Investment Q&A

• Amazon.com Inc. (AMZN $213.77)
  • $213.77 P/E (TTM): 29.26X Cap: $2.28T
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• Meta Platforms Inc. (META $575.05)
  • $575.05 P/E (TTM): 24.46X Cap: $1.45T
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• Alphabet Inc. (GOOG $303.93)
  • $303.93 P/E (TTM): 27.24X Cap: $3.62T
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• Microsoft Corporation (MSFT $372.29)
  • $372.29 P/E (TTM): 23.36X Cap: $2.76T
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• Netflix Inc. (NFLX $98.82)
  • $98.82 P/E (TTM): 39.01X Cap: $417.23B
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• PayPal Holdings Inc. (PYPL $44.87)
  • $44.87 P/E (TTM): 8.38X Cap: $41.31B
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• Marvell Technology Inc. (MRVL $109.38)
  • $109.38 P/E (TTM): 37.58X Cap: $95.64B
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• T-Mobile US Inc. (TMUS $200.54)
  • $200.54 P/E (TTM): 20.43X Cap: $220.96B
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• DraftKings Inc. (DKNG $22.95)
  • $22.95 Cap: $11.37B
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• Robinhood Markets Inc. (HOOD $69.65)
  • $69.65 P/E (TTM): 33.77X Cap: $62.70B
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Q: How would you rank these for adding to my TFSA today? They have all been beaten up, but are good stocks. Thanks as always!

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Read Answer Asked by Austin on February 10, 2022

• PayPal Holdings Inc. (PYPL $44.87)
  • $44.87 P/E (TTM): 8.38X Cap: $41.31B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Upstart Holdings Inc. (UPST $26.45)
  • $26.45 P/E (TTM): 60.9X Cap: $2.59B
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• Affirm Holdings Inc. (AFRM $47.40)
  • $47.40 P/E (TTM): 55.8X Cap: $15.78B
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• SoFi Technologies Inc. (SOFI $16.11)
  • $16.11 P/E (TTM): 41.71X Cap: $20.54B
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Q: Hello 5I, looking at potentially adding a fintech stock to round up my portfolio. With that said which do you think has the most upside but is a decent company? Please add other options if i missed some names. Thanks

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Read Answer Asked by Tyler on February 10, 2022

• Mosaic Company (The) (MOS $26.37)
  • $26.37 P/E (TTM): 15.39X Cap: $8.37B
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• Nutrien Ltd. (NTR $76.88)
  • $76.88 P/E (TTM): 35.56X Cap: $37.17B
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Q: Hi,
I sold my NTR back in Dec for some tax loss selling in margin account. I bought MOS as a proxy and its up 20% since then. Should I switch back to NTR now or keep holding MOS? Would have to report a gain on MOS now if I switched back. How does NTR and MOS compare now and what are the growth prospects going forward. Looking at historical performance, they move somewhat in tandem to each other. Thanks!

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Read Answer Asked by Keith on February 09, 2022

• Twilio Inc. Class A (TWLO $132.56)
  • $132.56 P/E (TTM): 654.75X Cap: $20.08B
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Q: I think Twilio reports this week?? What is your view on Twilio, is this a good entry point/

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Read Answer Asked by Timothy on February 09, 2022

• Skillz Inc. Class A (SKLZ $2.50)
  • $2.50 Cap: $39M
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Q: Is the big decline over the last three months mostly related to the general tech decline or are there specific issues related to the company? Is it worth consideration at this price?

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Read Answer Asked by Brendan on February 09, 2022

• Intel Corporation (INTC $52.91)
  • $52.91 Cap: $254.57B
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Q: Hello!

At current pice levels would you consider Intel a good buy when it comes to gaining exposure to chip market?

Thank you!

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Read Answer Asked by Irek on February 09, 2022

• iShares Russell 2000 Growth ETF (IWO $320.21)
  • $320.21 P/E (TTM): 22.36X Cap: $12.41B
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• iShares Core S&P Small-Cap ETF (IJR $126.52)
  • $126.52 P/E (TTM): 17.5X Cap: $93.70B
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Q: I want to invest into us small cap, would you please compare these three ETF, which one to choose today for a long term hold and why? Thank you!

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Read Answer Asked by David on February 09, 2022

• IES Holdings Inc. (IESC $481.87)
  • $481.87 P/E (TTM): 28.7X Cap: $9.74B
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Q: Can you provide your perspective on this company. Valuation and future growth etc. The fundamentals look great, yet, it hits a 52 week low today. Insane. Would you buy at these prices.

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Read Answer Asked by Chris on February 09, 2022

• Meta Platforms Inc. (META $575.05)
  • $575.05 P/E (TTM): 24.46X Cap: $1.45T
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Q: Hello 5I.
I have a 4 percent position in FB still up 20% from buying a couple years ago. Just wondering should I move on as it could be dead money and buy something “better” that is down? If that makes sense what would you consider buying?

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Read Answer Asked by Tyler on February 09, 2022

• Ichor Holdings (ICHR $48.85)
  • $48.85 Cap: $1.65B
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Q: Hi, thoughts on earnings . Cheers , Chris

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Read Answer Asked by Christopher on February 09, 2022

• Alphabet Inc. (GOOG $303.93)
  • $303.93 P/E (TTM): 27.24X Cap: $3.62T
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Q: HI guys : on the NEO exchange ,what is the difference between GOOG.cc and GOOG.aql and will they split 20 -1 as well.

Thank you
Gary

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Read Answer Asked by gary on February 09, 2022

• Digital Turbine Inc. (APPS $3.02)
  • $3.02 Cap: $362M
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Q: thoughts on earnings .thanks

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Read Answer Asked by cliff on February 09, 2022

• KKR & Co. Inc. (KKR $90.75)
  • $90.75 P/E (TTM): 38.99X Cap: $81.17B
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Q: Could you please explain the share drop today after what looks like a very positive report? I have held this stock for a long time and it has been very good to me. Should I be concerned? Thanks for you input. Lesley

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Read Answer Asked by Lesley on February 08, 2022

• Rapid7 Inc. (RPD $5.85)
  • $5.85 P/E (TTM): 16.06X Cap: $385M
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• CrowdStrike Holdings Inc. (CRWD $423.23)
  • $423.23 Cap: $107.33B
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Q: Good Day
Which are your 2 favorite stocks and 2 favorite ETF's in the Cybersecurity space at this time.

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Read Answer Asked by jeffrey on February 08, 2022

• Visa Inc. (V $302.55)
  • $302.55 P/E (TTM): 28.24X Cap: $581.18B
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Q: How strong is the Visa moat? Is it vulnerable to disruptors? Will big players like Amazon going their own way be a material hit overall? Is there still enough market share to gain from cash payments globally to continue the growth rate that supports the valuation?

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Read Answer Asked by Benjamin on February 08, 2022

• lululemon athletica inc. (LULU $153.67)
  • $153.67 P/E (TTM): 10.84X Cap: $16.97B
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Q: Do you like LULU today? For a long-term investor, would you step in today or what price would you do so? Thank you!

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Read Answer Asked by David on February 08, 2022

• Datadog Inc. (DDOG $116.54)
  • $116.54 P/E (TTM): 388.26X Cap: $41.22B
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Q: Hello,
I would appreciate your thoughts on DDOG the cloud data company. Growth looks very good. At current price do you see this as good buying opportunity now? Do you you like any others in this space?
Thank you

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Read Answer Asked by Patrick on February 08, 2022

• NVIDIA Corporation (NVDA $178.10)
  • $178.10 P/E (TTM): 36.2X Cap: $4.31T
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• Skyworks Solutions Inc. (SWKS $55.06)
  • $55.06 P/E (TTM): 21.23X Cap: $8.28B
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• Pinterest Inc. Class A (PINS $18.20)
  • $18.20 P/E (TTM): 29.8X Cap: $12.10B
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Q: Hi Team,
What's your thoughts on Skyworks earnings? Stock is having a negative reaction. This one amazes me and the valuation is so much cheaper compared to most chip names. Why the constant negativity on it? Should a person be selling it for something else? Perhaps add to NVDA? Or Shop? Also...should a person be holding PINS, or swap out for some beat down FB? Thanks!
Shane.

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Read Answer Asked by Shane on February 08, 2022

• Preformed Line Products Company (PLPC $283.00)
  • $283.00 P/E (TTM): 42.47X Cap: $1.42B
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Q: Can I ask for your opinion about Plpc, it’s getting hard to find smaller cap value, wonder if this a good possibility?

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Read Answer Asked by Jim on February 08, 2022

• Sprout Social Inc (SPT $5.60)
  • $5.60 Cap: $333M
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Q: Sprout is more than 50% off its high. Other than the tech selloff is there any indication that growth estimates are slowing... they were projected to be 25 - 30% annually? If the stock price has bottomed what in this company would suggest downside protection from the current price?

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Read Answer Asked by Harry on February 08, 2022