Investment Q&A

• Broadcom Inc. (AVGO $314.55)
  • $314.55 P/E (TTM): 66.22X Cap: $1.48T
  • View AVGO Profile
  • View Questions on AVGO
• Intel Corporation (INTC $50.38)
  • $50.38 Cap: $252.57B
  • View INTC Profile
  • View Questions on INTC
• NVIDIA Corporation (NVDA $177.39)
  • $177.39 P/E (TTM): 36.2X Cap: $4.31T
  • View NVDA Profile
  • View Questions on NVDA
• QUALCOMM Incorporated (QCOM $126.80)
  • $126.80 P/E (TTM): 25.56X Cap: $135.29B
  • View QCOM Profile
  • View Questions on QCOM
• Skyworks Solutions Inc. (SWKS $55.19)
  • $55.19 P/E (TTM): 21.23X Cap: $8.30B
  • View SWKS Profile
  • View Questions on SWKS
• Texas Instruments Incorporated (TXN $194.87)
  • $194.87 P/E (TTM): 35.69X Cap: $177.42B
  • View TXN Profile
  • View Questions on TXN
• Advanced Micro Devices Inc. (AMD $217.50)
  • $217.50 P/E (TTM): 82.08X Cap: $354.59B
  • View AMD Profile
  • View Questions on AMD
• VanEck Vectors Semiconductor ETF (SMH $392.32)
  • $392.32 P/E (TTM): 35.18X Cap: $42.68B
  • View SMH Profile
  • View Questions on SMH

Q: Given the recent run up in certain semi conductor and chip stocks, would it be prudent to use an ETF such as SMH to better diversify risk right now if only one position available in a portfolio? Or, going the individual stock route, how would you rank the following in a moderate risk portfolio QCom, AVGO, TXN, NVID, AMD, SWKS, INTC?

Upvote 0

Read Answer Asked by Gerry on November 15, 2021

• 3D Systems Corporation (DDD $1.85)
  • $1.85 P/E (TTM): 9.74X Cap: $270M
  • View DDD Profile
  • View Questions on DDD
• Stratasys Ltd. (SSYS $7.97)
  • $7.97 Cap: $686M
  • View SSYS Profile
  • View Questions on SSYS
• Materialise NV (MTLS $5.00)
  • $5.00 P/E (TTM): 18.83X Cap: $294M
  • View MTLS Profile
  • View Questions on MTLS

Q: Do you have any recommendations for 3D printing manufacturers. It looks like there could be some consolidation.

Upvote 0

Read Answer Asked by Anthony on November 15, 2021

• FuboTV Inc. Class A (FUBO $9.77)
  • $9.77 P/E (TTM): 20.79X Cap: $1.05B
  • View FUBO Profile
  • View Questions on FUBO

Q: Hi Team,
Thanks for the great commentary you provide daily. Could I please get your thoughts on FuboTV’s latest quarter? The company reported over a million subscribers and with sportsbetting and expanding their streaming offering to new international markets, what do you think of the company’s prospects long term?

Thanks

Upvote 0

Read Answer Asked by Carlos on November 15, 2021

• Enthusiast Gaming Holdings Inc. (EGLX $0.04)
  • $0.04 Cap: $5M
  • View EGLX Profile
  • View Questions on EGLX
  • View Reports on EGLX
• Flutter Entertainment Plc ADR (PDYPY $103.75)
  • View PDYPY Profile
  • View Questions on PDYPY

Q: Which is poised for higher growth over the next five years? Would owning both be redundant or complementary?

Upvote 0

Read Answer Asked by Tony on November 13, 2021

• Costco Wholesale Corporation (COST $1,014.96)
  • $1,014.96 P/E (TTM): 70.53X Cap: $450.28B
  • View COST Profile
  • View Questions on COST
• NVIDIA Corporation (NVDA $177.39)
  • $177.39 P/E (TTM): 36.2X Cap: $4.31T
  • View NVDA Profile
  • View Questions on NVDA
• Sun Life Financial Inc. (SLF $88.50)
  • $88.50 P/E (TTM): 14.39X Cap: $49.03B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Constellation Software Inc. (CSU $2,441.27)
  • $2,441.27 P/E (TTM): 74.13X Cap: $51.73B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• WSP Global Inc. (WSP $219.79)
  • $219.79 P/E (TTM): 29.5X Cap: $29.63B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.58)
  • $164.58 P/E (TTM): 130.1X Cap: $214.63B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• goeasy Ltd. (GSY $34.87)
  • $34.87 P/E (TTM): 2.54X Cap: $559M
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Aritzia Inc. Subordinate Voting Shares (ATZ $114.25)
  • $114.25 Cap: $13.18B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Topicus.com Inc. (TOI $96.37)
  • $96.37 P/E (TTM): 300.57X Cap: $12.56B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Hi guys,

These are my top (by%) holdings, all around 5%. Which ones, if any, would you let run above 7%?
Thanks
Jim

Upvote 0

Read Answer Asked by jim on November 11, 2021

• CareRx Corporation (CRRX $3.53)
  • $3.53 Cap: $221M
  • View CRRX Profile
  • View Questions on CRRX

Q: With a new quarterly report and higher stock price, what do you think today of CARRX? Would you see owning both CRRX and WELL as a good decision on health care?

John

Upvote 0

Read Answer Asked by John on November 11, 2021

• Ginkgo Bioworks Holdings Inc. Class A (DNA $6.90)
  • $6.90 Cap: $427M
  • View DNA Profile
  • View Questions on DNA

Q: What are your thoughts ? Thanks.

Upvote 0

Read Answer Asked by Norman on November 11, 2021

• SEMrush Holdings Inc. Class A (SEMR $11.95)
  • $11.95 Cap: $1.80B
  • View SEMR Profile
  • View Questions on SEMR

Q: This company is recent on the market and has published some results since being a public company. What is your opinion and does it have the potential of becoming much bigger with time? Thanks

Upvote 0

Read Answer Asked by jean on November 11, 2021

• Village Farms International Inc. (VFF $8.12)
  • $8.12 P/E (TTM): 10.15X
  • View VFF Profile
  • View Questions on VFF

Q: Hi folks..opinion of Q3 results for Village Farms...believe 1, if not only Cdn LP..that actually posted a profit....Cdn run rate for cannabis sales is $4B+...so do you think Vff/t is Buy, Hold, or Sell...thanks as always..jb Piedmont QC

Upvote 0

Read Answer Asked by John on November 11, 2021

• Rivian Automotive Inc. (RIVN $15.40)
  • $15.40 Cap: $19.11B
  • View RIVN Profile
  • View Questions on RIVN

Q: Hello Everyone!! Rivian is releasing an IPO ( I don’t know if I said that right ). They make electric trucks. What are your thoughts on the company, and should one wait and see where these stocks go??? Thank you for your great service, Tamara

Upvote 0

Read Answer Asked by Tamara on November 11, 2021

• DigitalOcean Holdings Inc. (DOCN $90.01)
  • $90.01 P/E (TTM): 35.72X Cap: $8.27B
  • View DOCN Profile
  • View Questions on DOCN

Q: Hi 5i Team,
Digital Ocean has been doing well since it went public in March. What do you think of this company going forward, is it still buyable at the current level?
Thank you for your great advice as always.

Upvote 1

Read Answer Asked by Pui on November 11, 2021

• NFI Group Inc. (NFI $18.28)
  • $18.28 Cap: $2.17B
  • View NFI Profile
  • View Questions on NFI
  • View Reports on NFI

Q: Have a small position in NFI having sold most at a much higher price. Would you hold this small position hoping for better days or just let it go? How do you rate management of this company and what do you think the future will bring? Thanks Ron

Upvote 0

Read Answer Asked by Ronald on November 10, 2021

• NVIDIA Corporation (NVDA $177.39)
  • $177.39 P/E (TTM): 36.2X Cap: $4.31T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $167.77)
  • $167.77 P/E (TTM): 25.25X Cap: $132.84B
  • View BKNG Profile
  • View Questions on BKNG
• iShares Russell 2000 Growth ETF (IWO $318.36)
  • $318.36 P/E (TTM): 22.36X Cap: $12.36B
  • View IWO Profile
  • View Questions on IWO
• iShares Biotechnology ETF (IBB $169.43)
  • $169.43 P/E (TTM): 20.63X Cap: $8.17B
  • View IBB Profile
  • View Questions on IBB
• Global X Robotics & AI Index ETF (RBOT $30.95)
  • $30.95 P/E (TTM): 5.81X Cap: $59M
  • View RBOT Profile
  • View Questions on RBOT
• CrowdStrike Holdings Inc. (CRWD $399.12)
  • $399.12 Cap: $101.22B
  • View CRWD Profile
  • View Questions on CRWD

Q: Good morning 5i,

Aside from industrials and general tech. What is a thematic ETF you'd suggest for growth right now? Encompassing maybe a favourite stock or 2.

Examples being FINX, SMH, BOTZ, QQQJ.

Looking for the theme and suggested ETF.

Thanks as always for the tremendous service.

Upvote 0

Read Answer Asked by Adam on November 10, 2021

• Unity Software Inc. (U $22.75)
  • $22.75 Cap: $9.92B
  • View U Profile
  • View Questions on U

Q: Good Morning

Your take on Unity’s latest quarter and acquisition please.

Thank you

Upvote 0

Read Answer Asked by Marty on November 10, 2021

• Upstart Holdings Inc. (UPST $25.58)
  • $25.58 P/E (TTM): 60.9X Cap: $2.50B
  • View UPST Profile
  • View Questions on UPST
• Coinbase Global Inc (COIN $171.46)
  • $171.46 P/E (TTM): 38.53X Cap: $45.27B
  • View COIN Profile
  • View Questions on COIN

Q: Could you please comment on the ER for COIN and UPST and confirm how you would rank them for growth over the next 5 years. What would be a good add or entry price point?

Thanks as always for your much appreciated insights.

Upvote 0

Read Answer Asked by TRINA on November 10, 2021

• Upstart Holdings Inc. (UPST $25.58)
  • $25.58 P/E (TTM): 60.9X Cap: $2.50B
  • View UPST Profile
  • View Questions on UPST

Q: Dear 5i
Is the drop in UPST justified ? Is it an ideal time to snap up some shares and is the growth story still intact ?
Appreciate your insight .
Thanks
Bill C

Upvote 0

Read Answer Asked by Bill on November 10, 2021

• Cronos Group Inc. (CRON $3.52)
  • $3.52 Cap: $1.34B
  • View CRON Profile
  • View Questions on CRON

Q: How significant is the delay in filing the financial statements?

Thanks

Upvote 0

Read Answer Asked by Jean on November 09, 2021

• Curaleaf Holdings Inc. Subordinate Voting Shares (CURA)
  • Cap: $3.73B
  • View CURA Profile
  • View Questions on CURA

Q: CURA .. your take on earnings ...thx

Upvote 0

Read Answer Asked by Bob on November 09, 2021

• Amazon.com Inc. (AMZN $209.77)
  • $209.77 P/E (TTM): 29.26X Cap: $2.25T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOGL $295.77)
  • $295.77 P/E (TTM): 27.36X Cap: $3.57T
  • View GOOGL Profile
  • View Questions on GOOGL
• NVIDIA Corporation (NVDA $177.39)
  • $177.39 P/E (TTM): 36.2X Cap: $4.31T
  • View NVDA Profile
  • View Questions on NVDA
• PayPal Holdings Inc. (PYPL $45.34)
  • $45.34 P/E (TTM): 8.38X Cap: $41.74B
  • View PYPL Profile
  • View Questions on PYPL
• Visa Inc. (V $300.80)
  • $300.80 P/E (TTM): 28.24X Cap: $576.33B
  • View V Profile
  • View Questions on V
• Bank of Nova Scotia (The) (BNS $97.64)
  • $97.64 P/E (TTM): 19.0X Cap: $120.33B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Sun Life Financial Inc. (SLF $88.50)
  • $88.50 P/E (TTM): 14.39X Cap: $49.03B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Constellation Software Inc. (CSU $2,441.27)
  • $2,441.27 P/E (TTM): 74.13X Cap: $51.73B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Brookfield Renewable Partners L.P. (BEP.UN $46.60)
  • $46.60 Cap: $31.69B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Descartes Systems Group Inc. (The) (DSG $99.49)
  • $99.49 P/E (TTM): 43.28X Cap: $8.55B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Enghouse Systems Limited (ENGH $16.79)
  • $16.79 P/E (TTM): 12.62X Cap: $915M
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH
• Kinaxis Inc. (KXS $143.27)
  • $143.27 P/E (TTM): 42.99X Cap: $3.96B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.58)
  • $164.58 P/E (TTM): 130.1X Cap: $214.63B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Aritzia Inc. Subordinate Voting Shares (ATZ $114.25)
  • $114.25 Cap: $13.18B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Berkshire Hathaway Inc. (BRK.B $477.35)
  • $477.35 P/E (TTM): 15.4X Cap: $1.03T
  • View BRK.B Profile
  • View Questions on BRK.B
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.39)
  • $12.39 Cap: $1.70B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Pinterest Inc. Class A (PINS $18.18)
  • $18.18 P/E (TTM): 29.8X Cap: $12.09B
  • View PINS Profile
  • View Questions on PINS
• Airbnb Inc. (ABNB $124.95)
  • $124.95 P/E (TTM): 31.0X Cap: $76.05B
  • View ABNB Profile
  • View Questions on ABNB
• Topicus.com Inc. (TOI $96.37)
  • $96.37 P/E (TTM): 300.57X Cap: $12.56B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Hello
Could you please rank your top 10 companies from the list above. Ones that you would be happy to own at a full position. Thank you!

Upvote 0

Read Answer Asked by Cory on November 08, 2021

• Arista Networks Inc. (ANET $126.68)
  • $126.68 P/E (TTM): 46.07X Cap: $159.17B
  • View ANET Profile
  • View Questions on ANET
• Airbnb Inc. (ABNB $124.95)
  • $124.95 P/E (TTM): 31.0X Cap: $76.05B
  • View ABNB Profile
  • View Questions on ABNB

Q: Your thoughts on these 2 stocks please.

Upvote 0

Read Answer Asked by Mark on November 08, 2021