Investment Q&A

• Moderna Inc. (MRNA $26.25)
  • $26.25 Cap: $10.21B
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Q: What are your thoughts on Moderna's earnings? Would you advise buy, sell or hold? Thx.

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Read Answer Asked by Erin on November 04, 2021

• STERIS plc (Ireland) (STE $241.85)
  • $241.85 P/E (TTM): 37.12X Cap: $23.81B
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Q: Can I get your analysis of Steris’ most recent earnings report and whether this is a good buying point for a long term hold?

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Read Answer Asked by Dan on November 04, 2021

• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: Matterport (MTTR:US) reported on November 3rd and I would value your thoughts on their quarter.

In particular, I am wondering if anything that you saw changed your view of it as an interesting mid-cap (at current prices).

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Read Answer Asked by Ryan on November 04, 2021

• Starbucks Corporation (SBUX $85.44)
  • $85.44 P/E (TTM): 36.85X Cap: $97.11B
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Q: Starbucks seemed to have reported a good quarter in its most recent quarter. What are your thoughts about this company's future growth and outlook? Is it too late to buy?

Thanks. Love this service.

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Read Answer Asked by David C. on November 04, 2021

• Twilio Inc. Class A (TWLO $110.82)
  • $110.82 P/E (TTM): 1094.1X Cap: $17B
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• Snap Inc. Class A (SNAP $7.87)
  • $7.87 Cap: $13.29B
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• Roku Inc. (ROKU $98.28)
  • $98.28 Cap: $14.47B
  • View ROKU Profile
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• CrowdStrike Holdings Inc. (CRWD $521.98)
  • $521.98 Cap: $125.50B
  • View CRWD Profile
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• Datadog Inc. (DDOG $156.59)
  • $156.59 P/E (TTM): 435.62X Cap: $54.60B
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• UiPath Inc. Class A (PATH $15.44)
  • $15.44 P/E (TTM): 501.0X Cap: $8.19B
  • View PATH Profile
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Q: Out of the above companies (CRWD, ROKU, SNAP, PATH, DDOG, TWLO) - which do you have the most conviction for? How would you rank them? Are there any of this list that you would avoid?

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Read Answer Asked by Stephen on November 04, 2021

• Exelixis Inc. (EXEL $38.05)
  • $38.05 P/E (TTM): 17.43X Cap: $10.56B
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Q: Can you comment on the recent quarter? The sell off today seems to be overdone, what do you think? Would you buy at this level?

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Read Answer Asked by fwb181 on November 04, 2021

• Generac Holdlings Inc. (GNRC $189.04)
  • $189.04 P/E (TTM): 30.46X Cap: $11.17B
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Q: Would you consider the latest GNRC sell off a buying opportunity?

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Read Answer Asked by David on November 04, 2021

• IDEXX Laboratories Inc. (IDXX $638.60)
  • $638.60 P/E (TTM): 52.77X Cap: $51.09B
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Q: Thoughts on IDXX recent quarterly results?

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Read Answer Asked by Walter on November 04, 2021

• eXp World Holdings Inc. (EXPI $11.07)
  • $11.07 Cap: $1.74B
  • View EXPI Profile
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Q: Can you please comment on the quarters earning report. Anything worth noting from the conference call (either positive or negative)? Do you still like the prospects of this company moving forward for the long term?

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Read Answer Asked by Justin on November 04, 2021

• Roku Inc. (ROKU $98.28)
  • $98.28 Cap: $14.47B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.55)
  • $16.55 Cap: $2.27B
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• Topicus.com Inc. (TOI $144.50)
  • $144.50 P/E (TTM): 68.47X Cap: $12.03B
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• DigitalOcean Holdings Inc. (DOCN $39.61)
  • $39.61 P/E (TTM): 29.53X Cap: $3.60B
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Q: What crappy news to wake up this a.m. All down substantially pre market

When you consider the results of each of these companies and they were all current holdings at reasonable weightings would you hold, sell, or buy more given the levels they have fallen to and your outlook going forward?

Sheldon

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Read Answer Asked by Sheldon on November 04, 2021

• PayPal Holdings Inc. (PYPL $69.66)
  • $69.66 P/E (TTM): 14.61X Cap: $66.55B
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• Mastercard Incorporated (MA $573.77)
  • $573.77 P/E (TTM): 38.53X Cap: $518.69B
  • View MA Profile
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• Affirm Holdings Inc. (AFRM $75.54)
  • $75.54 P/E (TTM): 599.42X Cap: $24.59B
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Q: Looking to invest in this area what would your recommendations be currently

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Read Answer Asked by mike on November 04, 2021

• QUALCOMM Incorporated (QCOM $170.03)
  • $170.03 P/E (TTM): 16.35X Cap: $183.46B
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• AbbVie Inc. (ABBV $228.25)
  • $228.25 P/E (TTM): 109.42X Cap: $403.21B
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• JPMorgan Chase & Co. (JPM $294.54)
  • $294.54 P/E (TTM): 15.08X Cap: $809.91B
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• Realty Income Corporation (O $60.22)
  • $60.22 P/E (TTM): 58.51X Cap: $55.05B
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• Verizon Communications Inc. (VZ $38.40)
  • $38.40 P/E (TTM): 9.28X Cap: $161.90B
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• Williams Companies Inc. (The) (WMB $58.93)
  • $58.93 P/E (TTM): 31.39X Cap: $71.96B
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Q: I have US funds available to purchase stocks . Can you recommend 6 U.S market traded stocks for an income style portfolio . They can be Canadian stocks with a U.S listing

Thank you

Howard

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Read Answer Asked by Howard on November 04, 2021

• Zillow Group Inc. (Z $78.04)
  • $78.04 Cap: $17.85B
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• eXp World Holdings Inc. (EXPI $11.07)
  • $11.07 Cap: $1.74B
  • View EXPI Profile
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Q: Hi 5i,

With Zillow dropping the bomb on iBuying, does this mean eXpi should do better since it's more a brokerage than buying and reselling for itself? Or does it mean bad news for the entire industry?

TIA!
Wayne

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Read Answer Asked by Wayne on November 04, 2021

• Invesco High Yield Equity Dividend Achievers ETF (PEY $20.97)
  • $20.97 P/E (TTM): 14.4X Cap: $1.08B
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Q: What do you think of this ETF. It has a pretty good yield and has shown some good dividend growth over the last few years. The management fee is a bit high @ 53bps when compared with other lesser yielding ETF's.

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Read Answer Asked by Gary on November 04, 2021

• Roku Inc. (ROKU $98.28)
  • $98.28 Cap: $14.47B
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Q: Can you comment on ROKU earning results and guidance

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Read Answer Asked by Colum on November 04, 2021

• Fastly Inc. Class A (FSLY $8.16)
  • $8.16 Cap: $1.20B
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Q: Hi 5i,
FSLY reported earnings today and stock is up....How were their earnings and forecast. What does the future look like for them today?
Currently own this stock down -35%. Would you continue to hold ORsell and move on. There are no tax loss benefits to capture.
If sell what would you suggest to replace with in similiar space?
Thx
Jim

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Read Answer Asked by jim on November 04, 2021

• Alphabet Inc. (GOOG $253.73)
  • $253.73 P/E (TTM): 26.92X Cap: $3.06T
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• NVIDIA Corporation (NVDA $182.16)
  • $182.16 P/E (TTM): 51.36X Cap: $4.42T
  • View NVDA Profile
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• Xylem Inc. New (XYL $147.69)
  • $147.69 P/E (TTM): 38.02X Cap: $35.94B
  • View XYL Profile
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X
  • View NVEE Profile
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• MEDIFAST INC (MED $12.48)
  • $12.48 P/E (TTM): 38.3X Cap: $137M
  • View MED Profile
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• CrowdStrike Holdings Inc. (CRWD $521.98)
  • $521.98 Cap: $125.50B
  • View CRWD Profile
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• Digital Turbine Inc. (APPS $6.41)
  • $6.41 Cap: $693M
  • View APPS Profile
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• Jacobs Solutions Inc. (J $160.77)
  • $160.77 P/E (TTM): 39.42X Cap: $19.21B
  • View J Profile
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• Palantir Technologies Inc. (PLTR $180.48)
  • $180.48 P/E (TTM): 584.97X Cap: $428.16B
  • View PLTR Profile
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• Affirm Holdings Inc. (AFRM $75.54)
  • $75.54 P/E (TTM): 599.42X Cap: $24.59B
  • View AFRM Profile
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Q: Recommendations for USD growth stocks with a 10 year investment horizon please. Thanks

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Read Answer Asked by Peter on November 04, 2021

• Roku Inc. (ROKU $98.28)
  • $98.28 Cap: $14.47B
  • View ROKU Profile
  • View Questions on ROKU

Q: Hi Peter,

ROKU had plummeted after hours. On looking at the earnings, I was surprised that its not as bad at the market is making it out to be.

For one, all key metrics like streaming hours, active accounts and ARPU were all up YOY. So was the Revenue , EBITA and EPS.

It seems the issue is that they missed on revenue when compared to what analysts had forecasted and guided lower for next quarter. From the accounting knowledge I possess, ROKU hardly seems to me like a company that is not growing unless I have become "rusty".
Your brief overview will be highly appreciated.

Thanks,

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Read Answer Asked by ilie on November 04, 2021

• Magnite Inc. (MGNI $19.14)
  • $19.14 P/E (TTM): 61.1X Cap: $2.72B
  • View MGNI Profile
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Q: Hi, any updated views or news on MGNI! I'm continuing to hold on for the longer term.
I thank-you in advance.! Sam

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Read Answer Asked by sam on November 04, 2021

• eXp World Holdings Inc. (EXPI $11.07)
  • $11.07 Cap: $1.74B
  • View EXPI Profile
  • View Questions on EXPI

Q: Could I please get your comments on eXp World Holdings? Would you buy here?
Thanks

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Read Answer Asked by Neil on November 03, 2021