Investment Q&A

• Harmony Gold Mining Company Limited (HMY $21.50)
  • $21.50 P/E (TTM): 14.7X Cap: $12.93B
  • View HMY Profile
  • View Questions on HMY
• Gold Resource Corporation (GORO $1.68)
  • $1.68 Cap: $257M
  • View GORO Profile
  • View Questions on GORO

Q: Peter and His Wonder Team
If you had to choose one gold company to hold for the long term which would it be. HMY has just hit a new high and appears to have momentum and good leverage if gold goes higher. On the other hand GORO has less geopolitical risk, appears to be well managed but seems very range bound with resistance to follow the sector. Is this more of a short term problem for them. I am in a quandary. Your thoughts please! Thanks!

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Read Answer Asked by Ernest on July 06, 2020

• Microsoft Corporation (MSFT $413.72)
  • $413.72 P/E (TTM): 28.53X Cap: $3.07T
  • View MSFT Profile
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• iShares Russell 2000 Growth ETF (IWO $342.76)
  • $342.76 P/E (TTM): 22.36X Cap: $13.46B
  • View IWO Profile
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Q: I have a massive,massive gain in MSFT after buying this in the low $20 range over 10 years ago. Would you sell off a portion and invest the proceeds in IWO or just hold on to MSFT? Thanks Ron

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Read Answer Asked by Ronald on July 06, 2020

• Lemonade Inc. (LMND $72.80)
  • $72.80 Cap: $5.54B
  • View LMND Profile
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Q: Can I get your thoughts on the Lemonade IPO please, the market seems to eat up all the tech ipo's these days. I couldn't resist myself, but what does 5i think a ballpark fair price would be for something like this?

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Read Answer Asked by dan on July 06, 2020

• Veeva Systems Inc. Class A (VEEV $184.61)
  • $184.61 P/E (TTM): 35.8X Cap: $30.18B
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Q: I have some US dollars to deploy, what one US stock would you recommend today regardless of all other assets already held?

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Read Answer Asked by John on July 06, 2020

• Gen Digital Inc Com (NLOK)
  • P/E (TTM): 15.5X Cap: $14.41B
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Q: Your opinion please on nlok.

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Read Answer Asked by Irv on July 06, 2020

• B&G Foods Inc. (BGS $5.08)
  • $5.08 Cap: $411M
  • View BGS Profile
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Q: Hi Guys,

On July 1st in Globe & Mail, Gordon Pape recommended B&G Foods as a higher risk, "overlooked Income Stock which as weathered the COVID-19 storm". Any thoughts or updates ?

Take Care !

Dave

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Read Answer Asked by David on July 06, 2020

• Ulta Beauty Inc. (ULTA $696.25)
  • $696.25 P/E (TTM): 26.5X Cap: $30.88B
  • View ULTA Profile
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Q: good morning, what is your take on Ulta beauty in today's environment? do you think long term there is plenty of room for growth.

thanks Dave

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Read Answer Asked by Dave on July 03, 2020

• Revolve Group Inc. Class A (RVLV $27.04)
  • $27.04 P/E (TTM): 35.28X Cap: $1.92B
  • View RVLV Profile
  • View Questions on RVLV

Q: Please share your thoughts on RVLV for a long term investment? How would you think its future will be like? Is now a good time to initiate a small position?

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Read Answer Asked by David on July 03, 2020

Q: Invesco DWA Healthcare Momentum ETF
NASDAQ:PTH

Has done very well and achieved first quartile performance over five years, second quartile over 10 years. Didn't seem to attract any questions from members. Your opinion is much appreciated,

Thanks

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Read Answer Asked by Saad on July 03, 2020

Q: Please comments this ETF BETZ (Roundhill Sports Betting & iGaming ETF), Would it be a good long term investment? Or are there other substitutes for it to invest in this industry? Would you initiate a position today? Thank you!

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Read Answer Asked by David on July 03, 2020

• ON Semiconductor Corporation (ON $65.10)
  • $65.10 P/E (TTM): 84.68X Cap: $26.23B
  • View ON Profile
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Q: Could you give me your opinion on this company,is this a good entry,how is management, debt,any near term catalysts and how often do they beat expectations thank you

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Read Answer Asked by Greg on July 03, 2020

• Opko Health Inc. (OPK $1.22)
  • $1.22 Cap: $936M
  • View OPK Profile
  • View Questions on OPK

Q: Hello 5i. Happy Canada Day! Could you please provide some insight into Opko Health. After years of decline, it seems to have some recent positive price momentum and increased volume. What is driving the turn? It also seems like the CEO is always buying back stock. Thanks.

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Read Answer Asked by Richard on July 02, 2020

• Appia Rare Earths & Uranium Corp. (API $0.18)
  • $0.18 Cap: $31M
  • View API Profile
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Q: What will be the future growth above two companies for 2 to 3 yrs investment. What will be the fair price for the stock.
Thx

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Read Answer Asked by Jigneshbhai on July 02, 2020

• Geo Group Inc (The) REIT (GEO $16.07)
  • $16.07 P/E (TTM): 9.19X Cap: $2.23B
  • View GEO Profile
  • View Questions on GEO

Q: quote.......
The vast majority of GEO's revenue is derived from its U.S. Corrections & Detention segment, which focuses on leasing and operating correctional facilities.
what's your take on this company going fwd
what is the current dividend yield
thank you

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Read Answer Asked by JACK on July 02, 2020

• Telesis Bio Inc. (TBIO $0.06)
  • View TBIO Profile
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Q: Please comment. Tx

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Read Answer Asked by Austin on July 02, 2020

• Soleno Therapeutics Inc. (SLNO $40.88)
  • $40.88 Cap: $2.26B
  • View SLNO Profile
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Q: Any thoughts on this? Thanks

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Read Answer Asked by Austin on July 02, 2020

• Harmonic Inc. (HLIT $10.29)
  • $10.29 P/E (TTM): 24.05X Cap: $1.08B
  • View HLIT Profile
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Q: I have a small pisition in Harmonic. Currently at a loss. May I please have your comments on the future potential of this company. Should I add more shares or sell. Thank you.

Stella

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Read Answer Asked by Stella on July 02, 2020

Q: Hi Team
what can you tell me about AEY Advantage Technologies Group?
Thanks
Ron

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Read Answer Asked by Ron on July 02, 2020

• Limelight Networks Inc. (LLNW)
  • P/E (TTM): -7.2X Cap: $364M
  • View LLNW Profile
  • View Questions on LLNW

Q: I see only one other question on this stock (2017). Was this actually a 20+ dollar stock? Do you know why it tanked so badly over a decade ago? Would it be better now that there is more and more streaming demand? It doesn't seem to get a lot of attention.

TIA!

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Read Answer Asked by Wayne on July 02, 2020

• Bank of America Corporation (BAC $56.41)
  • $56.41 P/E (TTM): 15.45X Cap: $411.93B
  • View BAC Profile
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• JPMorgan Chase & Co. (JPM $322.10)
  • $322.10 P/E (TTM): 15.96X Cap: $876.84B
  • View JPM Profile
  • View Questions on JPM

Q: US bank stress test.

I read about the recent stress test results. Apparently results in general are not great.
Apparently Wells Fargo may cut their dividend next quarter and JPM opened the door by saying it was possibility they too could cut in the future. Never heard of such from the Canadian banks.

I have 20% of my total RRSP portfolio in JPM, Bank America, and Bank of New York Mellon.

They big US banks in general performed very well since the financial recession but now I wonder for the future?

Stephane

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Read Answer Asked by Stephane on July 02, 2020