Investment Q&A

• BlackLine Inc. (BL $36.29)
  • $36.29 P/E (TTM): 94.87X Cap: $2.17B
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Q: I follow bl and see it down big today. Is this an opportunity to start a position? Were earnings all that bad?

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Read Answer Asked on February 15, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.39)
  • $12.39 Cap: $1.70B
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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: $356M
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• Topicus.com Inc. (TOI $96.37)
  • $96.37 P/E (TTM): 293.44X Cap: $12.50B
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• Nuvei Corporation (NVEI)
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Q: Hi. What are your recommendations for two stocks each from Canada and US that have been beaten down lately and which you think it's time to get into? Thanks

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Read Answer Asked by Esther on February 14, 2022

• PayPal Holdings Inc. (PYPL $45.34)
  • $45.34 P/E (TTM): 8.36X Cap: $41.08B
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• Carriage Services Inc. (CSV $46.48)
  • $46.48 P/E (TTM): 14.05X Cap: $721M
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• Rent-A-Center Inc. (RCII)
  • P/E (TTM): 83.7X Cap: $1.50B
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• Carvana Co. Class A (CVNA $313.91)
  • $313.91 P/E (TTM): 37.2X Cap: $66.17B
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• Century Communities Inc. (CCS $56.99)
  • $56.99 P/E (TTM): 11.81X Cap: $1.61B
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Q: I find myself In a losing position in Paypal for the second time this year, currently down 35%. I had previously taken a loss in it a few months prior.
I was considering writing it off as a loss, once more. I would use the proceeds to add to losing positions in the following: CSV/RCII/CCS.
Is this a sound idea? If you deem it to be, which of the aforementioned holding would you add to currently? Please rank if possible.
Thank you.

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Read Answer Asked by Karim on February 14, 2022

• Amgen Inc. (AMGN $347.94)
  • $347.94 P/E (TTM): 24.73X Cap: $190.44B
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• AbbVie Inc. (ABBV $208.84)
  • $208.84 P/E (TTM): 92.16X Cap: $380.24B
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• Freeport-McMoRan Inc. (FCX $61.38)
  • $61.38 P/E (TTM): 38.67X Cap: $87.95B
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• Merck & Company Inc. (MRK $120.87)
  • $120.87 P/E (TTM): 16.52X Cap: $298.83B
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• Pfizer Inc. (PFE $28.32)
  • $28.32 P/E (TTM): 20.65X Cap: $162.40B
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• Roper Technologies Inc. (ROP $357.88)
  • $357.88 P/E (TTM): 24.92X Cap: $36.83B
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• Royal Bank of Canada (RY $227.34)
  • $227.34 P/E (TTM): 15.08X Cap: $317.48B
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• Toronto-Dominion Bank (The) (TD $132.51)
  • $132.51 P/E (TTM): 10.4X Cap: $221.13B
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• Bank of Nova Scotia (The) (BNS $97.64)
  • $97.64 P/E (TTM): 18.77X Cap: $120.33B
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• Bank of Montreal (BMO $189.64)
  • $189.64 P/E (TTM): 14.84X Cap: $133.68B
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• Manulife Financial Corporation (MFC $48.57)
  • $48.57 P/E (TTM): 15.76X Cap: $81.43B
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• Canadian Imperial Bank Of Commerce (CM $133.96)
  • $133.96 P/E (TTM): 13.73X Cap: $123.31B
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• Sun Life Financial Inc. (SLF $88.50)
  • $88.50 P/E (TTM): 14.17X Cap: $49.03B
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• Constellation Software Inc. (CSU $2,441.27)
  • $2,441.27 P/E (TTM): 74.15X Cap: $51.80B
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• Tourmaline Oil Corp. (TOU $64.32)
  • $64.32 P/E (TTM): 92.47X Cap: $24.70B
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• WSP Global Inc. (WSP $219.79)
  • $219.79 P/E (TTM): 29.06X Cap: $29.93B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.53)
  • $36.53 P/E (TTM): 27.96X Cap: $5.55B
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• TFI International Inc. (TFII $155.08)
  • $155.08 P/E (TTM): 39.06X Cap: $12.73B
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• ATS Corporation (ATS $39.52)
  • $39.52 Cap: $3.93B
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• Granite Real Estate Investment Trust (GRT.UN $85.14)
  • $85.14 Cap: $5.15B
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• Tamarack Valley Energy Ltd. (TVE $11.19)
  • $11.19 Cap: $5.19B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.07)
  • $13.07 P/E (TTM): 33.43X Cap: $3.74B
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• Profound Medical Corp. (PRN $8.88)
  • $8.88 Cap: $276M
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• Nutrien Ltd. (NTR $105.12)
  • $105.12 P/E (TTM): 35.41X Cap: $50.07B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• Digital Turbine Inc. (APPS $2.89)
  • $2.89 Cap: $356M
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• Jacobs Solutions Inc. (J $128.02)
  • $128.02 P/E (TTM): 34.49X Cap: $15.08B
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• Topicus.com Inc. (TOI $96.37)
  • $96.37 P/E (TTM): 293.44X Cap: $12.50B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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• Neighbourly Pharmacy Inc. (NBLY $18.60)
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Q: Hi group - I am a medium risk investor - Can you please give me your top picks + % weighting in the top sectors - Financial, Industrials, Materials , Energy, Health care , real estate, Tech Thanks

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Read Answer Asked by Terence on February 14, 2022

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $122.05)
  • $122.05 P/E (TTM): 16.08X Cap: $281.84B
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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: $356M
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• Airbnb Inc. (ABNB $124.95)
  • $124.95 P/E (TTM): 31.33X Cap: $76.05B
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• TELUS International (Cda) Inc. Subordinate (TIXT)
  • Cap: $1.20B
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• Doximity Inc. Class A (DOCS $22.77)
  • $22.77 P/E (TTM): 19.42X Cap: $4.23B
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Q: I would appreciate your opinion on these stocks for a 10 year hold. Thank you very much.

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Read Answer Asked by Peter on February 14, 2022

• Amazon.com Inc. (AMZN $209.77)
  • $209.77 P/E (TTM): 29.05X Cap: $2.26T
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Q: I’m trying to understand the core business proposition of Amazon as comments on earnings were how great its last quarter was. Their online retailing is very competitive and a valuable service. But not very lucrative.
The AWS part of their business is very profitable but it would seem that it’s an oligopoly at best and subject to possible margin reduction.
Do you have any thoughts on why it’s growth and margins going forward look so attractive?

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Read Answer Asked by Peter on February 14, 2022

• Etsy Inc. (ETSY $51.64)
  • $51.64 P/E (TTM): 35.96X Cap: $4.80B
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• SolarEdge Technologies Inc. (SEDG $48.75)
  • $48.75 Cap: $3.13B
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Q: Just did a nice roller coaster ride with these two ; worth holding for another 5 years in a registered account ?

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Read Answer Asked by edward on February 14, 2022

• UWM Holdings Corporation Class A (UWMC $3.72)
  • $3.72 P/E (TTM): 30.17X Cap: $5.47B
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Q: Hello,
According to TD and Interactive brokers, UWMC's PE ratio is 0.32X.
It has a 8.5% dividend. Do you think this is a good stock to buy? The earning release is today - any comment? Thanks.

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Read Answer Asked by Esther on February 14, 2022

• Affirm Holdings Inc. (AFRM $46.31)
  • $46.31 P/E (TTM): 55.2X Cap: $15.42B
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Q: Is Affirm a buy after the sell off last week?

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Read Answer Asked by MATHEW on February 14, 2022

• Costco Wholesale Corporation (COST $1,014.96)
  • $1,014.96 P/E (TTM): 69.24X Cap: $442.12B
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• Alphabet Inc. (GOOGL $295.77)
  • $295.77 P/E (TTM): 26.6X Cap: $3.59T
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• Microsoft Corporation (MSFT $373.46)
  • $373.46 P/E (TTM): 23.15X Cap: $2.74T
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• NVIDIA Corporation (NVDA $177.39)
  • $177.39 P/E (TTM): 35.59X Cap: $4.27T
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• Home Depot Inc. (The) (HD $321.63)
  • $321.63 P/E (TTM): 22.43X Cap: $320.34B
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Q: Hi!

I'm looking to establish a U.S. portfolio and I've identified these 5 stocks as a good base. I have plenty of exposure to financials and energy in my CDN portfolio. Do you think these stocks are a good starting point? Would you replace any?

Thanks,
Jason

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Read Answer Asked by Jason on February 11, 2022

• Veeva Systems Inc. Class A (VEEV $173.98)
  • $173.98 P/E (TTM): 34.24X Cap: $28.41B
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• Roku Inc. (ROKU $97.66)
  • $97.66 P/E (TTM): 168.96X Cap: $14.39B
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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: $356M
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• Mitek Systems Inc. (MITK $13.90)
  • $13.90 P/E (TTM): 38.57X Cap: $629M
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Q: Hi Team, I am trying to decide on one of the listed stocks. could you rank in order that you feel has the best upside.

thanks Dave

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Read Answer Asked by Dave on February 11, 2022

• Pinterest Inc. Class A (PINS $18.18)
  • $18.18 P/E (TTM): 30.07X Cap: $12.09B
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Q: WHY THE UNRELENTING WEAKNESS IN THIS STOCK? I LIKE THIS COMPANY AND IT SEEMS PRICED WELL WITH AN EARNINGS BEAT AND TWO RUMOURED OFFERS TO TAKE IT PRIVATE BUT THE MARKET DOES NOT CARE. IT SEEMS LIKE MORE THAN TECH WEAKNESS. YOUR THOUGHTS THANKYOU AND KEEP UP THE GOOD JOB YOU HAVE BEEN DOING

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Read Answer Asked by John on February 11, 2022

• Affirm Holdings Inc. (AFRM $46.31)
  • $46.31 P/E (TTM): 55.2X Cap: $15.42B
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Q: I don't own the stock, but I'm curious on your thoughts about Affirm releasing quarterly results while the market is open. Isn't this highly unusual?

Jason

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Read Answer Asked by Jason on February 11, 2022

• Sun Life Financial Inc. (SLF $88.50)
  • $88.50 P/E (TTM): 14.17X Cap: $49.03B
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• Ally Financial Inc. (ALLY $39.84)
  • $39.84 P/E (TTM): 16.69X Cap: $12.24B
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• Medical Properties Trust Inc. (MPW)
  • Cap: $3.01B
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• VICI Properties Inc. (VICI $27.66)
  • $27.66 P/E (TTM): 10.47X Cap: $29.35B
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• ChargePoint Holdings Inc. (CHPT $4.80)
  • $4.80 Cap: $113M
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• Solid Power Inc. (SLDP $2.94)
  • $2.94 Cap: $648M
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Q: Hi gang, could you please me your take on this company. I would like to buy one company from each sector.
1:mpw /vici are divided safe and strong growth.
2:sldp/ chpt which one would you buy today?
3:suf/ally which is a better set for growth and safety of dividends? I would like to buy one company from each sector. Thanks
Alnoor

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Read Answer Asked by Alnoor on February 11, 2022

• Affirm Holdings Inc. (AFRM $46.31)
  • $46.31 P/E (TTM): 55.2X Cap: $15.42B
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Q: Comments on #1 earnings report and #2 twitter early release fiasco. Genuine mistake or deliberate manipulation?

Should I keep holding or take a large tax loss?

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Read Answer Asked by Maureen on February 11, 2022

• Trane Technologies plc (TT $427.07)
  • $427.07 P/E (TTM): 32.11X Cap: $94.76B
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Q: Hi 5i team,
I have held shares of Trane Technologies for one year now. Recently the stock price looks very bearish. My understanding is there are concerns about supply chain issues. How serious is this problem ? Will this hurt the profits of the company for the long term?
Thank you for your opinion

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Read Answer Asked by john on February 10, 2022

• Alphabet Inc. (GOOG $294.46)
  • $294.46 P/E (TTM): 26.54X Cap: $3.59T
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• NVIDIA Corporation (NVDA $177.39)
  • $177.39 P/E (TTM): 35.59X Cap: $4.27T
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• CrowdStrike Holdings Inc. (CRWD $399.12)
  • $399.12 Cap: $101.22B
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• Unity Software Inc. (U $22.75)
  • $22.75 Cap: $9.92B
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• C3.ai Inc. Class A (AI $8.64)
  • $8.64 Cap: $1.23B
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Q: WHAT STOCKS ARE INVOLVE OR DOING ARTIFICIAL INTELLIGENT?

THANK YOU

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Read Answer Asked by Herbert on February 10, 2022

• Costco Wholesale Corporation (COST $1,014.96)
  • $1,014.96 P/E (TTM): 69.24X Cap: $442.12B
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Q: I am considering purchasing one of the following and would appreciate your guidance.
Maple Leaf Foods, Loblaws, Costco. Or, would you recommend a different company. Many thanks

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Read Answer Asked by Patricia on February 10, 2022

• Trane Technologies plc (TT $427.07)
  • $427.07 P/E (TTM): 32.11X Cap: $94.76B
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• Carrier Global Corporation (CARR $55.71)
  • $55.71 P/E (TTM): 32.99X Cap: $46.56B
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Q: Please provide your comments on this company in terms of long term growth and risk.

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Read Answer Asked by Janice on February 10, 2022

• Copart Inc. (CPRT $33.40)
  • $33.40 P/E (TTM): 20.88X Cap: $31.80B
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• Carvana Co. Class A (CVNA $313.91)
  • $313.91 P/E (TTM): 37.2X Cap: $66.17B
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Q: Can you compare these two? I just entered an initial position in CPRT. Which do you prefer for long term capital appreciation for an agressive investor. Would a position in CVNA be complementary to CPRT?

Thank you.

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Read Answer Asked by Karim on February 10, 2022