Investment Q&A

• AerCap Holdings N.V. (AER $136.52)
  • $136.52 Cap: $25.71B
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Q: Hi there, do you have any updated thoughts on AER after their recent LOC drawdown and 3 billion fundraising? Is this a company barely holding on, or looking to make deals?

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Read Answer Asked by Rick on July 08, 2020

• GrafTech International Ltd. (EAF $13.62)
  • $13.62 Cap: $373M
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Q: Do you have any updated thoughts on Graftech? Profitability and revenue growth look good on the surface.

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Read Answer Asked by Rick on July 08, 2020

• Amazon.com Inc. (AMZN $237.58)
  • $237.58 P/E (TTM): 34.49X Cap: $2.53T
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• Alphabet Inc. (GOOG $279.12)
  • $279.12 P/E (TTM): 28.37X Cap: $3.36T
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• AbbVie Inc. (ABBV $232.29)
  • $232.29 P/E (TTM): 111.59X Cap: $410.54B
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• Atlassian Corporation (TEAM $152.05)
  • $152.05 Cap: $40.91B
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• Veeva Systems Inc. Class A (VEEV $291.70)
  • $291.70 P/E (TTM): 61.54X Cap: $47.81B
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• The Trade Desk Inc. (TTD $42.87)
  • $42.87 P/E (TTM): 50.8X Cap: $20.73B
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• Roku Inc. (ROKU $100.01)
  • $100.01 Cap: $14.77B
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• DocuSign Inc. (DOCU $67.01)
  • $67.01 P/E (TTM): 51.77X Cap: $13.47B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Avalara Inc. (AVLR)
  • Cap: $8.25B
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• Fastly Inc. Class A (FSLY $11.44)
  • $11.44 Cap: $1.77B
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• CrowdStrike Holdings Inc. (CRWD $529.78)
  • $529.78 Cap: $132.95B
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Q: Hi there,

Can you please provide your top 12 US growth stocks, assuming that sector diversification is not a concern?

Thanks!

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Read Answer Asked by Michael on July 08, 2020

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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• Garmin Ltd. (Switzerland) (GRMN $195.06)
  • $195.06 P/E (TTM): 24.49X Cap: $37.51B
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• Illumina Inc. (ILMN $119.93)
  • $119.93 P/E (TTM): 28.11X Cap: $18.32B
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• Regeneron Pharmaceuticals Inc. (REGN $694.99)
  • $694.99 P/E (TTM): 16.13X Cap: $71.64B
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• JPMorgan Chase & Co. (JPM $309.48)
  • $309.48 P/E (TTM): 15.62X Cap: $872.24B
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• Masimo Corporation (MASI $152.43)
  • $152.43 Cap: $8.18B
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Q: Hi Peter, Ryan and Team,
Thank you for the service that you provide, it's been invaluable.
I currently have held JPM for the last few years and it's effectively been a net gain of zero. I think it might be time to move on for a bit and perhaps look to buy back at a later date. We already hold VEEV, AYX, TEAM, DOCU, TTD, NVDA, and QCOM, so I'm looking for a non-tech suggestion as to where to move. I'm hoping that you could provide a list of 2-3 quickly growing large(ish) US companies that ideally are near debt free and meet this criteria.
Thank you again,
Mike

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Read Answer Asked by Mike on July 08, 2020

• Vivint Solar Inc. (VSLR $43.08)
  • $43.08 Cap: $5.40T
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Q: With the recent announcement of Sunrun Inc to buy Vivint Solar, offering a substantial financial gain, would you be inclined to sell today, and wait a month or two with thoughts of repurchasing after the dust settles.

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Read Answer Asked by Ronald on July 08, 2020

• Atlassian Corporation (TEAM $152.05)
  • $152.05 Cap: $40.91B
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• Veeva Systems Inc. Class A (VEEV $291.70)
  • $291.70 P/E (TTM): 61.54X Cap: $47.81B
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Q: What would be your preference right now between VEEV & TEAM at this moment?
Thanks

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Read Answer Asked by Dave on July 08, 2020

• Direxion Work From Home ETF (WFH)
  • P/E (TTM): 30.22X
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Q: Hi 5i Team:
RE: WFH (Work From Home ETF) from Direxion.
This ETF just came out June 25th .. do not see it in your database.
What is your opinion of the theme of this ETF ?
Would be a satellite holding in my portfolio.
Seems to make a lot of sense in the current COVID-19 environment.
Or could you recommend another ETF or stock that you like the prospects of going forward in this new investing environment ?
Thanks, Steve

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Read Answer Asked by STEVEN on July 08, 2020

• DocuSign Inc. (DOCU $67.01)
  • $67.01 P/E (TTM): 51.77X Cap: $13.47B
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Q: Can you comment on the acquisition of Liveoak? Where do you see Docusign in a year from now, if the virus is behind us?

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Read Answer Asked by Jeff on July 08, 2020

• Pfizer Inc. (PFE $25.79)
  • $25.79 P/E (TTM): 13.76X Cap: $146.63B
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• Verizon Communications Inc. (VZ $41.11)
  • $41.11 P/E (TTM): 8.7X Cap: $172.03B
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• goeasy Ltd. (GSY $123.41)
  • $123.41 P/E (TTM): 9.3X Cap: $2.05B
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• CGI Inc. (GIB $87.75)
  • $87.75 P/E (TTM): 16.67X Cap: $19.20B
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• RTX Corporation (RTX $173.96)
  • $173.96 P/E (TTM): 36.8X Cap: $237.84B
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Q: I have just trimmed my KXS position and have some money to put to work. I am underweight in the stated companies and would appreciate your input regarding future prospects. Thanks. ram

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Read Answer Asked by Ray on July 07, 2020

• Interpublic Group of Companies Inc. (The) (IPG $25.07)
  • $25.07 P/E (TTM): 21.48X Cap: $9.24B
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Q: Ipg offers a nice dividend. Although by nature their revenues have some cyclicality, do you see long term growth for this company in light of e-commerce and advertizing trends, and are they well positioned enough to recommend the stock for long term hold?

Upvote 1

Read Answer Asked by Daniel on July 07, 2020

• abrdn Total Dynamic Dividend Fund of Beneficial Interest (AOD $9.43)
  • $9.43 P/E (TTM): 25.05X Cap: $969M
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Q: good for income at this level ????. risks ??????

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Read Answer Asked by JOSEPH on July 07, 2020

• Akamai Technologies Inc. (AKAM $88.67)
  • $88.67 P/E (TTM): 26.49X Cap: $13.03B
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• Twilio Inc. Class A (TWLO $123.99)
  • $123.99 P/E (TTM): 334.97X Cap: $19.47B
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• Fastly Inc. Class A (FSLY $11.44)
  • $11.44 Cap: $1.77B
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Q: I can only buy one of these three and I'm leaning towards AKAM. Which one would you pick?

Alex

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Read Answer Asked by Alex on July 07, 2020

• Nexstar Media Group Inc. (NXST $183.64)
  • $183.64 P/E (TTM): 12.07X Cap: $5.70B
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Q: Hi
I sent a question on July 1st but have not received an answer. I was wondering what your thoughts are on this company? Would you buy it in to-day's environment?
Also, do you know of a service for US stock similar to your Canadian service?
Thank you
Steve

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Read Answer Asked by Steve on July 07, 2020

• Dropbox Inc (DBX $30.40)
  • $30.40 P/E (TTM): 17.52X Cap: $7.86B
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Q: Can I have your view on this company? Your last comment on Drop Box appears to have been only in 2018. Thanks in advance.

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Read Answer Asked by ANTONY on July 07, 2020

• Dun & Bradstreet Holdings Inc. (DNB $9.15)
  • $9.15 Cap: $4.08B
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Q: Hi 5i,
I would like your opinion Concerning the recent IPO of DNB. Is this a company you would consider for a new investment. Why/why not?
I see most recently that DNB had been taken private last year in 2019 and now has gone public again. Is this an action that raises a warning flag of some type.
Thx

Upvote 1

Read Answer Asked by jim on July 07, 2020

• Miscellaneous (MISC)
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Q: What are your thoughts on WFH ETF
Can you please give me MER. Is it expensive OR fairly price

Thanks for the great service.

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Read Answer Asked by Hector on July 07, 2020

• Skyworks Solutions Inc. (SWKS $68.17)
  • $68.17 P/E (TTM): 22.43X Cap: $10.13B
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• GLOBAL X FDS (SNSR $36.44)
  • $36.44 P/E (TTM): 37.05X Cap: $202M
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• STMicroelectronics N.V. (STM $23.78)
  • $23.78 P/E (TTM): 14.28X Cap: $21.35B
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Q: Which company in your opinion would be the best investment in IoT chip market. I saw a report saying that this market would grow to 525.4 billion by 2025. Thanks Ernie

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Read Answer Asked by Ernie on July 07, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.88)
  • $205.88 P/E (TTM): 89.27X Cap: $285.61B
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• Etsy Inc. (ETSY $58.48)
  • $58.48 P/E (TTM): 45.64X Cap: $5.77B
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Q: Hi 5I, how would you compare Etsy and Shopify as to product, valuation (cheap or expensive), balance sheet, management, growth etc. Thanks
Mike

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Read Answer Asked by Michael on July 07, 2020

• Dominion Energy Inc. (D $60.87)
  • $60.87 P/E (TTM): 22.69X Cap: $52.40B
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Q: Can you explain why this was down so much even after Warren Buffet made a sizeable investment? Is this because Buffet got a good deal? Why would the company do a move like this?

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Read Answer Asked by Mike on July 07, 2020

• Intercept Pharmaceuticals Inc. (ICPT)
  • Cap: $794M
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Q: Analyst have down graded ICPT and fallen 50% or so. Could not find reason for down grade. Is it worth holding or is it a sell
Thankx
Thomas

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Read Answer Asked by Thomas on July 07, 2020