Investment Q&A

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X Cap: $74.28B
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Q: Regarding ATVI, If this drop continues would you step in at a certain price or is it low enough already that you are comfortable for a 5 year hold? Is there a price that screams out to you BUY!?

I feel the stock reaction is overblown not, to dismiss the issues at hand but I don’t feel anything has changed with the companies outlook long term with great gaming assets and the metaverse theme gaining traction moving forward.

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Read Answer Asked by Michael on November 19, 2021

• Amazon.com Inc. (AMZN $228.15)
  • $228.15 P/E (TTM): 35.05X Cap: $2.43T
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• Mastercard Incorporated (MA $580.41)
  • $580.41 P/E (TTM): 39.7X Cap: $524.69B
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• Visa Inc. (V $339.43)
  • $339.43 P/E (TTM): 33.54X Cap: $658.47B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.42)
  • $16.42 Cap: $2.26B
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• Celsius Holdings Inc. (CELH $57.82)
  • $57.82 P/E (TTM): 175.52X Cap: $14.91B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Upstart Holdings Inc. (UPST $63.08)
  • $63.08 Cap: $6.06B
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• Affirm Holdings Inc. (AFRM $83.08)
  • $83.08 P/E (TTM): 678.42X Cap: $27.05B
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• Topicus.com Inc. (TOI $165.45)
  • $165.45 P/E (TTM): 81.12X Cap: $13.80B
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Q: Fire sale - V - 13 month low; MA just as bad; along with the rest of these. Do you think the people selling them have knowledge that we do not have and that is why they are selling these stocks. What is your take on what is happening? Thanks

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Read Answer Asked by Dennis on November 19, 2021

• Tesla Inc. (TSLA $395.94)
  • $395.94 P/E (TTM): 213.18X Cap: $1.27T
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• Fisker Inc. Class A (FSR)
  • Cap: $47M
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Q: I have a question about Fisker. Is this company a serious competitor for Tesla?

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Read Answer Asked by Valerie on November 19, 2021

• Reliance Inc. (RS $290.72)
  • $290.72 P/E (TTM): 21.48X Cap: $15.28B
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Q: Any reason for the drop yesterday? Do you still like RS going forward?

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Read Answer Asked by Jocelyne on November 18, 2021

• HIVE Digital Technologies Ltd. (HIVE $5.25)
  • $5.25 P/E (TTM): 26.14X Cap: $1.21B
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• Hut 8 Corp. (HUT $44.92)
  • $44.92 Cap: $4.74B
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• MARA Holdings Inc. (MARA $16.31)
  • $16.31 P/E (TTM): 10.69X Cap: $6.04B
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Q: I was wondering if you could comment on the latest earnings of Hive. To me it looked like it was better than Mara and HUT. Also two new facilities also should be commissioned soon. Should be able to increase their mining?

Your thoughts please.

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Read Answer Asked by Jimmy on November 18, 2021

• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 57.15X Cap: $4.32T
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Q: Can you please comment on their earnings. Would you add to the position


Thanks for the great service

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Read Answer Asked by Hector on November 18, 2021

• Citigroup Inc. (C $99.44)
  • $99.44 P/E (TTM): 14.62X Cap: $183.05B
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Q: I don't understand why this bank is such a poor performer relative to its peers. It is understood that their ROA is low relative to other banks but this metric continues to improve. Is it time to give up on this stock?

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Read Answer Asked by Paul on November 18, 2021

• Amazon.com Inc. (AMZN $228.15)
  • $228.15 P/E (TTM): 35.05X Cap: $2.43T
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• Alphabet Inc. (GOOG $241.38)
  • $241.38 P/E (TTM): 25.67X Cap: $2.91T
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• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 57.15X Cap: $4.32T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.49)
  • $198.49 P/E (TTM): 81.84X Cap: $257.91B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.42)
  • $16.42 Cap: $2.26B
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• Docebo Inc. (DCBO $41.85)
  • $41.85 P/E (TTM): 43.23X Cap: $1.20B
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• Topicus.com Inc. (TOI $165.45)
  • $165.45 P/E (TTM): 81.12X Cap: $13.80B
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Q: Please rate in order of long term potential. Thanks.

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Read Answer Asked by Steven on November 18, 2021

• MKS Inc. (MKSI $115.10)
  • $115.10 P/E (TTM): 29.37X Cap: $7.73B
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Q: Hi Team, Thoughts on the quarter from MKS please. I bought a small amount(1/3 position) based on the PHO acquisition, would you add here?
Thanks
Rob

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Read Answer Asked by Robert on November 18, 2021

• TTEC Holdings Inc. (TTEC $3.57)
  • $3.57 Cap: $179M
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Q: Thoughts on the quarter from TTEC. Market seems unimpressed as the stock is down 15% in the past week. What is the biggest concern? Is it a sell here in the mid-80's or has the market over reacted?

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Read Answer Asked by Robert on November 18, 2021

Q: Braze, Inc. (BRZE) Another mediocre company in a sea of company's that do the same/similar thing? This is starting to seem like the tech boom & bust of the 90's.

Thank you.

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Read Answer Asked by Ross on November 18, 2021

• Repligen Corporation (RGEN $113.54)
  • $113.54 Cap: $6.38B
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Q: The stock almost doubled between May and September and has gone up and down since. Does it have potential to get back to its September high, and possibly higher?

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Read Answer Asked by Brendan on November 18, 2021

• Walmart Inc. (WMT $103.49)
  • $103.49 P/E (TTM): 43.87X Cap: $825.11B
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Q: Can I have your opinion on the latest quarter please

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Read Answer Asked by David on November 18, 2021

• Vector Group Ltd. (VGR)
  • P/E (TTM): 12.13X Cap: $2.35B
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Q: 5i I have owned this company and received dividends for a long time. Recently they announced they were splitting their real estate Douglas Elliman division. Will shareholders receive addtional shares. How those this work. Take has many credits. Should I just sell when they split. Tks 51

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Read Answer Asked by Guy on November 17, 2021

• Amazon.com Inc. (AMZN $228.15)
  • $228.15 P/E (TTM): 35.05X Cap: $2.43T
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• Mastercard Incorporated (MA $580.41)
  • $580.41 P/E (TTM): 39.7X Cap: $524.69B
  • View MA Profile
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• Visa Inc. (V $339.43)
  • $339.43 P/E (TTM): 33.54X Cap: $658.47B
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Q: Poor Visa! What are your thoughts? Will other big companies or Amazon North America etc start rejecting visa too? I have been eyeing Visa and Mastercard for a while now. Is this a good time to buy Visa or wait and see if it falls through $190/200? Buy visa or mastercard, or both, or neither?

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Read Answer Asked by Connie on November 17, 2021

• Riskified Ltd. Class A (RSKD $4.60)
  • $4.60 Cap: $737M
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Q: Hello 5i,

I would like your thoughts on this company. After the big drop would you start a position for the long term ?
As always, thank you very much for your insight.

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Read Answer Asked by jean on November 17, 2021

• Roku Inc. (ROKU $94.52)
  • $94.52 Cap: $13.92B
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Q: Hello 5I
Roku has taken a real downturn to-day. I know one brokerage has downgraded it, but is there anymore bad news to have this lose 10%. Its been going down since August, almost at its 52 week low. It this justified???

Thank you

Steve

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Read Answer Asked by Steve on November 17, 2021

• Itron Inc. (ITRI $119.54)
  • $119.54 P/E (TTM): 20.6X Cap: $5.40B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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Q: ITRI is trying my patience. Would you recommend a switch to NVEE? Ideally, would holding both also make sense? Thanks.

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Read Answer Asked by Alex on November 17, 2021

• Teladoc Health Inc. (TDOC $7.68)
  • $7.68 Cap: $1.35B
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Q: What is your outlook on TDOC? Is there another stock in the Healthcare space that you would prefer or stay with TDOC for the long term?

Thanks for your service?

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Read Answer Asked by Ozzie on November 17, 2021

• Alphabet Inc. (GOOG $241.38)
  • $241.38 P/E (TTM): 25.67X Cap: $2.91T
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• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 57.15X Cap: $4.32T
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• AbbVie Inc. (ABBV $218.34)
  • $218.34 P/E (TTM): 105.37X Cap: $385.71B
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• Bank of America Corporation (BAC $50.58)
  • $50.58 P/E (TTM): 14.88X Cap: $374.64B
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• The Walt Disney Company (DIS $115.96)
  • $115.96 P/E (TTM): 18.32X Cap: $208.48B
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• Xylem Inc. New (XYL $141.55)
  • $141.55 P/E (TTM): 36.93X Cap: $34.45B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• DexCom Inc. (DXCM $76.22)
  • $76.22 P/E (TTM): 53.15X Cap: $29.89B
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• T-Mobile US Inc. (TMUS $241.72)
  • $241.72 P/E (TTM): 22.79X Cap: $272.03B
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• CrowdStrike Holdings Inc. (CRWD $436.10)
  • $436.10 Cap: $109.44B
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• Jacobs Solutions Inc. (J $146.70)
  • $146.70 P/E (TTM): 37.19X Cap: $17.53B
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: Hi Peter and Team
Looking for guidance on US holdings in a non registered account. My feeling from following your questions is that the US market would likely do well next year or 2 and that I should not invest 100% in Canada. Can you list 5 US securities that you see as good growth for next 2-3 years holding ?
Thanks for excellent guidance
Peter

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Read Answer Asked by Linda on November 17, 2021