Investment Q&A

• Sea Limited American Depositary Shares each representing one Class A (SE $126.25)
  • $126.25 P/E (TTM): 169.96X Cap: $74.74B
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• Moderna Inc. (MRNA $32.75)
  • $32.75 Cap: $12.79B
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• Digital Turbine Inc. (APPS $5.38)
  • $5.38 Cap: $603M
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• Pershing Square Tontine Holdings Ltd (PSTH)
  • P/E (TTM): 8.3X
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• Unity Software Inc. (U $45.44)
  • $45.44 Cap: $19.44B
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• AbCellera Biologics Inc. (ABCL $3.72)
  • $3.72 Cap: $1.09B
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• Affirm Holdings Inc. (AFRM $75.99)
  • $75.99 P/E (TTM): 114.61X Cap: $25.08B
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Q: Good morning

This is a mixed bag. For a 3 year period, I am looking for those with most upside potential. Which would you advise to buy more and those to sell in order to buy more.
Thank you

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Read Answer Asked by sam on August 03, 2021

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Thanks to the recent acquisition there was a nice pop in the stock. Is it still good to hold or should I trade out and sit and wait?

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Read Answer Asked by David on August 03, 2021

• Atlassian Corporation (TEAM $161.12)
  • $161.12 Cap: $42.39B
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Q: Could I get your comments on earnings? The stock had quite a pop today (Friday). Thanks!

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Read Answer Asked by William on July 30, 2021

• Amazon.com Inc. (AMZN $232.38)
  • $232.38 P/E (TTM): 32.79X Cap: $2.48T
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Q: Is AMZN a buy today after 5% drop in share price?
Thanks!

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Read Answer Asked by Le on July 30, 2021

• Amazon.com Inc. (AMZN $232.38)
  • $232.38 P/E (TTM): 32.79X Cap: $2.48T
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Q: Would you think today is a good opportunity to add Amazon? Thanks.

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Read Answer Asked by Hua on July 30, 2021

• Pinterest Inc. Class A (PINS $26.13)
  • $26.13 P/E (TTM): 9.01X Cap: $17.65B
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Q: After the drop following the FB earnings i decided to sell pins because i had a feeling the stock would do the same thing after earnings... Do you guys like pinterest this morning under 60$ ? thanks.

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Read Answer Asked by Philippe on July 30, 2021

Q: Can you provide your insights into this company?

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Read Answer Asked by Denis on July 30, 2021

• DigitalOcean Holdings Inc. (DOCN $49.17)
  • $49.17 P/E (TTM): 19.57X Cap: $4.49B
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Q: Would you consider this a small cap growth company? Even though it is losing money, would you recommend investing .

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Read Answer Asked by Howie on July 30, 2021

• Garmin Ltd. (Switzerland) (GRMN $205.00)
  • $205.00 P/E (TTM): 25.06X Cap: $39.42B
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• Intel Corporation (INTC $36.16)
  • $36.16 P/E (TTM): 3635.0X Cap: $158.27B
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• QUALCOMM Incorporated (QCOM $174.77)
  • $174.77 P/E (TTM): 34.88X Cap: $187.17B
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• NextEra Energy Inc. (NEE $80.45)
  • $80.45 P/E (TTM): 25.41X Cap: $167.54B
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• Procter & Gamble Company (The) (PG $144.49)
  • $144.49 P/E (TTM): 20.9X Cap: $337.63B
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Q: I would like to add some companies to my portfolio that pay dividends which are relatively secure and have debt levels that you think are manageable. I'd go so far as to say low debt levels, but that might exclude some companies that you think can manage a bit more debt. If possible, it would be helpful if you could suggest 6 Canadian and 6 American companies that fit the above criteria. Thanks as always for your valued opinion.

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Read Answer Asked by Les on July 30, 2021

• Twilio Inc. Class A (TWLO $140.31)
  • $140.31 P/E (TTM): 361.46X Cap: $21.27B
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• Beyond Inc Com (OSTK)
  • Cap: $760M
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• Pinterest Inc. Class A (PINS $26.13)
  • $26.13 P/E (TTM): 9.01X Cap: $17.65B
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• Mitek Systems Inc. (MITK $10.45)
  • $10.45 P/E (TTM): 55.74X Cap: $478M
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Q: Please comment on the earning reports. Please rank them according to potential upside . And what is a good entry price ? Thanks for your excellent service .

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Read Answer Asked by Lai Kuen on July 30, 2021

• Pinterest Inc. Class A (PINS $26.13)
  • $26.13 P/E (TTM): 9.01X Cap: $17.65B
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Q: Could you please comment on their results and outlook?


Thanks,
Milan

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Read Answer Asked by Milan on July 30, 2021

• Becton Dickinson and Company (BDX $196.12)
  • $196.12 P/E (TTM): 33.62X Cap: $55.97B
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• Stryker Corporation (SYK $354.74)
  • $354.74 P/E (TTM): 46.63X Cap: $135.66B
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Q: Hello

I would like to have your outlook on both BDX and SYK for a long term hold.
BDX has been trading sideways for months. Do you see the stock outperforming by the end of 2021?
SYK - how do you see the company performing? Do you see surgeries picking up with covid cases decreasing ? Is it a good stock to keep ?

thank you

Upvote 0

Read Answer Asked by Kristelle on July 29, 2021

• Uber Technologies Inc. (UBER $81.15)
  • $81.15 P/E (TTM): 10.41X Cap: $168.61B
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• Wheels Up Experience Inc. Class A (UP $0.70)
  • $0.70 Cap: $507M
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Q: Appreciate your view on this company UP

Upvote 1

Read Answer Asked by Indra on July 29, 2021

• Imax Corporation (IMAX $37.72)
  • $37.72 P/E (TTM): 53.5X Cap: $2.02B
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Q: Pls comments on the earnings. How about its long-term outlook? Is it buyable at today's price?

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Read Answer Asked by David on July 29, 2021

• NVIDIA Corporation (NVDA $188.61)
  • $188.61 P/E (TTM): 46.95X Cap: $4.58T
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• The Trade Desk Inc. (TTD $38.12)
  • $38.12 P/E (TTM): 43.03X Cap: $18.43B
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Q: For a 3% position and a 2-3 year hold which would you pick regardless of risk in regards to share appreciation/growth which one of these companies would u pick and why? Thanks for all your work

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Read Answer Asked by Greg on July 29, 2021

• Digital Turbine Inc. (APPS $5.38)
  • $5.38 Cap: $603M
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Q: Hi,
I am looking to take a position in APPS. The stock is down roughly 38% from its high.
I am looking at a 3-5yr time frame and have a high tolerance for risk.
Could you share your thoughts on this stock?
Thanks

Upvote 0

Read Answer Asked by ilie on July 29, 2021

• Aurinia Pharmaceuticals Inc. (AUP $16.76)
  • $16.76 P/E (TTM): 28.95X Cap: $2.20B
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• Aurinia Pharmaceuticals Inc (AUPH $16.28)
  • $16.28 P/E (TTM): 28.95X Cap: $2.14B
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Q: Aurinia: what can you tell me about this company, if anything?

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Read Answer Asked by James on July 29, 2021

• Century Communities Inc. (CCS $59.01)
  • $59.01 P/E (TTM): 8.5X Cap: $1.75B
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• Dream Finders Homes Inc. Class A (DFH $17.91)
  • $17.91 P/E (TTM): 6.19X Cap: $1.66B
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Q: Would appreciate your views on this company and comments on the home building industry in the United States. Thanks

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Read Answer Asked by satish on July 29, 2021

• MKS Inc. (MKSI $163.40)
  • $163.40 P/E (TTM): 39.45X Cap: $10.97B
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Q: MKSI reported earnings July 28. Sell MKSI? Buy more MKSI? Supply chain issues are having an impact on their business.

Thanks!

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Read Answer Asked by WAYNE on July 29, 2021

• Invitae Corporation (NVTA)
  • Cap: $5M
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Q: With declines from highs; is 5i/i2i actively increasing it's position in this stock? I have a small position in my us tfsa, looking to increase with a 3 to 5 year hold. In the medical genetics field, is there something about NVTA product lineup that gives it an edge over competitors?

Upvote 0

Read Answer Asked by Harry on July 29, 2021