Investment Q&A

• Teladoc Health Inc. (TDOC $7.52)
  • $7.52 Cap: $1.32B
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Q: any thoughts on this one. Had a qreat quarter but the acquisition seems to be causing a bit of volatility?

Your thoughts - buy on this dip?

Cheers

Upvote 0

Read Answer Asked by kelly on August 28, 2020

• Rackspace Technology Inc. (RXT $1.17)
  • $1.17 Cap: $303M
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Q: Hi Peter,

Can I get an opinion on RXT. I noticed it just IPO'd and hasn't gone up that much in comparison to other high profile US tech IPO's. They probably operate a loss but given the interest from Amazon I am wondering if there is an opportunity for a value play?

Thank you
Mike

Upvote 1

Read Answer Asked by Michael on August 28, 2020

• Salesforce Inc. (CRM $242.44)
  • $242.44 P/E (TTM): 37.94X Cap: $231.77B
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Q: CRM looks like a great growth story. Does it still look attractive at the current prices. Are there any concerns regarding their financials? I have a small position but I am thinking about adding to this to make it a half position after yesterdays results. What are your thoughts?

Upvote 0

Read Answer Asked by Shyam on August 28, 2020

• Fulgent Genetics Inc. (FLGT $21.26)
  • $21.26 Cap: $650M
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Q: Do you recommend holding , buying more or selling this. Is the impact from ABT on this huge. I have heard that their covid business is small compared to other revenues.

Upvote 0

Read Answer Asked by Imtiaz on August 28, 2020

• Veeva Systems Inc. Class A (VEEV $280.61)
  • $280.61 P/E (TTM): 59.58X Cap: $45.85B
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Q: What do you think of veevas latest earnings.

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Read Answer Asked by don on August 28, 2020

• Abbott Laboratories (ABT $131.75)
  • $131.75 P/E (TTM): 16.53X Cap: $229.30B
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• QuidelOrtho Corp Com (QDEL $25.93)
  • $25.93 Cap: $1.76B
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Q: Any news on the massive drop today with QDEL?

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Read Answer Asked by Andrew on August 27, 2020

• Abbott Laboratories (ABT $131.75)
  • $131.75 P/E (TTM): 16.53X Cap: $229.30B
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• Fulgent Genetics Inc. (FLGT $21.26)
  • $21.26 Cap: $650M
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Q: Any reason you can see for the huge drop today? Thanks

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Read Answer Asked by Charles on August 27, 2020

Q: Can I get your opinion and analysis of Trulieve.
Thanks.

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Read Answer Asked by Christopher on August 27, 2020

• Ituran Location and Control Ltd. (ITRN $40.73)
  • $40.73 Cap: $844M
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• Conduent Incorporated (CNDT $2.43)
  • $2.43 P/E (TTM): 22.09X Cap: $402M
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• Zovio Inc. (ZVO)
  • P/E (TTM): -0.1X Cap: $3M
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Q: Please comment on these companies and prospects for the next one year or so. Thanks

Upvote 0

Read Answer Asked by Imtiaz on August 27, 2020

• NVIDIA Corporation (NVDA $180.45)
  • $180.45 P/E (TTM): 58.21X Cap: $4.40T
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Veeva Systems Inc. Class A (VEEV $280.61)
  • $280.61 P/E (TTM): 59.58X Cap: $45.85B
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• JD.com Inc. (JD $31.70)
  • $31.70 P/E (TTM): 8.48X Cap: $46.06B
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• Roku Inc. (ROKU $90.29)
  • $90.29 Cap: $13.30B
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• DocuSign Inc. (DOCU $70.90)
  • $70.90 P/E (TTM): 13.4X Cap: $14.32B
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• CrowdStrike Holdings Inc. (CRWD $427.90)
  • $427.90 Cap: $106.65B
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Q: Hi guys, what a day for Roku. Thanks for recommending that one. I currently hold roku, square, nvda, and docu. I was contemplating taking profits on a few of those winners and moving into other USA growth stocks. Can you give me your top pics at this time? I have a long term timeframe in mind. Thanks as always for your valuable advice.

Jason

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Read Answer Asked by Jason on August 27, 2020

• Apple Inc. (AAPL $231.59)
  • $231.59 P/E (TTM): 35.14X Cap: $3.43T
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• QUALCOMM Incorporated (QCOM $157.85)
  • $157.85 P/E (TTM): 15.25X Cap: $170.32B
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• Xilinx Inc. (XLNX)
  • P/E (TTM): 51.66X Cap: $48.41B
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• American Tower Corporation (REIT) (AMT $206.12)
  • $206.12 P/E (TTM): 74.68X Cap: $96.51B
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• Keysight Technologies Inc. (KEYS $163.40)
  • $163.40 P/E (TTM): 38.27X Cap: $28.12B
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Q: good morning,

I'm reading a lot of rather breathless prose about the potential of 5G and am interested on your thoughts for the potential of this technology. The names that pop up include Apple, Qualcomm, Nokia, Siemens, Skyworks, Crown Castle ( I believe that may have been a 5i suggestion) and even ( gasp) Blackberry. What companies would you suggest are best positioned to take advantage of the projected growth, both US and Canadian. Thanks.

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Read Answer Asked by alex on August 27, 2020

• Box Inc. Class A (BOX $31.59)
  • $31.59 P/E (TTM): 24.49X Cap: $4.57B
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Q: YOUR THOUGHTS ON EARNINGS AND THE FUTURE OF THIS COMPANY? THANK YOU

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Read Answer Asked by John on August 27, 2020

• Skyworks Solutions Inc. (SWKS $74.52)
  • $74.52 P/E (TTM): 29.34X Cap: $11.06B
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• Crown Castle Inc. (CCI $101.69)
  • $101.69 Cap: $44.28B
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• Sea Limited American Depositary Shares each representing one Class A (SE $177.28)
  • $177.28 P/E (TTM): 239.57X Cap: $104.95B
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Q: These have had a run-up but would you recommend at current prices?

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Read Answer Asked by Ron on August 27, 2020

• Apple Inc. (AAPL $231.59)
  • $231.59 P/E (TTM): 35.14X Cap: $3.43T
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• Amazon.com Inc. (AMZN $231.03)
  • $231.03 P/E (TTM): 35.22X Cap: $2.46T
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Q: Both AAPL and AMZN have had really great runs (with AAPL's run a bit stronger). Based on the new valuations, is there one 5i likes better for growth?

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Read Answer Asked by Mike on August 27, 2020

• Stride Inc. (LRN $160.19)
  • $160.19 P/E (TTM): 25.0X Cap: $6.86B
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Q: Today LRN drops about 13%. I see that they have a convertible senior notes offering. Should I hold or sell? Thanks for your advice

Cindy

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Read Answer Asked by Cindy on August 26, 2020

• CryoPort Inc. (CYRX $8.61)
  • $8.61 Cap: $431M
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Q: CYRX took a jump today. I would appreciate your thoughts on where it might go from here.
Thanks
Ian

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Read Answer Asked by Ian on August 26, 2020

• Autodesk Inc. (ADSK $286.73)
  • $286.73 P/E (TTM): 61.4X Cap: $61.36B
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Q: Can you please comment on this company's recently announced earnings. Your overall thoughts on the company would be appreciated and do you see it as a buy. Thank You.

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Read Answer Asked by Brian on August 26, 2020

• Parsons Corporation (PSN $79.55)
  • $79.55 P/E (TTM): 35.69X Cap: $8.49B
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Q: Good day :
Opinion of this name please ?
Thx
Mark

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Read Answer Asked by Mark on August 26, 2020

• Mastercard Incorporated (MA $581.70)
  • $581.70 P/E (TTM): 39.22X Cap: $525.86B
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• Visa Inc. (V $344.47)
  • $344.47 P/E (TTM): 33.64X Cap: $668.25B
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Q: Would you buy Visa or MasterCard at these prices and which would you prefer

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Read Answer Asked by Paul on August 26, 2020

• Mr. Cooper Group Inc. (COOP $191.27)
  • $191.27 P/E (TTM): 21.74X Cap: $12.23B
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Q: Can you please give your opinion on COOP trading at less than 4x earnings in a recessionary environment as far as growth, safety, and capital appreciation. Thanks for your analysis.

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Read Answer Asked by Ian on August 26, 2020