Investment Q&A

• Intel Corporation (INTC $36.81)
  • $36.81 P/E (TTM): 3579.0X Cap: $156.82B
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• NVIDIA Corporation (NVDA $180.26)
  • $180.26 P/E (TTM): 52.01X Cap: $4.32T
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Q: I bought INTC at $49.00. They just announced results that were disappointing. Would you recommend I sell and move into another tech stock? Which one would you recommend. Thanks

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Read Answer Asked by Joanne on October 23, 2020

• Diebold Nixdorf Incorporated (DBD)
  • Cap: $20M
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Q: I believe we have seen this name on ATM equipment . Nobody seems to know much about it.
I see a technical reversal in this stock , and it had a 4.5% uptick on Thursday .
Is this company up-to-date in competing Inside the fin-tech world , or is it just a slow growth , mature business that barely survives by servicing its outdated equipment. ?
thanks , go Jets

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Read Answer Asked by Thomas on October 23, 2020

• PayPal Holdings Inc. (PYPL $61.83)
  • $61.83 P/E (TTM): 12.19X Cap: $57.28B
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• JPMorgan Chase & Co. (JPM $307.64)
  • $307.64 P/E (TTM): 14.75X Cap: $837.47B
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• Visa Inc. (V $333.79)
  • $333.79 P/E (TTM): 32.8X Cap: $642.78B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Hello 5i Team,
Seems that Square is recently facing much more competition. Just in the last two days, JP Morgan has launched "Quick Accept", Visa has announced "Tap to Phone" and Paypal is opening up their network to cryptocurrencies. Is the big run over for Square, and would you recommend possibly switching to Paypal within the payments space, given these announcements? Thanks. Brad

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Read Answer Asked by Bradley on October 22, 2020

• Tractor Supply Company (TSCO $54.63)
  • $54.63 P/E (TTM): 25.51X Cap: $28.86B
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Q: I see TSCO is down substantially today despite, what I thought, were good numbers.
Is this time to take a nice profit?
I have a number of other ideas but am fully invested.
Do you think this is a GREAT company, or can I do better elsewhere?

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Read Answer Asked by Kyle on October 22, 2020

• Enphase Energy Inc. (ENPH $27.82)
  • $27.82 P/E (TTM): 18.34X Cap: $3.62B
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Q: Good morning: since your last comment on Enphase the company has dropped quite significantly. I only bought in a week ago, so wondering if I should continue to hold or should take the loss. Thanks for your comments.

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Read Answer Asked by Lesley on October 22, 2020

• Warner Bros Discovery Inc Com Ser A (DISCA)
  • P/E (TTM): 16.2X Cap: $12.71B
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Q: Hello There,

Can you share your thoughts about DISCA stock? I personally finding it a great value stock with earning yield above 16%. However looking at its trend, it doesn't seem to gaining anyone's attention for quite sometime.

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Read Answer Asked by Chandan on October 22, 2020

• Booz Allen Hamilton Holding Corporation (BAH $83.25)
  • $83.25 P/E (TTM): 12.77X Cap: $10.09B
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• Palantir Technologies Inc. (PLTR $165.77)
  • $165.77 P/E (TTM): 545.17X Cap: $395.10B
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Q: Hi 5i,

Are these two in the same space? If you could only own one, which would you choose?

TIA!

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Read Answer Asked by Wayne on October 22, 2020

• Ameresco Inc. Class A (AMRC $34.65)
  • $34.65 P/E (TTM): 27.58X Cap: $1.82B
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Q: Hello 5i, could I have your assessment of Ameresco with regards to its growth prospects/ debt etc.
Thank you so much!!
Dave

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Read Answer Asked by Dave on October 22, 2020

Q: What do you think of gdv Thanks Phil

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Read Answer Asked by philip on October 22, 2020

• NVIDIA Corporation (NVDA $180.26)
  • $180.26 P/E (TTM): 52.01X Cap: $4.32T
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• Constellation Software Inc. (CSU $3,420.00)
  • $3,420.00 P/E (TTM): 77.12X Cap: $72.47B
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• WSP Global Inc. (WSP $245.61)
  • $245.61 P/E (TTM): 35.96X Cap: $31.89B
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• Kinaxis Inc. (KXS $176.66)
  • $176.66 P/E (TTM): 103.68X Cap: $4.95B
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• goeasy Ltd. (GSY $132.21)
  • $132.21 P/E (TTM): 9.2X Cap: $2.12B
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• Atlassian Corporation (TEAM $148.03)
  • $148.03 Cap: $39.21B
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• Veeva Systems Inc. Class A (VEEV $240.67)
  • $240.67 P/E (TTM): 46.77X Cap: $39.56B
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• The Trade Desk Inc. (TTD $39.11)
  • $39.11 P/E (TTM): 44.93X Cap: $18.91B
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• Roku Inc. (ROKU $95.63)
  • $95.63 Cap: $14.12B
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Q: Which US and Canadian stocks do you think are the closest to "must owns" for growth investors today?

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Read Answer Asked by Patrick on October 22, 2020

• iRobot Corporation (IRBT $1.65)
  • $1.65 Cap: $48M
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Q: Haven't seen a question on this one in a while, what are you current thoughts?

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Read Answer Asked by Danielle on October 22, 2020

• Wayfair Inc. Class A (W $112.55)
  • $112.55 Cap: $14.66B
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Q: Hi group what the heck is going on with W - its earnings are not being reported until Nov 3 yey it dropped 9% today - what the chances of info getting out ahead of earnings?- it sure smells fishy I know you do not follow US that close but could you comment on today trading I am still up but am nervous that the results on the 3rd are not going to meet expectations Appreciate your thoughts

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Read Answer Asked by Terence on October 21, 2020

• American Well Corporation Class A (AMWL $4.11)
  • $4.11 Cap: $66M
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Q: Hello can you please tell me level of debt? Insider ownership?
How does their offering differ from Teladoc? Are they currently limited to US? Google invested $100,000,000 will their be integration with Google and and various entities going forward?

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Read Answer Asked by Cory on October 21, 2020

• Meta Platforms Inc. (META $633.61)
  • $633.61 P/E (TTM): 27.15X Cap: $1.59T
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• Twitter Inc. (TWTR)
  • Cap: $41.09B
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• Snap Inc. Class A (SNAP $7.61)
  • $7.61 Cap: $13.13B
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• Pinterest Inc. Class A (PINS $25.57)
  • $25.57 P/E (TTM): 8.83X Cap: $17.27B
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Q: Good morning to the best investing guys ever.
I'm interested in the above. PINS , SNAP are soaring this morning. Which is your fav? OR are there others in the space you prefer? Should I wait and watch before I hit the buy button?
Thanks for keeping me on track and doing well for 6 and a half years.

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Read Answer Asked by El-ann on October 21, 2020

• Mondelez International Inc. (MDLZ $57.21)
  • $57.21 P/E (TTM): 21.04X Cap: $72.94B
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• Coca-Cola Company (The) (KO $72.88)
  • $72.88 P/E (TTM): 24.12X Cap: $313.50B
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• Diageo plc (DEO $90.64)
  • $90.64 P/E (TTM): 21.45X Cap: $50.78B
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Q: Hello
I own three consumer staples in US market.
In the last year Mondelez has much out-performed Coke and Diageo by a long shot. But If I go to a five year chart they all performed equally well.

Do estimates point to Mondelez out-performing the other two in the next year or two? The reason I ask is I am wondering if I should just hold Mondelez since the Coke and Diageo are not performing well of late.

Long term investment hold, 20 years plus.

Thank you
Stephane

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Read Answer Asked by Stephane on October 21, 2020

Q: Your thoughts on PPSI

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Read Answer Asked by George on October 21, 2020

• Palantir Technologies Inc. (PLTR $165.77)
  • $165.77 P/E (TTM): 545.17X Cap: $395.10B
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Q: Hi team,I am thinking about pulling the trigger on either PLTR or SSSS.
They are both interesting companies but with a high volatility.
Which one would you pick and why?what is the relationship at this moment between the two companies.Do SSSS still own a fair chunk of PLTR and was lousy IPO of PLTR warranted for SSSS price to drop that much?

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Read Answer Asked by Josh on October 21, 2020

• Horizon Therapeutics Public Limited Company (HZNP)
  • P/E (TTM): 41.71X Cap: $26.63B
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Q: What's your take on the Horizons share price in the last week? There was good news about a phase 2 trial but the share price doesn't reflect that.
Thanks.

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Read Answer Asked by Ken on October 21, 2020

• Magna International Inc. (MG $68.58)
  • $68.58 P/E (TTM): 13.29X Cap: $19.32B
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• Tesla Inc. (TSLA $426.58)
  • $426.58 P/E (TTM): 278.52X Cap: $1.41T
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• Aptiv PLC (APTV $76.83)
  • $76.83 P/E (TTM): 57.0X Cap: $16.60B
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Q: I am interested in an electric vehicle stock investment. What stocks currently appear to have the best growth potential?

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Read Answer Asked by William on October 21, 2020

• eXp World Holdings Inc. (EXPI $11.50)
  • $11.50 Cap: $1.82B
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Q: Good Morning... EXPI seems like an interesting company. Could you give us some further color on what you like about it short and long term.

thanks, Mark

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Read Answer Asked by Mark on October 21, 2020