Investment Q&A

• Costco Wholesale Corporation (COST $976.33)
  • $976.33 Fwd P/E: 57.95X Cap: $437.19B
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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 $174.27)
  • $174.27 Fwd P/E: 33.52X Cap: $50.05B
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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 $17.50)
  • $17.50 Cap: $522M
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• MasTec Inc. (MTZ $168.99)
  • $168.99 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 $16.43)
  • $16.43 Cap: $4.42B
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• Fastly Inc. Class A (FSLY $7.23)
  • $7.23 Cap: $1.05B
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• Cloudflare Inc. Class A (NET $195.67)
  • $195.67 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 $68.71)
  • $68.71 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 $61.87)
  • $61.87 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 $296.83)
  • $296.83 Fwd P/E: 26.7X Cap: $159.69B
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• Regeneron Pharmaceuticals Inc. (REGN $545.91)
  • $545.91 Fwd P/E: 13.68X Cap: $59.13B
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• AbbVie Inc. (ABBV $189.34)
  • $189.34 Fwd P/E: 80.18X Cap: $335.21B
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• Humana Inc. (HUM $236.09)
  • $236.09 Fwd P/E: 16.74X Cap: $28.66B
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• eHealth Inc. (EHTH $4.16)
  • $4.16 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 $44.71)
  • $44.71 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 $195.67)
  • $195.67 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 $207.84)
  • $207.84 Fwd P/E: 32.7X Cap: $3.13T
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• Atlassian Corporation (TEAM $220.26)
  • $220.26 Cap: $57.58B
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• Veeva Systems Inc. Class A (VEEV $281.76)
  • $281.76 Fwd P/E: 59.66X Cap: $45.85B
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• DocuSign Inc. (DOCU $78.89)
  • $78.89 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 $499.05)
  • $499.05 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 $220.26)
  • $220.26 Cap: $57.58B
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• Twilio Inc. Class A (TWLO $122.23)
  • $122.23 Cap: $18.71B
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• Check Point Software Technologies Ltd. (CHKP $227.76)
  • $227.76 Cap: $24.51B
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• Rapid7 Inc. (RPD $24.95)
  • $24.95 Fwd P/E: 59.73X Cap: $1.56B
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• DocuSign Inc. (DOCU $78.89)
  • $78.89 Fwd P/E: 14.68X Cap: $15.75B
  • View DOCU Profile
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• Zoom Communications Inc. (ZM $76.79)
  • $76.79 Fwd P/E: 23.17X Cap: $23.42B
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• Fastly Inc. Class A (FSLY $7.23)
  • $7.23 Cap: $1.05B
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• CrowdStrike Holdings Inc. (CRWD $508.96)
  • $508.96 Cap: $126.54B
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• Slack Technologies Inc. Class A (WORK $45.20)
  • $45.20 Cap: $26.51B
  • View WORK Profile
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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 $298.27)
  • $298.27 Fwd P/E: 35.01X Cap: $57.76B
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• Digital Realty Trust Inc. (DLR $171.48)
  • $171.48 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 $332.91)
  • $332.91 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 $7.50)
  • $7.50 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 $3.02)
  • $3.02 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 $155.36)
  • $155.36 Fwd P/E: 17.27X Cap: $374.84B
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• Medtronic plc. (MDT $88.46)
  • $88.46 Fwd P/E: 24.29X Cap: $113.49B
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• UnitedHealth Group Incorporated (DE) (UNH $300.96)
  • $300.96 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 $155.83)
  • $155.83 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