Investment Q&A

• The Trade Desk Inc. (TTD $52.36)
  • $52.36 P/E (TTM): 65.17X Cap: $25.60B
  • View TTD Profile
  • View Questions on TTD

Q: Can I have your comments on recent results - would you see pullback as a
a good entry point?

Upvote 0

Read Answer Asked by Scott on August 13, 2019

• Cloudera Inc. (CLDR $15.99)
  • $15.99 Cap: $4.73B
  • View CLDR Profile
  • View Questions on CLDR
• Sunworks Inc. (SUNW)
  • Cap: $5M
  • View SUNW Profile
  • View Questions on SUNW

Q: Please comment on whether two companies are good investments. I see Carl Icahn is showing interest in CLDR. What does this mean for the company?

Upvote 0

Read Answer Asked by Imtiaz on August 13, 2019

• Guardant Health Inc. (GH $64.22)
  • $64.22 Cap: $8B
  • View GH Profile
  • View Questions on GH

Q: GH price has had a rough week, any particular reason, and do you still like this company on a long term basis for growth, I have a small position and wondering if I should move on, or stick it out.

Upvote 0

Read Answer Asked by John on August 13, 2019

• American International Group Inc. (AIG $81.30)
  • $81.30 P/E (TTM): 15.42X Cap: $45.04B
  • View AIG Profile
  • View Questions on AIG
• CVS Health Corporation (CVS $77.90)
  • $77.90 P/E (TTM): 21.41X Cap: $98.80B
  • View CVS Profile
  • View Questions on CVS

Q: Hello
Could you comment on CVS and AIG following recent earnings?
Regarding Amazons possible entry into Health market (online pharmacy I believe), has there been any recent news on that?

Thank you
Stephane

Upvote 0

Read Answer Asked by Stephane on August 13, 2019

• Big Lots Inc. (BIG)
  • Cap: $14M
  • View BIG Profile
  • View Questions on BIG

Q: Good day, 5i. I realize that you don't focus on US stocks, but I wonder if you can give me insight into the large drop in the price of Big Lot shares, and would you step in here. Thank you in advance.

Upvote 0

Read Answer Asked by Donna on August 12, 2019

• Zendesk Inc. (ZEN)
  • Cap: $9.62B
  • View ZEN Profile
  • View Questions on ZEN

Q: Can you provide an update on Zendesk....with the recent pullback is this a good entry point?

Upvote 0

Read Answer Asked by Dan on August 12, 2019

• Apple Inc. (AAPL $245.27)
  • $245.27 P/E (TTM): 38.55X Cap: $3.63T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.72X Cap: $2.30T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.62X Cap: $1.77T
  • View META Profile
  • View Questions on META

Q: Which of these three do you currently favour

Upvote 0

Read Answer Asked by Kim on August 12, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
  • $15.46 Cap: $2.12B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Paysign Inc. (PAYS $5.35)
  • $5.35 P/E (TTM): 46.42X Cap: $291M
  • View PAYS Profile
  • View Questions on PAYS

Q: Can you compare each company from a valuation perspective including debt. Which metrics are best to compare these similar companies. Lastly, which has the better entry point?

Upvote 0

Read Answer Asked by Rob on August 12, 2019

• iShares Russell 2000 ETF (IWM $237.79)
  • $237.79 P/E (TTM): 16.66X Cap: $67.63B
  • View IWM Profile
  • View Questions on IWM
• iShares Core S&P Small-Cap ETF (IJR $114.27)
  • $114.27 P/E (TTM): 17.41X Cap: $82.67B
  • View IJR Profile
  • View Questions on IJR

Q: Would you have a preference between IWM and IJR for small cap exposure? I know IWO has been a favorite but was hoping to capture some growth and value names. Are there any significant fundamental differences between these 2 ETFs. Also, could IJR be added to data analytics pls. I tried adding it but the system did not recognize the ETF. Thanks as always.

Upvote 0

Read Answer Asked by Aaron on August 12, 2019

• BMO Low Volatility US Equity ETF (ZLU $58.80)
  • $58.80 P/E (TTM): 22.19X Cap: $2.22B
  • View ZLU Profile
  • View Questions on ZLU
• BMO S&P 500 Index ETF (ZSP $100.46)
  • $100.46 P/E (TTM): 27.54X Cap: $19.82B
  • View ZSP Profile
  • View Questions on ZSP
• Horizons Enhanced Income US Equity (USD) ETF (HEA)
  • P/E (TTM): 15.5X Cap: $39M
  • View HEA Profile
  • View Questions on HEA
• Vanguard U.S. Dividend Appreciation Index ETF (VGG $101.33)
  • $101.33 Cap: $2.21B
  • View VGG Profile
  • View Questions on VGG

Q: Hi Team,
Would you please recommend 3 to 4 C$ denominated etfs that are focused on us equities (I already own XQQ and ZUB).
Cheers,

Upvote 0

Read Answer Asked by Harry on August 09, 2019

• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
  • View NVEE Profile
  • View Questions on NVEE

Q: can you comment on the earning of NVEE

Upvote 0

Read Answer Asked by paul on August 09, 2019

• Agilysys Inc. (AGYS $109.49)
  • $109.49 P/E (TTM): 220.24X Cap: $3.08B
  • View AGYS Profile
  • View Questions on AGYS
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
  • $15.46 Cap: $2.12B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: How would you compare these 2 companies. Are they in similar businesses? In your opinion which one has a better growth/risk profile?

Upvote 1

Read Answer Asked by Marcela on August 09, 2019

• Amarin Corporation plc (AMRN $18.23)
  • $18.23 Cap: $377M
  • View AMRN Profile
  • View Questions on AMRN

Q: Could you discuss the implications of the recent news. Is this change the fundamentals significantly enough to warrant selling today?

Upvote 0

Read Answer Asked by Paul on August 09, 2019

• Novanta Inc. (NOVT $99.96)
  • $99.96 P/E (TTM): 62.38X Cap: $3.69B
  • View NOVT Profile
  • View Questions on NOVT

Q: Thoughts on Novanta?

Upvote 0

Read Answer Asked by Gooding on August 09, 2019

• Venture Global Inc. Class A (VG)
  • Cap: $31.63B
  • View VG Profile
  • View Questions on VG

Q: Please comment on the growth prospects of these company. having made huge (10%+) jump on earnings the other day. And the company moving from its historical telecom to more cloud based business communications. Does the sector allocation change, or should keep in mind "partial sector" adjustment to technology in ones own portfolio sector allocation
Thanks,
Carl

Upvote 0

Read Answer Asked by Carl on August 09, 2019

Q: Is this a good infrastructure etf for the US mrkt? Doesn’t compare to BIF.un??

Upvote 0

Read Answer Asked by Bill on August 09, 2019

• Box Inc. Class A (BOX $32.94)
  • $32.94 P/E (TTM): 26.64X Cap: $4.77B
  • View BOX Profile
  • View Questions on BOX
• Marvell Technology Inc. (MRVL $85.61)
  • $85.61 Cap: $73.80B
  • View MRVL Profile
  • View Questions on MRVL
• VMware Inc. Class A (VMW)
  • P/E (TTM): 45.39X Cap: $68.96B
  • View VMW Profile
  • View Questions on VMW

Q: What are you current views on the prospects of these US names? Feel free to debit me appropriately. Thanks.

Upvote 0

Read Answer Asked by Mark on August 08, 2019

• Paratek Pharmaceuticals Inc. (PRTK)
  • Cap: $127M
  • View PRTK Profile
  • View Questions on PRTK

Q: Can you comment on PRTK's earning and future potential?

Thanks,

Adam

Upvote 0

Read Answer Asked by Adam on August 08, 2019

• Roku Inc. (ROKU $92.02)
  • $92.02 Cap: $13.55B
  • View ROKU Profile
  • View Questions on ROKU

Q: Good Morning 5i,

Evidently the market likes Q2, can you comment on the release? The ARPU gain really stands out to me.

Thanks!

Upvote 0

Read Answer Asked by David on August 08, 2019

• Evolve Cyber Security Index Fund (CYBR $61.21)
  • $61.21 P/E (TTM): 33.25X Cap: $179M
  • View CYBR Profile
  • View Questions on CYBR

Q: Cyberark released a good quarter this morning but the stock is down huge (9%). Is there some news that I'm missing in the earnings that point to slower growth? Would you hold?

Upvote 0

Read Answer Asked by Adam on August 08, 2019