Investment Q&A

• Miscellaneous (MISC)
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Q: I remember in the (i.e. Nortel -- I even worked as a contractor there -- one of a lot of tech stocks) days when they participated in a massive sell-off which took years to recover. Is this deja vu so to speak?

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Read Answer Asked by Dennis on December 18, 2021

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X Cap: $74.28B
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Q: If you tune out the noise on this company, is this a decent investment?

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Read Answer Asked by Edgar on December 18, 2021

• Digital Turbine Inc. (APPS $6.66)
  • $6.66 Cap: $720M
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Q: Hi Team,
I am just wondering why APPS is not on the Apple platform? Also would there be potential to be in the future, and would this be a catalyst for them? Or is this an impossibility? Thanks

Shane.

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Read Answer Asked by Shane on December 17, 2021

• PayPal Holdings Inc. (PYPL $69.77)
  • $69.77 P/E (TTM): 14.95X Cap: $66.65B
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• Visa Inc. (V $347.38)
  • $347.38 P/E (TTM): 33.79X Cap: $673.89B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: I am down a fair amount on Paypal in a registered account. Seeking your opinion on selling, and placing funds elsewhere. Logic being I likely will recoup my loss faster elsewhere than waiting game with Paypal? Thoughts? Please share 2 ideas as a replacement. Thanks, and all the best

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Read Answer Asked by Steven on December 17, 2021

• NVIDIA Corporation (NVDA $186.26)
  • $186.26 P/E (TTM): 51.9X Cap: $4.52T
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• Constellation Software Inc. (CSU $3,782.39)
  • $3,782.39 P/E (TTM): 90.88X Cap: $80.15B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.12)
  • $242.12 P/E (TTM): 93.6X Cap: $314.60B
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• goeasy Ltd. (GSY $166.66)
  • $166.66 P/E (TTM): 9.79X Cap: $2.67B
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• Digital Turbine Inc. (APPS $6.66)
  • $6.66 Cap: $720M
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Q: Good morning
I have some cash in my TFSA that i would like to put to work before the end of the year and then in early January to complete the position with my contribution for 2022.
What are your 3 favorite picks for a TFSA in 2022 in Canada and 2 picks in the US?
Thks 5i for all your help over the years and a MERRY CHRISTMAS to all at 5i
Thks
Marcel

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Read Answer Asked by Marcel on December 17, 2021

• Alphabet Inc. (GOOG $260.51)
  • $260.51 P/E (TTM): 27.05X Cap: $3.14T
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• Microsoft Corporation (MSFT $523.61)
  • $523.61 P/E (TTM): 38.16X Cap: $3.89T
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• NVIDIA Corporation (NVDA $186.26)
  • $186.26 P/E (TTM): 51.9X Cap: $4.52T
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• CrowdStrike Holdings Inc. (CRWD $527.32)
  • $527.32 Cap: $130.99B
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• Digital Turbine Inc. (APPS $6.66)
  • $6.66 Cap: $720M
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• Unity Software Inc. (U $37.29)
  • $37.29 Cap: $15.75B
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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 $60.77)
  • $60.77 P/E (TTM): 22.35X Cap: $78.63B
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• Tyson Foods Inc. (TSN $51.38)
  • $51.38 P/E (TTM): 23.55X Cap: $18.27B
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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 $87.49)
  • $87.49 P/E (TTM): 13.44X Cap: $218.53B
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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 $52.96)
  • $52.96 P/E (TTM): 15.11X 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 $478.80)
  • $478.80 P/E (TTM): 33.71X Cap: $51.52B
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• Canadian National Railway Company (CNR $133.43)
  • $133.43 P/E (TTM): 18.49X Cap: $83.28B
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• WSP Global Inc. (WSP $276.16)
  • $276.16 P/E (TTM): 45.82X Cap: $36.04B
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• TFI International Inc. (TFII $126.90)
  • $126.90 P/E (TTM): 20.5X Cap: $10.53B
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• ATS Corporation (ATS $37.87)
  • $37.87 Cap: $3.69B
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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 $159.59)
  • $159.59 P/E (TTM): 40.19X Cap: $19.07B
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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 $227.99)
  • $227.99 P/E (TTM): 109.21X Cap: $402.75B
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• Veeva Systems Inc. Class A (VEEV $293.02)
  • $293.02 P/E (TTM): 59.98X Cap: $48.02B
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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 $127.31)
  • $127.31 P/E (TTM): 15.19X Cap: $5.66B
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• SoftBank Group Corp. ADR (SFTBY $78.76)
  • $78.76 Cap: $227B
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• Groupon Inc. (GRPN $20.99)
  • $20.99 Cap: $864M
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• Stitch Fix Inc. (SFIX $4.58)
  • $4.58 Cap: $614M
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• Chegg Inc. (CHGG $1.39)
  • $1.39 Cap: $150M
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• TUPPERW.BRAND.CORP.DL-01 (TUP)
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• Zillow Group Inc. (Z $77.12)
  • $77.12 Cap: $17.85B
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• Digital Turbine Inc. (APPS $6.66)
  • $6.66 Cap: $720M
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• SelectQuote Inc. (SLQT $2.06)
  • $2.06 P/E (TTM): 200.0X Cap: $356M
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• GAN Limited (GAN)
  • Cap: $91M
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• Oatly Group AB (OTLY $15.64)
  • $15.64 Cap: $468M
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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 $527.32)
  • $527.32 Cap: $130.99B
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• Digital Turbine Inc. (APPS $6.66)
  • $6.66 Cap: $720M
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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 $353.52)
  • $353.52 P/E (TTM): 22.71X Cap: $147.98B
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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 $6.66)
  • $6.66 Cap: $720M
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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 $103.03)
  • $103.03 P/E (TTM): 25.22X Cap: $20.40B
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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 $33.97)
  • $33.97 P/E (TTM): 11.95X Cap: $23.09B
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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 $262.82)
  • $262.82 P/E (TTM): 39.39X Cap: $3.90T
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• Alphabet Inc. (GOOG $260.51)
  • $260.51 P/E (TTM): 27.05X Cap: $3.14T
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• Microsoft Corporation (MSFT $523.61)
  • $523.61 P/E (TTM): 38.16X Cap: $3.89T
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• NVIDIA Corporation (NVDA $186.26)
  • $186.26 P/E (TTM): 51.9X Cap: $4.52T
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• AbbVie Inc. (ABBV $227.99)
  • $227.99 P/E (TTM): 109.21X Cap: $402.75B
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• T-Mobile US Inc. (TMUS $217.77)
  • $217.77 P/E (TTM): 20.77X Cap: $243.57B
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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 $93.67)
  • $93.67 P/E (TTM): 26.02X Cap: $120.14B
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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