Investment Q&A

• BRP Inc. Subordinate Voting Shares (DOO $101.66)
  • $101.66 Cap: $7.28B
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• goeasy Ltd. (GSY $136.00)
  • $136.00 P/E (TTM): 9.96X Cap: $2.15B
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• lululemon athletica inc. (LULU $212.17)
  • $212.17 P/E (TTM): 15.02X Cap: $23.75B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $125.25)
  • $125.25 P/E (TTM): 50.79X Cap: $14.43B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $18.83)
  • $18.83 P/E (TTM): 82.17X Cap: $1.82B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• MEDIFAST INC (MED $11.03)
  • $11.03 P/E (TTM): 32.39X Cap: $121M
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• Brookfield Asset Management Inc Class A Limited (BAM $53.76)
  • $53.76 P/E (TTM): 34.34X Cap: $86.58B
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• Trane Technologies plc (TT $378.36)
  • $378.36 P/E (TTM): 29.34X Cap: $83.46B
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• Celsius Holdings Inc. (CELH $51.28)
  • $51.28 P/E (TTM): 442.64X Cap: $13.21B
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Q: What are your 5 favourite growth stocks in the US and CDN outside of Tech?
Thanks

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Read Answer Asked by Curtis on November 06, 2021

• Trane Technologies plc (TT $378.36)
  • $378.36 P/E (TTM): 29.34X Cap: $83.46B
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Q: Now that Trane has reported. Do you have any thoughts on the supply chain issue and whether the company would be worth adding to at this time.
Thanks
Mike

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Read Answer Asked by michael on November 06, 2021

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X
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Q: Do you have any information on the most recent drop in ATVI. Are there bigger issues other than recent employee/management problems. Would you recommend it as a purchase at this time. Thanks

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Read Answer Asked by Ian on November 05, 2021

• Alphabet Inc. (GOOG $326.01)
  • $326.01 P/E (TTM): 31.05X Cap: $3.88T
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Q: Hello, I just realized that the sector classification for Google is now "Communication Services". Do you agree with this classification? I thought it was classified under "Technology". I currently hold Bell and Telus in the Communication Services sector, would you advise that I put Google in the same sector as them? Thank you

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Read Answer Asked by Gervais on November 05, 2021

• Pinterest Inc. Class A (PINS $26.80)
  • $26.80 P/E (TTM): 9.37X Cap: $18.10B
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Q: Would you endorse selling PINS.US and buying back in 30 days?

Thanks for your service?

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Read Answer Asked by Ozzie on November 05, 2021

• Viavi Solutions Inc. (VIAV $17.11)
  • $17.11 P/E (TTM): 309.67X Cap: $4.13B
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Q: VIAV reported decent results but stock is down today (Friday). Do you see anything that would explain this?

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Read Answer Asked on November 05, 2021

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $52.59)
  • $52.59 P/E (TTM): 21.38X Cap: $3.74B
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• iShares Russell 2000 Growth ETF (IWO $339.18)
  • $339.18 P/E (TTM): 22.82X Cap: $13.78B
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• BMO Aggregate Bond Index ETF (ZAG $13.82)
  • $13.82 Cap: $12.29B
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• iShares Core S&P/TSX Capped Composite Index ETF (XIC $51.63)
  • $51.63 P/E (TTM): 13.65X Cap: $22.25B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $41.22)
  • $41.22 P/E (TTM): 15.33X Cap: $1.09B
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• Purpose International Dividend Fund (PID $30.71)
  • $30.71 P/E (TTM): 24.8X Cap: $147M
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• Vanguard FTSE Developed Europe All Cap Index ETF (VE $45.92)
  • $45.92 P/E (TTM): 20.67X Cap: $529M
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• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE $46.10)
  • $46.10 P/E (TTM): 7.49X Cap: $3.31B
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• iShares Biotechnology ETF (IBB $172.26)
  • $172.26 P/E (TTM): 21.3X Cap: $8.65B
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• SPDR S&P 500 ETF Trust (SPY $689.51)
  • $689.51 P/E (TTM): 26.22X Cap: $719.87B
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• INVESCO QQQ Trust (QQQ $620.47)
  • $620.47 P/E (TTM): 30.59X Cap: $414.22B
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Q: What are your top 10 ETF’s to hold forever?
Would you buy them on the US or Canadian markets if available. I know some of the US listed ETF’s are more liquid. Thanks

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Read Answer Asked by Ben on November 05, 2021

• SunPower Corporation (SPWR)
  • Cap: $28M
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Q: Can you comment on SPWR earning please?


Thanks

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Read Answer Asked by Adam on November 05, 2021

• Pinterest Inc. Class A (PINS $26.80)
  • $26.80 P/E (TTM): 9.37X Cap: $18.10B
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Q: Hi 5i Team,
Pls comment on Pinterest future outlook.
It reported earning beat, but MAU still declining.

Would you be comfortable initiating a position of this stock?

Thanks you for great advice.

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Read Answer Asked by Pui on November 05, 2021

• Uber Technologies Inc. (UBER $87.59)
  • $87.59 P/E (TTM): 10.99X Cap: $179.08B
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Q: Is it worth looking at now with latest numbers?

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Read Answer Asked by mike on November 05, 2021

• Endo International plc (ENDP)
  • Cap: $72M
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Q: Since bottoming in Sept, this company has more than doubled its' stock price. Any reason why, and would you recommend it as a buy, sell or hold. Thank you.

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Read Answer Asked by micheal on November 05, 2021

Q: Invesco has an etf with downside hedge, pdhg.
I see it performed well in march 2020. Would you have an opinion on this as part of the more defensive side of portfolio?
Thanks

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Read Answer Asked by Daniel on November 05, 2021

• Meta Platforms Inc. (META $646.06)
  • $646.06 P/E (TTM): 29.26X Cap: $1.63T
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• NVIDIA Corporation (NVDA $185.04)
  • $185.04 P/E (TTM): 46.46X Cap: $4.59T
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• Matterport Inc. (MTTR)
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Q: What are some safer ways to gain exposure to the emerging Metaverse theme?

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Read Answer Asked by Gerry on November 05, 2021

• Alphabet Inc. (GOOG $326.01)
  • $326.01 P/E (TTM): 31.05X Cap: $3.88T
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• NVIDIA Corporation (NVDA $185.04)
  • $185.04 P/E (TTM): 46.46X Cap: $4.59T
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• Booking Holdings Inc. (BKNG $5,445.00)
  • $5,445.00 P/E (TTM): 34.84X Cap: $175.53B
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• Arista Networks Inc. (ANET $123.72)
  • $123.72 P/E (TTM): 49.33X Cap: $155.79B
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• CrowdStrike Holdings Inc. (CRWD $463.87)
  • $463.87 Cap: $120.73B
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• Digital Turbine Inc. (APPS $4.91)
  • $4.91 Cap: $576M
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Q: Good Morning

Could you please provide your top 6 US picks regardless of sector.

Thank you

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Read Answer Asked by Marty on November 05, 2021

• NVIDIA Corporation (NVDA $185.04)
  • $185.04 P/E (TTM): 46.46X Cap: $4.59T
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Q: Just trimmed my nvda (makes up for my lspd & mrna positions)

What % would you recommend keeping NVDA at?

Thanks for all your support.
Mark

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Read Answer Asked by Mark on November 05, 2021

• Maxar Technologies Inc. (MAXR $70.54)
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Q: thoughts please on the quarter?

Thx

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Read Answer Asked by blake on November 05, 2021

• The Walt Disney Company (DIS $114.17)
  • $114.17 P/E (TTM): 16.48X Cap: $203.82B
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Q: DIS has been kind of soft for the last few months, with markets rising. Never mind the details but do you think they have ongoing problems of competition, technology, etc.?? Thanks Jim

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Read Answer Asked by jim on November 05, 2021

• Hercules Capital Inc. (HTGC $18.72)
  • $18.72 P/E (TTM): 10.82X Cap: $3.40B
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Q: Could you comment on this speciality finance company with good dividend thats backs tech-life science

Upvote 1

Read Answer Asked by terrance on November 05, 2021

• Veeva Systems Inc. Class A (VEEV $241.16)
  • $241.16 P/E (TTM): 46.37X Cap: $39.64B
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Q: I'm befuddled about classifying VEEV as in the HealthCare sector. But VEEV" provides industry-specific cloud-based software solutions to address the operating and regulatory challenges of life sciences companies". Seems to me, VEEV is really a software provider and for this reason, I would classify VEEV in the Technology sector. I'm curious what your take is as I want to ensure I get it right for my portfolio analysis....Thanks for you input......Tom

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Read Answer Asked by Tom on November 05, 2021

• PENN Entertainment Inc. (PENN $14.43)
  • $14.43 Cap: $1.92B
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Q: Hi team,

Is PENN still a hold?

Many of my growth stocks are getting hammered after barely missing on some metric (Apps, Roku, MGNI, LSPD), but I am here for the long haul. Would PENN qualify as something to hold on to or should I let it go, given its high debt?

Thanks a bunch for your expert guidance!

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Read Answer Asked by Saeed on November 04, 2021