Investment Q&A

• Chegg Inc. (CHGG $1.09)
  • $1.09 Cap: $119M
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Q: Could you please give me your thoughts on Chgg looking out for the next one to two year period.

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Read Answer Asked by John on August 31, 2020

• Lantronix Inc. (LTRX $4.77)
  • $4.77 Cap: $187M
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Q: I received shares of US-based Lantronix when they purchased Canadian-based Intrinsyc Technologies in January of this year. Since then I have held on to all my shares in Lantronix and they are performing well despite COVID-19. What is your thoughts about Lantronix shares going forward?

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Read Answer Asked by Charles on August 31, 2020

• Bristol-Myers Squibb Company (BMY $46.65)
  • $46.65 P/E (TTM): 16.37X Cap: $94.96B
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• General Motors Company (GM $70.52)
  • $70.52 P/E (TTM): 13.85X Cap: $67.14B
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• Equitable Holdings Inc. (EQH $44.72)
  • $44.72 Cap: $12.81B
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• Voya Financial Inc. (VOYA $70.74)
  • $70.74 P/E (TTM): 12.24X Cap: $6.73B
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Q: Hi Guys,
I would like your expert opinion on the following stocks, VOYA, BMY, GM and EQH. My portfolio contains a combination of growth and income stocks. Would you consider the aforementioned to be buys, holds or sells?

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Read Answer Asked by Bob on August 31, 2020

• Virgin Galactic Holdings, Inc. (SPCE $3.67)
  • $3.67 Cap: $206M
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Q: Hello Team,
Could you give me some analysis on this company and is it a buy in your opinion.
Thank You,
Barry

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Read Answer Asked by Barry on August 31, 2020

• PayPal Holdings Inc. (PYPL $62.81)
  • $62.81 P/E (TTM): 13.14X Cap: $58.76B
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• Visa Inc. (V $330.02)
  • $330.02 P/E (TTM): 32.95X Cap: $635.52B
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Q: Over the years I have built up our position in V, to the point that today I have 4X more invested with V than PYPL, all within an overall appropriate allocation. Would you advise to rebalance between the two, with a view to long term growth - more like 50-50, or what would you advise?

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Read Answer Asked by sam on August 31, 2020

• Teladoc Health Inc. (TDOC $6.92)
  • $6.92 Cap: $1.22B
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Q: any thoughts on this one. Had a qreat quarter but the acquisition seems to be causing a bit of volatility?

Your thoughts - buy on this dip?

Cheers

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Read Answer Asked by kelly on August 28, 2020

• Rackspace Technology Inc. (RXT $1.14)
  • $1.14 Cap: $288M
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Q: Hi Peter,

Can I get an opinion on RXT. I noticed it just IPO'd and hasn't gone up that much in comparison to other high profile US tech IPO's. They probably operate a loss but given the interest from Amazon I am wondering if there is an opportunity for a value play?

Thank you
Mike

Upvote 1

Read Answer Asked by Michael on August 28, 2020

• Salesforce Inc. (CRM $243.66)
  • $243.66 P/E (TTM): 34.95X Cap: $231.96B
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Q: CRM looks like a great growth story. Does it still look attractive at the current prices. Are there any concerns regarding their financials? I have a small position but I am thinking about adding to this to make it a half position after yesterdays results. What are your thoughts?

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Read Answer Asked by Shyam on August 28, 2020

• Fulgent Genetics Inc. (FLGT $29.10)
  • $29.10 Cap: $899M
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Q: Do you recommend holding , buying more or selling this. Is the impact from ABT on this huge. I have heard that their covid business is small compared to other revenues.

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Read Answer Asked by Imtiaz on August 28, 2020

• Veeva Systems Inc. Class A (VEEV $293.36)
  • $293.36 P/E (TTM): 60.02X Cap: $48.08B
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Q: What do you think of veevas latest earnings.

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Read Answer Asked by don on August 28, 2020

• Abbott Laboratories (ABT $130.59)
  • $130.59 P/E (TTM): 16.22X Cap: $227.07B
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• QuidelOrtho Corp Com (QDEL $21.34)
  • $21.34 Cap: $1.44B
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Q: Any news on the massive drop today with QDEL?

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Read Answer Asked by Andrew on August 27, 2020

• Abbott Laboratories (ABT $130.59)
  • $130.59 P/E (TTM): 16.22X Cap: $227.07B
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• Fulgent Genetics Inc. (FLGT $29.10)
  • $29.10 Cap: $899M
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Q: Any reason you can see for the huge drop today? Thanks

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Read Answer Asked by Charles on August 27, 2020

Q: Can I get your opinion and analysis of Trulieve.
Thanks.

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Read Answer Asked by Christopher on August 27, 2020

• Ituran Location and Control Ltd. (ITRN $36.62)
  • $36.62 Cap: $757M
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• Conduent Incorporated (CNDT $2.05)
  • $2.05 Cap: $292M
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• Zovio Inc. (ZVO)
  • P/E (TTM): -0.1X Cap: $3M
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Q: Please comment on these companies and prospects for the next one year or so. Thanks

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Read Answer Asked by Imtiaz on August 27, 2020

• NVIDIA Corporation (NVDA $190.17)
  • $190.17 P/E (TTM): 53.24X Cap: $4.62T
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Veeva Systems Inc. Class A (VEEV $293.36)
  • $293.36 P/E (TTM): 60.02X Cap: $48.08B
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• JD.com Inc. (JD $29.31)
  • $29.31 P/E (TTM): 8.14X Cap: $42.59B
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• Roku Inc. (ROKU $99.77)
  • $99.77 Cap: $14.74B
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• DocuSign Inc. (DOCU $67.76)
  • $67.76 P/E (TTM): 50.38X Cap: $13.62B
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• CrowdStrike Holdings Inc. (CRWD $537.55)
  • $537.55 Cap: $134.90B
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Q: Hi guys, what a day for Roku. Thanks for recommending that one. I currently hold roku, square, nvda, and docu. I was contemplating taking profits on a few of those winners and moving into other USA growth stocks. Can you give me your top pics at this time? I have a long term timeframe in mind. Thanks as always for your valuable advice.

Jason

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Read Answer Asked by Jason on August 27, 2020

• Apple Inc. (AAPL $272.41)
  • $272.41 P/E (TTM): 36.49X Cap: $4.02T
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• QUALCOMM Incorporated (QCOM $173.98)
  • $173.98 P/E (TTM): 34.83X Cap: $186.33B
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• Xilinx Inc. (XLNX)
  • P/E (TTM): 51.66X Cap: $48.41B
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• American Tower Corporation (REIT) (AMT $183.59)
  • $183.59 P/E (TTM): 28.89X Cap: $85.94B
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• Keysight Technologies Inc. (KEYS $179.06)
  • $179.06 P/E (TTM): 56.63X Cap: $30.77B
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Q: good morning,

I'm reading a lot of rather breathless prose about the potential of 5G and am interested on your thoughts for the potential of this technology. The names that pop up include Apple, Qualcomm, Nokia, Siemens, Skyworks, Crown Castle ( I believe that may have been a 5i suggestion) and even ( gasp) Blackberry. What companies would you suggest are best positioned to take advantage of the projected growth, both US and Canadian. Thanks.

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Read Answer Asked by alex on August 27, 2020

• Box Inc. Class A (BOX $32.01)
  • $32.01 P/E (TTM): 25.8X Cap: $4.63B
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Q: YOUR THOUGHTS ON EARNINGS AND THE FUTURE OF THIS COMPANY? THANK YOU

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Read Answer Asked by John on August 27, 2020

• Skyworks Solutions Inc. (SWKS $66.60)
  • $66.60 P/E (TTM): 22.21X Cap: $9.90B
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• Crown Castle Inc. (CCI $91.68)
  • $91.68 Cap: $39.92B
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• Sea Limited American Depositary Shares each representing one Class A (SE $140.85)
  • $140.85 P/E (TTM): 189.24X Cap: $83.38B
  • View SE Profile
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Q: These have had a run-up but would you recommend at current prices?

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Read Answer Asked by Ron on August 27, 2020

• Apple Inc. (AAPL $272.41)
  • $272.41 P/E (TTM): 36.49X Cap: $4.02T
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• Amazon.com Inc. (AMZN $234.69)
  • $234.69 P/E (TTM): 33.56X Cap: $2.50T
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Q: Both AAPL and AMZN have had really great runs (with AAPL's run a bit stronger). Based on the new valuations, is there one 5i likes better for growth?

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Read Answer Asked by Mike on August 27, 2020

• Stride Inc. (LRN $64.10)
  • $64.10 P/E (TTM): 10.14X Cap: $2.81B
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Q: Today LRN drops about 13%. I see that they have a convertible senior notes offering. Should I hold or sell? Thanks for your advice

Cindy

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Read Answer Asked by Cindy on August 26, 2020