Investment Q&A

• Cisco Systems Inc. (CSCO $79.92)
  • $79.92 P/E (TTM): 28.35X Cap: $324.52B
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• QUALCOMM Incorporated (QCOM $127.11)
  • $127.11 P/E (TTM): 25.88X Cap: $139.28B
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• Skyworks Solutions Inc. (SWKS $53.65)
  • $53.65 P/E (TTM): 20.96X Cap: $8.52B
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• American Tower Corporation (REIT) (AMT $169.52)
  • $169.52 P/E (TTM): 32.75X Cap: $78.73B
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• Crown Castle Inc. (CCI $78.59)
  • $78.59 P/E (TTM): 80.52X Cap: $34B
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• CalAmp Corp. (CAMP)
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Q: Do you have any recommendations on 5 G stocks

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Read Answer Asked by Donald on February 08, 2021

Q: According to my very superficial analysis ARKK and ARKW have at least 6 stocks of the major holdings that are held by both funds: TSLA,ROKU,SQ,TDOC,PSTG and SPOT. Is owning both necessary?Is there enough of a difference? Thanks.

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Read Answer Asked by Paul on February 08, 2021

• Lockheed Martin Corporation (LMT $615.84)
  • $615.84 P/E (TTM): 28.68X Cap: $144.33B
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Q: Looking to add a defense company to my long term holdings...wondering what your company preference would be for a 10 year + hold. Thank you!

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Read Answer Asked by Peter on February 08, 2021

• Cisco Systems Inc. (CSCO $79.92)
  • $79.92 P/E (TTM): 28.35X Cap: $324.52B
  • View CSCO Profile
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• Skyworks Solutions Inc. (SWKS $53.65)
  • $53.65 P/E (TTM): 20.96X Cap: $8.52B
  • View SWKS Profile
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• American Tower Corporation (REIT) (AMT $169.52)
  • $169.52 P/E (TTM): 32.75X Cap: $78.73B
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• Crown Castle Inc. (CCI $78.59)
  • $78.59 P/E (TTM): 80.52X Cap: $34B
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• Limelight Networks Inc. (LLNW)
  • P/E (TTM): -7.2X Cap: $364M
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• CalAmp Corp. (CAMP)
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• Inseego Corp. (INSG $11.42)
  • $11.42 Cap: $185M
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• Ericsson (ERIC $11.14)
  • $11.14 P/E (TTM): 0.5X Cap: $17.11B
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Q: Hi 5i , 5G: Can you please pick the best 3 of these Co., best first.
thank you!
F

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Read Answer Asked by Fernando on February 08, 2021

• NVIDIA Corporation (NVDA $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.16T
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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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• CrowdStrike Holdings Inc. (CRWD $369.58)
  • $369.58 Cap: $93.73B
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• Digital Turbine Inc. (APPS $2.91)
  • $2.91 Cap: $357M
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• Unity Software Inc. (U $19.45)
  • $19.45 Cap: $8.42B
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Q: Hi,
I'm now down 25% on Unity. Is it time to run to something else?
If so, what 5 names would you recommend?
Thanks

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Read Answer Asked by Marco on February 08, 2021

• Kohl's Corporation (KSS $12.46)
  • $12.46 P/E (TTM): 7.65X Cap: $1.39B
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Q: Do you consider Kohls worth holding? The company pays a good dividend but does it offer potential for moderate growth? I own about 1/2 as position.
This is the question I asked in Oct 2019. Litte did we know what 2020 would bring. I have held on to this stock thinking it might recover. The stock price has recovered well. It appears the company has returned to positive earnings. Not sure when the company will begin paying a dividend.
Is this stock worth holding or should I move on?
Thank you for your great service.
Stephen

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Read Answer Asked by J Stephen on February 08, 2021

• PENN Entertainment Inc. (PENN $13.77)
  • $13.77 Cap: $1.83B
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• DraftKings Inc. (DKNG $20.72)
  • $20.72 Cap: $10.27B
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Q: Dear 5i
I`m reading that sports betting will grow at a rapid rate over the next 3-5 years or more . That being said , i`m contemplating between PENN and DKNG as two good choices . I'm seeing that Penn has a much better growth rate than DKNG so I'm leaning that way . Would you agree with this or would you recommend something else ?
Thanks
Bill C

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Read Answer Asked by Bill on February 08, 2021

• PAR Technology Corporation (PAR $12.81)
  • $12.81 Cap: $577M
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Q: PAR seems to have good momentum in the past year. What is your opinion of the company? Is their any comparison to LSPD?
John

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Read Answer Asked by John on February 08, 2021

• Salesforce Inc. (CRM $179.31)
  • $179.31 P/E (TTM): 25.02X Cap: $171.34B
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Q: Hello 5i
I have noticed that CRM doesn't show up in the disclaimer at the bottom of any 5i answers. Maybe I'm reading too much into this but is there a peer of CRM that you "like" more?
Thanks
Dave

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Read Answer Asked by Dave on February 08, 2021

• Algoma Central Corporation (ALC $21.16)
  • $21.16 P/E (TTM): 8.06X Cap: $858M
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• Danaos Corporation (DAC $110.74)
  • $110.74 Cap: $2.06B
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• International Seaways Inc. (INSW $71.16)
  • $71.16 P/E (TTM): 11.24X Cap: $3.46B
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Q: I was wondering if there are any shipping container companies that you would recommend for investment consideration?
Canadian options?
Thanks, Calvin

Upvote 1

Read Answer Asked by Calvin on February 08, 2021

• Franco-Nevada Corporation (FNV $324.25)
  • $324.25 P/E (TTM): 47.95X Cap: $60.80B
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• Agnico Eagle Mines Limited (AEM $268.22)
  • $268.22 P/E (TTM): 20.9X Cap: $130.26B
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• Strategy Inc (MSTR $126.03)
  • $126.03 Cap: $45.93B
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Q: Which of the 2 above gold companies do you prefer for a 5 year hold?
May I have your opinion on Mstr as a speculative buy.
Thank you

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Read Answer Asked by Terry on February 08, 2021

• Zomedica Pharmaceuticals Corp. (ZOM $0.29)
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• Trupanion Inc. (TRUP $25.45)
  • $25.45 P/E (TTM): 58.36X Cap: $1.10B
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Q: This stock has moved to the american exchange and has quite a run lately, what do you think of it.

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Read Answer Asked by don on February 08, 2021

• Dynatrace Inc. (DT $35.91)
  • $35.91 P/E (TTM): 63.44X Cap: $10.87B
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Q: Hi 5i,
Dynatrace posted a good earning last week and seems to have come out of the breakout price. Can you provide your assessment on the stock valuation and future potential.
Best Regards

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Read Answer Asked by Vinod on February 08, 2021

• iShares Russell 2000 Growth ETF (IWO $307.37)
  • $307.37 P/E (TTM): 22.36X Cap: $12.31B
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• State Street SPDR S&P 500 ETF Trust (SPY $634.09)
  • $634.09 P/E (TTM): 26.17X Cap: $627.67B
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Q: I want to hold IWO and SPY etf's, I am a canadian resident.
Are there any tax, exchange rate implications for me in holding these ( or any other US stocks )?

If yes, then suggest a equivalent Canadian ETF.

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Read Answer Asked by HARRY on February 08, 2021

• Nuance Communications Inc. (NUAN)
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• CrowdStrike Holdings Inc. (CRWD $369.58)
  • $369.58 Cap: $93.73B
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• Digital Turbine Inc. (APPS $2.91)
  • $2.91 Cap: $357M
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• Celsius Holdings Inc. (CELH $33.94)
  • $33.94 P/E (TTM): 158.6X Cap: $8.72B
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• Magnite Inc. (MGNI $11.65)
  • $11.65 P/E (TTM): 14.48X Cap: $1.68B
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Q: Would like your opinion on NUAN, APPS and AT as a growth stock. Looking for 2 to add to my TFSA. Could you rank them in order of preference and if you have a favourite include it in the list.
Thank you John

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Read Answer Asked by John on February 08, 2021

• CuriosityStream Inc. (CURI $2.85)
  • $2.85 Cap: $185M
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Q: Level of debt? Inside ownership? Revenue growth rate? Prospects for the future?

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Read Answer Asked by Cory on February 08, 2021

• Splunk Inc. (SPLK)
  • P/E (TTM): 237.35X Cap: $26.43B
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Q: I purchased SPLK back in Sept. 2020 and am down 20%. I know that there is an impending class action lawsuit against them and want to know, should I hold or move on and place the money in another similar stock that you would recommend ? Thanks

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Read Answer Asked by Frank on February 05, 2021

• Cerence Inc. (CRNC $6.06)
  • $6.06 P/E (TTM): 351.0X Cap: $272M
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Q: Hello 5I team: I own cerence (thanks to your recommendation investor suite) wondering about you outlook with alexa and siri pushing in the space,They(crnc) seem miles ahead with world wide acceptence .Have a overweight position. Trim weighting or run for a few more quarters?
Thanks Mike

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Read Answer Asked by michael on February 05, 2021

• Westlake Chemical Partners LP representing limited partner interests (WLKP $21.71)
  • $21.71 P/E (TTM): 22.76X Cap: $783M
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Q: Several chemical companies I have noticed lately seem to represent reasonable value. Do you perceive WLKP to be one such company for an income oriented investor?

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Read Answer Asked by David on February 05, 2021

• Twist Bioscience Corporation (TWST $44.53)
  • $44.53 Cap: $2.73B
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• Magnite Inc. (MGNI $11.65)
  • $11.65 P/E (TTM): 14.48X Cap: $1.68B
  • View MGNI Profile
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Q: MGNI- another home run for your team. Well done and thx. Do you like the deal?

I had not bought twst yet. Do you like the entry point after the drop on reporting?

Thx as always
Brian

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Read Answer Asked by Brian on February 05, 2021