Investment Q&A

• Intuitive Surgical Inc. (ISRG $559.52)
  • $559.52 P/E (TTM): 71.64X Cap: $198.34B
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• Stryker Corporation (SYK $355.31)
  • $355.31 P/E (TTM): 46.53X Cap: $135.87B
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Q: since the number of hospital surgeries will grow post covid please list your 2 favourite companies that will benefit . please name a pairing of companies with little or no overlap that will benefit under this scenario. thanks Richard

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Read Answer Asked by richard on January 07, 2022

• Open Text Corporation (OTEX $45.97)
  • $45.97 P/E (TTM): 17.37X Cap: $11.58B
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• Rapid7 Inc. (RPD $15.70)
  • $15.70 P/E (TTM): 46.71X Cap: $1.02B
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• Evolve Cyber Security Index ETF Unit (CYBRB)
  • P/E (TTM): 29.8X
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• Palantir Technologies Inc. (PLTR $183.25)
  • $183.25 P/E (TTM): 611.9X Cap: $437.52B
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• Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
  • $44.24 P/E (TTM): 147.69X Cap: $1.82B
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Q: Hi 5i team.
Looking for at least 3-5 year and likely longer hold on cybersecurity stocks or ETF. Would invest about 2 % of my equity funds in this.
Need high conviction for longer term capital preservation though I am quite OK with volatility. (A lot of tech stocks currently are relatively on sale.)

What would be your top 2 stocks and/or ETF recommendation? What price would you consider buying in at for your top recommendations.
Thank you so much.

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Read Answer Asked by Tulio on January 07, 2022

• Generac Holdlings Inc. (GNRC $158.43)
  • $158.43 P/E (TTM): 30.68X Cap: $9.43B
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• Watsco Inc. (WSO $344.59)
  • $344.59 P/E (TTM): 27.62X Cap: $13.97B
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Q: Recently, Watsco has increased in value while Generac went into a deep decline. Why the diversion and which is the better company?

Thank you for your analysis and reviews throughout the year!

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Read Answer Asked by Sigrid on January 06, 2022

• QUALCOMM Incorporated (QCOM $179.26)
  • $179.26 P/E (TTM): 35.59X Cap: $191.98B
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• AbbVie Inc. (ABBV $227.45)
  • $227.45 P/E (TTM): 106.85X Cap: $394.69B
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• Pfizer Inc. (PFE $26.43)
  • $26.43 P/E (TTM): 13.75X Cap: $150.27B
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• Verizon Communications Inc. (VZ $40.80)
  • $40.80 P/E (TTM): 8.74X Cap: $172.03B
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• Williams Companies Inc. (The) (WMB $59.48)
  • $59.48 P/E (TTM): 30.17X Cap: $72.63B
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• Methanex Corporation (MX $53.62)
  • $53.62 P/E (TTM): 13.34X Cap: $4.14B
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• Algonquin Power & Utilities Corp. (AQN $8.21)
  • $8.21 Cap: $6.30B
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• Magna International Inc. (MG $72.11)
  • $72.11 P/E (TTM): 14.17X Cap: $20.32B
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• Vanguard Dividend Appreciation FTF (VIG $221.79)
  • $221.79 P/E (TTM): 24.09X Cap: $97.73B
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• Nutrien Ltd. (NTR $85.16)
  • $85.16 P/E (TTM): 51.03X Cap: $41.78B
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• Brookfield Asset Management Inc Class A Limited (BAM $53.21)
  • $53.21 P/E (TTM): 33.39X Cap: $86.55B
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Q: I have some extra USD money from a small US pension that is used for going to Florida in the winters. Since we have not gone in the last two years, I would like to put some of it in our TFSA. My questions are, if I buy say TD on the NY stock exchange would the dividend in US dollars be subject to 15% withholding tax. Could you please give me several companies I could buy into if this is true. Could you also give me several US companies or ETF's that would give me a dividend and hopefully growth for a long term hold. Thank you for all the help I get for being a member. Gary

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Read Answer Asked by Gary on January 06, 2022

• Pfizer Inc. (PFE $26.43)
  • $26.43 P/E (TTM): 13.75X Cap: $150.27B
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Q: Happy New Year to all. With the new pill to help people with Covid 19 do you feel PFE will continue to rise or at least hold steady? The variants may be with us for awhile!
Thankyou for a solid year and here's to a HEALTHY 2022

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Read Answer Asked by El-ann on January 06, 2022

• Berkeley Lights Inc. (BLI)
  • P/E (TTM): -1.3X Cap: $91M
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Q: This will be an ugly day for Berkeley. Is this a good opportunity gone bad. How do you like it’s future prospects? Would you buy today, being it’s all time low?

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Read Answer Asked by Chris on January 06, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.22)
  • $220.22 P/E (TTM): 144.0X Cap: $286.56B
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Q: hi. can you provide the PE and PEG on shopify (current and forward). I see different numbers on different websites. and do you see any new challenges for SHOP going forward re today's fed minutes? and is this a good entry point? thanks chris

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Read Answer Asked by chris on January 06, 2022

• QUALCOMM Incorporated (QCOM $179.26)
  • $179.26 P/E (TTM): 35.59X Cap: $191.98B
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• AbbVie Inc. (ABBV $227.45)
  • $227.45 P/E (TTM): 106.85X Cap: $394.69B
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• McDonald's Corporation (MCD $318.73)
  • $318.73 P/E (TTM): 27.02X Cap: $226.98B
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• Pfizer Inc. (PFE $26.43)
  • $26.43 P/E (TTM): 13.75X Cap: $150.27B
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• Verizon Communications Inc. (VZ $40.80)
  • $40.80 P/E (TTM): 8.74X Cap: $172.03B
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• Williams Companies Inc. (The) (WMB $59.48)
  • $59.48 P/E (TTM): 30.17X Cap: $72.63B
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Q: Happy New Year from Panama!

I will be receiving RRIF payments at the end of each month going forward.
My question to the team is could you please give me a couple of US and CDN stock ideas? looking for safety of principal, with some growth,and monthly payouts? or quarterly?

Thanking you in advance

Stephen

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Read Answer Asked by Stephen on January 06, 2022

• Beyond Inc Com (OSTK)
  • Cap: $760M
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Q: Hello Peter,

Could you please give me your opinion of the stock at current price levels? I have been holding on to it through the decline and am wondering if it should have a place in the risky portion of the portfolio? With the rotation out of growth providing opportunities at now lower valuations, where would you place OSTK in the spectrum?
Regards
Rajiv

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Read Answer Asked by Rajiv on January 06, 2022

• Microsoft Corporation (MSFT $474.82)
  • $474.82 P/E (TTM): 34.03X Cap: $3.52T
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• Zoom Communications Inc. (ZM $86.54)
  • $86.54 P/E (TTM): 17.42X Cap: $25.62B
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Q: What do you see as potential growth prospects for this company? I’m considering selling my shares in it, in favour of a business with greater growth potential longterm. Thank you.

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Read Answer Asked by Anthony on January 06, 2022

• Xylem Inc. New (XYL $138.25)
  • $138.25 P/E (TTM): 35.34X Cap: $33.65B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• Evoqua Water Technologies Corp. (AQUA)
  • P/E (TTM): 76.81X Cap: $6.10B
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• Tetra Tech Inc. (TTEK $34.44)
  • $34.44 P/E (TTM): 37.16X Cap: $9.01B
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Q: Happy New Year 5i. I'm looking for an investment in the water space. Would you select an industrial like AQUA or XYL or favour the engineering side with a company like TTEK? Are there any other companies you would suggest in this space?

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Read Answer Asked by Stefan on January 06, 2022

• Xylem Inc. New (XYL $138.25)
  • $138.25 P/E (TTM): 35.34X Cap: $33.65B
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• American Water Works Company Inc. (AWK $134.13)
  • $134.13 P/E (TTM): 23.12X Cap: $26.17B
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Q: Xylem is rated a 'sell' by Raymond James. 'Sell' ratings are not too common among analysts so I would appreciate your opinion of the company. Would you recommend an alternate water stock to replace XYL?
With appreciation,
Ed

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Read Answer Asked by Ed on January 06, 2022

• Okta Inc. (OKTA $88.20)
  • $88.20 P/E (TTM): 88.41X Cap: $15.63B
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• MongoDB Inc. (MDB $416.00)
  • $416.00 Cap: $33.85B
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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 $575.91)
  • $575.91 P/E (TTM): 33.06X Cap: $216.37B
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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 $109.03)
  • $109.03 Cap: $16.10B
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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 $20.09)
  • $20.09 Cap: $603M
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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 $43.81)
  • $43.81 P/E (TTM): 398.55X Cap: $11.29B
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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 $559.52)
  • $559.52 P/E (TTM): 71.64X Cap: $198.34B
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• iRobot Corporation (IRBT $1.18)
  • $1.18 Cap: $37M
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• Datametrex AI Limited (DM $0.11)
  • $0.11 P/E (TTM): 3.17X Cap: $3M
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• Docebo Inc. (DCBO $30.20)
  • $30.20 P/E (TTM): 29.32X Cap: $867M
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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 $45.22)
  • $45.22 Cap: $19.35B
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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 $300.98)
  • $300.98 P/E (TTM): 40.03X Cap: $317.47B
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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