Investment Q&A

• Garmin Ltd. (Switzerland) (GRMN $203.59)
  • $203.59 P/E (TTM): 24.59X Cap: $38.86B
  • View GRMN Profile
  • View Questions on GRMN
• Wynn Resorts Limited (WYNN $125.51)
  • $125.51 P/E (TTM): 28.53X Cap: $13.04B
  • View WYNN Profile
  • View Questions on WYNN
• Ulta Beauty Inc. (ULTA $601.50)
  • $601.50 P/E (TTM): 20.9X Cap: $26.68B
  • View ULTA Profile
  • View Questions on ULTA
• Aritzia Inc. Subordinate Voting Shares (ATZ $113.29)
  • $113.29 P/E (TTM): 46.23X Cap: $12.82B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Flutter Entertainment Plc (PDYPF)
  • Cap: $36.20B
  • View PDYPF Profile
  • View Questions on PDYPF

Q: Hello,
I have Flutter Entertainment shares OTC due to the all share deal from owning TSGI years ago. My question is should I sell these shares now and rebuy them with US dollars on a US exchange, that way if I make a large profit in the future it is less of an exchange fee? Or is there another company in the consumer sector you would recommend altogether?
Thank you,

Tori

Upvote 0

Read Answer Asked by Tori on March 01, 2022

• MongoDB Inc. (MDB $409.62)
  • $409.62 Cap: $32.29B
  • View MDB Profile
  • View Questions on MDB
• BILL Holdings Inc. (BILL $53.45)
  • $53.45 Cap: $5.03B
  • View BILL Profile
  • View Questions on BILL
• Snowflake Inc. (SNOW $228.79)
  • $228.79 Cap: $79.54B
  • View SNOW Profile
  • View Questions on SNOW

Q: I would like to buy into a tech company for a long term holding. Which of the following (Bill.com, MDB, SNOW) looks to have what it takes to be the highest growth over the next 5 years. Which would be your 2nd pick. I am ok with volatility. Thank you!

Upvote 0

Read Answer Asked by Marc on March 01, 2022

• Freeport-McMoRan Inc. (FCX $45.20)
  • $45.20 P/E (TTM): 31.14X Cap: $64.05B
  • View FCX Profile
  • View Questions on FCX
• iShares S&P/TSX Capped Materials Index ETF (XMA $39.62)
  • $39.62 P/E (TTM): 9.32X Cap: $401M
  • View XMA Profile
  • View Questions on XMA
• Vanguard Materials ETF (VAW $201.37)
  • $201.37 P/E (TTM): 23.63X Cap: $2.79B
  • View VAW Profile
  • View Questions on VAW
• Nutrien Ltd. (NTR $83.40)
  • $83.40 P/E (TTM): 48.6X Cap: $40.47B
  • View NTR Profile
  • View Questions on NTR
• Rio2 Limited (RIO $2.43)
  • $2.43 Cap: $1.04B
  • View RIO Profile
  • View Questions on RIO
• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $62.62)
  • $62.62 P/E (TTM): 24.99X Cap: $30.69B
  • View TECK.A Profile
  • View Questions on TECK.A

Q: Hi,

I have no materials in my portfolio although lots of oil. Can u recommend two US and two CDN ETFs OR companies that you think should do well without too much volatility?

Upvote 0

Read Answer Asked by Graeme on March 01, 2022

• EPAM Systems Inc. (EPAM $203.60)
  • $203.60 P/E (TTM): 30.53X Cap: $11.13B
  • 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 $483.16)
  • $483.16 P/E (TTM): 33.98X Cap: $3.59T
  • 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 $54.75)
  • $54.75 P/E (TTM): 21.16X Cap: $6.02B
  • 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 $504.34)
  • $504.34 P/E (TTM): 17.26X Cap: $1.08T
  • 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 $10.93)
  • $10.93 Cap: $12.58B
  • 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 $29.52)
  • $29.52 Cap: $1.91B
  • View SEDG Profile
  • View Questions on SEDG
• Enphase Energy Inc. (ENPH $31.25)
  • $31.25 P/E (TTM): 20.13X Cap: $4.08B
  • 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 $84.28)
  • $84.28 P/E (TTM): 39.22X Cap: $2.22B
  • View HACK Profile
  • View Questions on HACK
• Zscaler Inc. (ZS $242.68)
  • $242.68 Cap: $38.56B
  • View ZS Profile
  • View Questions on ZS
• Rapid7 Inc. (RPD $15.97)
  • $15.97 P/E (TTM): 45.89X Cap: $1.05B
  • View RPD Profile
  • View Questions on RPD
• CrowdStrike Holdings Inc. (CRWD $512.03)
  • $512.03 Cap: $129.35B
  • 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 $278.78)
  • $278.78 P/E (TTM): 37.99X Cap: $4.14T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $229.53)
  • $229.53 P/E (TTM): 32.82X Cap: $2.45T
  • View AMZN Profile
  • View Questions on AMZN
• Garmin Ltd. (Switzerland) (GRMN $203.59)
  • $203.59 P/E (TTM): 24.59X Cap: $38.86B
  • View GRMN Profile
  • View Questions on GRMN
• Booking Holdings Inc. (BKNG $5,197.04)
  • $5,197.04 P/E (TTM): 32.88X Cap: $167.52B
  • View BKNG Profile
  • View Questions on BKNG
• Ulta Beauty Inc. (ULTA $601.50)
  • $601.50 P/E (TTM): 20.9X Cap: $26.68B
  • View ULTA Profile
  • View Questions on ULTA
• NVR Inc. (NVR $7,538.08)
  • $7,538.08 P/E (TTM): 16.89X Cap: $21.35B
  • 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 $203.60)
  • $203.60 P/E (TTM): 30.53X Cap: $11.13B
  • 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 $1.83)
  • $1.83 Cap: $152M
  • View CDXS Profile
  • View Questions on CDXS
• Twist Bioscience Corporation (TWST $32.30)
  • $32.30 Cap: $2B
  • 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 $27.78)
  • $27.78 P/E (TTM): 51.91X Cap: $35.69B
  • 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 $10.94)
  • $10.94 Cap: $1.76B
  • 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 $162.33)
  • $162.33 P/E (TTM): 30.38X 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 $3.56)
  • $3.56 Cap: $1.07B
  • 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 $45.20)
  • $45.20 P/E (TTM): 31.14X Cap: $64.05B
  • View FCX Profile
  • View Questions on FCX
• Nutrien Ltd. (NTR $83.40)
  • $83.40 P/E (TTM): 48.6X Cap: $40.47B
  • 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 $346.26)
  • $346.26 P/E (TTM): 20.96X Cap: $137.60B
  • View ADBE Profile
  • View Questions on ADBE
• Alphabet Inc. (GOOG $322.09)
  • $322.09 P/E (TTM): 31.65X Cap: $3.83T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $483.16)
  • $483.16 P/E (TTM): 33.98X Cap: $3.59T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $182.41)
  • $182.41 P/E (TTM): 51.17X Cap: $4.43T
  • View NVDA Profile
  • View Questions on NVDA
• Vanguard FTSE Developed Europe All Cap Index ETF (VE $43.89)
  • $43.89 P/E (TTM): 20.97X Cap: $494M
  • View VE Profile
  • View Questions on VE
• CrowdStrike Holdings Inc. (CRWD $512.03)
  • $512.03 Cap: $129.35B
  • View CRWD Profile
  • View Questions on CRWD
• Digital Turbine Inc. (APPS $5.01)
  • $5.01 Cap: $561M
  • 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