Investment Q&A

• InMode Ltd. (INMD $14.45)
  • $14.45 Cap: $1B
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Q: any idea why stock is down on big volume?

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Read Answer Asked by hal on November 21, 2019

• Paysign Inc. (PAYS $5.07)
  • $5.07 P/E (TTM): 43.54X Cap: $276M
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Q: Re question Irshad asked.
PAYS was subject to a Short report by Aurelius.

Do you buy their premise on the company, that its basically a 'promotion'?

And as he suggested, based on this, would you hold or sell. Stock is down 50% from its highs in August.

Thanks

Sheldon

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Read Answer Asked by Sheldon on November 21, 2019

• Ebix Inc. (EBIX)
  • P/E (TTM): 7.25X Cap: $35M
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Q: Could you please comment on their latest results and outlook?
Would you buy it today?

Thanks,
Milan

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Read Answer Asked by Milan on November 21, 2019

• AMTD IDEA Group American Depositary Shares each representing six (6) Class A (AMTD $0.98)
  • $0.98 P/E (TTM): 1.43X Cap: $90M
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Q: Would this be an opportune time to sell a position in a registered account or should I hold on in hopes of another bidder? I am ok with owning Schwab shares, but it looks like fair value for the bid is $48 and AMTD is trading higher in pre-market. Thanks.

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Read Answer Asked by Marco on November 21, 2019

Q: Hello 5i , could I have your comments on Kodiak Sciences.
Its momentum is amazing. Any red flags?
Thanks
Dave

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Read Answer Asked by Dave on November 21, 2019

• Adobe Inc. (ADBE $326.95)
  • $326.95 P/E (TTM): 21.52X Cap: $137.02B
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• Amazon.com Inc. (AMZN $244.41)
  • $244.41 P/E (TTM): 35.34X Cap: $2.59T
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• NVIDIA Corporation (NVDA $188.15)
  • $188.15 P/E (TTM): 55.62X Cap: $4.57T
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• Salesforce Inc. (CRM $239.88)
  • $239.88 P/E (TTM): 36.73X Cap: $227.78B
  • View CRM Profile
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• Constellation Software Inc. (CSU $3,385.76)
  • $3,385.76 P/E (TTM): 87.05X Cap: $71.90B
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• Kinaxis Inc. (KXS $177.95)
  • $177.95 P/E (TTM): 139.45X Cap: $5.09B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.22)
  • $214.22 P/E (TTM): 92.45X Cap: $286.71B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Atlassian Corporation (TEAM $157.83)
  • $157.83 Cap: $41.07B
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• Twilio Inc. Class A (TWLO $127.68)
  • $127.68 P/E (TTM): 336.95X Cap: $19.32B
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• The Trade Desk Inc. (TTD $43.00)
  • $43.00 P/E (TTM): 57.47X Cap: $21.02B
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• Paycom Software Inc. (PAYC $162.15)
  • $162.15 P/E (TTM): 24.79X Cap: $9.49B
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• Rapid7 Inc. (RPD $14.20)
  • $14.20 P/E (TTM): 33.93X Cap: $929M
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $18.37)
  • $18.37 Cap: $2.52B
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Q: Hello 5i
I own all of the companies noted. I'm wondering if there is excessive overlap here and if I should sell one or more in an effort to reduce overall holdings?
Thanks
Dave

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Read Answer Asked by Dave on November 21, 2019

• Amazon.com Inc. (AMZN $244.41)
  • $244.41 P/E (TTM): 35.34X Cap: $2.59T
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• NVIDIA Corporation (NVDA $188.15)
  • $188.15 P/E (TTM): 55.62X Cap: $4.57T
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• Salesforce Inc. (CRM $239.88)
  • $239.88 P/E (TTM): 36.73X Cap: $227.78B
  • View CRM Profile
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Q: Can you please name a US company best positioned to provide AI, preferably one with a dividend, even a modest one.

Thanks

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Read Answer Asked by Joanne on November 20, 2019

• Kinaxis Inc. (KXS $177.95)
  • $177.95 P/E (TTM): 139.45X Cap: $5.09B
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• Boralex Inc. Class A Shares (BLX $28.63)
  • $28.63 Cap: $2.88B
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• Axon Enterprise Inc. (AAXN)
  • P/E (TTM): -258.0X Cap: $11.09B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Digital Turbine Inc. (APPS $5.99)
  • $5.99 Cap: $702M
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Q: Hi 5i Team - Could you provide the names of 5 or 6 companies which you think have potential for good growth but are still in relatively early stages of development and are still pretty much unknown to the investment world. I am looking for companies with manageable levels of debt or no debt at all. Sector and market cap are not a factor. Thank you.

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Read Answer Asked by Rob on November 20, 2019

• Amarin Corporation plc (AMRN $15.71)
  • $15.71 Cap: $325M
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Q: Hi 5i Team,

Today analyst at Oppenheimer issues a report which commented a very bearish take on Amarin
Corp stock , arguing it will fall to 7.00 within 18 months due to higher cost in sale. This resulted a 15% drop at time of writing.

I am holding this stock for a few months , should I hold , sell or buy more?

What is your take? Are you still positive on this stock?

Thank you for your professional advice and assistance as always.







arguing

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Read Answer Asked by Pui on November 20, 2019

• Netflix Inc. (NFLX $1,103.66)
  • $1,103.66 P/E (TTM): 45.88X Cap: $466.15B
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• The Walt Disney Company (DIS $110.74)
  • $110.74 P/E (TTM): 17.43X Cap: $198.65B
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Q: Hi Peter and Staff

Which sectors would they be in if on TSX?

Thanks for all you do
Dennis

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Read Answer Asked by Dennis on November 20, 2019

• Costco Wholesale Corporation (COST $922.74)
  • $922.74 P/E (TTM): 67.12X Cap: $409.31B
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• Alphabet Inc. (GOOG $279.70)
  • $279.70 P/E (TTM): 28.11X Cap: $3.43T
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Q: I have some USD funds to invest. I would appreciate your best suggestions for 3-4 medium or large companies to keep for a long time (with or without dividends, sector not important).

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Read Answer Asked by jacques on November 20, 2019

• Boston Omaha Corporation Class A (BOMN)
  • P/E (TTM): 8.0X Cap: $763M
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• Seritage Growth Properties Class A (SRG $4.03)
  • $4.03 Cap: $226M
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• PagerDuty Inc. (PD $15.49)
  • $15.49 Cap: $1.44B
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Q: Thoughts on PD:US, BOMN, NEWR, SRG:US and CWEB?

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Read Answer Asked by Colin I on November 20, 2019

• Apple Inc. (AAPL $268.47)
  • $268.47 P/E (TTM): 36.11X Cap: $3.98T
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• Amazon.com Inc. (AMZN $244.41)
  • $244.41 P/E (TTM): 35.34X Cap: $2.59T
  • View AMZN Profile
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• Discovery Inc. (DISCK)
  • Cap: $59.52B
  • View DISCK Profile
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• Netflix Inc. (NFLX $1,103.66)
  • $1,103.66 P/E (TTM): 45.88X Cap: $466.15B
  • View NFLX Profile
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• The Walt Disney Company (DIS $110.74)
  • $110.74 P/E (TTM): 17.43X Cap: $198.65B
  • View DIS Profile
  • View Questions on DIS

Q: A first question on this Discovery, which has a fairly stale chart over five years. However, they have some significantly subscribed to channels including Discovery, Animal Planet, TLC and HGTV. With Apple, Amazon, Netflix and Disney vying for space and content, how would you rate DISCK as a takeover target? With a $15B market cap, I know APPL and AMZN could afford it, what about the others?

Thanks.

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Read Answer Asked by Cameron on November 20, 2019

• Medtronic plc. (MDT $92.20)
  • $92.20 P/E (TTM): 24.97X Cap: $115.51B
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Q: mdt reported today your thoughts please Gary

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Read Answer Asked by gary on November 20, 2019

• AT&T Inc. (T $24.83)
  • $24.83 P/E (TTM): 7.97X Cap: $175.39B
  • View T Profile
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Q: A T and T shares dropped 4% today on a downgrade to sell . What would be your recommendation on this stock . I like their dividend.
Thanks for your input

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Read Answer Asked by Jane on November 20, 2019

• Paysign Inc. (PAYS $5.07)
  • $5.07 P/E (TTM): 43.54X Cap: $276M
  • View PAYS Profile
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Q: Why the sell off today. Would you add more, hold or sell?

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Read Answer Asked by Irshad on November 20, 2019

• Home Depot Inc. (The) (HD $371.11)
  • $371.11 P/E (TTM): 25.41X Cap: $367.36B
  • View HD Profile
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Q: Dear sirs,

Would you purchase HD after the earnings miss and revised outlook ?

Thank you

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Read Answer Asked by Brad on November 19, 2019

• Western Asset Mortgage Capital Corporation (WMC)
  • Cap: $55M
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Q: So a little birdie told me this mortgage fund has paid and continues to pay a 12% dividend "steadily going back many years now." Could the 5i team take a look at this and tell me about this investment, what it holds, how it consistently delivers, the risks involved and whether the tooth fairy really does exist - respectfully - Ken

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Read Answer Asked by Ken on November 19, 2019

• Digi International Inc. (DGII $35.40)
  • $35.40 P/E (TTM): 31.82X Cap: $1.34B
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Q: What are your thoughts on this company?

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Read Answer Asked by LUIGI on November 19, 2019

• United Airlines Holdings Inc. (UAL $97.43)
  • $97.43 P/E (TTM): 9.67X Cap: $30.98B
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Q: United Airlines according to my calculations is up 13 fold over the last 10 years and has PE of 8 times which seems to good to be true. Is this a good buy at this time especially when the market is moving towards lower multiple value stocks or am I missing something. Please advise. Thanks

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Read Answer Asked by Ian on November 19, 2019