Investment Q&A

• Apple Inc. (AAPL $264.58)
  • $264.58 P/E (TTM): 33.49X Cap: $3.88T
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• Starbucks Corporation (SBUX $97.49)
  • $97.49 P/E (TTM): 81.24X Cap: $111.06B
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• Verizon Communications Inc. (VZ $49.25)
  • $49.25 P/E (TTM): 12.13X Cap: $207.72B
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• Walmart Inc. (WMT $122.99)
  • $122.99 Cap: $980.25B
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• BCE Inc. (BCE $35.29)
  • $35.29 P/E (TTM): 5.3X Cap: $32.90B
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• Loblaw Companies Limited (L $67.26)
  • $67.26 P/E (TTM): 10.81X Cap: $80.40B
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• lululemon athletica inc. (LULU $187.30)
  • $187.30 P/E (TTM): 13.03X Cap: $21.01B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $127.25)
  • $127.25 Cap: $14.68B
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• Alimentation Couche-Tard Inc. (ATD.A)
  • P/E (TTM): 9.8X
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• Teck Resources Ltd (TECK $59.40)
  • $59.40 P/E (TTM): 28.85X Cap: $29.01B
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Q: It seems to me that going forward inflation worries are real. Assuming my thesis is correct, I have read that one way for investors to protect their portfolios is to buy companies with "pricing power". What exactly is pricing power and can you give me a list of Canadian and American companies that currently have the most pricing power.

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Read Answer Asked by Les on November 01, 2021

• Apple Inc. (AAPL $264.58)
  • $264.58 P/E (TTM): 33.49X Cap: $3.88T
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• Amazon.com Inc. (AMZN $210.11)
  • $210.11 P/E (TTM): 29.3X Cap: $2.25T
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Q: Group looking more and more that supply issues along with inflation are going to effect the market sooner rather than later. Results from AAPL and AMZN were dismal i own all the major fang stocks is it time to take profits before a correction (at least in this sector) please give me your specific thoughts on the fangs Also your top 3 Cad and top 3 US stocks with moderate risk going fwd...thanks for your guidance

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Read Answer Asked by Terence on November 01, 2021

• Proto Labs Inc. (PRLB $65.37)
  • $65.37 P/E (TTM): 106.81X Cap: $1.54B
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Q: Hello 5i team. Proto got taken out to the wood shed yesterday.Is there a good runway for this company,,,wait another quarter? Or move on . The
anks Mike

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Read Answer Asked by michael on November 01, 2021

• Amazon.com Inc. (AMZN $210.11)
  • $210.11 P/E (TTM): 29.3X Cap: $2.25T
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Q: Please comment on the earning.

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Read Answer Asked by Young on November 01, 2021

• PENN Entertainment Inc. (PENN $13.02)
  • $13.02 Cap: $1.73B
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Q: Now that I have shares in PENN is this a good stock to Hold, Buy more, or Sell?
Thank you for your advice.

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Read Answer Asked by patricia on November 01, 2021

• Meta Platforms Inc. (META $655.66)
  • $655.66 P/E (TTM): 27.91X Cap: $1.65T
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• NVIDIA Corporation (NVDA $189.82)
  • $189.82 P/E (TTM): 47.1X Cap: $4.61T
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• The Walt Disney Company (DIS $105.58)
  • $105.58 P/E (TTM): 15.55X Cap: $187.03B
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• Matterport Inc. (MTTR)
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Q: What's your favourite Metaverse stock? What do you think of Disney as a Metaverse stock? Thanks.

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Read Answer Asked by Norman on November 01, 2021

• Tesla Inc. (TSLA $411.82)
  • $411.82 P/E (TTM): 381.31X Cap: $1.54T
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Q: I just noticed TSLA.NE which is hedged and trades in Canadian dollars. What is the disadvantage to buying these shares instead of the US shares?

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Read Answer Asked by DEBORAH on November 01, 2021

• AbbVie Inc. (ABBV $224.81)
  • $224.81 P/E (TTM): 171.61X Cap: $397.32B
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Q: What one US stock would you recommend for healthy dividend and moderate growth. Any sector is fine. Thanks for your guidance as always.

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Read Answer Asked by Dr Lorraine on November 01, 2021

• Cummins Inc. (CMI $593.28)
  • $593.28 P/E (TTM): 28.88X Cap: $81.97B
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• Ballard Power Systems Inc. (BLDP $2.91)
  • $2.91 Cap: $875M
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• Plug Power Inc. (PLUG $1.87)
  • $1.87 Cap: $2.60B
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• FuelCell Energy Inc. (FCEL $7.68)
  • $7.68 Cap: $366M
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Q: I think electrolysers / electrolysis may be a growth area in the near term. 

Can you suggest some public companies or ETFs  that are in this technology or space? 

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Read Answer Asked by Elliott on October 29, 2021

• Twilio Inc. Class A (TWLO $113.14)
  • $113.14 P/E (TTM): 290.1X Cap: $17.15B
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Q: Hi 5i,

With the recent pull back do you consider TWLO current price ~$280 a good entry point? Do you still like the prospects (i.e.) growth, or is this a falling knife? Will Rising Interest Rates put further pressure on the valuation?

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Read Answer Asked by Dean on October 29, 2021

• Ford Motor Company (F $14.01)
  • $14.01 Cap: $55.89B
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• Tesla Inc. (TSLA $411.82)
  • $411.82 P/E (TTM): 381.31X Cap: $1.54T
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• Lucid Group Inc. (LCID $9.55)
  • $9.55 Cap: $3.09B
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Q: Hi,

Despite chip shortages, I'm considering taking my first position in a vehicle manufacturer. I'm specifically interested first in LCID and second in F. While I expect F to have some very experienced managers/executives/board members, what can you tell me of the people directing LCID? Lots of previous experience and are they up for the task?

C.

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Read Answer Asked by Cameron on October 29, 2021

• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $370.54)
  • $370.54 P/E (TTM): 52.03X Cap: $1.92T
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Q: I was reading this morning about this company doing an ipo today. Can you provide any insight on what you guys think of this company, and at what price-point do you guys think correlates to a good valuation in relation to it's peers?

Thank-you!

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Read Answer Asked by Brian on October 29, 2021

• Twilio Inc. Class A (TWLO $113.14)
  • $113.14 P/E (TTM): 290.1X Cap: $17.15B
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Q: What triggered the huge sell-off today?

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Read Answer Asked by Neil on October 29, 2021

• Mastercard Incorporated (MA $526.41)
  • $526.41 P/E (TTM): 31.87X Cap: $469.45B
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Q: Good day Team can i have your thoughts on Mastercard MA on the earnings and would it be a good entry Thank you . Norm

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Read Answer Asked by Norman on October 29, 2021

• First Trust ISE Cloud Computing Index Fund (SKYY $111.43)
  • $111.43 P/E (TTM): 36.66X Cap: $2.41B
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• Global X Cloud Computing ETF (CLOU $18.93)
  • $18.93 P/E (TTM): 29.08X Cap: $208M
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Q: Which one of these two cloud computing ETFs you would prefer and why?
Thank you!

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Read Answer Asked by Yongwei on October 29, 2021

• Shift4 Payments Inc. Class A (FOUR $58.49)
  • $58.49 P/E (TTM): 27.46X Cap: $5.18B
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Q: Hi 5i,
FOUR share price has been dropping steadily the last several months and today down another -13%....Do you have insights as to whats happening?
How does it compare to SQ and LSPD and would you have any interest in starting a new position here. If so, what price point would be attractive.
Thx
Jim

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Read Answer Asked by jim on October 29, 2021

• Emerson Electric Company (EMR $148.62)
  • $148.62 P/E (TTM): 36.79X Cap: $83.49B
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Q: Can you provide a current comment on Emerson …Looking for your view of its financials and potential return outlook.Kim

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Read Answer Asked by Kim on October 29, 2021

• Cencora Inc. (COR $361.08)
  • $361.08 P/E (TTM): 43.35X Cap: $70.24B
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Q: 3rd quarter FFO.1.39 doesn't look that terrible in short therm, if sequentially could be a bit lower, the med. Long therm show good numbers, the volatility surprise-me.
As usual Thank-you
Dan

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Read Answer Asked by DANIEL on October 29, 2021

• AbbVie Inc. (ABBV $224.81)
  • $224.81 P/E (TTM): 171.61X Cap: $397.32B
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• JPMorgan Chase & Co. (JPM $310.79)
  • $310.79 P/E (TTM): 15.53X Cap: $838.21B
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Q: Have US cash to deploy in a US Spousal RSP. Looking for long term yield, capital appreciation and relative safety. Comparing ABBV vs JPM (acknowledge different sectors). ABBV has high yield/high multiple, JPM ok yield/lower multiple/likely more upside with interest rates. Which is preferred?

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Read Answer Asked by Harry on October 29, 2021

• The Ether Fund (QETH.UN $43.58)
  • $43.58 Cap: $477M
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• Coinbase Global Inc (COIN $171.35)
  • $171.35 P/E (TTM): 38.51X Cap: $45.24B
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Q: I would like to have broad exposure to digital currency . I have COIN and QETH-UN.CA.
Your thoughts on these please . Any other choices you find interesting ?

Many Thanks

Greg

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Read Answer Asked by Greg on October 29, 2021