Investment Q&A

Q: Hennessy Advisors, Inc (HNNA on NASDAQ)

I've been watching this one for more than a year. Some of its fundamentals look consistently good. But the longer I watch it, the more I feel it's a value trap. Your thoughts? (Also, it doesn't seem to be in your database.)

Best wishes for the new year.

Marc.

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Read Answer Asked by Marc on January 04, 2021

• Endo International plc (ENDP)
  • Cap: $72M
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Q: Any particular reason for the recent resurgence in Endo? It hit a new 52 week high today. Would this make it easier or harder for a potential purchase of the Paladin unit by Knight?

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Read Answer Asked by Mike on January 04, 2021

• Pinterest Inc. Class A (PINS $25.77)
  • $25.77 P/E (TTM): 9.21X Cap: $17.23B
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Q: I have started to build a position in PINS, but the share price has been dropping steadily over the last week or so. Is there anything to be concerned about or is this an opportunity to continue to purchase more shared.

Thanks for your advice, and best wishes for the New Year.

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Read Answer Asked by Alvin on January 04, 2021

• ARK Innovation ETF (ARKK $74.97)
  • $74.97 P/E (TTM): 39.89X Cap: $8.23B
  • View ARKK Profile
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Q: ARKK: bought in October - tiny % of USD portfolio. Shows no dividend payment; however, when I was going through my accounts to-day I noticed a dividend payment of $124.97 and $488.52? Confused.

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Read Answer Asked by James on January 04, 2021

Q: Happy new year! Thank you for your help this year.
Could you comment on AQB (AquaBounty)?
Thanks!

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Read Answer Asked by Yongwei on January 04, 2021

• Veeva Systems Inc. Class A (VEEV $273.72)
  • $273.72 P/E (TTM): 60.36X Cap: $45.40B
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• Teladoc Health Inc. (TDOC $7.00)
  • $7.00 Cap: $1.19B
  • View TDOC Profile
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Q: I am looking to increase my US exposure to the healthcare sector for my TSFA, which would you recommend TDOC or VEEV for growth potential, risk is not a factor? If you have other preferences, please include your list.

Thanks for your service!

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Read Answer Asked by Ozzie on January 04, 2021

• Change Healthcare Inc. (CHNG)
  • Cap: $17.51B
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• Health Catalyst Inc (HCAT $2.17)
  • $2.17 Cap: $153M
  • View HCAT Profile
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Q: Hello there,

Any views on CHNG ? Good for a growth portfolio ? Anything better in that sector ?
Reply at your leisure. No rush.
Season's greetings to all of you,

Jacques IDS

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Read Answer Asked by Jacques on January 04, 2021

• SFL Corporation Ltd (SFL $8.26)
  • $8.26 Cap: $1.19B
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• InfraCap MLP ETF 1.25x Shares (AMZA $39.99)
  • $39.99 P/E (TTM): 14.57X Cap: $388M
  • View AMZA Profile
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• Golar LNG Partners LP (GMLP $3.55)
  • $3.55 P/E (TTM): 12.31X Cap: $246M
  • View GMLP Profile
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• NGL ENERGY PARTNERS LP representing Limited Partner Interests (NGL $9.91)
  • $9.91 Cap: $1.20B
  • View NGL Profile
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Q: With oil looking like it may come back I would appreciate your opinion on 4 US oil related companies that I am down on. I am not so convinced that they can come back or even survive but I would really appreciate your opinion on them.
Thank you and Seasons Greetings to you! James

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Read Answer Asked by JAMES on January 04, 2021

• Moneygram International Inc. (MGI)
  • P/E (TTM): 28.79X Cap: $1.07B
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Q: Thoughts on this company

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Read Answer Asked by Cory on January 04, 2021

• Maravai LifeSciences Holdings Inc. (MRVI $3.62)
  • $3.62 Cap: $831M
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Q: Any thoughts on Maravai Lifesciences?

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Read Answer Asked by Gregory on January 04, 2021

• Amplify Cybersecurity ETF (HACK $82.42)
  • $82.42 P/E (TTM): 39.22X Cap: $2.20B
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• Palo Alto Networks Inc. (PANW $201.00)
  • $201.00 P/E (TTM): 127.88X Cap: $135.71B
  • View PANW Profile
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• Rapid7 Inc. (RPD $13.47)
  • $13.47 P/E (TTM): 40.09X Cap: $881M
  • View RPD Profile
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• CrowdStrike Holdings Inc. (CRWD $513.67)
  • $513.67 Cap: $128.90B
  • View CRWD Profile
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Q: What are your top 3 ideas for a cyber security stock that could be bought now for a multi year hold?

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Read Answer Asked by Dan on January 04, 2021

• Xylem Inc. New (XYL $140.16)
  • $140.16 P/E (TTM): 36.79X Cap: $34.32B
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Q: Would XYL be classified under utilities? Thanks and wishing you all the best in 2021! Happy New Year!

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Read Answer Asked by Meghan on January 04, 2021

• INVESCO QQQ Trust (QQQ $596.31)
  • $596.31 P/E (TTM): 36.04X Cap: $397.99B
  • View QQQ Profile
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• ARK Innovation ETF (ARKK $74.97)
  • $74.97 P/E (TTM): 39.89X Cap: $8.23B
  • View ARKK Profile
  • View Questions on ARKK

Q: Happy New Year to all at 5i!!!! I would like to make a TFSA investment for a long term hold in both QQQ and ARKK. Does this seem alright to do at this time? Should I chose one over the other, or would both investments compliment each other? Cheers, Tamara

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Read Answer Asked by Tamara on January 04, 2021

• Carnival Corporation (CCL $25.76)
  • $25.76 P/E (TTM): 13.21X Cap: $34.38B
  • View CCL Profile
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• Invesco Solar ETF (TAN $48.22)
  • $48.22 P/E (TTM): 18.42X Cap: $945M
  • View TAN Profile
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Q: I know Solar companies in this ETF and a giant cruise line are completely different but looking forward for growth in my TFSA which one would get the nod and why over the next year ???
Thank you and Happy New Year!!

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Read Answer Asked by Dennis on January 04, 2021

• Aclaris Therapeutics Inc. (ACRS $2.49)
  • $2.49 Cap: $261M
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Q: Can you please comment on this company? Thank you and happy holiday.

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Read Answer Asked by Yi on January 04, 2021

• Viatris Inc. (VTRS $10.71)
  • $10.71 Cap: $12.27B
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Q: I would like your opinion on VTRS. I got 49share thru owning Pfizer. Should I add or sell. Thanks.

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Read Answer Asked by John on January 04, 2021

• Open Text Corporation (OTEX $46.15)
  • $46.15 P/E (TTM): 17.65X Cap: $11.73B
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• Workday Inc. (WDAY $225.64)
  • $225.64 P/E (TTM): 107.36X Cap: $60.24B
  • View WDAY Profile
  • View Questions on WDAY

Q: I presently have a small position in Open text - considering selling, Is there a US alternative?

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Read Answer Asked by Lorraine on January 04, 2021

• Pfizer Inc. (PFE $25.45)
  • $25.45 P/E (TTM): 13.33X Cap: $142.59B
  • View PFE Profile
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• AstraZeneca PLC (AZN $89.55)
  • $89.55 P/E (TTM): 39.55X Cap: $277.34B
  • View AZN Profile
  • View Questions on AZN
• Novavax Inc. (NVAX $6.57)
  • $6.57 P/E (TTM): 3.69X Cap: $1.13B
  • View NVAX Profile
  • View Questions on NVAX
• Moderna Inc. (MRNA $24.92)
  • $24.92 Cap: $9.67B
  • View MRNA Profile
  • View Questions on MRNA
• BioNTech SE (BNTX $102.53)
  • $102.53 Cap: $24.63B
  • View BNTX Profile
  • View Questions on BNTX

Q: We purchased ARCT at $105 US and it has dropped 50% due to underwhelming results.
It jumped 10% yesterday. Should we consider dollar cost averaging?
How would you rank the vaccine stocks in terms of growth?
Thanks for a great year.

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Read Answer Asked by alisa on December 31, 2020

• Anheuser-Busch Inbev SA Sponsored ADR (Belgium) (BUD $61.16)
  • $61.16 P/E (TTM): 22.32X Cap: $111.64B
  • View BUD Profile
  • View Questions on BUD

Q: What is your outlook for BUD over next 1-2 years? Buy hold or sell?

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Read Answer Asked by Jacques on December 31, 2020

• AstraZeneca PLC (AZN $89.55)
  • $89.55 P/E (TTM): 39.55X Cap: $277.34B
  • View AZN Profile
  • View Questions on AZN

Q: AstraZeneca has approval for its vaccine which apparently has easier storage and transportability than its competitors vaccines. Also will be cheaper and therefore more available to the third world.
Your thoughts please on this company as an investment; they are of course involved in many other pharmaceuticals than just vaccines.
Many thanks
Happy New Year
Peter

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Read Answer Asked by Peter on December 31, 2020