Investment Q&A

• Charles River Laboratories International Inc. (CRL $183.70)
  • $183.70 Cap: $9.92B
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Q: Could I have your opinion on Charles River Labs post earnings and resulting 10 % decline .
Thank - you.

Upvote 1

Read Answer Asked by William on November 04, 2021

• Moderna Inc. (MRNA $40.87)
  • $40.87 Cap: $16.70B
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Q: What are your thoughts on Moderna's earnings? Would you advise buy, sell or hold? Thx.

Upvote 0

Read Answer Asked by Erin on November 04, 2021

• STERIS plc (Ireland) (STE $243.81)
  • $243.81 P/E (TTM): 37.6X Cap: $25.93B
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Q: Can I get your analysis of Steris’ most recent earnings report and whether this is a good buying point for a long term hold?

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Read Answer Asked by Dan on November 04, 2021

• Matterport Inc. (MTTR)
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Q: Matterport (MTTR:US) reported on November 3rd and I would value your thoughts on their quarter.

In particular, I am wondering if anything that you saw changed your view of it as an interesting mid-cap (at current prices).

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Read Answer Asked by Ryan on November 04, 2021

• Starbucks Corporation (SBUX $96.07)
  • $96.07 P/E (TTM): 57.08X Cap: $110.47B
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Q: Starbucks seemed to have reported a good quarter in its most recent quarter. What are your thoughts about this company's future growth and outlook? Is it too late to buy?

Thanks. Love this service.

Upvote 0

Read Answer Asked by David C. on November 04, 2021

• Twilio Inc. Class A (TWLO $109.05)
  • $109.05 P/E (TTM): 280.77X Cap: $16.53B
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• Snap Inc. Class A (SNAP $5.12)
  • $5.12 Cap: $10.16B
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• Roku Inc. (ROKU $86.05)
  • $86.05 Cap: $13.61B
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• CrowdStrike Holdings Inc. (CRWD $377.16)
  • $377.16 Cap: $104.71B
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• Datadog Inc. (DDOG $106.73)
  • $106.73 P/E (TTM): 373.94X Cap: $40.57B
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• UiPath Inc. Class A (PATH $12.08)
  • $12.08 P/E (TTM): 28.93X Cap: $6.59B
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Q: Out of the above companies (CRWD, ROKU, SNAP, PATH, DDOG, TWLO) - which do you have the most conviction for? How would you rank them? Are there any of this list that you would avoid?

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Read Answer Asked by Stephen on November 04, 2021

• Exelixis Inc. (EXEL $42.37)
  • $42.37 P/E (TTM): 18.05X Cap: $11.08B
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Q: Can you comment on the recent quarter? The sell off today seems to be overdone, what do you think? Would you buy at this level?

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Read Answer Asked by fwb181 on November 04, 2021

• Generac Holdlings Inc. (GNRC $172.37)
  • $172.37 P/E (TTM): 33.07X Cap: $9.86B
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Q: Would you consider the latest GNRC sell off a buying opportunity?

Upvote 0

Read Answer Asked by David on November 04, 2021

• IDEXX Laboratories Inc. (IDXX $643.59)
  • $643.59 P/E (TTM): 50.16X Cap: $51.33B
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Q: Thoughts on IDXX recent quarterly results?

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Read Answer Asked by Walter on November 04, 2021

• eXp World Holdings Inc. (EXPI $8.43)
  • $8.43 Cap: $1.34B
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Q: Can you please comment on the quarters earning report. Anything worth noting from the conference call (either positive or negative)? Do you still like the prospects of this company moving forward for the long term?

Upvote 0

Read Answer Asked by Justin on November 04, 2021

• Roku Inc. (ROKU $86.05)
  • $86.05 Cap: $13.61B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.76)
  • $12.76 Cap: $1.87B
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• Topicus.com Inc. (TOI $96.23)
  • $96.23 P/E (TTM): 794.3X Cap: $8.14B
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• DigitalOcean Holdings Inc. (DOCN $57.66)
  • $57.66 P/E (TTM): 23.33X Cap: $5.23B
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Q: What crappy news to wake up this a.m. All down substantially pre market

When you consider the results of each of these companies and they were all current holdings at reasonable weightings would you hold, sell, or buy more given the levels they have fallen to and your outlook going forward?

Sheldon

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Read Answer Asked by Sheldon on November 04, 2021

• PayPal Holdings Inc. (PYPL $39.90)
  • $39.90 P/E (TTM): 8.39X Cap: $37.77B
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• Mastercard Incorporated (MA $551.89)
  • $551.89 P/E (TTM): 35.21X Cap: $497.05B
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• Affirm Holdings Inc. (AFRM $59.42)
  • $59.42 P/E (TTM): 89.36X Cap: $20.51B
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Q: Looking to invest in this area what would your recommendations be currently

Upvote 0

Read Answer Asked by mike on November 04, 2021

• QUALCOMM Incorporated (QCOM $136.30)
  • $136.30 P/E (TTM): 29.38X Cap: $159.02B
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• AbbVie Inc. (ABBV $219.02)
  • $219.02 P/E (TTM): 172.26X Cap: $383.71B
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• JPMorgan Chase & Co. (JPM $310.16)
  • $310.16 P/E (TTM): 15.59X Cap: $863.69B
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• Realty Income Corporation (O $63.36)
  • $63.36 P/E (TTM): 56.91X Cap: $57.45B
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• Verizon Communications Inc. (VZ $47.10)
  • $47.10 P/E (TTM): 9.88X Cap: $198.21B
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• Williams Companies Inc. (The) (WMB $67.42)
  • $67.42 P/E (TTM): 35.49X Cap: $81.16B
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Q: I have US funds available to purchase stocks . Can you recommend 6 U.S market traded stocks for an income style portfolio . They can be Canadian stocks with a U.S listing

Thank you

Howard

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Read Answer Asked by Howard on November 04, 2021

• Zillow Group Inc. (Z $54.01)
  • $54.01 Cap: $13.71B
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• eXp World Holdings Inc. (EXPI $8.43)
  • $8.43 Cap: $1.34B
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Q: Hi 5i,

With Zillow dropping the bomb on iBuying, does this mean eXpi should do better since it's more a brokerage than buying and reselling for itself? Or does it mean bad news for the entire industry?

TIA!
Wayne

Upvote 0

Read Answer Asked by Wayne on November 04, 2021

• Invesco High Yield Equity Dividend Achievers ETF (PEY $22.12)
  • $22.12 P/E (TTM): 14.87X Cap: $1.09B
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Q: What do you think of this ETF. It has a pretty good yield and has shown some good dividend growth over the last few years. The management fee is a bit high @ 53bps when compared with other lesser yielding ETF's.

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Read Answer Asked by Gary on November 04, 2021

• Roku Inc. (ROKU $86.05)
  • $86.05 Cap: $13.61B
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Q: Can you comment on ROKU earning results and guidance

Upvote 0

Read Answer Asked by Colum on November 04, 2021

• Fastly Inc. (FSLY $7.96)
  • $7.96 Cap: $1.18B
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Q: Hi 5i,
FSLY reported earnings today and stock is up....How were their earnings and forecast. What does the future look like for them today?
Currently own this stock down -35%. Would you continue to hold ORsell and move on. There are no tax loss benefits to capture.
If sell what would you suggest to replace with in similiar space?
Thx
Jim

Upvote 0

Read Answer Asked by jim on November 04, 2021

• Alphabet Inc. (GOOG $331.33)
  • $331.33 P/E (TTM): 33.63X Cap: $4.01T
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• NVIDIA Corporation (NVDA $171.88)
  • $171.88 P/E (TTM): 44.75X Cap: $4.23T
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• Xylem Inc. New (XYL $139.24)
  • $139.24 P/E (TTM): 35.71X Cap: $34.02B
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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 $10.83)
  • $10.83 P/E (TTM): 550.5X Cap: $122M
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• CrowdStrike Holdings Inc. (CRWD $377.16)
  • $377.16 Cap: $104.71B
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• Digital Turbine Inc. (APPS $4.24)
  • $4.24 Cap: $507M
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• Jacobs Solutions Inc. (J $143.73)
  • $143.73 P/E (TTM): 55.84X Cap: $16.85B
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• Palantir Technologies Inc. (PLTR $130.01)
  • $130.01 P/E (TTM): 375.9X Cap: $332.58B
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• Affirm Holdings Inc. (AFRM $59.42)
  • $59.42 P/E (TTM): 89.36X Cap: $20.51B
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Q: Recommendations for USD growth stocks with a 10 year investment horizon please. Thanks

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Read Answer Asked by Peter on November 04, 2021

• Roku Inc. (ROKU $86.05)
  • $86.05 Cap: $13.61B
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Q: Hi Peter,

ROKU had plummeted after hours. On looking at the earnings, I was surprised that its not as bad at the market is making it out to be.

For one, all key metrics like streaming hours, active accounts and ARPU were all up YOY. So was the Revenue , EBITA and EPS.

It seems the issue is that they missed on revenue when compared to what analysts had forecasted and guided lower for next quarter. From the accounting knowledge I possess, ROKU hardly seems to me like a company that is not growing unless I have become "rusty".
Your brief overview will be highly appreciated.

Thanks,

Upvote 0

Read Answer Asked by ilie on November 04, 2021

• Magnite Inc. (MGNI $11.28)
  • $11.28 P/E (TTM): 28.75X Cap: $1.71B
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Q: Hi, any updated views or news on MGNI! I'm continuing to hold on for the longer term.
I thank-you in advance.! Sam

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Read Answer Asked by sam on November 04, 2021