Investment Q&A - 5i Research

Sea Limited American Depositary Shares each representing one Class A (SE $180.98)
- $180.98 P/E (TTM): 252.08X Cap: $105.84B
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Nutanix Inc. (NTNX $67.90)
- $67.90 Cap: $18.65B
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Q: Which business do you have more confidence in over the next five years? I have smaller positions in both and would like to merge into one.
Thanks

3

Read Answer Asked by Curtis on November 13, 2024

Akamai Technologies Inc. (AKAM $77.56)
- $77.56 P/E (TTM): 26.55X Cap: $11.03B
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Amazon.com Inc. (AMZN $225.99)
- $225.99 P/E (TTM): 34.91X Cap: $2.40T
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Cisco Systems Inc. (CSCO $67.67)
- $67.67 P/E (TTM): 28.2X Cap: $268.48B
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Alphabet Inc. (GOOG $231.10)
- $231.10 P/E (TTM): 22.76X Cap: $2.56T
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Microsoft Corporation (MSFT $505.35)
- $505.35 P/E (TTM): 37.15X Cap: $3.75T
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Hewlett Packard Enterprise Company (HPE $22.82)
- $22.82 P/E (TTM): 22.13X Cap: $29.61B
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Nutanix Inc. (NTNX $67.90)
- $67.90 Cap: $18.65B
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Zscaler Inc. (ZS $270.58)
- $270.58 Cap: $42.74B
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VMware Inc. Class A (VMW)
- P/E (TTM): 45.39X Cap: $68.96B
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Dell Technologies Inc. Class C (DELL $124.02)
- $124.02 P/E (TTM): 19.0X Cap: $82.11B
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Fastly Inc. Class A (FSLY $7.36)
- $7.36 Cap: $1.09B
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Cloudflare Inc. Class A (NET $205.71)
- $205.71 Cap: $72.50B
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Q: Hi gang,
Can you suggest me ntnx or net? What would be a safer bet. ? Who are their competitors?
Thanks. Alnoor

3

Read Answer Asked by Alnoor on September 26, 2024

Nutanix Inc. (NTNX $67.90)
- $67.90 Cap: $18.65B
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Cellebrite DI Ltd. (CLBT $16.51)
- $16.51 Cap: $3.91B
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Q: Which company are you more bullish on long term? Are you aware if CLBT has any customers in Canada?
Thanks

3

Read Answer Asked by Curtis on August 21, 2024

Nutanix Inc. (NTNX $67.90)
- $67.90 Cap: $18.65B
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Q: As you take a look at the quarterly results, are the fundamentals still intact for NTNX? What in the results is the market reacting negatively to? Would you add to a partial position now?

1

Read Answer Asked by Greg on May 30, 2024

Nutanix Inc. (NTNX $67.90)
- $67.90 Cap: $18.65B
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CECO Environmental Corp. (CECO $46.43)
- $46.43 P/E (TTM): 31.66X Cap: $1.60B
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Eagle Materials Inc (EXP $223.95)
- $223.95 P/E (TTM): 16.78X Cap: $7.30B
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SPX Technologies Inc. (SPXC $182.65)
- $182.65 P/E (TTM): 41.95X Cap: $8.60B
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TransMedics Group Inc. (TMDX $106.94)
- $106.94 P/E (TTM): 83.79X Cap: $3.80B
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Q: Please rank these five companies, top to bottom, for maximum returns, for the next 2-3 years. Thanks

4

Read Answer Asked by Greg on April 29, 2024

Amazon.com Inc. (AMZN $225.99)
- $225.99 P/E (TTM): 34.91X Cap: $2.40T
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Alphabet Inc. (GOOG $231.10)
- $231.10 P/E (TTM): 22.76X Cap: $2.56T
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Intuitive Surgical Inc. (ISRG $441.18)
- $441.18 P/E (TTM): 65.92X Cap: $168.15B
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Microsoft Corporation (MSFT $505.35)
- $505.35 P/E (TTM): 37.15X Cap: $3.75T
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NVIDIA Corporation (NVDA $170.62)
- $170.62 P/E (TTM): 56.19X Cap: $4.14T
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Eli Lilly and Company (LLY $737.83)
- $737.83 P/E (TTM): 59.61X Cap: $695.82B
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Advanced Micro Devices Inc. (AMD $162.13)
- $162.13 P/E (TTM): 92.93X Cap: $263.41B
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Nutanix Inc. (NTNX $67.90)
- $67.90 Cap: $18.65B
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Super Micro Computer Inc. (SMCI $40.10)
- $40.10 P/E (TTM): 22.7X Cap: $24.23B
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Axon Enterprise Inc. (AXON $725.29)
- $725.29 P/E (TTM): 180.77X Cap: $58.37B
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Encore Wire Corporation (WIRE)
- P/E (TTM): 15.22X Cap: $4.57B
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Vertiv Holdings LLC Class A (VRT $125.59)
- $125.59 P/E (TTM): 74.16X Cap: $47.35B
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Celsius Holdings Inc. (CELH $61.10)
- $61.10 P/E (TTM): 190.55X Cap: $15.84B
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Palantir Technologies Inc. (PLTR $154.90)
- $154.90 P/E (TTM): 522.37X Cap: $372.67B
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TransMedics Group Inc. (TMDX $106.94)
- $106.94 P/E (TTM): 83.79X Cap: $3.80B
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Nextracker Inc. (NXT $66.80)
- $66.80 P/E (TTM): 18.33X Cap: $9.87B
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Q: I need to trim SMCI, NVDA and VRT. I have partial positions in AMZN, MSFT, AMD, LLY,GOOG, AXON, NXT, CELH, PLTR and NTNX. Could you please order the partial positions from high to low, for a potential add? What are your recommendations for 4 or 5 other growth stocks, any size/sector that I could investigate for a new position? Would any of the these growth stocks fit into the ranking of the partial positions? If so, could you place them into the ranking? Thanks very much for this service and the patience you show, in answering the many questions!

26

Read Answer Asked by Greg on April 08, 2024

Nutanix Inc. (NTNX $67.90)
- $67.90 Cap: $18.65B
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Elastic N.V. (ESTC $86.29)
- $86.29 Cap: $9.04B
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Q: Hi 5i Team,
For better upside potential, would you pick Elastic N.V. or Nutanix Inc ?
Pls give brief explanation.
Thanks a lot.

3

Read Answer Asked by Pui on March 28, 2024

Nutanix Inc. (NTNX $67.90)
- $67.90 Cap: $18.65B
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Vail Resorts Inc. (MTN $159.18)
- $159.18 P/E (TTM): 20.95X Cap: $6B
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Pure Storage Inc. Class A (PSTG $77.89)
- $77.89 P/E (TTM): 215.58X Cap: $25.31B
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Celsius Holdings Inc. (CELH $61.10)
- $61.10 P/E (TTM): 190.55X Cap: $15.84B
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Nextracker Inc. (NXT $66.80)
- $66.80 P/E (TTM): 18.33X Cap: $9.87B
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AppFolio Inc. (APPF $276.29)
- $276.29 P/E (TTM): 50.07X Cap: $9.80B
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Q: I’ve held this name for 6 years and haven’t made a cent. Global warming may ultimately be the demise of this business. Looking to replace with a high growth U.S. name. What other businesses with a market cap less than 20 Billion would you put on the same growth trajectory as CELH?
Thanks

5

Read Answer Asked by Curtis on March 26, 2024

Nutanix Inc. (NTNX $67.90)
- $67.90 Cap: $18.65B
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Q: In your answer to my question to today about EDGE AI - it was intended to specifically address NTNX role. I know you own it, and I was trying to understand how important a role it could play. But, you did not name it in the stocks that could play a role in EDGE AI.

3

Read Answer Asked by sam on March 22, 2024

Intel Corporation (INTC $24.00)
- $24.00 Cap: $105.96B
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NVIDIA Corporation (NVDA $170.62)
- $170.62 P/E (TTM): 56.19X Cap: $4.14T
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Hewlett Packard Enterprise Company (HPE $22.82)
- $22.82 P/E (TTM): 22.13X Cap: $29.61B
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Advanced Micro Devices Inc. (AMD $162.13)
- $162.13 P/E (TTM): 92.93X Cap: $263.41B
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Nutanix Inc. (NTNX $67.90)
- $67.90 Cap: $18.65B
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Arista Networks Inc. (ANET $137.38)
- $137.38 P/E (TTM): 53.55X Cap: $170.77B
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Super Micro Computer Inc. (SMCI $40.10)
- $40.10 P/E (TTM): 22.7X Cap: $24.23B
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Vertiv Holdings LLC Class A (VRT $125.59)
- $125.59 P/E (TTM): 74.16X Cap: $47.35B
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Q: EDGE AI - which stocks are aligned with EDGE AI? In your view, is this an important next step in the evolution of AI?

12

Read Answer Asked by sam on March 22, 2024

Nutanix Inc. (NTNX $67.90)
- $67.90 Cap: $18.65B
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Q: Could you comment on why you like NTNX? Is it likely to be proffitable soon? How does it manage to compete in the cloud computing sphere against Google, Microsoft (if those are its competitors)?
Thanks.

2

Read Answer Asked by Martin on January 18, 2024

Nutanix Inc. (NTNX $67.90)
- $67.90 Cap: $18.65B
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Super Micro Computer Inc. (SMCI $40.10)
- $40.10 P/E (TTM): 22.7X Cap: $24.23B
- View SMCI Profile
- View Questions on SMCI
Crocs Inc. (CROX $86.78)
- $86.78 P/E (TTM): 23.38X Cap: $4.93B
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Axon Enterprise Inc. (AXON $725.29)
- $725.29 P/E (TTM): 180.77X Cap: $58.37B
- View AXON Profile
- View Questions on AXON
Vertiv Holdings LLC Class A (VRT $125.59)
- $125.59 P/E (TTM): 74.16X Cap: $47.35B
- View VRT Profile
- View Questions on VRT
Celsius Holdings Inc. (CELH $61.10)
- $61.10 P/E (TTM): 190.55X Cap: $15.84B
- View CELH Profile
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Nextracker Inc. (NXT $66.80)
- $66.80 P/E (TTM): 18.33X Cap: $9.87B
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Q: Hi team,

In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.

Could you provide a list of aggressive US growth stocks ?

Gratefully,

Jacques IDS

11

Read Answer Asked by Jacques on January 15, 2024

Nutanix Inc. (NTNX $67.90)
- $67.90 Cap: $18.65B
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Q: Nutanix had a big drop at the end of February. Is it
a buying opportunity? What are the pros/cons on this
company? Thanks

0

Read Answer Asked by James on March 13, 2019

Nutanix Inc. (NTNX $67.90)
- $67.90 Cap: $18.65B
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Q: Could you give an updated assessment of this company please? Thank you.

0

Read Answer Asked by Matthew on April 18, 2018

Nutanix Inc. (NTNX $67.90)
- $67.90 Cap: $18.65B
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Q: Hi your opinion on IT firm called nutanix IPO please?

0

Read Answer Asked by victor on September 30, 2016