Investment Q&A

• Twilio Inc. Class A (TWLO)
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Q: Hi 5i,

With the recent pull back do you consider TWLO current price ~$280 a good entry point? Do you still like the prospects (i.e.) growth, or is this a falling knife? Will Rising Interest Rates put further pressure on the valuation?

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Read Answer Asked by Dean on October 29, 2021

• Ford Motor Company (F)
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• Tesla Inc. (TSLA)
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• Lucid Group Inc. (LCID)
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Q: Hi,

Despite chip shortages, I'm considering taking my first position in a vehicle manufacturer. I'm specifically interested first in LCID and second in F. While I expect F to have some very experienced managers/executives/board members, what can you tell me of the people directing LCID? Lots of previous experience and are they up for the task?

C.

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Read Answer Asked by Cameron on October 29, 2021

• Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Q: I was reading this morning about this company doing an ipo today. Can you provide any insight on what you guys think of this company, and at what price-point do you guys think correlates to a good valuation in relation to it's peers?

Thank-you!

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Read Answer Asked by Brian on October 29, 2021

• Twilio Inc. Class A (TWLO)
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Q: What triggered the huge sell-off today?

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Read Answer Asked by Neil on October 29, 2021

• Mastercard Incorporated (MA)
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Q: Good day Team can i have your thoughts on Mastercard MA on the earnings and would it be a good entry Thank you . Norm

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Read Answer Asked by Norman on October 29, 2021

• First Trust ISE Cloud Computing Index Fund (SKYY)
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• Global X Cloud Computing ETF (CLOU)
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Q: Which one of these two cloud computing ETFs you would prefer and why?
Thank you!

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Read Answer Asked by Yongwei on October 29, 2021

• Shift4 Payments Inc. Class A (FOUR)
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Q: Hi 5i,
FOUR share price has been dropping steadily the last several months and today down another -13%....Do you have insights as to whats happening?
How does it compare to SQ and LSPD and would you have any interest in starting a new position here. If so, what price point would be attractive.
Thx
Jim

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Read Answer Asked by jim on October 29, 2021

• Emerson Electric Company (EMR)
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Q: Can you provide a current comment on Emerson …Looking for your view of its financials and potential return outlook.Kim

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Read Answer Asked by Kim on October 29, 2021

• Cencora Inc. (COR)
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Q: 3rd quarter FFO.1.39 doesn't look that terrible in short therm, if sequentially could be a bit lower, the med. Long therm show good numbers, the volatility surprise-me.
As usual Thank-you
Dan

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Read Answer Asked by DANIEL on October 29, 2021

• AbbVie Inc. (ABBV)
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• JPMorgan Chase & Co. (JPM)
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Q: Have US cash to deploy in a US Spousal RSP. Looking for long term yield, capital appreciation and relative safety. Comparing ABBV vs JPM (acknowledge different sectors). ABBV has high yield/high multiple, JPM ok yield/lower multiple/likely more upside with interest rates. Which is preferred?

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Read Answer Asked by Harry on October 29, 2021

• The Ether Fund (QETH.UN)
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• Coinbase Global Inc (COIN)
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Q: I would like to have broad exposure to digital currency . I have COIN and QETH-UN.CA.
Your thoughts on these please . Any other choices you find interesting ?

Many Thanks

Greg

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Read Answer Asked by Greg on October 29, 2021

• Linde plc (LIN)
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• Olin Corporation (OLN)
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Q: Could you give me an analysis of these two, are either or both buys and which would you choose between the two.
Thank You,
Barry

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Read Answer Asked by Barry on October 29, 2021

• Altria Group Inc. (MO)
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Q: Can I please get your opinion of Altria's recent Q results. Thank you !

Dave

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Read Answer Asked by David on October 29, 2021

• Altria Group Inc. (MO)
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• British American Tobacco p.l.c. (BTI)
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Q: If you owned BTI and MO, would you buy more, hold or sell them and why? Is inflation a good reason to own tobacco stocks? Do they make sense as marijuana plays, to some extent? Thanks.

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Read Answer Asked by Brian on October 29, 2021

• Mastercard Incorporated (MA)
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• Visa Inc. (V)
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Q: After earnings, which of these two would you prefer? Is now a good time to initiate a position for a long-term hold? Thank you!

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Read Answer Asked by David on October 29, 2021

• First Solar Inc. (FSLR)
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• Canadian Solar Inc. (CSIQ)
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• Invesco Solar ETF (TAN)
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• SolarEdge Technologies Inc. (SEDG)
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• Enphase Energy Inc. (ENPH)
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Q: Hi 5i,

What would be your top 3 solar stocks for a 5+ year hold?

TIA!
Wayne

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Read Answer Asked by Wayne on October 28, 2021

• United Rentals Inc. (URI)
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• Live Nation Entertainment Inc. (LYV)
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Q: These two stocks seem to be very well positioned for post COVID recovery. With the potential of huge dollars in infrastructure for URI, it seems like a winner. With folks going back to stadiums, arenas and concert venues, LYV also seems poised for real growth. Comments please.

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Read Answer Asked by Dennis on October 28, 2021

• Coupa Software Incorporated (COUP)
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Q: Coupa Software (COUP) is down 35% from its high last February. Does it have the potential to retrace that loss and more in the near future? I like what the company is doing and it's rated 3 stars by Morningstar. I'm hoping it's about to turn things around.

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Read Answer Asked by Robert on October 28, 2021

• Meta Platforms Inc. (META)
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• NVIDIA Corporation (NVDA)
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• Tencent Holdings Ltd. ADR (TCEHY)
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• ARK Next Generation Internet ETF (ARKW)
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• Immersion Corporation (IMMR)
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• Nextech3D AI Corporation Com (NTAR)
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• Unity Software Inc. (U)
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• BMO MSCI Next Gen Internet Innovation Index ETF (ZINT)
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• Roblox Corporation Class A (RBLX)
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Q: Hello 5i,
Do you think Metaverse is a better investable theme compared to Crypto?
Facebook seems to be allocating capital to Metaverse.
Can you suggest some stocks in US or Canada that give exposure to this theme. Can you suggest any ETFs other than META that invest in this theme? Do you think this is best held in a TFSA or NonReg account?

thanks

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Read Answer Asked by Ian on October 28, 2021

• Teladoc Health Inc. (TDOC)
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Q: Could you weigh in on your views of TDOCs Earnings today? They continue to have increasing net losses from stock compensation and amortization expense. But I would think those are temporary. Top line growth is solid and it's an industry leader in the space.

The share price valuation seems unreasonable. It continues to stay barely above pre-covid levels after making a huge acquisition and going through a pandemic with companies looking to add telehealth capabilities to their benefit plans.

What am I missing?

Thanks as always!

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Read Answer Asked by TRINA on October 28, 2021