Investment Q&A

• Pinterest Inc. Class A (PINS $25.51)
  • $25.51 P/E (TTM): 8.64X Cap: $16.74B
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Q: Would you endorse selling PINS.US and buying back in 30 days?

Thanks for your service?

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Read Answer Asked by Ozzie on November 05, 2021

• Viavi Solutions Inc. (VIAV $17.48)
  • $17.48 P/E (TTM): 266.0X Cap: $3.69B
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Q: VIAV reported decent results but stock is down today (Friday). Do you see anything that would explain this?

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Read Answer Asked on November 05, 2021

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $51.76)
  • $51.76 P/E (TTM): 21.04X Cap: $3.45B
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• iShares Russell 2000 Growth ETF (IWO $322.47)
  • $322.47 P/E (TTM): 22.39X Cap: $12.67B
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• BMO Aggregate Bond Index ETF (ZAG $14.03)
  • $14.03 Cap: $12.25B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $49.40)
  • $49.40 P/E (TTM): 20.73X Cap: $20.37B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.20)
  • $40.20 P/E (TTM): 14.68X Cap: $1.06B
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• Purpose International Dividend Fund (PID $29.45)
  • $29.45 P/E (TTM): 30.07X Cap: $131M
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• Vanguard FTSE Developed Europe All Cap Index ETF (VE $43.75)
  • $43.75 P/E (TTM): 16.69X Cap: $476M
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $45.64)
  • $45.64 P/E (TTM): 5.86X Cap: $3.17B
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• iShares Biotechnology ETF (IBB $172.33)
  • $172.33 P/E (TTM): 22.53X Cap: $8.37B
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• SPDR S&P 500 ETF Trust (SPY $675.02)
  • $675.02 P/E (TTM): 27.29X Cap: $691.85B
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• INVESCO QQQ Trust (QQQ $608.89)
  • $608.89 P/E (TTM): 36.83X Cap: $398.24B
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Q: What are your top 10 ETF’s to hold forever?
Would you buy them on the US or Canadian markets if available. I know some of the US listed ETF’s are more liquid. Thanks

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Read Answer Asked by Ben on November 05, 2021

• SunPower Corporation (SPWR)
  • Cap: $28M
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Q: Can you comment on SPWR earning please?


Thanks

Upvote 0

Read Answer Asked by Adam on November 05, 2021

• Pinterest Inc. Class A (PINS $25.51)
  • $25.51 P/E (TTM): 8.64X Cap: $16.74B
  • View PINS Profile
  • View Questions on PINS

Q: Hi 5i Team,
Pls comment on Pinterest future outlook.
It reported earning beat, but MAU still declining.

Would you be comfortable initiating a position of this stock?

Thanks you for great advice.

Upvote 0

Read Answer Asked by Pui on November 05, 2021

• Uber Technologies Inc. (UBER $83.69)
  • $83.69 P/E (TTM): 14.29X Cap: $173.89B
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Q: Is it worth looking at now with latest numbers?

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Read Answer Asked by mike on November 05, 2021

• Endo International plc (ENDP)
  • Cap: $72M
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Q: Since bottoming in Sept, this company has more than doubled its' stock price. Any reason why, and would you recommend it as a buy, sell or hold. Thank you.

Upvote 0

Read Answer Asked by micheal on November 05, 2021

Q: Invesco has an etf with downside hedge, pdhg.
I see it performed well in march 2020. Would you have an opinion on this as part of the more defensive side of portfolio?
Thanks

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Read Answer Asked by Daniel on November 05, 2021

• Meta Platforms Inc. (META $636.22)
  • $636.22 P/E (TTM): 26.32X Cap: $1.60T
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• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: What are some safer ways to gain exposure to the emerging Metaverse theme?

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Read Answer Asked by Gerry on November 05, 2021

• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
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• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
  • View NVDA Profile
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• Booking Holdings Inc. (BKNG $4,906.24)
  • $4,906.24 P/E (TTM): 31.06X Cap: $158.14B
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• Arista Networks Inc. (ANET $125.04)
  • $125.04 P/E (TTM): 44.53X Cap: $153.84B
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• CrowdStrike Holdings Inc. (CRWD $512.34)
  • $512.34 Cap: $127.18B
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• Digital Turbine Inc. (APPS $4.78)
  • $4.78 Cap: $513M
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Q: Good Morning

Could you please provide your top 6 US picks regardless of sector.

Thank you

Upvote 0

Read Answer Asked by Marty on November 05, 2021

• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
  • View NVDA Profile
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Q: Just trimmed my nvda (makes up for my lspd & mrna positions)

What % would you recommend keeping NVDA at?

Thanks for all your support.
Mark

Upvote 0

Read Answer Asked by Mark on November 05, 2021

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: thoughts please on the quarter?

Thx

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Read Answer Asked by blake on November 05, 2021

• The Walt Disney Company (DIS $103.31)
  • $103.31 P/E (TTM): 15.22X Cap: $181.99B
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Q: DIS has been kind of soft for the last few months, with markets rising. Never mind the details but do you think they have ongoing problems of competition, technology, etc.?? Thanks Jim

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Read Answer Asked by jim on November 05, 2021

• Hercules Capital Inc. (HTGC $17.68)
  • $17.68 P/E (TTM): 10.16X Cap: $3.18B
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Q: Could you comment on this speciality finance company with good dividend thats backs tech-life science

Upvote 1

Read Answer Asked by terrance on November 05, 2021

• Veeva Systems Inc. Class A (VEEV $239.95)
  • $239.95 P/E (TTM): 50.22X Cap: $38.75B
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Q: I'm befuddled about classifying VEEV as in the HealthCare sector. But VEEV" provides industry-specific cloud-based software solutions to address the operating and regulatory challenges of life sciences companies". Seems to me, VEEV is really a software provider and for this reason, I would classify VEEV in the Technology sector. I'm curious what your take is as I want to ensure I get it right for my portfolio analysis....Thanks for you input......Tom

Upvote 0

Read Answer Asked by Tom on November 05, 2021

• PENN Entertainment Inc. (PENN $14.57)
  • $14.57 Cap: $1.82B
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Q: Hi team,

Is PENN still a hold?

Many of my growth stocks are getting hammered after barely missing on some metric (Apps, Roku, MGNI, LSPD), but I am here for the long haul. Would PENN qualify as something to hold on to or should I let it go, given its high debt?

Thanks a bunch for your expert guidance!

Upvote 0

Read Answer Asked by Saeed on November 04, 2021

• Pfizer Inc. (PFE $25.72)
  • $25.72 P/E (TTM): 13.32X Cap: $143.39B
  • View PFE Profile
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Q: Trying to understand this stock. Sales are through the roof with vaccine but yet stock prices languishes. Why is this?

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Read Answer Asked on November 04, 2021

• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
  • View NVDA Profile
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• QUALCOMM Incorporated (QCOM $163.30)
  • $163.30 P/E (TTM): 32.59X Cap: $174.89B
  • View QCOM Profile
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• Advanced Micro Devices Inc. (AMD $206.13)
  • $206.13 P/E (TTM): 101.28X Cap: $350.11B
  • View AMD Profile
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $284.68)
  • $284.68 P/E (TTM): 38.17X Cap: $1.47T
  • View TSM Profile
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Q: Is there a reason why TSM has been flat while other semi's like NVDA, AMD, AVGO have been on fire. I wanted to buy NVDA but missed the recent move higher and looking for another semi that will catch up to these other names. Is TSM a good candidate? Thanks!

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Read Answer Asked by Keith on November 04, 2021

• INVESCO MORTGAGE CAPITAL INC (IVR $7.96)
  • $7.96 P/E (TTM): 15.25X Cap: $551M
  • View IVR Profile
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Q: I hold this stock for a potential rebound to prepandemic levels. What effect would higher, and much higher interest rates (double digit) have on this company?

Upvote 0

Read Answer Asked by Rick on November 04, 2021

• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
  • View NVDA Profile
  • View Questions on NVDA
• QUALCOMM Incorporated (QCOM $163.30)
  • $163.30 P/E (TTM): 32.59X Cap: $174.89B
  • View QCOM Profile
  • View Questions on QCOM
• Advanced Micro Devices Inc. (AMD $206.13)
  • $206.13 P/E (TTM): 101.28X Cap: $350.11B
  • View AMD Profile
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• Marvell Technology Inc. (MRVL $83.43)
  • $83.43 Cap: $72.23B
  • View MRVL Profile
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $284.68)
  • $284.68 P/E (TTM): 38.17X Cap: $1.47T
  • View TSM Profile
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• VanEck Vectors Semiconductor ETF (SMH $340.01)
  • $340.01 P/E (TTM): 28.66X Cap: $35.26B
  • View SMH Profile
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Q: I am holding a small position in TSM that is currently at a 2% loss. The share price has been trading sideways for some time. I also own SMH which has TSM as one it's top holdings. I am inclined to sell TSM and use the money for something else. I plan to keep holding SMH which has made good gains for me. Both are in the same taxable margin account. Should I keep holding TSM for the longer term, or should I let it go? I am also holding MRVL, AMD, QCOM and NVDA for the long term.

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Read Answer Asked by Maureen on November 04, 2021