Investment Q&A

• Amgen Inc. (AMGN $351.02)
  • $351.02 P/E (TTM): 24.67X Cap: $189.44B
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• AbbVie Inc. (ABBV $207.94)
  • $207.94 P/E (TTM): 88.11X Cap: $367.79B
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• Freeport-McMoRan Inc. (FCX $67.80)
  • $67.80 P/E (TTM): 44.61X Cap: $97.44B
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• Merck & Company Inc. (MRK $121.42)
  • $121.42 P/E (TTM): 16.68X Cap: $300.06B
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• Pfizer Inc. (PFE $26.92)
  • $26.92 P/E (TTM): 19.79X Cap: $153.13B
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• Roper Technologies Inc. (ROP $343.15)
  • $343.15 P/E (TTM): 24.17X Cap: $35.12B
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• Royal Bank of Canada (RY $237.86)
  • $237.86 P/E (TTM): 15.95X Cap: $332.17B
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• Toronto-Dominion Bank (The) (TD $139.28)
  • $139.28 P/E (TTM): 11.15X Cap: $232.43B
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• Bank of Nova Scotia (The) (BNS $100.85)
  • $100.85 P/E (TTM): 19.62X Cap: $124.29B
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• Bank of Montreal (BMO $199.73)
  • $199.73 P/E (TTM): 15.73X Cap: $140.79B
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• Manulife Financial Corporation (MFC $50.56)
  • $50.56 P/E (TTM): 16.63X Cap: $84.77B
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• Canadian Imperial Bank Of Commerce (CM $142.66)
  • $142.66 P/E (TTM): 14.86X Cap: $131.32B
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• Sun Life Financial Inc. (SLF $90.27)
  • $90.27 P/E (TTM): 14.68X Cap: $50.01B
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• Constellation Software Inc. (CSU $2,295.18)
  • $2,295.18 P/E (TTM): 69.7X Cap: $48.63B
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• Tourmaline Oil Corp. (TOU $61.20)
  • $61.20 P/E (TTM): 85.0X Cap: $23.69B
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• WSP Global Inc. (WSP $218.87)
  • $218.87 P/E (TTM): 29.38X Cap: $29.50B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $36.02)
  • $36.02 P/E (TTM): 28.36X Cap: $5.54B
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• TFI International Inc. (TFII $169.27)
  • $169.27 P/E (TTM): 43.66X Cap: $13.90B
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• ATS Corporation (ATS $42.40)
  • $42.40 Cap: $4.15B
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• Granite Real Estate Investment Trust (GRT.UN $89.23)
  • $89.23 Cap: $5.40B
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• Tamarack Valley Energy Ltd. (TVE $10.92)
  • $10.92 Cap: $5.28B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.33)
  • $13.33 P/E (TTM): 36.03X Cap: $3.89B
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• Profound Medical Corp. (PRN $8.21)
  • $8.21 Cap: $248M
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• Nutrien Ltd. (NTR $102.13)
  • $102.13 P/E (TTM): 34.44X Cap: $49.36B
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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 $2.82)
  • $2.82 Cap: $338M
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• Jacobs Solutions Inc. (J $122.87)
  • $122.87 P/E (TTM): 33.3X Cap: $14.43B
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• Topicus.com Inc. (TOI $91.51)
  • $91.51 P/E (TTM): 287.59X Cap: $11.91B
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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

Upvote 0

Read Answer Asked by Terence on February 14, 2022

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $127.33)
  • $127.33 P/E (TTM): 16.32X Cap: $294.04B
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• CrowdStrike Holdings Inc. (CRWD $379.02)
  • $379.02 Cap: $96.12B
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• Digital Turbine Inc. (APPS $2.82)
  • $2.82 Cap: $338M
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• Airbnb Inc. (ABNB $128.96)
  • $128.96 P/E (TTM): 32.0X Cap: $78.49B
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• TELUS International (Cda) Inc. Subordinate (TIXT)
  • Cap: $1.20B
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• Doximity Inc. Class A (DOCS $21.05)
  • $21.05 P/E (TTM): 17.54X Cap: $3.88B
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Q: I would appreciate your opinion on these stocks for a 10 year hold. Thank you very much.

Upvote 0

Read Answer Asked by Peter on February 14, 2022

• Amazon.com Inc. (AMZN $238.38)
  • $238.38 P/E (TTM): 33.25X Cap: $2.56T
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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?

Upvote 0

Read Answer Asked by Peter on February 14, 2022

• Etsy Inc. (ETSY $52.69)
  • $52.69 P/E (TTM): 37.91X Cap: $5.07B
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• SolarEdge Technologies Inc. (SEDG $41.76)
  • $41.76 Cap: $2.52B
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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 ?

Upvote 0

Read Answer Asked by edward on February 14, 2022

• UWM Holdings Corporation Class A (UWMC $3.69)
  • $3.69 P/E (TTM): 32.67X Cap: $5.90B
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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.

Upvote 0

Read Answer Asked by Esther on February 14, 2022

• Affirm Holdings Inc. (AFRM $48.53)
  • $48.53 P/E (TTM): 58.47X Cap: $16.16B
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Q: Is Affirm a buy after the sell off last week?

Upvote 0

Read Answer Asked by MATHEW on February 14, 2022

• Costco Wholesale Corporation (COST $998.47)
  • $998.47 P/E (TTM): 69.39X Cap: $442.97B
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• Alphabet Inc. (GOOGL $317.24)
  • $317.24 P/E (TTM): 29.35X Cap: $3.83T
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• Microsoft Corporation (MSFT $370.87)
  • $370.87 P/E (TTM): 23.19X Cap: $2.75T
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• NVIDIA Corporation (NVDA $188.63)
  • $188.63 P/E (TTM): 38.5X Cap: $4.58T
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• Home Depot Inc. (The) (HD $337.34)
  • $337.34 P/E (TTM): 23.71X Cap: $335.99B
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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

Upvote 0

Read Answer Asked by Jason on February 11, 2022

• Veeva Systems Inc. Class A (VEEV $151.43)
  • $151.43 P/E (TTM): 27.84X Cap: $24.73B
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• Roku Inc. (ROKU $102.47)
  • $102.47 P/E (TTM): 182.98X Cap: $15.10B
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• CrowdStrike Holdings Inc. (CRWD $379.02)
  • $379.02 Cap: $96.12B
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• Digital Turbine Inc. (APPS $2.82)
  • $2.82 Cap: $338M
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• Mitek Systems Inc. (MITK $13.55)
  • $13.55 P/E (TTM): 38.71X Cap: $614M
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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

Upvote 0

Read Answer Asked by Dave on February 11, 2022

• Pinterest Inc. Class A (PINS $17.62)
  • $17.62 P/E (TTM): 28.89X Cap: $10.14B
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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

Upvote 0

Read Answer Asked by John on February 11, 2022

• Affirm Holdings Inc. (AFRM $48.53)
  • $48.53 P/E (TTM): 58.47X Cap: $16.16B
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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

Upvote 0

Read Answer Asked by Jason on February 11, 2022

• Sun Life Financial Inc. (SLF $90.27)
  • $90.27 P/E (TTM): 14.68X Cap: $50.01B
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• Ally Financial Inc. (ALLY $41.27)
  • $41.27 P/E (TTM): 17.56X Cap: $12.70B
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• Medical Properties Trust Inc. (MPW)
  • Cap: $3.01B
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• VICI Properties Inc. (VICI $28.11)
  • $28.11 P/E (TTM): 10.77X Cap: $30.04B
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• ChargePoint Holdings Inc. (CHPT $5.09)
  • $5.09 Cap: $124M
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• Solid Power Inc. (SLDP $2.95)
  • $2.95 Cap: $661M
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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

Upvote 0

Read Answer Asked by Alnoor on February 11, 2022

• Affirm Holdings Inc. (AFRM $48.53)
  • $48.53 P/E (TTM): 58.47X Cap: $16.16B
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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?

Upvote 0

Read Answer Asked by Maureen on February 11, 2022

• Trane Technologies plc (TT $465.71)
  • $465.71 P/E (TTM): 35.88X Cap: $103.07B
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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

Upvote 0

Read Answer Asked by john on February 10, 2022

• Alphabet Inc. (GOOG $315.72)
  • $315.72 P/E (TTM): 29.21X Cap: $3.83T
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• NVIDIA Corporation (NVDA $188.63)
  • $188.63 P/E (TTM): 38.5X Cap: $4.58T
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• CrowdStrike Holdings Inc. (CRWD $379.02)
  • $379.02 Cap: $96.12B
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• Unity Software Inc. (U $21.62)
  • $21.62 Cap: $9.43B
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• C3.ai Inc. Class A (AI $8.28)
  • $8.28 Cap: $1.20B
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Q: WHAT STOCKS ARE INVOLVE OR DOING ARTIFICIAL INTELLIGENT?

THANK YOU

Upvote 0

Read Answer Asked by Herbert on February 10, 2022

• Costco Wholesale Corporation (COST $998.47)
  • $998.47 P/E (TTM): 69.39X Cap: $442.97B
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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

Upvote 0

Read Answer Asked by Patricia on February 10, 2022

• Trane Technologies plc (TT $465.71)
  • $465.71 P/E (TTM): 35.88X Cap: $103.07B
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• Carrier Global Corporation (CARR $63.34)
  • $63.34 P/E (TTM): 37.11X Cap: $52.94B
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Q: Please provide your comments on this company in terms of long term growth and risk.

Upvote 0

Read Answer Asked by Janice on February 10, 2022

• Copart Inc. (CPRT $32.76)
  • $32.76 P/E (TTM): 20.6X Cap: $31.55B
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• Carvana Co. Class A (CVNA $336.31)
  • $336.31 P/E (TTM): 39.8X Cap: $73.68B
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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.

Upvote 0

Read Answer Asked by Karim on February 10, 2022

• Littelfuse Inc. (LFUS $382.87)
  • $382.87 Cap: $9.63B
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Q: Hi 5iTeam,

I would appreciate your comments on LFUS going forward and is it a buy, hold or sell at current price, and your rationales?

Cheers,
H

Upvote 0

Read Answer Asked by Harry on February 10, 2022

• S&P Global Inc. (SPGI $415.42)
  • $415.42 P/E (TTM): 28.36X Cap: $125.92B
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Q: Can I please have your thoughts, comments on SPGI's recently announced earnings. Do you see good things ahead. As you know the share price is down considerably in 2022.

Upvote 0

Read Answer Asked by Brian on February 10, 2022

• Veeva Systems Inc. Class A (VEEV $151.43)
  • $151.43 P/E (TTM): 27.84X Cap: $24.73B
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• Repligen Corporation (RGEN $120.10)
  • $120.10 P/E (TTM): 139.65X Cap: $6.77B
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Q: Hello 5i
I have owned RGEN for several years.
Could you tell me how you would rank it against its peers? Is there a name you prefer more and if so why?
Thank you so much!!
Dave

Upvote 0

Read Answer Asked by Dave on February 10, 2022