Investment Q&A

Q: just to follow up on my paysign question. would you buy paysign ahead of square.
just a comment, there have been a number of mergers in the payment space with i think another one tomorrow.
also i wonder why no one has stepped up and bought square, big u.s bank etc.
dave

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Read Answer Asked by david on May 27, 2019

• Intrexon Corporation (XON)
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Q: There has been a humungous amount of insider buying from the CEO recently. Do you see anything to this? Your opinion of XON please.

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Read Answer Asked by Ford on May 27, 2019

• Ross Stores Inc. (ROST $156.31)
  • $156.31 P/E (TTM): 24.81X Cap: $50.83B
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• Waste Connections Inc. (WCN $242.01)
  • $242.01 P/E (TTM): 69.63X Cap: $62.30B
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Q: I am trying to hunt down highly defensive, high performing companies that do well if a recession hits. Two that I am considering are Ross Stores and Waste Connections. Which do you prefer for it's upside potential in the long run? Which do you prefer for in a large market correction?

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Read Answer Asked by Liam on May 27, 2019

• Redfin Corporation (RDFN)
  • Cap: $1.43B
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Q: I understand this is a US company but I'm curious if you have any thoughts on it or what you think the biggest red flags are. I like the space they're disrupting and looking at the runway that's in front of this company, valuation seems good compared to many other pre earnings growth companies.

Thanks for your thoughts.

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Read Answer Asked by Dennis on May 27, 2019

• Applied Materials Inc. (AMAT $224.99)
  • $224.99 P/E (TTM): 26.82X Cap: $179.23B
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• Micron Technology Inc. (MU $202.38)
  • $202.38 P/E (TTM): 26.66X Cap: $227.16B
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• Cognex Corporation (CGNX $46.04)
  • $46.04 P/E (TTM): 63.94X Cap: $7.73B
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Q: Which one of these 3 technology companies would you pick (for a 3-5 year hold) and why

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Read Answer Asked by Sandy on May 27, 2019

• Wells Fargo & Company (WFC $83.28)
  • $83.28 P/E (TTM): 14.28X Cap: $266.78B
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Q: hi ryan, peter...What do you think of wells fargo.. Do you think it could turnaround.. When is the new CEO going to be appointed.. . yhanx in advance, Cliff

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Read Answer Asked by cliff on May 27, 2019

Q: why do you like paysign and would you buy it at this price, dave

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Read Answer Asked by david on May 27, 2019

• Marvell Technology Inc. (MRVL $87.95)
  • $87.95 Cap: $75.82B
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Q: I was wondering if I could have your opinion with regards to Marvel and its position in the 5G space.

Thanks
Dave.

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Read Answer Asked by David on May 24, 2019

• Medtronic plc. (MDT $95.78)
  • $95.78 P/E (TTM): 26.46X Cap: $122.85B
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Q: can you recommend any medical companies that you see for the next 5-10 years:
a. show potential good growth.
b. steady with dividends

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Read Answer Asked by Harold on May 24, 2019

• Toro Company (The) (TTC $74.14)
  • $74.14 P/E (TTM): 22.47X Cap: $7.25B
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Q: Can you give me your future outlook on this company. I looked at one of the metrics which is ROE for the past 10 yrs and looks very good. Will this be greatly affected if there is a slowdown on housing?

Appreciate your comments.

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Read Answer Asked by sunday on May 24, 2019

• Medtronic plc. (MDT $95.78)
  • $95.78 P/E (TTM): 26.46X Cap: $122.85B
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• Verizon Communications Inc. (VZ $40.55)
  • $40.55 P/E (TTM): 9.45X Cap: $170.97B
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Q: Good morning,
Can you please comment on the effects if any of the Huawei ban and its effect on Verizon, and would you purchase here? Also, see MDT is up today on no apparent news - would you still purchase at these levels?
Please feel free to deduct 2 credits for 2 questions,
Thank you.

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Read Answer Asked by Brad on May 24, 2019

• Enviva Inc. (EVA)
  • Cap: $31M
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Q: Your opinion about this stock is appreciated.
ebrahim

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Read Answer Asked by ebrahim on May 24, 2019

• Universal Display Corporation (OLED $149.00)
  • $149.00 P/E (TTM): 29.1X Cap: $7.08B
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Q: Do you folks have any info to explain the big drop in SP of OLED today? Buy?

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Read Answer Asked by Bob on May 23, 2019

• Amazon.com Inc. (AMZN $213.04)
  • $213.04 P/E (TTM): 32.48X Cap: $2.27T
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: What would be your top 3 picks as of today to invest in for a 5 year timeframe. Assuming a diversified portfolio already exists.

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Read Answer Asked by Gigi on May 23, 2019

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.81)
  • $45.81 P/E (TTM): 5.86X Cap: $3.11B
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Q: According to my portfolio analytics, I am woefully short on foreign content. Please give me 3 or 4 ETF names that you consider would best fill this need.
I would also like the names of 3 U.S. Stocks you consider top picks (non tech).
Thanks once again for keeping me on track.
Audrey

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Read Answer Asked by audrey on May 23, 2019

• Alphabet Inc. (GOOG $253.79)
  • $253.79 P/E (TTM): 27.06X Cap: $3.06T
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Q: Any concerns with the recent news on GOOG?

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Read Answer Asked by Cheryl on May 23, 2019

• Atlassian Corporation (TEAM $151.95)
  • $151.95 Cap: $39.86B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: i own both, if team owns a piece of slack and with slack going public in next 3 weeks and in all probability will open much higher, why do you seem to prefer ayx over team.dave

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Read Answer Asked by david on May 23, 2019

• Zoetis Inc. Class A (ZTS $144.06)
  • $144.06 P/E (TTM): 24.8X Cap: $63.84B
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Q: Is there an ETF that focusses on, or includes animal health stocks? What would animal health stock do you think has the best potential? Zoetis?

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Read Answer Asked by V on May 23, 2019

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Hi 5i team
I currently have AAPL, CSU, GOOG, SHOP and KXS in my technology sector holdings. I'm thinking of adding one more, and am considering either TEAM or AYX. Given the tech stocks I already own, which of TEAM or AYX would you consider the best one to add?

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Read Answer Asked by Lois on May 23, 2019

• Home Depot Inc. (The) (HD $391.90)
  • $391.90 P/E (TTM): 26.64X Cap: $390.09B
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• Lowe's Companies Inc. (LOW $244.70)
  • $244.70 P/E (TTM): 20.07X Cap: $137.23B
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Q: Hi Peter, buying tomorrow. Home Depot or lows? Which is a better co? 2-3 years target. Is divided safe in both co? Thanks. Alnoor

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Read Answer Asked by Alnoor on May 23, 2019