Investment Q&A

• StoneCo Ltd. (STNE $14.89)
  • $14.89 Cap: $4.04B
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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 $3,324.75)
  • $3,324.75 P/E (TTM): 76.06X Cap: $70.45B
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• Roku Inc. (ROKU $111.17)
  • $111.17 Cap: $16.42B
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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 $57.66)
  • $57.66 P/E (TTM): 11.72X Cap: $53.94B
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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 $67.40)
  • $67.40 P/E (TTM): 38.23X Cap: $26.28B
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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 $100.73)
  • $100.73 P/E (TTM): 24.94X Cap: $1.27B
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• BMO S&P 500 Index ETF (ZSP $106.10)
  • $106.10 P/E (TTM): 25.8X Cap: $22.02B
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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 $170.77)
  • $170.77 P/E (TTM): 33.61X Cap: $20.17B
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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 $44.29)
  • $44.29 P/E (TTM): 2.2X Cap: $7.13B
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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 $32.89)
  • $32.89 Cap: $1.96B
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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 $13.42)
  • $13.42 Cap: $2.15B
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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)
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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

• BILL Holdings Inc. (BILL $54.48)
  • $54.48 Cap: $5.54B
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Q: Hello 5i
Could I have your analysis of Bill.com please?
In January you said you needed to see execution to justify the lofty valuation. They reported Feb 6.
Thanks
Dave

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Read Answer Asked by Dave on May 07, 2020

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X
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• Microsoft Corporation (MSFT $479.28)
  • $479.28 P/E (TTM): 34.0X Cap: $3.56T
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• Thermo Fisher Scientific Inc (TMO $618.86)
  • $618.86 P/E (TTM): 35.04X Cap: $232.51B
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Q: I currently own both these 2 stocks for a 4% weight and have done well so far. I was wondering if I should sell 1 % of each and then buy MFST for a 2% weight. What do you think the comfortable weight of these 2 stocks should be? What % would you hold in a portfolio if 5i had a US portfolio? Do you feel that there is a better US stock than MFST for purchase at this time for a retired person?
Thanks

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Read Answer Asked on May 07, 2020

• Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (GSLC $134.58)
  • $134.58 P/E (TTM): 25.32X Cap: $15.27B
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Q: This large cap active managed ETF has a very low MER, and has help up well. What's your take?

John

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Read Answer Asked by John on May 06, 2020

• Roku Inc. (ROKU $111.17)
  • $111.17 Cap: $16.42B
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Q: What sustainable advantages does ROKU have vis a vis its competitors and which 2 or 3 companies are its top competitors?

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Read Answer Asked by JAMES on May 06, 2020

• EverQuote Inc. (EVER $25.73)
  • $25.73 P/E (TTM): 17.53X Cap: $925M
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Q: What do you think of this co. now?

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Read Answer Asked by claudette on May 06, 2020

• Adobe Inc. (ADBE $333.95)
  • $333.95 P/E (TTM): 20.29X Cap: $139.79B
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• Amazon.com Inc. (AMZN $247.38)
  • $247.38 P/E (TTM): 34.79X Cap: $2.64T
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• Salesforce Inc. (CRM $259.94)
  • $259.94 P/E (TTM): 34.78X Cap: $243.56B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 147.76X Cap: $298.03B
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• Atlassian Corporation (TEAM $146.42)
  • $146.42 Cap: $38.52B
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• Veeva Systems Inc. Class A (VEEV $240.12)
  • $240.12 P/E (TTM): 47.01X Cap: $39.47B
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• ServiceNow Inc. (NOW $141.80)
  • $141.80 P/E (TTM): 17.66X Cap: $147.24B
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• The Trade Desk Inc. (TTD $37.29)
  • $37.29 P/E (TTM): 42.87X Cap: $18.03B
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• Paycom Software Inc. (PAYC $157.17)
  • $157.17 P/E (TTM): 19.58X Cap: $8.84B
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• JD.com Inc. (JD $29.45)
  • $29.45 P/E (TTM): 7.73X Cap: $42.79B
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• Rapid7 Inc. (RPD $14.09)
  • $14.09 P/E (TTM): 40.66X Cap: $922M
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• DocuSign Inc. (DOCU $68.81)
  • $68.81 P/E (TTM): 48.81X Cap: $13.78B
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• RingCentral Inc. Class A (RNG $29.88)
  • $29.88 P/E (TTM): 207.0X Cap: $2.51B
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• Alteryx Inc. Class A (AYX)
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• DexCom Inc. (DXCM $67.40)
  • $67.40 P/E (TTM): 38.23X Cap: $26.28B
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• Qualys Inc. (QLYS $133.15)
  • $133.15 P/E (TTM): 25.84X Cap: $4.77B
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• Repligen Corporation (RGEN $166.82)
  • $166.82 P/E (TTM): 16905.0X Cap: $9.39B
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• Match Group Inc. (MTCH $32.22)
  • $32.22 P/E (TTM): 15.26X Cap: $7.60B
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• PDD Holdings Inc. (PDD $120.55)
  • $120.55 P/E (TTM): 11.2X Cap: $171.13B
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• Palomar Holdings Inc. (PLMR $128.69)
  • $128.69 P/E (TTM): 20.27X Cap: $3.42B
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• Five9 Inc. (FIVN $19.86)
  • $19.86 P/E (TTM): 51.03X Cap: $1.55B
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• Beyond Meat Inc. (BYND $0.98)
  • $0.98 Cap: $442M
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• Chewy Inc. Class A (CHWY $32.17)
  • $32.17 P/E (TTM): 62.88X Cap: $13.35B
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• Freshpet Inc. (FRPT $64.06)
  • $64.06 P/E (TTM): 93.83X Cap: $3.12B
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Q: I have these companies in my high revenue portfolio. It has been performing well. In these changing times, I find myself switching to companies that have high revenue growth and will not be affected by closure. Any expert thoughts or input would be appreciated.

FRPT - Freshpet is not in your database.

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Read Answer Asked by Terry on May 06, 2020