Investment Q&A

• Amgen Inc. (AMGN $317.38)
  • $317.38 P/E (TTM): 24.24X Cap: $170.90B
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• Regeneron Pharmaceuticals Inc. (REGN $746.80)
  • $746.80 P/E (TTM): 16.56X Cap: $76.32B
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• AbbVie Inc. (ABBV $223.98)
  • $223.98 P/E (TTM): 106.69X Cap: $397.97B
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• Humana Inc. (HUM $266.49)
  • $266.49 P/E (TTM): 23.4X Cap: $32.05B
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• eHealth Inc. (EHTH $4.07)
  • $4.07 P/E (TTM): 23.0X Cap: $117M
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Q: I would like your advice on my Healthcare Portfolio. Currently, we own IHI, SYK, PFE, BMY, ZTS , LHCG. My watchlist includes names that you have also recommended. Please rank your top healthcare preferences [could include others] 5 or 6 names overall [ growth at reasonable price, with rationale, if possible.

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Read Answer Asked by sam on May 20, 2020

• ManpowerGroup (MAN $28.54)
  • $28.54 Cap: $1.31B
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Q: Hi Guys
Can i have your opinion on Manpower
thanks

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Read Answer Asked by Gordon on May 20, 2020

• Cloudflare Inc. Class A (NET $207.95)
  • $207.95 Cap: $74.77B
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Q: Hi gang , looking into buying net . Would you buy? How strong is the company? Will it be o k if the shutdown continued for a longer time? Can you please update the company. Thanks
Alnoor

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Read Answer Asked by Alnoor on May 20, 2020

• Apple Inc. (AAPL $278.03)
  • $278.03 P/E (TTM): 37.06X Cap: $4.11T
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• Atlassian Corporation (TEAM $163.27)
  • $163.27 Cap: $42.95B
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• Veeva Systems Inc. Class A (VEEV $229.49)
  • $229.49 P/E (TTM): 45.22X Cap: $37.66B
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• DocuSign Inc. (DOCU $70.23)
  • $70.23 P/E (TTM): 52.17X Cap: $13.78B
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Q: I have $9000 US to add to a US margin account. I have 4 names in mind as noted above which one you think has more share price appreciation, could you please rank them? Thanks.

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Read Answer Asked by Lin on May 20, 2020

• Moody's Corporation (MCO $485.51)
  • $485.51 P/E (TTM): 39.13X Cap: $85.63B
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Q: With my holdings of Tech and Health Care at close to 20% each and a feeling that Financials (banks) and Industrials will be in a holding pattern for a while what do you think of a 2-3% holding in MCO at this time?
Thanks

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Read Answer Asked by DAVID on May 20, 2020

• Atlassian Corporation (TEAM $163.27)
  • $163.27 Cap: $42.95B
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• Twilio Inc. Class A (TWLO $134.24)
  • $134.24 P/E (TTM): 332.44X Cap: $20.35B
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• Check Point Software Technologies Ltd. (CHKP $198.48)
  • $198.48 Cap: $21.40B
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• Rapid7 Inc. (RPD $16.36)
  • $16.36 P/E (TTM): 46.26X Cap: $1.09B
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• DocuSign Inc. (DOCU $70.23)
  • $70.23 P/E (TTM): 52.17X Cap: $13.78B
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• Zoom Communications Inc. (ZM $90.24)
  • $90.24 P/E (TTM): 17.05X Cap: $26.07B
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• Fastly Inc. (FSLY $10.43)
  • $10.43 Cap: $1.57B
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• CrowdStrike Holdings Inc. (CRWD $517.65)
  • $517.65 Cap: $130.97B
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• Slack Technologies Inc. Class A (WORK $45.20)
  • $45.20 Cap: $26.51B
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Q: Hi , as you mentioned future trend of people staying home and work and boss wants to monitor work. Would you suggest companies that involve in this ? Thanks.

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Read Answer Asked by victor on May 20, 2020

• Cencora Inc. (COR $344.50)
  • $344.50 P/E (TTM): 42.37X Cap: $66.11B
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• Digital Realty Trust Inc. (DLR $158.82)
  • $158.82 P/E (TTM): 42.17X Cap: $54.55B
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Q: Fi you could only own one of COR or DLR, which would it be ?

Thanks ! Stay safe !

Dave

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Read Answer Asked by David on May 20, 2020

• Royal Caribbean Cruises Ltd. (RCL $279.70)
  • $279.70 P/E (TTM): 16.42X Cap: $71B
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Q: If you were going to make a small risky investment (gamble) in the cruise line business what stock would you pick? Also what are your thoughts on that industry going forward?
Marse

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Read Answer Asked by Marcel on May 20, 2020

• CryoPort Inc. (CYRX $9.64)
  • $9.64 P/E (TTM): 10.09X Cap: $503M
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Q: Do you know what has been going on with CRYX during the last month or so. Will it continue ?

Thanks
Ian

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Read Answer Asked by Ian on May 20, 2020

• Ping Identity Holding Corp. (PING)
  • Cap: $2.44B
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Q: Please provide any info. on this co. Thanks

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Read Answer Asked by jim on May 20, 2020

• Lantronix Inc. (LTRX $6.58)
  • $6.58 Cap: $229M
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Q: Hi 5i,
Would you be able to comment on Lantronix? I believe the released earnings recently. Would you buy, sell or hold?
Thank you!

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Read Answer Asked by Bill on May 19, 2020

• Johnson & Johnson (JNJ $210.01)
  • $210.01 P/E (TTM): 19.3X Cap: $497.61B
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• Medtronic plc. (MDT $99.75)
  • $99.75 P/E (TTM): 27.52X Cap: $129.18B
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• UnitedHealth Group Incorporated (DE) (UNH $336.73)
  • $336.73 P/E (TTM): 16.88X Cap: $297.45B
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Q: Hi 5i,
Can you provide three US health related stocks that are in different areas of the healthcare field, that you would currently buy?
Thanks
Terry

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Read Answer Asked by Terry on May 19, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $226.91)
  • $226.91 P/E (TTM): 88.89X Cap: $295.27B
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Q: Is FB now competition to SHOP?
From their TWITTER account.
Thanks

Facebook
Today we're introducing Facebook Shops, which will make it easy for businesses to set up a single online store on both

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Read Answer Asked by Herm on May 19, 2020

• BlackLine Inc. (BL $58.83)
  • $58.83 P/E (TTM): 52.59X Cap: $3.47B
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Q: Could you provide your thoughts on this stock? Growth prospects, valuation.

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Read Answer Asked by Aleem on May 19, 2020

• Miscellaneous (MISC)
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Q: Vaccine developers are something like the Klondike goldrush, numerous companies are hoping to discover the vaccine for this virus and that would make them the next Shopify. I read a lot and especially on US sites. A few companies surfaced recently which could possibly be the next gold discovery (vaccine) which are ARCT, NVAX, DVAX, IBIO and GOVX. Do you recognize any of these and think they could be the next big stock winners in providing a vaccine for the epidemic?

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Read Answer Asked by Dennis on May 19, 2020

• Starbucks Corporation (SBUX $84.74)
  • $84.74 P/E (TTM): 35.47X Cap: $95.34B
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• McDonald's Corporation (MCD $309.71)
  • $309.71 P/E (TTM): 26.52X Cap: $220.56B
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• TJX Companies Inc. (The) (TJX $155.58)
  • $155.58 P/E (TTM): 35.01X Cap: $172.76B
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• Paramount Global Cl B (VIAC)
  • P/E (TTM): 7.0X Cap: $19.14B
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Q: I would like your opinion on VIAC given that it aims to build on its CBS All Access platform to launch a major new streaming service. It is well priced right now. can you suggest a few other US stocks that are oversold and would be a good entry point.
thanks

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Read Answer Asked by Mary on May 19, 2020

• U-Haul Holding Co Com (UHAL $54.56)
  • $54.56 P/E (TTM): 78.4X Cap: $10.66B
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Q: what is your thought on UHAL, it seems its not recovered from COVID-19 yet and it has room to grow.

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Read Answer Asked by adam on May 19, 2020

• Amcor plc (AMCR $8.33)
  • $8.33 P/E (TTM): 27.03X Cap: $18.92B
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Q: i own Richards in canada and looking for a comparable in the US - looks like good results announced this week. Your thoughts?
REtired and looking for a bit of growth and dividend.

Cheers

Upvote 1

Read Answer Asked by kelly on May 19, 2020

• QuidelOrtho Corp Com (QDEL $29.66)
  • $29.66 Cap: $1.95B
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Q: Can you comment on your thoughts on the company? Management, balance sheet, MOAT, future growth, risk? Thanks.

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Read Answer Asked by Andrew on May 19, 2020

• Apple Inc. (AAPL $278.03)
  • $278.03 P/E (TTM): 37.06X Cap: $4.11T
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• Starbucks Corporation (SBUX $84.74)
  • $84.74 P/E (TTM): 35.47X Cap: $95.34B
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• Nike Inc. (NKE $67.74)
  • $67.74 P/E (TTM): 32.48X Cap: $97.25B
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Q: Hi 5i,

I'm concerned with all the sabre rattling leading to a US/China trade war. Of particular concern are American companies that are needing China as the engine for growth. 1. Do you think this is a valid concern? 2. Would you position your portfolio more domestically/defensively for a trade war? 3. What would be some good alternatives to these three companies that are more domestic (or Western) centric for growth?

TIA!

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Read Answer Asked by Wayne on May 19, 2020