Investment Q&A

• Miscellaneous (MISC)
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• LendingClub Corporation (LC $13.87)
  • $13.87 P/E (TTM): 12.77X Cap: $1.59B
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• Trisura Group Ltd. (TSU $42.89)
  • $42.89 P/E (TTM): 14.76X Cap: $2.04B
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Q: i am looking for 3 small cap canadian or u.s companies for growth until dec 31-i know you do not like time limits but that is on me. no oil and i already own lots of acuity and goeasy and inmode and crox. thanks dave

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Read Answer Asked by david on August 12, 2022

• Unity Software Inc. (U $19.45)
  • $19.45 Cap: $8.42B
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Q: Can you please comment on the latest quarter. Thoughts about holding it for a long term hold (currently down 70%)? Anything mentioned on the conference call (either positive or negative) worth noting? Thanks for all that you and the 5i team does.

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Read Answer Asked by Justin on August 12, 2022

• Energous Corporation (WATT $14.50)
  • $14.50 Cap: $37M
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Q: Hi, can you please give me your opinion on watt. Is it speculative. ? Would you buy at this point. Thanks
Alnoor

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Read Answer Asked by Alnoor on August 12, 2022

• Tesla Inc. (TSLA $361.83)
  • $361.83 P/E (TTM): 352.64X Cap: $1.35T
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• Ballard Power Systems Inc. (BLDP $3.30)
  • $3.30 Cap: $993M
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• Plug Power Inc. (PLUG $2.18)
  • $2.18 Cap: $3.03B
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• Blink Charging Co. (BLNK $0.54)
  • $0.54 Cap: $86M
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• ChargePoint Holdings Inc. (CHPT $4.69)
  • $4.69 Cap: $110M
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• Volta Inc. Class A (VLTA)
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Q: I'm considering taking a position in one or more of the following EV infrastructure roll out companies most of which have been around for a number of years now. How would you rate them, first, in terms of business plan and management effectiveness as well as potential future growth prospects but but also in terms of their financials, safety as an investment and finally in relation to technological superiority if that is a relevant consideration?
Thank you

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Read Answer Asked by Allan on August 12, 2022

• Hanesbrands Inc. (HBI $6.47)
  • $6.47 P/E (TTM): 7.09X Cap: $2.28B
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Q: I note they pay a healthy dividend and the price has dropped off somewhat ... nearing a 3 and 5 year low. Thoughts on this company as a "safe" dividend payer ... I am interested in stable income ...

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Read Answer Asked by Randy on August 12, 2022

• New Fortress Energy Inc. (NFE $0.61)
  • $0.61 Cap: $201M
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Q: Hello again May I have your thoughts on NFE:US

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Read Answer Asked by George on August 12, 2022

• Booking Holdings Inc. (BKNG $4,062.14)
  • $4,062.14 P/E (TTM): 26.46X Cap: $128.66B
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• Crocs Inc. (CROX $79.54)
  • $79.54 Cap: $3.99B
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Q: Which would be your preference if buying today for a 3-5 year hold?
Thanks

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Read Answer Asked by Neil on August 12, 2022

• North European Oil Royality Trust (NRT $9.20)
  • $9.20 P/E (TTM): 15.86X Cap: $84M
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Q: is your opinion the same on NRT as it was a couple of years ago?

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Read Answer Asked by lynn on August 12, 2022

• Coinbase Global Inc (COIN $161.14)
  • $161.14 P/E (TTM): 45.08X Cap: $42.55B
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Q: Hi 5i Team - Is coin a buy at these levels if I would like to have a small holding in the crypto-currency space. Does it have other components as well as crypto-currency. Thanks.

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Read Answer Asked by Rob on August 12, 2022

• Broadcom Inc. (AVGO $300.68)
  • $300.68 P/E (TTM): 67.9X Cap: $1.42T
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• Intel Corporation (INTC $43.13)
  • $43.13 Cap: $216.22B
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• NVIDIA Corporation (NVDA $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
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• Advanced Micro Devices Inc. (AMD $201.99)
  • $201.99 P/E (TTM): 76.48X Cap: $329.32B
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Q: Hello,

I am looking to get exposure into semiconductors market with 2-5 year time horizon. Which of the two (NVDA or INTC) would you consider as a better investment and would you suggest any other options in the US market. Thanks in advance!

Irek

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Read Answer Asked by Irek on August 12, 2022

• Olaplex Holdings Inc. (OLPX $2.02)
  • $2.02 Cap: $1.35B
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Q: Hi Peter and 5i team,

Could you provide your thoughts on the latest quarterly results and current valuation?

Thanks for the great service,
Angelo

Upvote 1

Read Answer Asked by Angelo on August 11, 2022

• The Trade Desk Inc. (TTD $21.28)
  • $21.28 P/E (TTM): 26.61X Cap: $10.12B
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Q: What do you think is the reason behind the recent price boost in TTD? Thank you.

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Read Answer Asked by D on August 11, 2022

• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $35.47)
  • $35.47 P/E (TTM): 28.06X Cap: $5.45B
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
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Q: Can I please have your 3-4 top picks in the REIT space. US exposure would be great.
Thanks!

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Read Answer Asked by Kyle on August 11, 2022

• MEDIFAST INC (MED $9.75)
  • $9.75 Cap: $107M
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Q: Why it dropped this much last 7 days?

Thanks,
Milan

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Read Answer Asked by Milan on August 11, 2022

• BlackRock Inc. (BLK $933.85)
  • $933.85 P/E (TTM): 27.6X Cap: $145.25B
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• Blackstone Inc. (BX $108.07)
  • $108.07 P/E (TTM): 28.18X Cap: $80.20B
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• S&P Global Inc. (SPGI $406.24)
  • $406.24 P/E (TTM): 29.27X Cap: $121.38B
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Q: Which stock of the above will have the most potential growth in the next two years and why.
Thanks
Raouf

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Read Answer Asked by Raoul on August 11, 2022

• AT&T Inc. (T $29.10)
  • $29.10 P/E (TTM): 9.46X Cap: $203.22B
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• AbCellera Biologics Inc. (ABCL $3.27)
  • $3.27 Cap: $963M
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Q: Hello Peter,
The results were not that impressive yet the stock is surging alot.. How does one read into the results as i would not have thought the behavior to be upwards.. Any thoughts please.

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Read Answer Asked by umedali on August 10, 2022

• Invitae Corporation (NVTA)
  • Cap: $5M
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Q: What is your take on their quarterly report and prospects going forward. What are your thoughts on the motivation for the bump today? I imagine it could be a combination of things!

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Read Answer Asked by Robert on August 10, 2022

• Waters Corporation (WAT $289.16)
  • $289.16 P/E (TTM): 28.05X Cap: $28.36B
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Q: Hi, Eddy Elfenbein mentioned Waters Corporation in his latest newsletter, and there hasn't been a recent question on it. What do you think of it at current valuations for a long term hold? Do you see any red flags? Many thanks, Michael

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Read Answer Asked by Michael on August 10, 2022

• Amazon.com Inc. (AMZN $199.34)
  • $199.34 P/E (TTM): 29.31X Cap: $2.13T
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Q: I want to buy Amazon and was wondering if it would be better for me to buy in Canadian through the neo exchange. I wanted to avoid having to pay currency conversion fees. Also wonder if this would prevented me from paying 15% withholding tax?

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Read Answer Asked by Anthony on August 10, 2022

• Guardant Health Inc. (GH $84.61)
  • $84.61 Cap: $11.09B
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• AbCellera Biologics Inc. (ABCL $3.27)
  • $3.27 Cap: $963M
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Q: What are your updated thoughts on these two companies as long-term investments?

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Read Answer Asked by Brendan on August 10, 2022