Investment Q&A

• Freeport-McMoRan Inc. (FCX $61.38)
  • $61.38 P/E (TTM): 40.26X Cap: $88.21B
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• iShares S&P/TSX Capped Materials Index ETF (XMA $47.38)
  • $47.38 P/E (TTM): 31.72X Cap: $734M
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• Vanguard Materials ETF (VAW $227.99)
  • $227.99 P/E (TTM): 21.72X Cap: $3.33B
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• Nutrien Ltd. (NTR $105.12)
  • $105.12 P/E (TTM): 34.94X Cap: $50.80B
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• Rio2 Limited (RIO $2.72)
  • $2.72 Cap: $1.43B
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A $73.50)
  • $73.50 P/E (TTM): 26.29X Cap: $35.98B
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Q: Hi,

I have no materials in my portfolio although lots of oil. Can u recommend two US and two CDN ETFs OR companies that you think should do well without too much volatility?

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Read Answer Asked by Graeme on March 01, 2022

• EPAM Systems Inc. (EPAM $137.99)
  • $137.99 P/E (TTM): 20.11X Cap: $7.23B
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Q: Hello!
Can you please describe this company and how it is tied to Russia. Do you see it as a buy, hold or sell and why?
Thank you!

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Read Answer Asked by Neil on March 01, 2022

• Microsoft Corporation (MSFT $373.46)
  • $373.46 P/E (TTM): 23.1X Cap: $2.77T
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Q: Microsoft’s LinkedIn acquiring Oribi…. Oribi sounds very similar to AcuityAds’ Illumin. What are your thoughts? Looks interesting for the fate and future of Acuity.

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Read Answer Asked by George on March 01, 2022

• Lazard Inc. (LAZ $41.48)
  • $41.48 P/E (TTM): 18.82X Cap: $4.63B
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Q: May you provide an update on LAZ ? Has been brutally punished as of late. Would you be a buyer, and how compelling, if at all, do you find it ?

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Read Answer Asked by Karim on March 01, 2022

• Berkshire Hathaway Inc. (BRK.B $477.35)
  • $477.35 P/E (TTM): 15.44X Cap: $1.03T
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Q: Hi, What are your thoughts on BRK.b? I think having seen several market cycles, they are well prepared for for higher interest rates and a high inflation environment. Would you think the current price is attractive at$317 US? What are your thoughts? Thanks.

Shyam

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Read Answer Asked by Shyam on March 01, 2022

• Viatris Inc. (VTRS $13.44)
  • $13.44 Cap: $15.47B
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Q: Would you be a buyer of Viatris after the 22% drop today?

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Read Answer Asked by Edward on March 01, 2022

• SolarEdge Technologies Inc. (SEDG $48.75)
  • $48.75 Cap: $2.94B
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• Enphase Energy Inc. (ENPH $34.92)
  • $34.92 P/E (TTM): 29.67X Cap: $4.60B
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Q: Which company would you prefer?
Thanks

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Read Answer Asked by Sigrid on March 01, 2022

• Amplify Cybersecurity ETF (HACK $77.17)
  • $77.17 P/E (TTM): 32.58X Cap: $1.93B
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• Zscaler Inc. (ZS $138.56)
  • $138.56 Cap: $22.27B
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• Rapid7 Inc. (RPD $5.37)
  • $5.37 P/E (TTM): 15.11X Cap: $353M
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• CrowdStrike Holdings Inc. (CRWD $399.12)
  • $399.12 Cap: $101.22B
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Q: Hello I’ve been watching what has been going on in our world and it is terrifying and heartbreaking
Would you have a few cyber security stocks we could add to our portfolio and stocks that you would be looking at in these times
Thank you and take care

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Read Answer Asked by Marla on March 01, 2022

• Apple Inc. (AAPL $255.92)
  • $255.92 P/E (TTM): 32.36X Cap: $3.75T
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• Amazon.com Inc. (AMZN $209.77)
  • $209.77 P/E (TTM): 29.37X Cap: $2.25T
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• Garmin Ltd. (Switzerland) (GRMN $237.65)
  • $237.65 P/E (TTM): 27.31X Cap: $45.74B
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• Booking Holdings Inc. (BKNG $4,194.31)
  • $4,194.31 P/E (TTM): 25.19X Cap: $132.84B
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• Ulta Beauty Inc. (ULTA $537.39)
  • $537.39 P/E (TTM): 20.93X Cap: $23.50B
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• NVR Inc. (NVR $6,663.14)
  • $6,663.14 P/E (TTM): 15.27X Cap: $18.51B
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Q: Please list in order (first to last) your top five US cyclical stocks. If APPL isn't one of them, please explain why not. Thank you.

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Read Answer Asked by Maureen on March 01, 2022

• EPAM Systems Inc. (EPAM $137.99)
  • $137.99 P/E (TTM): 20.11X Cap: $7.23B
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Q: Is EPAM a buy at low 200. Please advise

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Read Answer Asked by Imtiaz on February 28, 2022

• Codexis Inc. (CDXS $1.82)
  • $1.82 Cap: $158M
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• Twist Bioscience Corporation (TWST $50.21)
  • $50.21 Cap: $3.07B
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Q: thoughts on the 2 companies. thanks

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Read Answer Asked by cliff on February 28, 2022

• SoFi Technologies Inc. (SOFI $15.85)
  • $15.85 P/E (TTM): 41.13X Cap: $20.21B
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Q: What are the prospects of SOFI Technologies for a long time hold.

Thanks

Thomas

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Read Answer Asked by Thomas on February 28, 2022

• Warner Bros Discovery Inc Com Ser A (DISCA)
  • P/E (TTM): 16.2X Cap: $12.71B
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Q: RBC analysts seems very positive on Discovery yet the share price is still down.
Trading at about the same level it was 5 years ago. I am losing patience but fearful I will sell just before this starts to take off (I have a history .... don't ask !!). I am down about 20% since purchasing in early 2021 at around $35.00 USD. If you owned this would you stick with it ? Any short term catalysts or concerns I need to consider ?

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Read Answer Asked by Randy on February 28, 2022

• eXp World Holdings Inc. (EXPI $5.91)
  • $5.91 Cap: $956M
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Q: Can you comment on the quarterly results please. Was there anything of particular note, either good or bad, during the earnings call? I see a few price target decreases but from a quick scan, the results didn't look that bad. Do you still like this one going forward and would you add to a 1.5% position?

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Read Answer Asked by Justin on February 28, 2022

• Generac Holdlings Inc. (GNRC $194.09)
  • $194.09 P/E (TTM): 74.0X Cap: $11.40B
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Q: Does Generac have any military business?

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Read Answer Asked by Mark on February 28, 2022

• AbCellera Biologics Inc. (ABCL $3.52)
  • $3.52 Cap: $1.03B
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Q: I believe earnings were out last week. Could you give me your opinion on the earnings and the company.
Thanks John

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Read Answer Asked by John on February 28, 2022

• Freeport-McMoRan Inc. (FCX $61.38)
  • $61.38 P/E (TTM): 40.26X Cap: $88.21B
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• Nutrien Ltd. (NTR $105.12)
  • $105.12 P/E (TTM): 34.94X Cap: $50.80B
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Q: Hi,

My portfolio leans on Materials. I'm thinking of adding one of those. Which one is the better candidate and why? Do you have any other suggestions today? In RRSP with a 20+ horizon.

Best,
Matt

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Read Answer Asked by Matt on February 28, 2022

• Adobe Inc. (ADBE $242.92)
  • $242.92 P/E (TTM): 14.07X Cap: $98.18B
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• Alphabet Inc. (GOOG $294.46)
  • $294.46 P/E (TTM): 27.28X Cap: $3.57T
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• Microsoft Corporation (MSFT $373.46)
  • $373.46 P/E (TTM): 23.1X Cap: $2.77T
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• NVIDIA Corporation (NVDA $177.39)
  • $177.39 P/E (TTM): 35.87X Cap: $4.31T
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• Vanguard FTSE Developed Europe All Cap Index ETF (VE $45.22)
  • $45.22 P/E (TTM): 17.19X Cap: $614M
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• CrowdStrike Holdings Inc. (CRWD $399.12)
  • $399.12 Cap: $101.22B
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• Digital Turbine Inc. (APPS $2.89)
  • $2.89 Cap: $346M
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Q: Good morning 5i
I am well diversified in my portfolio and so i am looking to buy opportunistically into this dip. So sectors don’t matter. What do you see as the best opportunity currently? Also, your analysis tells me that i need more weight outside of Canada and the US. With this turmoil would Europe be a good choice. If so, what etf would you use?
Thanks

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Read Answer Asked by joseph on February 25, 2022

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Nuvei Corporation (NVEI)
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Q: Can you comment on SQ earnings.

I have a small position now (down a lot), and have been waiting to add. But do you consider it a buy, hold or sell? Or should I add to NVEI instead?

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Read Answer Asked by Paul on February 25, 2022

• Nike Inc. (NKE $44.19)
  • $44.19 P/E (TTM): 26.25X Cap: $65.44B
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• lululemon athletica inc. (LULU $155.72)
  • $155.72 P/E (TTM): 11.05X Cap: $17.20B
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• Crocs Inc. (CROX $83.66)
  • $83.66 Cap: $4.20B
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Q: Hi,

Thanks for your service. Which one has more potential for the next 5+? And why?

Best,
Matt

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Read Answer Asked by Matt on February 25, 2022