Investment Q&A

• Poshmark Inc. (POSH)
  • Cap: $1.41B
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Q: Hi

Can I get your opinion on this company - POSH

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Read Answer Asked by Michael on March 27, 2021

• Yelp Inc. (YELP $30.85)
  • $30.85 P/E (TTM): 13.52X Cap: $1.86B
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Q: Any thoughts on Yelp at these levels?

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Read Answer Asked by Eugene on March 26, 2021

• AutoNation Inc. (AN $216.38)
  • $216.38 P/E (TTM): 12.68X Cap: $7.89B
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Q: Your opinion on AN today?
Thanks

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Read Answer Asked by DAVID on March 26, 2021

• GoPro Inc. (GPRO $1.46)
  • $1.46 Cap: $236M
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Q: Hi 5i Team, Could we please get your opinion on GoPro current situation/valuation, updates from your last analysis/answer (on July 10, 2019) + future perspectives/growth potential ?

Many thanks

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Read Answer Asked by Luc on March 26, 2021

• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 46.93X Cap: $4.49T
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• QUALCOMM Incorporated (QCOM $177.78)
  • $177.78 P/E (TTM): 35.97X Cap: $194.78B
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Q: I kept waiting for the semi-conductor stocks to get cheaper and missed the big run. Has the sector not been cyclical historically? Do you think the sector is cooling off or entering a downturn, or is it time to step in? Qualcomm or Nvidia?

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Read Answer Asked by Mike on March 26, 2021

• Ford Motor Company (F $14.20)
  • $14.20 P/E (TTM): 12.41X Cap: $56.57B
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• NCR Corporation (NCR)
  • P/E (TTM): 56.86X Cap: $3.76B
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Q: Under the heading “no question is a stupid question”. In your answer to Ford & NCR you stated Ford is 10X earnings & NCR is 14X earnings. From your companies page what numbers did you use to calculate those multiples. Thanks … Cal

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Read Answer Asked by cal on March 26, 2021

• iShares S&P Global Clean Energy Index Fund (ICLN $17.32)
  • $17.32 P/E (TTM): 40.34X Cap: $2B
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Q: Looking for suggestion of a proxy for potential tax loss selling of ICLN in clean energy space.

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Read Answer Asked by William Ross on March 26, 2021

• Unity Software Inc. (U $44.66)
  • $44.66 Cap: $19.11B
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Q: Do you think Unity Software is a buy under $90?Thanks

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Read Answer Asked by JOSE on March 25, 2021

• Ford Motor Company (F $14.20)
  • $14.20 P/E (TTM): 12.41X Cap: $56.57B
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Q: Would you see this dip in Ford below 12 as a good place to add to the name?

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Read Answer Asked by Kim on March 25, 2021

• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 46.93X Cap: $4.49T
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• Veeva Systems Inc. Class A (VEEV $240.12)
  • $240.12 P/E (TTM): 46.66X Cap: $39.47B
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• CrowdStrike Holdings Inc. (CRWD $470.61)
  • $470.61 Cap: $116.94B
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• Celsius Holdings Inc. (CELH $52.90)
  • $52.90 P/E (TTM): 466.73X Cap: $13.63B
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• Unity Software Inc. (U $44.66)
  • $44.66 Cap: $19.11B
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Q: The 2021 market hasn't been as fun the 2020 market, though I'm optimistic for a much improved remainder of 2021 - like 2020.

All things considered, if you were to pick up five stocks that have sold off (US/CDN) for a 5 year hold, what would they be?

Cam.

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Read Answer Asked by Cameron on March 25, 2021

• Wynn Resorts Limited (WYNN $117.83)
  • $117.83 P/E (TTM): 25.24X Cap: $12.29B
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• Air Canada Voting and Variable Voting Shares (AC $19.45)
  • $19.45 Cap: $5.82B
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• Superior Industries International Inc. (DE) (SUP)
  • Cap: $9M
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• Reliance Inc. (RS $308.83)
  • $308.83 P/E (TTM): 21.74X Cap: $16.14B
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Q: I’d appreciate your thoughts on SUP (in the USA) and its outlook. On a related note, what other cyclicals come to mind that are still way down from their historical highs but are a good bet to reach them again? They could be small, mid or large caps, but the more upside the better. Thanks.

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Read Answer Asked by Brian on March 25, 2021

• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 46.93X Cap: $4.49T
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• Qorvo Inc. (QRVO $81.78)
  • $81.78 P/E (TTM): 35.22X Cap: $7.65B
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• Advanced Micro Devices Inc. (AMD $203.17)
  • $203.17 P/E (TTM): 104.38X Cap: $333.22B
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• MKS Inc. (MKSI $186.08)
  • $186.08 P/E (TTM): 43.34X Cap: $12.49B
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• ON Semiconductor Corporation (ON $62.16)
  • $62.16 P/E (TTM): 79.08X Cap: $25.01B
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Q: Hi Peter, in the semi space we have AMD, NVDA, QRVO, ON, and MKSI. Knowing that NVDA is your favorite would you exit or trim any of these ? In Tech what do you think happens if/when the big guys AAPL, GOOGL etc and then the smaller guys report more good earnings numbers ? Will this boost them or are we past that for now ? Thanks for all you do !

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Read Answer Asked by Paul on March 25, 2021

• Honeywell International Inc. (HON $207.38)
  • $207.38 P/E (TTM): 21.02X Cap: $130.30B
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• Lockheed Martin Corporation (LMT $542.92)
  • $542.92 P/E (TTM): 28.87X Cap: $125.63B
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• Northrop Grumman Corporation (NOC $618.82)
  • $618.82 P/E (TTM): 20.76X Cap: $84.31B
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• Jacobs Solutions Inc. (J $139.95)
  • $139.95 P/E (TTM): 57.48X Cap: $16.43B
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• RTX Corporation (RTX $188.50)
  • $188.50 P/E (TTM): 38.14X Cap: $250.95B
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Q: Significant infrastructure is being planned in the U.S., also in the defense sector. Would any of these stocks listed (or others) benefit more or less from this initiative?
Thank you for your insights!

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Read Answer Asked by Sigrid on March 25, 2021

• Adobe Inc. (ADBE $333.95)
  • $333.95 P/E (TTM): 20.29X Cap: $139.79B
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• Intel Corporation (INTC $45.55)
  • $45.55 P/E (TTM): 4111.0X Cap: $199.37B
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Q: Your thoughts on the recent news of a new 20 billion dollar plant and the new ceo's game plan and would you view this as positive or a drag on the stock and would you still see adobe as better than intc with more upside.Own msft nvda,intc,orcl and aapl

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Read Answer Asked by dennis on March 25, 2021

• Mitek Systems Inc. (MITK $10.68)
  • $10.68 P/E (TTM): 56.28X Cap: $483M
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Q: Hi
I am trying to find out more about the lawsuit against MITEK you reference in your March 16 response to a question from Joel. I found a USAA lawsuit against MITEK which was settled in 2014 and a lawsuit where MITEK sued USAA in 2019 claiming USAA's litigation against MITEK's customers "placed a cloud over MITEK's products and services." Is this the lawsuit you were referencing? Thanks

Kenn

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Read Answer Asked by Kenneth on March 25, 2021

• Roblox Corporation Class A (RBLX $73.27)
  • $73.27 Cap: $51.86B
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Q: now that rblx has traded for a few days what is your opinion of the company and if favourable what would be a good entry point. thanks Richard

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Read Answer Asked by richard on March 25, 2021

• Dynex Capital Inc. (DX $13.98)
  • $13.98 P/E (TTM): 9.28X Cap: $2.05B
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Q: Can you give me your opinion on Dynex Capital. The information I am looking at shows that the company has no debt, a low PE of 9, a 40% ROE, and a 8% Dividend. Would you be comfortable owning it in an income portfolio?
Many Thanks
John

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Read Answer Asked by John on March 25, 2021

• Alphabet Inc. (GOOG $329.14)
  • $329.14 P/E (TTM): 32.18X Cap: $3.96T
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• The Trade Desk Inc. (TTD $37.29)
  • $37.29 P/E (TTM): 44.43X Cap: $18.03B
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• Magnite Inc. (MGNI $16.17)
  • $16.17 P/E (TTM): 41.5X Cap: $2.32B
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Q: This has broken through support levels and is really acting badly. What is your
view on it given the Google news - still think its worth holding - or broken ?
Also TTD is similarly affected - any concerns

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Read Answer Asked by Scott on March 25, 2021

• ARK Innovation ETF (ARKK $80.29)
  • $80.29 P/E (TTM): 28.9X Cap: $8.01B
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Q: What are the potential downfalls/risks in starting a position in ARK Innovation ETF today, and are there other alternate ETF options in this arena that are worth considering

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Read Answer Asked by jessie on March 25, 2021

• ONEOK Inc. (OKE $72.70)
  • $72.70 P/E (TTM): 13.3X Cap: $45.74B
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• Enbridge Inc. (ENB $63.54)
  • $63.54 P/E (TTM): 23.98X Cap: $137.07B
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• Enterprise Products Partners L.P. (EPD $32.04)
  • $32.04 P/E (TTM): 11.96X Cap: $68.92B
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Q: I am looking for an oil &pipeline company and am considering EPD & OKE.
Which would you prefer or if you have another suggestion... one in US market and one in Canada. Thank you

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Read Answer Asked by Teresa on March 25, 2021