Investment Q&A

• Oracle Corporation (ORCL $201.10)
  • $201.10 P/E (TTM): 46.75X Cap: $571.46B
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Q: Please comment on ORCL's result. After today's big price down do you think it will be a good entry point to initiate a position now? Thank you!.

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Read Answer Asked by David on March 11, 2021

• Celsius Holdings Inc. (CELH $40.83)
  • $40.83 P/E (TTM): 387.45X Cap: $10.52B
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Q: Does the SP drop today, justify adding/buying today?
Thanks

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Read Answer Asked by Terry on March 11, 2021

• Signet Jewelers Limited (SIG $89.19)
  • $89.19 P/E (TTM): 32.23X Cap: $3.65B
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Q: SIG has been climbing lately, any thoughts on the the direction moving forward? Would this be a good short term trade or a longer term hold. Thanks.

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Read Answer Asked by Neeraj on March 11, 2021

• Celsius Holdings Inc. (CELH $40.83)
  • $40.83 P/E (TTM): 387.45X Cap: $10.52B
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Q: I would like to hear about your summary of 4th quarter and full year results.
Thanks

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Read Answer Asked by Geoffrey on March 11, 2021

• Talend S.A. (TLND $65.97)
  • $65.97 Cap: $1.94B
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Q: Could I please have your thoughts on the tender offer for Talend from Thoma Bravo, specifically, hold on for now on the chance of a better offer to come or sell at or near the tender price of US$66 for the ADR. Thank you.

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Read Answer Asked by Barbara on March 11, 2021

• Digital Turbine Inc. (APPS $4.78)
  • $4.78 Cap: $536M
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• Magnite Inc. (MGNI $14.40)
  • $14.40 P/E (TTM): 36.72X Cap: $2.12B
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Q: Hello 5i
Could please discuss these three companies?
Which you like better and why?
Thank you
Dave

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Read Answer Asked by Dave on March 11, 2021

• Dave & Buster's Entertainment Inc. (PLAY $17.53)
  • $17.53 P/E (TTM): 41.74X Cap: $607M
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• Six Flags Entertainment Corporation New (FUN $15.03)
  • $15.03 Cap: $1.54B
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Q: Good morning troup. As a recovery play...which is better today. I think the recovery play will play out over the next 6 to 12 months. So this may or may not be a stock I hold for long.
Thanks as always for guiding us with your steady stance.

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Read Answer Asked by El-ann on March 11, 2021

Q: Good morning, This companies share price has exploded in the last 52 weeks their tech seems very interesting the share count seems low can you add your opinion on this potentially life changing tech and how this company looks.
Thanks

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Read Answer Asked by Kolbi on March 10, 2021

• Affirm Holdings Inc. (AFRM $67.02)
  • $67.02 P/E (TTM): 104.64X Cap: $22.12B
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Q: Affirm: buy, hold or sell please? If a sell, what would be a good replacement? Thank you.

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Read Answer Asked by Catherine on March 10, 2021

• The Trade Desk Inc. (TTD $39.95)
  • $39.95 P/E (TTM): 45.49X Cap: $19.31B
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• Five9 Inc. (FIVN $19.69)
  • $19.69 P/E (TTM): 50.92X Cap: $1.54B
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• Digital Turbine Inc. (APPS $4.78)
  • $4.78 Cap: $536M
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• GrowGeneration Corp. (GRWG $1.47)
  • $1.47 Cap: $87M
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Q: I became aware of this stock reading questions and answers and it has dropped quite a lot in the last little while. I am under water. Is this just market related or are there other issues with this company? Other stocks I have researched PUBM (Pubmatic)similar to Trade Desk, FIVN and GRWG (pot stock) - have been recommended by others - your thoughts and could you please rate them. Thank you again from a long term member

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Read Answer Asked by Dennis on March 10, 2021

• Vanguard Mid-Cap ETF (VO $289.95)
  • $289.95 P/E (TTM): 22.9X Cap: $89.20B
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Q: Do you have a favourite U.S. Mid Cap ETF?

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Read Answer Asked by Albert on March 10, 2021

• Kulicke and Soffa Industries Inc. (KLIC $45.13)
  • $45.13 Cap: $2.34B
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• Beyond Inc Com (OSTK)
  • Cap: $760M
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• Plug Power Inc. (PLUG $2.11)
  • $2.11 Cap: $2.93B
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• Cohu Inc. (COHU $24.20)
  • $24.20 Cap: $1.12B
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• SolarWinds Corporation (SWI)
  • P/E (TTM): 29.82X Cap: $3.17B
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• Virgin Galactic Holdings, Inc. (SPCE $3.90)
  • $3.90 Cap: $239M
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• Butterfly Network Inc. Class A (BFLY $2.74)
  • $2.74 Cap: $692M
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Q: Do you see see an upside potential in the above companies - short term - 6 months to a year - 20% gain in stock price? Thanks.

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Read Answer Asked by SAMAR on March 10, 2021

• AbbVie Inc. (ABBV $224.37)
  • $224.37 P/E (TTM): 108.95X Cap: $397.85B
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• Bristol-Myers Squibb Company (BMY $48.25)
  • $48.25 P/E (TTM): 16.57X Cap: $98.22B
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• Medtronic plc. (MDT $102.03)
  • $102.03 P/E (TTM): 29.1X Cap: $130.80B
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Q: Hi 5i,
Current shareholder of BMY for last 4 years and it simply has not done very much however pays small dividend of 3.2 %
I'm looking to sell and replace with something in same sector/space with better share price growth potential. Medium risk with 2- 3 year horizon. Dividend would be nice but not absolutely necessary.
Thx
Jim

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Read Answer Asked by jim on March 10, 2021

• Phillips 66 (PSX $137.57)
  • $137.57 P/E (TTM): 36.92X Cap: $55.42B
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Q: Phillips 66 has returned to my purchase price. Do you see a good future for this refiner or would you take this opportunity to change, please? Short term and long.

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Read Answer Asked by james on March 10, 2021

• JPMorgan Chase & Co. (JPM $307.88)
  • $307.88 P/E (TTM): 15.5X Cap: $838.13B
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• U.S. Bancorp (USB $49.68)
  • $49.68 P/E (TTM): 11.22X Cap: $77.22B
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Q: Hi,
I hold both USB & JPM. With the prediction of interest rates & inflation increasing how do you think the US banks will perform. And if one bank had to be sold now, which bank would you select. Thanks … Cal

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Read Answer Asked by cal on March 10, 2021

Q: Hello astute mentor. Do you know much of ideanomics and would you buy or wait for a pullback ? Thanks so much

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Read Answer Asked by Alan on March 10, 2021

• Snowflake Inc. (SNOW $259.68)
  • $259.68 Cap: $87.97B
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Q: Hi, just wondering what your thoughts are about Snowflake now?
Thanks,
Perry

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Read Answer Asked by Perry on March 10, 2021

• Roblox Corporation Class A (RBLX $93.70)
  • $93.70 Cap: $65.77B
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Q: It goes public tomorrow. Are you interested in the company? Also when would be a good time to buy? The first day or wait a little bit?

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Read Answer Asked by sean on March 10, 2021

• Vanguard Dividend Appreciation FTF (VIG $220.32)
  • $220.32 P/E (TTM): 24.09X Cap: $96.81B
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• iShares Core Dividend Growth ETF (DGRO $69.22)
  • $69.22 P/E (TTM): 19.98X Cap: $35.46B
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Q: Do you have a preference between VIG and DGRO? I see their 5 year performance is similar but DGRO has a better yield.
Thanks,
Brent

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Read Answer Asked by Brent on March 10, 2021

• Intuitive Surgical Inc. (ISRG $567.72)
  • $567.72 P/E (TTM): 75.76X Cap: $203.38B
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• Salesforce Inc. (CRM $234.71)
  • $234.71 P/E (TTM): 33.51X Cap: $223.44B
  • View CRM Profile
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• Veeva Systems Inc. Class A (VEEV $240.14)
  • $240.14 P/E (TTM): 46.86X Cap: $39.47B
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• DocuSign Inc. (DOCU $68.86)
  • $68.86 P/E (TTM): 51.38X Cap: $13.84B
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Q: I have CRM, DOCU, ISRG and VEEV in my portfolio. I have to raise some cash and I would like to ask for help in deciding which one to trim first, second, third etc.
Thanks for your help.
Albert

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Read Answer Asked by ALBERT on March 10, 2021