Investment Q&A

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $51.77)
  • $51.77 P/E (TTM): 21.04X Cap: $3.49B
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• iShares Russell 2000 Growth ETF (IWO $324.78)
  • $324.78 P/E (TTM): 23.11X Cap: $13.15B
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• BMO Aggregate Bond Index ETF (ZAG $13.95)
  • $13.95 Cap: $12.37B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $50.02)
  • $50.02 P/E (TTM): 20.73X Cap: $20.99B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.40)
  • $40.40 P/E (TTM): 14.68X Cap: $1.07B
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• Purpose International Dividend Fund (PID $29.48)
  • $29.48 P/E (TTM): 30.07X Cap: $135M
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• Vanguard FTSE Developed Europe All Cap Index ETF (VE $43.97)
  • $43.97 P/E (TTM): 16.69X Cap: $491M
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.54)
  • $45.54 P/E (TTM): 5.86X Cap: $3.18B
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• iShares Biotechnology ETF (IBB $171.28)
  • $171.28 P/E (TTM): 22.53X Cap: $8.57B
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• SPDR S&P 500 ETF Trust (SPY $681.00)
  • $681.00 P/E (TTM): 27.29X Cap: $707.01B
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• INVESCO QQQ Trust (QQQ $616.48)
  • $616.48 P/E (TTM): 36.83X Cap: $405.02B
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Q: What are your top 10 ETF’s to hold forever?
Would you buy them on the US or Canadian markets if available. I know some of the US listed ETF’s are more liquid. Thanks

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Read Answer Asked by Ben on November 05, 2021

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: Your analysis of results please

Sheldon

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Read Answer Asked by Sheldon on November 05, 2021

• Pinterest Inc. Class A (PINS $26.50)
  • $26.50 P/E (TTM): 9.04X Cap: $17.64B
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Q: Hi 5i Team,
Pls comment on Pinterest future outlook.
It reported earning beat, but MAU still declining.

Would you be comfortable initiating a position of this stock?

Thanks you for great advice.

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Read Answer Asked by Pui on November 05, 2021

• Meta Platforms Inc. (META $644.36)
  • $644.36 P/E (TTM): 28.7X Cap: $1.63T
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• NVIDIA Corporation (NVDA $178.70)
  • $178.70 P/E (TTM): 50.43X Cap: $4.30T
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: What are some safer ways to gain exposure to the emerging Metaverse theme?

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Read Answer Asked by Gerry on November 05, 2021

• NVIDIA Corporation (NVDA $178.70)
  • $178.70 P/E (TTM): 50.43X Cap: $4.30T
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Q: Just trimmed my nvda (makes up for my lspd & mrna positions)

What % would you recommend keeping NVDA at?

Thanks for all your support.
Mark

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Read Answer Asked by Mark on November 05, 2021

• Constellation Software Inc. (CSU $3,325.00)
  • $3,325.00 P/E (TTM): 76.8X Cap: $71.67B
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Q: Please comment on earnings

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Read Answer Asked by Aaron on November 05, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.68)
  • $15.68 Cap: $2.13B
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Q: What price would be attractive entry for Lspd.? Thanks

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Read Answer Asked by Hue on November 05, 2021

• NVIDIA Corporation (NVDA $178.70)
  • $178.70 P/E (TTM): 50.43X Cap: $4.30T
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• QUALCOMM Incorporated (QCOM $167.20)
  • $167.20 P/E (TTM): 33.55X Cap: $180.02B
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• Advanced Micro Devices Inc. (AMD $217.30)
  • $217.30 P/E (TTM): 108.12X Cap: $354.14B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $289.86)
  • $289.86 P/E (TTM): 40.45X Cap: $1.51T
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Q: Is there a reason why TSM has been flat while other semi's like NVDA, AMD, AVGO have been on fire. I wanted to buy NVDA but missed the recent move higher and looking for another semi that will catch up to these other names. Is TSM a good candidate? Thanks!

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Read Answer Asked by Keith on November 04, 2021

• NVIDIA Corporation (NVDA $178.70)
  • $178.70 P/E (TTM): 50.43X Cap: $4.30T
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• QUALCOMM Incorporated (QCOM $167.20)
  • $167.20 P/E (TTM): 33.55X Cap: $180.02B
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• Advanced Micro Devices Inc. (AMD $217.30)
  • $217.30 P/E (TTM): 108.12X Cap: $354.14B
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• Marvell Technology Inc. (MRVL $90.88)
  • $90.88 Cap: $77.07B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $289.86)
  • $289.86 P/E (TTM): 40.45X Cap: $1.51T
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• VanEck Vectors Semiconductor ETF (SMH $351.06)
  • $351.06 P/E (TTM): 28.66X Cap: $36.63B
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Q: I am holding a small position in TSM that is currently at a 2% loss. The share price has been trading sideways for some time. I also own SMH which has TSM as one it's top holdings. I am inclined to sell TSM and use the money for something else. I plan to keep holding SMH which has made good gains for me. Both are in the same taxable margin account. Should I keep holding TSM for the longer term, or should I let it go? I am also holding MRVL, AMD, QCOM and NVDA for the long term.

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Read Answer Asked by Maureen on November 04, 2021

• Twilio Inc. Class A (TWLO $128.88)
  • $128.88 P/E (TTM): 332.54X Cap: $19.66B
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• Snap Inc. Class A (SNAP $7.60)
  • $7.60 Cap: $13.20B
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• Roku Inc. (ROKU $95.68)
  • $95.68 Cap: $14.30B
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• CrowdStrike Holdings Inc. (CRWD $499.89)
  • $499.89 Cap: $127.77B
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• Datadog Inc. (DDOG $159.14)
  • $159.14 P/E (TTM): 509.59X Cap: $56.11B
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• UiPath Inc. Class A (PATH $13.92)
  • $13.92 P/E (TTM): 462.0X Cap: $7.35B
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Q: Out of the above companies (CRWD, ROKU, SNAP, PATH, DDOG, TWLO) - which do you have the most conviction for? How would you rank them? Are there any of this list that you would avoid?

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Read Answer Asked by Stephen on November 04, 2021

• Roku Inc. (ROKU $95.68)
  • $95.68 Cap: $14.30B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.68)
  • $15.68 Cap: $2.13B
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• Topicus.com Inc. (TOI $129.80)
  • $129.80 P/E (TTM): 1065.55X Cap: $10.64B
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• DigitalOcean Holdings Inc. (DOCN $43.15)
  • $43.15 P/E (TTM): 17.81X Cap: $4.07B
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Q: What crappy news to wake up this a.m. All down substantially pre market

When you consider the results of each of these companies and they were all current holdings at reasonable weightings would you hold, sell, or buy more given the levels they have fallen to and your outlook going forward?

Sheldon

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Read Answer Asked by Sheldon on November 04, 2021

• PayPal Holdings Inc. (PYPL $62.96)
  • $62.96 P/E (TTM): 12.61X Cap: $58.65B
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• Mastercard Incorporated (MA $549.31)
  • $549.31 P/E (TTM): 35.2X Cap: $494.37B
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• Affirm Holdings Inc. (AFRM $70.87)
  • $70.87 P/E (TTM): 107.5X Cap: $23.41B
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Q: Looking to invest in this area what would your recommendations be currently

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Read Answer Asked by mike on November 04, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.68)
  • $15.68 Cap: $2.13B
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Q: Based on lowered guidance from LSPD, do you see this as an opportunity to buy for the long term based on lower stock price today. Thanks.

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Read Answer Asked by RALPH on November 04, 2021

• Topicus.com Inc. (TOI $129.80)
  • $129.80 P/E (TTM): 1065.55X Cap: $10.64B
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Q: Hi. Please comment on Topicus earnings. Thanks

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Read Answer Asked by rajeev on November 04, 2021

• Roku Inc. (ROKU $95.68)
  • $95.68 Cap: $14.30B
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Q: Can you comment on ROKU earning results and guidance

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Read Answer Asked by Colum on November 04, 2021

• Fastly Inc. Class A (FSLY $11.36)
  • $11.36 Cap: $1.74B
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Q: Hi 5i,
FSLY reported earnings today and stock is up....How were their earnings and forecast. What does the future look like for them today?
Currently own this stock down -35%. Would you continue to hold ORsell and move on. There are no tax loss benefits to capture.
If sell what would you suggest to replace with in similiar space?
Thx
Jim

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Read Answer Asked by jim on November 04, 2021

• 5N Plus Inc. (VNP $19.33)
  • $19.33 P/E (TTM): 28.96X Cap: $1.77B
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Q: Can you comment on VNP earnings?

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Read Answer Asked by Brian on November 04, 2021

• Magnite Inc. (MGNI $14.96)
  • $14.96 P/E (TTM): 36.72X Cap: $2.11B
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Q: Hi, any updated views or news on MGNI! I'm continuing to hold on for the longer term.
I thank-you in advance.! Sam

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Read Answer Asked by sam on November 04, 2021

• Zillow Group Inc. (ZG $71.79)
  • $71.79 Cap: $17.55B
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• Digital Turbine Inc. (APPS $4.67)
  • $4.67 Cap: $537M
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Q: Of these 3 losers today which would be your preferred one to follow for a buy?

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Read Answer Asked by Gerald on November 03, 2021

• Rockwell Automation Inc. (ROK $392.07)
  • $392.07 P/E (TTM): 51.68X Cap: $44.44B
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• ON Semiconductor Corporation (ON $50.28)
  • $50.28 P/E (TTM): 65.25X Cap: $20.21B
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Q: Thoughts on earnings and forcast for both ? Thank you.

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Read Answer Asked by Paul on November 03, 2021