Investment Q&A

• Ultra Clean Holdings Inc. (UCTT)
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• Upstart Holdings Inc. (UPST)
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Q: Which would you prefer for growth over the next few years?

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Read Answer Asked by Rick on September 03, 2021

• Veeva Systems Inc. Class A (VEEV)
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• DocuSign Inc. (DOCU)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Hello Peter,

Following the quarterly results from Docusign Veeva and Crowdstrike, would you consider them worthy of an overweight position?
Appreciate your opinion as always.
Regards
Rajiv

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Read Answer Asked by Rajiv on September 03, 2021

• Strathcona Resources Ltd. (SCR)
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Q: Follow up to my previous question. May I ask why you are not recommending it for trading now, even though it is bought by PENN?

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Read Answer Asked by Ron on September 02, 2021

• C3.ai Inc. Class A (AI)
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Q: Hi, Could you please comment on AI earnings. Thank you

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Read Answer Asked by francis on September 02, 2021

• Atlassian Corporation (TEAM)
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• The Trade Desk Inc. (TTD)
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• CrowdStrike Holdings Inc. (CRWD)
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• Digital Turbine Inc. (APPS)
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• Unity Software Inc. (U)
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• Mitek Systems Inc. (MITK)
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Q: Could you list in order your thoughts for high growth and long term hold, high risk tolerance.

thanks Dave

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Read Answer Asked by Dave on September 02, 2021

• Amazon.com Inc. (AMZN)
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• Mastercard Incorporated (MA)
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• Visa Inc. (V)
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• Affirm Holdings Inc. (AFRM)
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Q: What is causing the sell off of Mastercard lately?
What is your outlook on the stock and what would be your entry point ?

Can I also get your view on visa too.
Thank you

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Read Answer Asked by Kristelle on September 02, 2021

• Veeva Systems Inc. Class A (VEEV)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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• Affirm Holdings Inc. (AFRM)
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Q: VEEV has taken a big tumble. I can find this " VEEV slips as burgeoning industry headwinds offset strong Q2", plus several analysts who have raised their target, anywhere from $295 - $340. VEEV is part of my growth portfolio, I'm still up 25%. I have most of the growth stocks talked about regularly, except AFRM and NVEI. Looking at momentum/growth rather than sector, would you warrant a switch from VEEV to one of the others, and if so, which one, considering there would be a currency swap involved in NVEI. Thanks!

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Read Answer Asked by Kim on September 02, 2021

• Chewy Inc. Class A (CHWY)
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Q: With the drop in the price of Chewy today would it be considered a buy in your opinion?

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Read Answer Asked by BRYAN on September 02, 2021

• Veeva Systems Inc. Class A (VEEV)
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Q: I don't see anything posted on last night's results so I will ask for your comments on the quarter

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Read Answer Asked by David on September 02, 2021

• Unity Software Inc. (U)
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Q: Gentlemen

The stock is having a huge day, is there any news out that can explain the price action?

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Read Answer Asked by Ronald on September 02, 2021

• Home Depot Inc. (The) (HD)
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• Lowe's Companies Inc. (LOW)
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Q: Hi 5i team,

Which one would you recommended at current price? Can you please also share your view on sector level?

Thanks,

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Read Answer Asked by Kirk on September 02, 2021

• Broadcom Inc. (AVGO)
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• Micron Technology Inc. (MU)
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• NVIDIA Corporation (NVDA)
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• MKS Instruments Inc. (MKSI)
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• ASML Holding N.V. (ASML)
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Q: I own Broadcom and was wondering what tech/semi stocks you would recommend to compliment the name? Thanks!

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Read Answer Asked by Michael on September 02, 2021

• The Honest Company Inc. (HNST)
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Q: What do you think about this for long term hold high risk tolerance?

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Read Answer Asked by Danielle on September 02, 2021

• Smartsheet Inc. Class A (SMAR)
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Q: I’ve been holding this for about a year. Share price has recently returned to my cost. Would you keep holding or move on to more exciting opportunities?

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Read Answer Asked by Karim on September 02, 2021

• ARK Innovation ETF (ARKK)
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• ARK Genomic Revolution ETF (ARKG)
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• ARK Autonomous Technology & Robotics ETF (ARKQ)
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Q: Which 3 ark investments would you buy today in order of preference for medium length growth

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Read Answer Asked by Ken on September 02, 2021

• Plug Power Inc. (PLUG)
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Q: I sold XBC to replace it by PLUG.
It is not going anywhere although it got good expectations from analysts.
Should I hold or switch to something else with more potential.
Any suggestion
Raouf

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Read Answer Asked by Raoul on September 02, 2021

• NVIDIA Corporation (NVDA)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Roku Inc. (ROKU)
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• CrowdStrike Holdings Inc. (CRWD)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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• Upstart Holdings Inc. (UPST)
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Q: I want to add to my growth portfolio.
2 full positions.
What would you recommend today ?
I have light speed and go easy already.
If you could recommend 4 or 5 ideas - that would be great
Thanks
Paul

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Read Answer Asked by Paul on September 02, 2021

• Rio Tinto Plc (RIO)
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Q: Hi, we have TFSA’s, RRSP’s and non-registered accounts. Where is the best place to hold high dividend US stocks? Thanks, Bill

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Read Answer Asked by Bill on September 02, 2021

• Pfizer Inc. (PFE)
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Q: On 8/23 FDA gave final approval to PFE re vaccine,and PFE announced acquistion of Tril for $2.26B. Initial spike to $51.36 high,but been dropping since then to close at $46.04 today.Meanwhile C Wood has been buying. Is this a good time to buy? Txs for u usual great services & views

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Read Answer Asked by Peter on September 02, 2021

• TaskUs Inc. (TASK)
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Q: Did very well ! Bought large at IPO. SELL partially or let it run ? Thanks

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Read Answer Asked by Kamal on September 01, 2021