Investment Q&A

• Amazon.com Inc. (AMZN $199.34)
  • $199.34 P/E (TTM): 29.31X Cap: $2.13T
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• NVIDIA Corporation (NVDA $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
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• Kinaxis Inc. (KXS $136.07)
  • $136.07 P/E (TTM): 42.05X Cap: $3.76B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.42)
  • $155.42 P/E (TTM): 131.37X Cap: $202.68B
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• The Trade Desk Inc. (TTD $21.28)
  • $21.28 P/E (TTM): 26.61X Cap: $10.12B
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• Roku Inc. (ROKU $87.15)
  • $87.15 P/E (TTM): 174.66X Cap: $12.84B
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• Guardant Health Inc. (GH $84.61)
  • $84.61 Cap: $11.09B
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• Boyd Group Services Inc. (BYD $175.78)
  • $175.78 P/E (TTM): 194.38X Cap: $4.89B
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• Celsius Holdings Inc. (CELH $33.94)
  • $33.94 P/E (TTM): 158.6X Cap: $8.72B
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Q: Markets are really backing off with Nasdaq down over 500 points Thursday afternoon. Looks like a good correction. Can you list your top 10 stocks (1 to 10) you would buy that seem to be set up for big rebounds.

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Read Answer Asked on February 26, 2021

• Construction Partners Inc. (ROAD $109.04)
  • $109.04 P/E (TTM): 51.24X Cap: $6.16B
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Q: Do you feel this company would benefit from the anticipated infrastructure build in the U.S.? How much of their business is derived from public vs private sectors? Regarding the balance sheet, would you feel comfortable investing in it? Please add any other pertinent information you deem appropriate. Thank you.

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Read Answer Asked by Harvey on February 26, 2021

• Livent Corporation (LTHM)
  • P/E (TTM): 3.41X
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Q: What are your thoughts on a 3 to 5 year hold
Thanks

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Read Answer Asked by Sam on February 26, 2021

• Moody's Corporation (MCO $424.84)
  • $424.84 P/E (TTM): 32.27X Cap: $75.62B
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• MSCI Inc. (MSCI $523.40)
  • $523.40 P/E (TTM): 35.16X Cap: $38.27B
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Q: I bought MSCI in 2018 mostly for its recurring revenue and ability to set its prices. It has been a steady grower. Do you expect this to continue or has it reached a plateau? Does it have meaningful competition yet? If I sell to buy an ARK fund, am I taking on a lot more risk? Thank you. Hi, I just asked a Q about MSCI. Another option I am considering is to sell MSCI to buy MCO to capture some higher growth that may happen in this investing climate. Should I switch or hold steady? Thanks.

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Read Answer Asked by Gayle on February 26, 2021

• Illumina Inc. (ILMN $117.67)
  • $117.67 P/E (TTM): 22.63X Cap: $17.99B
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• Invitae Corporation (NVTA)
  • Cap: $5M
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• CRISPR Therapeutics AG (CRSP $45.75)
  • $45.75 Cap: $4.39B
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• Twist Bioscience Corporation (TWST $44.53)
  • $44.53 Cap: $2.73B
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Q: What would be your top pick today among these four biotech stocks ?

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Read Answer Asked by Sébastien on February 26, 2021

• Global Industrial Company Com (SYX)
  • P/E (TTM): 18.7X Cap: $1.32B
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Q: Your interpretation of the 4th Q report, please. It looks good to me, dividend raise and also sales over $1B. Is this a milestone in the US also?
In this market it has dropped back. Is this a good company and time to add to? Thank you.

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Read Answer Asked by Gayle on February 26, 2021

• Redfin Corporation (RDFN)
  • Cap: $1.43B
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Q: Could you comment on Redfin results please. Would you consider this a good time to add to a position?

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Read Answer Asked by Tanner on February 26, 2021

• Amazon.com Inc. (AMZN $199.34)
  • $199.34 P/E (TTM): 29.31X Cap: $2.13T
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• Meta Platforms Inc. (META $525.72)
  • $525.72 P/E (TTM): 25.72X Cap: $1.32T
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• Alphabet Inc. (GOOG $273.76)
  • $273.76 P/E (TTM): 27.66X Cap: $3.31T
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• Microsoft Corporation (MSFT $356.77)
  • $356.77 P/E (TTM): 23.95X Cap: $2.64T
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• NVIDIA Corporation (NVDA $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
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Q: Hi!

What names in large cap tech in the U.S. do you think is attractively valued right now? I'm looking at MSFT and GOOGL right now.

Jason

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Read Answer Asked by Jason on February 26, 2021

• XPEL Inc. (XPEL $40.42)
  • $40.42 P/E (TTM): 21.08X Cap: $1.11B
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Q: HI
I have owned Xpel for many years . It has gone up to over $55.00 and has now dropped over 20 % in the the past few days . I also see some insider selling on the stock . What is your opinion on this stock . Should I continue to hold it in my portfolio

Howard

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Read Answer Asked by Howard on February 26, 2021

• Palantir Technologies Inc. (PLTR $143.06)
  • $143.06 P/E (TTM): 255.3X Cap: $342B
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Q: Hi 5i Team
What is your recommendation for PLTR now, buy hold or sell, and why?
Thanks as always!

Leo

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Read Answer Asked by Le on February 26, 2021

• QUALCOMM Incorporated (QCOM $127.11)
  • $127.11 P/E (TTM): 25.88X Cap: $135.62B
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• General Motors Company (GM $72.98)
  • $72.98 P/E (TTM): 23.16X Cap: $65.97B
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• JPMorgan Chase & Co. (JPM $282.84)
  • $282.84 P/E (TTM): 14.49X Cap: $762.82B
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• Verizon Communications Inc. (VZ $50.31)
  • $50.31 P/E (TTM): 12.46X Cap: $212.19B
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Q: Looking to increase my US div. Yield with these picks, would now be a good time to enter or wait, and would you consider better choices and please rate best to worse, thanks.

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Read Answer Asked by Peter on February 26, 2021

• Workhorse Group Inc. (WKHS $2.77)
  • $2.77 Cap: $6M
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Q: When news comes out about a company, like it has for Workhorse yesterday, "The investigation focuses on whether the Company and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices." and the stock seems to be reacting to this, what are your recommendations and what other things should be considered? Thanks,

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Read Answer Asked by Juanita on February 26, 2021

• Rocket Companies Inc. Class A (RKT $13.67)
  • $13.67 Cap: $38.54B
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Q: Fairly new company(1 year publicly traded). Could I have your view of its growth and profit potential. Do you like it’s future prospects. Thx.

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Read Answer Asked by Chris on February 26, 2021

• Xylem Inc. New (XYL $117.55)
  • $117.55 P/E (TTM): 30.6X Cap: $28.58B
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Q: Would you recommend either company. on what exchange does Iberdola

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Read Answer Asked by thambirajah on February 25, 2021

• Conformis Inc. (CFMS)
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Q: Hi,

Could you comment on this cie, market cap is relatively low but it seems they had good revenues in 2020. Are they under valued and would you feel confident to invest at least for a couple of years. Thanks

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Read Answer Asked by Eric on February 25, 2021

• iShares Global REIT ETF (REET $24.70)
  • $24.70 P/E (TTM): 32.27X Cap: $4.33B
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• GLOBAL X FDS (SRET $20.72)
  • $20.72 P/E (TTM): 13.77X Cap: $207M
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Q: Is the risk/return appropriate for a RSP/RIF? Is there a better REIT for foreign holdings?

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Read Answer Asked by Jean on February 25, 2021

Q: I saw a mention of this US etf, BATT, and wondering if it would be a good growth opportunity. What do you think? Thanks

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Read Answer Asked by Martin on February 25, 2021

• Expeditors International of Washington Inc. (EXPD $141.22)
  • $141.22 P/E (TTM): 23.62X Cap: $18.78B
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• Boston Scientific Corporation (BSX $69.17)
  • $69.17 P/E (TTM): 35.85X Cap: $102.79B
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• Chevron Corporation (CVX $211.15)
  • $211.15 P/E (TTM): 30.95X Cap: $421.32B
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• Medtronic plc. (MDT $87.14)
  • $87.14 P/E (TTM): 24.35X Cap: $111.87B
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• SmartCentres Real Estate Investment Trust (SRU.UN $26.54)
  • $26.54 P/E (TTM): 33.38X Cap: $4.73B
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• BP p.l.c. (BP $46.68)
  • $46.68 P/E (TTM): 27.72X Cap: $121.70B
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Q: Good morning, 5 i Team!
The market had a great run in the last 12 months. I am looking to trim some gains and deploying the new cash in post Covid re-opening theme.
REIT, Travel, Leisure, Energy, Medical devices.
Your thoughts on SRU.UN /O, GOOG/EXPE, CVX/BP, MDT/BSX

Thank you!

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Read Answer Asked by Nhung on February 25, 2021

• Amazon.com Inc. (AMZN $199.34)
  • $199.34 P/E (TTM): 29.31X Cap: $2.13T
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Q: Good Morning 5i Team. With the recent pull back in Amazon, would it be a good time to enter the stock for a long term hold?

Thanks

Dave.

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Read Answer Asked by David on February 25, 2021

• Magnite Inc. (MGNI $11.65)
  • $11.65 P/E (TTM): 14.48X Cap: $1.68B
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Q: Good Morning... your thoughts on MGNI earnings, guidance and prospects... thx M

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Read Answer Asked by Mark on February 25, 2021