Investment Q&A

• Gilead Sciences Inc. (GILD $135.93)
  • $135.93 P/E (TTM): 19.99X Cap: $162.70B
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• AbbVie Inc. (ABBV $219.26)
  • $219.26 P/E (TTM): 165.0X Cap: $385.48B
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Q: Hello 5i,
I have been holding GILD for quite a while. While the analyst seem optimistic , with and average one year target of 79 and a high of 100 dollars, the stock just seems to get no traction.
What is your opinion of this stock and management. Thank you. cheers

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Read Answer Asked by Hans on November 03, 2021

• Rockwell Automation Inc. (ROK $417.84)
  • $417.84 P/E (TTM): 54.87X Cap: $47.75B
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• ON Semiconductor Corporation (ON $61.98)
  • $61.98 P/E (TTM): 81.99X Cap: $25.37B
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Q: Thoughts on earnings and forcast for both ? Thank you.

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Read Answer Asked by Paul on November 03, 2021

• Zillow Group Inc. (Z $68.00)
  • $68.00 Cap: $15.63B
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• Zillow Group Inc. (ZG $67.34)
  • $67.34 Cap: $15.63B
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Q: Is it possible to determine a price at which Zillow becomes attractive based on its original / remaining business? If so, what do you think this number might be?

What's the difference between Z and ZG?

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Read Answer Asked by Peter on November 03, 2021

Q: Mind C.T.I. seems to have a lot going for it for such a small firm. Please comment on your perception of its prospects and dividend reliability. Thanks!

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Read Answer Asked by David on November 03, 2021

• Tesla Inc. (TSLA $449.06)
  • $449.06 P/E (TTM): 287.63X Cap: $1.49T
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Q: I was recently employed by Tesla and have the option of RSU's or stock options with a 4 year vest - 1 year cliff. Options to RSU's are 3 to 1 multiple. Tesla is a bit different in that the number of shares/options are calculated near my hire date, thus my gains rely heavily on the stock going after my hire date.

Do you think after 4 years this stock will be up significantly (above $1600)? What do you think will happen over the next year? Thanks

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Read Answer Asked by NICHOLAS on November 03, 2021

• PayPal Holdings Inc. (PYPL $56.62)
  • $56.62 P/E (TTM): 11.25X Cap: $53.47B
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• Pinterest Inc. Class A (PINS $25.91)
  • $25.91 P/E (TTM): 8.65X Cap: $17.50B
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Q: Why is pypl dropping lately?

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Read Answer Asked by Sam on November 03, 2021

• Gilead Sciences Inc. (GILD $135.93)
  • $135.93 P/E (TTM): 19.99X Cap: $162.70B
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• Walgreens Boots Alliance Inc. (WBA)
  • Cap: $10.36B
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• AbbVie Inc. (ABBV $219.26)
  • $219.26 P/E (TTM): 165.0X Cap: $385.48B
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• Duke Energy Corporation (Holding Company) (DUK $117.43)
  • $117.43 P/E (TTM): 18.85X Cap: $91.53B
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• KeyCorp (KEY $21.10)
  • $21.10 P/E (TTM): 27.46X Cap: $23.57B
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• Realty Income Corporation (O $60.74)
  • $60.74 P/E (TTM): 57.21X Cap: $55.97B
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• Ventas Inc. (VTR $76.99)
  • $76.99 P/E (TTM): 149.58X Cap: $35.97B
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• Verizon Communications Inc. (VZ $39.52)
  • $39.52 P/E (TTM): 8.38X Cap: $166.46B
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• Lazard Inc. (LAZ $51.37)
  • $51.37 P/E (TTM): 21.31X Cap: $5.79B
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Q: Top USD stocks for dividend income please. Thanks.

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Read Answer Asked by Peter on November 03, 2021

• PayPal Holdings Inc. (PYPL $56.62)
  • $56.62 P/E (TTM): 11.25X Cap: $53.47B
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• Mastercard Incorporated (MA $524.74)
  • $524.74 P/E (TTM): 33.73X Cap: $478.50B
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• Visa Inc. (V $326.18)
  • $326.18 P/E (TTM): 31.89X Cap: $628.47B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Upstart Holdings Inc. (UPST $45.29)
  • $45.29 P/E (TTM): 192.04X Cap: $4.40B
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• Affirm Holdings Inc. (AFRM $71.43)
  • $71.43 P/E (TTM): 108.73X Cap: $23.57B
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Q: Looking to put some money into fintech space which company or ETF would you recommend

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Read Answer Asked by mike on November 03, 2021

• NVIDIA Corporation (NVDA $187.67)
  • $187.67 P/E (TTM): 45.49X Cap: $4.49T
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Q: Is there a preferred account within which to hold NVDA?

Thanks
Robert

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Read Answer Asked by Robert on November 03, 2021

• WeWork Inc - Class A (WE $46.61)
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Q: Thoughts on we work with more companies using a hybrid working moving forward?

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Read Answer Asked by mike on November 03, 2021

• Fidelity National Information Services Inc. (FIS $60.50)
  • $60.50 P/E (TTM): 197.97X Cap: $31.74B
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Q: Hi, the stock as well as competitors FISV and especially GPN are all significantly down and I can't find news that would justify the move. Any idea? Is there an opportunity on FIS which seems to be a quality company in a growing industry ?
Thank you.

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Read Answer Asked by anthony on November 03, 2021

• Twilio Inc. Class A (TWLO $128.30)
  • $128.30 P/E (TTM): 308.38X Cap: $19.16B
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• Energy Fuels Inc. (EFR $34.88)
  • $34.88 Cap: $7.98B
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• Energy Fuels Inc (UUUU $25.50)
  • $25.50 Cap: $5.57B
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Q: EFR just reported their earnings, how was it? any upside left in share price?

TWLO is keeping going down, buy more, hold or sell?

As always many thanks!

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Read Answer Asked by Lin on November 03, 2021

• Match Group Inc. (MTCH $31.08)
  • $31.08 P/E (TTM): 14.49X Cap: $7.44B
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Q: Please provide your assessment of the last quarter. This has been an underperformer for the past 6 months now, selling off at every quarterly report.

Do you still believe in the company? I hold a fairly sizeable position (5%). Would you buy sell or hold ?
Thank you

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Read Answer Asked by Karim on November 03, 2021

• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• AECOM (ACM $97.08)
  • $97.08 P/E (TTM): 22.98X Cap: $12.50B
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• Jacobs Solutions Inc. (J $137.89)
  • $137.89 P/E (TTM): 58.18X Cap: $16.63B
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Q: Biden seems to be making a push to finance and enhance infrastructure support in developing nations to counteract China’s Belt and Road Initiative. Thoughts on which North American companies would benefit from such a build-out?

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Read Answer Asked by John on November 03, 2021

• Bausch Health Companies Inc. (BHC $5.91)
  • $5.91 P/E (TTM): 6.93X Cap: $2.46B
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Q: Please comment on Bausch's earings. What do you think is the outlook of this stock from a long-term perspective? Thank you for your great service.

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Read Answer Asked by David on November 03, 2021

• Digital Turbine Inc. (APPS $5.27)
  • $5.27 Cap: $579M
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Q: Hi,

Can you please comment on APPS recent quarter and business outlook. Would you be comfortable initiating a position at the current share price?

Thank you,

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Read Answer Asked by Luc on November 03, 2021

• Steel Dynamics Inc. (STLD $181.32)
  • $181.32 P/E (TTM): 23.69X Cap: $25.34B
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Q: May I have your opinion on this for my US portolio

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Read Answer Asked by Susan and Philip on November 03, 2021

• Amazon.com Inc. (AMZN $239.16)
  • $239.16 P/E (TTM): 32.67X Cap: $2.50T
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• Tesla Inc. (TSLA $449.06)
  • $449.06 P/E (TTM): 287.63X Cap: $1.49T
  • View TSLA Profile
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Q: Rivian, which doesn't have any vehicles on the road yet, is seen as a potential competitor to Tesla. Can you provide an opinion on the Amazon backed EV company Rivian Automotive given their IPO next week and target of $60B valuation? Do you suggest that one take position in this company given they are an alternative to other EV companies?

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Read Answer Asked by Ronnie on November 03, 2021

• Clean Energy Fuels Corp. (CLNE $2.32)
  • $2.32 Cap: $500M
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• FuelCell Energy Inc. (FCEL $10.13)
  • $10.13 Cap: $482M
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Q: Both Fuel Cell and Clean Energy have had a resurgence as of late. Could you comment on both and also which of the two might be the better for growth going forward? Thnks Dennis

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Read Answer Asked by Dennis on November 03, 2021

• Apple Inc. (AAPL $248.04)
  • $248.04 P/E (TTM): 33.2X Cap: $3.65T
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• Starbucks Corporation (SBUX $97.62)
  • $97.62 P/E (TTM): 59.16X Cap: $108.96B
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• AbbVie Inc. (ABBV $219.26)
  • $219.26 P/E (TTM): 165.0X Cap: $385.48B
  • View ABBV Profile
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Q: Which has the most potential for outsized capital appreciation over the next one/two years. In your response, pls state whether this is based on favourable forward earnings multiples or if because the subject has been unfairly punished by the market (aapl, sbux for eg)

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Read Answer Asked by Harry on November 03, 2021