Investment Q&A

• Meta Platforms Inc. (META $650.13)
  • $650.13 P/E (TTM): 29.09X Cap: $1.63T
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• Alphabet Inc. (GOOG $321.00)
  • $321.00 P/E (TTM): 31.37X Cap: $3.86T
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• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.7X Cap: $4.46T
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• Constellation Software Inc. (CSU $3,315.00)
  • $3,315.00 P/E (TTM): 75.88X Cap: $70.81B
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• Kinaxis Inc. (KXS $176.00)
  • $176.00 P/E (TTM): 104.29X Cap: $4.93B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $232.49)
  • $232.49 P/E (TTM): 88.89X Cap: $302.53B
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• Veeva Systems Inc. Class A (VEEV $229.16)
  • $229.16 P/E (TTM): 45.22X Cap: $37.66B
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• DocuSign Inc. (DOCU $68.81)
  • $68.81 P/E (TTM): 52.17X Cap: $13.78B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.25)
  • $17.25 Cap: $2.34B
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• CrowdStrike Holdings Inc. (CRWD $519.54)
  • $519.54 Cap: $130.97B
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• Digital Turbine Inc. (APPS $4.99)
  • $4.99 Cap: $559M
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• Unity Software Inc. (U $48.98)
  • $48.98 Cap: $20.95B
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• Topicus.com Inc. (TOI $120.47)
  • $120.47 P/E (TTM): 1036.75X Cap: $10.20B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: Hi,
Currently holding around 25% tech exposure, long term growth investor. If I wanted to de-leverage my portfolio and rebalance to some other sectors, how would you rank these tech stocks?

Do you have any fundamental concerns about any of the names held or is this a good list? NVDA is on my list of names to own as well. Thank you!

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Read Answer Asked by Keith on December 13, 2021

• Broadcom Inc. (AVGO $412.97)
  • $412.97 P/E (TTM): 103.65X Cap: $1.95T
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Q: hello 5i:
can you comment on Broadcom's earnings and outlook?
thanks
Paul L

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Read Answer Asked by Paul on December 13, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.25)
  • $17.25 Cap: $2.34B
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Q: hi guys what is your feelings on this stock and do you have a target on it for next year

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Read Answer Asked by Larry on December 13, 2021

• Palo Alto Networks Inc. (PANW $192.96)
  • $192.96 P/E (TTM): 123.42X Cap: $135.91B
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• CrowdStrike Holdings Inc. (CRWD $519.54)
  • $519.54 Cap: $130.97B
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• Cloudflare Inc. Class A (NET $213.46)
  • $213.46 Cap: $73.18B
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Q: Can you recommend 2 cybersecurity stocks with decent earnings profiles.Also, what is your favourite Cybersecurity etf?
Thanks for the great work.
Phil

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Read Answer Asked by Philip on December 13, 2021

• Amazon.com Inc. (AMZN $231.78)
  • $231.78 P/E (TTM): 32.19X Cap: $2.47T
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Q: Amazon, seems to be trading sideways for a while now. Is it still worth it to stay in or do you think it makes sense to existing buy some other big tech to diversify?

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Read Answer Asked by Eugene on December 13, 2021

• NVIDIA Corporation (NVDA $183.78)
  • $183.78 P/E (TTM): 52.7X Cap: $4.46T
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• QUALCOMM Incorporated (QCOM $182.21)
  • $182.21 P/E (TTM): 35.13X Cap: $195.14B
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Q: At what % of a total portfolio would you feel it is reasonable to let these two stocks run to before starting to pare back ? A range for low-med-high risk would be useful.
Also, any opinion on what you see in the year ahead for them ?
Many Thanks.

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Read Answer Asked by Alexandra on December 13, 2021

• Topicus.com Inc. (TOI $120.47)
  • $120.47 P/E (TTM): 1036.75X Cap: $10.20B
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Q: Is Toi profitable? Txs for u usual great services & views

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Read Answer Asked by Peter on December 13, 2021

Q: Hello,
Could you please give me your take on DEFI which trades on the NEO exchange. What would be your opinion on investing in a variety of crypto assets as this company does, or would you recommend another. Thanks again

Upvote 0

Read Answer Asked by Rick on December 10, 2021

• Meta Platforms Inc. (META $650.13)
  • $650.13 P/E (TTM): 29.09X Cap: $1.63T
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• Alphabet Inc. (GOOG $321.00)
  • $321.00 P/E (TTM): 31.37X Cap: $3.86T
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• Intuitive Surgical Inc. (ISRG $555.92)
  • $555.92 P/E (TTM): 73.73X Cap: $197.85B
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• Booking Holdings Inc. (BKNG $5,277.20)
  • $5,277.20 P/E (TTM): 33.85X Cap: $170.10B
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• AbbVie Inc. (ABBV $225.18)
  • $225.18 P/E (TTM): 106.69X Cap: $394.10B
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• The AES Corporation (AES $13.80)
  • $13.80 P/E (TTM): 8.78X Cap: $9.94B
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• Duke Energy Corporation (Holding Company) (DUK $114.00)
  • $114.00 P/E (TTM): 18.19X Cap: $88.65B
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• Home Depot Inc. (The) (HD $351.13)
  • $351.13 P/E (TTM): 23.55X Cap: $349.55B
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• Hess Corporation (HES)
  • P/E (TTM): 20.66X Cap: $46.07B
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• JPMorgan Chase & Co. (JPM $310.11)
  • $310.11 P/E (TTM): 14.88X Cap: $844.20B
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• Medtronic plc. (MDT $100.77)
  • $100.77 P/E (TTM): 27.52X Cap: $129.18B
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• Mosaic Company (The) (MOS $23.75)
  • $23.75 P/E (TTM): 6.17X Cap: $7.53B
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• Morgan Stanley (MS $179.71)
  • $179.71 P/E (TTM): 18.32X Cap: $285.61B
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• Prologis Inc. (PLD $129.71)
  • $129.71 P/E (TTM): 37.05X Cap: $120.48B
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• PPG Industries Inc. (PPG $100.44)
  • $100.44 P/E (TTM): 17.69X Cap: $22.53B
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• Public Storage (PSA $267.62)
  • $267.62 P/E (TTM): 27.46X Cap: $46.95B
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• Sherwin-Williams Company (The) (SHW $326.27)
  • $326.27 P/E (TTM): 31.33X Cap: $80.88B
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• Stryker Corporation (SYK $353.80)
  • $353.80 P/E (TTM): 45.89X Cap: $135.30B
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• TJX Companies Inc. (The) (TJX $155.67)
  • $155.67 P/E (TTM): 35.01X Cap: $172.86B
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• Verizon Communications Inc. (VZ $39.92)
  • $39.92 P/E (TTM): 8.58X Cap: $168.31B
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• Exxon Mobil Corporation (XOM $119.54)
  • $119.54 P/E (TTM): 17.19X Cap: $504.11B
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• Xylem Inc. New (XYL $138.46)
  • $138.46 P/E (TTM): 35.3X Cap: $33.71B
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• Bank of Nova Scotia (The) (BNS $100.20)
  • $100.20 P/E (TTM): 19.24X Cap: $124.40B
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• Suncor Energy Inc. (SU $60.95)
  • $60.95 P/E (TTM): 14.17X Cap: $73.21B
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• BCE Inc. (BCE $32.01)
  • $32.01 P/E (TTM): 4.82X Cap: $29.92B
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• Canadian Natural Resources Limited (CNQ $46.51)
  • $46.51 P/E (TTM): 14.72X Cap: $97.21B
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• Loblaw Companies Limited (L $61.27)
  • $61.27 P/E (TTM): 7.59X Cap: $73.24B
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• Sun Life Financial Inc. (SLF $81.13)
  • $81.13 P/E (TTM): 20.47X Cap: $45.22B
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $49.51)
  • $49.51 P/E (TTM): 4.07X Cap: $27.41B
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• TELUS Corporation (T $18.30)
  • $18.30 Cap: $28.32B
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• Dollarama Inc. (DOL $200.46)
  • $200.46 P/E (TTM): 44.1X Cap: $55.40B
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• Fortis Inc. (FTS $69.11)
  • $69.11 P/E (TTM): 19.95X Cap: $34.92B
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• ARC Resources Ltd. (ARX $26.52)
  • $26.52 P/E (TTM): 6.63X Cap: $15.26B
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• WSP Global Inc. (WSP $241.40)
  • $241.40 P/E (TTM): 35.86X Cap: $31.52B
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• Algonquin Power & Utilities Corp. (AQN $8.01)
  • $8.01 Cap: $6.15B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.54)
  • $36.54 P/E (TTM): 96.32X Cap: $5.76B
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• Descartes Systems Group Inc. (The) (DSG $128.79)
  • $128.79 P/E (TTM): 53.65X Cap: $11.07B
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• TFI International Inc. (TFII $139.46)
  • $139.46 P/E (TTM): 25.41X Cap: $11.47B
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• Whitecap Resources Inc. (WCP $11.61)
  • $11.61 P/E (TTM): 9.91X Cap: $14.09B
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• ATS Corporation (ATS $38.05)
  • $38.05 Cap: $3.73B
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• BRP Inc. Subordinate Voting Shares (DOO $104.29)
  • $104.29 Cap: $7.65B
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• Primo Water Corporation (PRMW $37.40)
  • $37.40 P/E (TTM): 15.23X Cap: $5.99B
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• Premium Brands Holdings Corporation (PBH $102.59)
  • $102.59 P/E (TTM): 69.9X Cap: $4.59B
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• Knight Therapeutics Inc. (GUD $6.03)
  • $6.03 Cap: $601M
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• goeasy Ltd. (GSY $125.64)
  • $125.64 P/E (TTM): 9.03X Cap: $2.01B
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• InterRent Real Estate Investment Trust (IIP.UN $13.19)
  • $13.19 Cap: $1.84B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $11.87)
  • $11.87 P/E (TTM): 27.6X Cap: $3.48B
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• Profound Medical Corp. (PRN $9.90)
  • $9.90 Cap: $297M
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• Boralex Inc. Class A Shares (BLX $24.42)
  • $24.42 Cap: $2.50B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $115.72)
  • $115.72 P/E (TTM): 48.19X Cap: $13.34B
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• CubeSmart (CUBE $36.03)
  • $36.03 P/E (TTM): 22.79X Cap: $8.21B
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• Nutrien Ltd. (NTR $81.38)
  • $81.38 P/E (TTM): 47.11X Cap: $39.33B
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• Alimentation Couche-Tard Inc. (ATD.A)
  • P/E (TTM): 9.8X
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• Extra Space Storage Inc (EXR $129.77)
  • $129.77 P/E (TTM): 28.34X Cap: $26.88B
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• MEDIFAST INC (MED $11.66)
  • $11.66 P/E (TTM): 34.24X Cap: $124M
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• T-Mobile US Inc. (TMUS $195.32)
  • $195.32 P/E (TTM): 19.38X Cap: $218.46B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.25)
  • $17.25 Cap: $2.34B
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• CrowdStrike Holdings Inc. (CRWD $519.54)
  • $519.54 Cap: $130.97B
  • View CRWD Profile
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• Jacobs Solutions Inc. (J $135.25)
  • $135.25 P/E (TTM): 57.68X Cap: $16.05B
  • View J Profile
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• Trane Technologies plc (TT $399.14)
  • $399.14 P/E (TTM): 30.72X Cap: $88.50B
  • View TT Profile
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• Celsius Holdings Inc. (CELH $44.28)
  • $44.28 P/E (TTM): 392.82X Cap: $11.41B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $54.39)
  • $54.39 Cap: $20.34B
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• Topicus.com Inc. (TOI $120.47)
  • $120.47 P/E (TTM): 1036.75X Cap: $10.20B
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Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT

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Read Answer Asked by kaushikbhai on December 10, 2021

• Teladoc Health Inc. (TDOC $7.69)
  • $7.69 Cap: $1.36B
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Q: What are your thoughts on TDOC? Would you purchase at these levels for a higher risk investor? Do you expect a bounce in January? Would you prefer another stock with more potential upside?

Thanks for your service?

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Read Answer Asked by Ozzie on December 10, 2021

• Intuitive Surgical Inc. (ISRG $555.92)
  • $555.92 P/E (TTM): 73.73X Cap: $197.85B
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• Rockwell Automation Inc. (ROK $410.23)
  • $410.23 P/E (TTM): 52.3X Cap: $46.05B
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• iRobot Corporation (IRBT $5.24)
  • $5.24 Cap: $166M
  • View IRBT Profile
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Q: Your thoughts on the company? And any suggestions on solid companies that you prefer in the robotic space?

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Read Answer Asked by Stephan on December 10, 2021

• PayPal Holdings Inc. (PYPL $61.16)
  • $61.16 P/E (TTM): 12.23X Cap: $57.22B
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• Mastercard Incorporated (MA $538.86)
  • $538.86 P/E (TTM): 34.37X Cap: $483.89B
  • View MA Profile
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• Visa Inc. (V $325.73)
  • $325.73 P/E (TTM): 32.01X Cap: $628.74B
  • View V Profile
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
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Q: I have been hearing regularly BNN market call guest select payment stocks as their top picks over the last month. What is your opinion of these stocks? are they good value right now and do you think they are facing any headwinds?
thanks

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Read Answer Asked by Mary on December 10, 2021

Q: 5i
Can you please provide me with 3 stocks you would consider 'Bargain Prices' today!
Thanks

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Read Answer Asked by Fernando on December 10, 2021

• D2L Inc. Subordinate Voting Shares (DTOL $16.48)
  • $16.48 P/E (TTM): 20.63X Cap: $903M
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Q: Can you please comment on earnings release, price relative to peers and recent declining stock price? (I think the stock price declines relates to software malfunctions in the news that have been rectified & weak sector)

Upvote 0

Read Answer Asked by David on December 09, 2021

• iShares S&P Global Clean Energy Index Fund (ICLN $16.74)
  • $16.74 P/E (TTM): 40.93X Cap: $1.91B
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Q: Which of the above clean energy etf would you prefer if exposure to this sector is desired?

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Read Answer Asked by M on December 09, 2021

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
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Q: Good Morning

I understand the NVEI issued a statement about the Short Report. Have you seen it and analyzed it?

What is your takeaway from it. Do you believe it has credibility?

Sheldon

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Read Answer Asked by Sheldon on December 09, 2021

• Nuvei Corporation (NVEI)
  • Cap: $4.81B
  • View NVEI Profile
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Q: If the short report on nuvei is half true-only half its devastating.
and guess what lightspeed has not come close to revovering.

My question is why dont you tell your members to back off, my impression is your encouraging them to hold on, things arent that bad etc etc.

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Read Answer Asked by david on December 09, 2021

• Nuvei Corporation (NVEI)
  • Cap: $4.81B
  • View NVEI Profile
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Q: Is it time to sell some $68,00 puts - out 3 or 4 months? Thanks

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Read Answer Asked by gary on December 09, 2021

Q: Hi Peter/Ryan can you comment on this short report and why it affects stocks so negatively. Thanks

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Read Answer Asked by Nick on December 09, 2021

• Constellation Software Inc. (CSU $3,315.00)
  • $3,315.00 P/E (TTM): 75.88X Cap: $70.81B
  • View CSU Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $232.49)
  • $232.49 P/E (TTM): 88.89X Cap: $302.53B
  • View SHOP Profile
  • View Questions on SHOP
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Q: Of these 2 stocks, which would you recommend for a 3-5 year hold. Also, feel free to suggest a more preferred pick if you have one. Thanks

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Read Answer Asked by Charles on December 09, 2021