Investment Q&A

• Fulgent Genetics Inc. (FLGT $30.85)
  • $30.85 Cap: $947M
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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.

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Read Answer Asked by Imtiaz on August 28, 2020

• Veeva Systems Inc. Class A (VEEV $239.95)
  • $239.95 P/E (TTM): 50.22X Cap: $38.75B
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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 $128.05)
  • $128.05 P/E (TTM): 16.07X Cap: $221.16B
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• QuidelOrtho Corp Com (QDEL $28.14)
  • $28.14 Cap: $1.80B
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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 $128.05)
  • $128.05 P/E (TTM): 16.07X Cap: $221.16B
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• Fulgent Genetics Inc. (FLGT $30.85)
  • $30.85 Cap: $947M
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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 $40.78)
  • $40.78 Cap: $717M
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• Conduent Incorporated (CNDT $1.90)
  • $1.90 Cap: $285M
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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

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Read Answer Asked by Imtiaz on August 27, 2020

• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
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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 $239.95)
  • $239.95 P/E (TTM): 50.22X Cap: $38.75B
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• JD.com Inc. (JD $29.14)
  • $29.14 P/E (TTM): 7.67X Cap: $42.23B
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• Roku Inc. (ROKU $94.88)
  • $94.88 Cap: $13.82B
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• DocuSign Inc. (DOCU $67.96)
  • $67.96 P/E (TTM): 49.17X Cap: $13.25B
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• CrowdStrike Holdings Inc. (CRWD $512.34)
  • $512.34 Cap: $127.18B
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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 $276.97)
  • $276.97 P/E (TTM): 36.3X Cap: $4.07T
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• QUALCOMM Incorporated (QCOM $163.30)
  • $163.30 P/E (TTM): 32.59X Cap: $174.89B
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• Xilinx Inc. (XLNX)
  • P/E (TTM): 51.66X Cap: $48.41B
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• American Tower Corporation (REIT) (AMT $179.76)
  • $179.76 P/E (TTM): 28.64X Cap: $84.06B
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• Keysight Technologies Inc. (KEYS $195.46)
  • $195.46 P/E (TTM): 54.83X Cap: $30.53B
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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 $30.00)
  • $30.00 P/E (TTM): 24.44X Cap: $4.35B
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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 $63.51)
  • $63.51 P/E (TTM): 20.39X Cap: $9.37B
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• Crown Castle Inc. (CCI $89.40)
  • $89.40 Cap: $38.76B
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• Sea Limited American Depositary Shares each representing one Class A (SE $136.29)
  • $136.29 P/E (TTM): 177.49X Cap: $80.73B
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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 $276.97)
  • $276.97 P/E (TTM): 36.3X Cap: $4.07T
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• Amazon.com Inc. (AMZN $229.67)
  • $229.67 P/E (TTM): 31.17X Cap: $2.41T
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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 $62.96)
  • $62.96 P/E (TTM): 10.23X Cap: $2.77B
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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 $9.69)
  • $9.69 Cap: $475M
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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 $294.43)
  • $294.43 P/E (TTM): 60.21X Cap: $61.73B
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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 $84.21)
  • $84.21 P/E (TTM): 37.62X Cap: $8.84B
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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 $546.47)
  • $546.47 P/E (TTM): 34.55X Cap: $482.98B
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• Visa Inc. (V $334.53)
  • $334.53 P/E (TTM): 32.15X Cap: $634.14B
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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)
  • P/E (TTM): 24.09X Cap: $13.48B
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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

• Micron Technology Inc. (MU $224.53)
  • $224.53 P/E (TTM): 27.32X Cap: $251.35B
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• Baidu Inc. (BIDU $117.88)
  • $117.88 P/E (TTM): 11.99X Cap: $40.98B
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• Ambarella Inc. (AMBA $90.97)
  • $90.97 Cap: $3.73B
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• GLOBAL X FDS (FINX $29.65)
  • $29.65 P/E (TTM): 31.75X Cap: $254M
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• Sonos Inc. (SONO $18.48)
  • $18.48 Cap: $2.12B
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• VanEck Vectors Video Gaming and eSports ETF (ESPO $109.49)
  • $109.49 P/E (TTM): 61.97X Cap: $410M
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Q: I am thinking of adding the following positions to my portfolio at about 2.5% each, would like your opinion on prospects for the following companies: bidi (Baidu); SONO; Mu (Micron); AMBA (Ambarella);; espo (VanEck e gaming etf); find (global fintech etf). These are all a play on the 5G rollout/stay at home revolution/play at home, your comments would be most welcome

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Read Answer Asked by John on August 26, 2020

• Veeva Systems Inc. Class A (VEEV $239.95)
  • $239.95 P/E (TTM): 50.22X Cap: $38.75B
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Q: Why do you like Veev so much?how do you see them going forward?

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Read Answer Asked by Jack on August 26, 2020

• Kamada Ltd. (KMDA $6.80)
  • $6.80 Cap: $398M
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Q: Would appreciate your thoughts on these 3. Thanks as always!

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Read Answer Asked by Austin on August 26, 2020