Investment Q&A

• RTX Corporation (RTX)
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Q: Can you tell me why there would be 25% withholding on Raytheon dividend?

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Read Answer Asked by TOM on August 11, 2020

• Strathcona Resources Ltd. (SCR)
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• PENN Entertainment Inc. (PENN)
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• DraftKings Inc. (DKNG)
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• Flutter Entertainment Plc (PDYPF)
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Q: with COVID likely to last longer and sports betting and betting in general probably going to be stronger this winter , what gambling companies can you recommend?
thanks, Jean

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Read Answer Asked by Jean on August 11, 2020

• Fulgent Genetics Inc. (FLGT)
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Q: Hello guys:
I know this name had a great quarter and lots of momentum at this point, would you guys own this name?
Thx for your great work and being prompt at asking our questions for us retail investors .
Mark

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Read Answer Asked by Mark on August 10, 2020

• Glu Mobile Inc. (GLUU)
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• StoneCo Ltd. (STNE)
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• Cloudflare Inc. Class A (NET)
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Q: To my pleasant surprise, Stone has had a good ‘run’. How would you assess this stock and the other stated small caps for future potential?
Thank you, as always!

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Read Answer Asked by Sigrid on August 10, 2020

• BlackLine Inc. (BL)
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• Cloudflare Inc. Class A (NET)
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Q: Can you please give me your thoughts on BL & NET earnings.

Thanks for the great service
Hector

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Read Answer Asked by Hector on August 10, 2020

• Cloudflare Inc. Class A (NET)
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Q: Could you please comment on their results and outlook?

Thanks,
Milan

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Read Answer Asked by Milan on August 10, 2020

• Fastly Inc. Class A (FSLY)
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Q: It appears that a potential US ban on TikTok, and MSFT's pursuit of TikTok, have impacted FSLY's recent share price because TikTok is such a large customer of theirs. Are there other factors driving down its market price at the moment? In light of all these factors do you rate FSLY sell, hold or buy at its current price for a 3-5 year horizon? I am not concerned about diversification or risk exposure in the rest of my portfolio. Thanks.

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Read Answer Asked by Ben on August 10, 2020

• Alcoa Corporation (AA)
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Q: Can you please explain your view on the impact of US aluminum tariffs as they apply to Alcoa and Rio Tinto stocks. If the aluminum distribution south to one of the major users, what precautions might one consider?
Are there ancillary "fallout" repercussions on other stocks that might be a concern going forward?

Thank you as always

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Read Answer Asked by Peter on August 10, 2020

• BlackLine Inc. (BL)
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Q: Please comments Q results. Is it a buy or hold now ?
Thanks

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Read Answer Asked by Luc on August 10, 2020

• MSC Industrial Direct Company Inc. (MSM)
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Q: Wondering what your thoughts are on this company as a value pick for long term dividend growth. How does it stack up against other industrial equity picks (I need to balance out my portfolio with some industrials) like ITW, etc.

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Read Answer Asked by Thomas on August 10, 2020

• Veeva Systems Inc. Class A (VEEV)
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• Roku Inc. (ROKU)
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• DocuSign Inc. (DOCU)
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Q: DOCU has performed well for me this year, thank you for the pick. A fairly stiff sell-off today after reaching a new high this week. Is there any reason to prefer another of your top growth picks at this point? I also hold KXS currently.

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Read Answer Asked by Jeff on August 10, 2020

• Estee Lauder Companies Inc. (The) (EL)
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Q: What are your current thoughts on this company? Are they still paying a dividend? Thinking long (10+ years)
Thanks

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Read Answer Asked by Lee on August 10, 2020

• Americold Realty Trust Inc. (COLD)
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Q: Good morning fellas :
Please provide your thoughts on recent quarter . Would you add to this name ?
Thx
Mark

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Read Answer Asked by Mark on August 10, 2020

• Global X Industry 4.0 Index ETF (FOUR)
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Q: Hello 5i
Could I have your assessment of FOUR please. Thank you
Dave

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Read Answer Asked by Dave on August 10, 2020

• 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