Investment Q&A

• Paysign Inc. (PAYS)
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• Digital Turbine Inc. (APPS)
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Q: Hello Peter and Crew,

Could you please comment on these two stocks that were in favour for a while last year, but as much in 2020. Still worth holding to see where they go? They have bounced from the bottom, but certainly not as much as others in comparable spaces.

Thanks,

Brad

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Read Answer Asked by Bradley on May 21, 2020

• CVS Health Corporation (CVS)
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• Medtronic plc. (MDT)
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Q: Hello
I have owned CVS for a approx two years. I am down just over 10%.
Although rumors of Amazon opening up online pharmacy seemed to have died down. Debt I think (correct me if I am wrong)is holding the stock price down?

I am thinking of dumping it for Medtronics although it is a completely different business although still related to health care. I think more chance of stock price upside?

Can I have your opinion on this change?
Thanks
Stephane

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Read Answer Asked by Stephane on May 21, 2020

• Costco Wholesale Corporation (COST)
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Q: With other recent big box retailers results , what is your opinion on Costco ?
My own shopping experience was the best since Covid 19 began, they almost seem set up for distancing . Where are they at with online ordering ?
Thanks
Greg

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Read Answer Asked by Greg on May 21, 2020

• Becton Dickinson and Company (BDX)
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Q: Hi 5iTeam, please comment on BDX'S announcement yesterday of $1.5b offering of common stock and possible impact on its stock price.
Cheers,

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Read Answer Asked by Harry on May 21, 2020

• iShares 1-5 Year Laddered Government Bond Index ETF (CLF)
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• MasTec Inc. (MTZ)
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Q: Hi Peter and Ryan.
The US will try to open up the Economy and create employment. I remember they have talked about spending on infrastructure. I am looking for some opportunities there. Do you think CLF is a good mid/long term investment? What are your recommendations if not?
Thank you,
Yiwen

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Read Answer Asked by Yiwen on May 21, 2020

• StoneCo Ltd. (STNE)
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• Fastly Inc. Class A (FSLY)
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• Cloudflare Inc. Class A (NET)
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Q: What is their balance sheet?
Would you buy them and in what order?

Thanks,
Milan

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Read Answer Asked by Milan on May 21, 2020

• Cisco Systems Inc. (CSCO)
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Q: This tech stock is one of the few that seems not to be trading at or 52 week high. WebEx is getting used a lot in the enterprise space. Do you expect this stock to perform well over the next 3 years

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Read Answer Asked by Aleem on May 20, 2020

• Equity Lifestyle Properties Inc. (ELS)
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Q: Morning guys:
What do you guys think of this name ?
Thx
Mark

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Read Answer Asked by Mark on May 20, 2020

• Heartbeam Inc. (BEAT)
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Q: Current thoughts? Outlook for earnings? Is debt an issue? Could pandemic be a catalyst?

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Read Answer Asked by Joel on May 20, 2020

• Amgen Inc. (AMGN)
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• Regeneron Pharmaceuticals Inc. (REGN)
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• AbbVie Inc. (ABBV)
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• Humana Inc. (HUM)
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• eHealth Inc. (EHTH)
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Q: I would like your advice on my Healthcare Portfolio. Currently, we own IHI, SYK, PFE, BMY, ZTS , LHCG. My watchlist includes names that you have also recommended. Please rank your top healthcare preferences [could include others] 5 or 6 names overall [ growth at reasonable price, with rationale, if possible.

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Read Answer Asked by sam on May 20, 2020

• ManpowerGroup (MAN)
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Q: Hi Guys
Can i have your opinion on Manpower
thanks

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Read Answer Asked by Gordon on May 20, 2020

• Cloudflare Inc. Class A (NET)
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Q: Hi gang , looking into buying net . Would you buy? How strong is the company? Will it be o k if the shutdown continued for a longer time? Can you please update the company. Thanks
Alnoor

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Read Answer Asked by Alnoor on May 20, 2020

• Apple Inc. (AAPL)
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• Atlassian Corporation (TEAM)
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• Veeva Systems Inc. Class A (VEEV)
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• DocuSign Inc. (DOCU)
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Q: I have $9000 US to add to a US margin account. I have 4 names in mind as noted above which one you think has more share price appreciation, could you please rank them? Thanks.

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Read Answer Asked by Lin on May 20, 2020

• Moody's Corporation (MCO)
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Q: With my holdings of Tech and Health Care at close to 20% each and a feeling that Financials (banks) and Industrials will be in a holding pattern for a while what do you think of a 2-3% holding in MCO at this time?
Thanks

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Read Answer Asked by DAVID on May 20, 2020

• Atlassian Corporation (TEAM)
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• Twilio Inc. Class A (TWLO)
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• Check Point Software Technologies Ltd. (CHKP)
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• Rapid7 Inc. (RPD)
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• DocuSign Inc. (DOCU)
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• Zoom Communications Inc. (ZM)
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• Fastly Inc. Class A (FSLY)
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• CrowdStrike Holdings Inc. (CRWD)
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• Slack Technologies Inc. Class A (WORK)
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Q: Hi , as you mentioned future trend of people staying home and work and boss wants to monitor work. Would you suggest companies that involve in this ? Thanks.

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Read Answer Asked by victor on May 20, 2020

• Cencora Inc. (COR)
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• Digital Realty Trust Inc. (DLR)
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Q: Fi you could only own one of COR or DLR, which would it be ?

Thanks ! Stay safe !

Dave

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Read Answer Asked by David on May 20, 2020

• Royal Caribbean Cruises Ltd. (RCL)
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Q: If you were going to make a small risky investment (gamble) in the cruise line business what stock would you pick? Also what are your thoughts on that industry going forward?
Marse

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Read Answer Asked by Marcel on May 20, 2020

• CryoPort Inc. (CYRX)
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Q: Do you know what has been going on with CRYX during the last month or so. Will it continue ?

Thanks
Ian

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Read Answer Asked by Ian on May 20, 2020

• Ping Identity Holding Corp. (PING)
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Q: Please provide any info. on this co. Thanks

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Read Answer Asked by jim on May 20, 2020

• Lantronix Inc. (LTRX)
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Q: Hi 5i,
Would you be able to comment on Lantronix? I believe the released earnings recently. Would you buy, sell or hold?
Thank you!

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Read Answer Asked by Bill on May 19, 2020