Investment Q&A

• Direxion Work From Home ETF (WFH)
  • P/E (TTM): 30.22X Cap: $14M
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Q: Hi 5i Team:
RE: WFH (Work From Home ETF) from Direxion.
This ETF just came out June 25th .. do not see it in your database.
What is your opinion of the theme of this ETF ?
Would be a satellite holding in my portfolio.
Seems to make a lot of sense in the current COVID-19 environment.
Or could you recommend another ETF or stock that you like the prospects of going forward in this new investing environment ?
Thanks, Steve

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Read Answer Asked by STEVEN on July 08, 2020

• DocuSign Inc. (DOCU $47.59)
  • $47.59 P/E (TTM): 32.96X Cap: $9.43B
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Q: Can you comment on the acquisition of Liveoak? Where do you see Docusign in a year from now, if the virus is behind us?

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Read Answer Asked by Jeff on July 08, 2020

• Pfizer Inc. (PFE $27.05)
  • $27.05 P/E (TTM): 15.83X Cap: $154.76B
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• Verizon Communications Inc. (VZ $47.02)
  • $47.02 P/E (TTM): 9.9X Cap: $198.25B
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• goeasy Ltd. (GSY $130.00)
  • $130.00 P/E (TTM): 9.56X Cap: $2.08B
  • View GSY Profile
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• CGI Inc. (GIB $81.06)
  • $81.06 P/E (TTM): 15.36X Cap: $17.71B
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• RTX Corporation (RTX $196.19)
  • $196.19 P/E (TTM): 40.79X Cap: $263.34B
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Q: I have just trimmed my KXS position and have some money to put to work. I am underweight in the stated companies and would appreciate your input regarding future prospects. Thanks. ram

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Read Answer Asked by Ray on July 07, 2020

• Interpublic Group of Companies Inc. (The) (IPG)
  • P/E (TTM): 17.05X Cap: $8.92B
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Q: Ipg offers a nice dividend. Although by nature their revenues have some cyclicality, do you see long term growth for this company in light of e-commerce and advertizing trends, and are they well positioned enough to recommend the stock for long term hold?

Upvote 1

Read Answer Asked by Daniel on July 07, 2020

• abrdn Total Dynamic Dividend Fund of Beneficial Interest (AOD $10.22)
  • $10.22 P/E (TTM): 29.0X Cap: $1.06B
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Q: good for income at this level ????. risks ??????

Upvote 0

Read Answer Asked by JOSEPH on July 07, 2020

• Akamai Technologies Inc. (AKAM $94.72)
  • $94.72 P/E (TTM): 27.8X Cap: $13.20B
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• Twilio Inc. Class A (TWLO $116.98)
  • $116.98 P/E (TTM): 294.92X Cap: $17.73B
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• Fastly Inc. (FSLY $8.72)
  • $8.72 Cap: $1.30B
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Q: I can only buy one of these three and I'm leaning towards AKAM. Which one would you pick?

Alex

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Read Answer Asked by Alex on July 07, 2020

• Nexstar Media Group Inc. (NXST $240.04)
  • $240.04 P/E (TTM): 13.71X Cap: $6.48B
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Q: Hi
I sent a question on July 1st but have not received an answer. I was wondering what your thoughts are on this company? Would you buy it in to-day's environment?
Also, do you know of a service for US stock similar to your Canadian service?
Thank you
Steve

Upvote 1

Read Answer Asked by Steve on July 07, 2020

• Dropbox Inc (DBX $24.88)
  • $24.88 P/E (TTM): 14.2X Cap: $6.46B
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Q: Can I have your view on this company? Your last comment on Drop Box appears to have been only in 2018. Thanks in advance.

Upvote 0

Read Answer Asked by ANTONY on July 07, 2020

• Dun & Bradstreet Holdings Inc. (DNB $9.15)
  • $9.15 Cap: $4.08B
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Q: Hi 5i,
I would like your opinion Concerning the recent IPO of DNB. Is this a company you would consider for a new investment. Why/why not?
I see most recently that DNB had been taken private last year in 2019 and now has gone public again. Is this an action that raises a warning flag of some type.
Thx

Upvote 1

Read Answer Asked by jim on July 07, 2020

• Miscellaneous (MISC)
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Q: What are your thoughts on WFH ETF
Can you please give me MER. Is it expensive OR fairly price

Thanks for the great service.

Upvote 0

Read Answer Asked by Hector on July 07, 2020

• Skyworks Solutions Inc. (SWKS $61.55)
  • $61.55 P/E (TTM): 23.88X Cap: $9.25B
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• GLOBAL X FDS (SNSR $39.46)
  • $39.46 P/E (TTM): 34.38X Cap: $205M
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• STMicroelectronics N.V. (STM $32.51)
  • $32.51 P/E (TTM): 17.98X Cap: $26.81B
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Q: Which company in your opinion would be the best investment in IoT chip market. I saw a report saying that this market would grow to 525.4 billion by 2025. Thanks Ernie

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Read Answer Asked by Ernie on July 07, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $160.64)
  • $160.64 P/E (TTM): 82.09X Cap: $209.03B
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• Etsy Inc. (ETSY $55.10)
  • $55.10 P/E (TTM): 41.3X Cap: $5.70B
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Q: Hi 5I, how would you compare Etsy and Shopify as to product, valuation (cheap or expensive), balance sheet, management, growth etc. Thanks
Mike

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Read Answer Asked by Michael on July 07, 2020

• Dominion Energy Inc. (D $62.36)
  • $62.36 P/E (TTM): 23.26X Cap: $53.25B
  • View D Profile
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Q: Can you explain why this was down so much even after Warren Buffet made a sizeable investment? Is this because Buffet got a good deal? Why would the company do a move like this?

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Read Answer Asked by Mike on July 07, 2020

• Intercept Pharmaceuticals Inc. (ICPT)
  • Cap: $794M
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Q: Analyst have down graded ICPT and fallen 50% or so. Could not find reason for down grade. Is it worth holding or is it a sell
Thankx
Thomas

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Read Answer Asked by Thomas on July 07, 2020

• Curtiss-Wright Corporation (CW $653.82)
  • $653.82 P/E (TTM): 52.92X Cap: $23.04B
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Q: Hi 5i Team,

Do you have any thoughts about Curtiss-Wright? Seem like good end markets, valuation, not too much debt, free cash flow generation, share count is steady, etc.

I appreciate that you don’t follow them but looking for an alternative to RTX and the like.

Derek

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Read Answer Asked by Derek on July 07, 2020

• Old Dominion Freight Line Inc. (ODFL $196.11)
  • $196.11 P/E (TTM): 40.74X Cap: $43.60B
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Q: Hi folks
I would like to add a bit to my Industrials. What do you think about Old Dominion Freight at this juncture? I believe they have been around since 1934 ish. I am looking for a steady eddie with some growth.
Thank you for all the support you give us every day...

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Read Answer Asked by El-ann on July 07, 2020

• CryoPort Inc. (CYRX $8.62)
  • $8.62 P/E (TTM): 8.81X Cap: $436M
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Q: CYRX seems to have found it's mojo the last few months. What was the catalyst and how far do you think it will go.
Thanks,
Ian

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Read Answer Asked by Ian on July 07, 2020

• NantHealth Inc. (NH)
  • Cap: $10M
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Q: Can you please give me your opinion of this stock?

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Read Answer Asked by Elaine or Gerry on July 07, 2020

• Illumina Inc. (ILMN $117.25)
  • $117.25 P/E (TTM): 27.59X Cap: $18.29B
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• Regeneron Pharmaceuticals Inc. (REGN $780.28)
  • $780.28 P/E (TTM): 18.94X Cap: $82.49B
  • View REGN Profile
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• AbbVie Inc. (ABBV $223.26)
  • $223.26 P/E (TTM): 170.56X Cap: $394.88B
  • View ABBV Profile
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• iShares Global Healthcare ETF (IXJ $99.83)
  • $99.83 P/E (TTM): 26.69X Cap: $4.52B
  • View IXJ Profile
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• State Street Health Care Select Sector SPDR ETF (XLV $156.32)
  • $156.32 P/E (TTM): 23.97X Cap: $41.76B
  • View XLV Profile
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• iShares Biotechnology ETF (IBB $174.37)
  • $174.37 P/E (TTM): 20.63X Cap: $8.66B
  • View IBB Profile
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• iShares U.S. Medical Devices ETF (IHI $58.09)
  • $58.09 P/E (TTM): 30.04X Cap: $3.61B
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• Guardant Health Inc. (GH $105.34)
  • $105.34 Cap: $12.83B
  • View GH Profile
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Q: I have very little healthcare in my portfolio and also need to diversify geographically. There are so many opinions on what types of healthcare to invest in (drugs, medical devices (knees, hips), insurance, pharmacies, etc.) that I am struggling to jump in. What would be your top three healthcare related choices (outside Canada) to invest in for the long term.

Thank you for the great service you provide

Sean

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Read Answer Asked by Sean on July 06, 2020

• Tesla Inc. (TSLA $417.18)
  • $417.18 P/E (TTM): 274.07X Cap: $1.56T
  • View TSLA Profile
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Q: Wow! I did a search for questions for TSLA...not a single question?
So here goes...your thoughts on Tesla please.
Thanks.
T

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Read Answer Asked by Tracey on July 06, 2020