Investment Q&A

• Intel Corporation (INTC $48.81)
  • $48.81 Cap: $243.80B
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• NVIDIA Corporation (NVDA $185.61)
  • $185.61 P/E (TTM): 47.43X Cap: $4.51T
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• QUALCOMM Incorporated (QCOM $152.62)
  • $152.62 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 $18.39)
  • $18.39 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 $191.22)
  • $191.22 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 $270.01)
  • $270.01 P/E (TTM): 34.78X Cap: $3.96T
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• Alphabet Inc. (GOOG $344.90)
  • $344.90 P/E (TTM): 33.42X Cap: $4.14T
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• Intuitive Surgical Inc. (ISRG $496.73)
  • $496.73 P/E (TTM): 66.61X Cap: $176.08B
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• NVIDIA Corporation (NVDA $185.61)
  • $185.61 P/E (TTM): 47.43X Cap: $4.51T
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• Booking Holdings Inc. (BKNG $5,122.25)
  • $5,122.25 P/E (TTM): 32.58X Cap: $165.10B
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• Eli Lilly and Company (LLY $1,044.13)
  • $1,044.13 P/E (TTM): 50.74X Cap: $987.10B
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• The Trade Desk Inc. (TTD $29.75)
  • $29.75 P/E (TTM): 34.86X Cap: $14.38B
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• CrowdStrike Holdings Inc. (CRWD $438.85)
  • $438.85 Cap: $110.63B
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• Digital Turbine Inc. (APPS $5.04)
  • $5.04 Cap: $585M
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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 $10.30)
  • $10.30 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 $113.70)
  • $113.70 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 $316.86)
  • $316.86 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 $706.41)
  • $706.41 P/E (TTM): 31.73X Cap: $1.78T
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• NVIDIA Corporation (NVDA $185.61)
  • $185.61 P/E (TTM): 47.43X Cap: $4.51T
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• Veeva Systems Inc. Class A (VEEV $203.35)
  • $203.35 P/E (TTM): 39.75X Cap: $33.42B
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• The Trade Desk Inc. (TTD $29.75)
  • $29.75 P/E (TTM): 34.86X Cap: $14.38B
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• CrowdStrike Holdings Inc. (CRWD $438.85)
  • $438.85 Cap: $110.63B
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• Digital Turbine Inc. (APPS $5.04)
  • $5.04 Cap: $585M
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• Jacobs Solutions Inc. (J $136.88)
  • $136.88 P/E (TTM): 56.83X Cap: $16.25B
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• Unity Software Inc. (U $28.81)
  • $28.81 Cap: $12.32B
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• KraneShares Global Carbon Strategy ETF (KRBN $33.41)
  • $33.41 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 $43.49)
  • $43.49 P/E (TTM): 13.8X Cap: $673M
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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 $308.71)
  • $308.71 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 $344.90)
  • $344.90 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 $82.76)
  • $82.76 P/E (TTM): 4.15X Cap: $349.42B
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• NVIDIA Corporation (NVDA $185.61)
  • $185.61 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 $33.60)
  • $33.60 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 $581.77)
  • $581.77 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 $141.13)
  • $141.13 P/E (TTM): 33.37X Cap: $21.56B
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• Stryker Corporation (SYK $368.14)
  • $368.14 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

• Alphabet Inc. (GOOGL $343.69)
  • $343.69 P/E (TTM): 33.37X Cap: $4.14T
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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 $22.00)
  • $22.00 P/E (TTM): 7.66X Cap: $14.86B
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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 $270.01)
  • $270.01 P/E (TTM): 34.78X Cap: $3.96T
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• Amazon.com Inc. (AMZN $242.96)
  • $242.96 P/E (TTM): 33.8X Cap: $2.59T
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• Meta Platforms Inc. (META $706.41)
  • $706.41 P/E (TTM): 31.73X Cap: $1.78T
  • View META Profile
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• Alphabet Inc. (GOOG $344.90)
  • $344.90 P/E (TTM): 33.42X Cap: $4.14T
  • View GOOG Profile
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• Intuitive Surgical Inc. (ISRG $496.73)
  • $496.73 P/E (TTM): 66.61X Cap: $176.08B
  • View ISRG Profile
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• NVIDIA Corporation (NVDA $185.61)
  • $185.61 P/E (TTM): 47.43X Cap: $4.51T
  • View NVDA Profile
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• Honeywell International Inc. (HON $227.56)
  • $227.56 P/E (TTM): 23.97X Cap: $144.47B
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• Eli Lilly and Company (LLY $1,044.13)
  • $1,044.13 P/E (TTM): 50.74X Cap: $987.10B
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• Williams Companies Inc. (The) (WMB $66.34)
  • $66.34 P/E (TTM): 34.85X Cap: $81.01B
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• Jacobs Solutions Inc. (J $136.88)
  • $136.88 P/E (TTM): 56.83X Cap: $16.25B
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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