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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.

Q: I see that you and many analysts use forward PE instead of trailing when valuing a company. I understand that trailing PE is the recent past earnings, and forward PE is obviously the projected future earnings. But wouldn't it make more sense to use the trailing since its recent actual earnings, when the forward earnings are at best a projection or estimate, which is often quite wrong? Just curious why the industry standard seems to be the more inaccurate of the two. Probably because markets are forward looking, but I'd love to hear your thoughts. Thx
Read Answer Asked by Adam on October 09, 2024
Q: I recently read an interview with Jensen Huang from back in 2017 where he went on record stating that AI will eat the software industry. It's a bold statement, but it appears many are expecting this thesis to play out. So my question is 2 fold.... do you see the larger upside within Tech on the chips side (picks and shovels) vs software going forward? And, is the acquisition and vertical software integration model with CSU the safer play within the software industry and more immune to declining margins like we recently saw with large enterprise software companies like CRM. Thank you!
Read Answer Asked by Nick on June 14, 2024
Q: I have assembled a few names from the US exchanges that have had a tough few months and are likely experiencing some year end portfolio adjustments, ie, Tax Loss Selling. From the names I have here, can you identify two that you feel will have a better 2022, also curious if you might have an additional name for consideration. Thanks very much, happy holidays to you folks as well as all our 5i members
Read Answer Asked by jeff on December 17, 2021
Q: Chegg saw a big drop yesterday with their news of a slowdown in the education industry. Do you see future growth for this company? Would you buy on this dip? Or are there better opportunities out there?

By the way, I'm new to your service but reading the Q&A has become an essential part of my daily morning routine - thank you for the excellent insights!

Doris
Read Answer Asked by Doris on November 03, 2021
Q: Peter and Ryan: Firstly let me congratulate you both on the launch of i2i and I look forward to your information rollout in the near future.
While I wait maybe you can give me some direction on two US stock that are dragging down my foreign portfolio. Both EBS and CHGG have preformed poorly this past month, should I cut my losses and redeploy elsewhere or hang in and wait?. I am open to new ideas and have a high risk tolerance.
Read Answer Asked by John on December 02, 2020
Q: News from the US today on UNC going to strictly online learning has to be the first of many such stories. I know CHEGG is a prominent US name that could benefit from schools scrambling to move online but I would like to ask if you can provide some names of companies that will benefit if either elementary, secondary or post secondary schools are hastily shut down? I listed a few that might do well on the headlines and would like your thoughts on each but also would like to know who will be fuelling the transition if it happens (cloud, security etc). To put it another way, who else stands to benefit if "back to school" is quickly reversed. Deduct as you see to be fair please.
Read Answer Asked by Tim on August 19, 2020
Q: I just listened to a Podcast from Business Casual about online education. This discussion resonated with me in looking into the future and changes that Covid has forced to our brick and mortar Universities to adjust to. What are other companies & ETF's in this space. My understanding is that it is a $700B/yr business and companies together have in excess of $100B market cap.
Read Answer Asked by Richard on August 11, 2020
Q: Hi, I see online education as a growing theme for the future. I was wondering if there are any growing companies in this sector you could suggest other than GOOG and MSFT..I was looking at a company call D2L but seems it is not listed.

On another topic, what are your thoughts about the upcoming IPO of Palantir..it seems to be nice investment opportunity. With a great leader, I read a book by Peter Thiel ..he seems to be a of a very high caliber. I have great respect for him.

Cheers,

Shyam
Read Answer Asked by Shyam on June 16, 2020
Q: I would appreciate 10 US and/or Canadian small cap growth stocks to invest in for the next two to five years.
Clayton
Read Answer Asked by Clayton on June 09, 2020
Q: Hi 5i team,
I follow a number of the stay-at-home stocks but question their valuations and wonder about their staying power. One that has been on my watchlist for awhile is CHGG. The stock price jumped recently after a very strong earnings report, so I may have missed the run. It is gathering analyst support for its on-line education platform for courses, tutoring and reference material for high school and college students. With a number of universities in Canada and the U.S. keeping campuses closed at least until the January semester, does CHGG have some staying power for its on-line educational services? What are your thoughts on CHGG?
Thanks again for the insight.
Dave
Read Answer Asked by Dave on May 15, 2020
Q: Hi Peter,

I'd like your opinion of these US stocks based on the data available to you.

Could you name three other high-growth US stocks that pique your interest at current levels?
Read Answer Asked by David on February 19, 2019
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