Investment Q&A

• Fulgent Genetics Inc. (FLGT $23.30)
  • $23.30 Cap: $729M
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Q: Please comment on earnings, did management comment on plans for their cash horde in the call?
Regards greg

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Read Answer Asked by Greg on November 12, 2021

• Conformis Inc. (CFMS)
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Q: What are your thoughts ? Thanks.

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Read Answer Asked by Norman on November 12, 2021

• NVIDIA Corporation (NVDA $187.89)
  • $187.89 P/E (TTM): 45.36X Cap: $4.49T
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• QUALCOMM Incorporated (QCOM $143.21)
  • $143.21 P/E (TTM): 28.37X Cap: $152.18B
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• Sun Life Financial Inc. (SLF $90.56)
  • $90.56 P/E (TTM): 23.48X Cap: $51.21B
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• WSP Global Inc. (WSP $226.71)
  • $226.71 P/E (TTM): 33.08X Cap: $29.09B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $81.43)
  • $81.43 P/E (TTM): 32.33X Cap: $38.56B
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Q: Hi group what 3 stocks and why? would you suggest assuming with are stuck with extreme inflation for the next several years.

Also is it too late to start a position in NVDA and if so can you suggest another chip maker that has more room to run and why so. Thanks for your guidance

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Read Answer Asked by Terence on November 12, 2021

• Bumble Inc. (BMBL $2.67)
  • $2.67 Cap: $314M
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Q: Youch 20% down today, good time to start a position perhaps?

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Read Answer Asked by Danielle on November 11, 2021

• CrowdStrike Holdings Inc. (CRWD $416.09)
  • $416.09 Cap: $104.44B
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• Digital Turbine Inc. (APPS $4.13)
  • $4.13 Cap: $484M
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Q: If you could only pick one for growth which would it be CRWD or APPS and why assuming a high tolerance for risk?

Thanks for your service!

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Read Answer Asked by Ozzie on November 11, 2021

• ZipRecruiter Inc. Class A (ZIP $1.95)
  • $1.95 Cap: $153M
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Q: Thoughts on the quarter? Thanks.

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Read Answer Asked by Marco on November 11, 2021

• ChargePoint Holdings Inc. (CHPT $5.82)
  • $5.82 Cap: $138M
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Q: Should this company benefit from Us spending?

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Read Answer Asked by hal on November 11, 2021

• Digital Turbine Inc. (APPS $4.13)
  • $4.13 Cap: $484M
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• Upstart Holdings Inc. (UPST $31.96)
  • $31.96 P/E (TTM): 127.83X Cap: $3.13B
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Q: Peter; I know your cardinal rule of not to average down but both these seem way out step with their reported earnings and estimates for next year. If you owned them would you nibble a bit ? Thanks. Rod

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Read Answer Asked by Rodney on November 11, 2021

• Realty Income Corporation (O $65.29)
  • $65.29 P/E (TTM): 60.8X Cap: $61.16B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.39)
  • $38.39 P/E (TTM): 99.08X Cap: $5.84B
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• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.53)
  • $13.53 P/E (TTM): 30.35X Cap: $3.90B
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• Cencora Inc. (COR $359.19)
  • $359.19 P/E (TTM): 43.32X Cap: $70.02B
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Q: What are your recommendations for the best US and Canadian REITS for a 5-10 year hold?

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Read Answer Asked by Robert on November 11, 2021

• Lion Electric Company (The) (LEV $0.35)
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• FIGS Inc. Class A (FIGS $10.39)
  • $10.39 P/E (TTM): 102.5X Cap: $1.67B
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Q: Hi, Could you please comment on LEV and Figs earnings. Thank you

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Read Answer Asked by francis on November 11, 2021

• Ginkgo Bioworks Holdings Inc. Class A (DNA $9.12)
  • $9.12 Cap: $545M
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Q: What are your thoughts ? Thanks.

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Read Answer Asked by Norman on November 11, 2021

• Duke Energy Corporation (Holding Company) (DUK $125.16)
  • $125.16 P/E (TTM): 20.24X Cap: $98.53B
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• Brookfield Renewable Partners L.P. (BEP.UN $42.94)
  • $42.94 Cap: $28.72B
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• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
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• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X
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• Boralex Inc. Class A Shares (BLX $26.84)
  • $26.84 Cap: $2.80B
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• Portland General Electric Co (POR $50.90)
  • $50.90 P/E (TTM): 19.64X Cap: $5.81B
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• IDACORP Inc. (IDA $140.98)
  • $140.98 P/E (TTM): 24.7X Cap: $7.44B
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Q: I would like to invest more heavily in power producers that have a higher concentration of hydroelectric power generating stations. What stocks would you recommend in Canada and the US?
Thanks!!

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Read Answer Asked by Grant on November 11, 2021

• Microsoft Corporation (MSFT $399.75)
  • $399.75 P/E (TTM): 25.1X Cap: $2.94T
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• NVIDIA Corporation (NVDA $187.89)
  • $187.89 P/E (TTM): 45.36X Cap: $4.49T
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• QUALCOMM Incorporated (QCOM $143.21)
  • $143.21 P/E (TTM): 28.37X Cap: $152.18B
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• Salesforce Inc. (CRM $187.29)
  • $187.29 P/E (TTM): 25.33X Cap: $172.67B
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Q: I currently own MSFT and NVDA in my technology group. I would like to add one position as a 5% weight in my technology holdings. What large cap stock would you add to compliment MSFT and NVDA as a long term hold.
I already own AMZN and GOOGL under communication sector. Best, Don

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Read Answer Asked by DONALD on November 11, 2021

• Paysafe Limited (PSFE $6.43)
  • $6.43 Cap: $373M
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Q: Hi. Can comment about the earnings report and reasons for the big stock price drop today? Good time to average down, if the time horizon is 5+ years?
Thanks.

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Read Answer Asked by Nghi on November 11, 2021

• SEMrush Holdings Inc. Class A (SEMR $11.81)
  • $11.81 Cap: $1.76B
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Q: This company is recent on the market and has published some results since being a public company. What is your opinion and does it have the potential of becoming much bigger with time? Thanks

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Read Answer Asked by jean on November 11, 2021

• The Walt Disney Company (DIS $107.21)
  • $107.21 P/E (TTM): 15.53X Cap: $186.78B
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Q: Worth looking at buying Disney with the drop this morning or do you think more room to move

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Read Answer Asked by mike on November 11, 2021

• Xometry Inc. (XMTR $57.80)
  • $57.80 Cap: $3.25B
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Q: Thoughts on the future prospects of XMTR and on-demand manufacturing now that earnings are out?

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Read Answer Asked by John on November 11, 2021

Q: QUBT Interesting ! Appreciate your opinion. Thanks

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Read Answer Asked by Kamal on November 11, 2021

• Rivian Automotive Inc. (RIVN $16.28)
  • $16.28 Cap: $20.43B
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Q: Hello Everyone!! Rivian is releasing an IPO ( I don’t know if I said that right ). They make electric trucks. What are your thoughts on the company, and should one wait and see where these stocks go??? Thank you for your great service, Tamara

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Read Answer Asked by Tamara on November 11, 2021

• Tesla Inc. (TSLA $410.88)
  • $410.88 P/E (TTM): 386.52X Cap: $1.54T
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• Lucid Group Inc. (LCID $9.88)
  • $9.88 Cap: $3.21B
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• Rivian Automotive Inc. (RIVN $16.28)
  • $16.28 Cap: $20.43B
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Q: Was wondering if you could provide a comparison between Tesla, Lucid and Rivian on a growth and valuation basis. How do you consider their target markets, operational execution risk, technology advancement, risk, etc. How would you rank them for a 5yr hold and why?

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Read Answer Asked by Husseinali on November 11, 2021