Investment Q&A

• Intel Corporation (INTC $37.31)
  • $37.31 P/E (TTM): 3751.0X Cap: $163.30B
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• NVIDIA Corporation (NVDA $177.72)
  • $177.72 P/E (TTM): 43.74X Cap: $4.31T
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• QUALCOMM Incorporated (QCOM $176.12)
  • $176.12 P/E (TTM): 35.78X Cap: $188.62B
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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 $15.48)
  • $15.48 P/E (TTM): 32.1X 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 $182.53)
  • $182.53 P/E (TTM): 26.81X Cap: $59.59B
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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 $274.61)
  • $274.61 P/E (TTM): 36.74X Cap: $4.05T
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• Alphabet Inc. (GOOG $307.73)
  • $307.73 P/E (TTM): 30.54X Cap: $3.71T
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• Intuitive Surgical Inc. (ISRG $554.58)
  • $554.58 P/E (TTM): 73.91X Cap: $196.59B
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• NVIDIA Corporation (NVDA $177.72)
  • $177.72 P/E (TTM): 43.74X Cap: $4.31T
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• Booking Holdings Inc. (BKNG $5,436.93)
  • $5,436.93 P/E (TTM): 35.55X Cap: $175.25B
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• Eli Lilly and Company (LLY $1,054.29)
  • $1,054.29 P/E (TTM): 51.97X Cap: $996.70B
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• The Trade Desk Inc. (TTD $36.64)
  • $36.64 P/E (TTM): 41.6X Cap: $17.71B
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• CrowdStrike Holdings Inc. (CRWD $488.53)
  • $488.53 Cap: $123.15B
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• Digital Turbine Inc. (APPS $4.92)
  • $4.92 Cap: $551M
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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 $10.10)
  • $10.10 P/E (TTM): 51.33X Cap: $461M
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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 $159.56)
  • $159.56 Cap: $41.98B
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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 $278.40)
  • $278.40 P/E (TTM): 61.37X Cap: $136.31B
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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 $657.15)
  • $657.15 P/E (TTM): 28.68X Cap: $1.65T
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• NVIDIA Corporation (NVDA $177.72)
  • $177.72 P/E (TTM): 43.74X Cap: $4.31T
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• Veeva Systems Inc. Class A (VEEV $219.30)
  • $219.30 P/E (TTM): 42.9X Cap: $36.04B
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• The Trade Desk Inc. (TTD $36.64)
  • $36.64 P/E (TTM): 41.6X Cap: $17.71B
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• CrowdStrike Holdings Inc. (CRWD $488.53)
  • $488.53 Cap: $123.15B
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• Digital Turbine Inc. (APPS $4.92)
  • $4.92 Cap: $551M
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• Jacobs Solutions Inc. (J $133.95)
  • $133.95 P/E (TTM): 56.94X Cap: $15.90B
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• Unity Software Inc. (U $44.57)
  • $44.57 Cap: $19.07B
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• KraneShares Global Carbon Strategy ETF (KRBN $35.50)
  • $35.50 Cap: $179M
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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 $43.88)
  • $43.88 P/E (TTM): 14.19X Cap: $690M
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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 $298.73)
  • $298.73 P/E (TTM): 40.18X Cap: $315.10B
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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 $307.73)
  • $307.73 P/E (TTM): 30.54X Cap: $3.71T
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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 $94.57)
  • $94.57 P/E (TTM): 3.92X Cap: $400.72B
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• NVIDIA Corporation (NVDA $177.72)
  • $177.72 P/E (TTM): 43.74X Cap: $4.31T
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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 $33.23)
  • $33.23 P/E (TTM): 20.02X Cap: $10.25B
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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 $570.16)
  • $570.16 P/E (TTM): 33.27X Cap: $214.21B
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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 $131.56)
  • $131.56 P/E (TTM): 31.09X Cap: $20.10B
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• Stryker Corporation (SYK $351.69)
  • $351.69 P/E (TTM): 46.69X Cap: $134.49B
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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 $306.57)
  • $306.57 P/E (TTM): 30.43X Cap: $3.69T
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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 $25.78)
  • $25.78 P/E (TTM): 8.92X Cap: $17.41B
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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 $274.61)
  • $274.61 P/E (TTM): 36.74X Cap: $4.05T
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• Amazon.com Inc. (AMZN $222.56)
  • $222.56 P/E (TTM): 31.43X Cap: $2.37T
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• Meta Platforms Inc. (META $657.15)
  • $657.15 P/E (TTM): 28.68X Cap: $1.65T
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• Alphabet Inc. (GOOG $307.73)
  • $307.73 P/E (TTM): 30.54X Cap: $3.71T
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• Intuitive Surgical Inc. (ISRG $554.58)
  • $554.58 P/E (TTM): 73.91X Cap: $196.59B
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• NVIDIA Corporation (NVDA $177.72)
  • $177.72 P/E (TTM): 43.74X Cap: $4.31T
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• Honeywell International Inc. (HON $198.26)
  • $198.26 P/E (TTM): 20.81X Cap: $125.87B
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• Eli Lilly and Company (LLY $1,054.29)
  • $1,054.29 P/E (TTM): 51.97X Cap: $996.70B
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• Williams Companies Inc. (The) (WMB $58.41)
  • $58.41 P/E (TTM): 30.04X Cap: $71.33B
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• Jacobs Solutions Inc. (J $133.95)
  • $133.95 P/E (TTM): 56.94X Cap: $15.90B
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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: $96M
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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