Investment Q&A

• MongoDB Inc. (MDB $354.36)
  • $354.36 Cap: $28.84B
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• BILL Holdings Inc. (BILL $45.12)
  • $45.12 P/E (TTM): 313.27X Cap: $5B
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• Snowflake Inc. (SNOW $177.10)
  • $177.10 Cap: $62.37B
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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!

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Read Answer Asked by Marc on March 01, 2022

• Freeport-McMoRan Inc. (FCX $61.09)
  • $61.09 P/E (TTM): 43.94X Cap: $90.23B
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• iShares S&P/TSX Capped Materials Index ETF (XMA $48.02)
  • $48.02 P/E (TTM): 7.76X Cap: $662M
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• Vanguard Materials ETF (VAW $238.68)
  • $238.68 P/E (TTM): 21.78X Cap: $2.79B
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• Nutrien Ltd. (NTR $95.36)
  • $95.36 P/E (TTM): 57.77X Cap: $46.62B
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• Rio2 Limited (RIO $3.15)
  • $3.15 Cap: $1.42B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $78.99)
  • $78.99 P/E (TTM): 32.33X Cap: $39.29B
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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?

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Read Answer Asked by Graeme on March 01, 2022

• EPAM Systems Inc. (EPAM $162.20)
  • $162.20 P/E (TTM): 25.4X Cap: $9.19B
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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!

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Read Answer Asked by Neil on March 01, 2022

• Microsoft Corporation (MSFT $396.86)
  • $396.86 P/E (TTM): 25.1X Cap: $2.94T
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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.

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Read Answer Asked by George on March 01, 2022

• Lazard Inc. (LAZ $51.68)
  • $51.68 P/E (TTM): 20.7X Cap: $5.82B
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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 ?

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Read Answer Asked by Karim on March 01, 2022

• Berkshire Hathaway Inc. (BRK.B $503.41)
  • $503.41 P/E (TTM): 15.91X Cap: $1.08T
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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

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Read Answer Asked by Shyam on March 01, 2022

• Viatris Inc. (VTRS $15.74)
  • $15.74 Cap: $18.12B
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Q: Would you be a buyer of Viatris after the 22% drop today?

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Read Answer Asked by Edward on March 01, 2022

• SolarEdge Technologies Inc. (SEDG $37.13)
  • $37.13 Cap: $2.12B
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• Enphase Energy Inc. (ENPH $45.64)
  • $45.64 P/E (TTM): 29.79X Cap: $5.97B
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Q: Which company would you prefer?
Thanks

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Read Answer Asked by Sigrid on March 01, 2022

• Amplify Cybersecurity ETF (HACK $76.52)
  • $76.52 P/E (TTM): 36.01X Cap: $1.97B
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• Zscaler Inc. (ZS $172.59)
  • $172.59 Cap: $28.34B
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• Rapid7 Inc. (RPD $7.07)
  • $7.07 P/E (TTM): 20.51X Cap: $470M
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• CrowdStrike Holdings Inc. (CRWD $414.29)
  • $414.29 Cap: $108.31B
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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

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Read Answer Asked by Marla on March 01, 2022

• Apple Inc. (AAPL $263.88)
  • $263.88 P/E (TTM): 32.38X Cap: $3.75T
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• Amazon.com Inc. (AMZN $201.15)
  • $201.15 P/E (TTM): 27.73X Cap: $2.15T
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• Garmin Ltd. (Switzerland) (GRMN $216.98)
  • $216.98 P/E (TTM): 26.48X Cap: $41.30B
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• Booking Holdings Inc. (BKNG $4,140.15)
  • $4,140.15 P/E (TTM): 26.97X Cap: $133.45B
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• Ulta Beauty Inc. (ULTA $706.82)
  • $706.82 P/E (TTM): 26.23X Cap: $31.35B
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• NVR Inc. (NVR $7,421.00)
  • $7,421.00 P/E (TTM): 17.2X Cap: $20.97B
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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.

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Read Answer Asked by Maureen on March 01, 2022

• EPAM Systems Inc. (EPAM $162.20)
  • $162.20 P/E (TTM): 25.4X Cap: $9.19B
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Q: Is EPAM a buy at low 200. Please advise

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Read Answer Asked by Imtiaz on February 28, 2022

• Codexis Inc. (CDXS $1.21)
  • $1.21 Cap: $107M
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• Twist Bioscience Corporation (TWST $52.88)
  • $52.88 Cap: $3.01B
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Q: thoughts on the 2 companies. thanks

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Read Answer Asked by cliff on February 28, 2022

• SoFi Technologies Inc. (SOFI $19.51)
  • $19.51 P/E (TTM): 35.02X Cap: $24.56B
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Q: What are the prospects of SOFI Technologies for a long time hold.

Thanks

Thomas

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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
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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 ?

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Read Answer Asked by Randy on February 28, 2022

• eXp World Holdings Inc. (EXPI $7.50)
  • $7.50 Cap: $1.19B
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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?

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Read Answer Asked by Justin on February 28, 2022

• Generac Holdlings Inc. (GNRC $233.46)
  • $233.46 P/E (TTM): 42.83X Cap: $13.17B
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Q: Does Generac have any military business?

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Read Answer Asked by Mark on February 28, 2022

• AbCellera Biologics Inc. (ABCL $3.17)
  • $3.17 Cap: $934M
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Q: I believe earnings were out last week. Could you give me your opinion on the earnings and the company.
Thanks John

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Read Answer Asked by John on February 28, 2022

• Freeport-McMoRan Inc. (FCX $61.09)
  • $61.09 P/E (TTM): 43.94X Cap: $90.23B
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• Nutrien Ltd. (NTR $95.36)
  • $95.36 P/E (TTM): 57.77X Cap: $46.62B
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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

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Read Answer Asked by Matt on February 28, 2022

• Adobe Inc. (ADBE $260.45)
  • $260.45 P/E (TTM): 15.81X Cap: $108.35B
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• Alphabet Inc. (GOOG $302.82)
  • $302.82 P/E (TTM): 28.31X Cap: $3.69T
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• Microsoft Corporation (MSFT $396.86)
  • $396.86 P/E (TTM): 25.1X Cap: $2.94T
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• NVIDIA Corporation (NVDA $184.97)
  • $184.97 P/E (TTM): 45.36X Cap: $4.49T
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• Vanguard FTSE Developed Europe All Cap Index ETF (VE $47.01)
  • $47.01 P/E (TTM): 20.67X Cap: $607M
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• CrowdStrike Holdings Inc. (CRWD $414.29)
  • $414.29 Cap: $108.31B
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• Digital Turbine Inc. (APPS $4.04)
  • $4.04 Cap: $484M
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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

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Read Answer Asked by joseph on February 25, 2022

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Nuvei Corporation (NVEI)
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Q: Can you comment on SQ earnings.

I have a small position now (down a lot), and have been waiting to add. But do you consider it a buy, hold or sell? Or should I add to NVEI instead?

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Read Answer Asked by Paul on February 25, 2022