Investment Q&A

• Microsoft Corporation (MSFT $478.11)
  • $478.11 P/E (TTM): 34.03X Cap: $3.59T
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• Zoom Communications Inc. (ZM $85.65)
  • $85.65 P/E (TTM): 16.68X Cap: $25.65B
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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 $140.89)
  • $140.89 P/E (TTM): 36.43X Cap: $33.94B
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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 $35.50)
  • $35.50 P/E (TTM): 37.39X Cap: $8.77B
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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 $140.89)
  • $140.89 P/E (TTM): 36.43X Cap: $33.94B
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• American Water Works Company Inc. (AWK $129.27)
  • $129.27 P/E (TTM): 22.67X Cap: $24.84B
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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 $93.93)
  • $93.93 P/E (TTM): 88.59X Cap: $16.63B
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• MongoDB Inc. (MDB $413.52)
  • $413.52 Cap: $35.86B
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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 $606.50)
  • $606.50 P/E (TTM): 35.86X Cap: $231.86B
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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 $108.86)
  • $108.86 Cap: $16.08B
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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 $21.96)
  • $21.96 Cap: $660M
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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 $51.28)
  • $51.28 P/E (TTM): 442.64X Cap: $13.21B
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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 $585.08)
  • $585.08 P/E (TTM): 78.32X Cap: $209.95B
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• iRobot Corporation (IRBT $0.47)
  • $0.47 Cap: $6M
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• Datametrex AI Limited (DM $0.10)
  • $0.10 P/E (TTM): 3.17X Cap: $3M
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• Docebo Inc. (DCBO $30.48)
  • $30.48 P/E (TTM): 29.58X Cap: $892M
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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 $45.28)
  • $45.28 Cap: $19.37B
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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 $314.44)
  • $314.44 P/E (TTM): 43.73X Cap: $341.37B
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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 $259.04)
  • $259.04 P/E (TTM): 35.17X Cap: $3.84T
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• Amazon.com Inc. (AMZN $246.29)
  • $246.29 P/E (TTM): 34.03X Cap: $2.58T
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• NVIDIA Corporation (NVDA $185.04)
  • $185.04 P/E (TTM): 46.46X Cap: $4.59T
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• QUALCOMM Incorporated (QCOM $181.87)
  • $181.87 P/E (TTM): 36.42X Cap: $192.98B
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• Salesforce Inc. (CRM $260.53)
  • $260.53 P/E (TTM): 35.1X Cap: $249.35B
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• The Walt Disney Company (DIS $114.17)
  • $114.17 P/E (TTM): 16.73X Cap: $201.57B
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• Visa Inc. (V $352.23)
  • $352.23 P/E (TTM): 35.05X Cap: $685.32B
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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)
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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 $259.04)
  • $259.04 P/E (TTM): 35.17X Cap: $3.84T
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• Microsoft Corporation (MSFT $478.11)
  • $478.11 P/E (TTM): 34.03X Cap: $3.59T
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• Open Text Corporation (OTEX $44.98)
  • $44.98 P/E (TTM): 16.94X Cap: $11.25B
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• CoStar Group Inc. (CSGP $61.36)
  • $61.36 P/E (TTM): 1680.0X Cap: $26B
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• CyberArk Software Ltd. (CYBR $460.93)
  • $460.93 Cap: $23.13B
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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 $178.98)
  • $178.98 P/E (TTM): 44.43X Cap: $12.30B
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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 $3.38)
  • $3.38 Cap: $300M
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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 $60.66)
  • $60.66 P/E (TTM): 21.59X Cap: $8.96B
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• Keysight Technologies Inc. (KEYS $206.67)
  • $206.67 P/E (TTM): 43.51X Cap: $35.50B
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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 $325.44)
  • $325.44 P/E (TTM): 31.03X Cap: $3.92T
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• NVIDIA Corporation (NVDA $185.04)
  • $185.04 P/E (TTM): 46.46X Cap: $4.59T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.44)
  • $233.44 P/E (TTM): 148.39X Cap: $300.75B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $125.25)
  • $125.25 P/E (TTM): 50.79X Cap: $14.43B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.00)
  • $17.00 Cap: $2.31B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Upstart Holdings Inc. (UPST $50.61)
  • $50.61 P/E (TTM): 211.17X Cap: $4.89B
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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 $102.49)
  • $102.49 Cap: $12.82B
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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