Investment Q&A

• Apple Inc. (AAPL $260.48)
  • $260.48 P/E (TTM): 32.97X Cap: $3.82T
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• Amazon.com Inc. (AMZN $238.38)
  • $238.38 P/E (TTM): 33.25X Cap: $2.56T
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• Meta Platforms Inc. (META $629.86)
  • $629.86 P/E (TTM): 26.81X Cap: $1.59T
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• Alphabet Inc. (GOOG $315.72)
  • $315.72 P/E (TTM): 29.21X 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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• Netflix Inc. (NFLX $103.01)
  • $103.01 P/E (TTM): 40.73X Cap: $434.92B
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• Evolve FANGMA Index ETF (TECH $20.08)
  • $20.08 P/E (TTM): 28.75X Cap: $105M
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Q: Is there an etf that has google facebook apple and microsoft that trades on tsx in canadian funds.
T Steve

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Read Answer Asked by Stephen on February 03, 2022

• Freeport-McMoRan Inc. (FCX $67.80)
  • $67.80 P/E (TTM): 44.61X Cap: $97.44B
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• Mosaic Company (The) (MOS $24.76)
  • $24.76 P/E (TTM): 14.56X Cap: $7.86B
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• Reliance Inc. (RS $322.20)
  • $322.20 P/E (TTM): 23.06X Cap: $16.46B
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Q: Hi 5iTeam,

I am thinking of putting some money in material sector and would appreciate it if you can recommend 3 US stocks in this sector and your rationale.

Cheers,
H

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Read Answer Asked by Harry on February 03, 2022

• Alphabet Inc. (GOOG $315.72)
  • $315.72 P/E (TTM): 29.21X Cap: $3.83T
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• RH (RH $125.58)
  • $125.58 P/E (TTM): 22.96X Cap: $2.13B
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Q: Two quick questions. GOOG currently make up 6.4% of my total portfolio. Given recent developments, I'm inclined to let it run. At one point would you start to rebalance?

I also hold HD in a registered account and am up >95%. In a recent response to a question, you expressed a strong preference for RH over HD. I note that HD has a beta just over 1, while RH is 2.37. RH's significantly higher beta gives me pause. Given that I am a medium risk-taker, would you suggest I swap HD for RH? Thank you.

Upvote 1

Read Answer Asked by Maureen on February 03, 2022

• AbbVie Inc. (ABBV $207.94)
  • $207.94 P/E (TTM): 88.11X Cap: $367.79B
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• Verizon Communications Inc. (VZ $46.04)
  • $46.04 P/E (TTM): 11.34X Cap: $194.18B
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• Williams Companies Inc. (The) (WMB $72.74)
  • $72.74 P/E (TTM): 33.99X Cap: $88.94B
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Q: With a cash balance in a USD non-registered account, I would like to add a U. S. stock paying at least a 4% dividend. Any suggestions? Thank you.

Upvote 0

Read Answer Asked by Gerald on February 03, 2022

• NVIDIA Corporation (NVDA $188.63)
  • $188.63 P/E (TTM): 38.5X Cap: $4.58T
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• Crocs Inc. (CROX $99.76)
  • $99.76 Cap: $5.01B
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• Digital Turbine Inc. (APPS $2.82)
  • $2.82 Cap: $338M
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Q: Could you please give me 3-4 U.S. stocks you like for growth, regardless of sector and advise also why you like them.
Thank you

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Read Answer Asked by Margaret on February 02, 2022

• Home Depot Inc. (The) (HD $337.34)
  • $337.34 P/E (TTM): 23.71X Cap: $335.99B
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• RH (RH $125.58)
  • $125.58 P/E (TTM): 22.96X Cap: $2.13B
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Q: Morning,

Could you compare HD and RH's fundamentals a bit. What are your thoughts on RH's massive drop and your preference between the two.

thx, M

Upvote 0

Read Answer Asked by Mark on February 02, 2022

• Alphabet Inc. (GOOG $315.72)
  • $315.72 P/E (TTM): 29.21X Cap: $3.83T
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• Alphabet Inc. (GOOGL $317.24)
  • $317.24 P/E (TTM): 29.35X Cap: $3.83T
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Q: Could you explain the difference between GOOG and GOOGL or is there much of a difference. I assume the 20 for 1 stock split applies to both. Thanks.

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Read Answer Asked by Rob on February 02, 2022

• UWM Holdings Corporation Class A (UWMC $3.69)
  • $3.69 P/E (TTM): 32.67X Cap: $5.90B
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Q: What is your opinion of UWMC as a reliable long-term dividend provider? Who are its most prominent Canadian comparables?

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Read Answer Asked by David on February 02, 2022

• Alphabet Inc. (GOOG $315.72)
  • $315.72 P/E (TTM): 29.21X Cap: $3.83T
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Q: Hi Everyone at 5i!!! Any idea what date the stock split for Google shares will take place and would it be better to buy them before or after the split or would it matter??? Thank you for everything you do !!! Cheers, Tamara

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Read Answer Asked by Tamara on February 02, 2022

• Alphabet Inc. (GOOG $315.72)
  • $315.72 P/E (TTM): 29.21X Cap: $3.83T
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Q: What would your best guess as to the price of Google after the 20-1 split? I have been reluctant to buy Google due to high price per share and am now interested, would it be best to buy now at fewer shares or wait until the split and buy more shares? Do you think now or post split?
Cheers, Doug

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Read Answer Asked by Doug on February 02, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.55)
  • $153.55 P/E (TTM): 121.38X Cap: $200.24B
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Q: Can you speak to the downgrade today and the fulfillment issues raised?

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Read Answer Asked by Cory on February 02, 2022

• Intel Corporation (INTC $62.38)
  • $62.38 Cap: $312.73B
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• Advanced Micro Devices Inc. (AMD $245.04)
  • $245.04 P/E (TTM): 92.47X Cap: $399.49B
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Q: Hi,

AMD reported earnings after hours yesterday. The stock was up over 10% after hours.

May I get your take on the results and if you would consider it a buy at these levels?

Thanks

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Read Answer Asked by ilie on February 02, 2022

• PayPal Holdings Inc. (PYPL $45.24)
  • $45.24 P/E (TTM): 8.36X Cap: $41.65B
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Q: It looks like investors are disappointed with Paypal for another quarter. What are your thoughts? Is this a good company that just got ahead of itself in valuation and returning to earth or is there maybe a problem here. I've held shares for about 3 years and wondering if it's time to move on from this name. Thanks!

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Read Answer Asked by Dennis on February 02, 2022

• 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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Q: At this time, is APPS and CRWD similar in their risk/reward profile or is one preferred over the other; I see that CRWD's market cap is almost 10x that of APPS. Can you explain very briefly how APPS generates the majority of it's income.
Thanks!

Upvote 0

Read Answer Asked by Grant on February 02, 2022

• Bausch Health Companies Inc. (BHC $7.77)
  • $7.77 P/E (TTM): 13.02X Cap: $2.89B
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• Stag Industrial Inc. (STAG $38.15)
  • $38.15 P/E (TTM): 26.13X Cap: $7.29B
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• Companhia Siderurgica Nacional S.A. (SID $1.29)
  • $1.29 Cap: $1.71B
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• Grab Holdings Limited (GRAB $3.68)
  • $3.68 Cap: $15.08B
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Q: Please comment on these stocks. Thanks!

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Read Answer Asked by Austin on February 02, 2022

• Nextdoor Holdings Inc. Class A (KIND)
  • Cap: $719M
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Q: Can I please have your opinion on this company? Thinking of adding a small position realizing it is more risky.

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Read Answer Asked by Lois on February 02, 2022

• DocuSign Inc. (DOCU $42.89)
  • $42.89 P/E (TTM): 29.99X Cap: $8.33B
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Q: It looks like 5i has sold DOCU. I've held shares for about 3 years so it's been a great performer for me (although not so much lately). If you can share your thoughts, I'm curious why you've moved on from this name.

Thanks

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Read Answer Asked by Dennis on February 02, 2022

• Coupa Software Incorporated (COUP)
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• Celsius Holdings Inc. (CELH $34.86)
  • $34.86 P/E (TTM): 139.44X Cap: $8.95B
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Q: Which would you choose for growth over the next 1-2 years?

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Read Answer Asked by Rick on February 02, 2022

• Amgen Inc. (AMGN $351.02)
  • $351.02 P/E (TTM): 24.67X Cap: $189.44B
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• Gilead Sciences Inc. (GILD $138.99)
  • $138.99 P/E (TTM): 20.53X Cap: $172.54B
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• AbbVie Inc. (ABBV $207.94)
  • $207.94 P/E (TTM): 88.11X Cap: $367.79B
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Q: Good morning everyone at 5i
I have been thinking of selling gild at a tax loss following their earnings report. Wondering what you would see as a replacement in order to buy back later. And should I buy back later or just keep the replacement. I already own abbievie in this sector.

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Read Answer Asked by joseph on February 02, 2022

• Alphabet Inc. (GOOG $315.72)
  • $315.72 P/E (TTM): 29.21X Cap: $3.83T
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Q: After market closed today,Goog reports big beat on top & bottom line for Q4,plus 20 to 1 split resulting in some 9.26% rise in AH. In this market backdrop is it OK to buy the shares,& if so,nibble or take a personal full position..Txs for u usual great services & views

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Read Answer Asked by Peter on February 02, 2022