Investment Q&A

• Amazon.com Inc. (AMZN $210.32)
  • $210.32 P/E (TTM): 31.45X Cap: $2.24T
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• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.71X Cap: $3.90T
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• Microsoft Corporation (MSFT $401.14)
  • $401.14 P/E (TTM): 28.0X Cap: $2.97T
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• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.50T
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• Tesla Inc. (TSLA $411.11)
  • $411.11 P/E (TTM): 264.81X Cap: $1.54T
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• Atrium Mortgage Investment Corporation (AI $11.72)
  • $11.72 P/E (TTM): 11.22X Cap: $558M
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• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 94.83X Cap: $339.34B
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• GLOBAL X FDS (BOTZ $37.48)
  • $37.48 P/E (TTM): 61.6X Cap: $3.37B
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• iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
  • P/E (TTM): 35.8X Cap: $661M
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Q: Can I get your 3 or 4 picks for Ai stocks or ETF,s

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Read Answer Asked by Scott on April 10, 2023

• Photronics Inc. (PLAB $37.24)
  • $37.24 P/E (TTM): 15.08X Cap: $2.19B
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Q: i am going to buy this stock next week. is there any reason i should not?

Upvote 1

Read Answer Asked by brian on April 10, 2023

• Pure Storage Inc. Class A (PSTG $70.99)
  • $70.99 P/E (TTM): 164.82X Cap: $23.43B
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Q: would you recommend buying this company at this time

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Read Answer Asked by brian on April 10, 2023

• Intuit Inc. (INTU $443.77)
  • $443.77 P/E (TTM): 29.87X Cap: $123.54B
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Q: Recently there has been some work done on distortions introduced by excluding stock based compensation from the financial statements. According to one London fund manager adding back $1.8 billion of compensation expenses actually places Intuit's P/E ratio at 43 rather than 28 times, which on the face of it seems worrisome. What is your take on this?

https://finance.yahoo.com/news/evaluate-intuit-intu-stock-125237588.html

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Read Answer Asked by Andrew on April 10, 2023

• Palo Alto Networks Inc. (PANW $159.32)
  • $159.32 P/E (TTM): 97.96X Cap: $111.04B
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• CrowdStrike Holdings Inc. (CRWD $395.50)
  • $395.50 Cap: $99.70B
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Q: Peter; I’m debating adding to CRWD or buying some PANW? Thanks
Rod

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Read Answer Asked by Rodney on April 10, 2023

• Super Micro Computer Inc. (SMCI $34.38)
  • $34.38 P/E (TTM): 24.29X Cap: $20.52B
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Q: Hi there, what do you make of the webbush report downgrading Smci and warning of -37% downside? Thanks.

Jason

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Read Answer Asked by Jason on April 06, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Is there any reason for the recent drop in this stock? It is approaching 52 week lows. Would you consider it a buy today?

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Read Answer Asked by Donald on April 06, 2023

• Aehr Test Systems (AEHR $26.39)
  • $26.39 Cap: $808M
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Q: Can you comment on AEHR's recent quarter earning report? It looks both earning and revenue are above estimate, why the stock drop so much after the earning report?

Thanks,

Upvote 0

Read Answer Asked by Adam on April 06, 2023

• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.50T
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• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 94.83X Cap: $339.34B
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Q: For approximately 10 month of the last year (March 22 to Jan 23) AMD and NVDA stock prices acted similarly but in Feb 23 ADM stock price leveled off and then dropped while NVDA continued to climb. Was there any specific circumstance that caused this divergence? At this time what entry price for each of these stocks would you suggest. Thanks
Mike

Upvote 0

Read Answer Asked by Michael on April 06, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
  • $153.06 P/E (TTM): 81.74X Cap: $199.17B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: What do you consider good entry points for shop and nvei?

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Read Answer Asked by Gary on April 06, 2023

Q: What are your thoughts on this business and future potential?

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Read Answer Asked by Chris on April 05, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Topicus.com Inc. (TOI $94.72)
  • $94.72 P/E (TTM): 822.13X Cap: $7.88B
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Q: Which one would you prefer between NVEI & TOI if you have to choose one and why

Thanks for the great service

Upvote 0

Read Answer Asked by Hector on April 05, 2023

• State Street SPDR S&P Semiconductor ETF (XSD $358.80)
  • $358.80 P/E (TTM): 35.64X Cap: $1.76B
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• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $348.51)
  • $348.51 P/E (TTM): 40.76X Cap: $21.11B
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• VanEck Vectors Semiconductor ETF (SMH $401.65)
  • $401.65 P/E (TTM): 35.18X Cap: $43.90B
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Q: Good afternoon,

Q1. I would appreciate your thoughts on initiating a position in the Semiconductor sector at this time.

Q2. What are your thoughts on XSD ETF and do you have a better recommendation in this sector.

Many thanks and I'll await for your response and sage advice.

Upvote 0

Read Answer Asked by Francesco on April 04, 2023

• Walmart Inc. (WMT $131.18)
  • $131.18 Cap: $1.04T
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Q: Hello 5i
Could I have your assessment Symbiotic (SYM)please?
Thank you
Dave

Upvote 0

Read Answer Asked by Dave on April 04, 2023

• Quisitive Technology Solutions Inc. (QUIS $0.56)
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Q: Could you comment on the Q4 and full year numbers. Is this becoming a profitable co. Would you buy?

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Read Answer Asked by Harry on April 04, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: Which would you say has more potential to be very successful, NVEI or LSPD?

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Read Answer Asked by Jim on April 04, 2023

• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.50T
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Q: I am currently 14.5% NVDA in a 1.2M portfolio. Should I trim back my shares and go into QQQ or VGT?

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Read Answer Asked by Brucey on April 04, 2023

• BRP Inc. Subordinate Voting Shares (DOO $106.44)
  • $106.44 Cap: $7.68B
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• EQB Inc. (EQB $114.32)
  • $114.32 P/E (TTM): 16.82X Cap: $4.29B
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• Copart Inc. (CPRT $40.36)
  • $40.36 P/E (TTM): 24.47X Cap: $39.06B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
  • $61.71 P/E (TTM): 87.21X Cap: $138.55B
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• Lumine Group Inc. (LMN $20.00)
  • $20.00 P/E (TTM): 76.45X Cap: $5.13B
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Q: The top spots on my watchlist contains the following names (Adyen doesn't come up in your search so it won't show in the company box above. Would you rank in which order you would add to or start a position in these names based on our current situation. The companies are ADYEN, DOO, EQB, LUMINE, BN, NVEI, Copart. Thx

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Read Answer Asked by Adam on April 03, 2023

• Descartes Systems Group Inc. (The) (DSG $91.25)
  • $91.25 P/E (TTM): 39.54X Cap: $7.84B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
  • $153.06 P/E (TTM): 81.74X Cap: $199.17B
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Q: Good morning, which would you buy first in the balanced portfolio, shopify or descartes?
Thanks, Rod

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Read Answer Asked by Rod on April 03, 2023

• Fortinet Inc. (FTNT $82.76)
  • $82.76 P/E (TTM): 32.48X Cap: $61.54B
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• Palo Alto Networks Inc. (PANW $159.32)
  • $159.32 P/E (TTM): 97.96X Cap: $111.04B
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• Check Point Software Technologies Ltd. (CHKP $180.91)
  • $180.91 Cap: $19.60B
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• CrowdStrike Holdings Inc. (CRWD $395.50)
  • $395.50 Cap: $99.70B
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Q: Hello 5i; I would appreciate your thoughts on cybersecurity stocks. I know you like CRWD but asking about CHKP and your take on the best in this space. Many thanks as always. Barbara

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Read Answer Asked by Barbara on March 31, 2023