Investment Q&A

• Thermo Fisher Scientific Inc (TMO $567.36)
  • $567.36 P/E (TTM): 33.61X Cap: $214.18B
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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 $92.65)
  • $92.65 Cap: $13.87B
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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 $22.36)
  • $22.36 Cap: $669M
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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 $49.76)
  • $49.76 P/E (TTM): 466.55X Cap: $12.98B
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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 $479.75)
  • $479.75 P/E (TTM): 65.62X Cap: $169.76B
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• iRobot Corporation (IRBT $0.47)
  • $0.47 Cap: $1M
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• Datametrex AI Limited (DM $0.11)
  • $0.11 P/E (TTM): 2.67X Cap: $2M
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• Docebo Inc. (DCBO $26.78)
  • $26.78 P/E (TTM): 25.75X Cap: $747M
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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 $25.54)
  • $25.54 Cap: $11.07B
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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 $307.65)
  • $307.65 P/E (TTM): 41.22X Cap: $325.05B
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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 $274.90)
  • $274.90 P/E (TTM): 36.19X Cap: $3.95T
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• Amazon.com Inc. (AMZN $234.50)
  • $234.50 P/E (TTM): 34.32X Cap: $2.55T
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• NVIDIA Corporation (NVDA $175.71)
  • $175.71 P/E (TTM): 46.06X Cap: $4.38T
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• QUALCOMM Incorporated (QCOM $151.20)
  • $151.20 P/E (TTM): 30.46X Cap: $157.19B
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• Salesforce Inc. (CRM $199.47)
  • $199.47 P/E (TTM): 28.15X Cap: $184B
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• The Walt Disney Company (DIS $107.52)
  • $107.52 P/E (TTM): 15.25X Cap: $184.62B
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• Visa Inc. (V $331.02)
  • $331.02 P/E (TTM): 32.73X Cap: $630.23B
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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 $274.90)
  • $274.90 P/E (TTM): 36.19X Cap: $3.95T
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• Microsoft Corporation (MSFT $416.98)
  • $416.98 P/E (TTM): 30.11X Cap: $3.05T
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• Open Text Corporation (OTEX $32.25)
  • $32.25 P/E (TTM): 12.73X Cap: $7.96B
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• CoStar Group Inc. (CSGP $52.42)
  • $52.42 P/E (TTM): 1529.5X Cap: $21.92B
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• CyberArk Software Ltd. (CYBR $406.50)
  • $406.50 Cap: $20.11B
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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 $219.74)
  • $219.74 P/E (TTM): 56.55X Cap: $15.42B
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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 $2.13)
  • $2.13 Cap: $192M
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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 $59.31)
  • $59.31 P/E (TTM): 18.51X Cap: $8.38B
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• Keysight Technologies Inc. (KEYS $220.48)
  • $220.48 P/E (TTM): 45.47X Cap: $38.96B
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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 $332.87)
  • $332.87 P/E (TTM): 33.93X Cap: $4.09T
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• NVIDIA Corporation (NVDA $175.71)
  • $175.71 P/E (TTM): 46.06X Cap: $4.38T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $156.03)
  • $156.03 P/E (TTM): 96.88X Cap: $212.34B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $114.26)
  • $114.26 P/E (TTM): 47.84X Cap: $13.20B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.87)
  • $13.87 Cap: $1.82B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Upstart Holdings Inc. (UPST $37.95)
  • $37.95 P/E (TTM): 165.38X Cap: $3.75B
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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 $102.77)
  • $102.77 Cap: $13.02B
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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

• Global Payments Inc. (GPN $71.13)
  • $71.13 P/E (TTM): 10.95X Cap: $18.81B
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Q: I haven't asked any questions for quite some time so I would like to ask on 2 USA stocks.Thanks for your GREAT service over the years as I have been a member since it started and it has been a great help for my as I am retired 84 and enjoy reading the short questions and your educational answers.Best to you Ryan and your staff.Jim

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Read Answer Asked by jim on January 04, 2022

• Silicon Motion Technology Corporation (SIMO $127.77)
  • $127.77 P/E (TTM): 45.19X Cap: $3.97B
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• InMode Ltd. (INMD $15.10)
  • $15.10 Cap: $1.10B
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• Global-E Online Ltd. (GLBE $33.91)
  • $33.91 Cap: $5.73B
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Q: Seasons Greetings to all at 5i!!
Please compare these three companies for growth, balance sheet strength and which order would be your preference.
Thank you so much
Dave

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Read Answer Asked by Dave on January 04, 2022

• Apple Inc. (AAPL $274.90)
  • $274.90 P/E (TTM): 36.19X Cap: $3.95T
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• QUALCOMM Incorporated (QCOM $151.20)
  • $151.20 P/E (TTM): 30.46X Cap: $157.19B
  • View QCOM Profile
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• Salesforce Inc. (CRM $199.47)
  • $199.47 P/E (TTM): 28.15X Cap: $184B
  • View CRM Profile
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• Five Below Inc. (FIVE $195.59)
  • $195.59 P/E (TTM): 35.45X Cap: $10.85B
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• Paycom Software Inc. (PAYC $129.56)
  • $129.56 P/E (TTM): 16.54X Cap: $6.99B
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• SelectQuote Inc. (SLQT $1.48)
  • $1.48 P/E (TTM): 141.0X Cap: $249M
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Q: Thank you for your rapid response! Followup question (feel free to deduct extra credits as needed), If I were to replace SLQT, FIVE, and PAYC with three new US positions, which would you recommend? Please exclude these equities as I already have positions in them: MSFT, PFE, IBM, MDT, ADBE, PYPL, GOOG, NVDA, TOL.

Again, for longterm growth in my US dollar TFSA, risk profile in-between 5i Growth and Balanced Portfolios, disregard sector/market cap considerations.

Thanks again!

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Read Answer Asked by Walter on January 04, 2022

• The Trade Desk Inc. (TTD $27.42)
  • $27.42 P/E (TTM): 34.2X Cap: $13.14B
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• Pure Storage Inc. Class A (PSTG $66.89)
  • $66.89 P/E (TTM): 180.36X Cap: $22.57B
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• Clear Channel Outdoor Holdings Inc. (CCO $2.14)
  • $2.14 Cap: $1.11B
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• Kornit Digital Ltd. (KRNT $13.78)
  • $13.78 Cap: $587M
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• CrowdStrike Holdings Inc. (CRWD $414.72)
  • $414.72 Cap: $106.31B
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• Digital Turbine Inc. (APPS $4.88)
  • $4.88 Cap: $565M
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• Magnite Inc. (MGNI $11.85)
  • $11.85 P/E (TTM): 35.15X Cap: $1.65B
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• Upstart Holdings Inc. (UPST $37.95)
  • $37.95 P/E (TTM): 165.38X Cap: $3.75B
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• KraneShares Global Carbon Strategy ETF (KRBN $33.22)
  • $33.22 Cap: $165M
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Q: Please ignore if this has been asked by others, but let's say Mr. X challenges you to the same competition but for US stocks, and this time he let's you pick first. What are your picks?

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Read Answer Asked by Rick on January 04, 2022