Investment Q&A

• GoodRx Holdings Inc. (GDRX $4.27)
  • $4.27 P/E (TTM): 47.84X Cap: $1.52B
  • View GDRX Profile
  • View Questions on GDRX

Q: You cannot watch any American tv without seeing a goodrx ad. I bought a small position on its first day. Is it too early for 5i to form an opinion.

Upvote 0

Read Answer Asked by Leon on October 01, 2020

• SuRo Capital Corp. (SSSS $9.24)
  • $9.24 P/E (TTM): 5.1X Cap: $220M
  • View SSSS Profile
  • View Questions on SSSS
• Palantir Technologies Inc. (PLTR $175.44)
  • $175.44 P/E (TTM): 618.23X Cap: $416.20B
  • View PLTR Profile
  • View Questions on PLTR

Q: Hi 5i, I own SSSS, Would you sell SSSS and buy instead PLTR.
Is there a compelling reason to own SSSS ? or both.
thank you

Upvote 0

Read Answer Asked by Fernando on October 01, 2020

• Byrna Technologies Inc Com (New) (BYRN $30.50)
  • $30.50 P/E (TTM): 43.17X Cap: $693M
  • View BYRN Profile
  • View Questions on BYRN

Q: Hi, do you have any comment on this small cap company? thanks.

Upvote 0

Read Answer Asked by victor on October 01, 2020

• Stride Inc. (LRN $144.57)
  • $144.57 P/E (TTM): 24.34X Cap: $6.30B
  • View LRN Profile
  • View Questions on LRN

Q: LRN stock price just keep falling, is there a concern ? Thanks a lot.

Upvote 0

Read Answer Asked by Lai Kuen on October 01, 2020

• Becton Dickinson and Company (BDX $186.56)
  • $186.56 P/E (TTM): 34.48X Cap: $53.47B
  • View BDX Profile
  • View Questions on BDX
• Medtronic plc. (MDT $95.45)
  • $95.45 P/E (TTM): 26.66X Cap: $122.43B
  • View MDT Profile
  • View Questions on MDT

Q: Looking to buy one of these, which would you select. Than-you.

Upvote 0

Read Answer Asked by Albert on October 01, 2020

• Tortoise Acquisition Corp. Class A (SHLL)
  • P/E (TTM): 3109.2X Cap: $1.39B
  • View SHLL Profile
  • View Questions on SHLL

Q: Peter,

Do you have an opinion / information on Tortoise (NYSE- SHLL) and the upcoming merger with Hyllion.

Thanks

Paul

Upvote 0

Read Answer Asked by paul on October 01, 2020

• Omnicom Group Inc. (OMC $76.50)
  • $76.50 P/E (TTM): 11.12X Cap: $14.81B
  • View OMC Profile
  • View Questions on OMC

Q: Any thoughts on this company?

Seems cheap and also dividend seems nice and plump.

Upvote 0

Read Answer Asked by Eugene on October 01, 2020

• 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
• Simulations Plus Inc. (SLP $14.76)
  • $14.76 Cap: $297M
  • View SLP Profile
  • View Questions on SLP

Q: Sorry for asking about two US companies but I've noticed you're bullish on VEEV and recently SLP showed up in one of your responses.

Are these not similar companies? Briefly, what differentiates therm, and do you have a preference? Would you own both?

Cam

Upvote 0

Read Answer Asked by Cameron on October 01, 2020

• Microsoft Corporation (MSFT $510.96)
  • $510.96 P/E (TTM): 38.3X Cap: $3.79T
  • View MSFT Profile
  • View Questions on MSFT
• Apple Hospitality REIT Inc. (APLE $11.31)
  • $11.31 P/E (TTM): 15.09X Cap: $2.68B
  • View APLE Profile
  • View Questions on APLE

Q: Note U have made any recommendation for the last few months. Now that the FAANG plus MSFT have recently corrected quite a lot,I am thinking of buying MSFT &/or APPL.Your opinion please .Txs for u usual great services & views

Upvote 0

Read Answer Asked by Peter on October 01, 2020

• Air Products and Chemicals Inc. (APD $257.08)
  • $257.08 P/E (TTM): 37.79X Cap: $57.21B
  • View APD Profile
  • View Questions on APD
• Linde plc (LIN $453.82)
  • $453.82 P/E (TTM): 32.59X Cap: $212.80B
  • View LIN Profile
  • View Questions on LIN

Q: Which of these two companies would you prefer now and why? Thanks for your service!

Upvote 0

Read Answer Asked by Michael on September 30, 2020

• JFrog Ltd. (FROG $46.01)
  • $46.01 Cap: $5.61B
  • View FROG Profile
  • View Questions on FROG

Q: This company recently did an IPO and its share price is increasing nicely. Can you provide a quick synopsis of the metrics for this firm and its future prospects?

Appreciate your insight.

Paul F.

Upvote 0

Read Answer Asked by Paul on September 30, 2020

• Sunrun Inc. (RUN $18.80)
  • $18.80 Cap: $4.33B
  • View RUN Profile
  • View Questions on RUN

Q: RUN seems to run up every day. Too late to get in? I do hold TAN, but it crawls up.
Thanks! :)

Upvote 0

Read Answer Asked by Austin on September 30, 2020

• Innodata Inc. (INOD $83.28)
  • $83.28 P/E (TTM): 71.66X Cap: $2.65B
  • View INOD Profile
  • View Questions on INOD

Q: Peter and His Wonder Team
This company has spiked 35% today on high volume...something must be happening...any news? Your comments please.

Upvote 1

Read Answer Asked by Ernest on September 29, 2020

• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.72X Cap: $2.30T
  • View AMZN Profile
  • View Questions on AMZN

Q: I am looking at investing a small amount in Amazon, just for the heck of it and because I use it regularly (I am retired and living off Canadian dividends). Despite the stock growth in 2020, is this a good time to do so? Is there a seasonality pattern I should be aware of, e.g. around Prime day, Thanksgiving, etc.? Thanks.

Upvote 0

Read Answer Asked by Martin on September 29, 2020

• Virgin Galactic Holdings, Inc. (SPCE $4.09)
  • $4.09 Cap: $234M
  • View SPCE Profile
  • View Questions on SPCE

Q: Hi Peter and Rayan,
Like to know your thoughts and valuation of this company. Do you think it has future potential?
Thanks

Upvote 0

Read Answer Asked by Yousef on September 29, 2020

• Scotts Miracle-Gro Company (The) (SMG $55.48)
  • $55.48 P/E (TTM): 68.77X Cap: $3.20B
  • View SMG Profile
  • View Questions on SMG

Q: Do you have any current comments on Scott's or other US cannabis stocks?
Thanks, Doug

Upvote 0

Read Answer Asked by Douglas on September 29, 2020

• Wix.com Ltd. (WIX $134.15)
  • $134.15 Cap: $7.46B
  • View WIX Profile
  • View Questions on WIX

Q: What are your thoughts about this company ? Thanks.

Upvote 0

Read Answer Asked by Norman on September 29, 2020

• Vanguard Growth ETF (VUG $470.44)
  • $470.44 P/E (TTM): 38.52X Cap: $171.47B
  • View VUG Profile
  • View Questions on VUG

Q: Would you have any ETF or Mutual fund that compare to this Vanguard US Growth fund investor Shares (VWUSX). It seems that Vanguard does not sell this fund in Canada, Thanks

Upvote 0

Read Answer Asked by Saad on September 28, 2020

• Nuance Communications Inc. (NUAN)
  • Cap: $17.88B
  • View NUAN Profile
  • View Questions on NUAN

Q: What is your opinion of Nuance? It seems to be doing well since early this year.
Thanks for your input.
John

Upvote 0

Read Answer Asked by John on September 28, 2020

• Real Matters Inc. (REAL $7.27)
  • $7.27 Cap: $539M
  • View REAL Profile
  • View Questions on REAL
  • View Reports on REAL
• SVB Financial Group (SIVB)
  • P/E (TTM): 4.2X Cap: $6.27B
  • View SIVB Profile
  • View Questions on SIVB
• Cannae Holdings Inc. (CNNE $18.07)
  • $18.07 Cap: $1.01B
  • View CNNE Profile
  • View Questions on CNNE
• SciPlay Corporation (SCPL)
  • P/E (TTM): 4.46X Cap: $2.86B
  • View SCPL Profile
  • View Questions on SCPL
• BellRing Brands Inc. (BRBR $34.13)
  • $34.13 P/E (TTM): 20.31X Cap: $4.29B
  • View BRBR Profile
  • View Questions on BRBR

Q: Please suggest your top 5 non-dividend paying value stocks. And I stress non-dividend paying for tax reasons. Thanks very much.

Upvote 0

Read Answer Asked by David on September 28, 2020