Investment Q&A

• The Walt Disney Company (DIS $115.88)
  • $115.88 P/E (TTM): 16.92X Cap: $206.87B
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Q: Hi. Can you comment please on latest quarter?
I had started a position recently and was wondering given the pull back after the release if can add or would you wait for market to settle down a bit.
Thanks,
Dan

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Read Answer Asked by Daniel on May 17, 2021

• Fortinet Inc. (FTNT $79.22)
  • $79.22 P/E (TTM): 32.6X Cap: $58.91B
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• Palo Alto Networks Inc. (PANW $189.02)
  • $189.02 P/E (TTM): 119.63X Cap: $131.74B
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• CyberArk Software Ltd. (CYBR $456.73)
  • $456.73 Cap: $22.58B
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• CrowdStrike Holdings Inc. (CRWD $470.61)
  • $470.61 Cap: $118.64B
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Q: Your thoughts on CYBR? Have held it for a few years and surprised by it's volatility. Is it time to let this one go?

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Read Answer Asked by Monique on May 17, 2021

• Monster Beverage Corporation (MNST $77.34)
  • $77.34 P/E (TTM): 43.52X Cap: $75.56B
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• Regeneron Pharmaceuticals Inc. (REGN $796.55)
  • $796.55 P/E (TTM): 19.15X Cap: $83.71B
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• Xilinx Inc. (XLNX)
  • P/E (TTM): 51.66X
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• AutoNation Inc. (AN $216.38)
  • $216.38 P/E (TTM): 12.74X Cap: $7.89B
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• Best Buy Co. Inc. (BBY $70.61)
  • $70.61 P/E (TTM): 23.7X Cap: $14.79B
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• BorgWarner Inc. (BWA $47.67)
  • $47.67 P/E (TTM): 68.27X Cap: $10.19B
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• Caterpillar Inc. (CAT $617.62)
  • $617.62 P/E (TTM): 31.25X Cap: $289.03B
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• W.W. Grainger Inc. (GWW $1,029.82)
  • $1,029.82 P/E (TTM): 28.98X Cap: $47.77B
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• Mosaic Company (The) (MOS $25.98)
  • $25.98 P/E (TTM): 6.86X Cap: $8.24B
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• PulteGroup Inc. (PHM $132.20)
  • $132.20 P/E (TTM): 10.19X Cap: $25.76B
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• Pentair plc. (PNR $103.06)
  • $103.06 P/E (TTM): 26.16X Cap: $16.37B
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• Target Corporation (TGT $105.52)
  • $105.52 P/E (TTM): 12.79X Cap: $47.78B
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• Advanced Micro Devices Inc. (AMD $203.17)
  • $203.17 P/E (TTM): 101.73X Cap: $330.76B
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• Owens Corning Inc New (OC $122.41)
  • $122.41 Cap: $9.38B
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• Molina Healthcare Inc (MOH $181.50)
  • $181.50 P/E (TTM): 11.37X Cap: $9.06B
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• Universal Display Corporation (OLED $125.77)
  • $125.77 P/E (TTM): 27.11X Cap: $5.97B
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• Jabil Inc. (JBL $226.15)
  • $226.15 P/E (TTM): 37.47X Cap: $23.97B
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• Colfax Corporation (CFX)
  • P/E (TTM): 90.2X Cap: $2.10B
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• Timken Company (The) (TKR $91.17)
  • $91.17 P/E (TTM): 21.42X Cap: $6.13B
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• Reliance Inc. (RS $308.83)
  • $308.83 P/E (TTM): 22.31X Cap: $16.14B
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Q: On CNBC on Friday Tom Lee disclosed these 20 as his "Epicentre Stock Portfolio" and opined that the bottom is in. He seems to be quite revered and apparently his calls have been more correct than not. Could you list your best seven from this list that you would buy today in order. Any other comment of course welcomed as well - Ken

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Read Answer Asked by Ken on May 17, 2021

Q: I thought I heard a report that US banks would be allowed to resume share buybacks and resume or increase dividends effective June of this yr. Is that correct?
Thanks

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Read Answer Asked by steve on May 17, 2021

• Horizon Therapeutics Public Limited Company (HZNP)
  • P/E (TTM): 41.71X
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Q: Could I get your current opinion of this stock please.

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Read Answer Asked by Elaine or Gerry on May 17, 2021

• Broadcom Inc. (AVGO $344.97)
  • $344.97 P/E (TTM): 72.63X Cap: $1.63T
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• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 45.87X Cap: $4.49T
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• Ichor Holdings (ICHR $23.77)
  • $23.77 Cap: $817M
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $323.63)
  • $323.63 P/E (TTM): 44.82X Cap: $1.67T
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• Ultra Clean Holdings Inc. (UCTT $34.21)
  • $34.21 Cap: $1.55B
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Q: What stocks would you look at that could be expected to benefit from the apparent shortage in chips? I have a 3-5 year horizon.

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Read Answer Asked by JAMES on May 17, 2021

• Apple Inc. (AAPL $259.37)
  • $259.37 P/E (TTM): 34.77X Cap: $3.81T
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• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 45.87X Cap: $4.49T
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• CrowdStrike Holdings Inc. (CRWD $470.61)
  • $470.61 Cap: $118.64B
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Q: I have a 2%-or-so cash position that I had earmarked to buy AAPL, but I was wondering if it might make more sense to double my existing 2% position in CRWD. Alternatively, I could initiate a position in NVDA. Any thoughts?

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Read Answer Asked by Domenic on May 17, 2021

• Alphabet Inc. (GOOG $329.14)
  • $329.14 P/E (TTM): 32.49X Cap: $3.96T
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• Illumina Inc. (ILMN $141.07)
  • $141.07 P/E (TTM): 32.5X Cap: $21.55B
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• The Trade Desk Inc. (TTD $37.29)
  • $37.29 P/E (TTM): 42.87X Cap: $18.03B
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• Guardant Health Inc. (GH $110.17)
  • $110.17 Cap: $13.88B
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• Magnite Inc. (MGNI $16.17)
  • $16.17 P/E (TTM): 40.43X Cap: $2.32B
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Q: I'm looking for tax-loss proxy ideas for GH and TTD.
Thank you!

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Read Answer Asked by Andrew on May 17, 2021

• GameStop Corporation (GME $21.23)
  • $21.23 P/E (TTM): 24.07X Cap: $9.51B
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Q: On April 19 you responded to a question, stating the SI of GME was 19%. Where do you get that data. And is it the same today? Thanks

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Read Answer Asked by Valdis on May 17, 2021

• iShares U.S. Home Construction ETF (ITB $106.99)
  • $106.99 P/E (TTM): 14.08X Cap: $2.89B
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Q: Hi Peter
please comment on ITB iShares US Home Construction ETF.
The Pros and Cons of owning it.
Buy, hold or sell?
Thanks Ronald

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Read Answer Asked by Ron on May 17, 2021

• Anaplan Inc. (PLAN $63.73)
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Q: Good morning,

What are your thoughts on PLAN in this market environment? WOuld you be comfortable taking a position at this price?

Thanks as always

Dave

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Read Answer Asked by David on May 14, 2021

• YETI Holdings Inc. (YETI $49.34)
  • $49.34 P/E (TTM): 25.62X Cap: $3.48B
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Q: Hello,

What are your thoughts on Yeti? Is it too pricey or worth starting a position? Is this a cyclical stock?Thanks. Shyam

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Read Answer Asked by Shyam on May 14, 2021

• SolarEdge Technologies Inc. (SEDG $32.89)
  • $32.89 Cap: $1.96B
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Q: Hi 5i Team,

Can you please provide your update commentary on SEDG and whether you would consider it a good investment right now? How would you compare it to some of the other companies in the renewable energy space?

Thanks,
Jon

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Read Answer Asked by Jonathan on May 14, 2021

• American Well Corporation Class A (AMWL $5.17)
  • $5.17 Cap: $84M
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Q: Is there hope for this company?. Insiders are selling since the end of the lockup period in march. Down 15% today after earnings. Is there something wrong with their business model in telemedecine? Hold, sell or buy ? Thanks for your good work.

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Read Answer Asked by Denise on May 14, 2021

• American Well Corporation Class A (AMWL $5.17)
  • $5.17 Cap: $84M
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Q: Thoughts on earnings?

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Read Answer Asked by Rick on May 14, 2021

• Coinbase Global Inc (COIN $240.78)
  • $240.78 P/E (TTM): 21.25X Cap: $64.92B
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• Bitwise Crypto Industry Innovators ETF (BITQ $22.54)
  • $22.54 P/E (TTM): 18.16X Cap: $400M
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Q: So this new crypto etf has about 60% of weight in its top 10 holdings with Coinbase on top. I'd ask for any initial view on its setup or other comment you may have and whether this may become a preferred way to invest in cryto at some point. Thank you - Ken

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Read Answer Asked by Ken on May 14, 2021

• SelectQuote Inc. (SLQT $1.40)
  • $1.40 P/E (TTM): 135.0X Cap: $246M
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Q: Hi Guys
Do you see value in SLQT at the current price for a long term hold?
Thanks

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Read Answer Asked by Gordon on May 14, 2021

• Amazon.com Inc. (AMZN $247.38)
  • $247.38 P/E (TTM): 34.94X Cap: $2.64T
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• Alphabet Inc. (GOOG $329.14)
  • $329.14 P/E (TTM): 32.49X Cap: $3.96T
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• Netflix Inc. (NFLX $89.46)
  • $89.46 P/E (TTM): 37.82X Cap: $379.07B
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Q: Hello Team,
How would you rank AMZN, GOOG and NFLX, given their current prices and a reopening world and why?
Thank You,
Barry

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Read Answer Asked by Barry on May 14, 2021

• CrowdStrike Holdings Inc. (CRWD $470.61)
  • $470.61 Cap: $118.64B
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Q: Who do you like best in The Cyber Security world?
Thanks

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Read Answer Asked by DAVID on May 14, 2021

• Pizza Pizza Royalty Corp. (PZA $16.13)
  • $16.13 P/E (TTM): 22.71X Cap: $537M
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• Domino's Pizza Inc (DPZ $405.09)
  • $405.09 P/E (TTM): 23.68X Cap: $13.68B
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Q: Hi Peter, can I have an updated view on PZA for Q1 from last comment please? I'm thinking of replacing it with DPZ. Your thoughts? Thanks!

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Read Answer Asked by Michael on May 14, 2021