Investment Q&A

• Mitek Systems Inc. (MITK $8.95)
  • $8.95 P/E (TTM): 26.27X Cap: $408M
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Q: Hi 5i, big drop today from MITK today. What happened? Would you be inclined to hold?

Thanks!
Kyle

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Read Answer Asked by Kyle on May 02, 2022

• Atlassian Corporation (TEAM $146.28)
  • $146.28 Cap: $37.89B
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Q: Hello, could you please provide any commentary that you might have on Atlassian's recent earnings call and your feelings on the stock/company. The stock is down quite a bit today.

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Read Answer Asked by Al on May 02, 2022

• Analog Devices Inc. (ADI $232.32)
  • $232.32 P/E (TTM): 59.39X Cap: $110.78B
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Q: why would a cash acquisition on the Investing Activities on the cash flow statement not be in Parenthesis ?
2.4 B on the LTM.
Thanks Gord

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Read Answer Asked by Gordon on April 29, 2022

• Meta Platforms Inc. (META $594.25)
  • $594.25 P/E (TTM): 26.14X Cap: $1.48T
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• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 53.14X Cap: $4.38T
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• Veeva Systems Inc. Class A (VEEV $244.06)
  • $244.06 P/E (TTM): 55.66X Cap: $40B
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• The Trade Desk Inc. (TTD $39.65)
  • $39.65 P/E (TTM): 44.08X Cap: $19.17B
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• CrowdStrike Holdings Inc. (CRWD $490.67)
  • $490.67 Cap: $123.13B
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• Digital Turbine Inc. (APPS $4.34)
  • $4.34 Cap: $469M
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• Jacobs Solutions Inc. (J $128.77)
  • $128.77 P/E (TTM): 36.26X Cap: $15.44B
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• Unity Software Inc. (U $38.77)
  • $38.77 Cap: $16.59B
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• KraneShares Global Carbon Strategy ETF (KRBN $33.77)
  • $33.77 Cap: $170M
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Q: 5% of my RSP is allocated to a risky/riskier /max growth theme with FB, J, KRBN and NVDA right now. I am looking for 1 or 2 more additions. APPS, U, and CRWD are on my list of considerations. In theory, I could wait 5-10+ yrs for max growth, but knowing my personality, 3-4 yrs is more in line with my expectations. Pls suggest some recommendations (does not have to be from my list) - Thank you.

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Read Answer Asked by David on April 29, 2022

• Carriage Services Inc. (CSV $42.32)
  • $42.32 P/E (TTM): 13.21X Cap: $648M
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Q: Could you comment on CSV's quarter? Thanks.

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Read Answer Asked by Ken on April 29, 2022

• GE Aerospace (GE $287.44)
  • $287.44 P/E (TTM): 40.16X Cap: $304.81B
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Q: GE is getting hammered these days - any idea what's caused the huge drop?

Thank you.

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Read Answer Asked by Chris on April 29, 2022

• Alphabet Inc. (GOOG $299.65)
  • $299.65 P/E (TTM): 28.92X Cap: $3.49T
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Q: Why did Google tank so quickly and badly recently? Is it a time to add more now? Thanks for your answer.

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Read Answer Asked by Pat on April 29, 2022

• Netflix Inc. (NFLX $104.31)
  • $104.31 P/E (TTM): 4.59X Cap: $447.75B
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• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 53.14X Cap: $4.38T
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Q: Hi 5i - do you like the new CDN $ hedged CDR investments for US companies such as NVDA and Netflix?

Thanks, Neil

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Read Answer Asked by Neil on April 28, 2022

• Antero Resources Corporation (AR $33.55)
  • $33.55 P/E (TTM): 20.15X Cap: $10.34B
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Q: Hi folks...I believe AR announced first Q results last night. What are your thoughts? Would you add? What total weight would you go to?
Thankyou...

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Read Answer Asked by El-ann on April 28, 2022

• Thermo Fisher Scientific Inc (TMO $587.48)
  • $587.48 P/E (TTM): 33.15X Cap: $215.18B
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Q: Can I please have your thoughts and analysis on Thermo Fisher's recently announced Q1 results. Any comments would be appreciated. Do you see this stock as a long trem hold. Thank You.

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Read Answer Asked by Brian on April 28, 2022

• Illumina Inc. (ILMN $123.85)
  • $123.85 P/E (TTM): 27.68X Cap: $18.22B
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• Stryker Corporation (SYK $368.27)
  • $368.27 P/E (TTM): 47.86X Cap: $137.85B
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Q: I am interested in these two companies for growth. Which do you prefer and why? What would you say is a good entry point for them? Would you tend to wait to see what happens with these stock ie further volatility and declines? Thanks!

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Read Answer Asked by Pat on April 28, 2022

• Alphabet Inc. (GOOGL $299.66)
  • $299.66 P/E (TTM): 28.57X Cap: $3.61T
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Q: Good Morning.
Please give us your thoughts on GOOGL earnings.
Thank you.

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Read Answer Asked by francois on April 28, 2022

• Pinterest Inc. Class A (PINS $24.96)
  • $24.96 P/E (TTM): 8.59X Cap: $16.86B
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Q: your outlook and thoughts on pinterest after earnings.

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Read Answer Asked by cliff on April 28, 2022

• Apple Inc. (AAPL $271.49)
  • $271.49 P/E (TTM): 35.9X Cap: $3.93T
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• Amazon.com Inc. (AMZN $220.69)
  • $220.69 P/E (TTM): 31.45X Cap: $2.32T
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• Meta Platforms Inc. (META $594.25)
  • $594.25 P/E (TTM): 26.14X Cap: $1.48T
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• Alphabet Inc. (GOOG $299.65)
  • $299.65 P/E (TTM): 28.92X Cap: $3.49T
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• Intuitive Surgical Inc. (ISRG $561.61)
  • $561.61 P/E (TTM): 74.59X Cap: $197.96B
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• NVIDIA Corporation (NVDA $178.88)
  • $178.88 P/E (TTM): 53.14X Cap: $4.38T
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• Honeywell International Inc. (HON $190.02)
  • $190.02 P/E (TTM): 20.08X Cap: $119.44B
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• Eli Lilly and Company (LLY $1,059.70)
  • $1,059.70 P/E (TTM): 51.35X Cap: $986.30B
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• Williams Companies Inc. (The) (WMB $59.61)
  • $59.61 P/E (TTM): 29.74X Cap: $72.79B
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• Jacobs Solutions Inc. (J $128.77)
  • $128.77 P/E (TTM): 36.26X Cap: $15.44B
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Q: Dear Peter and Ryan.

I allocated almost same dollar amount in Meta (FB) (formerly known as Facebook), Amazon (AMZN), Apple (AAPL), Alphabet (GOOG), NVDA and others. I invested a bit heavily in tech stocks and got hammered. I was disappointed in the business model of Meta lately. Today after trading hours, Meta released earnings and the price jumped. I think this may be a good opportunity to sell tomorrow and switch to some non-tech sectors. How do you think? What one or two names would you recommend to invest now to diversify away from high growth stocks?

Thank you,
Yiwen

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Read Answer Asked by Yiwen on April 28, 2022

• 23andMe Holding Co. (ME $0.61)
  • $0.61 Cap: $84M
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Q: Back in November 2021, you mentioned this is a stock that is trading at an expensive price and would rather wait. Do you believe this is a decent time to buy? I'm looking at 1-2% of my portfolio.
Thanks

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Read Answer Asked by Ziaad on April 28, 2022

• Recursion Pharmaceuticals Inc. (RXRX $4.17)
  • $4.17 Cap: $2.09B
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Q: James Anderson, of Baillie Gifford, mentioned their positive view on RXRX in the 4.25.2022 edition of Barron’s. What is your perspective?

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Read Answer Asked by David on April 28, 2022

• NextEra Energy Inc. (NEE $83.48)
  • $83.48 P/E (TTM): 26.84X Cap: $173.85B
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• Plug Power Inc. (PLUG $1.98)
  • $1.98 Cap: $2.62B
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• SolarEdge Technologies Inc. (SEDG $34.45)
  • $34.45 Cap: $2.06B
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $58.13)
  • $58.13 Cap: $21.75B
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• KraneShares Global Carbon Strategy ETF (KRBN $33.77)
  • $33.77 Cap: $170M
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Q: What is the best way to play energy decarbonization over the next decade? Hydrostor looks very interesting to me but is not public. Is there perhaps an indirect way to get involved?

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Read Answer Asked by Jeff on April 27, 2022

• Costco Wholesale Corporation (COST $899.01)
  • $899.01 P/E (TTM): 63.93X Cap: $395.88B
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• Procter & Gamble Company (The) (PG $150.92)
  • $150.92 P/E (TTM): 21.46X Cap: $352.65B
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• Royal Bank of Canada (RY $211.38)
  • $211.38 P/E (TTM): 15.77X Cap: $292.20B
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• Bank of Nova Scotia (The) (BNS $94.00)
  • $94.00 P/E (TTM): 18.08X Cap: $116.70B
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• Bank of Montreal (BMO $170.64)
  • $170.64 P/E (TTM): 14.23X Cap: $121.14B
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• Dollarama Inc. (DOL $197.68)
  • $197.68 P/E (TTM): 43.15X Cap: $54.81B
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• Fortis Inc. (FTS $72.66)
  • $72.66 P/E (TTM): 20.76X Cap: $36.67B
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• Alimentation Couche-Tard Inc. (ATD $72.02)
  • $72.02 P/E (TTM): 18.22X Cap: $65.85B
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• Summit Industrial Income REIT (SMU.UN $23.48)
  • $23.48 P/E (TTM): 0.6X Cap: $4.46B
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• Jacobs Solutions Inc. (J $128.77)
  • $128.77 P/E (TTM): 36.26X Cap: $15.44B
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Q: My portfolio is significantly over-weight tech and currently paying the price. Semi's (AMD, NVDA, SMH) had propped me up but not anymore. That's the bad news, good news is i have a sizable portion of cash to deploy. Over the next few months, where would you suggest deploying new cash? Which stocks, etf's, or sectors have been unjustly hit the hardest?
The rest of my portfolio is anchored by XIU, BAM, BIP, ENB, CNQ, etc.

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Read Answer Asked by Rob on April 27, 2022

• Lazard Inc. (LAZ $47.95)
  • $47.95 P/E (TTM): 18.56X Cap: $5.40B
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Q: Continuing on my last question, how does LAZ compare with FSZ and FC? Is it about the same about the same risk vs safety? Do you see it as better value even though slightly less dividend than the others? How might higher interest rates effect it?Thanks.

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Read Answer Asked by Pat on April 27, 2022

• Autodesk Inc. (ADSK $290.80)
  • $290.80 P/E (TTM): 60.29X Cap: $61.11B
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• Microsoft Corporation (MSFT $472.12)
  • $472.12 P/E (TTM): 34.65X Cap: $3.55T
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Q: Technology stocks have been beaten up. I am thinking of taking a position for 5 years. Would you like either of these companies at the current price?

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Read Answer Asked by Don on April 27, 2022