Investment Q&A

• NetApp Inc. (NTAP $106.97)
  • $106.97 P/E (TTM): 18.36X Cap: $20.65B
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Q: Could you please comment on their results and outlook.

Thanks,
Milan

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Read Answer Asked by Milan on May 28, 2020

• Amazon.com Inc. (AMZN $247.53)
  • $247.53 P/E (TTM): 34.94X Cap: $2.64T
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• Netflix Inc. (NFLX $90.03)
  • $90.03 P/E (TTM): 37.37X Cap: $379.07B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Atlassian Corporation (TEAM $148.41)
  • $148.41 Cap: $38.52B
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Q: I want to buy two stocks from above selection. What would be your prefrence.
andrew.

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Read Answer Asked by Andrzej on May 27, 2020

• Constellation Brands Inc. (STZ $151.95)
  • $151.95 P/E (TTM): 21.27X Cap: $25.48B
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• Diageo plc (DEO $90.05)
  • $90.05 P/E (TTM): 20.66X Cap: $48.65B
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Q: Hello

Could you give me your opinion and outlook on DEO? Do you much prefer constellation brands in this space ?
Thank you
Stephane

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Read Answer Asked by Stephane on May 27, 2020

• Amgen Inc. (AMGN $324.54)
  • $324.54 P/E (TTM): 25.18X Cap: $175.59B
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Q: I purchased AMGN - 18 months ago for $243.00. Since that time, it has come up to that level a year ago and recently twice this year. I have had the stock 18 months and I am still under water. 5i likes this stock in the health field - how much longer do you think it will take before I see a profit? On another note today the 26th - the market had the biggest run in ages, but participants (mostly tech) NVDA, PYPL, SHOP, KXS along with other techs, did not participate and went the other way. Were people selling these stocks to raise money to buy the other ones that went up? I know you will have the right answer. Thanks Dennis

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Read Answer Asked by Dennis on May 27, 2020

• Atlassian Corporation (TEAM $148.41)
  • $148.41 Cap: $38.52B
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• Veeva Systems Inc. Class A (VEEV $235.52)
  • $235.52 P/E (TTM): 46.81X Cap: $39.47B
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• Fortinet Inc. (FTNT $78.55)
  • $78.55 P/E (TTM): 32.6X Cap: $58.91B
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• DocuSign Inc. (DOCU $68.96)
  • $68.96 P/E (TTM): 48.12X Cap: $13.78B
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Q: I plan to add initial positions in two of the following: Fortinet (FTNT), DocuSign (DOCU), Atlassian TEAM), or Veeva (VEEV). Would you please indicate their three year gain potential and risk. Thank You Paul

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Read Answer Asked by Paul C. on May 27, 2020

• Anaplan Inc. (PLAN $63.73)
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• Smartsheet Inc. Class A (SMAR)
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Q: Due to Covid 19, more and more people are working from home and making purchases on line. Now team members are working remotely and need to collaborate effectively and securely, Please give your opinion about these companies, Anaplan (PLAN), Smartsheet (SMAR) and Absolute Software (ABT).

Thanks,

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Read Answer Asked by vipin on May 27, 2020

• Lumentum Holdings Inc. (LITE $329.15)
  • $329.15 P/E (TTM): 215.6X Cap: $24.91B
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• Viavi Solutions Inc. (VIAV $17.74)
  • $17.74 P/E (TTM): 296.33X Cap: $3.96B
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Q: How do you rate these companies? How does future look for them? If selling one, which would go?

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Read Answer Asked on May 26, 2020

• Archer-Daniels-Midland Company (ADM $62.49)
  • $62.49 P/E (TTM): 24.88X Cap: $29.76B
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• Bunge Limited (BG $100.59)
  • $100.59 P/E (TTM): 10.87X Cap: $19.33B
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Q: Hello to the team
i'm interested dip my toes on the agricultural wich of the two you wouldl side,i'm 76.
Thank You
Dan

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Read Answer Asked by DANIEL on May 26, 2020

• Gilead Sciences Inc. (GILD $120.36)
  • $120.36 P/E (TTM): 18.75X Cap: $150.24B
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• Johnson & Johnson (JNJ $207.05)
  • $207.05 P/E (TTM): 19.73X Cap: $492.43B
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• Procter & Gamble Company (The) (PG $143.46)
  • $143.46 P/E (TTM): 20.71X Cap: $331.51B
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Q: These two companies are slipping instead of going up if the
they have meaningful role in Covid.
AS well Jand J maybe having issue with product liability,
Appreciate your comments on the outlook going forward

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Read Answer Asked by thambirajah on May 26, 2020

• Dollar Tree Inc. (DLTR $136.01)
  • $136.01 Cap: $26.32B
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Q: Peter & Staff: In my US account I have 35% SPYG, 35% QQQ, 15% DOW and 15% CASH. Your opinion about adding DLTR for a 15% holding in place of the cash. Would you suggest an alternative? I value your opinion very much. Thankyou. Ron N

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Read Answer Asked by ron on May 26, 2020

• Wingstop Inc. (WING $275.54)
  • $275.54 P/E (TTM): 44.7X Cap: $7.61B
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Q: Hi,
I would be interested in any thoughts you could offer regarding Wingstop. They seem to have done very well during the crisis, but I don't know much about them - just that the accumulation seems to be continuing. Many thanks for all your hard work!
Dawn

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Read Answer Asked by Dawn on May 26, 2020

• L3Harris Technologies Inc. (LHX $340.50)
  • $340.50 P/E (TTM): 36.07X Cap: $62.80B
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Q: What is your opinion of the company‘s prospects and the valuation of the stock? Thanks!

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Read Answer Asked by Michael on May 26, 2020

• Broadcom Inc. (AVGO $350.25)
  • $350.25 P/E (TTM): 72.63X Cap: $1.63T
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• Duke Energy Corporation (Holding Company) (DUK $116.92)
  • $116.92 P/E (TTM): 18.44X Cap: $90.83B
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• JPMorgan Chase & Co. (JPM $322.57)
  • $322.57 P/E (TTM): 16.3X Cap: $896.14B
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• NextEra Energy Inc. (NEE $80.14)
  • $80.14 P/E (TTM): 25.44X Cap: $166.37B
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• AT&T Inc. (T $23.81)
  • $23.81 P/E (TTM): 7.79X Cap: $168.10B
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Q: Can you give me 5 US based companies with perpetual preferred shares. Safety is the most important factor.
Thanks

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Read Answer Asked by Mark on May 26, 2020

• LiveRamp Holdings Inc. (RAMP $27.79)
  • $27.79 P/E (TTM): 48.95X Cap: $1.80B
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Q: Can you give us your opinion on this company? I am looking for interesting growth and lesser known companies with a market cap between 1 and 6 billons

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Read Answer Asked by Olivier on May 26, 2020

• Amgen Inc. (AMGN $324.54)
  • $324.54 P/E (TTM): 25.18X Cap: $175.59B
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• Amazon.com Inc. (AMZN $247.53)
  • $247.53 P/E (TTM): 34.94X Cap: $2.64T
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• Alphabet Inc. (GOOG $329.96)
  • $329.96 P/E (TTM): 32.49X Cap: $3.96T
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• Microsoft Corporation (MSFT $479.34)
  • $479.34 P/E (TTM): 34.09X Cap: $3.56T
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• NVIDIA Corporation (NVDA $184.90)
  • $184.90 P/E (TTM): 45.87X Cap: $4.49T
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• PayPal Holdings Inc. (PYPL $57.37)
  • $57.37 P/E (TTM): 11.6X Cap: $53.94B
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• QUALCOMM Incorporated (QCOM $172.09)
  • $172.09 P/E (TTM): 35.49X Cap: $190.40B
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• Regeneron Pharmaceuticals Inc. (REGN $786.09)
  • $786.09 P/E (TTM): 19.05X Cap: $83.71B
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• Roper Technologies Inc. (ROP $433.72)
  • $433.72 P/E (TTM): 29.95X Cap: $46.80B
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• Atlassian Corporation (TEAM $148.41)
  • $148.41 Cap: $38.52B
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• Twilio Inc. Class A (TWLO $131.83)
  • $131.83 P/E (TTM): 336.9X Cap: $19.92B
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• Veeva Systems Inc. Class A (VEEV $235.52)
  • $235.52 P/E (TTM): 46.81X Cap: $39.47B
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• Alteryx Inc. Class A (AYX)
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• RTX Corporation (RTX $191.90)
  • $191.90 P/E (TTM): 38.71X Cap: $252.73B
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Q: Morning 5i,
I'm looking to get my US allocation in my portfolio up to ~40% in the Healthcare, Industrials, and Tech sectors. I have a VERY long time frame, but I'm interested in businesses that have aggressive/high growth in the IMMEDIATE to 2 year timeframe.

Could you please rank the names below in terms of highest short-term growth potential coming out of a COVID world (reopening, new normal).

And if possible, are there any US names that trump these selections instead? Please take as many question credits as required:

Healthcare: VEEV, AMGN, REGN
Tech: TEAM, TWLO, MSFT, NVDA, AYX, AMZN, GOOG, QCOM, PYPL
Industrials: ROP, RTX

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Read Answer Asked by Michael on May 26, 2020

• GAIN Capital Holdings Inc. (GCAP $6.04)
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Q: Happy Friday!

I acknowledge you don't closely follow US stocks, but given that you still occasionally comment, I'll ask: What's the argument against this one?

I appreciate any insights you may wish to share.

Thanks,

Marc.

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Read Answer Asked by Marc on May 26, 2020

• Jefferies Financial Group Inc. (JEF $62.41)
  • $62.41 P/E (TTM): 21.38X Cap: $12.84B
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Q: Hi Guys
I sold JEF for a tax loss just recently. Would you see value in buying it back after 30 days at this price.
thanks

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Read Answer Asked by Gordon on May 26, 2020

• ServiceNow Inc. (NOW $143.19)
  • $143.19 P/E (TTM): 17.13X Cap: $147.24B
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• DocuSign Inc. (DOCU $68.96)
  • $68.96 P/E (TTM): 48.12X Cap: $13.78B
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Q: You have the choice to invest in one of these companies. Which one do you choose and why?

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Read Answer Asked by francis on May 26, 2020

• Box Inc. Class A (BOX $29.52)
  • $29.52 P/E (TTM): 23.96X Cap: $4.25B
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Q: Hi

Box has been a big disappointment for long time now. Today it popped up probably due to upgrade from analyst. What is your opinion - Sell and move on before earnings or hold?
Thanks

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Read Answer Asked by S on May 25, 2020

• PayPal Holdings Inc. (PYPL $57.37)
  • $57.37 P/E (TTM): 11.6X Cap: $53.94B
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• Visa Inc. (V $345.71)
  • $345.71 P/E (TTM): 34.29X Cap: $673.56B
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Q: For a one year growth which one of these companies would you say has greater potential. Growth only

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Read Answer Asked by wilson on May 25, 2020