Investment Q&A

• Gilead Sciences Inc. (GILD $123.21)
  • $123.21 P/E (TTM): 18.78X Cap: $152.86B
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• AbbVie Inc. (ABBV $223.98)
  • $223.98 P/E (TTM): 107.74X Cap: $395.85B
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• Bristol-Myers Squibb Company (BMY $51.20)
  • $51.20 P/E (TTM): 17.24X Cap: $104.23B
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• Eli Lilly and Company (LLY $1,009.38)
  • $1,009.38 P/E (TTM): 48.61X Cap: $954.25B
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Q: Good morning 5i,
I have a loss in Gild and have been waiting for a time to claim it and buy a replacement. It seems to me that the recent drop in Abbivie might provide that opportunity, unless there is something I don't see. Would you think that this would be the best opportunity in this field at the moment?
thanks as always for your great work

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Read Answer Asked by joseph on May 03, 2022

• Enphase Energy Inc. (ENPH $33.01)
  • $33.01 P/E (TTM): 22.46X Cap: $4.31B
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Q: Is this a good choice for a 5 year hold?
I also own BEP.UN

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Read Answer Asked by Tim on May 03, 2022

• Amazon.com Inc. (AMZN $230.28)
  • $230.28 P/E (TTM): 32.74X Cap: $2.46T
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Q: Thoughts on AMZN earnings? And is it a buy, hold or sell? Thank you.

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Read Answer Asked by William on May 03, 2022

• Roku Inc. (ROKU $106.30)
  • $106.30 Cap: $15.70B
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Q: Could you please comment on ROKU's quarter and would you add to it? thanks.

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Read Answer Asked by William on May 03, 2022

• Intuitive Surgical Inc. (ISRG $547.36)
  • $547.36 P/E (TTM): 73.44X Cap: $197.07B
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• Netflix Inc. (NFLX $94.09)
  • $94.09 P/E (TTM): 4.04X Cap: $398.68B
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• NVIDIA Corporation (NVDA $180.93)
  • $180.93 P/E (TTM): 52.36X Cap: $4.39T
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• FirstService Corporation (FSV $210.40)
  • $210.40 P/E (TTM): 48.78X Cap: $9.61B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $226.91)
  • $226.91 P/E (TTM): 93.19X Cap: $295.27B
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• goeasy Ltd. (GSY $123.91)
  • $123.91 P/E (TTM): 9.15X Cap: $1.98B
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• Roku Inc. (ROKU $106.30)
  • $106.30 Cap: $15.70B
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• Affirm Holdings Inc. (AFRM $69.03)
  • $69.03 P/E (TTM): 107.36X Cap: $22.78B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: With the stock market being just terrible these days, what at the companies trading at or near 52 week lows that you would strongly buy if you could (US or CDN)?

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Read Answer Asked by Cameron on May 03, 2022

• QUALCOMM Incorporated (QCOM $181.27)
  • $181.27 P/E (TTM): 36.37X Cap: $194.14B
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Q: hello 5i:
can you discuss QCOM's earnings and outlook please? Ignore if someone has already asked this question.
thanks
Paul L

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Read Answer Asked by Paul on May 03, 2022

• B2Gold Corp. (BTO $6.46)
  • $6.46 Cap: $8.59B
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• NIO Inc. American depositary shares each representing one Class A (NIO $5.13)
  • $5.13 Cap: $11.52B
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• Palantir Technologies Inc. (PLTR $187.54)
  • $187.54 P/E (TTM): 626.37X Cap: $446.98B
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• eXp World Holdings Inc. (EXPI $10.60)
  • $10.60 Cap: $1.68B
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• SoFi Technologies Inc. (SOFI $27.07)
  • $27.07 P/E (TTM): 48.37X Cap: $34.08B
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Q: I am down significantly in these stocks. Are any of these outright sell or add to average down. I am not panicking yet and ok to hold for some time. Your opinion please. Thanks

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Read Answer Asked by satish on May 02, 2022

• Align Technology Inc. (ALGN $163.87)
  • $163.87 P/E (TTM): 31.83X Cap: $11.75B
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Q: You indicated previously that below $ 375.00 would be very attractive. As of this question, it has dropped over 20% to $ 282.00. Based on results just announced what do you think is an attractive price now ? Would you buy now or wait for things to settle down ??

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Read Answer Asked by Randy on May 02, 2022

• AbbVie Inc. (ABBV $223.98)
  • $223.98 P/E (TTM): 107.74X Cap: $395.85B
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Q: Your thoughts on ABBV's quarter?

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Read Answer Asked by Neil on May 02, 2022

• Vanguard International Dividend Appreciation ETF (VIGI $91.54)
  • $91.54 P/E (TTM): 32.31X Cap: $8.91B
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Q: I find the dividend payment confusing for this ETF. Looking back at data over the last 4 years, i was expecting to see the dividend payment growing, What i found was that in 2018 the 4 dividend payments totaled .$1.15 ) 2019 - $1.32) 2020- $1.05) 2021- .82 cents. From a prior question on this ETF you mentioned they payed a $5.18 in capital gains distribution. Does this mean the fund sells the holdings at the end of the year and pays out the capital gains like a dividend?
Thanks Gord !

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Read Answer Asked by Gordon on May 02, 2022

• Intel Corporation (INTC $39.51)
  • $39.51 P/E (TTM): 4078.0X Cap: $172.93B
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• NVIDIA Corporation (NVDA $180.93)
  • $180.93 P/E (TTM): 52.36X Cap: $4.39T
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• QUALCOMM Incorporated (QCOM $181.27)
  • $181.27 P/E (TTM): 36.37X Cap: $194.14B
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Q: At current prices would you recommend NVIDIA, Intel or Qualcomm

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Read Answer Asked by Kimberley on May 02, 2022

• Postal Realty Trust Inc. Class A (PSTL $15.10)
  • $15.10 P/E (TTM): 31.66X Cap: $397M
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Q: Is this security a good idea for an income portfolio or is it the 2022 equivalent of « the Yellow Pages »?

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Read Answer Asked by David on May 02, 2022

• Juniper Networks Inc. (JNPR)
  • P/E (TTM): 38.03X Cap: $13.35B
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Q: What is your perception of JNPR’s current prospects?

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Read Answer Asked by David on May 02, 2022

• Simon Property Group Inc. (SPG $181.85)
  • $181.85 P/E (TTM): 26.44X Cap: $59.36B
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Q: Your thoughts on purchasing this stock. Great yield , I already own some but it looks tempting.
Do you think weakness recently is because of higher interest rates and do they have excessive debt?
Thanks Bob

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Read Answer Asked by Robert on May 02, 2022

• Apple Inc. (AAPL $278.03)
  • $278.03 P/E (TTM): 37.27X Cap: $4.11T
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• Alphabet Inc. (GOOG $313.70)
  • $313.70 P/E (TTM): 31.69X Cap: $3.77T
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• Intuitive Surgical Inc. (ISRG $547.36)
  • $547.36 P/E (TTM): 73.44X Cap: $197.07B
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• NVIDIA Corporation (NVDA $180.93)
  • $180.93 P/E (TTM): 52.36X Cap: $4.39T
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• Booking Holdings Inc. (BKNG $5,279.68)
  • $5,279.68 P/E (TTM): 34.38X Cap: $170.18B
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• Eli Lilly and Company (LLY $1,009.38)
  • $1,009.38 P/E (TTM): 48.61X Cap: $954.25B
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• The Trade Desk Inc. (TTD $37.02)
  • $37.02 P/E (TTM): 45.08X Cap: $17.90B
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• CrowdStrike Holdings Inc. (CRWD $517.65)
  • $517.65 Cap: $130.49B
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• Digital Turbine Inc. (APPS $4.95)
  • $4.95 Cap: $555M
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Q: Hi, if you have > 10 year horizon and are not concerned about short term volatility. Which companies (Canada and US) would you pick up now given the recent drawdown?

Thanks,

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Read Answer Asked by Hua on May 02, 2022

• Mitek Systems Inc. (MITK $9.24)
  • $9.24 P/E (TTM): 27.8X Cap: $421M
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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 $163.27)
  • $163.27 Cap: $42.95B
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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 $283.39)
  • $283.39 P/E (TTM): 61.61X Cap: $137.87B
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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 $652.71)
  • $652.71 P/E (TTM): 28.79X Cap: $1.64T
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• NVIDIA Corporation (NVDA $180.93)
  • $180.93 P/E (TTM): 52.36X Cap: $4.39T
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• Veeva Systems Inc. Class A (VEEV $229.49)
  • $229.49 P/E (TTM): 44.67X Cap: $37.72B
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• The Trade Desk Inc. (TTD $37.02)
  • $37.02 P/E (TTM): 45.08X Cap: $17.90B
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• CrowdStrike Holdings Inc. (CRWD $517.65)
  • $517.65 Cap: $130.49B
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• Digital Turbine Inc. (APPS $4.95)
  • $4.95 Cap: $555M
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• Jacobs Solutions Inc. (J $136.73)
  • $136.73 P/E (TTM): 56.83X Cap: $16.23B
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• Unity Software Inc. (U $49.23)
  • $49.23 Cap: $21.06B
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• KraneShares Global Carbon Strategy ETF (KRBN $35.07)
  • $35.07 Cap: $168M
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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 $43.54)
  • $43.54 P/E (TTM): 13.61X Cap: $685M
  • View CSV Profile
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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