Investment Q&A

• NVIDIA Corporation (NVDA $170.94)
  • $170.94 P/E (TTM): 43.74X Cap: $4.31T
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• The AES Corporation (AES $13.48)
  • $13.48 P/E (TTM): 8.72X Cap: $9.69B
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• Wells Fargo & Company (WFC $92.59)
  • $92.59 P/E (TTM): 15.3X Cap: $289.39B
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• Advanced Micro Devices Inc. (AMD $198.11)
  • $198.11 P/E (TTM): 103.17X Cap: $340.53B
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• CI Global Alpha Innovators Corporate Class A (CIG203 $122.29)
  • $122.29 P/E (TTM): 22.7X Cap: $904M
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• Fidelity Global Innovators Class Series F5 (FID5983 $69.21)
  • $69.21 P/E (TTM): 18.7X
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• Galaxy Digital Inc. Class A common stock (GLXY $31.45)
  • $31.45 Cap: $13.05B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.25)
  • $16.25 Cap: $2.23B
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Q: Which one do you prefer or both? Your opinion is much appreciated, Thanks

Upvote 0

Read Answer Asked by Saad on November 08, 2021

• Amazon.com Inc. (AMZN $221.27)
  • $221.27 P/E (TTM): 31.43X Cap: $2.37T
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• Alphabet Inc. (GOOG $298.06)
  • $298.06 P/E (TTM): 30.54X Cap: $3.71T
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• Microsoft Corporation (MSFT $476.12)
  • $476.12 P/E (TTM): 33.77X Cap: $3.54T
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• NVIDIA Corporation (NVDA $170.94)
  • $170.94 P/E (TTM): 43.74X Cap: $4.31T
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• C3.ai Inc. Class A (AI $14.05)
  • $14.05 Cap: $2.03B
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Q: In 5i's opinion, if you had to choose, which would you see as being your top 5 most promising AI companies?

Upvote 0

Read Answer Asked by James on November 08, 2021

• Guardant Health Inc. (GH $97.47)
  • $97.47 Cap: $12.60B
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Q: Maybe have your take on results?

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Read Answer Asked by Rick on November 08, 2021

• Citrix Systems Inc. (CTXS)
  • P/E (TTM): 38.85X Cap: $13.18B
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Q: CITRIX HAS BEEN IN A DOWNWARD SPIRAL FOR SOME TIME. IS IT JUST OUT OF FAVOUR OR ARE ITS FUTURE GROWTH AND PROFITABLITY PROSPECTS BLEAK?
THANKS, HUGH

Upvote 0

Read Answer Asked by Hugh on November 08, 2021

• Semler Scientific Inc (SMLR $16.93)
  • $16.93 P/E (TTM): 5.77X Cap: $308M
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Q: May I please have your thoughts on this one?

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Read Answer Asked by Adam on November 08, 2021

• Progyny Inc. (PGNY $25.99)
  • $25.99 P/E (TTM): 41.81X Cap: $2.24B
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Q: Comments/opinion on Progyny’s earning report and things you like about company going forward and concerns if any.

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Read Answer Asked by James on November 08, 2021

• Broadcom Inc. (AVGO $326.02)
  • $326.02 P/E (TTM): 86.69X Cap: $1.61T
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• Skyworks Solutions Inc. (SWKS $65.00)
  • $65.00 P/E (TTM): 21.62X Cap: $9.89B
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Q: What's your view on Skyworks Solutions in comparison to Broadcom for exposure to 5G?

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Read Answer Asked by Gerry on November 08, 2021

• Confluent Inc. (CFLT $30.00)
  • $30.00 Cap: $10.48B
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Q: Could you comment on earnings and future outlook. Is it a good buy for the future ?

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Read Answer Asked by francis on November 08, 2021

• Weber Inc. Class A (WEBR)
  • Cap: $2.34B
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Q: Would you be interested in webr at this price?

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Read Answer Asked by Mike on November 08, 2021

• Kyndryl Holdings Inc. (KD $26.77)
  • $26.77 P/E (TTM): 15.71X Cap: $6.05B
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Q: An interesting spin-off from IBM ? or still part of the big blue?

Thank you

Dan

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Read Answer Asked by DANIEL on November 08, 2021

• BlackLine Inc. (BL $57.55)
  • $57.55 P/E (TTM): 51.47X Cap: $3.42B
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Q: How do you view BL earnings. Would you add to a position?

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Read Answer Asked on November 08, 2021

• Floor & Decor Holdings Inc. (FND $60.52)
  • $60.52 P/E (TTM): 31.11X Cap: $6.62B
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Q: Can you please comment on Floor and Decor's recently announced earnings. I hold a small position in the company and am considering adding to it. Any comments you have on this company would be appreciated. Thank You.

Upvote 0

Read Answer Asked by Brian on November 08, 2021

• Cognex Corporation (CGNX $35.76)
  • $35.76 P/E (TTM): 53.54X Cap: $6.17B
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Q: Hi 5i Team,
Pls comment on Cognex ‘s earning and guidance, and the company going forward.
Should I continue to hold?
Thank you for your great advice as always.

Upvote 0

Read Answer Asked by Pui on November 08, 2021

• Americold Realty Trust Inc. (COLD $12.63)
  • $12.63 Cap: $3.58B
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Q: Could you please update your views on Americold. Do you think the recent price declines represent an opportunity? Thanks!

Upvote 1

Read Answer Asked by James on November 08, 2021

• Lam Research Corporation (LRCX $154.98)
  • $154.98 P/E (TTM): 36.27X Cap: $205.05B
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• Brookfield Business Partners L.P. (BBU.UN $47.61)
  • $47.61 Cap: $10.24B
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Q: With the chip shortage, what is your outlook on Lam Research.
Is it a long term hold ?

Where do you see Brookfield Business Partners going forward.
The stock is relatively flat for months.

Thank you

Upvote 0

Read Answer Asked by Kristelle on November 08, 2021

• Arista Networks Inc. (ANET $122.36)
  • $122.36 P/E (TTM): 47.74X Cap: $158.83B
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• Airbnb Inc. (ABNB $133.78)
  • $133.78 P/E (TTM): 31.46X Cap: $81.25B
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Q: Your thoughts on these 2 stocks please.

Upvote 0

Read Answer Asked by Mark on November 08, 2021

• Applied Materials Inc. (AMAT $248.27)
  • $248.27 P/E (TTM): 30.1X Cap: $205.24B
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• KLA Corporation (KLAC $1,172.02)
  • $1,172.02 P/E (TTM): 38.49X Cap: $160.74B
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• Lam Research Corporation (LRCX $154.98)
  • $154.98 P/E (TTM): 36.27X Cap: $205.05B
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• NVIDIA Corporation (NVDA $170.94)
  • $170.94 P/E (TTM): 43.74X Cap: $4.31T
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• ASML Holding N.V. (ASML $1,015.43)
  • $1,015.43 P/E (TTM): 48.17X Cap: $423.19B
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Q: I've been lucky enough to own NVDA in the last year. Its now 4% of my portfolio. I'm considering buying a semi supplier like AMAT, LRCX,ASML, etc. What do you think? is it too much to own NVDA and a supplier? if so, which would you suggest?

Upvote 0

Read Answer Asked by Graeme on November 08, 2021

• IonQ Inc. (IONQ $45.85)
  • $45.85 Cap: $17.59B
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Q: Can I get your thoughts on this company?

Upvote 0

Read Answer Asked by Mike on November 08, 2021

• Booking Holdings Inc. (BKNG $5,340.98)
  • $5,340.98 P/E (TTM): 35.55X Cap: $175.25B
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• MEDIFAST INC (MED $12.18)
  • $12.18 P/E (TTM): 36.36X Cap: $132M
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Q: Can i get your thoughts on Medifast's quarter and if you would buy, sell, hold? I am thinking of swapping it for Booking Holdings. Thoughts?
Thanks

Upvote 0

Read Answer Asked by Neil on November 08, 2021

• Rent-A-Center Inc. (RCII)
  • P/E (TTM): 83.7X Cap: $1.50B
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Q: Hi 5i Team,
Your thoughts on Rent-A-Centre's quarterly earnings, reasons for the decline and prospects going forward. Would you be a buyer?

Thanks,
Bob

Upvote 0

Read Answer Asked by Bob on November 07, 2021