Investment Q&A

• Textainer Group Holdings Limited (TGH)
  • P/E (TTM): 6.85X Cap: $2.11B
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• Star Bulk Carriers Corp. (SBLK $19.74)
  • $19.74 Cap: $2.31B
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• Danaos Corporation (DAC $97.34)
  • $97.34 Cap: $1.81B
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• ZIM Integrated Shipping Services Ltd. (ZIM $19.70)
  • $19.70 Cap: $2.37B
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Q: Good Day, I am wondering if you can recommend any global shipping ETF's or individual stocks

Thanks

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Read Answer Asked by Sean on November 16, 2021

• Unity Software Inc. (U $42.47)
  • $42.47 Cap: $18.17B
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Q: Hi! Could you comment on Unity Proposed $1.5 Billion Offering of Convertible Senior Notes. Thanks.

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Read Answer Asked by Stephane on November 16, 2021

• Ultra Clean Holdings Inc. (UCTT $25.14)
  • $25.14 Cap: $1.14B
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• Enphase Energy Inc. (ENPH $27.82)
  • $27.82 P/E (TTM): 18.98X Cap: $3.64B
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Q: Hello 5i
Do you see ENPH and UCTT as buyable after their big run ups? How much more growth is expected?
Thanks
Dave

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Read Answer Asked by Dave on November 16, 2021

• Alphabet Inc. (GOOG $320.28)
  • $320.28 P/E (TTM): 31.95X Cap: $3.86T
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• Alphabet Inc. (GOOGL $319.95)
  • $319.95 P/E (TTM): 31.58X Cap: $3.86T
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Q: What do these law suites filed against google mean for the company. Would you buy google now.

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Read Answer Asked by don on November 16, 2021

• Moderna Inc. (MRNA $25.01)
  • $25.01 Cap: $9.77B
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Q: Moderna seems to have come back down to earth. Last week the US Gov't started a case because their scientists were not included in the patent, and today they are announcing positive data from a phase 2 study for another mrna product, as well as a C-19 booster authorized for people over 18 years. How does the stock look now? Do they stand to lose profit if they lose the case to the US Gov't? Is it something interesting to buy at this level?

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Read Answer Asked by Kim on November 16, 2021

• Guardant Health Inc. (GH $107.79)
  • $107.79 Cap: $13.58B
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Q: Would you endorse a sale of GH and buy back in 30 days or are there others in the same space that you would prefer? If so, please list them?

Thanks for your service!

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Read Answer Asked by Ozzie on November 16, 2021

• Meta Platforms Inc. (META $633.61)
  • $633.61 P/E (TTM): 28.18X Cap: $1.59T
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• Alphabet Inc. (GOOG $320.28)
  • $320.28 P/E (TTM): 31.95X Cap: $3.86T
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Q: Would you buy Google or Facebook today? Or would you prefer both? Long term horizon.

Thank you

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Read Answer Asked by Marty on November 16, 2021

• NovoCure Limited (NVCR $12.76)
  • $12.76 Cap: $1.42B
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Q: It has been 17 months since the last question on this company. their possible breakthrough re: the treatment of glioblastoma is very encouraging. The stock has been whip-sawing. Your current views?

Thank you

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Read Answer Asked by Kim on November 16, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.69)
  • $15.69 Cap: $2.13B
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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 $40.78)
  • $40.78 P/E (TTM): 370.73X Cap: $10.51B
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• Dye & Durham Limited (DND $3.12)
  • $3.12 Cap: $209M
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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 $42.06)
  • $42.06 Cap: $4.09B
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• Topicus.com Inc. (TOI $127.85)
  • $127.85 P/E (TTM): 1036.87X Cap: $10.78B
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• Coinbase Global Inc (COIN $264.97)
  • $264.97 P/E (TTM): 21.99X Cap: $71.44B
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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,

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Read Answer Asked by ilie on November 16, 2021

• Alphabet Inc. (GOOG $320.28)
  • $320.28 P/E (TTM): 31.95X Cap: $3.86T
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• Ford Motor Company (F $13.19)
  • $13.19 P/E (TTM): 11.35X Cap: $52.55B
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• Tesla Inc. (TSLA $426.58)
  • $426.58 P/E (TTM): 279.6X Cap: $1.41T
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• Aptiv PLC (APTV $76.83)
  • $76.83 P/E (TTM): 57.0X Cap: $16.60B
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• Cerence Inc. (CRNC $10.44)
  • $10.44 Cap: $469M
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• Blink Charging Co. (BLNK $1.28)
  • $1.28 Cap: $146M
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• QuantumScape Corporation Class A (QS $12.08)
  • $12.08 Cap: $7.26B
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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!

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Read Answer Asked by Ernest on November 16, 2021

• NVIDIA Corporation (NVDA $180.26)
  • $180.26 P/E (TTM): 50.66X Cap: $4.38T
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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

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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 $0.78)
  • $0.78 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 $11.11)
  • $11.11 P/E (TTM): 5.17X Cap: $4.20B
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Q: Why did Mara plunge today? Is it due to their financing?

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Read Answer Asked by Cory on November 16, 2021

• Okta Inc. (OKTA $80.56)
  • $80.56 P/E (TTM): 93.29X Cap: $14.20B
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• Palantir Technologies Inc. (PLTR $165.77)
  • $165.77 P/E (TTM): 545.17X Cap: $395.10B
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• Snowflake Inc. (SNOW $248.66)
  • $248.66 Cap: $84.24B
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• QuantumScape Corporation Class A (QS $12.08)
  • $12.08 Cap: $7.26B
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• Upstart Holdings Inc. (UPST $42.06)
  • $42.06 Cap: $4.09B
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• UiPath Inc. Class A (PATH $13.59)
  • $13.59 P/E (TTM): 453.67X Cap: $7.21B
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• Global-E Online Ltd. (GLBE $39.92)
  • $39.92 Cap: $6.75B
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• DLocal Limited (DLO $13.05)
  • $13.05 Cap: $3.72B
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• Marqeta Inc. (MQ $4.73)
  • $4.73 Cap: $2.08B
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• Toast Inc. Class A (TOST $33.54)
  • $33.54 P/E (TTM): 77.89X Cap: $19.72B
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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?

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Read Answer Asked by Kel on November 15, 2021

• Oatly Group AB (OTLY $12.13)
  • $12.13 Cap: $363M
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• Zevia PBC Class A (ZVIA $2.68)
  • $2.68 Cap: $200M
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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 $12.13)
  • $12.13 Cap: $363M
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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

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Read Answer Asked by Indra on November 15, 2021

• Butterfly Network Inc. Class A (BFLY $3.08)
  • $3.08 Cap: $778M
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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 $5.51)
  • $5.51 Cap: $84M
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Q: What price would you get in for Sklz ?
Is Sklz a long term hold?

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Read Answer Asked by Hue on November 15, 2021

• Agilent Technologies Inc. (A $154.37)
  • $154.37 P/E (TTM): 36.81X Cap: $43.76B
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• Thermo Fisher Scientific Inc (TMO $593.25)
  • $593.25 P/E (TTM): 34.53X Cap: $222.88B
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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 $4.69)
  • $4.69 Cap: $525M
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Q: APPS is sinking like stone today.
Is there any news?

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Read Answer Asked by JR on November 15, 2021