Investment Q&A

• Anaplan Inc. (PLAN $63.73)
  • View PLAN Profile
  • View Questions on PLAN

Q: Can I have your opinion on Anaplan?
Thank You, Peter

Upvote 0

Read Answer Asked by Peter on May 15, 2019

• NVIDIA Corporation (NVDA $177.39)
  • $177.39 P/E (TTM): 35.87X Cap: $4.31T
  • View NVDA Profile
  • View Questions on NVDA
• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Box Inc. Class A (BOX $24.02)
  • $24.02 P/E (TTM): 40.12X Cap: $3.32B
  • View BOX Profile
  • View Questions on BOX
• Spotify Technology S.A. (SPOT $488.97)
  • $488.97 Cap: $100.64B
  • View SPOT Profile
  • View Questions on SPOT

Q: Would appreciate your assessment of the merits of continuing to hold half-positions in BOX, NVDA, SQ, and SPOT, in search of above-average returns going forward and comfortable with risk. If you were on the sidelines, would you initiate new positions in any of the holdings, or alternatively are there merits in reducing any of these positions today in favour of more attractive risk/return opportunities in the US technology space (and if so, which tech opportunities have captured your recent favour)? Thanks for excellent services rendered.

Upvote 0

Read Answer Asked by Michael on May 15, 2019

• Xylem Inc. New (XYL $121.26)
  • $121.26 P/E (TTM): 31.24X Cap: $29.48B
  • View XYL Profile
  • View Questions on XYL

Q: Hi Peter and Ryan,
I contributed some money into my RRSP account. I would like to have 5-8 Canadian and US names that I can invest. The investment is for a long term but it is also nice to have some short-term appreciation. Can you please recommend?
Thanks,

Upvote 0

Read Answer Asked by Yiwen on May 15, 2019

Q: I have a position with NVDA and are doing well, but lately it is down quite a bit, but I am still well ahead.
Would you sell or hold this stock

Upvote 0

Read Answer Asked by Ernest on May 15, 2019

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I have a friend late 70 having a comfort zone of having 50% of his wealth in money market fund(during the last 10years has lost money on bonds)
He is interested of very safe 6 US ,$ CAN and 1or 2 INTERNATIONAL ,total of 11-12.stocks for the the other part of his wealth.His income is going to covered from many funds.
I appreciate your advise, ebrahim

Upvote 0

Read Answer Asked by ebrahim on May 14, 2019

• Apple Inc. (AAPL $255.92)
  • $255.92 P/E (TTM): 32.36X Cap: $3.75T
  • View AAPL Profile
  • View Questions on AAPL
• The Boeing Company (BA $208.22)
  • $208.22 P/E (TTM): 83.6X Cap: $163.62B
  • View BA Profile
  • View Questions on BA

Q: Hello,
What are the US and Canadian stocks which are looking more attractive due to the tarrif war. I bought TTD and SQ..on the drop. Can you suggest any others. Also can you give your assessment do you think this increased volatility is a temporary phenomenon.Thanks.

Shyam

Upvote 0

Read Answer Asked by Shyam on May 14, 2019

• Shockwave Medical Inc. (SWAV)
  • P/E (TTM): 85.33X
  • View SWAV Profile
  • View Questions on SWAV

Q: What are your thoughts on SWAV, Shockwave Medical?

Upvote 0

Read Answer Asked by Colin I on May 14, 2019

Q: RWO Global REIT Index...do you see a place in a conservative portfolio ?

Upvote 0

Read Answer Asked by Martin on May 14, 2019

• Micron Technology Inc. (MU $366.24)
  • $366.24 P/E (TTM): 34.97X Cap: $413.02B
  • View MU Profile
  • View Questions on MU
• Vertex Pharmaceuticals Incorporated (VRTX $438.71)
  • $438.71 P/E (TTM): 29.25X Cap: $111.44B
  • View VRTX Profile
  • View Questions on VRTX
• The Boeing Company (BA $208.22)
  • $208.22 P/E (TTM): 83.6X Cap: $163.62B
  • View BA Profile
  • View Questions on BA
• Align Technology Inc. (ALGN $170.60)
  • $170.60 P/E (TTM): 30.52X Cap: $12.21B
  • View ALGN Profile
  • View Questions on ALGN

Q: I have a relatively conservative portfolio with gold, bond and low risk ETF and stock elements. I want to add a little bit higher risk, higher reward portions to it. Can you rank the above four companies?

Upvote 0

Read Answer Asked by Mahdi on May 13, 2019

• Newell Brands Inc. (NWL $3.39)
  • $3.39 Cap: $1.44B
  • View NWL Profile
  • View Questions on NWL

Q: Would you consider Newell Brands a buy at these levels or is it a value trap?

Upvote 0

Read Answer Asked by Dan on May 13, 2019

• Lyft Inc. (LYFT $13.34)
  • $13.34 P/E (TTM): 1.92X Cap: $5.18B
  • View LYFT Profile
  • View Questions on LYFT
• Uber Technologies Inc. (UBER $71.84)
  • $71.84 P/E (TTM): 15.16X Cap: $146.76B
  • View UBER Profile
  • View Questions on UBER

Q: Now that both companies are in public, if you are to pick which one you will buy and why?

Upvote 0

Read Answer Asked by sunday on May 10, 2019

• Uber Technologies Inc. (UBER $71.84)
  • $71.84 P/E (TTM): 15.16X Cap: $146.76B
  • View UBER Profile
  • View Questions on UBER

Q: What are your thoughts on this company and buying stock now or wait for a quarter?

Upvote 0

Read Answer Asked by LARRY on May 10, 2019

• Roku Inc. (ROKU $97.66)
  • $97.66 P/E (TTM): 169.46X Cap: $14.39B
  • View ROKU Profile
  • View Questions on ROKU

Q: Would appreciate your thoughts on Roku Inc.

Upvote 0

Read Answer Asked by ken on May 10, 2019

• Guardant Health Inc. (GH $93.83)
  • $93.83 Cap: $12.30B
  • View GH Profile
  • View Questions on GH

Q: Hi 5i,

GH seems to have had a positive earnings report. Any color commentary you could add to about the company and continued growth? Is now still a good time to buy? I like that it is doing well today in a down market.

TiA!

Upvote 0

Read Answer Asked by Wayne on May 10, 2019

• JX Luxventure Limited (LLL)
  • P/E (TTM): -0.1X Cap: $2M
  • View LLL Profile
  • View Questions on LLL

Q: Hi Team,,

what do you think of LLL?

a good buy at this point?

Thanks!

Upvote 0

Read Answer Asked by Issaku on May 10, 2019

• Hello Group Inc. (MOMO $5.93)
  • $5.93 P/E (TTM): 7.24X Cap: $952M
  • View MOMO Profile
  • View Questions on MOMO
• Invitae Corporation (NVTA)
  • Cap: $5M
  • View NVTA Profile
  • View Questions on NVTA

Q: Would you add to existing position and what would be your max allocation for these two?

Thanks,
Milan

Upvote 0

Read Answer Asked by Milan on May 10, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.39)
  • $12.39 Cap: $1.70B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: I'm currently looking to start a new position and am looking for a company with the potential to add a bit of torque potential to the portfolio. Would LSPD fit the bill as far as a Canadian listing, and are there any US companies that you believe might also provide fit the bill? This is a fairly risk tolerant position.
Thank you

Upvote 0

Read Answer Asked by Mike on May 10, 2019

• Atlassian Corporation (TEAM $68.29)
  • $68.29 Cap: $18.01B
  • View TEAM Profile
  • View Questions on TEAM

Q: I just want to thank you. I had asked for a "swing" Trade and you were bang on with TEAM. What should I watch for in order to shave some of my profit? Again...thank you

Upvote 0

Read Answer Asked by El-ann on May 10, 2019

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Atlassian Corporation (TEAM $68.29)
  • $68.29 Cap: $18.01B
  • View TEAM Profile
  • View Questions on TEAM

Q: Bought Sq at the high last summer, then bought Team at the low. Would you take Team profits to add to Sq. Team is currently at 7% and Sq at 4% of my RRSP portfolio.
Thanks Peter.

Upvote 0

Read Answer Asked by Peter on May 10, 2019

• The Trade Desk Inc. (TTD $22.05)
  • $22.05 P/E (TTM): 24.42X Cap: $10.49B
  • View TTD Profile
  • View Questions on TTD

Q: What action,if any, would you advise based upon TTD's results?
Thank you.

Upvote 0

Read Answer Asked by Peter on May 09, 2019