Investment Q&A

• Morgan Stanley (MS $176.51)
  • $176.51 P/E (TTM): 17.8X Cap: $277.95B
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Q: I have been lucky with MS which I accumulated during periods when many analysts seemed to misunderstand the poor thing. MS has become a full position. However when reviewing some analyses following MS’ recent results, opinions read as if they were written by bipolar CFAs. Views seem too divided for me to base a decision on. Is it time for me to trim MS —or best to ignore the noise and keep holding. Please do give your reasoning and I would appreciate very much your updating your response to my September 2, 2020 question on MS.

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Read Answer Asked by Adam on January 22, 2021

• Upstart Holdings Inc. (UPST $46.75)
  • $46.75 Cap: $4.58B
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Q: UPST is up about 16 % today on high volume. I can't find any news. Do you know what may account for the strong move up today?

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Read Answer Asked by arnold on January 21, 2021

Q: PLX is an Israeli Bio co. not showing in your system.
I bought a small position 6 months ago as I am very interested in the diseases they are working to try to alleviate and potentially cure. It has gone up in price nicely this week after company update to shareholders.
Would appreciate your views. Is this a hold or worth buying more at this stage. John.

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Read Answer Asked by JOHN on January 21, 2021

• TTEC Holdings Inc. (TTEC $3.58)
  • $3.58 Cap: $176M
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Q: Good morning team, your thoughts on TTEC for a long-term hold with opportunity for good growth and solid stability.

All the best!
Rob

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Read Answer Asked by Robert on January 21, 2021

• Proto Labs Inc. (PRLB $52.08)
  • $52.08 P/E (TTM): 83.63X Cap: $1.22B
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Q: What are your thoughts on the prospect of Proto Labs and the growth of 3D printing.

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Read Answer Asked by RALPH on January 21, 2021

• Elys Bmg Group Inc. (ELYS $0.00)
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Q: Your thoughts on ELYS.Thanks.

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Read Answer Asked by maurice on January 21, 2021

• Coherent Corp Com (IIVI)
  • P/E (TTM): 28.7X Cap: $5.49B
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Q: IIVI how does this look for a 3 year hold?
Thank You

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Read Answer Asked by Peter on January 21, 2021

• Netflix Inc. (NFLX $100.24)
  • $100.24 P/E (TTM): 4.34X Cap: $437.37B
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Q: Seems like the market liked the latest quarterly results from Netflix.

Of the FAANG stocks, where does Netflix fit in terms ranking for investment now?

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Read Answer Asked by Eugene on January 21, 2021

• Sangoma Technologies Corporation (STC $7.40)
  • $7.40 Cap: $244M
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• Twilio Inc. Class A (TWLO $127.32)
  • $127.32 P/E (TTM): 328.51X Cap: $18.98B
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Q: Do these two companies essentially provide the same services? It appears STC is currently profitable and TWLO is not. Do you think STC is misunderstood by the street?

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Read Answer Asked by Curtis on January 21, 2021

• NVIDIA Corporation (NVDA $182.41)
  • $182.41 P/E (TTM): 51.17X Cap: $4.45T
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• Veeva Systems Inc. Class A (VEEV $242.00)
  • $242.00 P/E (TTM): 47.04X Cap: $39.82B
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• The Trade Desk Inc. (TTD $40.05)
  • $40.05 P/E (TTM): 44.38X Cap: $19.02B
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• Roku Inc. (ROKU $100.09)
  • $100.09 Cap: $13.96B
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• MEDIFAST INC (MED $10.88)
  • $10.88 P/E (TTM): 33.36X Cap: $119M
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• CrowdStrike Holdings Inc. (CRWD $512.03)
  • $512.03 Cap: $129.35B
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Q: In terms of largest growth potential for 2021, what u.s. stocks would you recommend as a buy today?

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Read Answer Asked by Allan M on January 21, 2021

• Lumentum Holdings Inc. (LITE $331.41)
  • $331.41 P/E (TTM): 185.88X Cap: $23.24B
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Q: Hi 5i Team,
Lumentum reported preliminary 2Q result share dropped 11% yesterday.

Pls comment it’s future outlook and also your view of the Coherent acquisition announced today.
Should I continue to hold?
Thank you for your professional advice.

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Read Answer Asked by Pui on January 21, 2021

• Microsoft Corporation (MSFT $483.16)
  • $483.16 P/E (TTM): 33.98X Cap: $3.57T
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• AbbVie Inc. (ABBV $226.08)
  • $226.08 P/E (TTM): 110.16X Cap: $404.21B
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• Procter & Gamble Company (The) (PG $143.45)
  • $143.45 P/E (TTM): 21.42X Cap: $339.66B
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• UnitedHealth Group Incorporated (DE) (UNH $330.91)
  • $330.91 P/E (TTM): 17.72X Cap: $302.08B
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• Verizon Communications Inc. (VZ $41.69)
  • $41.69 P/E (TTM): 8.69X Cap: $173.96B
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Q: Can you please provide 3-5 must own US stocks for long term dividend growth.

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Read Answer Asked by EVAN on January 21, 2021

• Sprout Social Inc (SPT $10.71)
  • $10.71 Cap: $622M
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Q: SPT is ripping but there is no apparant news. Thoughts ? Thank you.

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Read Answer Asked by Paul on January 20, 2021

• Meta Platforms Inc. (META $673.42)
  • $673.42 P/E (TTM): 28.33X Cap: $1.66T
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Q: hey guys,
i know there is a lot of talk about the biden administration hurting the big tech in the futur but this is not going to happen next week... What does happen next week is Facebook q1 earnings. After seing what netflix's share did after q1 earnings, do you like FB chancse to get a bump up as well ?

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Read Answer Asked by Philippe on January 20, 2021

• Amazon.com Inc. (AMZN $229.53)
  • $229.53 P/E (TTM): 32.82X Cap: $2.44T
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• Meta Platforms Inc. (META $673.42)
  • $673.42 P/E (TTM): 28.33X Cap: $1.66T
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• Microsoft Corporation (MSFT $483.16)
  • $483.16 P/E (TTM): 33.98X Cap: $3.57T
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• NVIDIA Corporation (NVDA $182.41)
  • $182.41 P/E (TTM): 51.17X Cap: $4.45T
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• QUALCOMM Incorporated (QCOM $174.81)
  • $174.81 P/E (TTM): 34.94X Cap: $186.72B
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• Skyworks Solutions Inc. (SWKS $69.32)
  • $69.32 P/E (TTM): 22.6X Cap: $10.26B
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• Keysight Technologies Inc. (KEYS $210.49)
  • $210.49 P/E (TTM): 65.59X Cap: $35.92B
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Q: Am interested in Biotechnology, 5G and AI, can you recommend some of the leaders in the US?
Art

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Read Answer Asked by Arthur on January 20, 2021

• Adobe Inc. (ADBE $346.26)
  • $346.26 P/E (TTM): 20.96X Cap: $137.60B
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• Costco Wholesale Corporation (COST $894.68)
  • $894.68 P/E (TTM): 66.21X Cap: $397.02B
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• NVIDIA Corporation (NVDA $182.41)
  • $182.41 P/E (TTM): 51.17X Cap: $4.45T
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• Booking Holdings Inc. (BKNG $5,197.04)
  • $5,197.04 P/E (TTM): 32.88X Cap: $162.04B
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• AbbVie Inc. (ABBV $226.08)
  • $226.08 P/E (TTM): 110.16X Cap: $404.21B
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• Freeport-McMoRan Inc. (FCX $45.20)
  • $45.20 P/E (TTM): 31.14X Cap: $64.05B
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• Harley-Davidson Inc. (HOG $23.36)
  • $23.36 P/E (TTM): 5.78X Cap: $2.80B
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• Lockheed Martin Corporation (LMT $452.20)
  • $452.20 P/E (TTM): 24.88X Cap: $103.74B
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• Medtronic plc. (MDT $101.36)
  • $101.36 P/E (TTM): 28.17X Cap: $130.75B
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• Procter & Gamble Company (The) (PG $143.45)
  • $143.45 P/E (TTM): 21.42X Cap: $339.66B
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• Walmart Inc. (WMT $115.11)
  • $115.11 P/E (TTM): 43.01X Cap: $915.29B
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• Reliance Inc. (RS $285.82)
  • $285.82 P/E (TTM): 20.87X Cap: $15.06B
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• CrowdStrike Holdings Inc. (CRWD $512.03)
  • $512.03 Cap: $129.35B
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• Jacobs Solutions Inc. (J $140.22)
  • $140.22 P/E (TTM): 58.29X Cap: $16.71B
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• Trane Technologies plc (TT $401.43)
  • $401.43 P/E (TTM): 31.49X Cap: $89.88B
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Q: Hi Folks,
I am an income investor. One to two years to go before retirement.
My portfolio is out of balance.
Low weightings in Basic Materials, Consumer Cyclical, Consumer Defensive, Health Care, Industrials and Tech..
Also need more US and international exposure.
Please provide some income suggestions for these economic sectors in the US and Internationally.
Thanks very much.

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Read Answer Asked by Dave on January 20, 2021

• Amgen Inc. (AMGN $329.89)
  • $329.89 P/E (TTM): 26.67X Cap: $183.16B
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• NVIDIA Corporation (NVDA $182.41)
  • $182.41 P/E (TTM): 51.17X Cap: $4.45T
  • View NVDA Profile
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• Regeneron Pharmaceuticals Inc. (REGN $718.36)
  • $718.36 P/E (TTM): 17.3X Cap: $75.96B
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• AbbVie Inc. (ABBV $226.08)
  • $226.08 P/E (TTM): 110.16X Cap: $404.21B
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• Cognex Corporation (CGNX $38.42)
  • $38.42 P/E (TTM): 57.98X Cap: $6.51B
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• BioMarin Pharmaceutical Inc. (BMRN $53.40)
  • $53.40 P/E (TTM): 20.34X Cap: $10.43B
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Q: I am considering the above to add to my tfsa, please advise in order which are best suited today or please add your own suggestions. Thanks

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Read Answer Asked by Peter on January 20, 2021

• PetMed Express Inc. (PETS $1.65)
  • $1.65 Cap: $36M
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Q: Hi 5I
Pets released earning today - Jan 19th and currently down -10%...What is your opinion on this stock, earnings and future prospects. Would you be a buyer at current price for 2 yr hold? Why/why not? Is there a better choice in this space?
Thx
jim

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Read Answer Asked by jim on January 20, 2021

• DermTech Inc (DMTK)
  • Cap: $3M
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Q: (DMTK) Dermtek is not on your list can you take a look at it?
Thank You
Peter

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Read Answer Asked by Peter on January 20, 2021

• Amazon.com Inc. (AMZN $229.53)
  • $229.53 P/E (TTM): 32.82X Cap: $2.44T
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• Meta Platforms Inc. (META $673.42)
  • $673.42 P/E (TTM): 28.33X Cap: $1.66T
  • View META Profile
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• Alphabet Inc. (GOOG $322.09)
  • $322.09 P/E (TTM): 31.65X Cap: $3.83T
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• Microsoft Corporation (MSFT $483.16)
  • $483.16 P/E (TTM): 33.98X Cap: $3.57T
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Q: Please rate goog, msft, fb and amzn.....in terms of upside/downside.
Which would be 1, 2, 3 and 4 on your list if you had to choose between these 4.
Thanks

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Read Answer Asked by HARRY on January 20, 2021