Investment Q&A

• Roku Inc. (ROKU $87.15)
  • $87.15 P/E (TTM): 174.66X Cap: $13.12B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $11.85)
  • $11.85 Cap: $1.66B
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• CrowdStrike Holdings Inc. (CRWD $369.58)
  • $369.58 Cap: $99.57B
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• Digital Turbine Inc. (APPS $2.91)
  • $2.91 Cap: $357M
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• Magnite Inc. (MGNI $11.65)
  • $11.65 P/E (TTM): 14.48X Cap: $1.71B
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• Nuvei Corporation (NVEI)
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Q: Hello 5I
After the last couple weeks of the sell off are the any higher risk stocks you really like that you could see being home runs over the next 3 years? Thanks

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Read Answer Asked by Tyler on January 28, 2022

• Meta Platforms Inc. (META $525.72)
  • $525.72 P/E (TTM): 25.72X Cap: $1.38T
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• CrowdStrike Holdings Inc. (CRWD $369.58)
  • $369.58 Cap: $99.57B
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• Digital Turbine Inc. (APPS $2.91)
  • $2.91 Cap: $357M
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Q: I have positions in APPS and CRWD which have seen significant declines recently. Would you shift into a large cap name like FB now?
Which ones of these would bounce the most in a recovery?

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Read Answer Asked by Mike on January 27, 2022

• Advanced Micro Devices Inc. (AMD $201.99)
  • $201.99 P/E (TTM): 76.48X Cap: $332.22B
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Q: not sure i get the decline in amd from 164 to 104 in 4 weeks.
great ceo in lisa su, the merger with xilinx should close soon, is this overdone or justified.
would you be a buyer. dave

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Read Answer Asked by david on January 27, 2022

• Estee Lauder Companies Inc. (The) (EL $67.23)
  • $67.23 Cap: $25.23B
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Q: They release their earnings next week. Stock down a lot recently (back to spring '21 levels). Do you think it is already pricing in expected weak earnings (Omicron)? In other words, is it oversold and you would hold (if already long and ignoring other portfolio factors)?

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Read Answer Asked by Doug on January 27, 2022

• Greenlane Renewables Inc. (GRN $0.22)
  • $0.22 P/E (TTM): 23.5X Cap: $35M
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• Danimer Scientific Inc. (DNMR)
  • Cap: $3M
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• Anaergia Inc. (ANRG $2.73)
  • $2.73 Cap: $476M
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Q: I own a 1/3 position of each of the following: ANRG, GRN, and DNMR, and considering adding a little more to my environmental sector stocks. Your thoughts on these companies and is now a good time to do this? If so, do you like adding to all the above, or something else?

Thx again.

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Read Answer Asked by Henry on January 27, 2022

• Veeva Systems Inc. Class A (VEEV $172.59)
  • $172.59 P/E (TTM): 36.11X Cap: $29.11B
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Q: I am down 25% on this investment. Wondering what your thoughts are in this market, and going forward. Hold on, or move on? TIA

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Read Answer Asked by Steven on January 27, 2022

• Carriage Services Inc. (CSV $44.62)
  • $44.62 P/E (TTM): 13.29X Cap: $708M
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Q: Hi Team, CSV has come down quite a bit from the high of $66 it reached after its last earnings release. Now around $50. Do you like it today?

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Read Answer Asked by Ken on January 27, 2022

• Apple Inc. (AAPL $248.80)
  • $248.80 P/E (TTM): 31.83X Cap: $3.71T
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• Alphabet Inc. (GOOG $273.76)
  • $273.76 P/E (TTM): 27.66X Cap: $3.39T
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• Microsoft Corporation (MSFT $356.77)
  • $356.77 P/E (TTM): 23.95X Cap: $2.71T
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Q: With the upcoming rate hikes, when would be the best time to take a position in big tech?

Also, GOOG or GOOGL?

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Read Answer Asked by Brett on January 27, 2022

• AbbVie Inc. (ABBV $209.40)
  • $209.40 P/E (TTM): 86.83X Cap: $373.42B
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• Johnson & Johnson (JNJ $240.45)
  • $240.45 P/E (TTM): 21.34X Cap: $576.23B
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Q: Want to trade JNJ out of my US dividend growth portfolio (retired, live on divys) as to not be in a complicated tax situation when the company splits up. What is a good trade for JNJ? Dividend amount and growth is important. Thanks Ron

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Read Answer Asked by Ronald on January 27, 2022

• United Rentals Inc. (URI $734.30)
  • $734.30 P/E (TTM): 18.96X Cap: $46.67B
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Q: Hi,
United Rentals, Inc. (NYSE:URI) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its shares. The company intends to complete the repurchase program in 2022.

is the time to buy United Rentals URI
thanks
jean guy

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Read Answer Asked by Jean Guy on January 27, 2022

• Goldman Sachs Group Inc. (The) (GS $802.89)
  • $802.89 P/E (TTM): 16.2X Cap: $242.67B
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• Morgan Stanley (MS $158.39)
  • $158.39 P/E (TTM): 16.09X Cap: $258.39B
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Q: Would you prefer Morgan Stanley or Goldman Sachs today.
Thank You,
Barry

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Read Answer Asked by Barry on January 27, 2022

• Teradyne Inc. (TER $295.61)
  • $295.61 P/E (TTM): 87.59X Cap: $46.55B
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Q: Your thoughts on the large drop. I do hold the stock and have some cash for stock picking when things settle out. Is this an opportunity or better use of money elsewhere.

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Read Answer Asked by Dale on January 27, 2022

• Apple Inc. (AAPL $248.80)
  • $248.80 P/E (TTM): 31.83X Cap: $3.71T
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Hi Team,
SQ is being hit extra hard again today, apparantly in big part to Apple coming out with their ability to allow essentially turn their iphone into a payments terminal. Is this real bad news for SQ? Or is the reaction today overblown? Should I be selling SQ ? Or should I hold on to it here? The selling has been relentless, as with many names. Thanks

Shane.

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Read Answer Asked by Shane on January 27, 2022

• Apple Inc. (AAPL $248.80)
  • $248.80 P/E (TTM): 31.83X Cap: $3.71T
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• PayPal Holdings Inc. (PYPL $43.59)
  • $43.59 P/E (TTM): 8.41X Cap: $41.61B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Hi- interested in your thoughts on the Apple move to direct payments through the Iphone. This would seem to be a real headwind for competitors like SQ and PYPL and others? Between SQ and PYPL which would you choose for best growth forward?

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Read Answer Asked by Scott on January 27, 2022

• Tesla Inc. (TSLA $361.83)
  • $361.83 P/E (TTM): 352.64X Cap: $1.39T
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Q: What do you think of their latest results ? And what do you think of the company going forward ? Thanks.

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Read Answer Asked by Norman on January 27, 2022

• Deere & Company (DE $566.64)
  • $566.64 P/E (TTM): 32.09X Cap: $156.98B
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• NextEra Energy Inc. (NEE $91.40)
  • $91.40 P/E (TTM): 27.34X Cap: $189.93B
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• Enbridge Inc. (ENB $75.83)
  • $75.83 P/E (TTM): 28.43X Cap: $164.74B
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• Sun Life Financial Inc. (SLF $85.26)
  • $85.26 P/E (TTM): 14.08X Cap: $48B
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• Dollarama Inc. (DOL $166.76)
  • $166.76 P/E (TTM): 39.61X Cap: $46.08B
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• Nutrien Ltd. (NTR $105.04)
  • $105.04 P/E (TTM): 33.72X Cap: $49.31B
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Q: Countering inflation, can you recommend your favourite 6 companies in Canada and the US with pricing power (dividend payers would be appreciated) Thanks!

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Read Answer Asked by Michael on January 27, 2022

• Twitter Inc. (TWTR)
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• Pinterest Inc. Class A (PINS $17.76)
  • $17.76 P/E (TTM): 31.02X Cap: $11.94B
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Q: TWTR or PINS: Which is your preference? Why? Risk is a non issue.

Thank you for your service!

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Read Answer Asked by Ozzie on January 27, 2022

• Qorvo Inc. (QRVO $77.35)
  • $77.35 P/E (TTM): 21.67X Cap: $7.47B
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• International Business Machines Corporation (IBM $236.34)
  • $236.34 P/E (TTM): 22.28X Cap: $226.69B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $98.72)
  • $98.72 P/E (TTM): 13.61X Cap: $21.63B
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• Open Text Corporation (OTEX $29.95)
  • $29.95 P/E (TTM): 13.68X Cap: $7.72B
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• Lumentum Holdings Inc. (LITE $702.73)
  • $702.73 P/E (TTM): 214.4X Cap: $49.18B
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• Kulicke and Soffa Industries Inc. (KLIC $64.68)
  • $64.68 Cap: $3.38B
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• MKS Inc. (MKSI $223.18)
  • $223.18 P/E (TTM): 53.9X Cap: $15.15B
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• Dropbox Inc (DBX $22.15)
  • $22.15 P/E (TTM): 13.13X Cap: $5.43B
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• Science Applications International Corporation (SAIC $97.26)
  • $97.26 P/E (TTM): 12.42X Cap: $4.18B
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• VMware Inc. Class A (VMW)
  • P/E (TTM): 45.39X Cap: $68.96B
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• Dell Technologies Inc. Class C (DELL $171.81)
  • $171.81 P/E (TTM): 21.49X Cap: $113.53B
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• Gartner Inc. (IT $155.42)
  • $155.42 P/E (TTM): 16.85X Cap: $11.03B
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• ZoomInfo Technologies Inc. (ZI)
  • P/E (TTM): 116.87X Cap: $3.52B
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• Ziff Davis Inc. (ZD $41.64)
  • $41.64 P/E (TTM): 37.69X Cap: $1.63B
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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

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Read Answer Asked by cal on January 27, 2022

• TE Connectivity plc (TEL $202.14)
  • $202.14 P/E (TTM): 28.93X Cap: $59.62B
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Q: Hi team,

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

Thanks,

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Read Answer Asked by Sam on January 27, 2022

• Meta Platforms Inc. (META $525.72)
  • $525.72 P/E (TTM): 25.72X Cap: $1.38T
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• Alphabet Inc. (GOOG $273.76)
  • $273.76 P/E (TTM): 27.66X Cap: $3.39T
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• QUALCOMM Incorporated (QCOM $127.11)
  • $127.11 P/E (TTM): 25.88X Cap: $139.28B
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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

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Read Answer Asked by Tyler on January 27, 2022