Investment Q&A

• Skyworks Solutions Inc. (SWKS $55.19)
  • $55.19 P/E (TTM): 20.47X Cap: $8.30B
  • View SWKS Profile
  • View Questions on SWKS
• GLOBAL X FDS (SNSR $37.60)
  • $37.60 P/E (TTM): 34.44X Cap: $183M
  • View SNSR Profile
  • View Questions on SNSR
• STMicroelectronics N.V. (STM $34.32)
  • $34.32 P/E (TTM): 20.8X Cap: $30.50B
  • View STM Profile
  • View Questions on STM

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

Upvote 0

Read Answer Asked by Ernie on July 07, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.58)
  • $164.58 P/E (TTM): 130.2X Cap: $214.63B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Etsy Inc. (ETSY $51.64)
  • $51.64 P/E (TTM): 35.95X Cap: $4.97B
  • View ETSY Profile
  • View Questions on ETSY

Q: Hi 5I, how would you compare Etsy and Shopify as to product, valuation (cheap or expensive), balance sheet, management, growth etc. Thanks
Mike

Upvote 0

Read Answer Asked by Michael on July 07, 2020

• Dominion Energy Inc. (D $62.77)
  • $62.77 P/E (TTM): 17.99X Cap: $55.17B
  • View D Profile
  • View Questions on D

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?

Upvote 0

Read Answer Asked by Mike on July 07, 2020

• Intercept Pharmaceuticals Inc. (ICPT)
  • Cap: $794M
  • View ICPT Profile
  • View Questions on ICPT

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

Upvote 0

Read Answer Asked by Thomas on July 07, 2020

• Curtiss-Wright Corporation (CW $694.88)
  • $694.88 P/E (TTM): 54.16X Cap: $25.72B
  • View CW Profile
  • View Questions on CW

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

Upvote 0

Read Answer Asked by Derek on July 07, 2020

• Old Dominion Freight Line Inc. (ODFL $198.00)
  • $198.00 P/E (TTM): 41.25X Cap: $41.60B
  • View ODFL Profile
  • View Questions on ODFL

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...

Upvote 0

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

• CryoPort Inc. (CYRX $8.77)
  • $8.77 P/E (TTM): 3.25X Cap: $437M
  • View CYRX Profile
  • View Questions on CYRX

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

Upvote 0

Read Answer Asked by Ian on July 07, 2020

• NantHealth Inc. (NH)
  • Cap: $10M
  • View NH Profile
  • View Questions on NH

Q: Can you please give me your opinion of this stock?

Upvote 0

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

• Illumina Inc. (ILMN $127.38)
  • $127.38 P/E (TTM): 23.15X Cap: $19.47B
  • View ILMN Profile
  • View Questions on ILMN
• Regeneron Pharmaceuticals Inc. (REGN $761.85)
  • $761.85 P/E (TTM): 18.74X Cap: $80.54B
  • View REGN Profile
  • View Questions on REGN
• AbbVie Inc. (ABBV $208.84)
  • $208.84 P/E (TTM): 91.09X Cap: $369.38B
  • View ABBV Profile
  • View Questions on ABBV
• iShares Global Healthcare ETF (IXJ $94.11)
  • $94.11 P/E (TTM): 26.33X Cap: $3.64B
  • View IXJ Profile
  • View Questions on IXJ
• State Street Health Care Select Sector SPDR ETF (XLV $146.81)
  • $146.81 P/E (TTM): 23.97X Cap: $38.69B
  • View XLV Profile
  • View Questions on XLV
• iShares Biotechnology ETF (IBB $169.43)
  • $169.43 P/E (TTM): 20.63X Cap: $8.17B
  • View IBB Profile
  • View Questions on IBB
• iShares U.S. Medical Devices ETF (IHI $53.24)
  • $53.24 P/E (TTM): 29.95X Cap: $3.18B
  • View IHI Profile
  • View Questions on IHI
• Guardant Health Inc. (GH $93.83)
  • $93.83 Cap: $12.30B
  • View GH Profile
  • View Questions on GH

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

Upvote 0

Read Answer Asked by Sean on July 06, 2020

• Tesla Inc. (TSLA $360.59)
  • $360.59 P/E (TTM): 353.02X Cap: $1.35T
  • View TSLA Profile
  • View Questions on TSLA

Q: Wow! I did a search for questions for TSLA...not a single question?
So here goes...your thoughts on Tesla please.
Thanks.
T

Upvote 0

Read Answer Asked by Tracey on July 06, 2020

• Harmony Gold Mining Company Limited (HMY $16.10)
  • $16.10 P/E (TTM): 11.72X Cap: $9.10B
  • View HMY Profile
  • View Questions on HMY
• Gold Resource Corporation (GORO $1.25)
  • $1.25 Cap: $202M
  • 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!

Upvote 0

Read Answer Asked by Ernest on July 06, 2020

• Microsoft Corporation (MSFT $373.46)
  • $373.46 P/E (TTM): 23.1X Cap: $2.77T
  • View MSFT Profile
  • View Questions on MSFT
• iShares Russell 2000 Growth ETF (IWO $318.36)
  • $318.36 P/E (TTM): 22.36X Cap: $12.36B
  • View IWO Profile
  • View Questions on IWO

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

Upvote 0

Read Answer Asked by Ronald on July 06, 2020

• Lemonade Inc. (LMND $61.47)
  • $61.47 Cap: $4.69B
  • View LMND Profile
  • View Questions on LMND

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?

Upvote 0

Read Answer Asked by dan on July 06, 2020

• Veeva Systems Inc. Class A (VEEV $173.98)
  • $173.98 P/E (TTM): 33.67X Cap: $28.41B
  • View VEEV Profile
  • View Questions on VEEV

Q: I have some US dollars to deploy, what one US stock would you recommend today regardless of all other assets already held?

Upvote 0

Read Answer Asked by John on July 06, 2020

• Gen Digital Inc Com (NLOK)
  • P/E (TTM): 15.5X Cap: $14.41B
  • View NLOK Profile
  • View Questions on NLOK

Q: Your opinion please on nlok.

Upvote 0

Read Answer Asked by Irv on July 06, 2020

• B&G Foods Inc. (BGS $4.97)
  • $4.97 Cap: $397M
  • View BGS Profile
  • View Questions on BGS

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

Upvote 0

Read Answer Asked by David on July 06, 2020

• Ulta Beauty Inc. (ULTA $537.39)
  • $537.39 P/E (TTM): 20.93X Cap: $23.50B
  • View ULTA Profile
  • View Questions on ULTA

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

Upvote 0

Read Answer Asked by Dave on July 03, 2020

• Revolve Group Inc. Class A (RVLV $22.25)
  • $22.25 P/E (TTM): 26.12X Cap: $1.83B
  • 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?

Upvote 0

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

Upvote 0

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!

Upvote 0

Read Answer Asked by David on July 03, 2020