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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i Team - My question is both general and specific. When putting a value on a company the term multiple is often used. When talking about multiples could you explain what kinds of metrics this may involve, such as Price per Earnings, Price per Sales, Price per Cash Flow, etc. What multiples do you feel are the most useful in assessing the value of a company. Also what is the difference between cash flow and free cash flow.

The specific part of this question applies to SHOP. What are the most useful multiples to evaluate SHOP at today's price. Is it possible that it is now reasonably priced without the added bonus of expected growth (albeit slowing growth) Thank you.
Read Answer Asked by Rob on February 22, 2022
Q: What would be your current top 5 buys in the US and Canada? Thanks
Read Answer Asked by Dave on February 22, 2022
Q: Hi!
On Feb 17th, you were quite positive on Roku but today after terrible earnings you are not suggesting to add to positions. If this was a stock that was liked at 350 or higher, why is is not a screaming deal today? Has something fundamentally changed regarding this company and I would imagine that if you are recommending to a huge platform like this you have done the homework regarding this company that we lay people can't properly do. If you can please comment on the surprises you could not have anticipated it would be most appreciated. Thank you!
Read Answer Asked by Neil on February 18, 2022
Q: I have very limited tech exposure in my portfolio (AT, SYZ, LSPD & TIXT all less than 5% each) and I am interested in these 3 names due to recent tech down trend.
1) Can you provide your opinion on them and suggest which one of the three is cheapest in terms of valuation ?
2) which one would be your best pick of the three, and why?
3) Also pick and explain the second choice.
Growth investor with med-high risk appetite and looking at 5 to 10 year holding period.
Thank you
Read Answer Asked by Jabs on February 18, 2022
Q: Pltr got hammered 15.75% today after Q results.Please comment. In light of the above & market backdrop,I am thinking of selling and take my losses as there maybe more pain,& maybe replace it with Goog &/or Msft. Please provide u opinion.Txs for u usual great services & views.
Read Answer Asked by Peter on February 18, 2022
Q: My position in ROKU has decreased to less than 1% with the losses it has taken from the highs (bought at $353/share). Would you recommend adding to it at these levels? How expensive is it right now? Is it at the high end of its peers? I am comfortable with risk, is held within my TFSA, and looking 5+ years hold.
Read Answer Asked by Justin on February 17, 2022
Q: This company has been on a fairly continual slide for a year now. I am just about break-even in a TFSA, I have had a bad habit in the past of being impatient and because room in the TFSA is limited I have sometimes sold things for the next shiny object and regretted the decision years later as the original holding finally takes off.

Analysts following the stock seem to still expect significant upside, what do you see in terms of potential and also risks?
Read Answer Asked by Stephen R. on February 17, 2022
Q: Hi Peter, Ryan, and Team,

I know you like GOOG, and am wondering if the following story is further reason to buy some/more, and perhaps a reason to lighten up on MSFT?

https://www.thurrott.com/mobile/chrome-os/262838/google-wants-to-turn-old-pcs-into-chromebooks-with-chrome-os-flex


Thanks as always for your insight.























Read Answer Asked by Jerry on February 16, 2022
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