Investment Q&A

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.14)
  • $16.14 Cap: $2.22B
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• Karora Resources Inc. (KRR $6.70)
  • $6.70 P/E (TTM): 85.51X Cap: $1.19B
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• Celsius Holdings Inc. (CELH $40.16)
  • $40.16 P/E (TTM): 400.09X Cap: $10.35B
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• Dye & Durham Limited (DND $2.96)
  • $2.96 Cap: $198M
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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 $36.07)
  • $36.07 Cap: $3.50B
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• Topicus.com Inc. (TOI $123.90)
  • $123.90 P/E (TTM): 1083.28X Cap: $10.30B
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• Coinbase Global Inc (COIN $263.95)
  • $263.95 P/E (TTM): 24.5X Cap: $71.17B
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Q: Hi Peter,

What is your brief overall take should the following stocks be part of one's investment portfolio?

High risk is tolerable and time horizon is greater than 5 years.

Thanks,

Thanks,

Upvote 0

Read Answer Asked by ilie on November 16, 2021

• Alphabet Inc. (GOOG $285.60)
  • $285.60 P/E (TTM): 27.55X Cap: $3.33T
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• Ford Motor Company (F $12.88)
  • $12.88 P/E (TTM): 11.45X Cap: $52.55B
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• Tesla Inc. (TSLA $408.92)
  • $408.92 P/E (TTM): 267.99X Cap: $1.35T
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• Aptiv PLC (APTV $76.85)
  • $76.85 P/E (TTM): 60.49X Cap: $17.05B
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• Cerence Inc. (CRNC $7.87)
  • $7.87 Cap: $362M
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• Blink Charging Co. (BLNK $1.40)
  • $1.40 Cap: $181M
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• QuantumScape Corporation Class A (QS $12.95)
  • $12.95 Cap: $7.78B
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Q: Peter and His Wonder Team
I know I am way behind but I have just been reading about how autonomous-EV are going to be a hugh disrupter...I guess it is called TaaS. Does your Growth Portfolio have any exposer to this phenomena? If not do you have any suggestion of stocks that still have reasonable upside with this innovation. Thanks!

Upvote 0

Read Answer Asked by Ernest on November 16, 2021

• NVIDIA Corporation (NVDA $186.60)
  • $186.60 P/E (TTM): 53.24X Cap: $4.62T
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Q: Hi, Do you think NVDA is too high to start a long term position 5+ years? I am late to this.. I used to have this in my margin account but had to sell it to raise cash a while ago. Now I want to buy in my RRSP..Thanks.

Regards,

Shyam

Upvote 0

Read Answer Asked by Shyam on November 16, 2021

• Casper Sleep Inc. (CSPR $6.78)
  • $6.78 Cap: $281M
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• Purple Innovation Inc. (PRPL $0.70)
  • $0.70 Cap: $79M
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Q: This stock has been beaten down a lot this year, especially in the last couple of days. Do you think it's a good time to start a position? Would be a small portion of port and long time horizon.

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Read Answer Asked by Danielle on November 16, 2021

• MARA Holdings Inc. (MARA $11.51)
  • $11.51 P/E (TTM): 5.92X Cap: $4.35B
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Q: Why did Mara plunge today? Is it due to their financing?

Upvote 0

Read Answer Asked by Cory on November 16, 2021

• Okta Inc. (OKTA $81.07)
  • $81.07 P/E (TTM): 96.28X Cap: $14.79B
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• Palantir Technologies Inc. (PLTR $171.25)
  • $171.25 P/E (TTM): 573.8X Cap: $414.74B
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• Snowflake Inc. (SNOW $252.79)
  • $252.79 Cap: $87.07B
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• QuantumScape Corporation Class A (QS $12.95)
  • $12.95 Cap: $7.78B
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• Upstart Holdings Inc. (UPST $36.07)
  • $36.07 Cap: $3.50B
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• UiPath Inc. Class A (PATH $13.52)
  • $13.52 P/E (TTM): 469.67X Cap: $7.17B
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• Global-E Online Ltd. (GLBE $35.13)
  • $35.13 Cap: $5.94B
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• DLocal Limited (DLO $12.72)
  • $12.72 Cap: $3.63B
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• Marqeta Inc. (MQ $4.72)
  • $4.72 Cap: $2.21B
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• Toast Inc. Class A (TOST $34.71)
  • $34.71 P/E (TTM): 78.11X Cap: $20.40B
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Q: Could you please rank these stocks based on a 5+ year holding for a US Growth account? Thanks!

UPST, TOST, SNOW, QS, PLTR, PATH, OKTA, MQ, MELI, GLBE, DLO, ADYEY

What would be your top 3 choices right now?

Upvote 0

Read Answer Asked by Kel on November 15, 2021

• Oatly Group AB (OTLY $12.51)
  • $12.51 Cap: $374M
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• Zevia PBC Class A (ZVIA $2.50)
  • $2.50 Cap: $187M
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Q: I am looking at taking a position in each of the above. Can you provide your view and future outlook for these high growth potential companies. Would you be buyers at their current beat up price?

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Read Answer Asked by Chris on November 15, 2021

• Oatly Group AB (OTLY $12.51)
  • $12.51 Cap: $374M
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Q: Is otly a buy here $9.30 after the big drop or do u see it going even lower in next week with tax loss selling
Are the fundamentals still good for at least a 2 year hold
Ty

Upvote 0

Read Answer Asked by Indra on November 15, 2021

• Butterfly Network Inc. Class A (BFLY $1.97)
  • $1.97 Cap: $497M
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Q: Could I get your thoughts on the lastest results from Butterfly? Thanks

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Read Answer Asked by Dave on November 15, 2021

• Skillz Inc. Class A (SKLZ $5.97)
  • $5.97 Cap: $91M
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Q: What price would you get in for Sklz ?
Is Sklz a long term hold?

Upvote 0

Read Answer Asked by Hue on November 15, 2021

• Agilent Technologies Inc. (A $144.52)
  • $144.52 P/E (TTM): 34.4X Cap: $41.62B
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• Thermo Fisher Scientific Inc (TMO $567.16)
  • $567.16 P/E (TTM): 33.51X Cap: $217.42B
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Q: Hello Team,
Could you comment on these two securities. Would you prefer one over the other. Are they too similar to own both.
Thank You,
Barry

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Read Answer Asked by Barry on November 15, 2021

• Digital Turbine Inc. (APPS $4.73)
  • $4.73 Cap: $566M
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Q: APPS is sinking like stone today.
Is there any news?

Upvote 0

Read Answer Asked by JR on November 15, 2021

• DocuSign Inc. (DOCU $64.67)
  • $64.67 P/E (TTM): 50.38X Cap: $13B
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• Aptiv PLC (APTV $76.85)
  • $76.85 P/E (TTM): 60.49X Cap: $17.05B
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• Digital Turbine Inc. (APPS $4.73)
  • $4.73 Cap: $566M
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• Affirm Holdings Inc. (AFRM $68.17)
  • $68.17 P/E (TTM): 110.88X Cap: $22.50B
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: I hold these stocks in my USD accounts in the following percentages
DOCU2.08% AFRM1.46 APTV 1.32.
I have some money to invest and am wondering if I should top up some of these or if you have any other good growth ones in the US.
Thanks for all your great guidance, I have tripled my portfolio balance since May 2017 when I joined

Upvote 0

Read Answer Asked by Bonnie on November 15, 2021

• Agilent Technologies Inc. (A $144.52)
  • $144.52 P/E (TTM): 34.4X Cap: $41.62B
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Q: Agilent has pulled back from recent highs - what are your overall thoughts of the company and prospects? Thanks.

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Read Answer Asked by Michael on November 15, 2021

• Fair Isaac Corporation (FICO $1,760.25)
  • $1,760.25 P/E (TTM): 65.43X Cap: $41.28B
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Q: What’s your opinion of FICO’s including its latest earnings? Also, would you still consider this stock to be a good long term hold in light of new competition?
Thanks

Upvote 0

Read Answer Asked by Ben on November 15, 2021

• BMO Global High Dividend Covered Call ETF (ZWG $33.16)
  • $33.16 P/E (TTM): 19.55X Cap: $281M
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Q: Could I please have your comments on this BMO ETF, it fairly new and states a 6.66 dividend payout, what risks are there , is the income sustainable, I am thinking about using it for income in a RRIF, would my principle be maintained?

Thank-you
Rob C.

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Read Answer Asked by Robert on November 15, 2021

• Unity Software Inc. (U $36.67)
  • $36.67 Cap: $15.69B
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• Playtika Holding Corp. (PLTK $3.93)
  • $3.93 P/E (TTM): 17.46X Cap: $1.58B
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Q: Could you offer your view on PLTK after it's recent quarter and significant drop in share price. Time to add (I have a small position), wait or move on. Is it in any way comparable to Unity?
Your insight is much appreciated, Peter

Upvote 1

Read Answer Asked by Peter on November 15, 2021

• CrowdStrike Holdings Inc. (CRWD $529.78)
  • $529.78 Cap: $132.95B
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Q: Any concerns based on the Morgan Stanley’s comments this morning? Would you step in now?

Upvote 0

Read Answer Asked by Mike on November 15, 2021

• CrowdStrike Holdings Inc. (CRWD $529.78)
  • $529.78 Cap: $132.95B
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Q: Good morning - why the drop in CRWD? I actually got out last week at $265, took a gain, and then when it continued upward, I regretted my move - but not today! Is it a day to get back in, or is there negative news?

Upvote 0

Read Answer Asked by Kim on November 15, 2021

• 3M Company (MMM $165.39)
  • $165.39 P/E (TTM): 27.26X Cap: $89.25B
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Q: I have been following MMM for quite some time but have always been wary of the plethora of legal issues outlined in the financial statements. Nevertheless, the technicals look interesting to me. Your thoughts on the current prospects for this company would be appreciated.
Many thanks.
Ian

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Read Answer Asked by Ian on November 15, 2021