Investment Q&A

• Baxter International Inc. (BAX $21.95)
  • $21.95 Cap: $11.27B
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• Medtronic plc. (MDT $95.45)
  • $95.45 P/E (TTM): 26.66X Cap: $122.43B
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Q: Hi,
Your views on BAX-N on long term. Do you prefer any other name over BAX-N in health sector?
Thanks
Piyush

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Read Answer Asked by Piyush on January 22, 2021

• Morgan Stanley (MS $151.86)
  • $151.86 P/E (TTM): 17.68X Cap: $242.41B
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Q: I have been lucky with MS which I accumulated during periods when many analysts seemed to misunderstand the poor thing. MS has become a full position. However when reviewing some analyses following MS’ recent results, opinions read as if they were written by bipolar CFAs. Views seem too divided for me to base a decision on. Is it time for me to trim MS —or best to ignore the noise and keep holding. Please do give your reasoning and I would appreciate very much your updating your response to my September 2, 2020 question on MS.

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Read Answer Asked by Adam on January 22, 2021

• Upstart Holdings Inc. (UPST $48.58)
  • $48.58 Cap: $4.67B
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Q: UPST is up about 16 % today on high volume. I can't find any news. Do you know what may account for the strong move up today?

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Read Answer Asked by arnold on January 21, 2021

Q: PLX is an Israeli Bio co. not showing in your system.
I bought a small position 6 months ago as I am very interested in the diseases they are working to try to alleviate and potentially cure. It has gone up in price nicely this week after company update to shareholders.
Would appreciate your views. Is this a hold or worth buying more at this stage. John.

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Read Answer Asked by JOHN on January 21, 2021

• TTEC Holdings Inc. (TTEC $3.56)
  • $3.56 Cap: $186M
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Q: Good morning team, your thoughts on TTEC for a long-term hold with opportunity for good growth and solid stability.

All the best!
Rob

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Read Answer Asked by Robert on January 21, 2021

• Proto Labs Inc. (PRLB $48.23)
  • $48.23 P/E (TTM): 83.8X Cap: $1.15B
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Q: What are your thoughts on the prospect of Proto Labs and the growth of 3D printing.

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Read Answer Asked by RALPH on January 21, 2021

• Elys Bmg Group Inc. (ELYS $0.00)
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Q: Your thoughts on ELYS.Thanks.

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Read Answer Asked by maurice on January 21, 2021

• Coherent Corp Com (IIVI)
  • P/E (TTM): 28.7X Cap: $5.49B
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Q: IIVI how does this look for a 3 year hold?
Thank You

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Read Answer Asked by Peter on January 21, 2021

• Netflix Inc. (NFLX $1,220.08)
  • $1,220.08 P/E (TTM): 52.45X Cap: $518.44B
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Q: Seems like the market liked the latest quarterly results from Netflix.

Of the FAANG stocks, where does Netflix fit in terms ranking for investment now?

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Read Answer Asked by Eugene on January 21, 2021

• Sangoma Technologies Corporation (STC $6.81)
  • $6.81 Cap: $226M
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• Twilio Inc. Class A (TWLO $107.12)
  • $107.12 P/E (TTM): 1139.6X Cap: $16.43B
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Q: Do these two companies essentially provide the same services? It appears STC is currently profitable and TWLO is not. Do you think STC is misunderstood by the street?

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Read Answer Asked by Curtis on January 21, 2021

• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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• Veeva Systems Inc. Class A (VEEV $286.59)
  • $286.59 P/E (TTM): 61.41X Cap: $46.97B
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• The Trade Desk Inc. (TTD $52.36)
  • $52.36 P/E (TTM): 65.17X Cap: $25.60B
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• Roku Inc. (ROKU $92.02)
  • $92.02 Cap: $13.55B
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• MEDIFAST INC (MED $13.27)
  • $13.27 P/E (TTM): 42.48X Cap: $145M
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• CrowdStrike Holdings Inc. (CRWD $493.66)
  • $493.66 Cap: $123.88B
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Q: In terms of largest growth potential for 2021, what u.s. stocks would you recommend as a buy today?

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Read Answer Asked by Allan M on January 21, 2021

• Lumentum Holdings Inc. (LITE $149.61)
  • $149.61 P/E (TTM): 431.78X Cap: $10.45B
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Q: Hi 5i Team,
Lumentum reported preliminary 2Q result share dropped 11% yesterday.

Pls comment it’s future outlook and also your view of the Coherent acquisition announced today.
Should I continue to hold?
Thank you for your professional advice.

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Read Answer Asked by Pui on January 21, 2021

• Microsoft Corporation (MSFT $510.96)
  • $510.96 P/E (TTM): 38.3X Cap: $3.79T
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• AbbVie Inc. (ABBV $230.50)
  • $230.50 P/E (TTM): 110.64X Cap: $407.19B
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• Procter & Gamble Company (The) (PG $149.69)
  • $149.69 P/E (TTM): 23.13X Cap: $350.62B
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• UnitedHealth Group Incorporated (DE) (UNH $354.50)
  • $354.50 P/E (TTM): 16.02X Cap: $321.06B
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• Verizon Communications Inc. (VZ $39.85)
  • $39.85 P/E (TTM): 9.52X Cap: $168.02B
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Q: Can you please provide 3-5 must own US stocks for long term dividend growth.

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Read Answer Asked by EVAN on January 21, 2021

• Sprout Social Inc (SPT $10.85)
  • $10.85 Cap: $638M
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Q: SPT is ripping but there is no apparant news. Thoughts ? Thank you.

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Read Answer Asked by Paul on January 20, 2021

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.62X Cap: $1.77T
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Q: hey guys,
i know there is a lot of talk about the biden administration hurting the big tech in the futur but this is not going to happen next week... What does happen next week is Facebook q1 earnings. After seing what netflix's share did after q1 earnings, do you like FB chancse to get a bump up as well ?

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Read Answer Asked by Philippe on January 20, 2021

• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.72X Cap: $2.30T
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• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.62X Cap: $1.77T
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• Microsoft Corporation (MSFT $510.96)
  • $510.96 P/E (TTM): 38.3X Cap: $3.79T
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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• QUALCOMM Incorporated (QCOM $153.59)
  • $153.59 P/E (TTM): 16.01X Cap: $165.72B
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• Skyworks Solutions Inc. (SWKS $69.16)
  • $69.16 P/E (TTM): 29.57X Cap: $10.26B
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• Keysight Technologies Inc. (KEYS $159.49)
  • $159.49 P/E (TTM): 54.66X Cap: $29.40B
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Q: Am interested in Biotechnology, 5G and AI, can you recommend some of the leaders in the US?
Art

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Read Answer Asked by Arthur on January 20, 2021

• Adobe Inc. (ADBE $337.51)
  • $337.51 P/E (TTM): 22.37X Cap: $141.28B
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• Costco Wholesale Corporation (COST $930.01)
  • $930.01 P/E (TTM): 55.08X Cap: $412.16B
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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• Booking Holdings Inc. (BKNG $5,164.93)
  • $5,164.93 P/E (TTM): 36.2X Cap: $167.39B
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• AbbVie Inc. (ABBV $230.50)
  • $230.50 P/E (TTM): 110.64X Cap: $407.19B
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• Freeport-McMoRan Inc. (FCX $40.88)
  • $40.88 P/E (TTM): 32.22X Cap: $58.69B
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• Harley-Davidson Inc. (HOG $26.06)
  • $26.06 P/E (TTM): 12.99X Cap: $3.16B
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• Lockheed Martin Corporation (LMT $505.05)
  • $505.05 P/E (TTM): 28.51X Cap: $117.91B
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• Medtronic plc. (MDT $95.45)
  • $95.45 P/E (TTM): 26.66X Cap: $122.43B
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• Procter & Gamble Company (The) (PG $149.69)
  • $149.69 P/E (TTM): 23.13X Cap: $350.62B
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• Walmart Inc. (WMT $101.84)
  • $101.84 P/E (TTM): 38.26X Cap: $811.95B
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• Reliance Inc. (RS $272.08)
  • $272.08 P/E (TTM): 20.35X Cap: $14.30B
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• CrowdStrike Holdings Inc. (CRWD $493.66)
  • $493.66 Cap: $123.88B
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• Jacobs Solutions Inc. (J $151.13)
  • $151.13 P/E (TTM): 38.86X Cap: $18.06B
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• Trane Technologies plc (TT $414.14)
  • $414.14 P/E (TTM): 33.23X Cap: $92.15B
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Q: Hi Folks,
I am an income investor. One to two years to go before retirement.
My portfolio is out of balance.
Low weightings in Basic Materials, Consumer Cyclical, Consumer Defensive, Health Care, Industrials and Tech..
Also need more US and international exposure.
Please provide some income suggestions for these economic sectors in the US and Internationally.
Thanks very much.

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Read Answer Asked by Dave on January 20, 2021

• Amgen Inc. (AMGN $290.13)
  • $290.13 P/E (TTM): 24.14X Cap: $156.19B
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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• Regeneron Pharmaceuticals Inc. (REGN $564.63)
  • $564.63 P/E (TTM): 14.34X Cap: $59.84B
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• AbbVie Inc. (ABBV $230.50)
  • $230.50 P/E (TTM): 110.64X Cap: $407.19B
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• Cognex Corporation (CGNX $40.78)
  • $40.78 P/E (TTM): 64.93X Cap: $6.84B
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• BioMarin Pharmaceutical Inc. (BMRN $52.32)
  • $52.32 P/E (TTM): 16.23X Cap: $10.50B
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Q: I am considering the above to add to my tfsa, please advise in order which are best suited today or please add your own suggestions. Thanks

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Read Answer Asked by Peter on January 20, 2021

• PetMed Express Inc. (PETS $2.42)
  • $2.42 Cap: $49M
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Q: Hi 5I
Pets released earning today - Jan 19th and currently down -10%...What is your opinion on this stock, earnings and future prospects. Would you be a buyer at current price for 2 yr hold? Why/why not? Is there a better choice in this space?
Thx
jim

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Read Answer Asked by jim on January 20, 2021

• DermTech Inc (DMTK)
  • Cap: $3M
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Q: (DMTK) Dermtek is not on your list can you take a look at it?
Thank You
Peter

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Read Answer Asked by Peter on January 20, 2021