Investment Q&A

• Veeva Systems Inc. Class A (VEEV $240.67)
  • $240.67 P/E (TTM): 46.77X Cap: $39.56B
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• Roku Inc. (ROKU $95.63)
  • $95.63 Cap: $14.12B
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• CrowdStrike Holdings Inc. (CRWD $501.54)
  • $501.54 Cap: $125.86B
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• Digital Turbine Inc. (APPS $4.69)
  • $4.69 Cap: $536M
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• Mitek Systems Inc. (MITK $8.81)
  • $8.81 P/E (TTM): 27.17X Cap: $402M
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Q: Hi Team, I am trying to decide on one of the listed stocks. could you rank in order that you feel has the best upside.

thanks Dave

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Read Answer Asked by Dave on February 11, 2022

• Pinterest Inc. Class A (PINS $25.57)
  • $25.57 P/E (TTM): 8.83X Cap: $17.27B
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Q: WHY THE UNRELENTING WEAKNESS IN THIS STOCK? I LIKE THIS COMPANY AND IT SEEMS PRICED WELL WITH AN EARNINGS BEAT AND TWO RUMOURED OFFERS TO TAKE IT PRIVATE BUT THE MARKET DOES NOT CARE. IT SEEMS LIKE MORE THAN TECH WEAKNESS. YOUR THOUGHTS THANKYOU AND KEEP UP THE GOOD JOB YOU HAVE BEEN DOING

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Read Answer Asked by John on February 11, 2022

• Affirm Holdings Inc. (AFRM $68.80)
  • $68.80 P/E (TTM): 104.29X Cap: $22.70B
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Q: I don't own the stock, but I'm curious on your thoughts about Affirm releasing quarterly results while the market is open. Isn't this highly unusual?

Jason

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Read Answer Asked by Jason on February 11, 2022

• Sun Life Financial Inc. (SLF $82.41)
  • $82.41 P/E (TTM): 21.09X Cap: $45.93B
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• Ally Financial Inc. (ALLY $41.15)
  • $41.15 P/E (TTM): 24.54X Cap: $12.67B
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• Medical Properties Trust Inc. (MPW $5.77)
  • $5.77 Cap: $3.47B
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• VICI Properties Inc. (VICI $28.83)
  • $28.83 P/E (TTM): 10.97X Cap: $30.81B
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• ChargePoint Holdings Inc. (CHPT $7.93)
  • $7.93 Cap: $185M
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• Solid Power Inc. (SLDP $5.15)
  • $5.15 Cap: $983M
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Q: Hi gang, could you please me your take on this company. I would like to buy one company from each sector.
1:mpw /vici are divided safe and strong growth.
2:sldp/ chpt which one would you buy today?
3:suf/ally which is a better set for growth and safety of dividends? I would like to buy one company from each sector. Thanks
Alnoor

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Read Answer Asked by Alnoor on February 11, 2022

• Affirm Holdings Inc. (AFRM $68.80)
  • $68.80 P/E (TTM): 104.29X Cap: $22.70B
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Q: Comments on #1 earnings report and #2 twitter early release fiasco. Genuine mistake or deliberate manipulation?

Should I keep holding or take a large tax loss?

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Read Answer Asked by Maureen on February 11, 2022

• Trane Technologies plc (TT $419.64)
  • $419.64 P/E (TTM): 32.24X Cap: $93.05B
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Q: Hi 5i team,
I have held shares of Trane Technologies for one year now. Recently the stock price looks very bearish. My understanding is there are concerns about supply chain issues. How serious is this problem ? Will this hurt the profits of the company for the long term?
Thank you for your opinion

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Read Answer Asked by john on February 10, 2022

• Alphabet Inc. (GOOG $320.28)
  • $320.28 P/E (TTM): 31.95X Cap: $3.86T
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• NVIDIA Corporation (NVDA $180.26)
  • $180.26 P/E (TTM): 50.66X Cap: $4.38T
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• CrowdStrike Holdings Inc. (CRWD $501.54)
  • $501.54 Cap: $125.86B
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• Unity Software Inc. (U $42.47)
  • $42.47 Cap: $18.17B
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• C3.ai Inc. Class A (AI $14.16)
  • $14.16 Cap: $1.95B
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Q: WHAT STOCKS ARE INVOLVE OR DOING ARTIFICIAL INTELLIGENT?

THANK YOU

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Read Answer Asked by Herbert on February 10, 2022

• Costco Wholesale Corporation (COST $908.26)
  • $908.26 P/E (TTM): 64.2X Cap: $402.52B
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Q: I am considering purchasing one of the following and would appreciate your guidance.
Maple Leaf Foods, Loblaws, Costco. Or, would you recommend a different company. Many thanks

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Read Answer Asked by Patricia on February 10, 2022

• Trane Technologies plc (TT $419.64)
  • $419.64 P/E (TTM): 32.24X Cap: $93.05B
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• Carrier Global Corporation (CARR $54.36)
  • $54.36 P/E (TTM): 31.87X Cap: $45.78B
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Q: Please provide your comments on this company in terms of long term growth and risk.

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Read Answer Asked by Janice on February 10, 2022

• Copart Inc. (CPRT $38.75)
  • $38.75 P/E (TTM): 23.96X Cap: $37.51B
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• Carvana Co. Class A (CVNA $357.33)
  • $357.33 P/E (TTM): 80.01X Cap: $67.41B
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Q: Can you compare these two? I just entered an initial position in CPRT. Which do you prefer for long term capital appreciation for an agressive investor. Would a position in CVNA be complementary to CPRT?

Thank you.

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Read Answer Asked by Karim on February 10, 2022

• Littelfuse Inc. (LFUS $256.10)
  • $256.10 P/E (TTM): 53.25X Cap: $6.37B
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Q: Hi 5iTeam,

I would appreciate your comments on LFUS going forward and is it a buy, hold or sell at current price, and your rationales?

Cheers,
H

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Read Answer Asked by Harry on February 10, 2022

• S&P Global Inc. (SPGI $495.61)
  • $495.61 P/E (TTM): 35.94X Cap: $150.07B
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Q: Can I please have your thoughts, comments on SPGI's recently announced earnings. Do you see good things ahead. As you know the share price is down considerably in 2022.

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Read Answer Asked by Brian on February 10, 2022

• Veeva Systems Inc. Class A (VEEV $240.67)
  • $240.67 P/E (TTM): 46.77X Cap: $39.56B
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• Repligen Corporation (RGEN $171.18)
  • $171.18 Cap: $9.63B
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Q: Hello 5i
I have owned RGEN for several years.
Could you tell me how you would rank it against its peers? Is there a name you prefer more and if so why?
Thank you so much!!
Dave

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Read Answer Asked by Dave on February 10, 2022

• Vail Resorts Inc. (MTN $139.19)
  • $139.19 P/E (TTM): 18.89X Cap: $5B
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Q: Please provide your assessment of this security. Once a market darling, now crushed during the market correction. I’m
Holding this at a 15% loss.
Do you see it as solid reopening trade stock?
Would you hold, sell or buy more?
Thank you

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Read Answer Asked by Karim on February 10, 2022

• Quanta Services Inc. (PWR $460.43)
  • $460.43 P/E (TTM): 66.69X Cap: $68.65B
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• MasTec Inc. (MTZ $210.47)
  • $210.47 P/E (TTM): 48.9X Cap: $15.13B
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• KBR Inc. (KBR $40.77)
  • $40.77 P/E (TTM): 14.05X Cap: $5.17B
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• Jacobs Solutions Inc. (J $135.86)
  • $135.86 P/E (TTM): 56.11X Cap: $15.85B
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Q: I understand these stocks [and others] are involved in grid electrification and modernization. infrastructure modernization and digitization of industry.
Could you comment on which ones [and others] you would recommend with rationale. Thank you.

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Read Answer Asked by sam on February 10, 2022

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Twilio Inc. Class A (TWLO $127.01)
  • $127.01 P/E (TTM): 329.59X Cap: $19.25B
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Q: Both of SQ and TWLO had taken a beating recently . Do you see them as a hold and wait or do you think it's time to sell ? Thank you for your opinion .

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Read Answer Asked by grace on February 10, 2022

• CrowdStrike Holdings Inc. (CRWD $501.54)
  • $501.54 Cap: $125.86B
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• Digital Turbine Inc. (APPS $4.69)
  • $4.69 Cap: $536M
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Q: Have funds in a US RSP account to top up one or both and underwater on both with the recent tech pullback. at equal 1.5% weighting. which has greatest upside over the next 2-3 years? Or, would you have a better US tech recommendation for this timeframe? Already own GOogle and Nvidia. Thank you.

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Read Answer Asked by Tony on February 10, 2022

• Cerence Inc. (CRNC $10.44)
  • $10.44 Cap: $469M
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Q: Could you give me an update on CRNC and why the sell off?

TIA

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Read Answer Asked by Gerald on February 10, 2022

• Vanguard S&P 500 Index ETF (VFV $169.94)
  • $169.94 P/E (TTM): 27.07X Cap: $27.77B
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Q: I am currently heavily invested in Canadian stocks but have insignificant exposure/diversification to the US market. At 64 yo I'm favouring simplicity and considering a significant investment via an Index fund ETF (10 year + timeframe). This will not be in a registered account. I'm considering Vanguard, BMO, or iShares. Which would you suggest? And could you please provide the appropriate ticker symbol. Thanks for your valued assistance.
Dave

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Read Answer Asked by dave on February 10, 2022

• Amazon.com Inc. (AMZN $229.16)
  • $229.16 P/E (TTM): 32.44X Cap: $2.44T
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• Meta Platforms Inc. (META $633.61)
  • $633.61 P/E (TTM): 28.18X Cap: $1.59T
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• Alphabet Inc. (GOOG $320.28)
  • $320.28 P/E (TTM): 31.95X Cap: $3.86T
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• Microsoft Corporation (MSFT $485.50)
  • $485.50 P/E (TTM): 33.93X Cap: $3.60T
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• Netflix Inc. (NFLX $106.14)
  • $106.14 P/E (TTM): 4.36X Cap: $449.74B
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• PayPal Holdings Inc. (PYPL $61.83)
  • $61.83 P/E (TTM): 12.32X Cap: $57.85B
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• Marvell Technology Inc. (MRVL $87.72)
  • $87.72 Cap: $75.62B
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• T-Mobile US Inc. (TMUS $206.73)
  • $206.73 P/E (TTM): 19.91X Cap: $231.22B
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• DraftKings Inc. (DKNG $32.20)
  • $32.20 Cap: $16.02B
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• Robinhood Markets Inc. (HOOD $128.20)
  • $128.20 P/E (TTM): 48.15X Cap: $115.27B
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Q: How would you rank these for adding to my TFSA today? They have all been beaten up, but are good stocks. Thanks as always!

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Read Answer Asked by Austin on February 10, 2022