Investment Q&A

• Broadcom Inc. (AVGO $406.54)
  • $406.54 P/E (TTM): 83.89X Cap: $1.92T
  • View AVGO Profile
  • View Questions on AVGO
• Micron Technology Inc. (MU $455.07)
  • $455.07 P/E (TTM): 21.59X Cap: $513.19B
  • View MU Profile
  • View Questions on MU
• NVIDIA Corporation (NVDA $201.68)
  • $201.68 P/E (TTM): 40.48X Cap: $4.90T
  • View NVDA Profile
  • View Questions on NVDA
• MKS Inc. (MKSI $278.59)
  • $278.59 P/E (TTM): 61.9X Cap: $18.75B
  • View MKSI Profile
  • View Questions on MKSI
• ASML Holding N.V. (ASML $1,459.80)
  • $1,459.80 P/E (TTM): 62.54X Cap: $562.63B
  • View ASML Profile
  • View Questions on ASML
• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $370.50)
  • $370.50 P/E (TTM): 51.61X Cap: $1.92T
  • View TSM Profile
  • View Questions on TSM

Q: I own Broadcom and was wondering what tech/semi stocks you would recommend to compliment the name? Thanks!

Upvote 0

Read Answer Asked by Michael on September 02, 2021

• The Honest Company Inc. (HNST $3.38)
  • $3.38 Cap: $379M
  • View HNST Profile
  • View Questions on HNST

Q: What do you think about this for long term hold high risk tolerance?

Upvote 0

Read Answer Asked by Danielle on September 02, 2021

• Smartsheet Inc. Class A (SMAR)
  • View SMAR Profile
  • View Questions on SMAR

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?

Upvote 0

Read Answer Asked by Karim on September 02, 2021

• ARK Innovation ETF (ARKK $79.23)
  • $79.23 P/E (TTM): 42.21X Cap: $6.83B
  • View ARKK Profile
  • View Questions on ARKK
• ARK Genomic Revolution ETF (ARKG $30.79)
  • $30.79 P/E (TTM): 27.48X Cap: $1.20B
  • View ARKG Profile
  • View Questions on ARKG
• ARK Autonomous Technology & Robotics ETF (ARKQ $129.82)
  • $129.82 P/E (TTM): 54.8X Cap: $1.99B
  • View ARKQ Profile
  • View Questions on ARKQ

Q: Which 3 ark investments would you buy today in order of preference for medium length growth

Upvote 0

Read Answer Asked by Ken on September 02, 2021

• Plug Power Inc. (PLUG $2.78)
  • $2.78 Cap: $3.87B
  • View PLUG Profile
  • View Questions on PLUG

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

Upvote 0

Read Answer Asked by Raoul on September 02, 2021

• NVIDIA Corporation (NVDA $201.68)
  • $201.68 P/E (TTM): 40.48X Cap: $4.90T
  • View NVDA Profile
  • View Questions on NVDA
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $179.49)
  • $179.49 P/E (TTM): 135.28X Cap: $234.07B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Aritzia Inc. Subordinate Voting Shares (ATZ $139.93)
  • $139.93 Cap: $16.15B
  • View ATZ Profile
  • View Questions on ATZ
  • View Reports on ATZ
• Roku Inc. (ROKU $116.19)
  • $116.19 P/E (TTM): 199.77X Cap: $17.12B
  • View ROKU Profile
  • View Questions on ROKU
• CrowdStrike Holdings Inc. (CRWD $423.95)
  • $423.95 Cap: $107.51B
  • View CRWD Profile
  • View Questions on CRWD
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • View NVEI Profile
  • View Questions on NVEI
• Upstart Holdings Inc. (UPST $34.57)
  • $34.57 P/E (TTM): 78.79X Cap: $3.30B
  • View UPST Profile
  • View Questions on UPST

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

Upvote 0

Read Answer Asked by Paul on September 02, 2021

• Rio Tinto Plc (RIO $100.15)
  • $100.15 P/E (TTM): 16.4X Cap: $125.78B
  • View RIO Profile
  • View Questions on RIO

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

Upvote 0

Read Answer Asked by Bill on September 02, 2021

• Pfizer Inc. (PFE $27.56)
  • $27.56 P/E (TTM): 20.01X Cap: $156.77B
  • View PFE Profile
  • View Questions on PFE

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

Upvote 0

Read Answer Asked by Peter on September 02, 2021

• TaskUs Inc. (TASK $7.42)
  • $7.42 P/E (TTM): 6.62X Cap: $671M
  • View TASK Profile
  • View Questions on TASK

Q: Did very well ! Bought large at IPO. SELL partially or let it run ? Thanks

Upvote 0

Read Answer Asked by Kamal on September 01, 2021

• Alphabet Inc. (GOOG $339.40)
  • $339.40 P/E (TTM): 30.78X Cap: $4.13T
  • View GOOG Profile
  • View Questions on GOOG
• MEDIFAST INC (MED $10.96)
  • $10.96 Cap: $120M
  • View MED Profile
  • View Questions on MED

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.

Upvote 0

Read Answer Asked by Leo on September 01, 2021

• AbbVie Inc. (ABBV $208.38)
  • $208.38 P/E (TTM): 88.56X Cap: $368.57B
  • View ABBV Profile
  • View Questions on ABBV

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

Upvote 0

Read Answer Asked by Gord on September 01, 2021

• InMode Ltd. (INMD $14.65)
  • $14.65 Cap: $928M
  • View INMD Profile
  • View Questions on INMD

Q: Thoughts on this one for growth please?

Upvote 0

Read Answer Asked by Gregory on September 01, 2021

• Gap Inc. (The) (GPS)
  • P/E (TTM): 12.16X Cap: $9.20B
  • View GPS Profile
  • View Questions on GPS

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.

Upvote 0

Read Answer Asked by Barbara on September 01, 2021

• PayPal Holdings Inc. (PYPL $50.81)
  • $50.81 P/E (TTM): 9.21X Cap: $46.77B
  • View PYPL Profile
  • View Questions on PYPL
• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.27)
  • $13.27 Cap: $1.82B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • View NVEI Profile
  • View Questions on NVEI
• Affirm Holdings Inc. (AFRM $64.50)
  • $64.50 P/E (TTM): 72.63X Cap: $21.48B
  • View AFRM Profile
  • View Questions on AFRM

Q: Katapult and other non-bank financials seem to be attracting greater investor attention. Which « have legs » per long-term growth from your perspective?

Upvote 0

Read Answer Asked by David on September 01, 2021

• CrowdStrike Holdings Inc. (CRWD $423.95)
  • $423.95 Cap: $107.51B
  • View CRWD Profile
  • View Questions on CRWD

Q: Hi,

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

Thank you

Upvote 0

Read Answer Asked by Luc on August 31, 2021

• Roku Inc. (ROKU $116.19)
  • $116.19 P/E (TTM): 199.77X Cap: $17.12B
  • View ROKU Profile
  • View Questions on ROKU

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,

Upvote 0

Read Answer Asked by ilie on August 31, 2021

• Zoom Communications Inc. (ZM $88.02)
  • $88.02 P/E (TTM): 13.98X Cap: $25.93B
  • View ZM Profile
  • View Questions on ZM

Q: Hi team,

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

Thanks

Upvote 0

Read Answer Asked by David on August 31, 2021

• Intuit Inc. (INTU $393.25)
  • $393.25 P/E (TTM): 25.19X Cap: $108.75B
  • View INTU Profile
  • View Questions on INTU
• Target Corporation (TGT $127.84)
  • $127.84 P/E (TTM): 15.02X Cap: $57.89B
  • View TGT Profile
  • View Questions on TGT
• AGCO Corporation (AGCO $118.60)
  • $118.60 P/E (TTM): 11.84X Cap: $8.34B
  • View AGCO Profile
  • View Questions on AGCO

Q: Hi, What is your opinion of these three compagnies?
Would you buy into them now?
Thanks. Jean Guy

Upvote 0

Read Answer Asked by Jean Guy on August 31, 2021

• Sprout Social Inc (SPT $5.52)
  • $5.52 Cap: $328M
  • View SPT Profile
  • View Questions on SPT

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

Upvote 0

Read Answer Asked by Ron on August 31, 2021

• Traeger Inc. (COOK $43.47)
  • $43.47 Cap: $88M
  • View COOK Profile
  • View Questions on COOK

Q: Hi 5i team,
Could you provide your thoughts on Cook.us Traeger.Inc
Thank you

Upvote 0

Read Answer Asked by Michael on August 31, 2021