Investment Q&A

• International Business Machines Corporation (IBM $241.67)
  • $241.67 P/E (TTM): 22.28X Cap: $226.43B
  • View IBM Profile
  • View Questions on IBM
• CGI Inc. (GIB $72.78)
  • $72.78 P/E (TTM): 13.61X Cap: $15.61B
  • View GIB Profile
  • View Questions on GIB

Q: I hold IBM for many years but it doesn't perform well, would you like the idea to trim IBM and purchase CGI in the current market. Thank you for your service.

Upvote 0

Read Answer Asked by David on May 08, 2020

• Apple Inc. (AAPL $252.89)
  • $252.89 P/E (TTM): 31.83X Cap: $3.70T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $207.54)
  • $207.54 P/E (TTM): 29.31X Cap: $2.27T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $280.74)
  • $280.74 P/E (TTM): 27.66X Cap: $3.51T
  • View GOOG Profile
  • View Questions on GOOG
• Intuitive Surgical Inc. (ISRG $468.55)
  • $468.55 P/E (TTM): 60.74X Cap: $166.90B
  • View ISRG Profile
  • View Questions on ISRG
• Microsoft Corporation (MSFT $365.97)
  • $365.97 P/E (TTM): 23.95X Cap: $2.75T
  • View MSFT Profile
  • View Questions on MSFT
• Salesforce Inc. (CRM $185.64)
  • $185.64 P/E (TTM): 25.02X Cap: $167.94B
  • View CRM Profile
  • View Questions on CRM
• Honeywell International Inc. (HON $225.17)
  • $225.17 P/E (TTM): 30.3X Cap: $143.52B
  • View HON Profile
  • View Questions on HON

Q: I have these equities in my US Margin Account. I would like to raise some additional cash ... just in case. Which of above would you trim first. Are there any which should be sold for a tax loss if possible such as CRM and ISRG, where I am slightly negativ.
Thanks for your answer
Albert

Upvote 0

Read Answer Asked by ALBERT on May 08, 2020

• StoneCo Ltd. (STNE $14.00)
  • $14.00 Cap: $3.89B
  • View STNE Profile
  • View Questions on STNE

Q: Your thoughts on this company and the move to digital payments with paypals beat and trend, and maybe the effects on visa and master card.

Upvote 0

Read Answer Asked by dennis on May 08, 2020

• Constellation Software Inc. (CSU $2,386.76)
  • $2,386.76 P/E (TTM): 77.07X Cap: $51B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Roku Inc. (ROKU $89.03)
  • $89.03 P/E (TTM): 174.66X Cap: $14.01B
  • View ROKU Profile
  • View Questions on ROKU

Q: Comments please on the latest earnings of Constellation and Roku.
Thank you

Upvote 0

Read Answer Asked by Marty on May 08, 2020

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ

Q: Could you please comment on their results and outlook?

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on May 07, 2020

• PayPal Holdings Inc. (PYPL $45.20)
  • $45.20 P/E (TTM): 8.41X Cap: $41.29B
  • View PYPL Profile
  • View Questions on PYPL

Q: IN FEB. 2020 I SOLD VISA , THINKING I WOULD BUY PAYPAL BUT I NEVER DID. IS IT TOO LATE TO BUY PAYPAL NOW? HERBERT

Upvote 0

Read Answer Asked by Herbert on May 07, 2020

• DexCom Inc. (DXCM $66.09)
  • $66.09 P/E (TTM): 31.55X Cap: $25.72B
  • View DXCM Profile
  • View Questions on DXCM

Q: Hi, I know you don't follow this company but can you provide your thoughts on how expensive its, growth outlook, debt level and general thoughts you might have on if it is attractive?
Thank you

Upvote 0

Read Answer Asked by Max on May 07, 2020

• Air Transport Services Group Inc (ATSG)
  • P/E (TTM): 56.2X Cap: $1.48B
  • View ATSG Profile
  • View Questions on ATSG

Q: I am looking to add some Industrials to my US holdings and wondered if Air Transport Services Group might be a likely candidate. Does it have the same ability to move as Cargojet (no pun intended!) and be a viable addition for some time to come? Is there "balance sheet strength" to this one?

Upvote 0

Read Answer Asked by Sylvia on May 07, 2020

• BMO MSCI USA High Quality Index ETF (ZUQ $93.74)
  • $93.74 P/E (TTM): 29.0X Cap: $1.11B
  • View ZUQ Profile
  • View Questions on ZUQ
• BMO S&P 500 Index ETF (ZSP $98.42)
  • $98.42 P/E (TTM): 25.8X Cap: $20.58B
  • View ZSP Profile
  • View Questions on ZSP

Q: Hi Peter & 5i, Hope you are keeping safe. Is there any overlap with ZSP & ZUQ, is it okay to have both in a portfolio. Also what do you think of OGIG in a portfolio for the Tech sector. It has 65% in the USA, 20% in Hong Kong. Thanks for the great work.
Ivan

Upvote 0

Read Answer Asked by Ivan on May 07, 2020

• C.H. Robinson Worldwide Inc. (CHRW $167.66)
  • $167.66 P/E (TTM): 34.54X Cap: $20B
  • View CHRW Profile
  • View Questions on CHRW

Q: Thoughts on this US Logistics company. Retiree looking for a bit of growth and a dividend?

Cheers

Upvote 0

Read Answer Asked by kelly on May 07, 2020

• Fluor Corporation (FLR $46.38)
  • $46.38 Cap: $6.88B
  • View FLR Profile
  • View Questions on FLR

Q: Hello,

it has been a year since you last commented on Fluor. At the time, it was trading around $30 and had a healthy dividend yield but going through a transition that dropped its share price. Much more has changed recently, including suspension of the dividend May 1. It's now trading under $10.

I'd appreciate hearing your thoughts on it now as a possible recovery play.

Appreciate your insights as always.

Upvote 0

Read Answer Asked by Marc on May 07, 2020

• Medgold Resources Corp. (MED $0.01)
  • View MED Profile
  • View Questions on MED

Q: What is your opinion on this company? I bought a small position at $85. Earnings just came out, and the stock is soaring. Good long term hold?

Upvote 0

Read Answer Asked by Ed on May 07, 2020

• SolarEdge Technologies Inc. (SEDG $50.27)
  • $50.27 Cap: $3.09B
  • View SEDG Profile
  • View Questions on SEDG

Q: Morning guys:
Please comment on recent quarter.
Thx
Mark

Upvote 0

Read Answer Asked by Mark on May 07, 2020

• DHT Holdings Inc. (DHT $17.82)
  • $17.82 Cap: $2.86B
  • View DHT Profile
  • View Questions on DHT

Q: DHT earnings metrics were up massively, and they increased the dividend for a forward yield of 20%. Rates for their ships for this quarter are almost double the Q just reported. Is this not a pretty solid buy at this point?

Upvote 0

Read Answer Asked by Rick on May 07, 2020

• Pluralsight Inc. (PS $22.45)
  • $22.45 Cap: $6.66B
  • View PS Profile
  • View Questions on PS

Q: Could you please give your opinion of this company and whether or not you feel it would be a good growth buy at this price.
Many thanks as always

Upvote 0

Read Answer Asked by Alexandra on May 07, 2020

• Alteryx Inc. Class A (AYX)
  • View AYX Profile
  • View Questions on AYX

Q: Hi Guys,
The after market doesn't like the 1Q numbers for AYX. What are your thoughts? I have a full position. Would you recommend hold or sell some or all?
Thanks,
Dennis

Upvote 0

Read Answer Asked by Dennis on May 07, 2020

• BILL Holdings Inc. (BILL $38.15)
  • $38.15 P/E (TTM): 269.93X Cap: $3.80B
  • View BILL Profile
  • View Questions on BILL

Q: Hello 5i
Could I have your analysis of Bill.com please?
In January you said you needed to see execution to justify the lofty valuation. They reported Feb 6.
Thanks
Dave

Upvote 0

Read Answer Asked by Dave on May 07, 2020

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X
  • View ATVI Profile
  • View Questions on ATVI
• Microsoft Corporation (MSFT $365.97)
  • $365.97 P/E (TTM): 23.95X Cap: $2.75T
  • View MSFT Profile
  • View Questions on MSFT
• Thermo Fisher Scientific Inc (TMO $488.85)
  • $488.85 P/E (TTM): 26.95X Cap: $182.31B
  • View TMO Profile
  • View Questions on TMO

Q: I currently own both these 2 stocks for a 4% weight and have done well so far. I was wondering if I should sell 1 % of each and then buy MFST for a 2% weight. What do you think the comfortable weight of these 2 stocks should be? What % would you hold in a portfolio if 5i had a US portfolio? Do you feel that there is a better US stock than MFST for purchase at this time for a retired person?
Thanks

Upvote 0

Read Answer Asked on May 07, 2020

• Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC $124.19)
  • $124.19 P/E (TTM): 25.28X Cap: $13.90B
  • View GSLC Profile
  • View Questions on GSLC

Q: This large cap active managed ETF has a very low MER, and has help up well. What's your take?

John

Upvote 0

Read Answer Asked by John on May 06, 2020

• Roku Inc. (ROKU $89.03)
  • $89.03 P/E (TTM): 174.66X Cap: $14.01B
  • View ROKU Profile
  • View Questions on ROKU

Q: What sustainable advantages does ROKU have vis a vis its competitors and which 2 or 3 companies are its top competitors?

Upvote 0

Read Answer Asked by JAMES on May 06, 2020