Investment Q&A

• Humana Inc. (HUM $176.95)
  • $176.95 P/E (TTM): 16.85X Cap: $20.91B
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• UnitedHealth Group Incorporated (DE) (UNH $273.98)
  • $273.98 P/E (TTM): 19.79X Cap: $245.60B
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• Molina Healthcare Inc (MOH $135.82)
  • $135.82 P/E (TTM): 15.36X Cap: $7.28B
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• Centene Corporation (CNC $33.95)
  • $33.95 Cap: $15.73B
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Q: Can you give me a couple of names of direct competitors to United Health.

Thanks Valter

Upvote 0

Read Answer Asked by Valter on November 14, 2022

• Pfizer Inc. (PFE $28.55)
  • $28.55 P/E (TTM): 20.42X Cap: $159.72B
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Q: Hi 5i Team,
Pls give your assessment on Pfizer, this stock looks very cheap with a very low p/e and 3% plus dividend. what do you think of this company going forward, is it a buy, hold or sell?
Thank you for your help as always.

Upvote 0

Read Answer Asked by Pui on November 14, 2022

• Pioneer Natural Resources Company (PXD)
  • P/E (TTM): 12.86X
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Q: I note that the dividend rate is pretty high for this company, do you believe it's sustainable? Or would you suggest an alternative?

Upvote 0

Read Answer Asked by steve on November 14, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.70)
  • $164.70 P/E (TTM): 123.14X Cap: $215.25B
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• Roku Inc. (ROKU $94.90)
  • $94.90 P/E (TTM): 157.55X Cap: $13.94B
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• CrowdStrike Holdings Inc. (CRWD $393.31)
  • $393.31 Cap: $99.01B
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• Upstart Holdings Inc. (UPST $25.36)
  • $25.36 P/E (TTM): 57.67X Cap: $2.51B
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Q: UPST has been a disappointing stock. In my TFSA, there is no opportunity for tax loss harvesting here. What US alternates would you suggest, not necessarily in the same category, that may give excellent growth potential in a market turnaround?

Upvote 0

Read Answer Asked by Catherine on November 14, 2022

• Amazon.com Inc. (AMZN $210.57)
  • $210.57 P/E (TTM): 28.03X Cap: $2.23T
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• Microsoft Corporation (MSFT $369.37)
  • $369.37 P/E (TTM): 22.45X Cap: $2.74T
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• NVIDIA Corporation (NVDA $175.75)
  • $175.75 P/E (TTM): 33.71X Cap: $4.23T
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• Bank of America Corporation (BAC $49.27)
  • $49.27 P/E (TTM): 12.49X Cap: $348.35B
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• BlackRock Inc. (BLK $957.40)
  • $957.40 P/E (TTM): 26.45X Cap: $149.58B
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• Citigroup Inc. (C $115.30)
  • $115.30 P/E (TTM): 15.35X Cap: $198.39B
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• JPMorgan Chase & Co. (JPM $295.38)
  • $295.38 P/E (TTM): 14.18X Cap: $796.64B
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• Thermo Fisher Scientific Inc (TMO $494.54)
  • $494.54 P/E (TTM): 27.06X Cap: $182.59B
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• UnitedHealth Group Incorporated (DE) (UNH $273.98)
  • $273.98 P/E (TTM): 19.79X Cap: $245.60B
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• Royal Bank of Canada (RY $226.93)
  • $226.93 P/E (TTM): 14.74X Cap: $314.05B
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• Toronto-Dominion Bank (The) (TD $131.31)
  • $131.31 P/E (TTM): 10.21X Cap: $216.81B
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• Bank of Montreal (BMO $190.44)
  • $190.44 P/E (TTM): 14.44X Cap: $132.82B
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• Bank of Nova Scotia (The) (BNS $70.19)
  • $70.19 P/E (TTM): 18.26X Cap: $85.35B
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Q: Hi Peter,

I will soon be receiving my pension funds from my ex-employer to put in my LIRA.
Can you suggest a few stocks with a decent upside....time frame 10-15 years.

Upvote 0

Read Answer Asked by HARRY on November 11, 2022

• Roku Inc. (ROKU $94.90)
  • $94.90 P/E (TTM): 157.55X Cap: $13.94B
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• Unity Software Inc. (U $21.96)
  • $21.96 Cap: $9.57B
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Q: I want to add to one of these stocks. Which one would be the safest to add to today? Thank you in advance for your expert opinion.

Upvote 0

Read Answer Asked by Cheryl on November 11, 2022

• Celsius Holdings Inc. (CELH $34.33)
  • $34.33 P/E (TTM): 135.24X Cap: $9.11B
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• Sprout Social Inc (SPT $5.60)
  • $5.60 Cap: $339M
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Q: Good Morning,

Can you please comment on most recent earnings and give your opinion on buy, hold or sell?

Thanks,

Brad

Upvote 0

Read Answer Asked by Bradley on November 11, 2022

• Costco Wholesale Corporation (COST $996.56)
  • $996.56 P/E (TTM): 69.26X Cap: $442.06B
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• BlackRock Inc. (BLK $957.40)
  • $957.40 P/E (TTM): 26.45X Cap: $149.58B
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• Citigroup Inc. (C $115.30)
  • $115.30 P/E (TTM): 15.35X Cap: $198.39B
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• JPMorgan Chase & Co. (JPM $295.38)
  • $295.38 P/E (TTM): 14.18X Cap: $796.64B
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• Target Corporation (TGT $120.45)
  • $120.45 P/E (TTM): 14.4X Cap: $54.88B
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• Thermo Fisher Scientific Inc (TMO $494.54)
  • $494.54 P/E (TTM): 27.06X Cap: $182.59B
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• UnitedHealth Group Incorporated (DE) (UNH $273.98)
  • $273.98 P/E (TTM): 19.79X Cap: $245.60B
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• Walmart Inc. (WMT $124.74)
  • $124.74 Cap: $990.81B
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• Constellation Software Inc. (CSU $2,444.57)
  • $2,444.57 P/E (TTM): 72.48X Cap: $51.74B
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• Blackstone Inc. (BX $114.33)
  • $114.33 P/E (TTM): 28.76X Cap: $85.34B
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Q: could you suggest a few canadian and us equities you would recommend today for a balanced approach, and a brief supporting comment...thank you

Upvote 0

Read Answer Asked by Steven on November 10, 2022

• Cheniere Energy Inc. (LNG $275.84)
  • $275.84 P/E (TTM): 12.07X Cap: $59.64B
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Q: I have made good profit on this stock. I am wondering if I should sell it or hold for the winter season. There are wild price fluctuations in the price on a daily basis.

Thanks for your good advice, always.

Upvote 0

Read Answer Asked by Vinod on November 10, 2022

• ASGN Incorporated (ASGN $38.47)
  • $38.47 P/E (TTM): 14.65X Cap: $1.59B
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Q: Can I get your take on ASGN.

Upvote 0

Read Answer Asked by BRYAN on November 10, 2022

• Veeva Systems Inc. Class A (VEEV $172.74)
  • $172.74 P/E (TTM): 34.3X Cap: $28.69B
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• DocuSign Inc. (DOCU $48.17)
  • $48.17 P/E (TTM): 33.05X Cap: $9.21B
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• CrowdStrike Holdings Inc. (CRWD $393.31)
  • $393.31 Cap: $99.01B
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Q: Good morning
I hold the following stocks in a US Riff
crowdstrike
docu sign
veeva systems
Are these now a hold or a sell and why
I can continue to hold but concerned about maybe going to zero in this market
Your comments would be appreciated
Thks
Marse

Upvote 0

Read Answer Asked by Marcel on November 10, 2022

• Microsoft Corporation (MSFT $369.37)
  • $369.37 P/E (TTM): 22.45X Cap: $2.74T
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• NVIDIA Corporation (NVDA $175.75)
  • $175.75 P/E (TTM): 33.71X Cap: $4.23T
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• Constellation Software Inc. (CSU $2,444.57)
  • $2,444.57 P/E (TTM): 72.48X Cap: $51.74B
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• Dollarama Inc. (DOL $171.30)
  • $171.30 P/E (TTM): 35.45X Cap: $46.59B
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• Alimentation Couche-Tard Inc. (ATD $78.64)
  • $78.64 P/E (TTM): 20.71X Cap: $72.43B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $164.70)
  • $164.70 P/E (TTM): 123.14X Cap: $215.25B
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Q: For a long term hold would you prefer DOL or ATD or is there another Consumer Defensive company you would recommend?
Also with growth as the objective and for a long term hold please rank SHOP, CSU, MSFT and NVDA.
Thank you.

Upvote 0

Read Answer Asked by David on November 10, 2022

• Palo Alto Networks Inc. (PANW $160.67)
  • $160.67 P/E (TTM): 85.28X Cap: $130.82B
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• Zscaler Inc. (ZS $136.67)
  • $136.67 Cap: $22.55B
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• CrowdStrike Holdings Inc. (CRWD $393.31)
  • $393.31 Cap: $99.01B
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Q: Would you have a good proxy for CRWD or just wait for a rebound?

Thanks for your service!

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Read Answer Asked by Ozzie on November 10, 2022

• Digital Turbine Inc. (APPS $2.97)
  • $2.97 Cap: $345M
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Q: Can you please comment on Digital Turbine (APPS) latest earnings released yesterday. Was there anything of particular interest to note from the call this morning (either good or bad)? Has paying off debt continue to improve? Would you recommend adding to a position that is down from its high or give it more time? Held in a TFSA so tax loss is not an option.

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Read Answer Asked by Justin on November 10, 2022

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Crocs Inc. (CROX $83.56)
  • $83.56 Cap: $4.17B
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• Digital Turbine Inc. (APPS $2.97)
  • $2.97 Cap: $345M
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• Roblox Corporation Class A (RBLX $57.63)
  • $57.63 Cap: $40.08B
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Q: Hi Team,
I hold the following 3 aggressive names in a US cash account (sq, rblx, apps). As a group they are down 65% , in close to equal weighting’s . What do I do with this mess? Hold at this point waiting for recovery ? Consolidate into a different safer name? Any chance for these 3 with a 3-5yr time frame ? Or is it time to take the loss and high grade to something such as a goog ? Or Maybey crox in a different sector ? Or …hope for a aggressive pop at some point , then high grade later ? Your opinion is appreciated .

Upvote 1

Read Answer Asked by Shane on November 10, 2022

• Coinbase Global Inc (COIN $172.99)
  • $172.99 P/E (TTM): 36.13X Cap: $46.11B
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Q: What is their balance sheet. Would you buy it today and what would be good price.

Thanks,
Milan

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Read Answer Asked by Milan on November 10, 2022

• Upstart Holdings Inc. (UPST $25.36)
  • $25.36 P/E (TTM): 57.67X Cap: $2.51B
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Q: Hi,
I think UPST was down on every possible metric in its earnings report. Did you see anything at all positive? Do you still see it as a Hold?
Thanks

Upvote 0

Read Answer Asked by Dave on November 10, 2022

• Amazon.com Inc. (AMZN $210.57)
  • $210.57 P/E (TTM): 28.03X Cap: $2.23T
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Q: AMZN is down significatly today. Is there any news to explain the drop. Would you buy it at today's price

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Read Answer Asked by Lakis on November 10, 2022

• Lockheed Martin Corporation (LMT $617.64)
  • $617.64 P/E (TTM): 27.85X Cap: $139.28B
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• RTX Corporation (RTX $194.72)
  • $194.72 P/E (TTM): 37.73X Cap: $259.63B
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Q: Which stocks do you recomend for the defence sector?

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Read Answer Asked by Nizar on November 10, 2022

• Edwards Lifesciences Corporation (EW $81.26)
  • $81.26 P/E (TTM): 43.44X Cap: $46.16B
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Q: Can I get your opinion on Edward Sciences. I have done well with all of my health stocks except this one (down by about 42%).

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Read Answer Asked by BRYAN on November 10, 2022