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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Micron Technology Inc. (MU $118.61)
- $118.61 Fwd P/E: 29.72X Cap: $139.36B
- View MU Profile
- View Questions on MU
Baidu Inc. (BIDU $85.87)
- $85.87 Fwd P/E: 9.49X Cap: $29.88B
- View BIDU Profile
- View Questions on BIDU
Ambarella Inc. (AMBA $66.24)
- $66.24 Cap: $2.88B
- View AMBA Profile
- View Questions on AMBA
GLOBAL X FDS (FINX $34.30)
- $34.30 Fwd P/E: 51.56X Cap: $310M
- View FINX Profile
- View Questions on FINX
Sonos Inc. (SONO $10.70)
- $10.70 Cap: $1.26B
- View SONO Profile
- View Questions on SONO
VanEck Vectors Video Gaming and eSports ETF (ESPO $105.16)
- $105.16 Fwd P/E: 56.57X Cap: $370M
- View ESPO Profile
- View Questions on ESPO

Q: I am thinking of adding the following positions to my portfolio at about 2.5% each, would like your opinion on prospects for the following companies: bidi (Baidu); SONO; Mu (Micron); AMBA (Ambarella);; espo (VanEck e gaming etf); find (global fintech etf). These are all a play on the 5G rollout/stay at home revolution/play at home, your comments would be most welcome

Read Answer Asked by John on August 26, 2020

Ambarella Inc. (AMBA $66.24)
- $66.24 Cap: $2.88B
- View AMBA Profile
- View Questions on AMBA

Q: Hi 5i Team - Could you give me an update on the fundamentals of Ambarella. Also is it still buying back stock. Thanks.

Read Answer Asked by Rob on February 06, 2020

Baylin Technologies Inc. (BYL $0.27)
- $0.27 Cap: $40M
- View BYL Profile
- View Questions on BYL
Ambarella Inc. (AMBA $66.24)
- $66.24 Cap: $2.88B
- View AMBA Profile
- View Questions on AMBA
Axcelis Technologies Inc. (ACLS $71.46)
- $71.46 Fwd P/E: 13.71X Cap: $2.40B
- View ACLS Profile
- View Questions on ACLS

Q: Hi Gang
What would be your picks in small cap 5 G space that look they will be there for awhile

Thanks Mike B

Read Answer Asked by Mike on January 20, 2020

Cardinal Health Inc. (CAH $161.69)
- $161.69 Fwd P/E: 25.15X Cap: $38.41B
- View CAH Profile
- View Questions on CAH
Dave & Buster's Entertainment Inc. (PLAY $32.06)
- $32.06 Fwd P/E: 29.61X Cap: $1.11B
- View PLAY Profile
- View Questions on PLAY
Ambarella Inc. (AMBA $66.24)
- $66.24 Cap: $2.88B
- View AMBA Profile
- View Questions on AMBA

Q: Could you provide some comments on CAH, PLAY, and AMBA?

Thanks

Read Answer Asked by Adam on July 28, 2017

Ambarella Inc. (AMBA $66.24)
- $66.24 Cap: $2.88B
- View AMBA Profile
- View Questions on AMBA

Q: Hi Peter & Team,

Can I have your thoughts on Ambarella Inc? I recently read an article that suggested it's a good alternative to a Snap investment. It looks to be profitable at currently levels and trading at a much more reasonable multiple.

Thanks,
Jordan

Read Answer Asked by Jordan on March 07, 2017

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