Investment Q&A

• Silk Road Medical Inc. (SILK)
  • Cap: $1.11B
  • View SILK Profile
  • View Questions on SILK

Q: Can you comment on SILK ... Silk Road Medical, in the US?

Upvote 0

Read Answer Asked by Ed on November 09, 2020

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ

Q: Do you think this stock still has the potential to be a long term multibagger or has it gotten too far ahead of itself?
Thanks

Upvote 0

Read Answer Asked by Curtis on November 09, 2020

• The Trade Desk Inc. (TTD $52.36)
  • $52.36 P/E (TTM): 65.17X Cap: $25.60B
  • View TTD Profile
  • View Questions on TTD
• Roku Inc. (ROKU $92.02)
  • $92.02 Cap: $13.55B
  • View ROKU Profile
  • View Questions on ROKU

Q: What would you consider to be a good every point for these two growing companies, considering a long term horizon?

Upvote 0

Read Answer Asked by Alfred on November 09, 2020

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
  • View AYX Profile
  • View Questions on AYX

Q: Is this a good time to add to position for growth oriented portfolio with 3+ years timeline.

Upvote 0

Read Answer Asked by Joel on November 07, 2020

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
  • View MAXR Profile
  • View Questions on MAXR
  • View Reports on MAXR

Q: Wondered if I should continue to hold or would you consider it a sell. Thanks Clare

Upvote 0

Read Answer Asked by clara on November 06, 2020

• Palantir Technologies Inc. (PLTR $175.44)
  • $175.44 P/E (TTM): 618.23X Cap: $416.20B
  • View PLTR Profile
  • View Questions on PLTR

Q: Any idea what's causing the huge jump in PLTR today?
Thanks!

Upvote 0

Read Answer Asked by Chris on November 06, 2020

• Expedia Group Inc. (EXPE $210.33)
  • $210.33 P/E (TTM): 25.87X Cap: $26.02B
  • View EXPE Profile
  • View Questions on EXPE
• Booking Holdings Inc. (BKNG $5,164.93)
  • $5,164.93 P/E (TTM): 36.2X Cap: $167.39B
  • View BKNG Profile
  • View Questions on BKNG

Q: in anticipation of pick up in travel in 2021, I am looking at taking a position in on-line travel booking companies. I am looking at Expedia and Booking Holdings. What would you recommend as your best pick in this space....
from the one's i am looking at or something else.
Thank you
Thank you

Upvote 0

Read Answer Asked by rajinderpl on November 06, 2020

• Zoetis Inc. Class A (ZTS $141.11)
  • $141.11 P/E (TTM): 24.68X Cap: $62.53B
  • View ZTS Profile
  • View Questions on ZTS

Q: Can i please have your thoughts analysis and forward guidance on Zoetis recently announced earnings. Thank You.

Upvote 0

Read Answer Asked by Brian on November 06, 2020

• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
  • View NVDA Profile
  • View Questions on NVDA
• PayPal Holdings Inc. (PYPL $69.84)
  • $69.84 P/E (TTM): 16.26X Cap: $66.72B
  • View PYPL Profile
  • View Questions on PYPL
• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Atlassian Corporation (TEAM $144.56)
  • $144.56 Cap: $37.92B
  • View TEAM Profile
  • View Questions on TEAM
• Veeva Systems Inc. Class A (VEEV $286.59)
  • $286.59 P/E (TTM): 61.41X Cap: $46.97B
  • View VEEV Profile
  • View Questions on VEEV
• The Trade Desk Inc. (TTD $52.36)
  • $52.36 P/E (TTM): 65.17X Cap: $25.60B
  • View TTD Profile
  • View Questions on TTD
• JD.com Inc. (JD $31.85)
  • $31.85 P/E (TTM): 9.0X Cap: $46.28B
  • View JD Profile
  • View Questions on JD
• Roku Inc. (ROKU $92.02)
  • $92.02 Cap: $13.55B
  • View ROKU Profile
  • View Questions on ROKU
• Teladoc Health Inc. (TDOC $8.00)
  • $8.00 Cap: $1.41B
  • View TDOC Profile
  • View Questions on TDOC
• DocuSign Inc. (DOCU $68.40)
  • $68.40 P/E (TTM): 53.65X Cap: $13.75B
  • View DOCU Profile
  • View Questions on DOCU
• Avalara Inc. (AVLR)
  • Cap: $8.25B
  • View AVLR Profile
  • View Questions on AVLR

Q: I'm looking for growth companies that stand a chance for considerable capital appreciation over the short and long term. Please rank these companies from most likely to least likely to increase in value. If you know of other companies that are poised to increase in value please add them.

Upvote 0

Read Answer Asked by Les on November 06, 2020

• Costco Wholesale Corporation (COST $930.01)
  • $930.01 P/E (TTM): 55.08X Cap: $412.16B
  • View COST Profile
  • View Questions on COST
• Microsoft Corporation (MSFT $510.96)
  • $510.96 P/E (TTM): 38.3X Cap: $3.79T
  • View MSFT Profile
  • View Questions on MSFT
• Paychex Inc. (PAYX $125.55)
  • $125.55 P/E (TTM): 28.07X Cap: $45.18B
  • View PAYX Profile
  • View Questions on PAYX
• AbbVie Inc. (ABBV $230.50)
  • $230.50 P/E (TTM): 110.38X Cap: $407.19B
  • View ABBV Profile
  • View Questions on ABBV
• Procter & Gamble Company (The) (PG $149.69)
  • $149.69 P/E (TTM): 23.13X Cap: $350.62B
  • View PG Profile
  • View Questions on PG
• Stryker Corporation (SYK $364.60)
  • $364.60 P/E (TTM): 49.03X Cap: $139.38B
  • View SYK Profile
  • View Questions on SYK
• Visa Inc. (V $343.65)
  • $343.65 P/E (TTM): 33.89X Cap: $666.66B
  • View V Profile
  • View Questions on V
• Veeva Systems Inc. Class A (VEEV $286.59)
  • $286.59 P/E (TTM): 61.41X Cap: $46.97B
  • View VEEV Profile
  • View Questions on VEEV
• DocuSign Inc. (DOCU $68.40)
  • $68.40 P/E (TTM): 53.65X Cap: $13.75B
  • View DOCU Profile
  • View Questions on DOCU

Q: We currently hold the above US stocks listed what would your suggestions be for another stock to add to this list of a more conservative nature but not financial as we currently have enough financial in canada
Thks for your great work
Marse

Upvote 0

Read Answer Asked by Marcel on November 06, 2020

• Global Blood Therapeutics Inc. (GBT)
  • Cap: $4.62B
  • View GBT Profile
  • View Questions on GBT

Q: Opinion on GBT latest results and investment moving forward.

thanks Dave

Upvote 0

Read Answer Asked by Dave on November 06, 2020

• The Trade Desk Inc. (TTD $52.36)
  • $52.36 P/E (TTM): 65.17X Cap: $25.60B
  • View TTD Profile
  • View Questions on TTD

Q: Looks like an impressive quarter out of TTD! What are your thoughts?

Thanks!

Upvote 0

Read Answer Asked by David on November 06, 2020

• General Dynamics Corporation (GD $332.94)
  • $332.94 P/E (TTM): 23.02X Cap: $89.55B
  • View GD Profile
  • View Questions on GD
• Honeywell International Inc. (HON $200.91)
  • $200.91 P/E (TTM): 23.23X Cap: $127.55B
  • View HON Profile
  • View Questions on HON
• TFI International Inc. (TFII $121.18)
  • $121.18 P/E (TTM): 21.25X Cap: $10.06B
  • View TFII Profile
  • View Questions on TFII
  • View Reports on TFII
• Trane Technologies plc (TT $414.14)
  • $414.14 P/E (TTM): 33.23X Cap: $92.15B
  • View TT Profile
  • View Questions on TT
• RTX Corporation (RTX $157.70)
  • $157.70 P/E (TTM): 35.64X Cap: $211.08B
  • View RTX Profile
  • View Questions on RTX

Q: hello 5i:favou
we own the above Industrials. I'd like to add another US stock. Can you suggest 3 of your favourites please, that would diversify within this sector a bit (and why you favour them).
thanks
Paul L

Upvote 0

Read Answer Asked by Paul on November 06, 2020

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
  • View MAXR Profile
  • View Questions on MAXR
  • View Reports on MAXR

Q: Can we have your thoughts on Maxar's 1/4 report.

Thank you

Upvote 0

Read Answer Asked by Greg on November 06, 2020

• Invitae Corporation (NVTA)
  • Cap: $5M
  • View NVTA Profile
  • View Questions on NVTA

Q: Good Morning... your thoughts on NVTA's earnings please, and the company's progress in general.

thanks, Mark

Upvote 0

Read Answer Asked by Mark on November 06, 2020

• Corsair Gaming Inc. (CRSR $7.49)
  • $7.49 Cap: $794M
  • View CRSR Profile
  • View Questions on CRSR

Q: Can I get your opinion on Corsair Gaming?

Upvote 0

Read Answer Asked by Mike on November 06, 2020

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
  • View AYX Profile
  • View Questions on AYX
• Cloudflare Inc. Class A (NET $213.82)
  • $213.82 Cap: $74.51B
  • View NET Profile
  • View Questions on NET

Q: Please comment on the earning. What is the reason for the AYX big price drop afterhours ?Thanks a lot.

Upvote 0

Read Answer Asked by Lai Kuen on November 06, 2020

• Fortinet Inc. (FTNT $83.04)
  • $83.04 P/E (TTM): 34.34X Cap: $63.63B
  • View FTNT Profile
  • View Questions on FTNT
• Fastly Inc. Class A (FSLY $8.23)
  • $8.23 Cap: $1.21B
  • View FSLY Profile
  • View Questions on FSLY

Q: Hello Peter,
Even though both provide security solutions, they cater to different type of clients? Which of these two you think has a better chance of price appreciation from today's price?
Regards
Rajiv

Upvote 0

Read Answer Asked by Rajiv on November 05, 2020

• Micron Technology Inc. (MU $181.60)
  • $181.60 P/E (TTM): 34.53X Cap: $203.83B
  • View MU Profile
  • View Questions on MU
• Advanced Micro Devices Inc. (AMD $214.90)
  • $214.90 P/E (TTM): 134.46X Cap: $348.74B
  • View AMD Profile
  • View Questions on AMD

Q: I have been following AMD and MU for some time now. They have both been expanding their horizons. I am looking for a company with potential for growth and both of these seem to be going in that direction. If you were to buy one today which one would be your choice and why?

Thanks John

Upvote 0

Read Answer Asked by John on November 05, 2020

• Prologis Inc. (PLD $111.23)
  • $111.23 P/E (TTM): 30.93X Cap: $103.22B
  • View PLD Profile
  • View Questions on PLD

Q: Your thoughts on PLD as an investment. Would this be a good time to consider purchasing a position in the stock. How do their financials look and when are their next quarter results due.

Thanks John

Upvote 0

Read Answer Asked by John on November 05, 2020