Investment Q&A

• Renewable Energy Group Inc. (REGI)
  • P/E (TTM): 16.47X Cap: $3.10B
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Q: Ther has been a big drop in Regi in the last few days. No information could be found for the drop. Do you have any news

Thanks
Thomas

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Read Answer Asked by Thomas on October 15, 2020

• Vertex Pharmaceuticals Incorporated (VRTX $433.02)
  • $433.02 P/E (TTM): 30.42X Cap: $110.16B
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Q: Hello %i and Thank you for your great service.
Is there anything you can tell me about the decline in Vertex Pharma to-day. It is down 20%. Would you consider this a good entry point??
Thank you
Steve

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Read Answer Asked by Steve on October 15, 2020

• Loop Industries Inc. (LOOP $1.17)
  • $1.17 Cap: $73M
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Q: Your thought on the LOOP short seller report ? I am wondering how such a small and unproven technology have managed to get listed on NASDAQ.
Thanks ! Martin

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Read Answer Asked by Martin on October 15, 2020

• Cloudflare Inc. Class A (NET $214.36)
  • $214.36 Cap: $79.05B
  • View NET Profile
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Q: It is falling today hard, is there any news?
Would you hold it?

Thanks,
Milan

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Read Answer Asked by Milan on October 15, 2020

• Americold Realty Trust Inc. (COLD $10.79)
  • $10.79 Cap: $3.14B
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Q: Re todays acquisition announcement I assume this should prove to be a positive move for the company, and I assume the share issue is needed to complete the takeover. However, I am puzzled and do not understand the forward purchase arrangements that appear to accompany the deal. Can you explain the latter please and comment on their acquisition. Thank you.

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Read Answer Asked by Mike on October 15, 2020

• iShares Russell 2000 Growth ETF (IWO $310.84)
  • $310.84 P/E (TTM): 22.13X Cap: $12.96B
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• Invitae Corporation (NVTA)
  • Cap: $5M
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• iRhythm Technologies Inc. (IRTC $171.30)
  • $171.30 Cap: $5.77B
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• Owens & Minor Inc. (OMI $3.00)
  • $3.00 Cap: $227M
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• Mirati Therapeutics Inc. (MRTX)
  • Cap: $4.11B
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• TopBuild Corp. (BLD $425.20)
  • $425.20 P/E (TTM): 22.05X Cap: $12.35B
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• Digital Turbine Inc. (APPS $5.23)
  • $5.23 Cap: $633M
  • View APPS Profile
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• Magnite Inc. (MGNI $14.39)
  • $14.39 P/E (TTM): 36.95X Cap: $2.04B
  • View MGNI Profile
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Q: I am looking to deploy some U.S. dollars into a basket
of U.S. smaller cap stocks with growth potential as that
appears to be what you recommend in Canadian holdings.
That strategy appears productive. Would you be willing to
identify candidates for such a basket?
Thank you, Calvin

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Read Answer Asked by Calvin on October 15, 2020

• Veeva Systems Inc. Class A (VEEV $292.00)
  • $292.00 P/E (TTM): 61.54X Cap: $48.67B
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Q: How significant is the Roche deal made on Monday ? Thanks.

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Read Answer Asked by Norman on October 15, 2020

• Fastly Inc. Class A (FSLY $11.47)
  • $11.47 Cap: $1.77B
  • View FSLY Profile
  • View Questions on FSLY

Q: Hi,
I was considering a small position in FSLY but didn’t get to buy my position. Luckily for me, I now see that the stock is down over 27% after hours, ( Oct 14th).

How bad does their guidance seem to you and is the stock still a buy once the dust settles?

Thanks and stay safe !,

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Read Answer Asked by ilie on October 15, 2020

• Costco Wholesale Corporation (COST $923.74)
  • $923.74 P/E (TTM): 65.6X Cap: $405.06B
  • View COST Profile
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• Illumina Inc. (ILMN $120.41)
  • $120.41 P/E (TTM): 28.25X Cap: $18.63B
  • View ILMN Profile
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• AbbVie Inc. (ABBV $234.29)
  • $234.29 P/E (TTM): 107.74X Cap: $412.20B
  • View ABBV Profile
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• Verizon Communications Inc. (VZ $41.38)
  • $41.38 P/E (TTM): 8.7X Cap: $172.03B
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• Guardant Health Inc. (GH $94.55)
  • $94.55 Cap: $12.33B
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Q: What would be your choice for the 5 best non-IT US companies for long-term hold (not high risk)?

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Read Answer Asked by jacques on October 14, 2020

• SuRo Capital Corp. (SSSS $9.34)
  • $9.34 P/E (TTM): 4.08X Cap: $243M
  • View SSSS Profile
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Q: What are your thoughts about this company?its been very volatile lately ,but would you see an opportunity here?
The dividend is high,how safe is it.
Would you be a buyer?

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Read Answer Asked by Josh on October 14, 2020

• Zscaler Inc. (ZS $308.05)
  • $308.05 Cap: $50.19B
  • View ZS Profile
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Q: What do you think of the financials of this company ? It has had a tremendous price increase in the last few years . Buy more ? Sell some ? Hold ? Thanks.

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Read Answer Asked by Frank on October 14, 2020

• Celsius Holdings Inc. (CELH $44.37)
  • $44.37 P/E (TTM): 397.55X Cap: $11.57B
  • View CELH Profile
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Q: Hello,

What are your thoughts on Celsius Holdings, could it be the next potential Monster? It has had quite the run up this year.

Thanks,
Raj

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Read Answer Asked by Neeraj on October 14, 2020

• Archrock Inc. (AROC $23.41)
  • $23.41 P/E (TTM): 16.31X Cap: $4.30B
  • View AROC Profile
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Q: Is this company good investment with demand going up for Natural Gas. Dividend safe?..
Thanks
CEC

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Read Answer Asked by Cecil on October 14, 2020

• Molson Coors Beverage Company Class B (TAP $47.02)
  • $47.02 Cap: $8.63B
  • View TAP Profile
  • View Questions on TAP

Q: Last week Morningstar ran a video highlighting Consumer Defensive stock TAP essentially stating that despite legacy beverage labels being in stress/decline, its link to wide-moat KO, and TAP's hard seltzer line combined for a five star undervalue rating. I note the stock has had a recent price target upgrade from Guggenheim. If so undervalued, would this be a reasonable Buy at current levels from both COVID second/third surge perspective and a post-COVID perspective? Your thoughts please.

Thank you for your valuable work.

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Read Answer Asked by David C. on October 14, 2020

• Etsy Inc. (ETSY $58.30)
  • $58.30 P/E (TTM): 45.53X Cap: $6.30B
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Q: I am looking to add ETSY to my portfolio. Would this be a positive move or could the esteemed 5I crew suggest alternatives?

Peter

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Read Answer Asked by Peter on October 14, 2020

• TravelCenters of America Inc. (TA)
  • P/E (TTM): 0.73X Cap: $1.29B
  • View TA Profile
  • View Questions on TA

Q: hi folks:

this came up on a screen

i suppose the backstory being travel inside the confines or the USA vs jumping on a plane

appears to be a well run company, and the chart looks close to a long term breakout above $24

can you offer any insight for me

thanks

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Read Answer Asked by Robert on October 14, 2020

• Teladoc Health Inc. (TDOC $7.08)
  • $7.08 Cap: $1.32B
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• Livongo Health Inc. (LVGO $132.68)
  • $132.68 Cap: $13.30B
  • View LVGO Profile
  • View Questions on LVGO

Q: I have a 100 of each and want to increase my holding before the merger. Which is the better one to add to?
Thanks.

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Read Answer Asked by Austin on October 14, 2020

• NVIDIA Corporation (NVDA $185.69)
  • $185.69 P/E (TTM): 55.03X Cap: $4.70T
  • View NVDA Profile
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• Roku Inc. (ROKU $99.46)
  • $99.46 Cap: $15.64B
  • View ROKU Profile
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• Fastly Inc. Class A (FSLY $11.47)
  • $11.47 Cap: $1.77B
  • View FSLY Profile
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• CrowdStrike Holdings Inc. (CRWD $528.12)
  • $528.12 Cap: $136.98B
  • View CRWD Profile
  • View Questions on CRWD

Q: I have US$ in my TFSA account, I would like to invest in some US technology stocks, say 3 stocks. I can take high risks in this account.

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Read Answer Asked by Joanne on October 14, 2020

• Palantir Technologies Inc. (PLTR $171.84)
  • $171.84 P/E (TTM): 636.53X Cap: $438.95B
  • View PLTR Profile
  • View Questions on PLTR

Q: hi, your thought on Palantir Technologies. PLTR:US.
thanks
jean guy

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Read Answer Asked by Jean Guy on October 14, 2020

• Zscaler Inc. (ZS $308.05)
  • $308.05 Cap: $50.19B
  • View ZS Profile
  • View Questions on ZS
• CrowdStrike Holdings Inc. (CRWD $528.12)
  • $528.12 Cap: $136.98B
  • View CRWD Profile
  • View Questions on CRWD

Q: Hello. I'm invested in CRWD and have been watching ZS (both on the NASDAQ). But I'm unclear whether there is overlap in their business models. ZS is doing very well, but I'm worried that I might be buying two sides of the same coin. Thanks!

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Read Answer Asked by RANDALL on October 14, 2020