Investment Q&A

• ASML Holding N.V. (ASML $1,273.88)
  • $1,273.88 P/E (TTM): 56.8X Cap: $500.99B
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Q: I read over the internet that this European company has the only technology to produce the future generation of chips for the big manufaturers like intel and nvidia. I hear that they could be in a sort of monopoly situation because of the complexity of the machines that they manufacture. Is apple a customer of ASML with their chips ? Thanks for your opinion about this company.

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Read Answer Asked by jean on October 01, 2020

• PPL Corporation (PPL $34.59)
  • $34.59 P/E (TTM): 23.37X Cap: $25.58B
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• Koppers Holdings Inc. (KOP $28.33)
  • $28.33 P/E (TTM): 34.98X Cap: $555M
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Q: Your thoughts of buying either of these companies at present price. ppl rumored to have a portion of their business up for sale to brookfield. kop sold a unit in china. Thank you

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Read Answer Asked by kenneth on October 01, 2020

• MyoKardia Inc. (MYOK $224.91)
  • $224.91 Cap: $11.99B
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Q: Would you have an updated view of the potential for MYOK?
Thanks.

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Read Answer Asked by Murray on October 01, 2020

• Amazon.com Inc. (AMZN $247.38)
  • $247.38 P/E (TTM): 34.94X Cap: $2.64T
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• Alphabet Inc. (GOOG $329.14)
  • $329.14 P/E (TTM): 32.49X Cap: $3.96T
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• Walmart Inc. (WMT $114.53)
  • $114.53 Cap: $912.82B
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Q: What three companies would you recommend for growth and safety in USA?

Thank You.

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Read Answer Asked by Donna on October 01, 2020

• Palantir Technologies Inc. (PLTR $177.49)
  • $177.49 P/E (TTM): 422.6X Cap: $423.03B
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• Asana Inc. Class A (ASAN $12.96)
  • $12.96 Cap: $3.07B
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Q: Hi Everyone at 5i! IPOs for Palantir and Asana were introducted to the market today. Any thoughts for future investment prospects? Cheers, Tamara

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Read Answer Asked by Tamara on October 01, 2020

• GoodRx Holdings Inc. (GDRX $2.80)
  • $2.80 P/E (TTM): 32.18X Cap: $967M
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Q: You cannot watch any American tv without seeing a goodrx ad. I bought a small position on its first day. Is it too early for 5i to form an opinion.

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Read Answer Asked by Leon on October 01, 2020

• SuRo Capital Corp. (SSSS $9.45)
  • $9.45 P/E (TTM): 3.82X Cap: $237M
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• Palantir Technologies Inc. (PLTR $177.49)
  • $177.49 P/E (TTM): 422.6X Cap: $423.03B
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Q: Hi 5i, I own SSSS, Would you sell SSSS and buy instead PLTR.
Is there a compelling reason to own SSSS ? or both.
thank you

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Read Answer Asked by Fernando on October 01, 2020

• Byrna Technologies Inc Com (New) (BYRN $30.50)
  • $30.50 P/E (TTM): 25.22X
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Q: Hi, do you have any comment on this small cap company? thanks.

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Read Answer Asked by victor on October 01, 2020

• Stride Inc. (LRN $70.16)
  • $70.16 P/E (TTM): 10.95X Cap: $3.07B
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Q: LRN stock price just keep falling, is there a concern ? Thanks a lot.

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Read Answer Asked by Lai Kuen on October 01, 2020

• Becton Dickinson and Company (BDX $202.75)
  • $202.75 P/E (TTM): 34.84X Cap: $57.86B
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• Medtronic plc. (MDT $97.53)
  • $97.53 P/E (TTM): 26.36X Cap: $125.03B
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Q: Looking to buy one of these, which would you select. Than-you.

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Read Answer Asked by Albert on October 01, 2020

• Tortoise Acquisition Corp. Class A (SHLL)
  • P/E (TTM): 3109.2X Cap: $1.39B
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Q: Peter,

Do you have an opinion / information on Tortoise (NYSE- SHLL) and the upcoming merger with Hyllion.

Thanks

Paul

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Read Answer Asked by paul on October 01, 2020

• Omnicom Group Inc. (OMC $79.08)
  • $79.08 P/E (TTM): 11.66X Cap: $15.26B
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Q: Any thoughts on this company?

Seems cheap and also dividend seems nice and plump.

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Read Answer Asked by Eugene on October 01, 2020

• Veeva Systems Inc. Class A (VEEV $240.12)
  • $240.12 P/E (TTM): 46.81X Cap: $39.47B
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• Simulations Plus Inc. (SLP $19.60)
  • $19.60 Cap: $394M
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Q: Sorry for asking about two US companies but I've noticed you're bullish on VEEV and recently SLP showed up in one of your responses.

Are these not similar companies? Briefly, what differentiates therm, and do you have a preference? Would you own both?

Cam

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Read Answer Asked by Cameron on October 01, 2020

• Microsoft Corporation (MSFT $479.28)
  • $479.28 P/E (TTM): 34.09X Cap: $3.56T
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• Apple Hospitality REIT Inc. (APLE $12.48)
  • $12.48 P/E (TTM): 16.42X Cap: $2.95B
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Q: Note U have made any recommendation for the last few months. Now that the FAANG plus MSFT have recently corrected quite a lot,I am thinking of buying MSFT &/or APPL.Your opinion please .Txs for u usual great services & views

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Read Answer Asked by Peter on October 01, 2020

• Air Products and Chemicals Inc. (APD $263.72)
  • $263.72 Cap: $58.70B
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• Linde plc (LIN $444.08)
  • $444.08 P/E (TTM): 29.74X Cap: $207.36B
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Q: Which of these two companies would you prefer now and why? Thanks for your service!

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Read Answer Asked by Michael on September 30, 2020

• JFrog Ltd. (FROG $59.27)
  • $59.27 Cap: $7.44B
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Q: This company recently did an IPO and its share price is increasing nicely. Can you provide a quick synopsis of the metrics for this firm and its future prospects?

Appreciate your insight.

Paul F.

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Read Answer Asked by Paul on September 30, 2020

• Sunrun Inc. (RUN $18.09)
  • $18.09 Cap: $4.19B
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Q: RUN seems to run up every day. Too late to get in? I do hold TAN, but it crawls up.
Thanks! :)

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Read Answer Asked by Austin on September 30, 2020

• Innodata Inc. (INOD $64.97)
  • $64.97 P/E (TTM): 64.33X Cap: $2.06B
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Q: Peter and His Wonder Team
This company has spiked 35% today on high volume...something must be happening...any news? Your comments please.

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Read Answer Asked by Ernest on September 29, 2020

• Amazon.com Inc. (AMZN $247.38)
  • $247.38 P/E (TTM): 34.94X Cap: $2.64T
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Q: I am looking at investing a small amount in Amazon, just for the heck of it and because I use it regularly (I am retired and living off Canadian dividends). Despite the stock growth in 2020, is this a good time to do so? Is there a seasonality pattern I should be aware of, e.g. around Prime day, Thanksgiving, etc.? Thanks.

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Read Answer Asked by Martin on September 29, 2020

• Virgin Galactic Holdings, Inc. (SPCE $3.18)
  • $3.18 Cap: $205M
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Q: Hi Peter and Rayan,
Like to know your thoughts and valuation of this company. Do you think it has future potential?
Thanks

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Read Answer Asked by Yousef on September 29, 2020