Investment Q&A

• iShares 1-5 Year Laddered Government Bond Index ETF (CLF $17.49)
  • $17.49 Cap: $522M
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• MasTec Inc. (MTZ $168.98)
  • $168.98 Fwd P/E: 63.46X Cap: $13.56B
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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 $16.27)
  • $16.27 Cap: $4.42B
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• Fastly Inc. Class A (FSLY $7.30)
  • $7.30 Cap: $1.05B
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• Cloudflare Inc. Class A (NET $195.15)
  • $195.15 Cap: $66.82B
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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 $68.86)
  • $68.86 Fwd P/E: 28.13X Cap: $271.61B
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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 $61.83)
  • $61.83 Fwd P/E: 31.91X Cap: $11.87B
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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 $1.29)
  • $1.29 Cap: $43M
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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 $297.25)
  • $297.25 Fwd P/E: 26.7X Cap: $159.69B
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• Regeneron Pharmaceuticals Inc. (REGN $549.88)
  • $549.88 Fwd P/E: 13.68X Cap: $59.13B
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• AbbVie Inc. (ABBV $189.22)
  • $189.22 Fwd P/E: 80.18X Cap: $335.21B
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• Humana Inc. (HUM $235.55)
  • $235.55 Fwd P/E: 16.74X Cap: $28.66B
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• eHealth Inc. (EHTH $4.17)
  • $4.17 Cap: $126M
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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 $45.11)
  • $45.11 Fwd P/E: 18.52X Cap: $2.03B
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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 $195.15)
  • $195.15 Cap: $66.82B
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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 $210.18)
  • $210.18 Fwd P/E: 32.7X Cap: $3.13T
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• Atlassian Corporation (TEAM $221.87)
  • $221.87 Cap: $57.58B
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• Veeva Systems Inc. Class A (VEEV $281.67)
  • $281.67 Fwd P/E: 59.66X Cap: $45.85B
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• DocuSign Inc. (DOCU $78.97)
  • $78.97 Fwd P/E: 14.68X Cap: $15.75B
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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 $500.98)
  • $500.98 Fwd P/E: 43.42X Cap: $89.77B
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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 $221.87)
  • $221.87 Cap: $57.58B
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• Twilio Inc. Class A (TWLO $122.66)
  • $122.66 Cap: $18.71B
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• Check Point Software Technologies Ltd. (CHKP $227.69)
  • $227.69 Cap: $24.51B
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• Rapid7 Inc. (RPD $24.91)
  • $24.91 Fwd P/E: 59.73X Cap: $1.56B
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• DocuSign Inc. (DOCU $78.97)
  • $78.97 Fwd P/E: 14.68X Cap: $15.75B
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• Zoom Communications Inc. (ZM $77.45)
  • $77.45 Fwd P/E: 23.17X Cap: $23.42B
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• Fastly Inc. Class A (FSLY $7.30)
  • $7.30 Cap: $1.05B
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• CrowdStrike Holdings Inc. (CRWD $513.20)
  • $513.20 Cap: $126.54B
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• Slack Technologies Inc. Class A (WORK $45.20)
  • $45.20 Cap: $26.51B
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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 $295.66)
  • $295.66 Fwd P/E: 35.01X Cap: $57.76B
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• Digital Realty Trust Inc. (DLR $170.00)
  • $170.00 Fwd P/E: 161.92X Cap: $57.52B
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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 $332.59)
  • $332.59 Fwd P/E: 26.76X Cap: $89.66B
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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 $7.62)
  • $7.62 Cap: $381M
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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)
  • Cap: $2.44B
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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 $3.05)
  • $3.05 Cap: $117M
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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

• Johnson & Johnson (JNJ $155.56)
  • $155.56 Fwd P/E: 17.27X Cap: $374.84B
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• Medtronic plc. (MDT $88.52)
  • $88.52 Fwd P/E: 24.29X Cap: $113.49B
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• UnitedHealth Group Incorporated (DE) (UNH $300.75)
  • $300.75 Fwd P/E: 12.71X Cap: $279.12B
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Q: Hi 5i,
Can you provide three US health related stocks that are in different areas of the healthcare field, that you would currently buy?
Thanks
Terry

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Read Answer Asked by Terry on May 19, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.81)
  • $155.81 Fwd P/E: 92.35X Cap: $199.78B
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Q: Is FB now competition to SHOP?
From their TWITTER account.
Thanks

Facebook
Today we're introducing Facebook Shops, which will make it easy for businesses to set up a single online store on both

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Read Answer Asked by Herm on May 19, 2020

• BlackLine Inc. (BL $57.41)
  • $57.41 Fwd P/E: 41.45X Cap: $3.57B
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Q: Could you provide your thoughts on this stock? Growth prospects, valuation.

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Read Answer Asked by Aleem on May 19, 2020

• Miscellaneous (MISC)
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Q: Vaccine developers are something like the Klondike goldrush, numerous companies are hoping to discover the vaccine for this virus and that would make them the next Shopify. I read a lot and especially on US sites. A few companies surfaced recently which could possibly be the next gold discovery (vaccine) which are ARCT, NVAX, DVAX, IBIO and GOVX. Do you recognize any of these and think they could be the next big stock winners in providing a vaccine for the epidemic?

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Read Answer Asked by Dennis on May 19, 2020