Investment Q&A

• Enviva Inc. (EVA)
  • Cap: $31M
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Q: Your opinion about this stock is appreciated.
ebrahim

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Read Answer Asked by ebrahim on May 24, 2019

• Universal Display Corporation (OLED $118.21)
  • $118.21 P/E (TTM): 24.69X Cap: $5.56B
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Q: Do you folks have any info to explain the big drop in SP of OLED today? Buy?

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Read Answer Asked by Bob on May 23, 2019

• Amazon.com Inc. (AMZN $229.16)
  • $229.16 P/E (TTM): 31.96X Cap: $2.45T
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: What would be your top 3 picks as of today to invest in for a 5 year timeframe. Assuming a diversified portfolio already exists.

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Read Answer Asked by Gigi on May 23, 2019

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.67)
  • $45.67 P/E (TTM): 5.86X Cap: $3.17B
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Q: According to my portfolio analytics, I am woefully short on foreign content. Please give me 3 or 4 ETF names that you consider would best fill this need.
I would also like the names of 3 U.S. Stocks you consider top picks (non tech).
Thanks once again for keeping me on track.
Audrey

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Read Answer Asked by audrey on May 23, 2019

• Alphabet Inc. (GOOG $320.28)
  • $320.28 P/E (TTM): 31.44X Cap: $3.90T
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Q: Any concerns with the recent news on GOOG?

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Read Answer Asked by Cheryl on May 23, 2019

• Atlassian Corporation (TEAM $148.03)
  • $148.03 Cap: $39.21B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: i own both, if team owns a piece of slack and with slack going public in next 3 weeks and in all probability will open much higher, why do you seem to prefer ayx over team.dave

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Read Answer Asked by david on May 23, 2019

• Zoetis Inc. Class A (ZTS $127.69)
  • $127.69 P/E (TTM): 20.69X Cap: $56.36B
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Q: Is there an ETF that focusses on, or includes animal health stocks? What would animal health stock do you think has the best potential? Zoetis?

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Read Answer Asked by V on May 23, 2019

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Hi 5i team
I currently have AAPL, CSU, GOOG, SHOP and KXS in my technology sector holdings. I'm thinking of adding one more, and am considering either TEAM or AYX. Given the tech stocks I already own, which of TEAM or AYX would you consider the best one to add?

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Read Answer Asked by Lois on May 23, 2019

• Home Depot Inc. (The) (HD $355.47)
  • $355.47 P/E (TTM): 22.88X Cap: $349.45B
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• Lowe's Companies Inc. (LOW $241.61)
  • $241.61 P/E (TTM): 18.77X Cap: $133.53B
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Q: Hi Peter, buying tomorrow. Home Depot or lows? Which is a better co? 2-3 years target. Is divided safe in both co? Thanks. Alnoor

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Read Answer Asked by Alnoor on May 23, 2019

• Parsons Corporation (PSN $84.13)
  • $84.13 P/E (TTM): 38.26X Cap: $8.96B
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Q: What is your opinion ? - Recent IPO. Seems reasonably priced.

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Read Answer Asked by Kamal on May 23, 2019

• Atlassian Corporation (TEAM $148.03)
  • $148.03 Cap: $39.21B
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Q: Please explain if Atlassian Corp stock price be affected after SLACK IPO . When will be the IPO date ? Is it investable ? Is Atlassian recent stock price too expensive ? Thanks a lot.

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Read Answer Asked by Lai Kuen on May 23, 2019

• Open Text Corporation (OTEX $47.43)
  • $47.43 P/E (TTM): 17.56X Cap: $12B
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• Atlassian Corporation (TEAM $148.03)
  • $148.03 Cap: $39.21B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Tableau Software Inc. Class A (DATA $169.53)
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Q: Hi

Looking for an alternative to AYX since am not able to invest in AYX. Anything in similar business with similar outlook for the stock?
Thanks

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Read Answer Asked by Bryan on May 22, 2019

• Stamps.com Inc. (STMP $329.61)
  • $329.61 P/E (TTM): 50.13X Cap: $6.07B
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Q: What is this stock's strategy for stepping back from the U.S. Postal Service and what are it's long-term goals. Will the drop in price be short-term? Will there be a buying opportunity again at some point? Thank you for any insight.

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Read Answer Asked by Sandy on May 22, 2019

• NortonLifeLock (GEN)
  • P/E (TTM): 131.9X
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• Twilio Inc. Class A (TWLO $127.01)
  • $127.01 P/E (TTM): 318.95X Cap: $19.48B
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• Splunk Inc. (SPLK)
  • P/E (TTM): 237.35X Cap: $26.43B
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Q: Hi 5I,
Your opinion of these 3 companies please. I believe Splunk reports later this week and I am thinking of jumping in. Your thoughts on all three, which would be your preference to buy ?
Many thanks,
Jen

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Read Answer Asked by Jennifer on May 22, 2019

• Atlassian Corporation (TEAM $148.03)
  • $148.03 Cap: $39.21B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: You have 10K US to invest. Which two US stocks would you invest in today? and why? (~10 yr period).....The trade war in the US is making stocks unstable, in my mind this is temporary until they get things figured out...Do you see US stocks continuing to fall over this trade issue or level out as everyone figures out the sky is not falling? I know this will be just a speculation but I like your take on world events! Thanks Guys I appreciate everything you do daily!!!

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Read Answer Asked by Brad on May 21, 2019

• Maple Gold Mines Ltd. (MGM $1.52)
  • $1.52 Cap: $90M
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• Brightstar Lottery Ord Shs (IGT)
  • Cap: $3.29B
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Q: Hello 5i
Please give your thoughts/opinions on MGM Resorts and International Game Technology, presently, and their prospects going forward. Would you own them today? Thank you, Bill

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Read Answer Asked by William on May 21, 2019

• CareTrust REIT Inc. (CTRE $37.44)
  • $37.44 P/E (TTM): 27.06X Cap: $8.19B
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Q: Can I please get your thoughts on CareTrust REIT (CTRE).

Thanks

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Read Answer Asked by Scott on May 21, 2019

• Ubiquiti Networks Inc. (UBNT)
  • P/E (TTM): 24.5X
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• null (YNDX)
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Q: What are your thoughts about switching out Ubiquiti Networks for Yandex?

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Read Answer Asked by Liam on May 21, 2019

• NVIDIA Corporation (NVDA $180.26)
  • $180.26 P/E (TTM): 52.01X Cap: $4.32T
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• Salesforce Inc. (CRM $228.15)
  • $228.15 P/E (TTM): 32.97X Cap: $222.88B
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• Kinaxis Inc. (KXS $176.66)
  • $176.66 P/E (TTM): 103.68X Cap: $5.04B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.87)
  • $223.87 P/E (TTM): 87.84X Cap: $288.87B
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• Atlassian Corporation (TEAM $148.03)
  • $148.03 Cap: $39.21B
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• Veeva Systems Inc. Class A (VEEV $240.67)
  • $240.67 P/E (TTM): 45.95X Cap: $39.44B
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• The Trade Desk Inc. (TTD $39.11)
  • $39.11 P/E (TTM): 44.9X Cap: $18.90B
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• Rapid7 Inc. (RPD $15.51)
  • $15.51 P/E (TTM): 40.57X Cap: $1B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Tinkerine Studios Ltd. (TTD)
  • Cap: $1M
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Q: Please comment on the impact of recent US China tariff & Huawei development on these stocks. Which will suffer long term adverse effect ? Most come down a lot on May 20. Thanks a lot.

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Read Answer Asked by Lai Kuen on May 21, 2019

• Amazon.com Inc. (AMZN $229.16)
  • $229.16 P/E (TTM): 31.96X Cap: $2.45T
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• Booking Holdings Inc. (BKNG $4,911.85)
  • $4,911.85 P/E (TTM): 31.76X Cap: $158.14B
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• Starbucks Corporation (SBUX $86.70)
  • $86.70 P/E (TTM): 35.92X Cap: $97.68B
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• Home Depot Inc. (The) (HD $355.47)
  • $355.47 P/E (TTM): 22.88X Cap: $349.45B
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• TJX Companies Inc. (The) (TJX $153.13)
  • $153.13 P/E (TTM): 33.91X Cap: $169.60B
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• Gildan Activewear Inc. (GIL $80.54)
  • $80.54 P/E (TTM): 18.37X Cap: $12.01B
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• Cineplex Inc. (CGX $12.33)
  • $12.33 Cap: $752M
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• AutoCanada Inc. (ACQ $20.28)
  • $20.28 Cap: $478M
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• A&W Revenue Royalties Income Fund (AW.UN $36.93)
  • $36.93 P/E (TTM): 17.7X Cap: $538M
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• Etsy Inc. (ETSY $54.16)
  • $54.16 P/E (TTM): 37.19X Cap: $5.32B
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Q: Please suggest 10 consumer cyclical stocks with good growth prospects (US or Canada.) Are cyclical stocks the same as consumer discretionary stocks?
Merci
Ronald

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Read Answer Asked by Ronald on May 21, 2019