Investment Q&A

• Electronic Arts Inc. (EA)
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Q: Hi,
In the question on video games, what does ERTS stands for ?

Thanks,

Jacques

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Read Answer Asked by Jacques on August 10, 2020

• Alteryx Inc. Class A (AYX)
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Q: Market does not like the quarter at all. Would you buy here?

Thanks,

Alex

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Read Answer Asked by Alex on August 10, 2020

• Ceridian HCM Holding Inc. (CDAY)
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Q: Please comment the Q2 reports for CDAY if you haven't already answered this question before. Thanks

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Read Answer Asked by Michel on August 07, 2020

• iShares Biotechnology ETF (IBB)
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• iShares U.S. Medical Devices ETF (IHI)
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Q: I own both of these ETF's. Are there duplications of companies and with the US election coming in November is it a good time to hold health care stocks or should I rotate to another sector?

Thanks
Dave.

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Read Answer Asked by David on August 07, 2020

• CVS Health Corporation (CVS)
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Q: I have been following CVS for several years now, and currently hold a half position. During the past Q they were able to top analyst estimates for both revenue and EPS. They are also paying down their debt due to the purchase of Aetna. What do you think of their future prospects as a dividend income investment with some stock price appreciation?

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Read Answer Asked by Mike on August 07, 2020

• Corning Incorporated (GLW)
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• Retractable Technologies Inc. (RVP)
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Q: Hi 5i,

What are your thoughts on both Corning and retractable technologies?
The thought would be to invest in companies that have to deliver the vaccine. Would you consider these a buy and if so, what would be your target price for each.

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Read Answer Asked by James on August 07, 2020

• First Solar Inc. (FSLR)
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• Invesco Solar ETF (TAN)
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• SolarEdge Technologies Inc. (SEDG)
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• Sunrun Inc. (RUN)
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Q: Good morning 5i,
With the European green deal and Biden's plans to attack climate change, should result in solar panel and wind power installations, and with so much money being allocated to infrastructure projects, which companies could benefit from these two investments by Governments..
Thanks you for your much appreciated help.
Carlo

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Read Answer Asked by Carlo on August 07, 2020

• Becton Dickinson and Company (BDX)
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Q: Hello Peter, many individual investors (certainly I) have terrible timing on their transactions. For example, if one has been following Becton Dickinson, looking to buy, one might be happy to see this morning's 8% drop and immediately place their order. How do you handle this type of situation? Wait and see where the dust settles? Jump on the 'new lower price'? Or wait some days or weeks to see a base and an upturn? Would you be comfortable buying BDX today, for the long term?

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Read Answer Asked by James on August 07, 2020

• The Trade Desk Inc. (TTD)
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• Alteryx Inc. Class A (AYX)
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• Datadog Inc. (DDOG)
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Q: Hi there,

Can I please have your opinion on the results of these 3 companies? I know you are a big fan of them - particularly AYX and TTD.

Thanks

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Read Answer Asked by Michael on August 07, 2020

• The Trade Desk Inc. (TTD)
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Q: Hi Team,

Can I get your overall thoughts on the quarter out of TTD?

Thanks!
Dave

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Read Answer Asked by David on August 07, 2020

• Veeva Systems Inc. Class A (VEEV)
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Q: good morning,

i have enjoyed a run up in both ROKU and Trade Desk and am thinking of selling and buying VEEV. Should I stay or should I go now?

as always, thanks

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Read Answer Asked by alex on August 07, 2020

• The Rubicon Project Inc. (RUBI)
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• Magnite Inc. (MGNI)
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Q: Hi, I bought this stock (prev RUBI) a year ago and it's down almost 40% since then. Do you recommend that I hold or sell it? Thanks.

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Read Answer Asked by Keith on August 07, 2020

• Activision Blizzard Inc (ATVI)
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• Take-Two Interactive Software Inc. (TTWO)
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Q: Do you have a few gaming names like TTWO you could recommend that are growthy?

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Read Answer Asked by Rick on August 07, 2020

• Intel Corporation (INTC)
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Q: Hi gang, would you buy intel for a 4-5 year hold? Is divided safe? Thanks. Alnoor

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Read Answer Asked by Alnoor on August 07, 2020

• PayPal Holdings Inc. (PYPL)
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• Block Inc. Class A (SQ)
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• Paysign Inc. (PAYS)
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Q: good day to you all

What s your opinion on PAYS and is it a
buy hold or sell
Thanks a lot for your services

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Read Answer Asked by georges on August 07, 2020

• Gamehost Inc. (GH)
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• Alteryx Inc. Class A (AYX)
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Q: I am surprised at the big drop after hour after earning release . Please comment.
Thanks for your excellent service.

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Read Answer Asked by Lai Kuen on August 07, 2020

• ResMed Inc. (RMD)
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Q: Hi
Any news on why Resmed was down 13% after a positive 2nd quarter result?

Thank you.

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Read Answer Asked by sunday on August 07, 2020

• Alteryx Inc. Class A (AYX)
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Q: Hello 5i,
What did AYX report that was so bad? Is a 20% price adjustment, in after hour session, in the normal range for a $11 b market cap? Should folks adjust growth expectations on this one? And finally, would you still see it as a hold for a growth pick in a tfsa after this report?
Many thanks,

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Read Answer Asked by Kat on August 07, 2020

• Maxar Technologies Inc. (MAXR)
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Q: Your hplease on the quarter from Maxar?

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Read Answer Asked by blake on August 06, 2020

• FLIR Systems Inc. (FLIR)
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Q: May I please get your views on their quarterly earnings? It's been a laggard, and down sharply today on positive headline numbers. Was the market (and you?) expecting more of a pickup in COVID-related business?

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Read Answer Asked by Peter on August 06, 2020