Investment Q&A

• OptiNose Inc. (OPTN $9.60)
  • $9.60 Cap: $97M
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Q: May I have your thoughts on this corporation please.

John

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Read Answer Asked by John on April 16, 2021

• Digital Turbine Inc. (APPS $4.91)
  • $4.91 Cap: $550M
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Q: Digital Turbine was down almost 7% today. I cannot find any news that would explain this price action. Can you shed any light of this dramatic drop in price?
With appreciation,
Ed

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Read Answer Asked by Ed on April 16, 2021

• The Lovesac Company (LOVE $14.11)
  • $14.11 P/E (TTM): 19.72X Cap: $209M
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Q: Hi 5i,
Love sac ,(USA company) ticker symbol. LOVE- does not appear in your data base.
Company reported earnings and stock is down -10%.
What is your opinion on this stock, its earning and prospects going forward?
Is this a stock you would be interested in at this point and if so, in your opinion what would be decent entry price point?

Thx
jim

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Read Answer Asked by jim on April 15, 2021

• Redfin Corporation (RDFN)
  • Cap: $1.43B
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• Tronox Holdings plc (UK) (TROX $3.94)
  • $3.94 Cap: $656M
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• HyreCar Inc. (HYRE)
  • Cap: $1M
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Q: Good day, just checking in on a couple small cap recommendations from 5i. What did you think of Hyde’s recent quarter and outlook? Are you still comfortable with Tronox and Redfin? Thx as always for your advice.

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Read Answer Asked by Brian on April 15, 2021

• Palantir Technologies Inc. (PLTR $176.08)
  • $176.08 P/E (TTM): 558.3X Cap: $406.82B
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Q: Ithoughts on demo day , thanks

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Read Answer Asked by cliff on April 15, 2021

• Teladoc Health Inc. (TDOC $7.53)
  • $7.53 Cap: $1.33B
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• Plug Power Inc. (PLUG $2.23)
  • $2.23 Cap: $3.10B
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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• WELL Health Technologies Corp. (WELL $4.00)
  • $4.00 Cap: $931M
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Q: I have two holdings that are not acting as I had hoped and am looking for your advice on replacing them. I'm thinking of replacing WELL with TDOC and XBC with PLUG. According to PA I'm low on US exposure as well so that is part of my idea. I'd appreciate your thoughts on both of these trades or if you have a better suggestion I'm open to ideas. I'm retired with a moderate risk profile and looking for some growth.

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Read Answer Asked by Lyle on April 15, 2021

• Costco Wholesale Corporation (COST $922.26)
  • $922.26 P/E (TTM): 65.47X Cap: $408.72B
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• Dollar General Corporation (DG $109.89)
  • $109.89 P/E (TTM): 20.25X Cap: $24.18B
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• Five Below Inc. (FIVE $163.15)
  • $163.15 P/E (TTM): 32.1X Cap: $8.99B
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• Sanderson Farms Inc. (SAFM)
  • P/E (TTM): 4.89X Cap: $4.55B
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Q: Hi Team,
I have owned COST for a while. Based on PEG the stock seems expensive and it 's momentum has stalled. Could you suggest a replacement for this that has similar characteristic but better projected growth. Thank you
RR

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Read Answer Asked by Rajinder on April 15, 2021

• Innoviva Inc. (INVA $20.86)
  • $20.86 P/E (TTM): 13.74X Cap: $1.55B
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Q: Innoviva has a low price to earnings of 6x times and plus 20 per cent roi in a growth industry and is funded by Glaxo. Can you explain the low valuation and is it a buy at these levels. Thank you

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Read Answer Asked by Ian on April 14, 2021

• Snap-On Incorporated (SNA $344.34)
  • $344.34 P/E (TTM): 17.74X Cap: $17.90B
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Q: Is this a good recovery play? More room to run?

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Read Answer Asked by Mark on April 14, 2021

• Fisker Inc. Class A (FSR)
  • Cap: $47M
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Q: Fisker has had a big drop. Any news on the reason for the big drop. What are the prospects for the future;

Thanks
Thomas

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Read Answer Asked by Thomas on April 14, 2021

• TFI International Inc. (TFII $129.88)
  • $129.88 P/E (TTM): 23.06X Cap: $10.68B
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• Matson Inc. (MATX $114.16)
  • $114.16 P/E (TTM): 8.55X Cap: $3.55B
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Q: Can you provide your opinion on Matson. Are there any other shipping or transport stocks you find attractive? Thanks.

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Read Answer Asked by Stefan on April 14, 2021

• Zoom Communications Inc. (ZM $85.64)
  • $85.64 P/E (TTM): 16.45X Cap: $25.35B
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Q: Your opinion on Zoom today would be appreciated.
Where do you think the company will be in 3-5 years?
Thank you.

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Read Answer Asked by Uli on April 14, 2021

• Brady Corporation (BRC $78.55)
  • $78.55 P/E (TTM): 40.97X Cap: $3.70B
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Q: would appreciate your evaluation. Thanks
Gaston.

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Read Answer Asked by Gaston on April 13, 2021

• Plug Power Inc. (PLUG $2.23)
  • $2.23 Cap: $3.10B
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Q: There appears to be a continuous downwards trend on both stocks, Canoo apparently misrepresented some facts and there were bookkeeping errors with PLUG accounting. Is it worth keeping these stocks for a 2-3 year time horizon assuming substantial upside potential in stock price from present.

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Read Answer Asked by SAMAR on April 13, 2021

Q: Hi Everyone at 5i! Coinbase is apparently launching its IPO on the Nasdaq. Any thoughts on it? Would it be available to the retail investor? Cheers, Tamara

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Read Answer Asked by Tamara on April 13, 2021

• QuidelOrtho Corp Com (QDEL $27.53)
  • $27.53 Cap: $1.87B
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Q: Quidel has seen a sharp decline, more than 50 per cent off its highs and is in a high growth sector . Can you explain the fall from grace? At less than 7x earning, over 20% roi, and some insider buying is this a good investment at this time. Thanks for your analysis.

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Read Answer Asked by Ian on April 13, 2021

• Bally's Corporation (BALY $17.30)
  • $17.30 Cap: $857M
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Q: Bally is buying gamesys (jkptf) for 1850 pence or .343 baly I think .Gamesys is trading at 1950 p and bally is falling .What gives

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Read Answer Asked by andrew on April 13, 2021

• Monster Beverage Corporation (MNST $73.99)
  • $73.99 P/E (TTM): 43.15X Cap: $72.99B
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• Qorvo Inc. (QRVO $89.36)
  • $89.36 P/E (TTM): 37.06X Cap: $8.25B
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• Thermo Fisher Scientific Inc (TMO $580.45)
  • $580.45 P/E (TTM): 33.8X Cap: $218.04B
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• Five Below Inc. (FIVE $163.15)
  • $163.15 P/E (TTM): 32.1X Cap: $8.99B
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• Generac Holdlings Inc. (GNRC $159.17)
  • $159.17 P/E (TTM): 28.48X Cap: $8.89B
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Q: Hi 5i Team,
Could you please rank the following in terms of growth and then once again in terms of safety. Are any of these companies expected to disproportionately benefit in a post-covid world?
FIVE, GNRC, MNST, QRVO, TMO

Thanks in advance,
Bob

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Read Answer Asked by Bob on April 13, 2021

• Uber Technologies Inc. (UBER $90.68)
  • $90.68 P/E (TTM): 14.75X Cap: $181.95B
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Q: It’s been since February that a question has been asked about the potential growth of Uber. Could you pls give us your latest thoughts on this company as it moves toward profitability and we come out of Covid.

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Read Answer Asked by Dennis on April 13, 2021

• Microsoft Corporation (MSFT $477.73)
  • $477.73 P/E (TTM): 34.62X Cap: $3.55T
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• Nuance Communications Inc. (NUAN)
  • Cap: $17.88B
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Q: Could you comment on the acquisition of Nuance by Microsoft?

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Read Answer Asked by jacques on April 13, 2021