Investment Q&A

• EPAM Systems Inc. (EPAM $187.00)
  • $187.00 P/E (TTM): 28.55X Cap: $10.33B
  • View EPAM Profile
  • View Questions on EPAM

Q: Hello!
Can you please describe this company and how it is tied to Russia. Do you see it as a buy, hold or sell and why?
Thank you!

Upvote 0

Read Answer Asked by Neil on March 01, 2022

• Microsoft Corporation (MSFT $492.01)
  • $492.01 P/E (TTM): 34.99X Cap: $3.65T
  • View MSFT Profile
  • View Questions on MSFT

Q: Microsoft’s LinkedIn acquiring Oribi…. Oribi sounds very similar to AcuityAds’ Illumin. What are your thoughts? Looks interesting for the fate and future of Acuity.

Upvote 0

Read Answer Asked by George on March 01, 2022

• Lazard Inc. (LAZ $50.50)
  • $50.50 P/E (TTM): 19.95X Cap: $5.69B
  • View LAZ Profile
  • View Questions on LAZ

Q: May you provide an update on LAZ ? Has been brutally punished as of late. Would you be a buyer, and how compelling, if at all, do you find it ?

Upvote 0

Read Answer Asked by Karim on March 01, 2022

• Berkshire Hathaway Inc. (BRK.B $513.81)
  • $513.81 P/E (TTM): 17.61X Cap: $1.10T
  • View BRK.B Profile
  • View Questions on BRK.B

Q: Hi, What are your thoughts on BRK.b? I think having seen several market cycles, they are well prepared for for higher interest rates and a high inflation environment. Would you think the current price is attractive at$317 US? What are your thoughts? Thanks.

Shyam

Upvote 0

Read Answer Asked by Shyam on March 01, 2022

• Viatris Inc. (VTRS $10.69)
  • $10.69 Cap: $12.31B
  • View VTRS Profile
  • View Questions on VTRS

Q: Would you be a buyer of Viatris after the 22% drop today?

Upvote 0

Read Answer Asked by Edward on March 01, 2022

• SolarEdge Technologies Inc. (SEDG $36.53)
  • $36.53 Cap: $2.18B
  • View SEDG Profile
  • View Questions on SEDG
• Enphase Energy Inc. (ENPH $28.85)
  • $28.85 P/E (TTM): 19.76X Cap: $3.77B
  • View ENPH Profile
  • View Questions on ENPH

Q: Which company would you prefer?
Thanks

Upvote 0

Read Answer Asked by Sigrid on March 01, 2022

• Amplify Cybersecurity ETF (HACK $83.75)
  • $83.75 P/E (TTM): 39.22X Cap: $2.21B
  • View HACK Profile
  • View Questions on HACK
• Zscaler Inc. (ZS $251.50)
  • $251.50 Cap: $40.10B
  • View ZS Profile
  • View Questions on ZS
• Rapid7 Inc. (RPD $15.68)
  • $15.68 P/E (TTM): 44.8X Cap: $1.02B
  • View RPD Profile
  • View Questions on RPD
• CrowdStrike Holdings Inc. (CRWD $509.16)
  • $509.16 Cap: $127.77B
  • View CRWD Profile
  • View Questions on CRWD

Q: Hello I’ve been watching what has been going on in our world and it is terrifying and heartbreaking
Would you have a few cyber security stocks we could add to our portfolio and stocks that you would be looking at in these times
Thank you and take care

Upvote 0

Read Answer Asked by Marla on March 01, 2022

• Apple Inc. (AAPL $278.85)
  • $278.85 P/E (TTM): 37.28X Cap: $4.12T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $233.22)
  • $233.22 P/E (TTM): 32.94X Cap: $2.49T
  • View AMZN Profile
  • View Questions on AMZN
• Garmin Ltd. (Switzerland) (GRMN $195.32)
  • $195.32 P/E (TTM): 24.08X Cap: $37.56B
  • View GRMN Profile
  • View Questions on GRMN
• Booking Holdings Inc. (BKNG $4,914.69)
  • $4,914.69 P/E (TTM): 32.02X Cap: $158.41B
  • View BKNG Profile
  • View Questions on BKNG
• Ulta Beauty Inc. (ULTA $538.83)
  • $538.83 P/E (TTM): 20.68X Cap: $24.16B
  • View ULTA Profile
  • View Questions on ULTA
• NVR Inc. (NVR $7,507.29)
  • $7,507.29 P/E (TTM): 16.51X Cap: $21.31B
  • View NVR Profile
  • View Questions on NVR

Q: Please list in order (first to last) your top five US cyclical stocks. If APPL isn't one of them, please explain why not. Thank you.

Upvote 0

Read Answer Asked by Maureen on March 01, 2022

• EPAM Systems Inc. (EPAM $187.00)
  • $187.00 P/E (TTM): 28.55X Cap: $10.33B
  • View EPAM Profile
  • View Questions on EPAM

Q: Is EPAM a buy at low 200. Please advise

Upvote 0

Read Answer Asked by Imtiaz on February 28, 2022

• Codexis Inc. (CDXS $1.73)
  • $1.73 Cap: $157M
  • View CDXS Profile
  • View Questions on CDXS
• Twist Bioscience Corporation (TWST $32.01)
  • $32.01 Cap: $1.95B
  • View TWST Profile
  • View Questions on TWST

Q: thoughts on the 2 companies. thanks

Upvote 0

Read Answer Asked by cliff on February 28, 2022

• SoFi Technologies Inc. (SOFI $29.72)
  • $29.72 P/E (TTM): 53.07X Cap: $35.83B
  • View SOFI Profile
  • View Questions on SOFI

Q: What are the prospects of SOFI Technologies for a long time hold.

Thanks

Thomas

Upvote 0

Read Answer Asked by Thomas on February 28, 2022

• Warner Bros Discovery Inc Com Ser A (DISCA)
  • P/E (TTM): 16.2X Cap: $12.71B
  • View DISCA Profile
  • View Questions on DISCA

Q: RBC analysts seems very positive on Discovery yet the share price is still down.
Trading at about the same level it was 5 years ago. I am losing patience but fearful I will sell just before this starts to take off (I have a history .... don't ask !!). I am down about 20% since purchasing in early 2021 at around $35.00 USD. If you owned this would you stick with it ? Any short term catalysts or concerns I need to consider ?

Upvote 0

Read Answer Asked by Randy on February 28, 2022

• eXp World Holdings Inc. (EXPI $11.35)
  • $11.35 Cap: $1.80B
  • View EXPI Profile
  • View Questions on EXPI

Q: Can you comment on the quarterly results please. Was there anything of particular note, either good or bad, during the earnings call? I see a few price target decreases but from a quick scan, the results didn't look that bad. Do you still like this one going forward and would you add to a 1.5% position?

Upvote 0

Read Answer Asked by Justin on February 28, 2022

• Generac Holdlings Inc. (GNRC $151.63)
  • $151.63 P/E (TTM): 28.94X Cap: $8.89B
  • View GNRC Profile
  • View Questions on GNRC

Q: Does Generac have any military business?

Upvote 0

Read Answer Asked by Mark on February 28, 2022

• AbCellera Biologics Inc. (ABCL $3.73)
  • $3.73 Cap: $1.09B
  • View ABCL Profile
  • View Questions on ABCL

Q: I believe earnings were out last week. Could you give me your opinion on the earnings and the company.
Thanks John

Upvote 0

Read Answer Asked by John on February 28, 2022

• Freeport-McMoRan Inc. (FCX $42.98)
  • $42.98 P/E (TTM): 30.06X Cap: $61.71B
  • View FCX Profile
  • View Questions on FCX
• Nutrien Ltd. (NTR $81.30)
  • $81.30 P/E (TTM): 47.16X Cap: $39.29B
  • View NTR Profile
  • View Questions on NTR

Q: Hi,

My portfolio leans on Materials. I'm thinking of adding one of those. Which one is the better candidate and why? Do you have any other suggestions today? In RRSP with a 20+ horizon.

Best,
Matt

Upvote 0

Read Answer Asked by Matt on February 28, 2022

• Adobe Inc. (ADBE $320.13)
  • $320.13 P/E (TTM): 20.53X Cap: $134B
  • View ADBE Profile
  • View Questions on ADBE
• Alphabet Inc. (GOOG $320.12)
  • $320.12 P/E (TTM): 31.6X Cap: $3.86T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $492.01)
  • $492.01 P/E (TTM): 34.99X Cap: $3.65T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $177.00)
  • $177.00 P/E (TTM): 50.43X Cap: $4.30T
  • View NVDA Profile
  • View Questions on NVDA
• Vanguard FTSE Developed Europe All Cap Index ETF (VE $44.09)
  • $44.09 P/E (TTM): 16.69X Cap: $491M
  • View VE Profile
  • View Questions on VE
• CrowdStrike Holdings Inc. (CRWD $509.16)
  • $509.16 Cap: $127.77B
  • View CRWD Profile
  • View Questions on CRWD
• Digital Turbine Inc. (APPS $4.79)
  • $4.79 Cap: $537M
  • View APPS Profile
  • View Questions on APPS

Q: Good morning 5i
I am well diversified in my portfolio and so i am looking to buy opportunistically into this dip. So sectors don’t matter. What do you see as the best opportunity currently? Also, your analysis tells me that i need more weight outside of Canada and the US. With this turmoil would Europe be a good choice. If so, what etf would you use?
Thanks

Upvote 0

Read Answer Asked by joseph on February 25, 2022

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Nuvei Corporation (NVEI)
  • Cap: $4.81B
  • View NVEI Profile
  • View Questions on NVEI

Q: Can you comment on SQ earnings.

I have a small position now (down a lot), and have been waiting to add. But do you consider it a buy, hold or sell? Or should I add to NVEI instead?

Upvote 0

Read Answer Asked by Paul on February 25, 2022

• Nike Inc. (NKE $64.63)
  • $64.63 P/E (TTM): 33.14X Cap: $95.53B
  • View NKE Profile
  • View Questions on NKE
• lululemon athletica inc. (LULU $184.18)
  • $184.18 P/E (TTM): 12.57X Cap: $20.89B
  • View LULU Profile
  • View Questions on LULU
• Crocs Inc. (CROX $84.98)
  • $84.98 P/E (TTM): 27.68X Cap: $4.41B
  • View CROX Profile
  • View Questions on CROX

Q: Hi,

Thanks for your service. Which one has more potential for the next 5+? And why?

Best,
Matt

Upvote 0

Read Answer Asked by Matt on February 25, 2022

• inTest Corporation (INTT $8.06)
  • $8.06 Cap: $94M
  • View INTT Profile
  • View Questions on INTT
• Ultra Clean Holdings Inc. (UCTT $25.36)
  • $25.36 Cap: $1.15B
  • View UCTT Profile
  • View Questions on UCTT

Q: What is your current perspective on INTT? Are there other “niche” tech stocks you like once the market “calms down” a bit?

Upvote 0

Read Answer Asked by David on February 25, 2022