Investment Q&A

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 $47.13)
  • $47.13 Cap: $944M
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• Conduent Incorporated (CNDT $1.53)
  • $1.53 Cap: $238M
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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 $188.55)
  • $188.55 P/E (TTM): 47.53X Cap: $4.75T
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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 $180.26)
  • $180.26 P/E (TTM): 33.56X Cap: $29B
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• JD.com Inc. (JD $26.95)
  • $26.95 P/E (TTM): 7.06X Cap: $40.02B
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• Roku Inc. (ROKU $93.33)
  • $93.33 Cap: $13.60B
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• DocuSign Inc. (DOCU $45.02)
  • $45.02 P/E (TTM): 29.2X Cap: $8.66B
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• CrowdStrike Holdings Inc. (CRWD $378.07)
  • $378.07 Cap: $91.58B
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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 $274.01)
  • $274.01 P/E (TTM): 33.69X Cap: $4.02T
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• QUALCOMM Incorporated (QCOM $146.24)
  • $146.24 P/E (TTM): 28.31X Cap: $155.58B
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• Xilinx Inc. (XLNX)
  • P/E (TTM): 51.66X
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• American Tower Corporation (REIT) (AMT $183.79)
  • $183.79 P/E (TTM): 30.31X Cap: $85.05B
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• Keysight Technologies Inc. (KEYS $305.21)
  • $305.21 P/E (TTM): 49.9X Cap: $51.82B
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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 $23.59)
  • $23.59 P/E (TTM): 17.6X Cap: $3.29B
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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 $59.80)
  • $59.80 P/E (TTM): 22.99X Cap: $8.99B
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• Crown Castle Inc. (CCI $86.61)
  • $86.61 Cap: $37.51B
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• Sea Limited American Depositary Shares each representing one Class A (SE $106.66)
  • $106.66 P/E (TTM): 155.41X Cap: $61.84B
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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 $274.01)
  • $274.01 P/E (TTM): 33.69X Cap: $4.02T
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• Amazon.com Inc. (AMZN $209.15)
  • $209.15 P/E (TTM): 28.63X Cap: $2.26T
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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 $85.27)
  • $85.27 P/E (TTM): 12.44X Cap: $3.58B
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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

• CryoPort Inc. (CYRX $8.50)
  • $8.50 P/E (TTM): 8.22X Cap: $424M
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Q: CYRX took a jump today. I would appreciate your thoughts on where it might go from here.
Thanks
Ian

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Read Answer Asked by Ian on August 26, 2020

• Autodesk Inc. (ADSK $230.77)
  • $230.77 P/E (TTM): 42.45X Cap: $47.65B
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Q: Can you please comment on this company's recently announced earnings. Your overall thoughts on the company would be appreciated and do you see it as a buy. Thank You.

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Read Answer Asked by Brian on August 26, 2020

• Parsons Corporation (PSN $65.54)
  • $65.54 P/E (TTM): 29.26X Cap: $6.89B
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Q: Good day :
Opinion of this name please ?
Thx
Mark

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Read Answer Asked by Mark on August 26, 2020

• Mastercard Incorporated (MA $519.77)
  • $519.77 P/E (TTM): 30.03X Cap: $454.28B
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• Visa Inc. (V $319.14)
  • $319.14 P/E (TTM): 28.78X Cap: $599.69B
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Q: Would you buy Visa or MasterCard at these prices and which would you prefer

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Read Answer Asked by Paul on August 26, 2020

• Mr. Cooper Group Inc. (COOP)
  • P/E (TTM): 24.09X Cap: $13.48B
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Q: Can you please give your opinion on COOP trading at less than 4x earnings in a recessionary environment as far as growth, safety, and capital appreciation. Thanks for your analysis.

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Read Answer Asked by Ian on August 26, 2020

• Micron Technology Inc. (MU $424.99)
  • $424.99 P/E (TTM): 40.02X Cap: $482.84B
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• Baidu Inc. (BIDU $126.30)
  • $126.30 P/E (TTM): 14.25X Cap: $45.60B
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• Ambarella Inc. (AMBA $71.72)
  • $71.72 Cap: $3.02B
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• GLOBAL X FDS (FINX $24.47)
  • $24.47 P/E (TTM): 31.8X Cap: $210M
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• Sonos Inc. (SONO $15.86)
  • $15.86 Cap: $1.86B
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• VanEck Vectors Video Gaming and eSports ETF (ESPO $93.72)
  • $93.72 P/E (TTM): 87.79X Cap: $285M
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Q: I am thinking of adding the following positions to my portfolio at about 2.5% each, would like your opinion on prospects for the following companies: bidi (Baidu); SONO; Mu (Micron); AMBA (Ambarella);; espo (VanEck e gaming etf); find (global fintech etf). These are all a play on the 5G rollout/stay at home revolution/play at home, your comments would be most welcome

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Read Answer Asked by John on August 26, 2020

• Veeva Systems Inc. Class A (VEEV $180.26)
  • $180.26 P/E (TTM): 33.56X Cap: $29B
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Q: Why do you like Veev so much?how do you see them going forward?

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Read Answer Asked by Jack on August 26, 2020

• Kamada Ltd. (KMDA $9.05)
  • $9.05 Cap: $535M
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Q: Would appreciate your thoughts on these 3. Thanks as always!

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Read Answer Asked by Austin on August 26, 2020

• RTX Corporation (RTX $195.79)
  • $195.79 P/E (TTM): 40.71X Cap: $263.06B
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Q: Considering the index changes regarding Raytheon, what is your overall view of this company and the impact on the stock?

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Read Answer Asked by Ryczard on August 26, 2020

• General Motors Company (GM $82.25)
  • $82.25 P/E (TTM): 24.36X Cap: $74.51B
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Q: Hi 5i team,
I am not a value guy as you know from my questions, but I do mix in a sprinkling here and there. There seems to be some speculation by U.S. analysts that GM could or should spin off its electric vehicle division into a public company and that would attract a much higher market multiple. In the past, you were not very positive on GM and its prospects. Given the spectacular run of TSLA, has your opinion changed at all on GM, given its electric vehicle assets, and what would you consider to be the likelihood of a spinoff?
Thanks again for the insight.
Dave

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Read Answer Asked by Dave on August 25, 2020

Q: May I please have your opinion on this company? Thanks.

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Read Answer Asked by Marco on August 25, 2020

• Apple Inc. (AAPL $274.01)
  • $274.01 P/E (TTM): 33.69X Cap: $4.02T
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Q: Apple is trading at 32x FY21 EPS estimates while its revenue growth for the next decade is estimated to be 5% per year. Is it too expensive now and therefore should be sold? I’ve held it in my RRSP account for a long time with substantial gains.
Thanks. Liping

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Read Answer Asked by Liping on August 25, 2020