Investment Q&A

• Okta Inc. (OKTA $83.76)
  • $83.76 P/E (TTM): 98.37X Cap: $14.92B
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• MongoDB Inc. (MDB $351.14)
  • $351.14 Cap: $29.72B
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Q: Please provide your current comments on whether these two companies are good investments at this time. What is their potential for growth and what risks do they face in an inflationary environment?

Thank you and a happy new year to all at 5i

Stella

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Read Answer Asked by Stella on January 06, 2022

• Thermo Fisher Scientific Inc (TMO $580.13)
  • $580.13 P/E (TTM): 33.88X Cap: $220.92B
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Q: Peter; All the best in 2022- Covid free . Could you update your opinion on Thermo ? Thanks. Rod

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Read Answer Asked by Rodney on January 05, 2022

• Roku Inc. (ROKU $100.01)
  • $100.01 Cap: $14.77B
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Q: Purchased very recently and lost 9% already. Not sure if it's an opportunity to purchase more, or just hold what I have.

Your opinion, please.

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Read Answer Asked by Brenda on January 05, 2022

• Alpha and Omega Semiconductor Limited (AOSL $18.84)
  • $18.84 Cap: $571M
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Q: any reason why this is down so much when semiconductors holding up so well?

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Read Answer Asked by hal on January 05, 2022

• Celsius Holdings Inc. (CELH $44.01)
  • $44.01 P/E (TTM): 397.55X Cap: $11.34B
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Q: Any idea why the stock has been in big decline over last few days? At today's price is this a buy, hold, or sell? Thanks. Rick

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Read Answer Asked by Rick on January 05, 2022

• Intuitive Surgical Inc. (ISRG $565.51)
  • $565.51 P/E (TTM): 75.62X Cap: $202.72B
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• iRobot Corporation (IRBT $1.98)
  • $1.98 Cap: $66M
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• Datametrex AI Limited (DM $0.09)
  • $0.09 P/E (TTM): 2.83X Cap: $2M
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• Docebo Inc. (DCBO $31.88)
  • $31.88 P/E (TTM): 33.66X Cap: $916M
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Q: For 2022 what are your top AI picks? If you could please indicate a large cap and small cap option in canadian, us and or european markets.
Thx

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Read Answer Asked by Todd on January 05, 2022

• Unity Software Inc. (U $37.16)
  • $37.16 Cap: $15.90B
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Q: Hi people HNY. I bought a 1 percent position in Unity after it dropped today.
Do you recommend taking a position in an apparent solid company when it drops considerably on no apparent news THX

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Read Answer Asked by Alan on January 05, 2022

• GE Aerospace (GE $304.17)
  • $304.17 P/E (TTM): 41.48X Cap: $327.69B
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Q: Happy New Year!

With GE splitting into 3 companies is this a good time to initiate a position on GE? I think it is still cheap.. GE energy and healthcare have a lot of potential in my opinion. What is your take on this company. Thanks.

Regards,

Shyam

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Read Answer Asked by Shyam on January 05, 2022

• Apple Inc. (AAPL $272.95)
  • $272.95 P/E (TTM): 36.8X Cap: $4.04T
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• Amazon.com Inc. (AMZN $237.58)
  • $237.58 P/E (TTM): 35.18X Cap: $2.61T
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• NVIDIA Corporation (NVDA $186.86)
  • $186.86 P/E (TTM): 55.03X Cap: $4.70T
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• QUALCOMM Incorporated (QCOM $174.50)
  • $174.50 P/E (TTM): 34.73X Cap: $189.21B
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• Salesforce Inc. (CRM $240.43)
  • $240.43 P/E (TTM): 35.54X Cap: $234.21B
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• The Walt Disney Company (DIS $107.61)
  • $107.61 P/E (TTM): 17.97X Cap: $209.72B
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• Visa Inc. (V $336.08)
  • $336.08 P/E (TTM): 33.22X Cap: $647.19B
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Q: Hello,
Are you able to rank these companies (best to worst) for entry today for long term hold.
Thank you

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Read Answer Asked by Susan on January 05, 2022

• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: MTTR has been on a steep downward trend since end of November. Anything wrong going on or is this a buying opportunity?

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Read Answer Asked by Craig on January 05, 2022

• Old Market Capital Corp Com (NICK)
  • Cap: $45M
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Q: Can I get your take on this company please?

Thanks

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Read Answer Asked by Scott on January 05, 2022

• Apple Inc. (AAPL $272.95)
  • $272.95 P/E (TTM): 36.8X Cap: $4.04T
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• Microsoft Corporation (MSFT $503.29)
  • $503.29 P/E (TTM): 36.18X Cap: $3.79T
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• Open Text Corporation (OTEX $48.10)
  • $48.10 P/E (TTM): 18.29X Cap: $12.23B
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• CoStar Group Inc. (CSGP $68.53)
  • $68.53 P/E (TTM): 1725.5X Cap: $29.04B
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• CyberArk Software Ltd. (CYBR $487.29)
  • $487.29 Cap: $24.10B
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Q: I would like to add to my TECHNOLOGY sector. I own Apple/ AAPL
, Microsoft Corp / MSFT, Open text/OTEX
, and EVOLVE CYBER SECURITY INDEX ETF UNIT/CYRB for a total of 13%. Would Costar group CSGP be a good addition for both diversification and as a growth stock.

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Read Answer Asked by David on January 05, 2022

• MKS Inc. (MKSI $144.11)
  • $144.11 P/E (TTM): 36.96X Cap: $10.28B
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Q: What is your opinion on MKS Instruments for value and growth in the next year. Are their companies in this sector that you would prefer. Thanks for you advice.

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Read Answer Asked by Ian on January 04, 2022

• ZipRecruiter Inc. Class A (ZIP $4.62)
  • $4.62 Cap: $395M
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Q: Would you have any updates in your thoughts regarding ZIP? Thanks!

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Read Answer Asked by patricia on January 04, 2022

• Skyworks Solutions Inc. (SWKS $68.17)
  • $68.17 P/E (TTM): 22.43X Cap: $10.13B
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• Keysight Technologies Inc. (KEYS $178.37)
  • $178.37 P/E (TTM): 58.43X Cap: $30.65B
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• Defiance Next Gen Connectivity ETF (FIVG)
  • P/E (TTM): 30.91X Cap: $633M
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• iShares Future Cloud 5G and Tech ETF (IDAT)
  • P/E (TTM): 56.55X Cap: $8M
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Q: I'm interested in investing in 5G stocks. I sold my Keysight Technologies (KEYS) shares and would like to reinvest in the company. How would you rate KEYS at the current price and for the longer term? What are the other few other 5G companies and ETFs you would recommend to invest?

What do you think of CIEN (Ciena) stock which I own? Is it a very good stock with strong growth to hold for a long time? How would you rate CIEN with its major competitors? Which two or three companies (major competitors) you like in the same field?

Thank you.

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Read Answer Asked by Helena on January 04, 2022

• Alphabet Inc. (GOOGL $278.57)
  • $278.57 P/E (TTM): 28.76X Cap: $3.36T
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• NVIDIA Corporation (NVDA $186.86)
  • $186.86 P/E (TTM): 55.03X Cap: $4.70T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.88)
  • $205.88 P/E (TTM): 89.27X Cap: $285.61B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $96.41)
  • $96.41 P/E (TTM): 40.88X Cap: $11.11B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.22)
  • $17.22 Cap: $2.37B
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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 $37.29)
  • $37.29 Cap: $3.62B
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Q: What is a good price point to buy UPST, GOOGL, NVDA, LSPD.TO, ATZ..TO and SHOP.TO and NVEI.TO for 2022?

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Read Answer Asked by V on January 04, 2022

• iShares 0-5 Year TIPS Bond ETF (STIP $102.88)
  • $102.88 Cap: $13.16B
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Q: What is the difference between VTIP and STIP? Is there an advantage of owning one over the other?

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Read Answer Asked by Carla on January 04, 2022

• Global Payments Inc. (GPN $75.44)
  • $75.44 P/E (TTM): 10.88X Cap: $18.32B
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Q: I haven't asked any questions for quite some time so I would like to ask on 2 USA stocks.Thanks for your GREAT service over the years as I have been a member since it started and it has been a great help for my as I am retired 84 and enjoy reading the short questions and your educational answers.Best to you Ryan and your staff.Jim

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Read Answer Asked by jim on January 04, 2022

• Silicon Motion Technology Corporation (SIMO $86.60)
  • $86.60 P/E (TTM): 35.17X Cap: $3.10B
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• InMode Ltd. (INMD $14.30)
  • $14.30 Cap: $1.01B
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• Global-E Online Ltd. (GLBE $35.64)
  • $35.64 Cap: $6.02B
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Q: Seasons Greetings to all at 5i!!
Please compare these three companies for growth, balance sheet strength and which order would be your preference.
Thank you so much
Dave

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Read Answer Asked by Dave on January 04, 2022

• Apple Inc. (AAPL $272.95)
  • $272.95 P/E (TTM): 36.8X Cap: $4.04T
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• QUALCOMM Incorporated (QCOM $174.50)
  • $174.50 P/E (TTM): 34.73X Cap: $189.21B
  • View QCOM Profile
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• Salesforce Inc. (CRM $240.43)
  • $240.43 P/E (TTM): 35.54X Cap: $234.21B
  • View CRM Profile
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• Five Below Inc. (FIVE $147.06)
  • $147.06 P/E (TTM): 30.32X Cap: $8.10B
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• Paycom Software Inc. (PAYC $164.66)
  • $164.66 P/E (TTM): 21.13X Cap: $9.43B
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• SelectQuote Inc. (SLQT $1.56)
  • $1.56 P/E (TTM): 159.0X Cap: $304M
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Q: Thank you for your rapid response! Followup question (feel free to deduct extra credits as needed), If I were to replace SLQT, FIVE, and PAYC with three new US positions, which would you recommend? Please exclude these equities as I already have positions in them: MSFT, PFE, IBM, MDT, ADBE, PYPL, GOOG, NVDA, TOL.

Again, for longterm growth in my US dollar TFSA, risk profile in-between 5i Growth and Balanced Portfolios, disregard sector/market cap considerations.

Thanks again!

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Read Answer Asked by Walter on January 04, 2022