Investment Q&A

• Apple Inc. (AAPL $251.28)
  • $251.28 P/E (TTM): 37.84X Cap: $3.67T
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• Amazon.com Inc. (AMZN $213.13)
  • $213.13 P/E (TTM): 32.86X Cap: $2.28T
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• Meta Platforms Inc. (META $713.39)
  • $713.39 P/E (TTM): 26.04X Cap: $1.78T
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• Alphabet Inc. (GOOG $253.23)
  • $253.23 P/E (TTM): 26.83X Cap: $3.04T
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• Microsoft Corporation (MSFT $514.09)
  • $514.09 P/E (TTM): 37.64X Cap: $3.80T
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• NVIDIA Corporation (NVDA $182.77)
  • $182.77 P/E (TTM): 51.23X Cap: $4.41T
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Q: Hi,
Can you please rate these separately for highest growth and lowest risk. 5-10 year hold.
Thanks

Upvote 0

Read Answer Asked by Marco on November 09, 2021

• Apple Inc. (AAPL $251.28)
  • $251.28 P/E (TTM): 37.84X Cap: $3.67T
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• Meta Platforms Inc. (META $713.39)
  • $713.39 P/E (TTM): 26.04X Cap: $1.78T
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• Alphabet Inc. (GOOG $253.23)
  • $253.23 P/E (TTM): 26.83X Cap: $3.04T
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• Microsoft Corporation (MSFT $514.09)
  • $514.09 P/E (TTM): 37.64X Cap: $3.80T
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• NVIDIA Corporation (NVDA $182.77)
  • $182.77 P/E (TTM): 51.23X Cap: $4.41T
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• Constellation Software Inc. (CSU $3,839.43)
  • $3,839.43 P/E (TTM): 96.79X Cap: $81.70B
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Q: I already own GOOG and FB.

I wanted to add one more stock among AAPL MSFT CSU NVDA

If I had to choose one, which one would you choose among these ?

Upvote 0

Read Answer Asked by HARRY on November 09, 2021

• Amazon.com Inc. (AMZN $213.13)
  • $213.13 P/E (TTM): 32.86X Cap: $2.28T
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• Alphabet Inc. (GOOGL $252.54)
  • $252.54 P/E (TTM): 26.76X Cap: $3.04T
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• NVIDIA Corporation (NVDA $182.77)
  • $182.77 P/E (TTM): 51.23X Cap: $4.41T
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• PayPal Holdings Inc. (PYPL $66.95)
  • $66.95 P/E (TTM): 14.59X Cap: $63.10B
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• Visa Inc. (V $341.82)
  • $341.82 P/E (TTM): 33.76X Cap: $650.65B
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• Bank of Nova Scotia (The) (BNS $89.62)
  • $89.62 P/E (TTM): 17.42X Cap: $111.63B
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• Sun Life Financial Inc. (SLF $84.84)
  • $84.84 P/E (TTM): 15.97X Cap: $48.72B
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• Constellation Software Inc. (CSU $3,839.43)
  • $3,839.43 P/E (TTM): 96.79X Cap: $81.70B
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• Brookfield Renewable Partners L.P. (BEP.UN $39.89)
  • $39.89 Cap: $26.55B
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• Descartes Systems Group Inc. (The) (DSG $135.36)
  • $135.36 P/E (TTM): 57.35X Cap: $11.48B
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• Enghouse Systems Limited (ENGH $20.35)
  • $20.35 P/E (TTM): 15.26X Cap: $1.11B
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• Kinaxis Inc. (KXS $180.54)
  • $180.54 P/E (TTM): 149.76X Cap: $5.14B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $222.00)
  • $222.00 P/E (TTM): 87.96X Cap: $285.99B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $89.46)
  • $89.46 P/E (TTM): 36.99X Cap: $10.38B
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• Berkshire Hathaway Inc. (BRK.B $492.09)
  • $492.09 P/E (TTM): 17.01X Cap: $1.05T
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.55)
  • $15.55 Cap: $2.15B
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• Pinterest Inc. Class A (PINS $32.29)
  • $32.29 P/E (TTM): 11.91X Cap: $22.15B
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• Airbnb Inc. (ABNB $125.73)
  • $125.73 P/E (TTM): 30.23X Cap: $76.36B
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• Topicus.com Inc. (TOI $139.18)
  • $139.18 P/E (TTM): 64.88X Cap: $11.35B
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Q: Hello
Could you please rank your top 10 companies from the list above. Ones that you would be happy to own at a full position. Thank you!

Upvote 0

Read Answer Asked by Cory on November 08, 2021

• NVIDIA Corporation (NVDA $182.77)
  • $182.77 P/E (TTM): 51.23X Cap: $4.41T
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• The AES Corporation (AES $14.52)
  • $14.52 P/E (TTM): 10.49X Cap: $10.55B
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• Wells Fargo & Company (WFC $83.54)
  • $83.54 P/E (TTM): 14.83X Cap: $269.08B
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• Advanced Micro Devices Inc. (AMD $233.25)
  • $233.25 P/E (TTM): 137.76X Cap: $380.65B
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• CI Global Alpha Innovators Corporate Class A (CIG203 $129.90)
  • $129.90 P/E (TTM): 22.7X Cap: $963M
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• Fidelity Global Innovators Class Series F5 (FID5983 $72.43)
  • $72.43 P/E (TTM): 18.7X
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• Galaxy Digital Inc. Class A common stock (GLXY $53.24)
  • $53.24 Cap: $21.10B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.55)
  • $15.55 Cap: $2.15B
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Q: Which one do you prefer or both? Your opinion is much appreciated, Thanks

Upvote 0

Read Answer Asked by Saad on November 08, 2021

• Amazon.com Inc. (AMZN $213.13)
  • $213.13 P/E (TTM): 32.86X Cap: $2.28T
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• Alphabet Inc. (GOOG $253.23)
  • $253.23 P/E (TTM): 26.83X Cap: $3.04T
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• Microsoft Corporation (MSFT $514.09)
  • $514.09 P/E (TTM): 37.64X Cap: $3.80T
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• NVIDIA Corporation (NVDA $182.77)
  • $182.77 P/E (TTM): 51.23X Cap: $4.41T
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• C3.ai Inc. Class A (AI $17.72)
  • $17.72 Cap: $2.48B
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Q: In 5i's opinion, if you had to choose, which would you see as being your top 5 most promising AI companies?

Upvote 0

Read Answer Asked by James on November 08, 2021

• Applied Materials Inc. (AMAT $225.09)
  • $225.09 P/E (TTM): 27.13X Cap: $181.41B
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• KLA Corporation (KLAC $1,101.38)
  • $1,101.38 P/E (TTM): 35.79X Cap: $144.99B
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• Lam Research Corporation (LRCX $142.00)
  • $142.00 P/E (TTM): 34.89X Cap: $180.18B
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• NVIDIA Corporation (NVDA $182.77)
  • $182.77 P/E (TTM): 51.23X Cap: $4.41T
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• ASML Holding N.V. (ASML $1,023.48)
  • $1,023.48 P/E (TTM): 45.17X Cap: $400.98B
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Q: I've been lucky enough to own NVDA in the last year. Its now 4% of my portfolio. I'm considering buying a semi supplier like AMAT, LRCX,ASML, etc. What do you think? is it too much to own NVDA and a supplier? if so, which would you suggest?

Upvote 0

Read Answer Asked by Graeme on November 08, 2021

• Meta Platforms Inc. (META $713.39)
  • $713.39 P/E (TTM): 26.04X Cap: $1.78T
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• NVIDIA Corporation (NVDA $182.77)
  • $182.77 P/E (TTM): 51.23X Cap: $4.41T
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: What are some safer ways to gain exposure to the emerging Metaverse theme?

Upvote 0

Read Answer Asked by Gerry on November 05, 2021

• Alphabet Inc. (GOOG $253.23)
  • $253.23 P/E (TTM): 26.83X Cap: $3.04T
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• NVIDIA Corporation (NVDA $182.77)
  • $182.77 P/E (TTM): 51.23X Cap: $4.41T
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• Booking Holdings Inc. (BKNG $5,030.00)
  • $5,030.00 P/E (TTM): 35.42X Cap: $160.50B
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• Arista Networks Inc. (ANET $142.83)
  • $142.83 P/E (TTM): 56.23X Cap: $183.51B
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• CrowdStrike Holdings Inc. (CRWD $482.80)
  • $482.80 Cap: $121.01B
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• Digital Turbine Inc. (APPS $6.51)
  • $6.51 Cap: $756M
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Q: Good Morning

Could you please provide your top 6 US picks regardless of sector.

Thank you

Upvote 0

Read Answer Asked by Marty on November 05, 2021

• NVIDIA Corporation (NVDA $182.77)
  • $182.77 P/E (TTM): 51.23X Cap: $4.41T
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Q: Just trimmed my nvda (makes up for my lspd & mrna positions)

What % would you recommend keeping NVDA at?

Thanks for all your support.
Mark

Upvote 0

Read Answer Asked by Mark on November 05, 2021

• NVIDIA Corporation (NVDA $182.77)
  • $182.77 P/E (TTM): 51.23X Cap: $4.41T
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• QUALCOMM Incorporated (QCOM $163.00)
  • $163.00 P/E (TTM): 15.75X Cap: $177.04B
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• Advanced Micro Devices Inc. (AMD $233.25)
  • $233.25 P/E (TTM): 137.76X Cap: $380.65B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $297.32)
  • $297.32 P/E (TTM): 41.89X Cap: $1.55T
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Q: Is there a reason why TSM has been flat while other semi's like NVDA, AMD, AVGO have been on fire. I wanted to buy NVDA but missed the recent move higher and looking for another semi that will catch up to these other names. Is TSM a good candidate? Thanks!

Upvote 0

Read Answer Asked by Keith on November 04, 2021

• NVIDIA Corporation (NVDA $182.77)
  • $182.77 P/E (TTM): 51.23X Cap: $4.41T
  • View NVDA Profile
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• QUALCOMM Incorporated (QCOM $163.00)
  • $163.00 P/E (TTM): 15.75X Cap: $177.04B
  • View QCOM Profile
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• Advanced Micro Devices Inc. (AMD $233.25)
  • $233.25 P/E (TTM): 137.76X Cap: $380.65B
  • View AMD Profile
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• Marvell Technology Inc. (MRVL $87.28)
  • $87.28 Cap: $76.06B
  • View MRVL Profile
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $297.32)
  • $297.32 P/E (TTM): 41.89X Cap: $1.55T
  • View TSM Profile
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• VanEck Vectors Semiconductor ETF (SMH $341.35)
  • $341.35 P/E (TTM): 34.16X Cap: $32.76B
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Q: I am holding a small position in TSM that is currently at a 2% loss. The share price has been trading sideways for some time. I also own SMH which has TSM as one it's top holdings. I am inclined to sell TSM and use the money for something else. I plan to keep holding SMH which has made good gains for me. Both are in the same taxable margin account. Should I keep holding TSM for the longer term, or should I let it go? I am also holding MRVL, AMD, QCOM and NVDA for the long term.

Upvote 0

Read Answer Asked by Maureen on November 04, 2021

• Alphabet Inc. (GOOG $253.23)
  • $253.23 P/E (TTM): 26.83X Cap: $3.04T
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• NVIDIA Corporation (NVDA $182.77)
  • $182.77 P/E (TTM): 51.23X Cap: $4.41T
  • View NVDA Profile
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• Xylem Inc. New (XYL $145.62)
  • $145.62 P/E (TTM): 37.96X Cap: $35.25B
  • View XYL Profile
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• MEDIFAST INC (MED $12.98)
  • $12.98 P/E (TTM): 39.91X Cap: $141M
  • View MED Profile
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• CrowdStrike Holdings Inc. (CRWD $482.80)
  • $482.80 Cap: $121.01B
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• Digital Turbine Inc. (APPS $6.51)
  • $6.51 Cap: $756M
  • View APPS Profile
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• Jacobs Solutions Inc. (J $156.11)
  • $156.11 P/E (TTM): 40.16X Cap: $18.65B
  • View J Profile
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• Palantir Technologies Inc. (PLTR $177.82)
  • $177.82 P/E (TTM): 598.73X Cap: $422.56B
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• Affirm Holdings Inc. (AFRM $68.21)
  • $68.21 P/E (TTM): 608.83X Cap: $22.49B
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Q: Recommendations for USD growth stocks with a 10 year investment horizon please. Thanks

Upvote 0

Read Answer Asked by Peter on November 04, 2021

• NVIDIA Corporation (NVDA $182.77)
  • $182.77 P/E (TTM): 51.23X Cap: $4.41T
  • View NVDA Profile
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Q: Is there a preferred account within which to hold NVDA?

Thanks
Robert

Upvote 0

Read Answer Asked by Robert on November 03, 2021

• Amazon.com Inc. (AMZN $213.13)
  • $213.13 P/E (TTM): 32.86X Cap: $2.28T
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• Alphabet Inc. (GOOG $253.23)
  • $253.23 P/E (TTM): 26.83X Cap: $3.04T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $182.77)
  • $182.77 P/E (TTM): 51.23X Cap: $4.41T
  • View NVDA Profile
  • View Questions on NVDA
• Constellation Software Inc. (CSU $3,839.43)
  • $3,839.43 P/E (TTM): 96.79X Cap: $81.70B
  • View CSU Profile
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  • View Reports on CSU
• Kinaxis Inc. (KXS $180.54)
  • $180.54 P/E (TTM): 149.76X Cap: $5.14B
  • View KXS Profile
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  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $222.00)
  • $222.00 P/E (TTM): 87.96X Cap: $285.99B
  • View SHOP Profile
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  • View Reports on SHOP
• Tesla Inc. (TSLA $437.93)
  • $437.93 P/E (TTM): 251.53X Cap: $1.38T
  • View TSLA Profile
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.55)
  • $15.55 Cap: $2.15B
  • View LSPD Profile
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  • View Reports on LSPD
• CrowdStrike Holdings Inc. (CRWD $482.80)
  • $482.80 Cap: $121.01B
  • View CRWD Profile
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• Digital Turbine Inc. (APPS $6.51)
  • $6.51 Cap: $756M
  • View APPS Profile
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
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• Topicus.com Inc. (TOI $139.18)
  • $139.18 P/E (TTM): 64.88X Cap: $11.35B
  • View TOI Profile
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Q: Please rank the following companies based on future growth in 5-10 years and overall confidence.
Also which companies have the widest moats or even monopolies?
Thanks

Upvote 0

Read Answer Asked by Ben on November 02, 2021

• NVIDIA Corporation (NVDA $182.77)
  • $182.77 P/E (TTM): 51.23X Cap: $4.41T
  • View NVDA Profile
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• CrowdStrike Holdings Inc. (CRWD $482.80)
  • $482.80 Cap: $121.01B
  • View CRWD Profile
  • View Questions on CRWD

Q: These two still look good for tech exposure, with the caveat that they are higher risk?

Upvote 0

Read Answer Asked by Robert on November 02, 2021

• Meta Platforms Inc. (META $713.39)
  • $713.39 P/E (TTM): 26.04X Cap: $1.78T
  • View META Profile
  • View Questions on META
• NVIDIA Corporation (NVDA $182.77)
  • $182.77 P/E (TTM): 51.23X Cap: $4.41T
  • View NVDA Profile
  • View Questions on NVDA
• The Walt Disney Company (DIS $110.96)
  • $110.96 P/E (TTM): 17.48X Cap: $197.55B
  • View DIS Profile
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
  • View MTTR Profile
  • View Questions on MTTR

Q: What's your favourite Metaverse stock? What do you think of Disney as a Metaverse stock? Thanks.

Upvote 0

Read Answer Asked by Norman on November 01, 2021

• Meta Platforms Inc. (META $713.39)
  • $713.39 P/E (TTM): 26.04X Cap: $1.78T
  • View META Profile
  • View Questions on META
• NVIDIA Corporation (NVDA $182.77)
  • $182.77 P/E (TTM): 51.23X Cap: $4.41T
  • View NVDA Profile
  • View Questions on NVDA
• Tencent Holdings Ltd. ADR (TCEHY $79.94)
  • $79.94 P/E (TTM): 29.41X Cap: $742.69B
  • View TCEHY Profile
  • View Questions on TCEHY
• ARK Next Generation Internet ETF (ARKW $169.70)
  • $169.70 P/E (TTM): 55.77X Cap: $2.55B
  • View ARKW Profile
  • View Questions on ARKW
• Immersion Corporation (IMMR $7.03)
  • $7.03 P/E (TTM): 2.63X Cap: $231M
  • View IMMR Profile
  • View Questions on IMMR
• Nextech3D AI Corporation Com (NTAR $0.18)
  • $0.18 Cap: $44M
  • View NTAR Profile
  • View Questions on NTAR
• Unity Software Inc. (U $34.75)
  • $34.75 Cap: $14.66B
  • View U Profile
  • View Questions on U
• BMO MSCI Next Gen Internet Innovation Index ETF (ZINT $32.96)
  • $32.96 P/E (TTM): 12.11X
  • View ZINT Profile
  • View Questions on ZINT
• Roblox Corporation Class A (RBLX $133.21)
  • $133.21 Cap: $93.23B
  • View RBLX Profile
  • View Questions on RBLX

Q: Hello 5i,
Do you think Metaverse is a better investable theme compared to Crypto?
Facebook seems to be allocating capital to Metaverse.
Can you suggest some stocks in US or Canada that give exposure to this theme. Can you suggest any ETFs other than META that invest in this theme? Do you think this is best held in a TFSA or NonReg account?

thanks

Upvote 0

Read Answer Asked by Ian on October 28, 2021

• NVIDIA Corporation (NVDA $182.77)
  • $182.77 P/E (TTM): 51.23X Cap: $4.41T
  • View NVDA Profile
  • View Questions on NVDA
• QUALCOMM Incorporated (QCOM $163.00)
  • $163.00 P/E (TTM): 15.75X Cap: $177.04B
  • View QCOM Profile
  • View Questions on QCOM
• TC Energy Corporation (TRP $72.04)
  • $72.04 P/E (TTM): 17.81X Cap: $75.17B
  • View TRP Profile
  • View Questions on TRP
• Algonquin Power & Utilities Corp. (AQN $8.34)
  • $8.34 Cap: $6.41B
  • View AQN Profile
  • View Questions on AQN
• Parkland Corporation (PKI $39.82)
  • $39.82 P/E (TTM): 23.48X Cap: $6.94B
  • View PKI Profile
  • View Questions on PKI
  • View Reports on PKI
• Roku Inc. (ROKU $94.19)
  • $94.19 Cap: $14.04B
  • View ROKU Profile
  • View Questions on ROKU
• Brookfield Infrastructure Partners LP Limited Partnership Units (BIP $34.31)
  • $34.31 P/E (TTM): 1153.29X Cap: $15.67B
  • View BIP Profile
  • View Questions on BIP
• CrowdStrike Holdings Inc. (CRWD $482.80)
  • $482.80 Cap: $121.01B
  • View CRWD Profile
  • View Questions on CRWD
• Upstart Holdings Inc. (UPST $46.99)
  • $46.99 Cap: $4.59B
  • View UPST Profile
  • View Questions on UPST
• Affirm Holdings Inc. (AFRM $68.21)
  • $68.21 P/E (TTM): 608.83X Cap: $22.49B
  • View AFRM Profile
  • View Questions on AFRM

Q: Q1: I have QCOM for quite some time. I am thing to sell it and buy higher growth NVDA and CRWD. What is your opinion? What other US growth company do you suggest?
Q2: I have PKI and AQN which are going nowhere. I have TRP also which has gained recently but is still down from its high. I am thinking to sell all three and buy higher growth GSY and NVEI. What other CDN growth company do you suggest? What order should I sell PKI, AQN and TRP?
Q3: What growth companies will be impacted positively from high energy prices and higher inflation? Thank you.

Upvote 0

Read Answer Asked by Dev on October 28, 2021

• Alphabet Inc. (GOOG $253.23)
  • $253.23 P/E (TTM): 26.83X Cap: $3.04T
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• NVIDIA Corporation (NVDA $182.77)
  • $182.77 P/E (TTM): 51.23X Cap: $4.41T
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• Sun Life Financial Inc. (SLF $84.84)
  • $84.84 P/E (TTM): 15.97X Cap: $48.72B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $89.46)
  • $89.46 P/E (TTM): 36.99X Cap: $10.38B
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• CrowdStrike Holdings Inc. (CRWD $482.80)
  • $482.80 Cap: $121.01B
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• Digital Turbine Inc. (APPS $6.51)
  • $6.51 Cap: $756M
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• Topicus.com Inc. (TOI $139.18)
  • $139.18 P/E (TTM): 64.88X Cap: $11.35B
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Q: Please list your top 5 absolutely MUST-have stocks, regardless of sector or industry. (feel free to adjust the number of stocks, to more or less than 5 if you want)

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Read Answer Asked by Brian on October 28, 2021

• Costco Wholesale Corporation (COST $936.42)
  • $936.42 P/E (TTM): 68.56X Cap: $410.21B
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• NVIDIA Corporation (NVDA $182.77)
  • $182.77 P/E (TTM): 51.23X Cap: $4.41T
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• Booking Holdings Inc. (BKNG $5,030.00)
  • $5,030.00 P/E (TTM): 35.42X Cap: $160.50B
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• AbbVie Inc. (ABBV $229.69)
  • $229.69 P/E (TTM): 108.24X Cap: $400.77B
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• Home Depot Inc. (The) (HD $391.13)
  • $391.13 P/E (TTM): 26.4X Cap: $385.60B
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• Nike Inc. (NKE $67.68)
  • $67.68 P/E (TTM): 35.11X Cap: $98.80B
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• Verizon Communications Inc. (VZ $40.48)
  • $40.48 P/E (TTM): 9.41X Cap: $170.17B
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• Williams Companies Inc. (The) (WMB $62.27)
  • $62.27 P/E (TTM): 32.21X Cap: $76.36B
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• Walmart Inc. (WMT $107.51)
  • $107.51 P/E (TTM): 40.99X Cap: $848.86B
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• Consumer Staples Select Sector SPDR (XLP $79.56)
  • $79.56 P/E (TTM): 26.55X Cap: $15.97B
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• Consumer Discretionary Select Sector SPDR (XLY $234.12)
  • $234.12 P/E (TTM): 30.71X Cap: $23.68B
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• Vanguard Industrials ETF (VIS $292.94)
  • $292.94 P/E (TTM): 23.75X Cap: $5.92B
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• Industrial Select Sector SPDR (XLI $151.49)
  • $151.49 P/E (TTM): 25.91X Cap: $23.38B
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• BMO Global Consumer Staples Hedged to CAD Index ETF (STPL $24.35)
  • $24.35 P/E (TTM): 22.18X Cap: $30M
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• Vanguard Consumer Staples ETF (VDC $217.00)
  • $217.00 P/E (TTM): 25.49X Cap: $7.67B
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• Vanguard Consumer Discretionary ETF (VCR $385.56)
  • $385.56 P/E (TTM): 27.59X Cap: $6.16B
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• Jacobs Solutions Inc. (J $156.11)
  • $156.11 P/E (TTM): 40.16X Cap: $18.65B
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Q: I have about $100K to invest in the US stock market to bring my portfolio closer to my intended US weighting, and I am looking for some US stock/ETF ideas.

My portfolio is already 25% Technology, and 16.5% Financials. So I don't need suggestions from those sectors. I was considering more VFV, but that has 25% Technology in it already, so maybe an ETF to complement that.

Can you suggest some US stocks that are not in the Technology or Financial sector that you would consider for a US style model portfolio. And also some ETFs holding US stocks that are light in Technology and Financials.

Thanks,
Paul

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Read Answer Asked by Paul on October 26, 2021