Investment Q&A

• The Rubicon Project Inc. (RUBI)
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Q: Good morning 5i,

Can you give the results some color?

TIA!

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Read Answer Asked by Wayne on May 08, 2020

• Cencora Inc Com (ABC)
  • P/E (TTM): 21.48X Cap: $36.38B
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Q: ABC reported 2nd Qtr this morning. I would appreciate your reaction and thoughts about this stock. Also; do you think covid-19 has any impact on this company's results.
Thanks as always for your great advice.
Ian

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Read Answer Asked by Ian on May 08, 2020

• Atlassian Corporation (TEAM $166.21)
  • $166.21 Cap: $44.37B
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Q: I would like to start a position in TEAM. What do you think of it’s current valuation? Wait for pullback?
Thanks

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Read Answer Asked by Curtis on May 08, 2020

Q: Hello 5i,
Please tell me what you can about this small(tiny) US company.
It has had an impressive run and their technology sounds like it has great potential.
Thanks
Dave

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Read Answer Asked by Dave on May 08, 2020

• International Business Machines Corporation (IBM $241.28)
  • $241.28 P/E (TTM): 38.79X Cap: $223.05B
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• CGI Inc. (GIB $95.14)
  • $95.14 P/E (TTM): 17.15X Cap: $21.11B
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Q: I hold IBM for many years but it doesn't perform well, would you like the idea to trim IBM and purchase CGI in the current market. Thank you for your service.

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Read Answer Asked by David on May 08, 2020

• Apple Inc. (AAPL $230.56)
  • $230.56 P/E (TTM): 35.14X Cap: $3.42T
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• Amazon.com Inc. (AMZN $228.01)
  • $228.01 P/E (TTM): 35.22X Cap: $2.46T
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• Alphabet Inc. (GOOG $202.49)
  • $202.49 P/E (TTM): 21.85X Cap: $2.47T
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• Intuitive Surgical Inc. (ISRG $479.20)
  • $479.20 P/E (TTM): 66.89X Cap: $172.52B
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• Microsoft Corporation (MSFT $509.77)
  • $509.77 P/E (TTM): 38.14X Cap: $3.84T
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• Salesforce Inc. (CRM $246.00)
  • $246.00 P/E (TTM): 37.94X Cap: $233.23B
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• Honeywell International Inc. (HON $216.74)
  • $216.74 P/E (TTM): 24.66X Cap: $137.39B
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Q: I have these equities in my US Margin Account. I would like to raise some additional cash ... just in case. Which of above would you trim first. Are there any which should be sold for a tax loss if possible such as CRM and ISRG, where I am slightly negativ.
Thanks for your answer
Albert

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Read Answer Asked by ALBERT on May 08, 2020

• StoneCo Ltd. (STNE $14.93)
  • $14.93 Cap: $4.19B
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Q: Your thoughts on this company and the move to digital payments with paypals beat and trend, and maybe the effects on visa and master card.

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Read Answer Asked by dennis on May 08, 2020

• Constellation Software Inc. (CSU $4,334.02)
  • $4,334.02 P/E (TTM): 107.98X Cap: $93.12B
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• Roku Inc. (ROKU $88.80)
  • $88.80 Cap: $13.08B
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Q: Comments please on the latest earnings of Constellation and Roku.
Thank you

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Read Answer Asked by Marty on May 08, 2020

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Could you please comment on their results and outlook?

Thanks,
Milan

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Read Answer Asked by Milan on May 07, 2020

• PayPal Holdings Inc. (PYPL $69.05)
  • $69.05 P/E (TTM): 14.86X Cap: $66.42B
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Q: IN FEB. 2020 I SOLD VISA , THINKING I WOULD BUY PAYPAL BUT I NEVER DID. IS IT TOO LATE TO BUY PAYPAL NOW? HERBERT

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Read Answer Asked by Herbert on May 07, 2020

• DexCom Inc. (DXCM $80.90)
  • $80.90 P/E (TTM): 56.61X Cap: $31.69B
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Q: Hi, I know you don't follow this company but can you provide your thoughts on how expensive its, growth outlook, debt level and general thoughts you might have on if it is attractive?
Thank you

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Read Answer Asked by Max on May 07, 2020

• Air Transport Services Group Inc (ATSG)
  • P/E (TTM): 56.2X Cap: $1.48B
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Q: I am looking to add some Industrials to my US holdings and wondered if Air Transport Services Group might be a likely candidate. Does it have the same ability to move as Cargojet (no pun intended!) and be a viable addition for some time to come? Is there "balance sheet strength" to this one?

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Read Answer Asked by Sylvia on May 07, 2020

• BMO MSCI USA High Quality Index ETF (ZUQ $91.16)
  • $91.16 P/E (TTM): 79.8X Cap: $1.16B
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• BMO S&P 500 Index ETF (ZSP $97.21)
  • $97.21 P/E (TTM): 80.29X Cap: $19.43B
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Q: Hi Peter & 5i, Hope you are keeping safe. Is there any overlap with ZSP & ZUQ, is it okay to have both in a portfolio. Also what do you think of OGIG in a portfolio for the Tech sector. It has 65% in the USA, 20% in Hong Kong. Thanks for the great work.
Ivan

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Read Answer Asked by Ivan on May 07, 2020

• C.H. Robinson Worldwide Inc. (CHRW $123.82)
  • $123.82 P/E (TTM): 27.55X Cap: $14.52B
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Q: Thoughts on this US Logistics company. Retiree looking for a bit of growth and a dividend?

Cheers

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Read Answer Asked by kelly on May 07, 2020

• Fluor Corporation (FLR $41.27)
  • $41.27 P/E (TTM): 3.97X Cap: $6.67B
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Q: Hello,

it has been a year since you last commented on Fluor. At the time, it was trading around $30 and had a healthy dividend yield but going through a transition that dropped its share price. Much more has changed recently, including suspension of the dividend May 1. It's now trading under $10.

I'd appreciate hearing your thoughts on it now as a possible recovery play.

Appreciate your insights as always.

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Read Answer Asked by Marc on May 07, 2020

• Medgold Resources Corp. (MED $0.01)
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Q: What is your opinion on this company? I bought a small position at $85. Earnings just came out, and the stock is soaring. Good long term hold?

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Read Answer Asked by Ed on May 07, 2020

• SolarEdge Technologies Inc. (SEDG $31.99)
  • $31.99 Cap: $1.89B
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Q: Morning guys:
Please comment on recent quarter.
Thx
Mark

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Read Answer Asked by Mark on May 07, 2020

• DHT Holdings Inc. (DHT $10.72)
  • $10.72 Cap: $1.76B
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Q: DHT earnings metrics were up massively, and they increased the dividend for a forward yield of 20%. Rates for their ships for this quarter are almost double the Q just reported. Is this not a pretty solid buy at this point?

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Read Answer Asked by Rick on May 07, 2020

• Pluralsight Inc. (PS $22.45)
  • $22.45 Cap: $6.66B
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Q: Could you please give your opinion of this company and whether or not you feel it would be a good growth buy at this price.
Many thanks as always

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Read Answer Asked by Alexandra on May 07, 2020

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Hi Guys,
The after market doesn't like the 1Q numbers for AYX. What are your thoughts? I have a full position. Would you recommend hold or sell some or all?
Thanks,
Dennis

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Read Answer Asked by Dennis on May 07, 2020