Investment Q&A

• Altaba Inc. (AABA)
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Q: I own shares of AABA. Not exactly sure of their announcement of dissolution of the fund. should I sell my shares?

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Read Answer Asked by Anthony on September 24, 2019

• Roku Inc. (ROKU $88.80)
  • $88.80 Cap: $13.08B
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• Paysign Inc. (PAYS $5.23)
  • $5.23 P/E (TTM): 45.17X Cap: $284M
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Q: Hello 5i Team,

I was too late buying into both Roku and Pays and am now considerably underwater on both. Are either worth the long wait for a rebound, or is it time to cut and run? Thank you.

Brad

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Read Answer Asked by Bradley on September 23, 2019

• Spotify Technology S.A. (SPOT $719.35)
  • $719.35 Cap: $148.41B
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Q: Hi Everyone at 5i! What are your thoughts on Spotify as a long term hold? Would there be other names in the same field with a better growth potential ? Cheer, Tamara

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Read Answer Asked by Tamara on September 23, 2019

• Teledyne Technologies Incorporated (TDY $543.15)
  • $543.15 P/E (TTM): 29.58X Cap: $25.46B
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Q: Hello Team,
Could you give me your opinion on this company and is it a buy at this time.
Thank You,
Barry

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Read Answer Asked by Barry on September 20, 2019

• Roku Inc. (ROKU $88.80)
  • $88.80 Cap: $13.08B
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Q: Lots of negative news regarding Roku lately. Has your opinion on changed? Do you see increased competition as a major hurdle moving forward?
Thank you

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Read Answer Asked by Marty on September 20, 2019

• Roku Inc. (ROKU $88.80)
  • $88.80 Cap: $13.08B
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Q: Roku is down around 20% today, what do you make of this. A buying opportunity??

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Read Answer Asked by Cheryl on September 20, 2019

• Xilinx Inc. (XLNX)
  • P/E (TTM): 51.66X Cap: $48.41B
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• American Tower Corporation (REIT) (AMT $206.65)
  • $206.65 P/E (TTM): 74.68X Cap: $95.11B
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• Keysight Technologies Inc. (KEYS $163.48)
  • $163.48 P/E (TTM): 38.27X Cap: $28.13B
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Q: What would 5i's top 3 ways to invest in the coming 5G in Canada and the US - thank you.

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Read Answer Asked by George on September 20, 2019

• International Money Express Inc. (IMXI $14.48)
  • $14.48 P/E (TTM): 8.79X Cap: $435M
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Q: Hello, I'd like your thoughts on IMXI please.
Thanks.

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Read Answer Asked by Gregory on September 19, 2019

• FedEx Corporation (FDX $233.13)
  • $233.13 P/E (TTM): 13.52X Cap: $53.71B
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Q: FDX just reported some weak numbers. I own some shares in the company. The stock will be down today substantially based on their first quarter earnings miss and weak forecast. Would you continue to hold the shares here or switch to another company with better growth prospects. Could you please provide some rationale for your position. Thanks.

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Read Answer Asked by John on September 19, 2019

• SpringWorks Therapeutics Inc. (SWTX)
  • Cap: $3.53B
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Q: Your comments on Springworks as a speculative investment in healthcare please. Apparently Pfizer owns a chunk.

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Read Answer Asked by Leonard on September 19, 2019

• Verisk Analytics Inc. (VRSK $271.01)
  • $271.01 P/E (TTM): 41.29X Cap: $37.11B
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• Aspen Technology Inc. (AZPN)
  • Cap: $16.73B
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Q: Would like to take a position in either Aspen Technology or Verisk Analytics. Any advice of which one would be your preference and if you think it's an investment with potential for 2-3 year hold. Appreciate your exceptional service.

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Read Answer Asked by Dr Lorraine on September 19, 2019

• Roku Inc. (ROKU $88.80)
  • $88.80 Cap: $13.08B
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Q: Considering all the companies involved and getting involved in streaming: NFLX, Amazon Prime, ROKU, DIS, APPL Comcast, FB - which is your best pick or is there an ETF one could buy?
Thank you.

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Read Answer Asked by George on September 19, 2019

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: I bought Square in October last year after the CFO left. I’m down on the stock but still like it. Because the rest of my portfolio has risen this is now slightly <1% position. I want to add to the position up to 2% but don’t want to throw good money after bad. How do you like square over the next 5 years?

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Read Answer Asked by Dennis on September 18, 2019

• American Tower Corporation (REIT) (AMT $206.65)
  • $206.65 P/E (TTM): 74.68X Cap: $95.11B
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• Keysight Technologies Inc. (KEYS $163.48)
  • $163.48 P/E (TTM): 38.27X Cap: $28.13B
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Q: Hi Team,

If I were to pick one which one would you pick and why?

Thanks!

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Read Answer Asked by Issaku on September 18, 2019

• Mohawk Industries Inc. (MHK $127.79)
  • $127.79 P/E (TTM): 17.01X Cap: $8.23B
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• Atlassian Corporation (TEAM $166.21)
  • $166.21 Cap: $44.37B
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• Ulta Beauty Inc. (ULTA $516.55)
  • $516.55 P/E (TTM): 20.38X Cap: $23.23B
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• Keysight Technologies Inc. (KEYS $163.48)
  • $163.48 P/E (TTM): 38.27X Cap: $28.13B
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• Paycom Software Inc. (PAYC $227.93)
  • $227.93 P/E (TTM): 30.89X Cap: $13.03B
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• DocuSign Inc. (DOCU $70.88)
  • $70.88 P/E (TTM): 13.4X Cap: $14.32B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• CrowdStrike Holdings Inc. (CRWD $418.60)
  • $418.60 Cap: $104.33B
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Q: I have very recently equally invested in MHK, KEYS, PAYC and ULTA. Do you these companies offer better safety combined with potential then investing in AYX, TEAM, CRWD and DOCU.

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Read Answer Asked by Imtiaz on September 18, 2019

• Roku Inc. (ROKU $88.80)
  • $88.80 Cap: $13.08B
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Q: With ROKU being classified as communication services does that fit in with telecom or is communications its own sector.
Thanks

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Read Answer Asked by Brent on September 17, 2019

• Lam Research Corporation (LRCX $100.33)
  • $100.33 P/E (TTM): 9.4X Cap: $125.14B
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Q: 5I Team,

I know its not exactly a company which would be in your wheelhouse, but do you have any comments on Lam Research Corporation (LRCX).

Thanks,
Scott

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Read Answer Asked by Scott on September 17, 2019

• InMode Ltd. (INMD $14.18)
  • $14.18 Cap: $995M
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Q: Hello,

Can you give me your opinion on this company?They just went IPO last month and it has good run on its price already.What do you think the growth outlook of this company?Is it a good time to get into this stock or wait for a pullback.

Appreciate your thoughts.

Thank you.

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Read Answer Asked by sunday on September 17, 2019

• Amdocs Limited (DOX $87.45)
  • $87.45 Cap: $9.87B
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Q: Gentlemen
How is the risk/reward on DOX ?
Thanks Regards

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Read Answer Asked by Djamel on September 16, 2019

• Vanguard Global Value Factor ETF (VVL $57.73)
  • $57.73 P/E (TTM): 27.55X Cap: $483M
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Q: Hi 5i team,
I'd like to ask any recommendations for value stocks in Canada and US? Or ETFs?
Thanks!

lil

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Read Answer Asked by Le on September 16, 2019