Investment Q&A

• Pure Storage Inc. Class A (PSTG)
  • View PSTG Profile
  • View Questions on PSTG
• Palantir Technologies Inc. (PLTR)
  • View PLTR Profile
  • View Questions on PLTR
• ZipRecruiter Inc. Class A (ZIP)
  • View ZIP Profile
  • View Questions on ZIP

Q: I currently hold the above in my TSFA, and under water. Please provide your comment as which if any I should add to, or should I be considering selling.
Your comments would be appreciated
Thanks
Rick

Upvote 0

Read Answer Asked by Rick on March 09, 2022

• iShares Core S&P/TSX Capped Composite Index ETF (XIC)
  • View XIC Profile
  • View Questions on XIC
• Invesco S&P 500 Equal Weight ETF (RSP)
  • View RSP Profile
  • View Questions on RSP

Q: I only invest in Canada so know nothing about US stocks. What would be the US equivilant of XIC, broad based low cost exchange traded fund?

Upvote 0

Read Answer Asked by Dennis on March 09, 2022

• CrowdStrike Holdings Inc. (CRWD)
  • View CRWD Profile
  • View Questions on CRWD
• Unity Software Inc. (U)
  • View U Profile
  • View Questions on U

Q: Crowdstrike seems to be falling a lot more than the market yet being in cyber security I would have thought it might have held up better. Can you comment on that one? I’m also holding unity at a tremendous loss and am wondering if I could have your thoughts on it as well. Thank you.

Upvote 0

Read Answer Asked by Jason on March 08, 2022

• BigCommerce Holdings Inc. (BIGC)
  • View BIGC Profile
  • View Questions on BIGC

Q: Can you tell me your current thoughts on this company?
Debt? Inside ownership? Cash? Growth in revenue and relative valuation versus competitors?

Upvote 0

Read Answer Asked by Cory on March 08, 2022

Q: hi guy,s

Big drop in the price today as it had a TRADING HALT ! what was the reason.

I looked but no news

Thanks Gary

Upvote 0

Read Answer Asked by gary on March 08, 2022

• FS KKR Capital Corp. (FSK)
  • View FSK Profile
  • View Questions on FSK

Q: What is your current opinion of FSK, its resistance to inflation and the reliability of its out-sized dividend?

Upvote 0

Read Answer Asked by David on March 08, 2022

• ConocoPhillips (COP)
  • View COP Profile
  • View Questions on COP
• Marathon Oil Corporation (MRO)
  • View MRO Profile
  • View Questions on MRO
• Occidental Petroleum Corporation (OXY)
  • View OXY Profile
  • View Questions on OXY
• Vanguard Energy ETF (VDE)
  • View VDE Profile
  • View Questions on VDE
• SPDR Oil & Gas Exploration and Production ETF (XOP)
  • View XOP Profile
  • View Questions on XOP

Q: What are your favourite US oil and gas names and one ETF. Thanks and Greetings. Peter.

Upvote 0

Read Answer Asked by peter on March 08, 2022

• Lindsay Corporation (LNN)
  • View LNN Profile
  • View Questions on LNN
• Valmont Industries Inc. (VMI)
  • View VMI Profile
  • View Questions on VMI

Q: I would like to add more exposure to the Agricultural sector, and already own Nutrien. I have narrowed my search to LNN and VMI. Which would you prefer for long term growth, or is there another agricultural sector stock you would recommend?

Upvote 0

Read Answer Asked by thomas on March 08, 2022

• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA

Q: Hi Team,
Is NVDA still one of your favorite top picks for growth 3-5 years out.
-25% YTD, where would you see the stock hitting good resistance levels and would you be comfortable buying today.

Thank you!

Upvote 0

Read Answer Asked by Kyle on March 08, 2022

• BRP Inc. Subordinate Voting Shares (DOO)
  • View DOO Profile
  • View Questions on DOO
  • View Reports on DOO
• Trisura Group Ltd. (TSU)
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• WELL Health Technologies Corp. (WELL)
  • View WELL Profile
  • View Questions on WELL
  • View Reports on WELL
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Digital Turbine Inc. (APPS)
  • View APPS Profile
  • View Questions on APPS
• Celsius Holdings Inc. (CELH)
  • View CELH Profile
  • View Questions on CELH
• Nuvei Corporation Subordinate Voting Shares (NVEI)
  • View NVEI Profile
  • View Questions on NVEI
• eXp World Holdings Inc. (EXPI)
  • View EXPI Profile
  • View Questions on EXPI
• Mitek Systems Inc. (MITK)
  • View MITK Profile
  • View Questions on MITK

Q: In line w/ sentiments expressed in the latest market update (thank you for that), would you put any of these names in the "likely beyond repair column"? Or do they all fall firmly in the "damaged but not broken" column?

Upvote 0

Read Answer Asked by Andrew on March 08, 2022

• Cencora Inc Com (ABC)
  • View ABC Profile
  • View Questions on ABC

Q: ABC has been doing nicely since the beginning of December. Do you know the reason for the good performance and do you see it continuing?
Thanks for your great advice.
Ian

Upvote 0

Read Answer Asked by Ian on March 08, 2022

• Alphabet Inc. (GOOG)
  • View GOOG Profile
  • View Questions on GOOG

Q: What price would be a great entry point for Goog? BMO InvestorLine has $2401.43 for Stop price/ long position. Could you please kindly explain about this? Many thanks

Upvote 0

Read Answer Asked by Hue on March 08, 2022

• Meta Platforms Inc. (META)
  • View META Profile
  • View Questions on META
• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Ulta Beauty Inc. (ULTA)
  • View ULTA Profile
  • View Questions on ULTA
• Oshkosh Corporation (Holding Company)Common Stock (OSK)
  • View OSK Profile
  • View Questions on OSK
• Electronic Arts Inc. (EA)
  • View EA Profile
  • View Questions on EA
• Aritzia Inc. Subordinate Voting Shares (ATZ)
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Dick's Sporting Goods Inc (DKS)
  • View DKS Profile
  • View Questions on DKS
• Nuvei Corporation Subordinate Voting Shares (NVEI)
  • View NVEI Profile
  • View Questions on NVEI

Q: What are your favourite stocks at the moment with low PEG ratios, solid earnings growth and strong balance sheets for long-term holds?

Can you please give me your top 5 CAD and top 5 USD stocks with respective PEG ratios?

Thanks

Upvote 0

Read Answer Asked by Angus on March 07, 2022

• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG)
  • View BKNG Profile
  • View Questions on BKNG
• QUALCOMM Incorporated (QCOM)
  • View QCOM Profile
  • View Questions on QCOM
• Xylem Inc. New (XYL)
  • View XYL Profile
  • View Questions on XYL

Q: About 25% of our portfolio is in US stocks - very tech heavy (APPS, CRWD, MSFT, MTTR, NVDA, QCOM, TEAM, U) with only XYL as a non-tech holding. I would like to add GOOG, BKNG but would prefer not to transfer more CD$ to US just at the moment. Would appreciate your thoughts on cashing my XYL (down about 10%) in order to buy GOOG ?
Also, my NVDA and QCOM are at about 4.5% each of total CD/US $ portfolio, with good profit. Would you trim a bit of both to invest in BKNG or leave well enough alone for now !
As always, many thanks.

Upvote 0

Read Answer Asked by Alexandra on March 07, 2022

• Archer Aviation Inc. Class A (ACHR)
  • View ACHR Profile
  • View Questions on ACHR

Q: I recall you saying that in past market corrections there were quality companies trading at or below cash value. Are there any at, or close, to that right now? If so could you please post a few within 20% of their cash value that look very solid a few years out?

Upvote 0

Read Answer Asked by Kel on March 07, 2022

• HollyFrontier Corporation (HFC)
  • View HFC Profile
  • View Questions on HFC

Q: Greetings 5i,

This US Petroleum refiner recently missed on feb 23. The next day wells fargo updated and sees a price target of $40USD. Currently trading @ $30USD what are your thoughts here.

Cheers!

Upvote 0

Read Answer Asked by Duane on March 07, 2022

Q: Can you please comment on this company. The stock keeps falling while the company is ready to launch their new SUV. There is a news that it is heavily shorted off-exchange (dark pool). Is this even possible?

Upvote 0

Read Answer Asked by Imtiaz on March 07, 2022

• Costco Wholesale Corporation (COST)
  • View COST Profile
  • View Questions on COST

Q: Can you please comment on earnings. Was there anything that stood out in the conference call (either good or bad). Portfolio Analytics notes I should increase my exposure to consumer defensive and US holdings. Would you recommend starting a position in COST within an RRSP? Lastly, from an educational stand point, what metrics/factors (financial and non-financial) are good to look at when exploring/assessing a business such as Costco.

Upvote 0

Read Answer Asked by Justin on March 07, 2022

• Booking Holdings Inc. (BKNG)
  • View BKNG Profile
  • View Questions on BKNG
• Descartes Systems Group Inc. (The) (DSG)
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Hi 5i team
I'm looking to add 1 stock to my TFSA. I'm considering Kinaxis or Descarte. Which would you add. Also curious as a good price entry point for both.
I am also considering adding Booking Holdings to my RRSP. What are your thoughts and also would appreciate a good price entry point.

Thanks Peter,Ryan and team for your valuable guidance.

Upvote 0

Read Answer Asked by Gilles on March 07, 2022

• AbbVie Inc. (ABBV)
  • View ABBV Profile
  • View Questions on ABBV
• Veeva Systems Inc. Class A (VEEV)
  • View VEEV Profile
  • View Questions on VEEV

Q: Hello 5i
I was planning to buy abbivie for health care. But with the fall of veeva systems, i am thinking about going for it, instead. Do you see any problems with that?
Thanks

Upvote 0

Read Answer Asked by joseph on March 07, 2022