Investment Q&A

• Livent Corporation (LTHM)
  • P/E (TTM): 3.41X Cap: $2.96B
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Q: Looking for an updated view of LTHM.

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Read Answer Asked by Jim on May 09, 2023

• AbbVie Inc. (ABBV $231.80)
  • $231.80 P/E (TTM): 113.05X Cap: $405.63B
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• NextEra Energy Inc. (NEE $84.83)
  • $84.83 P/E (TTM): 26.59X Cap: $176.66B
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• Pfizer Inc. (PFE $25.72)
  • $25.72 P/E (TTM): 13.32X Cap: $143.39B
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• Williams Companies Inc. (The) (WMB $59.37)
  • $59.37 P/E (TTM): 30.11X Cap: $72.57B
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• National Grid Transco PLC PLC (NEW) American Depositary Shares (NGG $74.07)
  • $74.07 P/E (TTM): 18.66X Cap: $72.50B
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Q: Is NGG currently good value? Can you recommend other similar quality dividend paying alternatives?

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Read Answer Asked by David on May 09, 2023

• Progressive Corporation (The) (PGR $226.41)
  • $226.41 P/E (TTM): 12.45X Cap: $131.98B
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Q: I have a position in PGR. Stock has not well after it reported. Long term
it had performed well. Should I add to my position for long term.
Thank You

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Read Answer Asked by Al on May 09, 2023

• Perion Network Ltd (PERI $9.86)
  • $9.86 Cap: $419M
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Q: Hi Peter and team,

Can I get your thoughts on the latest results from PERI? Does the long term outlook continue to look bright as a long term investment?

Thanks for great service,
Angelo

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Read Answer Asked by Angelo on May 09, 2023

• PNC Financial Services Group Inc. (The) (PNC $192.59)
  • $192.59 P/E (TTM): 12.09X Cap: $73.92B
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Q: Hello 5i
Could please tell me the pros and cons of starting a position in PNC Financial today?
Obviously the sector is in a bit of turmoil currently but is this an opportunity also?
Thank you
Dave

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Read Answer Asked by Dave on May 09, 2023

• Danaher Corporation (DHR $230.77)
  • $230.77 P/E (TTM): 46.79X Cap: $162.52B
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Q: I’ve held Danaher for the past 3 years and done very well. Recently missed on last quarter. Any concerns here as a long term hold or is it time to move on. If so which company would you suggest as replacement in similar space. Thanks. Chris

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Read Answer Asked by christopher on May 09, 2023

• Emergent BioSolutions Inc. (EBS $10.95)
  • $10.95 P/E (TTM): 7.73X Cap: $519M
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Q: Looking for an updated view. The large short position is either very positive or very negative.

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Read Answer Asked by Jim on May 09, 2023

• BMO Covered Call US Banks ETF (ZWK $26.05)
  • $26.05 P/E (TTM): 12.57X Cap: $318M
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Q: Hi do you like this as a contrarian play? The yield looks strong with good 2-3 year appreciation is share price. Is this strong opportunity to buy at a discount. Jamie Dimon claims the worst of the banking scare is behind us now. Would you agree?

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Read Answer Asked by Chris on May 08, 2023

• AbCellera Biologics Inc. (ABCL $3.62)
  • $3.62 Cap: $1.05B
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Q: Can you me give your read on this company. It has had quite a fall and, if I am not mistaken, it initial IPO. Analysts are forecasting quite lofty price targets, however the earning forecast don't seem to be there. I do have a very small hold and I trying to decide if this would be a rare occasion where the 5i team would endorse an "average down" purchase.
Much appreciate.

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Read Answer Asked by Francisco on May 08, 2023

• First Horizon Corporation (FHN $22.38)
  • $22.38 P/E (TTM): 13.11X Cap: $10.66B
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Q: First Horizon is down significantly after TD called off the deal. I’m just looking for your opinion on this company as an investment now? It looks like a great buy now with limited if downside. They are profitable and have a history of increasing dividends. Thanks.

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Read Answer Asked by Anthony on May 08, 2023

• Estee Lauder Companies Inc. (The) (EL $91.94)
  • $91.94 Cap: $33.65B
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Q: EL is getting whacked on it’s missed earnings today, what are your thoughts - wait a few days and buy/add or stay away?

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Read Answer Asked by Dan on May 08, 2023

• QUALCOMM Incorporated (QCOM $163.30)
  • $163.30 P/E (TTM): 32.59X Cap: $174.89B
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• Bank of America Corporation (BAC $52.48)
  • $52.48 P/E (TTM): 14.09X Cap: $379.21B
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• BlackRock Inc. (BLK $1,029.77)
  • $1,029.77 P/E (TTM): 26.09X Cap: $158.17B
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• Lowe's Companies Inc. (LOW $238.10)
  • $238.10 P/E (TTM): 19.22X Cap: $133.53B
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• PepsiCo Inc. (PEP $146.11)
  • $146.11 P/E (TTM): 27.82X Cap: $199.78B
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• Philip Morris International Inc (PM $157.41)
  • $157.41 P/E (TTM): 28.07X Cap: $235.14B
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• Restaurant Brands International Inc. (QSR $72.03)
  • $72.03 P/E (TTM): 25.18X Cap: $31.80B
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• Thomson Reuters Corp (TRI $133.72)
  • $133.72 P/E (TTM): 34.94X Cap: $58.92B
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• Brookfield Corporation Class A Limited (BN $46.04)
  • $46.04 P/E (TTM): 89.9X Cap: $101.28B
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Q: I've been looking for an addition to the US side of my tfsa, sort of looking at the following (bn tri qlcm blk bac) but would appreciate any other suggestions, looking for growth with dividends, if possible, buy and hold investor and can take volatility.

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Read Answer Asked by dennis on May 08, 2023

• Affirm Holdings Inc. (AFRM $68.83)
  • $68.83 P/E (TTM): 97.55X Cap: $22.07B
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Q: Do you think that this stock is a solid hold? Does it have good possibilities? Thx James

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Read Answer Asked by JAMES on May 08, 2023

• NuScale Power Corporation Class A (SMR $18.73)
  • $18.73 Cap: $6.03B
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Q: May I please have your analysis and opinion of Nuscale (SMR)?
With appreciation,
Ed

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Read Answer Asked by Ed on May 08, 2023

• ASGN Incorporated (ASGN $45.60)
  • $45.60 P/E (TTM): 14.52X Cap: $1.90B
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Q: Hi 5i,
What is your take on ASGN for the next 12 months ?
Hold/Buy/Sell ?
thanks

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Read Answer Asked by Fernando on May 08, 2023

• Twilio Inc. Class A (TWLO $128.54)
  • $128.54 P/E (TTM): 309.15X Cap: $19.48B
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• Teladoc Health Inc. (TDOC $7.46)
  • $7.46 Cap: $1.28B
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• Palantir Technologies Inc. (PLTR $163.55)
  • $163.55 P/E (TTM): 516.17X Cap: $386.71B
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• Unity Software Inc. (U $42.58)
  • $42.58 Cap: $17.79B
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Q: Do these 4 companies have the cash/cash flow to finance their current debt obligations? None of the companies are profitable I am concerned that they may not be able to raise the cash needed to fund operations in the current environment of rising interest rates, such that they may not be able to handle any debt due over the next year or two.

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Read Answer Asked by Richard on May 08, 2023

• Illumina Inc. (ILMN $129.64)
  • $129.64 P/E (TTM): 28.54X Cap: $19.24B
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• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
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• Booking Holdings Inc. (BKNG $4,906.24)
  • $4,906.24 P/E (TTM): 31.06X Cap: $158.14B
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• Crocs Inc. (CROX $83.07)
  • $83.07 P/E (TTM): 26.53X Cap: $4.17B
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• Axon Enterprise Inc. (AXON $528.89)
  • $528.89 P/E (TTM): 165.5X Cap: $41.39B
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• DexCom Inc. (DXCM $61.69)
  • $61.69 P/E (TTM): 33.65X Cap: $2.69B
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• Perion Network Ltd (PERI $9.86)
  • $9.86 Cap: $419M
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• Lantheus Holdings Inc. (LNTH $59.06)
  • $59.06 P/E (TTM): 23.55X Cap: $3.74B
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• ISHARES TRUST (IJT $142.22)
  • $142.22 P/E (TTM): 20.21X Cap: $6.19B
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Q: Recently trimmed NVDA to bring position weight back in line. For US, any sector, what are a few top picks for a TFSA? And then how would IJT compare for growth potential and risk?

Thanks.

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Read Answer Asked by Marilou on May 08, 2023

• Butterfly Network Inc. Class A (BFLY $3.39)
  • $3.39 Cap: $828M
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Q: your current thoughts and future growth potential of bfly.

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Read Answer Asked by Ross on May 05, 2023

• Crocs Inc. (CROX $83.07)
  • $83.07 P/E (TTM): 26.53X Cap: $4.17B
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Q: Since Earnings Croxs has dropped precipitously . Do you still have faith in this company?

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Read Answer Asked by Marty on May 05, 2023

• Apple Inc. (AAPL $276.97)
  • $276.97 P/E (TTM): 36.3X Cap: $4.07T
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• Amazon.com Inc. (AMZN $229.67)
  • $229.67 P/E (TTM): 31.17X Cap: $2.41T
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• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
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• Microsoft Corporation (MSFT $476.99)
  • $476.99 P/E (TTM): 33.58X Cap: $3.54T
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• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
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• JPMorgan Chase & Co. (JPM $303.00)
  • $303.00 P/E (TTM): 14.75X Cap: $824.84B
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• Occidental Petroleum Corporation (OXY $41.41)
  • $41.41 P/E (TTM): 30.47X Cap: $40.79B
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• Prudential Financial Inc. (PRU $108.35)
  • $108.35 P/E (TTM): 14.6X Cap: $42.22B
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• Verizon Communications Inc. (VZ $40.59)
  • $40.59 P/E (TTM): 8.81X Cap: $171.14B
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• Williams Companies Inc. (The) (WMB $59.37)
  • $59.37 P/E (TTM): 30.11X Cap: $72.57B
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• iShares S&P Global Clean Energy Index Fund (ICLN $16.43)
  • $16.43 P/E (TTM): 40.15X Cap: $1.89B
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• CrowdStrike Holdings Inc. (CRWD $512.34)
  • $512.34 Cap: $127.18B
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• Cheniere Energy Inc. (LNG $204.91)
  • $204.91 P/E (TTM): 11.47X Cap: $44.03B
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Q: I need to raise some $US cash soon. Could you please rank these stocks for how they would perform during a recession? Thank you.

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Read Answer Asked by A on May 05, 2023