Investment Q&A

• Unity Software Inc. (U $45.15)
  • $45.15 Cap: $19.32B
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• Roblox Corporation Class A (RBLX $82.22)
  • $82.22 Cap: $57.71B
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Q: Hey 5i team,

Could I please get your current thoughts on Roblox at this time?
Has it settled enough to enter a position?
What's your conviction level on this name?
Reporting after market and call tomorrow.

What are your top suggestions in this space?

Thank you as always for the terrific service.

Upvote 0

Read Answer Asked by Adam on November 09, 2021

• Apple Inc. (AAPL $273.40)
  • $273.40 P/E (TTM): 36.65X Cap: $4.03T
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• Amazon.com Inc. (AMZN $232.52)
  • $232.52 P/E (TTM): 32.84X Cap: $2.48T
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• Meta Platforms Inc. (META $663.29)
  • $663.29 P/E (TTM): 29.38X Cap: $1.67T
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• Alphabet Inc. (GOOG $314.96)
  • $314.96 P/E (TTM): 31.09X Cap: $3.78T
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• Microsoft Corporation (MSFT $487.71)
  • $487.71 P/E (TTM): 34.69X Cap: $3.62T
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• NVIDIA Corporation (NVDA $190.53)
  • $190.53 P/E (TTM): 47.28X Cap: $4.62T
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Q: Hi,
Can you please rate these separately for highest growth and lowest risk. 5-10 year hold.
Thanks

Upvote 0

Read Answer Asked by Marco on November 09, 2021

• Apple Inc. (AAPL $273.40)
  • $273.40 P/E (TTM): 36.65X Cap: $4.03T
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• Meta Platforms Inc. (META $663.29)
  • $663.29 P/E (TTM): 29.38X Cap: $1.67T
  • View META Profile
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• Alphabet Inc. (GOOG $314.96)
  • $314.96 P/E (TTM): 31.09X Cap: $3.78T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $487.71)
  • $487.71 P/E (TTM): 34.69X Cap: $3.62T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $190.53)
  • $190.53 P/E (TTM): 47.28X Cap: $4.62T
  • View NVDA Profile
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• Constellation Software Inc. (CSU $3,316.17)
  • $3,316.17 P/E (TTM): 77.12X Cap: $70.27B
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Q: I already own GOOG and FB.

I wanted to add one more stock among AAPL MSFT CSU NVDA

If I had to choose one, which one would you choose among these ?

Upvote 0

Read Answer Asked by HARRY on November 09, 2021

• Lockheed Martin Corporation (LMT $483.03)
  • $483.03 P/E (TTM): 26.89X Cap: $111.77B
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• Northrop Grumman Corporation (NOC $577.37)
  • $577.37 P/E (TTM): 20.77X Cap: $82.40B
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• Leidos Holdings Inc. (LDOS $185.86)
  • $185.86 P/E (TTM): 17.37X Cap: $23.76B
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• RTX Corporation (RTX $185.17)
  • $185.17 P/E (TTM): 38.02X Cap: $248.27B
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Q: There seems to be a lot of sabre rattling (more global/political than hockey at the moment), so I would like your thoughts on growth at the four companies mentioned i.e., RTX, LMT, NOC, LDOS?
BTW,I don’t know how long I have been a member (I think membership lapsed once for a few days) but it must be at least 10 years (is that possible?). The service you offer is unmatched and it gives DIYers like me the ability to act with confidence.
Also, I keep finding new things on your web site. Hats off your IT staff as well!.

Upvote 0

Read Answer Asked by Danny-boy on November 08, 2021

• Rockwell Automation Inc. (ROK $399.79)
  • $399.79 P/E (TTM): 52.19X Cap: $44.88B
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• iRobot Corporation (IRBT $0.47)
  • $0.47 Cap: $4M
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Q: Would you consider Rockwell Automation Inc
NYSE: ROK the premier supplier of robotics, or would you consider another company?

Thank you.

Upvote 0

Read Answer Asked by Ross on November 08, 2021

• NVIDIA Corporation (NVDA $190.53)
  • $190.53 P/E (TTM): 47.28X Cap: $4.62T
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• The AES Corporation (AES $14.07)
  • $14.07 P/E (TTM): 8.85X Cap: $10.01B
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• Wells Fargo & Company (WFC $95.26)
  • $95.26 P/E (TTM): 15.69X Cap: $299.02B
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• Advanced Micro Devices Inc. (AMD $214.99)
  • $214.99 P/E (TTM): 106.85X Cap: $350.01B
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• CI Global Alpha Innovators Corporate Class A (CIG203 $124.86)
  • $124.86 P/E (TTM): 22.7X Cap: $925M
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• Fidelity Global Innovators Class Series F5 (FID5983 $71.02)
  • $71.02 P/E (TTM): 18.7X
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• Galaxy Digital Inc. Class A common stock (GLXY $33.37)
  • $33.37 Cap: $13.03B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.71)
  • $16.71 Cap: $2.27B
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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 $232.52)
  • $232.52 P/E (TTM): 32.84X Cap: $2.48T
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• Alphabet Inc. (GOOG $314.96)
  • $314.96 P/E (TTM): 31.09X Cap: $3.78T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $487.71)
  • $487.71 P/E (TTM): 34.69X Cap: $3.62T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $190.53)
  • $190.53 P/E (TTM): 47.28X Cap: $4.62T
  • View NVDA Profile
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• C3.ai Inc. Class A (AI $13.99)
  • $13.99 Cap: $1.96B
  • View AI Profile
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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 $102.98)
  • $102.98 Cap: $12.97B
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Q: Maybe have your take on results?

Upvote 0

Read Answer Asked by Rick on November 08, 2021

• Citrix Systems Inc. (CTXS)
  • P/E (TTM): 38.85X Cap: $13.18B
  • View CTXS Profile
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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 $16.70)
  • $16.70 P/E (TTM): 6.01X Cap: $263M
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Q: May I please have your thoughts on this one?

Upvote 0

Read Answer Asked by Adam on November 08, 2021

• Progyny Inc. (PGNY $25.80)
  • $25.80 P/E (TTM): 40.95X Cap: $2.22B
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Q: Comments/opinion on Progyny’s earning report and things you like about company going forward and concerns if any.

Upvote 0

Read Answer Asked by James on November 08, 2021

• Broadcom Inc. (AVGO $352.13)
  • $352.13 P/E (TTM): 74.13X Cap: $1.66T
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• Skyworks Solutions Inc. (SWKS $64.21)
  • $64.21 P/E (TTM): 20.92X Cap: $9.62B
  • View SWKS Profile
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Q: What's your view on Skyworks Solutions in comparison to Broadcom for exposure to 5G?

Upvote 0

Read Answer Asked by Gerry on November 08, 2021

• Confluent Inc. (CFLT $30.11)
  • $30.11 Cap: $10.53B
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Q: Could you comment on earnings and future outlook. Is it a good buy for the future ?

Upvote 0

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?

Upvote 0

Read Answer Asked by Mike on November 08, 2021

• Kyndryl Holdings Inc. (KD $27.22)
  • $27.22 P/E (TTM): 16.11X Cap: $6.22B
  • View KD Profile
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Q: An interesting spin-off from IBM ? or still part of the big blue?

Thank you

Dan

Upvote 0

Read Answer Asked by DANIEL on November 08, 2021

• BlackLine Inc. (BL $57.76)
  • $57.76 P/E (TTM): 52.04X Cap: $3.43B
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Q: How do you view BL earnings. Would you add to a position?

Upvote 0

Read Answer Asked on November 08, 2021

• Floor & Decor Holdings Inc. (FND $62.66)
  • $62.66 P/E (TTM): 31.33X Cap: $6.75B
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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 $36.55)
  • $36.55 P/E (TTM): 56.23X Cap: $6.12B
  • View CGNX Profile
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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 $12.81)
  • $12.81 Cap: $3.64B
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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 $178.07)
  • $178.07 P/E (TTM): 39.31X Cap: $223.66B
  • View LRCX Profile
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• Brookfield Business Partners L.P. (BBU.UN $49.72)
  • $49.72 Cap: $10.45B
  • View BBU.UN Profile
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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