Investment Q&A

• NVIDIA Corporation (NVDA $186.94)
  • $186.94 P/E (TTM): 46.78X Cap: $4.54T
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• The Trade Desk Inc. (TTD $26.14)
  • $26.14 P/E (TTM): 31.3X Cap: $12.64B
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• Roku Inc. (ROKU $82.93)
  • $82.93 Cap: $12.25B
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• CrowdStrike Holdings Inc. (CRWD $411.54)
  • $411.54 Cap: $103.74B
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• Digital Turbine Inc. (APPS $4.19)
  • $4.19 Cap: $502M
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• Unity Software Inc. (U $19.65)
  • $19.65 Cap: $8.50B
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Q: Hi,
I'm now down 25% on Unity. Is it time to run to something else?
If so, what 5 names would you recommend?
Thanks

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Read Answer Asked by Marco on February 08, 2021

• AT&T Inc. (T $28.80)
  • $28.80 P/E (TTM): 8.9X Cap: $201.61B
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• T-Mobile US Inc. (TMUS $214.68)
  • $214.68 P/E (TTM): 20.17X Cap: $236.54B
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Q: Hello Team,
What would be your recommended company in the telecom sector and briefly why?

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Read Answer Asked by ANDREW on February 08, 2021

• Kohl's Corporation (KSS $18.92)
  • $18.92 P/E (TTM): 10.92X Cap: $2.12B
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Q: Do you consider Kohls worth holding? The company pays a good dividend but does it offer potential for moderate growth? I own about 1/2 as position.
This is the question I asked in Oct 2019. Litte did we know what 2020 would bring. I have held on to this stock thinking it might recover. The stock price has recovered well. It appears the company has returned to positive earnings. Not sure when the company will begin paying a dividend.
Is this stock worth holding or should I move on?
Thank you for your great service.
Stephen

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Read Answer Asked by J Stephen on February 08, 2021

• Westport Fuel Systems Inc. (WPRT $2.55)
  • $2.55 Cap: $44M
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Q: Have followed WPRT for years and understand your feelings on it. Recently they seemed to have started a comeback, with their engine’s adaptable to hydrogen and the large truck orders with Amazon and working on research with Scania. Do you think there is hope and might it be a decent speculative buy?
Thanks again for your wisdom and help keeping me on track.
John

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Read Answer Asked by John on February 08, 2021

• Barclays Bank PLC ZC SP ETN REDEEM 23/01/2048 USD 27.193879 - Ser A ShortTerm Futu (VXX $28.79)
  • $28.79 Cap: $586M
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Q: I'm trying to understand the risk/reward on VXX. I know it's an ETN trying to mimic the VIX through futures. Where VXX/VIX are right now and based on history I see downside risk in 2021 of something like 20% and upside of more than 100%. The chances are good that we have a normal correction sometime in the next year. Am I missing something?

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Read Answer Asked by Mike on February 08, 2021

• WELL Health Technologies Corp. (WELL $3.92)
  • $3.92 Cap: $1.01B
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Q: Hi, This morning's NR about the $295.5 mln Equity offering of WELL shares/subscription receipts for $9.80, through private placement by Li Ka-Shing and others, to finance proposed acquisition of CRH Medical in Cash for USD$4 - What does it mean ? Why at 25% Premium to 5 day WELL average market price ? Just trying to understand ..How does it impact the company and its shareholders/stock price ? Thanks

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Read Answer Asked by rajeev on February 08, 2021

• Exro Technologies Inc. (EXRO $0.02)
  • $0.02 Cap: $11M
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Q: What do you think of exro now that they have sales.

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Read Answer Asked by don on February 08, 2021

• PENN Entertainment Inc. (PENN $12.41)
  • $12.41 Cap: $1.65B
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• DraftKings Inc. (DKNG $25.16)
  • $25.16 Cap: $12.52B
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Q: Dear 5i
I`m reading that sports betting will grow at a rapid rate over the next 3-5 years or more . That being said , i`m contemplating between PENN and DKNG as two good choices . I'm seeing that Penn has a much better growth rate than DKNG so I'm leaning that way . Would you agree with this or would you recommend something else ?
Thanks
Bill C

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Read Answer Asked by Bill on February 08, 2021

• Purpose Enhanced Premium Yield Fund (PAYF $18.21)
  • $18.21 P/E (TTM): 23.34X Cap: $50M
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• BMO Premium Yield ETF (ZPAY $31.52)
  • $31.52 P/E (TTM): 27.25X Cap: $380M
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Q: Good morning, Besides PAYF writing covered calls to enhanced yield, would there be enough difference in correlation in invest in both of these investments, or too much overlap, thanks?

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Read Answer Asked by Pat on February 08, 2021

• PAR Technology Corporation (PAR $20.35)
  • $20.35 Cap: $902M
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Q: PAR seems to have good momentum in the past year. What is your opinion of the company? Is their any comparison to LSPD?
John

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Read Answer Asked by John on February 08, 2021

• Mosaic Company (The) (MOS $29.77)
  • $29.77 P/E (TTM): 7.8X Cap: $9.44B
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• Canfor Corporation (CFP $14.99)
  • $14.99 Cap: $1.77B
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• Nutrien Ltd. (NTR $95.80)
  • $95.80 P/E (TTM): 57.93X Cap: $46.30B
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• West Fraser Timber Co. Ltd. (WFG $100.06)
  • $100.06 Cap: $7.84B
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Q: Will you please give me your top choices in Forestry stocks, at present, Can either be CAN or US.

Also, please give your top choices in either country for Agriculture Stocks.

Thank you. Please take 2 credits.

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Read Answer Asked by Donna on February 08, 2021

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $14.85)
  • $14.85 P/E (TTM): 19.65X Cap: $402M
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Q: What is your opinion as to Corby's dividend sustainability?

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Read Answer Asked by Jean on February 08, 2021

• Hudbay Minerals Inc. (HBM $34.54)
  • $34.54 P/E (TTM): 21.33X Cap: $13.68B
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• Teck Resources Ltd (TECK $58.57)
  • $58.57 P/E (TTM): 32.93X Cap: $28.64B
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Q: I am interested in copper- is there still upside do you think, or has it had its' run? is the etf COPX a good way to play this, or is teck or hudbay maybe a better alternative? Thank you!

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Read Answer Asked by Elle on February 08, 2021

• Protech Home Medical Corp. (PTQ)
  • P/E (TTM): -32.3X Cap: $232M
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• WELL Health Technologies Corp. (WELL $3.92)
  • $3.92 Cap: $1.01B
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Q: I'm looking to add a new holding in the healthcare sector, and am currently looking at either WELL or PTQ, for a smaller cap stock. Currently, I only have Stryker (SYK) and Amgen (AMGN) in the healthcare sector. Which of either WELL or PTQ would you prefer for more significant growth potential over 3-5 years, with moderate risk. Please provide a rationale for your preference. Thanks!

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Read Answer Asked by Lois on February 08, 2021

• Salesforce Inc. (CRM $185.43)
  • $185.43 P/E (TTM): 25.83X Cap: $173.74B
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Q: Hello 5i
I have noticed that CRM doesn't show up in the disclaimer at the bottom of any 5i answers. Maybe I'm reading too much into this but is there a peer of CRM that you "like" more?
Thanks
Dave

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Read Answer Asked by Dave on February 08, 2021

Q: Hello 5i. Can you please recommend 5 names you think will sector outperform in the next 1-2 years?

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Read Answer Asked by Fabio on February 08, 2021

• Algoma Central Corporation (ALC $21.10)
  • $21.10 P/E (TTM): 8.05X Cap: $855M
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• Danaos Corporation (DAC $105.12)
  • $105.12 Cap: $1.98B
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• International Seaways Inc. (INSW $62.07)
  • $62.07 P/E (TTM): 13.84X Cap: $3.10B
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Q: I was wondering if there are any shipping container companies that you would recommend for investment consideration?
Canadian options?
Thanks, Calvin

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Read Answer Asked by Calvin on February 08, 2021

• Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.69)
  • $5.69 Cap: $1.42B
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Q: Do you think Northwest is overvalued at current prices (13.20).

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Read Answer Asked by David M. on February 08, 2021

• Franco-Nevada Corporation (FNV $326.12)
  • $326.12 P/E (TTM): 52.1X Cap: $62.86B
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• Agnico Eagle Mines Limited (AEM $279.62)
  • $279.62 P/E (TTM): 35.35X Cap: $140.56B
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• Strategy Inc (MSTR $123.00)
  • $123.00 P/E (TTM): 6.31X Cap: $35.34B
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Q: Which of the 2 above gold companies do you prefer for a 5 year hold?
May I have your opinion on Mstr as a speculative buy.
Thank you

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Read Answer Asked by Terry on February 08, 2021

• CRH Medical Corporation (CRH $4.99)
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• WELL Health Technologies Corp. (WELL $3.92)
  • $3.92 Cap: $1.01B
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Q: Big news for Well. Could you comment on the acquisition of CRH??? Thanks!

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Read Answer Asked by Jeff on February 08, 2021