Investment Q&A

• Triton International Limited (TRTN)
  • View TRTN Profile
  • View Questions on TRTN

Q: Good day your thoughts on TRTN:US

Upvote 0

Read Answer Asked by George on November 04, 2019

• Arista Networks Inc. (ANET $125.28)
  • $125.28 P/E (TTM): 46.34X Cap: $162.47B
  • View ANET Profile
  • View Questions on ANET

Q: After the recent crash of this company how think the stock will preform, and why?

Thx.

Upvote 0

Read Answer Asked by Brent on November 04, 2019

• Apple Inc. (AAPL $263.22)
  • $263.22 P/E (TTM): 33.69X Cap: $3.88T
  • View AAPL Profile
  • View Questions on AAPL
• The Walt Disney Company (DIS $103.12)
  • $103.12 P/E (TTM): 15.38X Cap: $184.82B
  • View DIS Profile
  • View Questions on DIS

Q: Which ones does 5i like better for growth? How do they compare in terms of risk? Which one is better overall?
I ask because AAPL is hitting new all-time highs, whereas Disney has been drifting the past 6 months.

Upvote 0

Read Answer Asked by Mike on November 01, 2019

• Hanesbrands Inc. (HBI $6.47)
  • $6.47 P/E (TTM): 8.63X Cap: $2.28B
  • View HBI Profile
  • View Questions on HBI

Q: May I please get your thoughts on Hanesbrands (HBI) earnings and the market reaction today? Assuming it will be held in a registered account, how does it stack up compared to Gildan? Thank you.

Upvote 0

Read Answer Asked by Marco on November 01, 2019

• Edwards Lifesciences Corporation (EW $84.36)
  • $84.36 P/E (TTM): 35.53X Cap: $50.63B
  • View EW Profile
  • View Questions on EW

Q: Hi all
No questions have been asked about Edward's Life Science since mid 2018. What do you think about it now for a 3 to 5 year hold ? It has grown very well.
Much thanks

Upvote 0

Read Answer Asked by El-ann on November 01, 2019

• The Kraft Heinz Company (KHC $24.16)
  • $24.16 Cap: $29.01B
  • View KHC Profile
  • View Questions on KHC

Q: Please comments on KHC's latest earnings, is this company in the right path to turnaround? Would you start a position on it today? Thanks!

Upvote 0

Read Answer Asked by David on November 01, 2019

• Live Nation Entertainment Inc. (LYV $157.76)
  • $157.76 Cap: $37.99B
  • View LYV Profile
  • View Questions on LYV

Q: Thinking of taking a position in Live Nation as a 5-10 year hold and wanted to get your opinion of the company.
Thanks

Upvote 0

Read Answer Asked by Curtis on November 01, 2019

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR

Q: Can you comment on earnings? Would you initiate a position today ?

Thanks
Karim

Upvote 0

Read Answer Asked by Karim on November 01, 2019

• Dorchester Minerals L.P. (DMLP $26.83)
  • $26.83 P/E (TTM): 23.34X Cap: $1.23B
  • View DMLP Profile
  • View Questions on DMLP

Q: May I please get your thoughts on this company. Thank you.

Upvote 0

Read Answer Asked by Marco on November 01, 2019

• Builders FirstSource Inc. (BLDR $97.36)
  • $97.36 P/E (TTM): 20.43X Cap: $11.86B
  • View BLDR Profile
  • View Questions on BLDR

Q: Would you consider BLDR a good purchase at it current price.

Upvote 0

Read Answer Asked by David on November 01, 2019

• American Woodmark Corporation (AMWD $48.48)
  • $48.48 P/E (TTM): 12.81X Cap: $729M
  • View AMWD Profile
  • View Questions on AMWD

Q: Could you comment on AMWD, seems to be a good barometer into the US housing industry.

Upvote 0

Read Answer Asked by David on November 01, 2019

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

Q: Could I get your opinion on Alteryx results please?

Thanks

Upvote 0

Read Answer Asked by Joe on November 01, 2019

• CVS Health Corporation (CVS $80.12)
  • $80.12 P/E (TTM): 55.8X Cap: $103.88B
  • View CVS Profile
  • View Questions on CVS

Q: When responding to a recent question you said that CVS was a low growth /high risk investment. I own the shares , having purchased them not too long ago around $61 a share, and did not consider the company this way . Yes there is debt. However my thought is that the recent acquisition of Aetna made the company better with modest EPS improvements in 2021 and higher the following year. As the market recognizes that the company is better positioned with Aetna , my expectation is that shares will continue to trend higher over the next 12 to 18 months. Shares currently trade at a very low PE multiple. Can you please provide you rationale for your assessment

Upvote 0

Read Answer Asked by John on November 01, 2019

• Meta Platforms Inc. (META $653.12)
  • $653.12 P/E (TTM): 27.13X Cap: $1.65T
  • View META Profile
  • View Questions on META
• Twilio Inc. Class A (TWLO $123.28)
  • $123.28 P/E (TTM): 278.21X Cap: $18.75B
  • View TWLO Profile
  • View Questions on TWLO

Q: Could I have your thoughts on earnings for both Twilio and Facebook?

Upvote 0

Read Answer Asked by Michael on October 31, 2019

• Twilio Inc. Class A (TWLO $123.28)
  • $123.28 P/E (TTM): 278.21X Cap: $18.75B
  • View TWLO Profile
  • View Questions on TWLO

Q: Please comment on earnings. I hold the stock and am underwater now.

What would you do with it going forward? Hold or sell?

Thanks

Sheldon

Upvote 0

Read Answer Asked by Sheldon on October 31, 2019

• Xylem Inc. New (XYL $126.76)
  • $126.76 P/E (TTM): 32.8X Cap: $31.36B
  • View XYL Profile
  • View Questions on XYL

Q: what is your opinion on xyl. I understand it is being punched today due to poor earnings and guidance. Comments

Upvote 0

Read Answer Asked by Donna on October 31, 2019

• Synchrony Financial (SYF $68.55)
  • $68.55 P/E (TTM): 7.39X Cap: $25.30B
  • View SYF Profile
  • View Questions on SYF

Q: What is you opinion on this stock as an alternative to VISA or Mastercard.

Upvote 0

Read Answer Asked by RALPH on October 31, 2019

• Zymeworks Inc. (ZYME $23.95)
  • $23.95 Cap: $1.80B
  • View ZYME Profile
  • View Questions on ZYME

Q: Your thoughts on this company? Thanks

Upvote 0

Read Answer Asked by Charles on October 31, 2019

• Zoom Communications Inc. (ZM $73.84)
  • $73.84 P/E (TTM): 16.74X Cap: $21.42B
  • View ZM Profile
  • View Questions on ZM
• CrowdStrike Holdings Inc. (CRWD $385.72)
  • $385.72 Cap: $97.02B
  • View CRWD Profile
  • View Questions on CRWD

Q: With pullbacks on these two stocks, how do you feel about now as entry points?

Upvote 0

Read Answer Asked by Gregory on October 31, 2019

• Fitbit Inc. Class A (FIT $6.93)
  • View FIT Profile
  • View Questions on FIT
• Radcom Ltd. (RDCM $11.46)
  • $11.46 Cap: $185M
  • View RDCM Profile
  • View Questions on RDCM

Q: I been holding onto these stocks for awhile. Made money with GLUU, down right now with CHK, FIT and RDCM. Should I just sell and looking for other opportunites?
Can you recommend 6 stocks with dividend, growth potential and capital preservation?

Thanks,
Jane

Upvote 0

Read Answer Asked by Jane on October 31, 2019