Investment Q&A

• Biogen Inc. (BIIB $174.10)
  • $174.10 P/E (TTM): 15.74X Cap: $25.54B
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• Costco Wholesale Corporation (COST $884.47)
  • $884.47 P/E (TTM): 63.49X Cap: $391.97B
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• Alphabet Inc. (GOOG $310.52)
  • $310.52 P/E (TTM): 30.97X Cap: $3.73T
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• Garmin Ltd. (Switzerland) (GRMN $208.36)
  • $208.36 P/E (TTM): 25.99X Cap: $40.07B
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• NVIDIA Corporation (NVDA $175.02)
  • $175.02 P/E (TTM): 51.55X Cap: $4.25T
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• QUALCOMM Incorporated (QCOM $178.29)
  • $178.29 P/E (TTM): 36.18X Cap: $190.94B
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• Caterpillar Inc. (CAT $597.89)
  • $597.89 P/E (TTM): 32.15X Cap: $279.80B
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• FedEx Corporation (FDX $284.34)
  • $284.34 P/E (TTM): 16.69X Cap: $67.09B
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• Verizon Communications Inc. (VZ $40.89)
  • $40.89 P/E (TTM): 8.59X Cap: $172.40B
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• Veeva Systems Inc. Class A (VEEV $223.26)
  • $223.26 P/E (TTM): 44.73X Cap: $36.69B
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• The Trade Desk Inc. (TTD $36.65)
  • $36.65 P/E (TTM): 42.55X Cap: $17.72B
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• DocuSign Inc. (DOCU $71.11)
  • $71.11 P/E (TTM): 52.8X Cap: $14.24B
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Q: What are 10 best picks in USA for next 2 years. What is your view on CAT & FDX

RAK

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Read Answer Asked by bob on August 17, 2020

• JPMorgan Chase & Co. (JPM $318.52)
  • $318.52 P/E (TTM): 15.71X Cap: $867.09B
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• Restaurant Brands International Inc. (QSR $97.48)
  • $97.48 P/E (TTM): 25.16X Cap: $44.40B
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• Barrick Mining Corporation (ABX $59.26)
  • $59.26 P/E (TTM): 20.49X Cap: $99.99B
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• Berkshire Hathaway Inc. (BRK.B $499.52)
  • $499.52 P/E (TTM): 17.0X Cap: $1.07T
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Q: According to an Aug. 14 news release Berkshire Hathaway has sold US Bank shares and also QSR . They have bought Barrick gold. Do you read much into this? Comments please. Thanks as always. Frank

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Read Answer Asked by Frank on August 17, 2020

• SuRo Capital Corp. (SSSS $9.43)
  • $9.43 P/E (TTM): 3.87X Cap: $236M
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Q: Hi 5i
please may I have your opinion on SuRo Capital Corp?
Thanks

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Read Answer Asked by Fernando on August 17, 2020

• Blink Charging Co. (BLNK $0.78)
  • $0.78 Cap: $114M
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Q: What are your thoughts about BLNK ? Seems to be some positive momentum in share price and strategic partnership announcements. Revenues however seem very low.

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Read Answer Asked by Thomas on August 17, 2020

• RH (RH $162.01)
  • $162.01 P/E (TTM): 28.93X Cap: $3.01B
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Q: How do you feel about the 3-5 year outlook for RH, considering it is hitting all time highs during the Covid times we are living in?

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Read Answer Asked by Andrew on August 17, 2020

• Meta Platforms Inc. (META $644.23)
  • $644.23 P/E (TTM): 28.91X Cap: $1.62T
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• Alphabet Inc. (GOOG $310.52)
  • $310.52 P/E (TTM): 30.97X Cap: $3.73T
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• Twitter Inc. (TWTR)
  • Cap: $41.09B
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Q: What do you think of Twitter? The platform, for better or worse, has become one of the main ways in which people get their news. Trump can't seem to leave the app despite publicly criticizing it and its founder. Despite this, the stock hasn't exploded in price like other social media platforms e.g. Facebook. I assume this is because a lack of profitability. What do you think of the long term prospects? Good buy for exposure into social media and technology? Bad idea if you already have a lot in Facebook?

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Read Answer Asked by Bashir on August 17, 2020

• Tesla Inc. (TSLA $458.96)
  • $458.96 P/E (TTM): 297.93X Cap: $1.52T
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Q: Is it worthwhile to invest in Tesla when they complete their 2 for 1 split?

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Read Answer Asked by Robert on August 17, 2020

• Alliance Data Systems Corporation (ADS)
  • P/E (TTM): 3.5X Cap: $2.93B
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• ONEOK Inc. (OKE $73.59)
  • $73.59 P/E (TTM): 13.53X Cap: $46.30B
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• Altai Resources Inc. (ATI $0.03)
  • $0.03 Cap: $1M
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• MFA Financial Inc. (MFA $9.60)
  • $9.60 P/E (TTM): 11.2X Cap: $981M
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• INVESCO MORTGAGE CAPITAL INC (IVR $8.08)
  • $8.08 P/E (TTM): 15.82X Cap: $573M
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Q: Shortly after the COVID crash, I ran a screener for companies that were down 50% or more over 1, 3, and 5 year timeframes, to capture stocks that were well below their their normal longer term levels. I note that had I blindly bought the top 10 or 20 names, I'd have done pretty well (although I pretty well picking from 5i stocks anyway). These 5 are now at the top of that list. Do you see any opportunity or red flags in any of these?

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Read Answer Asked by Rick on August 17, 2020

• BioNTech SE (BNTX $94.81)
  • $94.81 Cap: $22.75B
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Q: The price of BNTX has been languishing to $68 since the stock offer at $93 per share in the July. Please help me to understand the reasons of the decline if any. Thank you very much. Bill.

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Read Answer Asked by Bill on August 17, 2020

• QuidelOrtho Corp Com (QDEL $28.80)
  • $28.80 Cap: $1.95B
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• Upwork Inc. (UPWK $21.95)
  • $21.95 P/E (TTM): 12.6X Cap: $2.86B
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Q: I understand insiders are buying UPWK and QDEL both US companies. What is your opinion on them. Would they be worth considering adding to a portfolio?

Thanks

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Read Answer Asked by Donna on August 14, 2020

• The Trade Desk Inc. (TTD $36.65)
  • $36.65 P/E (TTM): 42.55X Cap: $17.72B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Do these two companies have similar growth projections over the next 5-10 years? Do you have a strong conviction of one over the other?
Thanks

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Read Answer Asked by Curtis on August 14, 2020

• Cisco Systems Inc. (CSCO $77.80)
  • $77.80 P/E (TTM): 30.61X Cap: $307.39B
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Q: Hello,

What are your thoughts on Cicso's results and would you recommend purchasing this stock?

Thanks!

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Read Answer Asked by NAIM on August 14, 2020

• NVIDIA Corporation (NVDA $175.02)
  • $175.02 P/E (TTM): 51.55X Cap: $4.25T
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• Atlassian Corporation (TEAM $162.04)
  • $162.04 Cap: $42.63B
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• Veeva Systems Inc. Class A (VEEV $223.26)
  • $223.26 P/E (TTM): 44.73X Cap: $36.69B
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• The Trade Desk Inc. (TTD $36.65)
  • $36.65 P/E (TTM): 42.55X Cap: $17.72B
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• Roku Inc. (ROKU $107.47)
  • $107.47 Cap: $15.87B
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• DocuSign Inc. (DOCU $71.11)
  • $71.11 P/E (TTM): 52.8X Cap: $14.24B
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Q: What are you current top picks for growth oriented names in the US?
Are there disadvantages of holding US securities in TFSA?

Many thanks!

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Read Answer Asked by Hua on August 14, 2020

• Apple Inc. (AAPL $278.28)
  • $278.28 P/E (TTM): 37.17X Cap: $4.11T
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• Veeva Systems Inc. Class A (VEEV $223.26)
  • $223.26 P/E (TTM): 44.73X Cap: $36.69B
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Q: Good morning. Have similar small positions in both Apple and Veev. I like a concentrated portfolio. Should I condense to one and if so, which one? Or just leave well enough alone. Also own Kinaxis and XBC in my TFSA. Dividend stocks are in my self-directed account. I'm a 75 year old senior woman who loves managing my own portfolio, with your wonderful recommendations of course. Thanks. Lorraine

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Read Answer Asked by Dr Lorraine on August 14, 2020

• Trimble Inc. (TRMB $80.26)
  • $80.26 P/E (TTM): 56.89X Cap: $19.09B
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Q: Could you provide some analysis on Trimble? They have beat Q2 earning and revenue estimates and their weekly charts just broke up 3 years consolidation recently. Is this a good entry point for long hold?

Thanks,
Adam

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Read Answer Asked by Adam on August 14, 2020

• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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Q: Hi folks
GRUB is rising almost daily. Whats your thought on the company at this juncture? Is it a buy Now?
Thanks as always for the ongoing excellent truthful advice.

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Read Answer Asked by El-ann on August 14, 2020

Q: Your thoughts on JRSH:US?

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Read Answer Asked by Colin I on August 14, 2020

• Cisco Systems Inc. (CSCO $77.80)
  • $77.80 P/E (TTM): 30.61X Cap: $307.39B
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Q: Do you think this is a good time to buy cisco? I know they are transitioning but do they have the right approach?
Thanks for the great service

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Read Answer Asked by joseph on August 14, 2020

• CrowdStrike Holdings Inc. (CRWD $504.78)
  • $504.78 Cap: $127.25B
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• Cloudflare Inc. Class A (NET $202.44)
  • $202.44 Cap: $70.91B
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Q: Hi gang, what would be a buy today and why? Is one safer then the other?. Thanks. Alnoor

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Read Answer Asked by Alnoor on August 14, 2020

• 1Life Healthcare Inc. (ONEM)
  • Cap: $3.40B
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Q: In the WELL conference call the CEO made reference to this US company in the same space. Do you know if ONEM is a disciplined capital allocator. Or do they just acquire assets, issue a ton of shares/debt and really not the move the per share earnings needle? Does ONEM look like a good investment?

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Read Answer Asked by Joel on August 13, 2020