Investment Q&A

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Q: What are your thoughts on WFH ETF
Can you please give me MER. Is it expensive OR fairly price

Thanks for the great service.

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Read Answer Asked by Hector on July 07, 2020

• Skyworks Solutions Inc. (SWKS $75.42)
  • $75.42 Fwd P/E: 30.45X Cap: $11.66B
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• GLOBAL X FDS (SNSR $38.13)
  • $38.13 Fwd P/E: 55.91X Cap: $230M
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• STMicroelectronics N.V. (STM $32.27)
  • $32.27 Fwd P/E: 19.96X Cap: $29.76B
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Q: Which company in your opinion would be the best investment in IoT chip market. I saw a report saying that this market would grow to 525.4 billion by 2025. Thanks Ernie

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Read Answer Asked by Ernie on July 07, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.42)
  • $153.42 Fwd P/E: 94.42X Cap: $199.04B
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• Etsy Inc. (ETSY $57.87)
  • $57.87 Fwd P/E: 42.14X Cap: $6.06B
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Q: Hi 5I, how would you compare Etsy and Shopify as to product, valuation (cheap or expensive), balance sheet, management, growth etc. Thanks
Mike

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Read Answer Asked by Michael on July 07, 2020

• Dominion Energy Inc. (D $57.39)
  • $57.39 Fwd P/E: 24.13X Cap: $48.94B
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Q: Can you explain why this was down so much even after Warren Buffet made a sizeable investment? Is this because Buffet got a good deal? Why would the company do a move like this?

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Read Answer Asked by Mike on July 07, 2020

• Intercept Pharmaceuticals Inc. (ICPT)
  • Cap: $794M
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Q: Analyst have down graded ICPT and fallen 50% or so. Could not find reason for down grade. Is it worth holding or is it a sell
Thankx
Thomas

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Read Answer Asked by Thomas on July 07, 2020

• Curtiss-Wright Corporation (CW $473.27)
  • $473.27 Fwd P/E: 42.21X Cap: $18.22B
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Q: Hi 5i Team,

Do you have any thoughts about Curtiss-Wright? Seem like good end markets, valuation, not too much debt, free cash flow generation, share count is steady, etc.

I appreciate that you don’t follow them but looking for an alternative to RTX and the like.

Derek

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Read Answer Asked by Derek on July 07, 2020

• Old Dominion Freight Line Inc. (ODFL $167.73)
  • $167.73 Fwd P/E: 32.11X Cap: $35.50B
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Q: Hi folks
I would like to add a bit to my Industrials. What do you think about Old Dominion Freight at this juncture? I believe they have been around since 1934 ish. I am looking for a steady eddie with some growth.
Thank you for all the support you give us every day...

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Read Answer Asked by El-ann on July 07, 2020

• CryoPort Inc. (CYRX $7.55)
  • $7.55 Cap: $376M
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Q: CYRX seems to have found it's mojo the last few months. What was the catalyst and how far do you think it will go.
Thanks,
Ian

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Read Answer Asked by Ian on July 07, 2020

• NantHealth Inc. (NH)
  • Cap: $10M
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Q: Can you please give me your opinion of this stock?

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Read Answer Asked by Elaine or Gerry on July 07, 2020

• Illumina Inc. (ILMN $99.25)
  • $99.25 Cap: $15.83B
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• Regeneron Pharmaceuticals Inc. (REGN $567.74)
  • $567.74 Fwd P/E: 14.23X Cap: $60.43B
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• AbbVie Inc. (ABBV $192.45)
  • $192.45 Fwd P/E: 83.33X Cap: $344.44B
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• iShares Global Healthcare ETF (IXJ $86.12)
  • $86.12 Fwd P/E: 28.3X Cap: $3.75B
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• Health Care Select Sector SPDR (XLV $135.19)
  • $135.19 Fwd P/E: 65.56X Cap: $34.68B
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• iShares Biotechnology ETF (IBB $131.59)
  • $131.59 Fwd P/E: 40.21X Cap: $5.63B
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• iShares U.S. Medical Devices ETF (IHI $60.97)
  • $60.97 Fwd P/E: 105.73X Cap: $4.56B
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• Guardant Health Inc. (GH $50.25)
  • $50.25 Cap: $6.35B
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Q: I have very little healthcare in my portfolio and also need to diversify geographically. There are so many opinions on what types of healthcare to invest in (drugs, medical devices (knees, hips), insurance, pharmacies, etc.) that I am struggling to jump in. What would be your top three healthcare related choices (outside Canada) to invest in for the long term.

Thank you for the great service you provide

Sean

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Read Answer Asked by Sean on July 06, 2020

• Tesla Inc. (TSLA $313.51)
  • $313.51 Fwd P/E: 170.26X Cap: $998.07B
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Q: Wow! I did a search for questions for TSLA...not a single question?
So here goes...your thoughts on Tesla please.
Thanks.
T

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Read Answer Asked by Tracey on July 06, 2020

• Harmony Gold Mining Company Limited (HMY $14.62)
  • $14.62 Fwd P/E: 18.66X Cap: $9.09B
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• Gold Resource Corporation (GORO $0.68)
  • $0.68 Cap: $96M
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Q: Peter and His Wonder Team
If you had to choose one gold company to hold for the long term which would it be. HMY has just hit a new high and appears to have momentum and good leverage if gold goes higher. On the other hand GORO has less geopolitical risk, appears to be well managed but seems very range bound with resistance to follow the sector. Is this more of a short term problem for them. I am in a quandary. Your thoughts please! Thanks!

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Read Answer Asked by Ernest on July 06, 2020

• Microsoft Corporation (MSFT $503.32)
  • $503.32 Fwd P/E: 38.78X Cap: $3.74T
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• iShares Russell 2000 Growth ETF (IWO $288.65)
  • $288.65 Fwd P/E: 41.78X Cap: $11.63B
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Q: I have a massive,massive gain in MSFT after buying this in the low $20 range over 10 years ago. Would you sell off a portion and invest the proceeds in IWO or just hold on to MSFT? Thanks Ron

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Read Answer Asked by Ronald on July 06, 2020

• Lemonade Inc. (LMND $38.18)
  • $38.18 Cap: $2.91B
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Q: Can I get your thoughts on the Lemonade IPO please, the market seems to eat up all the tech ipo's these days. I couldn't resist myself, but what does 5i think a ballpark fair price would be for something like this?

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Read Answer Asked by dan on July 06, 2020

• Veeva Systems Inc. Class A (VEEV $275.89)
  • $275.89 Fwd P/E: 59.8X Cap: $46.02B
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Q: I have some US dollars to deploy, what one US stock would you recommend today regardless of all other assets already held?

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Read Answer Asked by John on July 06, 2020

• Gen Digital Inc Com (NLOK)
  • Fwd P/E: 15.5X Cap: $14.41B
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Q: Your opinion please on nlok.

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Read Answer Asked by Irv on July 06, 2020

• B&G Foods Inc. (BGS $4.42)
  • $4.42 Cap: $344M
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Q: Hi Guys,

On July 1st in Globe & Mail, Gordon Pape recommended B&G Foods as a higher risk, "overlooked Income Stock which as weathered the COVID-19 storm". Any thoughts or updates ?

Take Care !

Dave

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Read Answer Asked by David on July 06, 2020

• Ulta Beauty Inc. (ULTA $476.84)
  • $476.84 Fwd P/E: 18.62X Cap: $21.43B
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Q: good morning, what is your take on Ulta beauty in today's environment? do you think long term there is plenty of room for growth.

thanks Dave

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Read Answer Asked by Dave on July 03, 2020

• Revolve Group Inc. Class A (RVLV $21.56)
  • $21.56 Fwd P/E: 31.0X Cap: $1.55B
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Q: Please share your thoughts on RVLV for a long term investment? How would you think its future will be like? Is now a good time to initiate a small position?

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Read Answer Asked by David on July 03, 2020

Q: Invesco DWA Healthcare Momentum ETF
NASDAQ:PTH

Has done very well and achieved first quartile performance over five years, second quartile over 10 years. Didn't seem to attract any questions from members. Your opinion is much appreciated,

Thanks

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Read Answer Asked by Saad on July 03, 2020