Investment Q&A

• Veeva Systems Inc. Class A (VEEV $293.49)
  • $293.49 P/E (TTM): 59.92X Cap: $48.10B
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• DocuSign Inc. (DOCU $70.81)
  • $70.81 P/E (TTM): 54.99X Cap: $14.24B
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• CrowdStrike Holdings Inc. (CRWD $533.92)
  • $533.92 Cap: $133.98B
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Q: Hello Peter,

Following the quarterly results from Docusign Veeva and Crowdstrike, would you consider them worthy of an overweight position?
Appreciate your opinion as always.
Regards
Rajiv

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Read Answer Asked by Rajiv on September 03, 2021

• Strathcona Resources Ltd. (SCR $36.32)
  • $36.32 P/E (TTM): 11.11X Cap: $8B
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Q: Follow up to my previous question. May I ask why you are not recommending it for trading now, even though it is bought by PENN?

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Read Answer Asked by Ron on September 02, 2021

• C3.ai Inc. Class A (AI $15.78)
  • $15.78 Cap: $2.36B
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Q: Hi, Could you please comment on AI earnings. Thank you

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Read Answer Asked by francis on September 02, 2021

• Atlassian Corporation (TEAM $165.00)
  • $165.00 Cap: $46.32B
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• The Trade Desk Inc. (TTD $47.24)
  • $47.24 P/E (TTM): 60.58X Cap: $23.09B
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• CrowdStrike Holdings Inc. (CRWD $533.92)
  • $533.92 Cap: $133.98B
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• Digital Turbine Inc. (APPS $5.92)
  • $5.92 Cap: $682M
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• Unity Software Inc. (U $35.87)
  • $35.87 Cap: $15.15B
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• Mitek Systems Inc. (MITK $9.02)
  • $9.02 P/E (TTM): 27.74X Cap: $411M
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Q: Could you list in order your thoughts for high growth and long term hold, high risk tolerance.

thanks Dave

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Read Answer Asked by Dave on September 02, 2021

• Amazon.com Inc. (AMZN $249.32)
  • $249.32 P/E (TTM): 37.23X Cap: $2.71T
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• Mastercard Incorporated (MA $552.75)
  • $552.75 P/E (TTM): 35.29X Cap: $488.57B
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• Visa Inc. (V $340.30)
  • $340.30 P/E (TTM): 33.28X Cap: $653.56B
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• Affirm Holdings Inc. (AFRM $71.41)
  • $71.41 P/E (TTM): 599.0X Cap: $23.25B
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Q: What is causing the sell off of Mastercard lately?
What is your outlook on the stock and what would be your entry point ?

Can I also get your view on visa too.
Thank you

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Read Answer Asked by Kristelle on September 02, 2021

• Veeva Systems Inc. Class A (VEEV $293.49)
  • $293.49 P/E (TTM): 59.92X Cap: $48.10B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Affirm Holdings Inc. (AFRM $71.41)
  • $71.41 P/E (TTM): 599.0X Cap: $23.25B
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Q: VEEV has taken a big tumble. I can find this " VEEV slips as burgeoning industry headwinds offset strong Q2", plus several analysts who have raised their target, anywhere from $295 - $340. VEEV is part of my growth portfolio, I'm still up 25%. I have most of the growth stocks talked about regularly, except AFRM and NVEI. Looking at momentum/growth rather than sector, would you warrant a switch from VEEV to one of the others, and if so, which one, considering there would be a currency swap involved in NVEI. Thanks!

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Read Answer Asked by Kim on September 02, 2021

• Chewy Inc. Class A (CHWY $33.79)
  • $33.79 P/E (TTM): 91.14X Cap: $14.01B
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Q: With the drop in the price of Chewy today would it be considered a buy in your opinion?

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Read Answer Asked by BRYAN on September 02, 2021

• Veeva Systems Inc. Class A (VEEV $293.49)
  • $293.49 P/E (TTM): 59.92X Cap: $48.10B
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Q: I don't see anything posted on last night's results so I will ask for your comments on the quarter

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Read Answer Asked by David on September 02, 2021

• Unity Software Inc. (U $35.87)
  • $35.87 Cap: $15.15B
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Q: Gentlemen

The stock is having a huge day, is there any news out that can explain the price action?

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Read Answer Asked by Ronald on September 02, 2021

• Home Depot Inc. (The) (HD $383.08)
  • $383.08 P/E (TTM): 25.8X Cap: $376.60B
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• Lowe's Companies Inc. (LOW $237.76)
  • $237.76 P/E (TTM): 19.53X Cap: $132.15B
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Q: Hi 5i team,

Which one would you recommended at current price? Can you please also share your view on sector level?

Thanks,

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Read Answer Asked by Kirk on September 02, 2021

• Broadcom Inc. (AVGO $351.94)
  • $351.94 P/E (TTM): 94.29X Cap: $1.71T
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• Micron Technology Inc. (MU $218.03)
  • $218.03 P/E (TTM): 29.48X Cap: $263.44B
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• NVIDIA Corporation (NVDA $198.69)
  • $198.69 P/E (TTM): 57.69X Cap: $5.02T
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• MKS Inc. (MKSI $137.20)
  • $137.20 P/E (TTM): 36.38X Cap: $9.76B
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• ASML Holding N.V. (ASML $1,030.14)
  • $1,030.14 P/E (TTM): 47.38X Cap: $405.13B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $294.05)
  • $294.05 P/E (TTM): 41.3X Cap: $1.52T
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Q: I own Broadcom and was wondering what tech/semi stocks you would recommend to compliment the name? Thanks!

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Read Answer Asked by Michael on September 02, 2021

• The Honest Company Inc. (HNST $3.33)
  • $3.33 P/E (TTM): 68.2X Cap: $379M
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Q: What do you think about this for long term hold high risk tolerance?

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Read Answer Asked by Danielle on September 02, 2021

• Smartsheet Inc. Class A (SMAR)
  • Cap: $7.90B
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Q: I’ve been holding this for about a year. Share price has recently returned to my cost. Would you keep holding or move on to more exciting opportunities?

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Read Answer Asked by Karim on September 02, 2021

• ARK Innovation ETF (ARKK $83.50)
  • $83.50 P/E (TTM): 39.16X Cap: $8.20B
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• ARK Genomic Revolution ETF (ARKG $29.50)
  • $29.50 P/E (TTM): 22.05X Cap: $1.02B
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• ARK Autonomous Technology & Robotics ETF (ARKQ $118.70)
  • $118.70 P/E (TTM): 59.99X Cap: $1.46B
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Q: Which 3 ark investments would you buy today in order of preference for medium length growth

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Read Answer Asked by Ken on September 02, 2021

• Plug Power Inc. (PLUG $2.52)
  • $2.52 Cap: $3.17B
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Q: I sold XBC to replace it by PLUG.
It is not going anywhere although it got good expectations from analysts.
Should I hold or switch to something else with more potential.
Any suggestion
Raouf

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Read Answer Asked by Raoul on September 02, 2021

• NVIDIA Corporation (NVDA $198.69)
  • $198.69 P/E (TTM): 57.69X Cap: $5.02T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $227.23)
  • $227.23 P/E (TTM): 97.75X Cap: $315.69B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $96.15)
  • $96.15 P/E (TTM): 40.99X Cap: $11.08B
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• Roku Inc. (ROKU $106.10)
  • $106.10 Cap: $15.67B
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• CrowdStrike Holdings Inc. (CRWD $533.92)
  • $533.92 Cap: $133.98B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Upstart Holdings Inc. (UPST $46.24)
  • $46.24 Cap: $4.44B
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Q: I want to add to my growth portfolio.
2 full positions.
What would you recommend today ?
I have light speed and go easy already.
If you could recommend 4 or 5 ideas - that would be great
Thanks
Paul

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Read Answer Asked by Paul on September 02, 2021

• Rio Tinto Plc (RIO $67.89)
  • $67.89 P/E (TTM): 10.15X Cap: $85.14B
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Q: Hi, we have TFSA’s, RRSP’s and non-registered accounts. Where is the best place to hold high dividend US stocks? Thanks, Bill

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Read Answer Asked by Bill on September 02, 2021

• Pfizer Inc. (PFE $24.30)
  • $24.30 P/E (TTM): 13.11X Cap: $140.20B
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Q: On 8/23 FDA gave final approval to PFE re vaccine,and PFE announced acquistion of Tril for $2.26B. Initial spike to $51.36 high,but been dropping since then to close at $46.04 today.Meanwhile C Wood has been buying. Is this a good time to buy? Txs for u usual great services & views

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Read Answer Asked by Peter on September 02, 2021

• TaskUs Inc. (TASK $12.63)
  • $12.63 P/E (TTM): 19.36X Cap: $1.13B
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Q: Did very well ! Bought large at IPO. SELL partially or let it run ? Thanks

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Read Answer Asked by Kamal on September 01, 2021

• Alphabet Inc. (GOOG $278.06)
  • $278.06 P/E (TTM): 27.82X Cap: $3.42T
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• MEDIFAST INC (MED $11.98)
  • $11.98 P/E (TTM): 36.42X Cap: $130M
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Q: Someone has forced you to decide, and says you can only buy MED or GOOG, what do you choose and why?

Thanks for all you do.

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Read Answer Asked by Leo on September 01, 2021