Investment Q&A

• NVIDIA Corporation (NVDA $188.04)
  • $188.04 P/E (TTM): 46.7X Cap: $4.55T
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• Roku Inc. (ROKU $109.75)
  • $109.75 Cap: $16.37B
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• Pinterest Inc. Class A (PINS $25.92)
  • $25.92 P/E (TTM): 8.96X Cap: $17.58B
  • View PINS Profile
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• CrowdStrike Holdings Inc. (CRWD $472.75)
  • $472.75 Cap: $119.90B
  • View CRWD Profile
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Q: Hello 5i,

It is time for the magical orb to let us know where to invest with a 3-5 year time frame. Everything looks foggy and scary with fairies signaling an impending catastrophe. There may be good deals and then again it could be a mirage and all hell will break loose in coming months. Let's put a happy face on and make a few selections.
Please choose your top 10 stocks in US or Canada to buy or add to today.
Cheers,
Debbie and Jerry

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Read Answer Asked by Jerry on April 01, 2021

Q: is this company publicly traded is an IPO coming up

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Read Answer Asked by Karen on April 01, 2021

• GAN Limited (GAN)
  • Cap: $91M
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Q: Thoughts on the recent tumble by GAN? Is it worth holding onto?

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Read Answer Asked by Kyle on March 31, 2021

• AbCellera Biologics Inc. (ABCL $3.38)
  • $3.38 Cap: $1.01B
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• LifeMD Inc. (LFMD $3.41)
  • $3.41 Cap: $192M
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Q: Please comment on results announced by these two companies. What do you think should one do with these companies after these results? Hold, Buy or Sell

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Read Answer Asked by Imtiaz on March 31, 2021

• AppHarvest Inc. (APPH)
  • Cap: $10M
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Q: Can you provide your thoughts on this company and on its fundamentals.

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Read Answer Asked by Paul on March 31, 2021

• Palo Alto Networks Inc. (PANW $185.54)
  • $185.54 P/E (TTM): 118.26X Cap: $130.23B
  • View PANW Profile
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• CrowdStrike Holdings Inc. (CRWD $472.75)
  • $472.75 Cap: $119.90B
  • View CRWD Profile
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Q: I have nearly 200% gains in PANW, with losses to offset, so no tax issues. Wanted to know what you thought of selling PANW and buying CRWD with a 3-5 year time horizon and growth as the objective. Brief reasoning would be appreciated. Thx, John

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Read Answer Asked by John on March 31, 2021

• Affirm Holdings Inc. (AFRM $75.17)
  • $75.17 P/E (TTM): 114.41X Cap: $25.03B
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Q: Opinion on Affirm so far since the IPO? I started a small position and am down 20% and wondering if you see a bottom, or price to take a full position?
Thanks

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Read Answer Asked by Terry on March 31, 2021

• Veeva Systems Inc. Class A (VEEV $224.97)
  • $224.97 P/E (TTM): 43.86X Cap: $36.92B
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Q: Hello Folks:
It appears technology stocks are moving opposite direction to industrials such as Deere, Caterpillar, Cummins etc. which have been very quiet for a number of years.
Is this a normal situation?

Does this mean there is more confidence in this sector and less in technology; or is it because technology has been the go to in times of uncertainty; although I would think these Covid times would have produced more uncertainty with the opposite effect.

Do you feel this trend will continue empowering industrials at the expense of technology such as Amazon, Apple, Microsoft, Google etc.

My specific question is re: Veeva (on a steady downturn) and how you view it's long term prospects.

Thanks for your good work
brian

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Read Answer Asked by Brian on March 31, 2021

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Unity Software Inc. (U $44.60)
  • $44.60 Cap: $19.31B
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Q: I know both of these companies are owned by people answering questions. Both companies have similar potential for upside based on analysts. Which has better potential, less competition and a wider moat.
Thanks
Matthew

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Read Answer Asked by Matthew on March 31, 2021

• Lockheed Martin Corporation (LMT $484.97)
  • $484.97 P/E (TTM): 27.22X Cap: $112.92B
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• 3M Company (MMM $160.62)
  • $160.62 P/E (TTM): 25.83X Cap: $85.61B
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• Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A $22.74)
  • $22.74 P/E (TTM): 11.28X Cap: $1.89B
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• L3Harris Technologies Inc. (LHX $294.30)
  • $294.30 P/E (TTM): 31.79X Cap: $55.26B
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Q: For a long term, conservative, income oriented investor what are your favourite industrial stocks. Three from each of canada and the US would be great.
Many thanks for all the help.
John

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Read Answer Asked by John on March 31, 2021

• Stitch Fix Inc. (SFIX $5.31)
  • $5.31 Cap: $720M
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• Cerence Inc. (CRNC $10.68)
  • $10.68 Cap: $484M
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• Simulations Plus Inc. (SLP $18.15)
  • $18.15 Cap: $367M
  • View SLP Profile
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Q: I would like to add one of these companies to my TFSA. Which one are you most bullish on today?
Thanks

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Read Answer Asked by Curtis on March 30, 2021

• SolarEdge Technologies Inc. (SEDG $29.07)
  • $29.07 Cap: $1.73B
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• Sunrun Inc. (RUN $18.70)
  • $18.70 Cap: $4.42B
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Q: Why Sunrun is dropping so much lately. Currently do you see it as a Hold, or sell and move to other better company. Pls share your thoughts

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Read Answer Asked by Mohit on March 30, 2021

• Warner Bros Discovery Inc Com Ser A (DISCA)
  • P/E (TTM): 16.2X Cap: $12.71B
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• ViacomCBS (VIAC)
  • P/E (TTM): 7.0X
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• CuriosityStream Inc. (CURI $3.82)
  • $3.82 Cap: $227M
  • View CURI Profile
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Q: Hello,
Are VIAC, DISCA and CURI good buy at today's price?
Thanks

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Read Answer Asked by Ed on March 30, 2021

• Butterfly Network Inc. Class A (BFLY $3.84)
  • $3.84 Cap: $964M
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Q: Can you comment on recent results?

Thanks!

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Read Answer Asked by Adam on March 30, 2021

• AT&T Inc. (T $24.94)
  • $24.94 P/E (TTM): 8.04X Cap: $175.88B
  • View T Profile
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Q: hi, can I have your thoughts on AT and T on the NYSE. thx chris

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Read Answer Asked by chris on March 30, 2021

• Discovery Inc. (DISCK)
  • Cap: $59.52B
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• ViacomCBS (VIAC)
  • P/E (TTM): 7.0X
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Q: wow! these two have been hit hard by hedge funds selling ( who were not hedged properly) ..would you buy these at current levels?

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Read Answer Asked by adam on March 30, 2021

• Tricida Inc. (TCDA)
  • P/E (TTM): -0.1X Cap: $7M
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Q: Any thoughts on TCDA? Saw a claim that a hedge fund is buying 2M shares.

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Read Answer Asked by Rick on March 30, 2021

• ViacomCBS (VIAC)
  • P/E (TTM): 7.0X
  • View VIAC Profile
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Q: Hi folks,
I am looking at VIACOM - it's down over 50% since March 22nd - can you give me your opinion as to whether it would be a buy at the current price for a long term hold. Doesn't look like anything has really changed fundamentally with the company other than the hedge funds dumping their stocks.
Thanks

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Read Answer Asked by JOHN on March 30, 2021

• Palantir Technologies Inc. (PLTR $178.60)
  • $178.60 P/E (TTM): 438.52X Cap: $431.02B
  • View PLTR Profile
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Q: Have a 4% position(basically no profit) of PLTR has declined from recent $45 high.You opinion please. Buy more,hold or sell.Thanks for u usual great services & views

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Read Answer Asked by Peter on March 30, 2021

• iShares S&P Global Clean Energy Index Fund (ICLN $16.45)
  • $16.45 P/E (TTM): 40.34X Cap: $1.90B
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Q: Hi, any reason for the decline in the price of this etf since the beginning of the year? Is it a good time to add to my half position? Thanks!

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Read Answer Asked by Keith on March 29, 2021