Investment Q&A

• Deere & Company (DE $585.58)
  • $585.58 P/E (TTM): 34.01X Cap: $160.99B
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• NextEra Energy Inc. (NEE $90.33)
  • $90.33 P/E (TTM): 27.97X Cap: $190.40B
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• Enbridge Inc. (ENB $73.12)
  • $73.12 P/E (TTM): 22.48X Cap: $159.31B
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• Sun Life Financial Inc. (SLF $92.70)
  • $92.70 P/E (TTM): 14.86X Cap: $51.20B
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• Dollarama Inc. (DOL $176.16)
  • $176.16 P/E (TTM): 37.22X Cap: $48.19B
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• Nutrien Ltd. (NTR $100.95)
  • $100.95 P/E (TTM): 34.0X Cap: $49.04B
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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 $19.74)
  • $19.74 P/E (TTM): 29.54X Cap: $10.76B
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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 $80.59)
  • $80.59 P/E (TTM): 21.95X Cap: $7.47B
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• International Business Machines Corporation (IBM $244.10)
  • $244.10 P/E (TTM): 21.33X Cap: $225.38B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $102.10)
  • $102.10 P/E (TTM): 13.58X Cap: $21.75B
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• Open Text Corporation (OTEX $31.47)
  • $31.47 P/E (TTM): 12.93X Cap: $7.68B
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• Lumentum Holdings Inc. (LITE $837.12)
  • $837.12 P/E (TTM): 256.23X Cap: $60.88B
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• Kulicke and Soffa Industries Inc. (KLIC $79.55)
  • $79.55 Cap: $4.18B
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• MKS Inc. (MKSI $269.84)
  • $269.84 P/E (TTM): 62.66X Cap: $18.45B
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• Dropbox Inc (DBX $23.20)
  • $23.20 P/E (TTM): 12.21X Cap: $5.41B
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• Science Applications International Corporation (SAIC $96.56)
  • $96.56 P/E (TTM): 12.28X Cap: $4.25B
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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 $178.05)
  • $178.05 P/E (TTM): 24.78X Cap: $119.14B
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• Gartner Inc. (IT $151.23)
  • $151.23 P/E (TTM): 15.98X Cap: $10.50B
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• ZoomInfo Technologies Inc. (ZI)
  • P/E (TTM): 116.87X Cap: $3.52B
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• Ziff Davis Inc. (ZD $46.10)
  • $46.10 P/E (TTM): 38.5X Cap: $1.64B
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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 $233.64)
  • $233.64 P/E (TTM): 33.77X Cap: $69.50B
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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 $671.27)
  • $671.27 P/E (TTM): 27.01X Cap: $1.67T
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• Alphabet Inc. (GOOG $330.14)
  • $330.14 P/E (TTM): 29.53X Cap: $4.02T
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• QUALCOMM Incorporated (QCOM $133.19)
  • $133.19 P/E (TTM): 26.46X Cap: $141.74B
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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

• XL Fleet Corp. Class A (XL)
  • P/E (TTM): -3.2X Cap: $164M
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Q: Thoughts on this company? Debt? Insider ownership? Revenue? Technology?

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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

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Read Answer Asked by Jacques on January 27, 2022

• SoFi Technologies Inc. (SOFI $18.40)
  • $18.40 P/E (TTM): 44.87X Cap: $22.83B
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• Defiance Digital Revolution ETF (NFTZ)
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Q: I'm considering converting converting some C$ to US$ and picking up one or both of these. Any thoughts on which may perform better for a 12 month timeline ?

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Read Answer Asked by Ric on January 27, 2022

• CrowdStrike Holdings Inc. (CRWD $407.97)
  • $407.97 Cap: $101.06B
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• Telos Corporation (TLS $4.34)
  • $4.34 Cap: $322M
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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.

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Read Answer Asked by Henry on January 27, 2022

• NVIDIA Corporation (NVDA $198.55)
  • $198.55 P/E (TTM): 38.63X Cap: $4.77T
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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

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Read Answer Asked by Steve on January 27, 2022

• Johnson & Johnson (JNJ $239.12)
  • $239.12 P/E (TTM): 21.57X Cap: $578.30B
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• Medtronic plc. (MDT $86.95)
  • $86.95 P/E (TTM): 24.58X Cap: $113.13B
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• Procter & Gamble Company (The) (PG $143.13)
  • $143.13 P/E (TTM): 21.27X Cap: $335.53B
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• Visa Inc. (V $312.17)
  • $312.17 P/E (TTM): 29.05X Cap: $596.58B
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• BCE Inc. (BCE $32.85)
  • $32.85 P/E (TTM): 4.77X Cap: $30.66B
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• Sun Life Financial Inc. (SLF $92.70)
  • $92.70 P/E (TTM): 14.86X Cap: $51.20B
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• Fortis Inc. (FTS $78.14)
  • $78.14 P/E (TTM): 22.48X Cap: $39.90B
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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.

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Read Answer Asked by Tulio on January 26, 2022

• NextEra Energy Inc. (NEE $90.33)
  • $90.33 P/E (TTM): 27.97X Cap: $190.40B
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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 $12.85)
  • $12.85 Cap: $1.71B
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• Digital Turbine Inc. (APPS $3.30)
  • $3.30 Cap: $374M
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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.

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Read Answer Asked by Michael on January 26, 2022

• Invesco Solar ETF (TAN $56.25)
  • $56.25 P/E (TTM): 21.93X Cap: $1.48B
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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 $48.56)
  • $48.56 P/E (TTM): 8.78X Cap: $44.16B
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Q: Your thoughts on PYPL, do you see a recovery anytime soon ? Or am I better to sell it and move elsewhere .

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Read Answer Asked by HARRY on January 26, 2022

• Twilio Inc. Class A (TWLO $129.93)
  • $129.93 P/E (TTM): 621.2X Cap: $18.78B
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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 $671.27)
  • $671.27 P/E (TTM): 27.01X Cap: $1.67T
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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

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Read Answer Asked by Jason on January 26, 2022

• Adobe Inc. (ADBE $242.60)
  • $242.60 P/E (TTM): 13.99X Cap: $95.27B
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• Meta Platforms Inc. (META $671.27)
  • $671.27 P/E (TTM): 27.01X Cap: $1.67T
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• Alphabet Inc. (GOOG $330.14)
  • $330.14 P/E (TTM): 29.53X Cap: $4.02T
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• NVIDIA Corporation (NVDA $198.55)
  • $198.55 P/E (TTM): 38.63X Cap: $4.77T
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• The Trade Desk Inc. (TTD $22.01)
  • $22.01 P/E (TTM): 23.58X Cap: $9.88B
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• Digital Turbine Inc. (APPS $3.30)
  • $3.30 Cap: $374M
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Q: Hello,

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


Thanks!

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Read Answer Asked by Naim on January 26, 2022

• Pinterest Inc. Class A (PINS $19.74)
  • $19.74 P/E (TTM): 29.54X Cap: $10.76B
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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....

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Read Answer Asked by adam on January 26, 2022

• NVIDIA Corporation (NVDA $198.55)
  • $198.55 P/E (TTM): 38.63X Cap: $4.77T
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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

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Read Answer Asked by Dawn on January 26, 2022