Investment Q&A

• B2Gold Corp. (BTO $6.84)
  • $6.84 Cap: $8.87B
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• NIO Inc. American depositary shares each representing one Class A (NIO $4.55)
  • $4.55 Cap: $10.15B
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• Palantir Technologies Inc. (PLTR $157.88)
  • $157.88 P/E (TTM): 349.02X Cap: $352.17B
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• eXp World Holdings Inc. (EXPI $8.47)
  • $8.47 Cap: $1.41B
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• SoFi Technologies Inc. (SOFI $21.76)
  • $21.76 P/E (TTM): 40.73X Cap: $27.80B
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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 $157.05)
  • $157.05 P/E (TTM): 31.53X Cap: $11.74B
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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 $225.66)
  • $225.66 P/E (TTM): 170.24X Cap: $398.79B
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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 $92.59)
  • $92.59 P/E (TTM): 32.95X Cap: $9.10B
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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 $49.25)
  • $49.25 Cap: $243.80B
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• NVIDIA Corporation (NVDA $180.34)
  • $180.34 P/E (TTM): 47.43X Cap: $4.51T
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• QUALCOMM Incorporated (QCOM $147.18)
  • $147.18 P/E (TTM): 30.26X Cap: $163B
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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 $18.61)
  • $18.61 P/E (TTM): 37.82X Cap: $460M
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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 $189.42)
  • $189.42 P/E (TTM): 27.85X Cap: $62.42B
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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 $269.48)
  • $269.48 P/E (TTM): 34.78X Cap: $3.96T
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• Alphabet Inc. (GOOG $340.70)
  • $340.70 P/E (TTM): 33.42X Cap: $4.14T
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• Intuitive Surgical Inc. (ISRG $478.88)
  • $478.88 P/E (TTM): 66.61X Cap: $176.08B
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• NVIDIA Corporation (NVDA $180.34)
  • $180.34 P/E (TTM): 47.43X Cap: $4.51T
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• Booking Holdings Inc. (BKNG $4,644.64)
  • $4,644.64 P/E (TTM): 32.58X Cap: $165.10B
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• Eli Lilly and Company (LLY $1,003.46)
  • $1,003.46 P/E (TTM): 50.74X Cap: $987.10B
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• The Trade Desk Inc. (TTD $27.18)
  • $27.18 P/E (TTM): 34.86X Cap: $14.38B
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• CrowdStrike Holdings Inc. (CRWD $421.73)
  • $421.73 Cap: $110.63B
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• Digital Turbine Inc. (APPS $4.94)
  • $4.94 Cap: $565M
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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 $9.63)
  • $9.63 P/E (TTM): 53.3X Cap: $466M
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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 $105.00)
  • $105.00 Cap: $29.92B
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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 $311.29)
  • $311.29 P/E (TTM): 68.03X Cap: $154.82B
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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 $691.70)
  • $691.70 P/E (TTM): 31.73X Cap: $1.78T
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• NVIDIA Corporation (NVDA $180.34)
  • $180.34 P/E (TTM): 47.43X Cap: $4.51T
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• Veeva Systems Inc. Class A (VEEV $190.80)
  • $190.80 P/E (TTM): 39.75X Cap: $33.42B
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• The Trade Desk Inc. (TTD $27.18)
  • $27.18 P/E (TTM): 34.86X Cap: $14.38B
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• CrowdStrike Holdings Inc. (CRWD $421.73)
  • $421.73 Cap: $110.63B
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• Digital Turbine Inc. (APPS $4.94)
  • $4.94 Cap: $565M
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• Jacobs Solutions Inc. (J $132.91)
  • $132.91 P/E (TTM): 56.83X Cap: $16.25B
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• Unity Software Inc. (U $25.87)
  • $25.87 Cap: $12.32B
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• KraneShares Global Carbon Strategy ETF (KRBN $32.89)
  • $32.89 Cap: $165M
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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 $42.98)
  • $42.98 P/E (TTM): 13.8X Cap: $684M
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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 $309.93)
  • $309.93 P/E (TTM): 40.96X Cap: $323.77B
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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 $340.70)
  • $340.70 P/E (TTM): 33.42X Cap: $4.14T
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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 $79.94)
  • $79.94 P/E (TTM): 4.15X Cap: $349.42B
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• NVIDIA Corporation (NVDA $180.34)
  • $180.34 P/E (TTM): 47.43X Cap: $4.51T
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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 $33.97)
  • $33.97 P/E (TTM): 20.89X Cap: $10.36B
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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 $570.09)
  • $570.09 P/E (TTM): 33.43X Cap: $218.57B
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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 $135.43)
  • $135.43 P/E (TTM): 33.37X Cap: $21.56B
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• Stryker Corporation (SYK $360.82)
  • $360.82 P/E (TTM): 48.56X Cap: $140.78B
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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