Investment Q&A

• Veeva Systems Inc. Class A (VEEV $167.30)
  • $167.30 P/E (TTM): 29.13X Cap: $25.98B
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• The Trade Desk Inc. (TTD $22.38)
  • $22.38 P/E (TTM): 23.58X Cap: $9.88B
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• Roku Inc. (ROKU $109.33)
  • $109.33 P/E (TTM): 190.25X Cap: $16.11B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.01)
  • $13.01 Cap: $1.78B
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Q: Roku buckled after reporting...is now a good time to buy and with perspective to your other favs such as nvda, lspd, ttd, veev or others?

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Read Answer Asked by Peter on August 05, 2021

• Roku Inc. (ROKU $109.33)
  • $109.33 P/E (TTM): 190.25X Cap: $16.11B
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Q: Comments please on Roku’s earnings and your opinions moving forward.
Thank you

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Read Answer Asked by Marty on August 05, 2021

• Amazon.com Inc. (AMZN $248.50)
  • $248.50 P/E (TTM): 33.46X Cap: $2.67T
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• Meta Platforms Inc. (META $671.58)
  • $671.58 P/E (TTM): 27.01X Cap: $1.69T
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• Alphabet Inc. (GOOG $334.47)
  • $334.47 P/E (TTM): 29.53X Cap: $4.02T
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• Pinterest Inc. Class A (PINS $20.27)
  • $20.27 P/E (TTM): 29.54X Cap: $11.67B
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Q: All the four companies have ad revenue and three of them showed slowdown from ad and have provided weak guidance. What differentiates Alphabet from the three?

Thanks.

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Read Answer Asked by Liping on August 04, 2021

• Weyerhaeuser Company (WY $24.21)
  • $24.21 P/E (TTM): 55.16X Cap: $17.45B
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• Rayonier Inc. REIT (RYN $20.82)
  • $20.82 P/E (TTM): 7.08X Cap: $6.40B
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Q: Good day, 5I. Can you please tell me your opinion of the two companies above. Are there any in the Forestry industry your prefer? Thank you.

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Read Answer Asked by Donna on August 04, 2021

• Meta Platforms Inc. (META $671.58)
  • $671.58 P/E (TTM): 27.01X Cap: $1.69T
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• Alphabet Inc. (GOOGL $337.12)
  • $337.12 P/E (TTM): 29.72X Cap: $4.02T
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• Microsoft Corporation (MSFT $411.22)
  • $411.22 P/E (TTM): 24.04X Cap: $3.05T
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• PayPal Holdings Inc. (PYPL $49.57)
  • $49.57 P/E (TTM): 8.78X Cap: $45.63B
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• Visa Inc. (V $315.91)
  • $315.91 P/E (TTM): 29.05X Cap: $596.58B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.19)
  • $175.19 P/E (TTM): 123.25X Cap: $228.46B
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Q: With recent earnings releases for the above companies completed did anything specifically surprise you or excite you about their futures more so then before? Specifically Microsoft PayPal visa and Facebook.

For Google, it’s revenue growth was massive (68%) for a company it’s size and YouTube contributing almost the same revenue this quarter as Netflix was crazy to me. With ads growth via search not going away and cloud being a big focus for them I don’t see many things stopping it…
What do you see as the biggest risk for it specifically other then the big scary Antitrust breakup?

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Read Answer Asked by Michael on August 04, 2021

• ON Semiconductor Corporation (ON $72.43)
  • $72.43 P/E (TTM): 244.9X Cap: $28.33B
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Q: Can you comment ON's recent earning please? I noticed they have bought a big 12" fab from global foundry in 2019. Is that mean they might have better position compared to other Semiconductor companies with enough capacity for future growth? Any other thoughts on this company can you share?

Thanks very much!

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Read Answer Asked by Adam on August 04, 2021

• NVIDIA Corporation (NVDA $198.87)
  • $198.87 P/E (TTM): 38.63X Cap: $4.83T
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• Digital Turbine Inc. (APPS $3.39)
  • $3.39 Cap: $406M
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Q: Hi ,
if you were to pick two stocks from the US markets to put one in the Model portfolio and one in the Growth which would you recommend. Please specify which one you would add to each portfolio.

Thanks.

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Read Answer Asked by Costa on August 03, 2021

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X
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• Spotify Technology S.A. (SPOT $531.17)
  • $531.17 Cap: $105.25B
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• Pinterest Inc. Class A (PINS $20.27)
  • $20.27 P/E (TTM): 29.54X Cap: $11.67B
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• Roblox Corporation Class A (RBLX $59.79)
  • $59.79 Cap: $42.37B
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Q: Hello 5i what are your thoughts on PINS, SPOT, ATVI and RBLX recent declines, I think all are overreactions for varying reasons (ATVI/RBLX getting dragged down with China crackdown on gaming, PINS USA MAU declined but everything else looks good, SPOT ... not sure what really changed here but it took a huge dive..) I like to buy a stock I know and follow anytime there is an overreaction like this. I know ATVI has culture issues with female harrasment and that has dragged them down as well but I don't really see how any of these stocks trajectory/themes have really changed all that much. How do you view these 4 stocks?

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Read Answer Asked by Michael on August 03, 2021

• Moderna Inc. (MRNA $54.26)
  • $54.26 Cap: $20.95B
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Q: Hi. what is your opinion Moderna MRNA
Thanks. Jean Guy

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Read Answer Asked by Jean Guy on August 03, 2021

• Mitek Systems Inc. (MITK $15.07)
  • $15.07 P/E (TTM): 40.2X Cap: $682M
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Q: Congratulations on Mitek. Patience pays. The book counts.

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Read Answer Asked by Gerald on August 03, 2021

• Ultra Clean Holdings Inc. (UCTT $76.08)
  • $76.08 Cap: $3.49B
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Q: Please comment on earning report . It is down afterhours. Is it a buy ? What price range is a good entry point ? Thanks for your excellent service ?

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Read Answer Asked by Lai Kuen on August 03, 2021

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Your opinion of the deal to acquire Afterpay?

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Read Answer Asked by Edgar on August 03, 2021

• Sea Limited American Depositary Shares each representing one Class A (SE $90.33)
  • $90.33 P/E (TTM): 116.77X Cap: $50.67B
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• Moderna Inc. (MRNA $54.26)
  • $54.26 Cap: $20.95B
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• Digital Turbine Inc. (APPS $3.39)
  • $3.39 Cap: $406M
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• Pershing Square Tontine Holdings Ltd (PSTH)
  • P/E (TTM): 8.3X
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• Unity Software Inc. (U $25.26)
  • $25.26 Cap: $11.02B
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• AbCellera Biologics Inc. (ABCL $3.86)
  • $3.86 Cap: $1.13B
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• Affirm Holdings Inc. (AFRM $59.62)
  • $59.62 P/E (TTM): 62.61X Cap: $19.86B
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Q: Good morning

This is a mixed bag. For a 3 year period, I am looking for those with most upside potential. Which would you advise to buy more and those to sell in order to buy more.
Thank you

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Read Answer Asked by sam on August 03, 2021

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Thanks to the recent acquisition there was a nice pop in the stock. Is it still good to hold or should I trade out and sit and wait?

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Read Answer Asked by David on August 03, 2021

• Atlassian Corporation (TEAM $66.00)
  • $66.00 Cap: $17.40B
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Q: Could I get your comments on earnings? The stock had quite a pop today (Friday). Thanks!

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Read Answer Asked by William on July 30, 2021

• Amazon.com Inc. (AMZN $248.50)
  • $248.50 P/E (TTM): 33.46X Cap: $2.67T
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Q: Is AMZN a buy today after 5% drop in share price?
Thanks!

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Read Answer Asked by Le on July 30, 2021

• Amazon.com Inc. (AMZN $248.50)
  • $248.50 P/E (TTM): 33.46X Cap: $2.67T
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Q: Would you think today is a good opportunity to add Amazon? Thanks.

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Read Answer Asked by Hua on July 30, 2021

• Pinterest Inc. Class A (PINS $20.27)
  • $20.27 P/E (TTM): 29.54X Cap: $11.67B
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Q: After the drop following the FB earnings i decided to sell pins because i had a feeling the stock would do the same thing after earnings... Do you guys like pinterest this morning under 60$ ? thanks.

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Read Answer Asked by Philippe on July 30, 2021

Q: Can you provide your insights into this company?

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Read Answer Asked by Denis on July 30, 2021

• DigitalOcean Holdings Inc. (DOCN $77.71)
  • $77.71 P/E (TTM): 31.69X Cap: $7.14B
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Q: Would you consider this a small cap growth company? Even though it is losing money, would you recommend investing .

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Read Answer Asked by Howie on July 30, 2021