Investment Q&A

• Apple Inc. (AAPL $248.35)
  • $248.35 P/E (TTM): 33.2X Cap: $3.65T
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• Amazon.com Inc. (AMZN $234.34)
  • $234.34 P/E (TTM): 32.67X Cap: $2.50T
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• Meta Platforms Inc. (META $647.63)
  • $647.63 P/E (TTM): 26.75X Cap: $1.54T
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• Alphabet Inc. (GOOG $330.84)
  • $330.84 P/E (TTM): 32.42X Cap: $3.98T
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• Microsoft Corporation (MSFT $451.14)
  • $451.14 P/E (TTM): 32.33X Cap: $3.30T
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• Netflix Inc. (NFLX $83.54)
  • $83.54 P/E (TTM): 35.66X Cap: $353.98B
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• Evolve FANGMA Index ETF (TECH $20.06)
  • $20.06 P/E (TTM): 30.25X Cap: $94M
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Q: Is there an etf that has google facebook apple and microsoft that trades on tsx in canadian funds.
T Steve

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Read Answer Asked by Stephen on February 03, 2022

• NVIDIA Corporation (NVDA $184.84)
  • $184.84 P/E (TTM): 45.49X Cap: $4.49T
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• Crocs Inc. (CROX $86.31)
  • $86.31 P/E (TTM): 26.8X Cap: $4.48B
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• Digital Turbine Inc. (APPS $5.17)
  • $5.17 Cap: $582M
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Q: Could you please give me 3-4 U.S. stocks you like for growth, regardless of sector and advise also why you like them.
Thank you

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Read Answer Asked by Margaret on February 02, 2022

• Alphabet Inc. (GOOG $330.84)
  • $330.84 P/E (TTM): 32.42X Cap: $3.98T
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Q: What would your best guess as to the price of Google after the 20-1 split? I have been reluctant to buy Google due to high price per share and am now interested, would it be best to buy now at fewer shares or wait until the split and buy more shares? Do you think now or post split?
Cheers, Doug

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Read Answer Asked by Doug on February 02, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $189.69)
  • $189.69 P/E (TTM): 102.75X Cap: $246.84B
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Q: Can you speak to the downgrade today and the fulfillment issues raised?

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Read Answer Asked by Cory on February 02, 2022

• Intel Corporation (INTC $54.32)
  • $54.32 P/E (TTM): 5425.0X Cap: $249.42B
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• Advanced Micro Devices Inc. (AMD $253.73)
  • $253.73 P/E (TTM): 115.27X Cap: $406.68B
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Q: Hi,

AMD reported earnings after hours yesterday. The stock was up over 10% after hours.

May I get your take on the results and if you would consider it a buy at these levels?

Thanks

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Read Answer Asked by ilie on February 02, 2022

• Constellation Software Inc. (CSU $2,713.02)
  • $2,713.02 P/E (TTM): 61.92X Cap: $57.49B
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Q: What does the market expect for this quarter?

Thx

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Read Answer Asked by blake on February 02, 2022

• CrowdStrike Holdings Inc. (CRWD $453.77)
  • $453.77 Cap: $114.39B
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• Digital Turbine Inc. (APPS $5.17)
  • $5.17 Cap: $582M
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Q: At this time, is APPS and CRWD similar in their risk/reward profile or is one preferred over the other; I see that CRWD's market cap is almost 10x that of APPS. Can you explain very briefly how APPS generates the majority of it's income.
Thanks!

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Read Answer Asked by Grant on February 02, 2022

• DocuSign Inc. (DOCU $57.50)
  • $57.50 P/E (TTM): 39.03X Cap: $11.51B
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Q: It looks like 5i has sold DOCU. I've held shares for about 3 years so it's been a great performer for me (although not so much lately). If you can share your thoughts, I'm curious why you've moved on from this name.

Thanks

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Read Answer Asked by Dennis on February 02, 2022

• Alphabet Inc. (GOOG $330.84)
  • $330.84 P/E (TTM): 32.42X Cap: $3.98T
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Q: After market closed today,Goog reports big beat on top & bottom line for Q4,plus 20 to 1 split resulting in some 9.26% rise in AH. In this market backdrop is it OK to buy the shares,& if so,nibble or take a personal full position..Txs for u usual great services & views

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Read Answer Asked by Peter on February 02, 2022

• DocuSign Inc. (DOCU $57.50)
  • $57.50 P/E (TTM): 39.03X Cap: $11.51B
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• CrowdStrike Holdings Inc. (CRWD $453.77)
  • $453.77 Cap: $114.39B
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• Digital Turbine Inc. (APPS $5.17)
  • $5.17 Cap: $582M
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• Unity Software Inc. (U $42.13)
  • $42.13 Cap: $18.02B
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• Upstart Holdings Inc. (UPST $46.28)
  • $46.28 P/E (TTM): 185.88X Cap: $4.50B
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Q: Hi folks. I am at a 47% loss in a registered account. It now is only a small percentage. Might it be a good idea to sell and circle back in about a year. What could be a better replacement?
Also January often tells us what kind of an investing year we will have as does the 2nd year of a presidency. What are your thoughts? It appears to be setting up for a tough year.
Thank you for your guidance as always

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Read Answer Asked by El-ann on February 01, 2022

• Evertz Technologies Limited (ET $14.17)
  • $14.17 P/E (TTM): 17.04X Cap: $1.08B
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• Absolute Software Corporation (ABST $15.20)
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Q: which of these two would you own first and why ? thanks

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Read Answer Asked by jim on January 31, 2022

• Kinaxis Inc. (KXS $148.69)
  • $148.69 P/E (TTM): 92.29X Cap: $4.17B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $189.69)
  • $189.69 P/E (TTM): 102.75X Cap: $246.84B
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Q: Which, in your opinion, will provide a better return over the next 5 years: Shopify or Kinaxis?

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Read Answer Asked by Peter on January 30, 2022

• Celestica Inc. (CLS $400.29)
  • $400.29 P/E (TTM): 51.14X Cap: $46.04B
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Q: Current thoughts regarding Celestica please. They seem to be finally coming around.
Looking forward do you think they might sustain. Thanks.

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Read Answer Asked by Raymond on January 30, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.67)
  • $15.67 Cap: $2.13B
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Q: LSPD reports F2022/Q3 on February 2 after the market closes. For this quarter, what is the estimate for revenue and gross margin, and what is the estimate for adjusted EBITDA (loss) and adjusted EPS (loss)? Thank you.

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Read Answer Asked by Marc on January 30, 2022

• Squarespace Inc. Class A (SQSP)
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Q: any chance this has serious upside

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Read Answer Asked by jim on January 30, 2022

• DocuSign Inc. (DOCU $57.50)
  • $57.50 P/E (TTM): 39.03X Cap: $11.51B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: Hi, am thinking of selling DOCU and replacing it with NVEI in my tfsa for growth. Does this make sense?
Peter

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Read Answer Asked by Peter on January 30, 2022

• Lam Research Corporation (LRCX $220.70)
  • $220.70 P/E (TTM): 50.42X Cap: $277.20B
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Q: Can you comment on their earnings release, valuation with the recent fall and opine on their prospects? Wondering whether this is a decent entry point for what I think is a "pick-and-shovel" company in the semi space? Thanks

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Read Answer Asked by Michael on January 30, 2022

• Lam Research Corporation (LRCX $220.70)
  • $220.70 P/E (TTM): 50.42X Cap: $277.20B
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Q: Can I please have your take on Lam Research's recently announced earnings. Do you consider the stock a buy at this price or is there another name in this industry that you prefer. Your overall view on Lam would be appreciated. Thank You.

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Read Answer Asked by Brian on January 28, 2022

• Alphabet Inc. (GOOG $330.84)
  • $330.84 P/E (TTM): 32.42X Cap: $3.98T
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: I actually bought Square (Block) at 65.00 but it has dramatically dropped in price. My question is do it hold or sell and buy perhaps a more secure stock like Googlewhich had been dependable over the last 5 years for me. It may recover faster.

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Read Answer Asked by Dennis on January 28, 2022

• Alphabet Inc. (GOOG $330.84)
  • $330.84 P/E (TTM): 32.42X Cap: $3.98T
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• Microsoft Corporation (MSFT $451.14)
  • $451.14 P/E (TTM): 32.33X Cap: $3.30T
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Q: Hello Team,
Which would you prefer going forward, Google or Microsoft and why.
Thanks,
Barry

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Read Answer Asked by Barry on January 28, 2022