Investment Q&A

• Amazon.com Inc. (AMZN $199.81)
  • $199.81 P/E (TTM): 29.31X Cap: $2.22T
  • View AMZN Profile
  • View Questions on AMZN
• NVIDIA Corporation (NVDA $167.43)
  • $167.43 P/E (TTM): 35.84X Cap: $4.16T
  • View NVDA Profile
  • View Questions on NVDA
• Kinaxis Inc. (KXS $135.84)
  • $135.84 P/E (TTM): 42.05X Cap: $3.86B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $154.14)
  • $154.14 P/E (TTM): 131.37X Cap: $208.59B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• The Trade Desk Inc. (TTD $21.24)
  • $21.24 P/E (TTM): 26.61X Cap: $10.34B
  • View TTD Profile
  • View Questions on TTD
• Roku Inc. (ROKU $86.95)
  • $86.95 P/E (TTM): 174.66X Cap: $13.12B
  • View ROKU Profile
  • View Questions on ROKU
• Guardant Health Inc. (GH $84.08)
  • $84.08 Cap: $11.55B
  • View GH Profile
  • View Questions on GH
• Boyd Group Services Inc. (BYD $176.51)
  • $176.51 P/E (TTM): 194.38X Cap: $5.10B
  • View BYD Profile
  • View Questions on BYD
  • View Reports on BYD
• Celsius Holdings Inc. (CELH $34.19)
  • $34.19 P/E (TTM): 158.6X Cap: $9.14B
  • View CELH Profile
  • View Questions on CELH

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.

Upvote 0

Read Answer Asked on February 26, 2021

• Construction Partners Inc. (ROAD $109.45)
  • $109.45 P/E (TTM): 51.24X Cap: $6.20B
  • View ROAD Profile
  • View Questions on ROAD

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.

Upvote 0

Read Answer Asked by Harvey on February 26, 2021

• Livent Corporation (LTHM)
  • P/E (TTM): 3.41X
  • View LTHM Profile
  • View Questions on LTHM

Q: What are your thoughts on a 3 to 5 year hold
Thanks

Upvote 0

Read Answer Asked by Sam on February 26, 2021

• Moody's Corporation (MCO $427.77)
  • $427.77 P/E (TTM): 32.27X Cap: $76.94B
  • View MCO Profile
  • View Questions on MCO
• MSCI Inc. (MSCI $526.60)
  • $526.60 P/E (TTM): 35.16X Cap: $39.09B
  • View MSCI Profile
  • View Questions on MSCI

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.

Upvote 0

Read Answer Asked by Gayle on February 26, 2021

• Illumina Inc. (ILMN $117.72)
  • $117.72 P/E (TTM): 22.63X Cap: $19.02B
  • View ILMN Profile
  • View Questions on ILMN
• Invitae Corporation (NVTA)
  • Cap: $5M
  • View NVTA Profile
  • View Questions on NVTA
• CRISPR Therapeutics AG (CRSP $45.75)
  • $45.75 Cap: $4.56B
  • View CRSP Profile
  • View Questions on CRSP
• Twist Bioscience Corporation (TWST $44.45)
  • $44.45 Cap: $2.86B
  • View TWST Profile
  • View Questions on TWST

Q: What would be your top pick today among these four biotech stocks ?

Upvote 0

Read Answer Asked by Sébastien on February 26, 2021

• Global Industrial Company Com (SYX)
  • P/E (TTM): 18.7X Cap: $1.32B
  • View SYX Profile
  • View Questions on SYX

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.

Upvote 0

Read Answer Asked by Gayle on February 26, 2021

• Redfin Corporation (RDFN)
  • Cap: $1.43B
  • View RDFN Profile
  • View Questions on RDFN

Q: Could you comment on Redfin results please. Would you consider this a good time to add to a position?

Upvote 0

Read Answer Asked by Tanner on February 26, 2021

• Amazon.com Inc. (AMZN $199.81)
  • $199.81 P/E (TTM): 29.31X Cap: $2.22T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $525.01)
  • $525.01 P/E (TTM): 25.72X Cap: $1.38T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $275.01)
  • $275.01 P/E (TTM): 27.66X Cap: $3.39T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $357.86)
  • $357.86 P/E (TTM): 23.95X Cap: $2.71T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $167.43)
  • $167.43 P/E (TTM): 35.84X Cap: $4.16T
  • View NVDA Profile
  • View Questions on NVDA

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

Upvote 0

Read Answer Asked by Jason on February 26, 2021

• XPEL Inc. (XPEL $40.17)
  • $40.17 P/E (TTM): 21.08X Cap: $1.11B
  • View XPEL Profile
  • View Questions on XPEL

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

Upvote 0

Read Answer Asked by Howard on February 26, 2021

• Palantir Technologies Inc. (PLTR $142.87)
  • $142.87 P/E (TTM): 255.3X Cap: $352.76B
  • View PLTR Profile
  • View Questions on PLTR

Q: Hi 5i Team
What is your recommendation for PLTR now, buy hold or sell, and why?
Thanks as always!

Leo

Upvote 0

Read Answer Asked by Le on February 26, 2021

• QUALCOMM Incorporated (QCOM $127.53)
  • $127.53 P/E (TTM): 25.88X Cap: $139.28B
  • View QCOM Profile
  • View Questions on QCOM
• General Motors Company (GM $73.42)
  • $73.42 P/E (TTM): 23.16X Cap: $68.33B
  • View GM Profile
  • View Questions on GM
• JPMorgan Chase & Co. (JPM $283.37)
  • $283.37 P/E (TTM): 14.49X Cap: $786.61B
  • View JPM Profile
  • View Questions on JPM
• Verizon Communications Inc. (VZ $50.61)
  • $50.61 P/E (TTM): 12.46X Cap: $214B
  • View VZ Profile
  • View Questions on VZ

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.

Upvote 0

Read Answer Asked by Peter on February 26, 2021

• Workhorse Group Inc. (WKHS $2.75)
  • $2.75 Cap: $6M
  • View WKHS Profile
  • View Questions on WKHS

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,

Upvote 0

Read Answer Asked by Juanita on February 26, 2021

• Rocket Companies Inc. Class A (RKT $13.65)
  • $13.65 Cap: $39.33B
  • View RKT Profile
  • View Questions on RKT

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.

Upvote 0

Read Answer Asked by Chris on February 26, 2021

• Xylem Inc. New (XYL $118.04)
  • $118.04 P/E (TTM): 30.6X Cap: $29.05B
  • View XYL Profile
  • View Questions on XYL

Q: Would you recommend either company. on what exchange does Iberdola

Upvote 0

Read Answer Asked by thambirajah on February 25, 2021

• Conformis Inc. (CFMS)
  • View CFMS Profile
  • View Questions on CFMS

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

Upvote 0

Read Answer Asked by Eric on February 25, 2021

• iShares Global REIT ETF (REET $24.75)
  • $24.75 P/E (TTM): 32.27X Cap: $4.37B
  • View REET Profile
  • View Questions on REET
• GLOBAL X FDS (SRET $20.89)
  • $20.89 P/E (TTM): 13.77X Cap: $209M
  • View SRET Profile
  • View Questions on SRET

Q: Is the risk/return appropriate for a RSP/RIF? Is there a better REIT for foreign holdings?

Upvote 0

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

Upvote 0

Read Answer Asked by Martin on February 25, 2021

• Expeditors International of Washington Inc. (EXPD $141.15)
  • $141.15 P/E (TTM): 23.62X Cap: $18.97B
  • View EXPD Profile
  • View Questions on EXPD
• Boston Scientific Corporation (BSX $69.21)
  • $69.21 P/E (TTM): 35.85X Cap: $104.28B
  • View BSX Profile
  • View Questions on BSX
• Chevron Corporation (CVX $211.68)
  • $211.68 P/E (TTM): 30.95X Cap: $414.62B
  • View CVX Profile
  • View Questions on CVX
• Medtronic plc. (MDT $87.10)
  • $87.10 P/E (TTM): 24.35X Cap: $111.64B
  • View MDT Profile
  • View Questions on MDT
• SmartCentres Real Estate Investment Trust (SRU.UN $26.47)
  • $26.47 P/E (TTM): 33.38X Cap: $4.75B
  • View SRU.UN Profile
  • View Questions on SRU.UN
• BP p.l.c. (BP $46.52)
  • $46.52 P/E (TTM): 27.72X Cap: $118.61B
  • View BP Profile
  • View Questions on BP

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!

Upvote 1

Read Answer Asked by Nhung on February 25, 2021

• Amazon.com Inc. (AMZN $199.81)
  • $199.81 P/E (TTM): 29.31X Cap: $2.22T
  • View AMZN Profile
  • View Questions on AMZN

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.

Upvote 0

Read Answer Asked by David on February 25, 2021

• Magnite Inc. (MGNI $11.46)
  • $11.46 P/E (TTM): 14.48X Cap: $1.71B
  • View MGNI Profile
  • View Questions on MGNI

Q: Good Morning... your thoughts on MGNI earnings, guidance and prospects... thx M

Upvote 0

Read Answer Asked by Mark on February 25, 2021