Investment Q&A

• Atlassian Corporation (TEAM $70.15)
  • $70.15 Cap: $17.65B
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• The Trade Desk Inc. (TTD $22.90)
  • $22.90 P/E (TTM): 24.97X Cap: $10.56B
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• CrowdStrike Holdings Inc. (CRWD $426.45)
  • $426.45 Cap: $107.51B
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• Digital Turbine Inc. (APPS $3.77)
  • $3.77 Cap: $449M
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• Unity Software Inc. (U $25.91)
  • $25.91 Cap: $11.30B
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• Mitek Systems Inc. (MITK $15.09)
  • $15.09 P/E (TTM): 43.29X Cap: $686M
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Q: Could you list in order your thoughts for high growth and long term hold, high risk tolerance.

thanks Dave

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Read Answer Asked by Dave on September 02, 2021

• Amazon.com Inc. (AMZN $246.37)
  • $246.37 P/E (TTM): 34.95X Cap: $2.69T
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• Mastercard Incorporated (MA $516.85)
  • $516.85 P/E (TTM): 31.56X Cap: $464.90B
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• Visa Inc. (V $313.87)
  • $313.87 P/E (TTM): 29.77X Cap: $607.41B
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• Affirm Holdings Inc. (AFRM $65.50)
  • $65.50 P/E (TTM): 77.71X Cap: $21.48B
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Q: What is causing the sell off of Mastercard lately?
What is your outlook on the stock and what would be your entry point ?

Can I also get your view on visa too.
Thank you

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Read Answer Asked by Kristelle on September 02, 2021

• Veeva Systems Inc. Class A (VEEV $168.79)
  • $168.79 P/E (TTM): 30.87X Cap: $27.43B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Affirm Holdings Inc. (AFRM $65.50)
  • $65.50 P/E (TTM): 77.71X Cap: $21.48B
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Q: VEEV has taken a big tumble. I can find this " VEEV slips as burgeoning industry headwinds offset strong Q2", plus several analysts who have raised their target, anywhere from $295 - $340. VEEV is part of my growth portfolio, I'm still up 25%. I have most of the growth stocks talked about regularly, except AFRM and NVEI. Looking at momentum/growth rather than sector, would you warrant a switch from VEEV to one of the others, and if so, which one, considering there would be a currency swap involved in NVEI. Thanks!

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Read Answer Asked by Kim on September 02, 2021

• Chewy Inc. Class A (CHWY $28.33)
  • $28.33 P/E (TTM): 52.92X Cap: $11.46B
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Q: With the drop in the price of Chewy today would it be considered a buy in your opinion?

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Read Answer Asked by BRYAN on September 02, 2021

• Veeva Systems Inc. Class A (VEEV $168.79)
  • $168.79 P/E (TTM): 30.87X Cap: $27.43B
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Q: I don't see anything posted on last night's results so I will ask for your comments on the quarter

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Read Answer Asked by David on September 02, 2021

• Unity Software Inc. (U $25.91)
  • $25.91 Cap: $11.30B
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Q: Gentlemen

The stock is having a huge day, is there any news out that can explain the price action?

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Read Answer Asked by Ronald on September 02, 2021

• Home Depot Inc. (The) (HD $347.86)
  • $347.86 P/E (TTM): 24.55X Cap: $348.01B
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• Lowe's Companies Inc. (LOW $251.84)
  • $251.84 P/E (TTM): 21.24X Cap: $140.97B
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Q: Hi 5i team,

Which one would you recommended at current price? Can you please also share your view on sector level?

Thanks,

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Read Answer Asked by Kirk on September 02, 2021

• Broadcom Inc. (AVGO $396.94)
  • $396.94 P/E (TTM): 85.59X Cap: $1.92T
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• Micron Technology Inc. (MU $440.09)
  • $440.09 P/E (TTM): 21.49X Cap: $513.19B
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• NVIDIA Corporation (NVDA $198.72)
  • $198.72 P/E (TTM): 41.16X Cap: $4.90T
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• MKS Inc. (MKSI $281.72)
  • $281.72 P/E (TTM): 63.9X Cap: $18.75B
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• ASML Holding N.V. (ASML $1,465.92)
  • $1,465.92 P/E (TTM): 64.71X Cap: $562.63B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $367.30)
  • $367.30 P/E (TTM): 52.62X Cap: $1.92T
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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 $3.51)
  • $3.51 Cap: $379M
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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 $78.81)
  • $78.81 P/E (TTM): 42.21X Cap: $6.83B
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• ARK Genomic Revolution ETF (ARKG $31.25)
  • $31.25 P/E (TTM): 27.48X Cap: $1.20B
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• ARK Autonomous Technology & Robotics ETF (ARKQ $129.35)
  • $129.35 P/E (TTM): 54.8X Cap: $1.99B
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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 $2.90)
  • $2.90 Cap: $3.87B
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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 $198.72)
  • $198.72 P/E (TTM): 41.16X Cap: $4.90T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $181.29)
  • $181.29 P/E (TTM): 139.45X Cap: $234.07B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $139.51)
  • $139.51 Cap: $16.15B
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• Roku Inc. (ROKU $116.60)
  • $116.60 P/E (TTM): 207.48X Cap: $17.12B
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• CrowdStrike Holdings Inc. (CRWD $426.45)
  • $426.45 Cap: $107.51B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Upstart Holdings Inc. (UPST $34.30)
  • $34.30 P/E (TTM): 82.31X Cap: $3.30B
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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 $100.08)
  • $100.08 P/E (TTM): 16.47X Cap: $125.78B
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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 $27.78)
  • $27.78 P/E (TTM): 20.26X Cap: $156.77B
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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 $7.22)
  • $7.22 P/E (TTM): 6.68X Cap: $671M
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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 $336.17)
  • $336.17 P/E (TTM): 31.4X Cap: $4.13T
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• MEDIFAST INC (MED $10.90)
  • $10.90 Cap: $120M
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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 $205.84)
  • $205.84 P/E (TTM): 88.3X Cap: $368.57B
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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 $14.73)
  • $14.73 Cap: $928M
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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