Investment Q&A

• Akamai Technologies Inc. (AKAM $101.00)
  • $101.00 P/E (TTM): 33.25X Cap: $14.79B
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• Twilio Inc. Class A (TWLO $125.48)
  • $125.48 P/E (TTM): 617.55X Cap: $18.63B
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• Fastly Inc. (FSLY $20.44)
  • $20.44 Cap: $3.04B
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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 $253.64)
  • $253.64 P/E (TTM): 71.01X Cap: $7.44B
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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

Upvote 1

Read Answer Asked by Steve on July 07, 2020

• Dropbox Inc (DBX $26.38)
  • $26.38 P/E (TTM): 14.07X Cap: $6.31B
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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.

Upvote 0

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.

Upvote 0

Read Answer Asked by Hector on July 07, 2020

• Skyworks Solutions Inc. (SWKS $56.48)
  • $56.48 P/E (TTM): 22.37X Cap: $8.46B
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• GLOBAL X FDS (SNSR $38.66)
  • $38.66 P/E (TTM): 34.44X Cap: $214M
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• STMicroelectronics N.V. (STM $33.31)
  • $33.31 P/E (TTM): 19.05X Cap: $29.62B
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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 $184.26)
  • $184.26 P/E (TTM): 132.0X Cap: $230.50B
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• Etsy Inc. (ETSY $56.63)
  • $56.63 P/E (TTM): 39.18X Cap: $5.35B
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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 $63.00)
  • $63.00 P/E (TTM): 18.17X Cap: $54.98B
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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

• Curtiss-Wright Corporation (CW $678.68)
  • $678.68 P/E (TTM): 54.54X Cap: $26.27B
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Q: Hi 5i Team,

Do you have any thoughts about Curtiss-Wright? Seem like good end markets, valuation, not too much debt, free cash flow generation, share count is steady, etc.

I appreciate that you don’t follow them but looking for an alternative to RTX and the like.

Derek

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Read Answer Asked by Derek on July 07, 2020

• Old Dominion Freight Line Inc. (ODFL $210.68)
  • $210.68 P/E (TTM): 42.96X Cap: $45.05B
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Q: Hi folks
I would like to add a bit to my Industrials. What do you think about Old Dominion Freight at this juncture? I believe they have been around since 1934 ish. I am looking for a steady eddie with some growth.
Thank you for all the support you give us every day...

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Read Answer Asked by El-ann on July 07, 2020

• CryoPort Inc. (CYRX $8.36)
  • $8.36 P/E (TTM): 8.58X Cap: $437M
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Q: CYRX seems to have found it's mojo the last few months. What was the catalyst and how far do you think it will go.
Thanks,
Ian

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Read Answer Asked by Ian on July 07, 2020

• NantHealth Inc. (NH)
  • Cap: $10M
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Q: Can you please give me your opinion of this stock?

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Read Answer Asked by Elaine or Gerry on July 07, 2020

• Illumina Inc. (ILMN $128.24)
  • $128.24 P/E (TTM): 23.69X Cap: $19.71B
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• Regeneron Pharmaceuticals Inc. (REGN $764.93)
  • $764.93 P/E (TTM): 18.48X Cap: $83.25B
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• AbbVie Inc. (ABBV $232.35)
  • $232.35 P/E (TTM): 99.09X Cap: $417.62B
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• iShares Global Healthcare ETF (IXJ $97.08)
  • $97.08 P/E (TTM): 26.33X Cap: $4.09B
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• State Street Health Care Select Sector SPDR ETF (XLV $153.91)
  • $153.91 P/E (TTM): 23.97X Cap: $42.26B
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• iShares Biotechnology ETF (IBB $168.67)
  • $168.67 P/E (TTM): 20.63X Cap: $8.49B
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• iShares U.S. Medical Devices ETF (IHI $57.88)
  • $57.88 P/E (TTM): 29.95X Cap: $3.54B
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• Guardant Health Inc. (GH $92.58)
  • $92.58 Cap: $12.20B
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Q: I have very little healthcare in my portfolio and also need to diversify geographically. There are so many opinions on what types of healthcare to invest in (drugs, medical devices (knees, hips), insurance, pharmacies, etc.) that I am struggling to jump in. What would be your top three healthcare related choices (outside Canada) to invest in for the long term.

Thank you for the great service you provide

Sean

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Read Answer Asked by Sean on July 06, 2020

• Tesla Inc. (TSLA $405.55)
  • $405.55 P/E (TTM): 363.36X Cap: $1.52T
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Q: Wow! I did a search for questions for TSLA...not a single question?
So here goes...your thoughts on Tesla please.
Thanks.
T

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Read Answer Asked by Tracey on July 06, 2020

• Harmony Gold Mining Company Limited (HMY $19.55)
  • $19.55 P/E (TTM): 14.31X Cap: $14.44B
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• Gold Resource Corporation (GORO $1.38)
  • $1.38 Cap: $234M
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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 $410.68)
  • $410.68 P/E (TTM): 25.26X Cap: $3T
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• iShares Russell 2000 Growth ETF (IWO $328.55)
  • $328.55 P/E (TTM): 22.36X Cap: $13.12B
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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 $55.04)
  • $55.04 Cap: $4.18B
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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 $196.06)
  • $196.06 P/E (TTM): 36.24X Cap: $30.98B
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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