Investment Q&A

• Alphabet Inc. (GOOG $251.89)
  • $251.89 P/E (TTM): 26.8X Cap: $3.03T
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• Microsoft Corporation (MSFT $508.13)
  • $508.13 P/E (TTM): 37.32X Cap: $3.79T
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• NVIDIA Corporation (NVDA $176.17)
  • $176.17 P/E (TTM): 56.41X Cap: $4.13T
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• CrowdStrike Holdings Inc. (CRWD $501.80)
  • $501.80 Cap: $111.80B
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• Digital Turbine Inc. (APPS $5.35)
  • $5.35 Cap: $561M
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• Unity Software Inc. (U $45.48)
  • $45.48 Cap: $19.25B
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Q: When you answered Chris' question yesterday about the top 6 picks for US stocks for a 5 year horizon, did your list of stocks come in your estimation of best performing? If not, Please do so.
Thanks!!!

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Read Answer Asked by Brenda on December 17, 2021

Q: Your thoughts on SomaLogic.Thanks.

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Read Answer Asked by Maurice on December 17, 2021

• Mondelez International Inc. (MDLZ $63.12)
  • $63.12 P/E (TTM): 22.97X Cap: $81.29B
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• Tyson Foods Inc. (TSN $54.24)
  • $54.24 P/E (TTM): 24.7X Cap: $19.25B
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Q: Hello Team,
For a defensive play, do you have a preference between these two and if so, why.
Thank You,
Barry

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Read Answer Asked by Barry on December 17, 2021

• Merck & Company Inc. (MRK $81.56)
  • $81.56 P/E (TTM): 12.5X Cap: $202.67B
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Q: Do you think MRK is a good pharmaceutical company to invest in? Where do you see the company performing in the next few years?

Can you send me the list of the Canadian companies that pay the dividends in USD

Thanks

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Read Answer Asked by Kristelle on December 17, 2021

• Novo Nordisk A/S (NVO $61.54)
  • $61.54 P/E (TTM): 16.08X Cap: $363.68B
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Q: I know you don't dig deep into Europe. I have a small position in NVO and am up 50%.
Debt, ROE and P/E look ok. Weighting aside, does this look like a good time to add to my position?

Thanks and all the best of the season to you and your staff

Mike

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Read Answer Asked by Michael on December 17, 2021

• Roper Technologies Inc. (ROP $509.86)
  • $509.86 P/E (TTM): 35.28X Cap: $54.84B
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• Canadian National Railway Company (CNR $128.92)
  • $128.92 P/E (TTM): 18.12X Cap: $81.34B
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• WSP Global Inc. (WSP $286.84)
  • $286.84 P/E (TTM): 46.41X Cap: $37.01B
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• TFI International Inc. (TFII $130.08)
  • $130.08 P/E (TTM): 21.95X Cap: $10.70B
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• ATS Corporation (ATS $38.54)
  • $38.54 Cap: $3.79B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• Jacobs Solutions Inc. (J $149.32)
  • $149.32 P/E (TTM): 36.54X Cap: $17.60B
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Q: I would like to increase my industrial holdings, and wonder if you have a current favourite? (Canadian or US)

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Read Answer Asked by Jim on December 17, 2021

• AbbVie Inc. (ABBV $221.88)
  • $221.88 P/E (TTM): 103.47X Cap: $382.03B
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• Veeva Systems Inc. Class A (VEEV $278.45)
  • $278.45 P/E (TTM): 56.35X Cap: $45B
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Q: I currently hold VEEV in my TFSA and have been disappointed in its performance. Would you replace it with ABBV? And if yes, would you do so now or in January?
Thank you.

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Read Answer Asked by Maureen on December 17, 2021

• Bed Bath & Beyond Inc. (BBBY)
  • Cap: $32M
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• Brinker International Inc. (EAT $139.08)
  • $139.08 P/E (TTM): 19.94X Cap: $6.41B
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• SoftBank Group Corp. ADR (SFTBY $62.03)
  • $62.03 Cap: $175.52B
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• Groupon Inc. (GRPN $22.21)
  • $22.21 Cap: $885M
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• Stitch Fix Inc. (SFIX $5.73)
  • $5.73 Cap: $716M
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• Chegg Inc. (CHGG $1.58)
  • $1.58 Cap: $152M
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• TUPPERW.BRAND.CORP.DL-01 (TUP)
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• Zillow Group Inc. (Z $89.99)
  • $89.99 Cap: $20.61B
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• Digital Turbine Inc. (APPS $5.35)
  • $5.35 Cap: $561M
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• SelectQuote Inc. (SLQT $2.06)
  • $2.06 P/E (TTM): 201.0X Cap: $361M
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• GAN Limited (GAN)
  • Cap: $91M
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• Oatly Group AB (OTLY $17.33)
  • $17.33 Cap: $520M
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Q: I have assembled a few names from the US exchanges that have had a tough few months and are likely experiencing some year end portfolio adjustments, ie, Tax Loss Selling. From the names I have here, can you identify two that you feel will have a better 2022, also curious if you might have an additional name for consideration. Thanks very much, happy holidays to you folks as well as all our 5i members

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Read Answer Asked by jeff on December 17, 2021

• CrowdStrike Holdings Inc. (CRWD $501.80)
  • $501.80 Cap: $111.80B
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• Digital Turbine Inc. (APPS $5.35)
  • $5.35 Cap: $561M
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Q: Hello 5I.
I have a pretty well balanced portfolio and am currently a little overweight tech. That said I am torn on weather to take a loss on $Sq and buy something like $CRWD or $Apps as I want to keep the growth tech. I am down 20%. The tax write off is a small help but not the decision maker. With that is mind do you think $sq has more upside vs the other 2 listed? Would you recommend I just stay the course with $SQ?
Thanks

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Read Answer Asked by Tyler on December 17, 2021

• Adobe Inc. (ADBE $367.71)
  • $367.71 P/E (TTM): 22.63X Cap: $153.59B
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Q: Hi 5i,

Can you offer some comments on the recent selloff with ADBE?
Would you consider this a long term core holding?
What do you think of the current valuation today at $566.09 USD?

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Read Answer Asked by Ian on December 17, 2021

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Digital Turbine Inc. (APPS $5.35)
  • $5.35 Cap: $561M
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Q: Hi 5i
Still holding AYX at a great loss in a registered account. Would you sell and replace with APPS at this time? Thanks for your great support and have a safe and happy holiday.

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Read Answer Asked by Gary on December 16, 2021

• Zimmer Biomet Holdings Inc. (ZBH $100.10)
  • $100.10 P/E (TTM): 24.23X Cap: $19.79B
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Q: Is Zimmer Biomet Holdings a good buy at this time to add to a portfolio to start a small position? What do you think of the financial ratios for this stock, their industry that they serve, their customer base and insider ownership? Buy, hold or sell? Thanks

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Read Answer Asked by James on December 16, 2021

• Twitter Inc. (TWTR)
  • Cap: $41.09B
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• Pinterest Inc. Class A (PINS $36.13)
  • $36.13 P/E (TTM): 12.95X Cap: $24.81B
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Q: What would be a good proxy for PINS as a tax loss strategy?


Thanks for your service?

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Read Answer Asked by Ozzie on December 16, 2021

• Apple Inc. (AAPL $237.71)
  • $237.71 P/E (TTM): 36.14X Cap: $3.54T
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• Alphabet Inc. (GOOG $251.89)
  • $251.89 P/E (TTM): 26.8X Cap: $3.03T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $508.13)
  • $508.13 P/E (TTM): 37.32X Cap: $3.79T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $176.17)
  • $176.17 P/E (TTM): 56.41X Cap: $4.13T
  • View NVDA Profile
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• AbbVie Inc. (ABBV $221.88)
  • $221.88 P/E (TTM): 103.47X Cap: $382.03B
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• T-Mobile US Inc. (TMUS $239.58)
  • $239.58 P/E (TTM): 22.44X Cap: $269.48B
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Q: What a dilemma. Apple is the best performing stock in what is supposed to be a relatively safe and balanced RRSP portfolio. But it has grown to represent 20% of the portfolio. I feel I have to sell a good chunk of this high performance stock in order to correct the balance. Can you suggest what I could buy to replace the shares of Apple I sell?

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Read Answer Asked by David on December 16, 2021

• Medtronic plc. (MDT $95.63)
  • $95.63 P/E (TTM): 26.09X Cap: $121.31B
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Q: Good morning,

What are your thoughts on purchase of MDT after the FDA warning letter ? A buying opportunity or time to wait?

Thank you.

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Read Answer Asked by Brad on December 16, 2021

• Alphabet Inc. (GOOG $251.89)
  • $251.89 P/E (TTM): 26.8X Cap: $3.03T
  • View GOOG Profile
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• NVIDIA Corporation (NVDA $176.17)
  • $176.17 P/E (TTM): 56.41X Cap: $4.13T
  • View NVDA Profile
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• Digital Turbine Inc. (APPS $5.35)
  • $5.35 Cap: $561M
  • View APPS Profile
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Q: What are your top 3 U.S. stocks that look promising both in 2022 and beyond. I must admit, other than 2008 and March 2020 I do not recall a period in time where small and mid cap stocks have been crushed like this. Would you consider us in a bear market, even though the large caps mask this and markets at near all time highs?

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Read Answer Asked by Chris on December 15, 2021

• Roku Inc. (ROKU $98.68)
  • $98.68 Cap: $14.48B
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Q: Is it time to sell and move on after the court ruling. Analysts are shaving more than 100 dollars off their target prices.

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Read Answer Asked by Steve on December 15, 2021

• Alphabet Inc. (GOOG $251.89)
  • $251.89 P/E (TTM): 26.8X Cap: $3.03T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $508.13)
  • $508.13 P/E (TTM): 37.32X Cap: $3.79T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $176.17)
  • $176.17 P/E (TTM): 56.41X Cap: $4.13T
  • View NVDA Profile
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• CrowdStrike Holdings Inc. (CRWD $501.80)
  • $501.80 Cap: $111.80B
  • View CRWD Profile
  • View Questions on CRWD
• Digital Turbine Inc. (APPS $5.35)
  • $5.35 Cap: $561M
  • View APPS Profile
  • View Questions on APPS
• Unity Software Inc. (U $45.48)
  • $45.48 Cap: $19.25B
  • View U Profile
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Q: hi, could I get your top 6 picks for US stocks for a 5 year horizon, cheers, chris

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Read Answer Asked by chris on December 15, 2021

• Blackstone Inc. (BX $188.54)
  • $188.54 P/E (TTM): 49.52X Cap: $135.34B
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• Berkshire Hathaway Inc. (BRK.B $490.27)
  • $490.27 P/E (TTM): 16.83X Cap: $1.05T
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• Vanguard Value ETF (VTV $185.78)
  • $185.78 P/E (TTM): 18.42X Cap: $138.73B
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• Central Securities Corporation (CET $51.12)
  • $51.12 Cap: $12.20B
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Q: Curious to hear your thoughts about CET:NYSE, Central Securities, as a potential 5- to 10-year hold for diversification, some income and capital appreciation. Also, would it make sense to hold this in addition to BRK.B, BX, and a few ETFs (VGRO, VTV, VWO)? Thank you!

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Read Answer Asked by Aaron on December 15, 2021

• CRISPR Therapeutics AG (CRSP $61.84)
  • $61.84 Cap: $5.37B
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Q: CRSP has a PE of 15 so does this make it value/growth stock and a screaming buy at this level? Your analysis please.

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Read Answer Asked by Ian on December 15, 2021