Investment Q&A

• Deere & Company (DE $619.22)
  • $619.22 P/E (TTM): 35.58X Cap: $167.25B
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• NextEra Energy Inc. (NEE $92.59)
  • $92.59 P/E (TTM): 28.09X Cap: $192.91B
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• Enbridge Inc. (ENB $74.30)
  • $74.30 P/E (TTM): 28.19X Cap: $162.12B
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• Sun Life Financial Inc. (SLF $88.29)
  • $88.29 P/E (TTM): 14.5X Cap: $48.90B
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• Dollarama Inc. (DOL $199.96)
  • $199.96 P/E (TTM): 42.93X Cap: $54.74B
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• Nutrien Ltd. (NTR $101.68)
  • $101.68 P/E (TTM): 62.01X Cap: $49.14B
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Q: Countering inflation, can you recommend your favourite 6 companies in Canada and the US with pricing power (dividend payers would be appreciated) Thanks!

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Read Answer Asked by Michael on January 27, 2022

• Twitter Inc. (TWTR)
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• Pinterest Inc. Class A (PINS $19.10)
  • $19.10 P/E (TTM): 28.66X Cap: $12.70B
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Q: TWTR or PINS: Which is your preference? Why? Risk is a non issue.

Thank you for your service!

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Read Answer Asked by Ozzie on January 27, 2022

• Qorvo Inc. (QRVO $81.27)
  • $81.27 P/E (TTM): 22.54X Cap: $7.53B
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• International Business Machines Corporation (IBM $245.28)
  • $245.28 P/E (TTM): 21.47X Cap: $230.08B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $100.18)
  • $100.18 P/E (TTM): 13.28X Cap: $21.51B
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• Open Text Corporation (OTEX $33.84)
  • $33.84 P/E (TTM): 14.51X Cap: $8.48B
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• Lumentum Holdings Inc. (LITE $694.43)
  • $694.43 P/E (TTM): 230.37X Cap: $49.58B
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• Kulicke and Soffa Industries Inc. (KLIC $66.22)
  • $66.22 Cap: $3.46B
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• MKS Inc. (MKSI $232.56)
  • $232.56 P/E (TTM): 56.02X Cap: $15.63B
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• Dropbox Inc (DBX $26.17)
  • $26.17 P/E (TTM): 13.42X Cap: $6.31B
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• Science Applications International Corporation (SAIC $94.42)
  • $94.42 P/E (TTM): 11.86X Cap: $3.91B
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• VMware Inc. Class A (VMW)
  • P/E (TTM): 45.39X Cap: $68.96B
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• Dell Technologies Inc. Class C (DELL $145.18)
  • $145.18 P/E (TTM): 20.05X Cap: $96.20B
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• Gartner Inc. (IT $164.78)
  • $164.78 P/E (TTM): 16.5X Cap: $11.60B
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• ZoomInfo Technologies Inc. (ZI)
  • P/E (TTM): 116.87X Cap: $3.52B
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• Ziff Davis Inc. (ZD $41.48)
  • $41.48 P/E (TTM): 24.36X Cap: $1.01B
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Q: Hi Research Team

I"m interested in Tech companies with good to great Free Cash Flow going forward?
Does your team have a list of 10 U.S. Tech companies and 5 Canadian Tech companies that would fall into this criteria?
Thanks
Cal

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Read Answer Asked by cal on January 27, 2022

• TE Connectivity plc (TEL $204.31)
  • $204.31 P/E (TTM): 30.54X Cap: $59.95B
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Q: Hi team,

Could you please comment on the earning? Is this your prefer name in the sector?

Thanks,

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Read Answer Asked by Sam on January 27, 2022

• Meta Platforms Inc. (META $655.08)
  • $655.08 P/E (TTM): 27.82X Cap: $1.65T
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• Alphabet Inc. (GOOG $303.56)
  • $303.56 P/E (TTM): 28.34X Cap: $3.70T
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• QUALCOMM Incorporated (QCOM $138.13)
  • $138.13 P/E (TTM): 28.43X Cap: $147.38B
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Q: Do you see any opportunities that are amazing at this point? Just seeing if there is anything out there that is super misspriced.
Thanks

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Read Answer Asked by Tyler on January 27, 2022

• XL Fleet Corp. Class A (XL)
  • P/E (TTM): -3.2X Cap: $164M
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Q: Thoughts on this company? Debt? Insider ownership? Revenue? Technology?

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Read Answer Asked by Cory on January 27, 2022

Q: Hi team,

ARK invest has a new ETF: Ark Transparency. What do you think about it ? How does it compare to other ARK ETFs ? Would you buy any of these ETF now for a TFSA ? Which ?

Gratefully,

Jacques IDS

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Read Answer Asked by Jacques on January 27, 2022

• SoFi Technologies Inc. (SOFI $18.61)
  • $18.61 P/E (TTM): 48.39X Cap: $23.73B
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• Defiance Digital Revolution ETF (NFTZ)
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Q: I'm considering converting converting some C$ to US$ and picking up one or both of these. Any thoughts on which may perform better for a 12 month timeline ?

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Read Answer Asked by Ric on January 27, 2022

• CrowdStrike Holdings Inc. (CRWD $391.42)
  • $391.42 Cap: $98.67B
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• Telos Corporation (TLS $4.27)
  • $4.27 Cap: $290M
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Q: I have a 1/3 position of TLS at $20, and at some point looking to add more exposure to the security/tech sector. Your thoughts on this, and recommended way of going about it? Maybe add another 1/3 of TLS, start a small position in CRWD, combination of both, or pivot elsewhere?

Thx again.

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Read Answer Asked by Henry on January 27, 2022

• NVIDIA Corporation (NVDA $180.05)
  • $180.05 P/E (TTM): 37.24X Cap: $4.37T
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Q: Hello
To-day I noticed a Canadian NVDA which purports to be Nividia Corp at about one tenth the US price. What is this? and Why the price differential?

Thank you

Steve

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Read Answer Asked by Steve on January 27, 2022

• Johnson & Johnson (JNJ $246.75)
  • $246.75 P/E (TTM): 22.53X Cap: $594.64B
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• Medtronic plc. (MDT $96.71)
  • $96.71 P/E (TTM): 27.4X Cap: $124.16B
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• Procter & Gamble Company (The) (PG $159.72)
  • $159.72 P/E (TTM): 24.22X Cap: $371.18B
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• Visa Inc. (V $320.83)
  • $320.83 P/E (TTM): 30.09X Cap: $614.71B
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• BCE Inc. (BCE $36.12)
  • $36.12 P/E (TTM): 5.38X Cap: $33.68B
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• Sun Life Financial Inc. (SLF $88.29)
  • $88.29 P/E (TTM): 14.5X Cap: $48.90B
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• Fortis Inc. (FTS $78.38)
  • $78.38 P/E (TTM): 22.36X Cap: $39.77B
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Q: Hello 5i team,
Need to build equity portion of a portfolio for a recently retired almost senior citizen.
Very conservative, sleep at night stocks. Not needed for at least 5-10 years.

Need about 10 for RRSP and 4-5 for TFSA.

Do you agree with above stocks or would you pick others?
No oil stocks and no significantly cyclical stocks.
Don't need to be dividend payers but looking for total return of 5-8% or more per year on average.
Can you provide about 12 choices including above suggestions if you agree for RRSP and 4-5 for TFSA.

Take as many credits as needed.
Thank you so much for this great service.

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Read Answer Asked by Tulio on January 26, 2022

• NextEra Energy Inc. (NEE $92.59)
  • $92.59 P/E (TTM): 28.09X Cap: $192.91B
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Q: Hold a 1/2 position in NEE and would like to top up. Have been waiting for positive momentum but concerned with hi P/E. Was yesterday's sell off due to interest rates combined with hi P/E or a changing fundamental.

Upvote 0

Read Answer Asked by Peter on January 26, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.74)
  • $12.74 Cap: $1.74B
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• Digital Turbine Inc. (APPS $4.19)
  • $4.19 Cap: $502M
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Q: Good morning, Both companies report earnings in early February. What are your predictions for these reports and what do you envision for the future. Many thanks.

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Read Answer Asked by Michael on January 26, 2022

• Invesco Solar ETF (TAN $54.47)
  • $54.47 P/E (TTM): 18.45X Cap: $1.54B
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Q: Dear 5i team.

May I please have your updated views on TAN? Last flurry of Q's date back to Oct'21 when it bumped it's trading head at the 100 dollar range for several weeks before beginning current decent to 60ish.
How do the technicals/fundamentals look to you today and is it time to begin a small position?

Many thanks for your help.

Upvote 0

Read Answer Asked by Arthur on January 26, 2022

• PayPal Holdings Inc. (PYPL $46.24)
  • $46.24 P/E (TTM): 8.43X Cap: $42.70B
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Q: Your thoughts on PYPL, do you see a recovery anytime soon ? Or am I better to sell it and move elsewhere .

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Read Answer Asked by HARRY on January 26, 2022

• Twilio Inc. Class A (TWLO $123.51)
  • $123.51 P/E (TTM): 619.05X Cap: $18.71B
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Q: Hello 5I. I have a full position at about the current price. With that said I am wondering if you still consider this stock to be a very good growth stock longer term? Or if you think there are much better alternatives in the high risk segment this lives in. Thanks

Upvote 0

Read Answer Asked by Tyler on January 26, 2022

• Meta Platforms Inc. (META $655.08)
  • $655.08 P/E (TTM): 27.82X Cap: $1.65T
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Q: Do you think we are looking at a dot com crash 2.0? It seems to be a slow meltdown with no end in sight. Thanks,

Jason

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Read Answer Asked by Jason on January 26, 2022

• Adobe Inc. (ADBE $270.99)
  • $270.99 P/E (TTM): 15.62X Cap: $111.24B
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• Meta Platforms Inc. (META $655.08)
  • $655.08 P/E (TTM): 27.82X Cap: $1.65T
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• Alphabet Inc. (GOOG $303.56)
  • $303.56 P/E (TTM): 28.34X Cap: $3.70T
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• NVIDIA Corporation (NVDA $180.05)
  • $180.05 P/E (TTM): 37.24X Cap: $4.37T
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• The Trade Desk Inc. (TTD $25.00)
  • $25.00 P/E (TTM): 27.02X Cap: $11.89B
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• Digital Turbine Inc. (APPS $4.19)
  • $4.19 Cap: $502M
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Q: Hello,

With a five to ten years time horizon, what are your top five US tech stocks?


Thanks!

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Read Answer Asked by Naim on January 26, 2022

• Pinterest Inc. Class A (PINS $19.10)
  • $19.10 P/E (TTM): 28.66X Cap: $12.70B
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Q: can you please provide the short interest on PINS and what are the earnings expectations for the coming earnings( or lack thereof) ? also if they disappoint on the next earnings report would it be time to throw in the towel? down 79% and not counting....

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Read Answer Asked by adam on January 26, 2022

• NVIDIA Corporation (NVDA $180.05)
  • $180.05 P/E (TTM): 37.24X Cap: $4.37T
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Q: Hi,
What do you make of the rumour that NVDA is considering quietly pulling out of the ARM deal? If there is any truth to it, what effect do you think it will have on the share price?
Thanks as always for your helpful insight.
Dawn

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Read Answer Asked by Dawn on January 26, 2022