Investment Q&A

• Atlas Corp. (ATCO)
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Q: Can I please get your view on the takeover bid for Atlas (ATCO). As a shareholder I'm tempted to sell but would appreciate your thoughts.

Thanks

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Read Answer Asked by Scott on August 09, 2022

• PayPal Holdings Inc. (PYPL)
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• Twilio Inc. Class A (TWLO)
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• Etsy Inc. (ETSY)
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• Upstart Holdings Inc. (UPST)
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Q: My daughter opened her first TFSA a few years ago. She is planning on using it to save for retirement, so has a very long time horizon. She has 25% in ZSP (S&P 500 ETF) and 15% in XIT (Canadian technology ETF). Together we chose some fun stocks to complete her portfolio. We are happy with most of our picks – Disney (DIS), Crowdstrike (CRWD), Intuitive Surgical (ISRG), Snowflake (SNOW) and CN Rail (CN). But we are wondering about four – Twilio (TWLO), Etsy (ESTY), Paypal (PYPL) and Upstart (UPST). All have dropped since she bought, but what do you think of the longer term potential of these? Would you swap any out? If so, for what?

Thanks,
Kim

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Read Answer Asked by Kim on August 09, 2022

• Adobe Inc. (ADBE)
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• Amazon.com Inc. (AMZN)
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• Dollar Tree Inc. (DLTR)
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• Alphabet Inc. (GOOG)
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• Intuitive Surgical Inc. (ISRG)
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• NVIDIA Corporation (NVDA)
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• Booking Holdings Inc. (BKNG)
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• Berkshire Hathaway Inc. (BRK.B)
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Q: Hi, I am looking for quality US stocks that do not give out a dividend like BRK.B and GOOG and are unlikely to start issuing dividends in the next years. Can you suggest 4-5 other names?

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Read Answer Asked by Christian on August 08, 2022

• DLocal Limited (DLO)
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Q: What are your current thoughts on DLO for a growth investment moving forward. A broad view of risk assessment vs growth potential. Thank you

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Read Answer Asked by Terry on August 08, 2022

• Twist Bioscience Corporation (TWST)
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Q: Comments on TWST results please, particularly concerning their path to profitability and the effect on production of their "factory of the future" when completed.

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Read Answer Asked by Larry on August 08, 2022

• Analog Devices Inc. (ADI)
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• Applied Materials Inc. (AMAT)
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• Broadcom Inc. (AVGO)
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• Intel Corporation (INTC)
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• KLA Corporation (KLAC)
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• NVIDIA Corporation (NVDA)
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• Marvell Technology Inc. (MRVL)
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Q: Greetings 5i,

What are your thoughts on INTEL? What are your thougths on the domestic tailwinds via Biden Administration and roughly 75B in federal support for domestic chip manufacturers? Seems almost like the industry is being considered a matter of national sercurity in the US and will back the chip makers. Are there other companies who stand to do well in this environment?

Cheers!

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Read Answer Asked by Duane on August 08, 2022

• SentinelOne Inc. Class A (S)
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Q: SentinelOne (S NYSE) Could not bring this up in your question search.

What is different about it than others in cybersecurity?

Is this a buy?

Thank you.

Thank you.

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Read Answer Asked by Ross on August 08, 2022

• The Walt Disney Company (DIS)
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• JPMorgan Chase & Co. (JPM)
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• Parkland Corporation (PKI)
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Q: Can I get the fundamentals on these companies.

How do you see them performing in an inflationary environment.

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Read Answer Asked by Kristelle on August 08, 2022

• NVIDIA Corporation (NVDA)
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• Palantir Technologies Inc. Class A (PLTR)
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Q: 2 part question:

What did you think of PLTR earnings?

Also, any thoughts on the NVDA news release?

Thank You

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Read Answer Asked by Ed on August 08, 2022

• NVIDIA Corporation (NVDA)
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Q: I just received an alert regarding preliminary results for 2nd quarter for NVDA. Not pretty. Sit tight or let it go?

Carl

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Read Answer Asked by Carl on August 08, 2022

• AbbVie Inc. (ABBV)
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• Eli Lilly and Company (LLY)
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• Pfizer Inc. (PFE)
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Q: Can you comment on the earnings and whether this pullback is a buying opportunity? My concern is that the stock has a premium valuation - would you have other suggestions you prefer in the health care space (pharma or otherwise)? Thanks

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Read Answer Asked by Michael on August 08, 2022

• Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM)
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• Realty Income Corporation (O)
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Q: What are your thoughts on Iron Mountain REIT? Stock has held up relatively well but I wonder if the dividend is covered - are there alternatives you would suggest? Thanks

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Read Answer Asked by Michael on August 08, 2022

• Crocs Inc. (CROX)
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• InMode Ltd. (INMD)
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Q: i have fairly large positions in both companies.
inmode seems to move higher everyday with huge margins and crox after its earnings seems to be back on track. what is your opinion.dave

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Read Answer Asked by david on August 08, 2022

• Fluor Corporation (FLR)
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• NuScale Power Corporation Class A (SMR)
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Q: What is your take on SMR? Still early days but future seems bright with the certification. Thanks

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Read Answer Asked by Ray on August 08, 2022

• Block Inc. Class A (SQ)
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Q: Could you comment on Block earning? Would you step in at this level?
Thank you so much!
Have a nice weekend!

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Read Answer Asked by Yong Mei on August 08, 2022

• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• Constellation Software Inc. (CSU)
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• Enghouse Systems Limited (ENGH)
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• Alimentation Couche-Tard Inc. (ATD)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• WELL Health Technologies Corp. (WELL)
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Q: Hi Peter & team:

Could you name the order of preference for stocks to be put in TFSA- from most prefer to least prefer. Thank you

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Read Answer Asked by DAVID on August 08, 2022

• Macy's, Inc. (M)
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Q: Do you see problems with a long term holding of this company for the dividend and small growth? Do they hold good real-estate which could be profitable in the future. Thanks James Any further comments will be appreciated !!

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Read Answer Asked by JAMES on August 08, 2022

• Bausch + Lomb Corporation (BLCO)
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Q: Can I please have your opinion on Bausch and Lomb (BLCO). The company was recently created from its heavily indebted parent company Bausch Health. To what extent is it insulated from the parent's issues and do you recommend it for growth at a reasonable price.

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Read Answer Asked by John on August 08, 2022

• YETI Holdings Inc. (YETI)
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Q: Hello again your thought please on Yeti

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Read Answer Asked by George on August 08, 2022

• PayPal Holdings Inc. (PYPL)
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• Block Inc. Class A (SQ)
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• Pinterest Inc. Class A (PINS)
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Q: What order would you currently buy PINS, PYPL and SQ ? Would you avoid any of them ? Thank you.

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Read Answer Asked by Paul on August 08, 2022