Investment Q&A

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $51.60)
  • $51.60 P/E (TTM): 20.13X Cap: $3.59B
  • View XAW Profile
  • View Questions on XAW
• iShares Russell 2000 Growth ETF (IWO $331.06)
  • $331.06 P/E (TTM): 23.11X Cap: $13.42B
  • View IWO Profile
  • View Questions on IWO
• BMO Aggregate Bond Index ETF (ZAG $13.76)
  • $13.76 Cap: $12.09B
  • View ZAG Profile
  • View Questions on ZAG
• iShares Core S&P/TSX Capped Composite Index ETF (XIC $50.08)
  • $50.08 P/E (TTM): 20.73X Cap: $21.10B
  • View XIC Profile
  • View Questions on XIC
• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.29)
  • $40.29 P/E (TTM): 14.68X Cap: $1.07B
  • View CDZ Profile
  • View Questions on CDZ
• Purpose International Dividend Fund (PID $29.29)
  • $29.29 P/E (TTM): 30.07X Cap: $135M
  • View PID Profile
  • View Questions on PID
• Vanguard FTSE Developed Europe All Cap Index ETF (VE $43.89)
  • $43.89 P/E (TTM): 20.97X Cap: $494M
  • View VE Profile
  • View Questions on VE
• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.20)
  • $45.20 P/E (TTM): 7.5X Cap: $3.18B
  • View VEE Profile
  • View Questions on VEE
• iShares Biotechnology ETF (IBB $171.23)
  • $171.23 P/E (TTM): 22.53X Cap: $8.71B
  • View IBB Profile
  • View Questions on IBB
• SPDR S&P 500 ETF Trust (SPY $684.93)
  • $684.93 P/E (TTM): 27.29X Cap: $701.58B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $624.69)
  • $624.69 P/E (TTM): 36.83X Cap: $405.44B
  • View QQQ Profile
  • View Questions on QQQ

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

Upvote 0

Read Answer Asked by Ben on November 05, 2021

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
  • View TIXT Profile
  • View Questions on TIXT
  • View Reports on TIXT

Q: Your analysis of results please

Sheldon

Upvote 0

Read Answer Asked by Sheldon on November 05, 2021

• Pinterest Inc. Class A (PINS $26.67)
  • $26.67 P/E (TTM): 9.49X Cap: $18.39B
  • View PINS Profile
  • View Questions on PINS

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.

Upvote 0

Read Answer Asked by Pui on November 05, 2021

• Meta Platforms Inc. (META $672.50)
  • $672.50 P/E (TTM): 28.33X Cap: $1.66T
  • View META Profile
  • View Questions on META
• NVIDIA Corporation (NVDA $181.81)
  • $181.81 P/E (TTM): 51.17X Cap: $4.45T
  • View NVDA Profile
  • View Questions on NVDA
• Matterport Inc. (MTTR)
  • Cap: $1.76B
  • View MTTR Profile
  • View Questions on MTTR

Q: What are some safer ways to gain exposure to the emerging Metaverse theme?

Upvote 0

Read Answer Asked by Gerry on November 05, 2021

• NVIDIA Corporation (NVDA $181.81)
  • $181.81 P/E (TTM): 51.17X Cap: $4.45T
  • View NVDA Profile
  • View Questions on NVDA

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

Upvote 0

Read Answer Asked by Mark on November 05, 2021

• Constellation Software Inc. (CSU $3,332.52)
  • $3,332.52 P/E (TTM): 74.79X Cap: $70.14B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Please comment on earnings

Upvote 0

Read Answer Asked by Aaron on November 05, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.06)
  • $16.06 Cap: $2.15B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: What price would be attractive entry for Lspd.? Thanks

Upvote 0

Read Answer Asked by Hue on November 05, 2021

• NVIDIA Corporation (NVDA $181.81)
  • $181.81 P/E (TTM): 51.17X Cap: $4.45T
  • View NVDA Profile
  • View Questions on NVDA
• QUALCOMM Incorporated (QCOM $174.80)
  • $174.80 P/E (TTM): 34.94X Cap: $186.72B
  • View QCOM Profile
  • View Questions on QCOM
• Advanced Micro Devices Inc. (AMD $217.53)
  • $217.53 P/E (TTM): 108.15X Cap: $351.62B
  • View AMD Profile
  • View Questions on AMD
• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $294.07)
  • $294.07 P/E (TTM): 41.0X Cap: $1.51T
  • View TSM Profile
  • View Questions on TSM

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!

Upvote 0

Read Answer Asked by Keith on November 04, 2021

• NVIDIA Corporation (NVDA $181.81)
  • $181.81 P/E (TTM): 51.17X Cap: $4.45T
  • View NVDA Profile
  • View Questions on NVDA
• QUALCOMM Incorporated (QCOM $174.80)
  • $174.80 P/E (TTM): 34.94X Cap: $186.72B
  • View QCOM Profile
  • View Questions on QCOM
• Advanced Micro Devices Inc. (AMD $217.53)
  • $217.53 P/E (TTM): 108.15X Cap: $351.62B
  • View AMD Profile
  • View Questions on AMD
• Marvell Technology Inc. (MRVL $98.62)
  • $98.62 Cap: $83.27B
  • View MRVL Profile
  • View Questions on MRVL
• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $294.07)
  • $294.07 P/E (TTM): 41.0X Cap: $1.51T
  • View TSM Profile
  • View Questions on TSM
• VanEck Vectors Semiconductor ETF (SMH $364.58)
  • $364.58 P/E (TTM): 28.66X Cap: $36.51B
  • View SMH Profile
  • View Questions on SMH

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.

Upvote 0

Read Answer Asked by Maureen on November 04, 2021

• Twilio Inc. Class A (TWLO $127.21)
  • $127.21 P/E (TTM): 328.51X Cap: $18.98B
  • View TWLO Profile
  • View Questions on TWLO
• Snap Inc. Class A (SNAP $7.88)
  • $7.88 Cap: $13.34B
  • View SNAP Profile
  • View Questions on SNAP
• Roku Inc. (ROKU $100.09)
  • $100.09 Cap: $13.96B
  • View ROKU Profile
  • View Questions on ROKU
• CrowdStrike Holdings Inc. (CRWD $510.64)
  • $510.64 Cap: $129.35B
  • View CRWD Profile
  • View Questions on CRWD
• Datadog Inc. (DDOG $150.73)
  • $150.73 P/E (TTM): 496.27X Cap: $53.65B
  • View DDOG Profile
  • View Questions on DDOG
• UiPath Inc. Class A (PATH $18.53)
  • $18.53 P/E (TTM): 495.33X Cap: $9.81B
  • View PATH Profile
  • View Questions on PATH

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?

Upvote 0

Read Answer Asked by Stephen on November 04, 2021

• Roku Inc. (ROKU $100.09)
  • $100.09 Cap: $13.96B
  • View ROKU Profile
  • View Questions on ROKU
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.06)
  • $16.06 Cap: $2.15B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Topicus.com Inc. (TOI $125.40)
  • $125.40 P/E (TTM): 1048.88X Cap: $10.45B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• DigitalOcean Holdings Inc. (DOCN $48.31)
  • $48.31 P/E (TTM): 18.36X Cap: $4.23B
  • View DOCN Profile
  • View Questions on DOCN

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

Upvote 0

Read Answer Asked by Sheldon on November 04, 2021

• PayPal Holdings Inc. (PYPL $62.30)
  • $62.30 P/E (TTM): 12.32X Cap: $57.75B
  • View PYPL Profile
  • View Questions on PYPL
• Mastercard Incorporated (MA $544.79)
  • $544.79 P/E (TTM): 35.4X Cap: $486.99B
  • View MA Profile
  • View Questions on MA
• Affirm Holdings Inc. (AFRM $68.06)
  • $68.06 P/E (TTM): 105.52X Cap: $22.67B
  • View AFRM Profile
  • View Questions on AFRM

Q: Looking to invest in this area what would your recommendations be currently

Upvote 0

Read Answer Asked by mike on November 04, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.06)
  • $16.06 Cap: $2.15B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

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.

Upvote 0

Read Answer Asked by RALPH on November 04, 2021

• Topicus.com Inc. (TOI $125.40)
  • $125.40 P/E (TTM): 1048.88X Cap: $10.45B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Hi. Please comment on Topicus earnings. Thanks

Upvote 0

Read Answer Asked by rajeev on November 04, 2021

• Roku Inc. (ROKU $100.09)
  • $100.09 Cap: $13.96B
  • View ROKU Profile
  • View Questions on ROKU

Q: Can you comment on ROKU earning results and guidance

Upvote 0

Read Answer Asked by Colum on November 04, 2021

• Fastly Inc. Class A (FSLY $10.45)
  • $10.45 Cap: $1.72B
  • View FSLY Profile
  • View Questions on FSLY

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

Upvote 0

Read Answer Asked by jim on November 04, 2021

• 5N Plus Inc. (VNP $19.25)
  • $19.25 P/E (TTM): 28.12X Cap: $1.75B
  • View VNP Profile
  • View Questions on VNP

Q: Can you comment on VNP earnings?

Upvote 0

Read Answer Asked by Brian on November 04, 2021

• Magnite Inc. (MGNI $14.87)
  • $14.87 P/E (TTM): 35.95X Cap: $2.06B
  • View MGNI Profile
  • View Questions on MGNI

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

Upvote 0

Read Answer Asked by sam on November 04, 2021

• Zillow Group Inc. (ZG $71.76)
  • $71.76 Cap: $17.88B
  • View ZG Profile
  • View Questions on ZG
• Digital Turbine Inc. (APPS $5.01)
  • $5.01 Cap: $569M
  • View APPS Profile
  • View Questions on APPS

Q: Of these 3 losers today which would be your preferred one to follow for a buy?

Upvote 0

Read Answer Asked by Gerald on November 03, 2021

• Rockwell Automation Inc. (ROK $403.57)
  • $403.57 P/E (TTM): 52.27X Cap: $45.34B
  • View ROK Profile
  • View Questions on ROK
• ON Semiconductor Corporation (ON $55.06)
  • $55.06 P/E (TTM): 74.22X Cap: $22.04B
  • View ON Profile
  • View Questions on ON

Q: Thoughts on earnings and forcast for both ? Thank you.

Upvote 0

Read Answer Asked by Paul on November 03, 2021