Investment Q&A

• Broadcom Inc. (AVGO $331.17)
  • $331.17 P/E (TTM): 71.67X Cap: $1.57T
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• Micron Technology Inc. (MU $413.97)
  • $413.97 P/E (TTM): 35.48X Cap: $461.84B
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• NVIDIA Corporation (NVDA $186.94)
  • $186.94 P/E (TTM): 46.78X Cap: $4.54T
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• MKS Inc. (MKSI $249.42)
  • $249.42 P/E (TTM): 61.14X Cap: $17.39B
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• ASML Holding N.V. (ASML $1,406.87)
  • $1,406.87 P/E (TTM): 63.21X Cap: $553.29B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $368.10)
  • $368.10 P/E (TTM): 52.96X Cap: $1.90T
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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 $2.10)
  • $2.10 P/E (TTM): 37.33X Cap: $256M
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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)
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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 $68.45)
  • $68.45 P/E (TTM): 28.9X Cap: $6.42B
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• ARK Genomic Revolution ETF (ARKG $27.85)
  • $27.85 P/E (TTM): 23.39X Cap: $1.05B
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• ARK Autonomous Technology & Robotics ETF (ARKQ $120.61)
  • $120.61 P/E (TTM): 54.0X Cap: $1.70B
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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 $1.82)
  • $1.82 Cap: $2.53B
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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 $186.94)
  • $186.94 P/E (TTM): 46.78X Cap: $4.54T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.55)
  • $150.55 P/E (TTM): 92.54X Cap: $195.90B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $114.63)
  • $114.63 Cap: $13.23B
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• Roku Inc. (ROKU $82.93)
  • $82.93 Cap: $12.25B
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• CrowdStrike Holdings Inc. (CRWD $411.54)
  • $411.54 Cap: $103.74B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Upstart Holdings Inc. (UPST $30.19)
  • $30.19 P/E (TTM): 162.33X Cap: $2.96B
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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 $97.91)
  • $97.91 P/E (TTM): 14.08X Cap: $122.80B
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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 $27.47)
  • $27.47 P/E (TTM): 16.05X Cap: $157.66B
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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 $9.75)
  • $9.75 P/E (TTM): 12.01X Cap: $922M
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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 $309.37)
  • $309.37 P/E (TTM): 29.48X Cap: $3.76T
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• MEDIFAST INC (MED $10.81)
  • $10.81 P/E (TTM): 557.0X Cap: $119M
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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

• AbbVie Inc. (ABBV $227.50)
  • $227.50 P/E (TTM): 169.8X Cap: $390.39B
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Q: Good Morning Peter & Team

Was looking for a good US name with some growth potential and a strong dividend and read your Aug 27 answer for John. Looked at ABBV today and it is down almost 9% and volume is almost triple the Average. In looking for news I have become confused after finding an Aug 26 article saying "AbbVie stock toppled after reporting its earnings." But it appears it didn't topple end of last week but rather, experienced the sharp decline today.

Should I be buying this on the dip? Or is there reasons to hold off for now? And if so, are there 3 other US names you might recommend which have good growth potential moving forward accompanied by a better than average dividend.

Thanks for all you do.

gm

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Read Answer Asked by Gord on September 01, 2021

• InMode Ltd. (INMD $14.30)
  • $14.30 Cap: $906M
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Q: Thoughts on this one for growth please?

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Read Answer Asked by Gregory on September 01, 2021

• Gap Inc. (The) (GPS)
  • P/E (TTM): 12.16X Cap: $9.20B
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Q: May I please have your opinion on this company for exposure to US consumer sector? The valuation appears to be reasonable, but is the balance sheet strong enough to withstand a major market crisis? Thank you.

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Read Answer Asked by Barbara on September 01, 2021

• PayPal Holdings Inc. (PYPL $39.08)
  • $39.08 P/E (TTM): 7.67X Cap: $35.97B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $11.97)
  • $11.97 Cap: $1.64B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Affirm Holdings Inc. (AFRM $49.76)
  • $49.76 P/E (TTM): 71.87X Cap: $16.57B
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Q: Katapult and other non-bank financials seem to be attracting greater investor attention. Which « have legs » per long-term growth from your perspective?

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Read Answer Asked by David on September 01, 2021

• CrowdStrike Holdings Inc. (CRWD $411.54)
  • $411.54 Cap: $103.74B
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Q: Hi,

Can you please comment on CRWD latest earnings and updated guidance ?
Is your opinion on this title remain bullish ?

Thank you

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Read Answer Asked by Luc on August 31, 2021

• Roku Inc. (ROKU $82.93)
  • $82.93 Cap: $12.25B
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Q: Hi,

I have a position in ROKU, which is currently trading a dollar or two below my cost. My time horizon is roughly 3 years plus. The stock has taken a beating since it announced its quarterly results earlier this month, which I thought were quite good. May I please get your thoughts.

Thanks,

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Read Answer Asked by ilie on August 31, 2021

• Zoom Communications Inc. (ZM $92.24)
  • $92.24 P/E (TTM): 17.93X Cap: $27.31B
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Q: Hi team,

Can you give your thought on the quarter and if you would be a buyer today?

Thanks

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Read Answer Asked by David on August 31, 2021

• Intuit Inc. (INTU $397.96)
  • $397.96 P/E (TTM): 28.94X Cap: $111.27B
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• Target Corporation (TGT $112.69)
  • $112.69 P/E (TTM): 13.72X Cap: $51.89B
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• AGCO Corporation (AGCO $138.93)
  • $138.93 P/E (TTM): 26.99X Cap: $10.33B
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Q: Hi, What is your opinion of these three compagnies?
Would you buy into them now?
Thanks. Jean Guy

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Read Answer Asked by Jean Guy on August 31, 2021

• Sprout Social Inc (SPT $6.87)
  • $6.87 Cap: $406M
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Q: Hi Peter
please comment on SPT Sprout Social on it's Q2 Earnings Call and the Outlook going forward as well is it buyable at the current price since it us over 200% in the last twelve months.
Thanks Ron

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Read Answer Asked by Ron on August 31, 2021

• Traeger Inc. (COOK $0.85)
  • $0.85 Cap: $133M
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Q: Hi 5i team,
Could you provide your thoughts on Cook.us Traeger.Inc
Thank you

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Read Answer Asked by Michael on August 31, 2021