Investment Q&A

• Deere & Company (DE $569.03)
  • $569.03 P/E (TTM): 31.57X Cap: $153.69B
  • View DE Profile
  • View Questions on DE
• NextEra Energy Inc. (NEE $90.23)
  • $90.23 P/E (TTM): 27.12X Cap: $187.99B
  • View NEE Profile
  • View Questions on NEE
• Enbridge Inc. (ENB $74.35)
  • $74.35 P/E (TTM): 28.04X Cap: $162.25B
  • View ENB Profile
  • View Questions on ENB
  • View Reports on ENB
• Sun Life Financial Inc. (SLF $86.62)
  • $86.62 P/E (TTM): 13.88X Cap: $47.97B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Dollarama Inc. (DOL $186.58)
  • $186.58 P/E (TTM): 38.35X Cap: $51.08B
  • View DOL Profile
  • View Questions on DOL
• Nutrien Ltd. (NTR $100.00)
  • $100.00 P/E (TTM): 34.63X Cap: $48.33B
  • View NTR Profile
  • View Questions on NTR

Q: Countering inflation, can you recommend your favourite 6 companies in Canada and the US with pricing power (dividend payers would be appreciated) Thanks!

Upvote 0

Read Answer Asked by Michael on January 27, 2022

• Twitter Inc. (TWTR)
  • View TWTR Profile
  • View Questions on TWTR
• Pinterest Inc. Class A (PINS $18.92)
  • $18.92 P/E (TTM): 30.62X Cap: $12.58B
  • View PINS Profile
  • View Questions on PINS

Q: TWTR or PINS: Which is your preference? Why? Risk is a non issue.

Thank you for your service!

Upvote 0

Read Answer Asked by Ozzie on January 27, 2022

• Qorvo Inc. (QRVO $78.76)
  • $78.76 P/E (TTM): 21.51X Cap: $7.30B
  • View QRVO Profile
  • View Questions on QRVO
• International Business Machines Corporation (IBM $248.44)
  • $248.44 P/E (TTM): 21.68X Cap: $233.04B
  • View IBM Profile
  • View Questions on IBM
• CGI Inc. Class A Subordinate Voting Shares (GIB.A $101.50)
  • $101.50 P/E (TTM): 13.37X Cap: $21.79B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Open Text Corporation (OTEX $31.63)
  • $31.63 P/E (TTM): 13.38X Cap: $7.92B
  • View OTEX Profile
  • View Questions on OTEX
• Lumentum Holdings Inc. (LITE $728.95)
  • $728.95 P/E (TTM): 207.75X Cap: $52.04B
  • View LITE Profile
  • View Questions on LITE
• Kulicke and Soffa Industries Inc. (KLIC $65.30)
  • $65.30 Cap: $3.41B
  • View KLIC Profile
  • View Questions on KLIC
• MKS Inc. (MKSI $235.02)
  • $235.02 P/E (TTM): 52.09X Cap: $15.82B
  • View MKSI Profile
  • View Questions on MKSI
• Dropbox Inc (DBX $24.42)
  • $24.42 P/E (TTM): 13.45X Cap: $5.88B
  • View DBX Profile
  • View Questions on DBX
• Science Applications International Corporation (SAIC $96.87)
  • $96.87 P/E (TTM): 12.4X Cap: $4.18B
  • View SAIC Profile
  • View Questions on SAIC
• VMware Inc. Class A (VMW)
  • P/E (TTM): 45.39X Cap: $68.96B
  • View VMW Profile
  • View Questions on VMW
• Dell Technologies Inc. Class C (DELL $164.59)
  • $164.59 P/E (TTM): 20.58X Cap: $106.28B
  • View DELL Profile
  • View Questions on DELL
• Gartner Inc. (IT $162.59)
  • $162.59 P/E (TTM): 16.73X Cap: $11.45B
  • View IT Profile
  • View Questions on IT
• ZoomInfo Technologies Inc. (ZI)
  • P/E (TTM): 116.87X Cap: $3.52B
  • View ZI Profile
  • View Questions on ZI
• Ziff Davis Inc. (ZD $43.34)
  • $43.34 P/E (TTM): 36.75X Cap: $1.59B
  • View ZD Profile
  • View Questions on ZD

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

Upvote 0

Read Answer Asked by cal on January 27, 2022

• TE Connectivity plc (TEL $200.79)
  • $200.79 P/E (TTM): 28.22X Cap: $58.91B
  • View TEL Profile
  • View Questions on TEL

Q: Hi team,

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

Thanks,

Upvote 0

Read Answer Asked by Sam on January 27, 2022

• Meta Platforms Inc. (META $604.06)
  • $604.06 P/E (TTM): 25.27X Cap: $1.52T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $299.02)
  • $299.02 P/E (TTM): 27.64X Cap: $3.65T
  • View GOOG Profile
  • View Questions on GOOG
• QUALCOMM Incorporated (QCOM $128.35)
  • $128.35 P/E (TTM): 26.19X Cap: $136.94B
  • View QCOM Profile
  • View Questions on QCOM

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

Upvote 0

Read Answer Asked by Tyler on January 27, 2022

• XL Fleet Corp. Class A (XL)
  • P/E (TTM): -3.2X Cap: $164M
  • View XL Profile
  • View Questions on XL

Q: Thoughts on this company? Debt? Insider ownership? Revenue? Technology?

Upvote 0

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

Upvote 0

Read Answer Asked by Jacques on January 27, 2022

• SoFi Technologies Inc. (SOFI $17.15)
  • $17.15 P/E (TTM): 44.47X Cap: $21.87B
  • View SOFI Profile
  • View Questions on SOFI
• Defiance Digital Revolution ETF (NFTZ)
  • View NFTZ Profile
  • View Questions on NFTZ

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 ?

Upvote 0

Read Answer Asked by Ric on January 27, 2022

• CrowdStrike Holdings Inc. (CRWD $413.31)
  • $413.31 Cap: $104.82B
  • View CRWD Profile
  • View Questions on CRWD
• Telos Corporation (TLS $4.39)
  • $4.39 Cap: $298M
  • View TLS Profile
  • View Questions on TLS

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.

Upvote 0

Read Answer Asked by Henry on January 27, 2022

• NVIDIA Corporation (NVDA $175.64)
  • $175.64 P/E (TTM): 35.24X Cap: $4.26T
  • View NVDA Profile
  • View Questions on NVDA

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

Upvote 0

Read Answer Asked by Steve on January 27, 2022

• Johnson & Johnson (JNJ $235.42)
  • $235.42 P/E (TTM): 21.34X Cap: $567.03B
  • View JNJ Profile
  • View Questions on JNJ
• Medtronic plc. (MDT $87.17)
  • $87.17 P/E (TTM): 24.07X Cap: $111.91B
  • View MDT Profile
  • View Questions on MDT
• Procter & Gamble Company (The) (PG $143.99)
  • $143.99 P/E (TTM): 21.37X Cap: $334.63B
  • View PG Profile
  • View Questions on PG
• Visa Inc. (V $304.44)
  • $304.44 P/E (TTM): 28.32X Cap: $583.30B
  • View V Profile
  • View Questions on V
• BCE Inc. (BCE $35.32)
  • $35.32 P/E (TTM): 5.32X Cap: $32.93B
  • View BCE Profile
  • View Questions on BCE
• Sun Life Financial Inc. (SLF $86.62)
  • $86.62 P/E (TTM): 13.88X Cap: $47.97B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Fortis Inc. (FTS $75.69)
  • $75.69 P/E (TTM): 21.68X Cap: $38.40B
  • View FTS Profile
  • View Questions on FTS

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.

Upvote 0

Read Answer Asked by Tulio on January 26, 2022

• NextEra Energy Inc. (NEE $90.23)
  • $90.23 P/E (TTM): 27.12X Cap: $187.99B
  • View NEE Profile
  • View Questions on NEE

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 $12.27)
  • $12.27 Cap: $1.68B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Digital Turbine Inc. (APPS $3.14)
  • $3.14 Cap: $376M
  • View APPS Profile
  • View Questions on APPS

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.

Upvote 0

Read Answer Asked by Michael on January 26, 2022

• Invesco Solar ETF (TAN $54.99)
  • $54.99 P/E (TTM): 18.45X Cap: $1.45B
  • View TAN Profile
  • View Questions on TAN

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 $45.49)
  • $45.49 P/E (TTM): 8.13X Cap: $41.88B
  • View PYPL Profile
  • View Questions on PYPL

Q: Your thoughts on PYPL, do you see a recovery anytime soon ? Or am I better to sell it and move elsewhere .

Upvote 0

Read Answer Asked by HARRY on January 26, 2022

• Twilio Inc. Class A (TWLO $127.09)
  • $127.09 P/E (TTM): 620.55X Cap: $19.25B
  • View TWLO Profile
  • View Questions on TWLO

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 $604.06)
  • $604.06 P/E (TTM): 25.27X Cap: $1.52T
  • View META Profile
  • View Questions on META

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

Upvote 0

Read Answer Asked by Jason on January 26, 2022

• Adobe Inc. (ADBE $247.64)
  • $247.64 P/E (TTM): 14.86X Cap: $101.65B
  • View ADBE Profile
  • View Questions on ADBE
• Meta Platforms Inc. (META $604.06)
  • $604.06 P/E (TTM): 25.27X Cap: $1.52T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $299.02)
  • $299.02 P/E (TTM): 27.64X Cap: $3.65T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $175.64)
  • $175.64 P/E (TTM): 35.24X Cap: $4.26T
  • View NVDA Profile
  • View Questions on NVDA
• The Trade Desk Inc. (TTD $23.95)
  • $23.95 P/E (TTM): 26.79X Cap: $11.39B
  • View TTD Profile
  • View Questions on TTD
• Digital Turbine Inc. (APPS $3.14)
  • $3.14 Cap: $376M
  • View APPS Profile
  • View Questions on APPS

Q: Hello,

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


Thanks!

Upvote 0

Read Answer Asked by Naim on January 26, 2022

• Pinterest Inc. Class A (PINS $18.92)
  • $18.92 P/E (TTM): 30.62X Cap: $12.58B
  • View PINS Profile
  • View Questions on PINS

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....

Upvote 0

Read Answer Asked by adam on January 26, 2022

• NVIDIA Corporation (NVDA $175.64)
  • $175.64 P/E (TTM): 35.24X Cap: $4.26T
  • View NVDA Profile
  • View Questions on NVDA

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

Upvote 0

Read Answer Asked by Dawn on January 26, 2022