Investment Q&A

• Amazon.com Inc. (AMZN $226.76)
  • $226.76 P/E (TTM): 31.44X Cap: $2.36T
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• Meta Platforms Inc. (META $664.45)
  • $664.45 P/E (TTM): 29.1X Cap: $1.63T
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• Alphabet Inc. (GOOG $303.75)
  • $303.75 P/E (TTM): 30.38X Cap: $3.58T
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• Microsoft Corporation (MSFT $483.98)
  • $483.98 P/E (TTM): 33.88X Cap: $3.53T
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• Netflix Inc. (NFLX $94.00)
  • $94.00 P/E (TTM): 3.95X Cap: $401.65B
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• PayPal Holdings Inc. (PYPL $59.44)
  • $59.44 P/E (TTM): 12.34X Cap: $56.30B
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• Marvell Technology Inc. (MRVL $84.47)
  • $84.47 P/E (TTM): 29.5X Cap: $69.28B
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• T-Mobile US Inc. (TMUS $200.27)
  • $200.27 P/E (TTM): 19.06X Cap: $223B
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• DraftKings Inc. (DKNG $34.19)
  • $34.19 Cap: $16.94B
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• Robinhood Markets Inc. (HOOD $117.16)
  • $117.16 P/E (TTM): 49.75X Cap: $104.12B
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Q: How would you rank these for adding to my TFSA today? They have all been beaten up, but are good stocks. Thanks as always!

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Read Answer Asked by Austin on February 10, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.90)
  • $229.90 P/E (TTM): 142.92X Cap: $290.21B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.58)
  • $16.58 Cap: $2.20B
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• Pinterest Inc. Class A (PINS $26.24)
  • $26.24 P/E (TTM): 8.92X Cap: $17.48B
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• Digital Turbine Inc. (APPS $5.47)
  • $5.47 Cap: $571M
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• Upstart Holdings Inc. (UPST $47.03)
  • $47.03 P/E (TTM): 195.46X Cap: $4.38B
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Q: I am looking for one us stock and one Canadian stock for my tfsa .
Which one us and one Canadian stock would you choose of this list in terms of best return potential ( all of which you have recommended highly in the past)
Always value your opinion
Thank you

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Read Answer Asked by Indra on February 09, 2022

• Bank of Nova Scotia (The) (BNS $99.34)
  • $99.34 P/E (TTM): 24.62X Cap: $122.30B
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• Sun Life Financial Inc. (SLF $84.56)
  • $84.56 P/E (TTM): 21.06X Cap: $47.03B
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• Linamar Corporation (LNR $84.85)
  • $84.85 P/E (TTM): 19.89X Cap: $4.89B
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• BRP Inc. Subordinate Voting Shares (DOO $98.44)
  • $98.44 Cap: $7.62B
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• Kinaxis Inc. (KXS $177.21)
  • $177.21 P/E (TTM): 105.86X Cap: $4.92B
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• Magna International Inc. (MG $75.13)
  • $75.13 P/E (TTM): 14.42X Cap: $20.80B
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• goeasy Ltd. (GSY $126.96)
  • $126.96 P/E (TTM): 9.25X Cap: $2.01B
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• Trisura Group Ltd. (TSU $43.45)
  • $43.45 P/E (TTM): 16.21X Cap: $2.02B
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Q: would you share with us the best value and best growth stocks in Canada

thank you for all your time and attention

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Read Answer Asked by Marla on February 09, 2022

• Slate Grocery REIT (SGR.UN $15.28)
  • $15.28 P/E (TTM): 15.51X Cap: $918M
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Q: What is your views on Slate for a 2-5 year hold
B

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Read Answer Asked by Bonnie on February 09, 2022

• Kontrol Technologies Corp. (KNR $2.50)
  • $2.50 Cap: $136M
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Q: What is your assessment of Kontrol Technology Corporation? How do you feel about their prospects for the future?

Thank you

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Read Answer Asked by Frank on February 08, 2022

• WELL Health Technologies Corp. (WELL $3.88)
  • $3.88 Cap: $985M
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Q: This is a difficult question to answer but was wondering if there is a stock or two in your coverage universe that you think has been unfairly beaten down over past year or so...and perhaps may have turned the corner and is soon (or already is) seeing a change in direction that you think might be sustainable.

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Read Answer Asked by Doug on February 04, 2022

• NVIDIA Corporation (NVDA $174.14)
  • $174.14 P/E (TTM): 44.1X Cap: $4.15T
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• Crocs Inc. (CROX $89.46)
  • $89.46 P/E (TTM): 29.85X Cap: $4.65B
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• Digital Turbine Inc. (APPS $5.47)
  • $5.47 Cap: $571M
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Q: Could you please give me 3-4 U.S. stocks you like for growth, regardless of sector and advise also why you like them.
Thank you

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Read Answer Asked by Margaret on February 02, 2022

• Constellation Software Inc. (CSU $3,325.58)
  • $3,325.58 P/E (TTM): 75.35X Cap: $70.47B
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Q: What does the market expect for this quarter?

Thx

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Read Answer Asked by blake on February 02, 2022

• Constellation Software Inc. (CSU $3,325.58)
  • $3,325.58 P/E (TTM): 75.35X Cap: $70.47B
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Q: Can you give me 2 or 3 of your favorite management teams. I'm starting to think that's what I should put the most weight on. I'm going to use this as my deciding factor for picking growth companies.

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Read Answer Asked by Steve on February 02, 2022

• TFI International Inc. (TFII $148.96)
  • $148.96 P/E (TTM): 27.39X Cap: $11.97B
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Q: can you please explain why this stock has gone from 24 to 120 in two years?
is it acquisitions that drive this price? and can you comment on the after close earnings? many thanks...

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Read Answer Asked by adam on February 01, 2022

• Netflix Inc. (NFLX $94.00)
  • $94.00 P/E (TTM): 3.95X Cap: $401.65B
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• Sea Limited American Depositary Shares each representing one Class A (SE $120.46)
  • $120.46 P/E (TTM): 167.93X Cap: $71.31B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Atlassian Corporation (TEAM $165.00)
  • $165.00 Cap: $42.61B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.58)
  • $16.58 Cap: $2.20B
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• CrowdStrike Holdings Inc. (CRWD $477.26)
  • $477.26 Cap: $118.49B
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• Digital Turbine Inc. (APPS $5.47)
  • $5.47 Cap: $571M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Unity Software Inc. (U $44.54)
  • $44.54 Cap: $18.73B
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• Upstart Holdings Inc. (UPST $47.03)
  • $47.03 P/E (TTM): 195.46X Cap: $4.38B
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• Affirm Holdings Inc. (AFRM $76.37)
  • $76.37 P/E (TTM): 111.2X Cap: $23.77B
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• Topicus.com Inc. (TOI $124.70)
  • $124.70 P/E (TTM): 1034.86X Cap: $10.27B
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Q: Looking to take advantage of the pullback in growth names. The names above are standing out to me as companies that have been beaten up and 'may' offer a good short term bounce as well as long term potential. Is this a buying opportunity for those listed above? Are there other names you would suggest and could you rank them please? I am a fairly aggressive long term investor with an otherwise diversified portfolio.

Upvote 0

Read Answer Asked by Dale on February 01, 2022

• Costco Wholesale Corporation (COST $857.59)
  • $857.59 P/E (TTM): 61.77X Cap: $382.30B
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• Microsoft Corporation (MSFT $483.98)
  • $483.98 P/E (TTM): 33.88X Cap: $3.53T
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• NVIDIA Corporation (NVDA $174.14)
  • $174.14 P/E (TTM): 44.1X Cap: $4.15T
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Q: Can you give me 3 stocks you believe would earn 10% gain per year that have outdone them selves year after year? Not sure if they exist, thanks

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Read Answer Asked by Ziaad on January 31, 2022

• Lam Research Corporation (LRCX $164.70)
  • $164.70 P/E (TTM): 36.04X Cap: $206.86B
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Q: Can I please have your take on Lam Research's recently announced earnings. Do you consider the stock a buy at this price or is there another name in this industry that you prefer. Your overall view on Lam would be appreciated. Thank You.

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Read Answer Asked by Brian on January 28, 2022

• Roku Inc. (ROKU $110.87)
  • $110.87 Cap: $15.91B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.58)
  • $16.58 Cap: $2.20B
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• CrowdStrike Holdings Inc. (CRWD $477.26)
  • $477.26 Cap: $118.49B
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• Digital Turbine Inc. (APPS $5.47)
  • $5.47 Cap: $571M
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• Magnite Inc. (MGNI $16.58)
  • $16.58 P/E (TTM): 41.35X Cap: $2.38B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: Hello 5I
After the last couple weeks of the sell off are the any higher risk stocks you really like that you could see being home runs over the next 3 years? Thanks

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Read Answer Asked by Tyler on January 28, 2022

• Tesla Inc. (TSLA $483.37)
  • $483.37 P/E (TTM): 326.59X Cap: $1.55T
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• Shopify Inc. (SHOP $166.80)
  • $166.80 P/E (TTM): 142.92X Cap: $210.98B
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Q: Hi team,

Which of these 2 would you buy today?

Thanks

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Read Answer Asked by David on January 27, 2022

• Tesla Inc. (TSLA $483.37)
  • $483.37 P/E (TTM): 326.59X Cap: $1.55T
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Q: What do you think of their latest results ? And what do you think of the company going forward ? Thanks.

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Read Answer Asked by Norman on January 27, 2022

• Illinois Tool Works Inc. (ITW $251.18)
  • $251.18 P/E (TTM): 24.34X Cap: $73.22B
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• Canadian National Railway Company (CNR $137.18)
  • $137.18 P/E (TTM): 18.1X Cap: $82.67B
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• WSP Global Inc. (WSP $245.81)
  • $245.81 P/E (TTM): 36.71X Cap: $31.82B
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• TFI International Inc. (TFII $148.96)
  • $148.96 P/E (TTM): 27.39X Cap: $11.97B
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• ATS Corporation (ATS $38.05)
  • $38.05 Cap: $3.60B
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• A.O. Smith Corporation (AOS $68.19)
  • $68.19 P/E (TTM): 18.31X Cap: $9.49B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• Jacobs Solutions Inc. (J $132.69)
  • $132.69 P/E (TTM): 56.28X Cap: $15.72B
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Q: Hi 5i,
I currently own Cnr 4%, ata 3%, tfii 3%.
For diversity and best 2022-2023 prospects, which does 5i like best: aos or itw or wsp? Which has the highest projected growth for the next two years? Which is the best value at today’s prices? Is there an industrial in Canada or the US that 5i likes better? Perhaps Nvee?
Tia,

Upvote 0

Read Answer Asked by Kat on January 27, 2022

• Alphabet Inc. (GOOG $303.75)
  • $303.75 P/E (TTM): 30.38X Cap: $3.58T
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• Booking Holdings Inc. (BKNG $5,345.47)
  • $5,345.47 P/E (TTM): 35.42X Cap: $172.16B
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• QUALCOMM Incorporated (QCOM $174.19)
  • $174.19 P/E (TTM): 35.15X Cap: $184.57B
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• AbbVie Inc. (ABBV $222.82)
  • $222.82 P/E (TTM): 170.74X Cap: $393.80B
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• Jacobs Solutions Inc. (J $132.69)
  • $132.69 P/E (TTM): 56.28X Cap: $15.72B
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Q: Can I get 4-5 Canadian and US large cap names from different sectors that look good here. Thanks

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Read Answer Asked by Martin on January 27, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.90)
  • $229.90 P/E (TTM): 142.92X Cap: $290.21B
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• goeasy Ltd. (GSY $126.96)
  • $126.96 P/E (TTM): 9.25X Cap: $2.01B
  • View GSY Profile
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• CrowdStrike Holdings Inc. (CRWD $477.26)
  • $477.26 Cap: $118.49B
  • View CRWD Profile
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• Digital Turbine Inc. (APPS $5.47)
  • $5.47 Cap: $571M
  • View APPS Profile
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• Upstart Holdings Inc. (UPST $47.03)
  • $47.03 P/E (TTM): 195.46X Cap: $4.38B
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Q: Good day guys:
Can u provide a few names that are in oversold territory during this painful time in the markets .. I own well , lightspeed , and converge and I feel they are oversold and I am holding on .. I would appreciate your professional opinion please
Thx
Mark

Upvote 0

Read Answer Asked by Mark on January 26, 2022

• goeasy Ltd. (GSY $126.96)
  • $126.96 P/E (TTM): 9.25X Cap: $2.01B
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• WELL Health Technologies Corp. (WELL $3.88)
  • $3.88 Cap: $985M
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• Topicus.com Inc. (TOI $124.70)
  • $124.70 P/E (TTM): 1034.86X Cap: $10.27B
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Q: Hi 5i
For a TFSA which of these 3 would you choose at this time for growth .
I know you like all 3 but how would you rank for buying today? Thanks

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Read Answer Asked by Gary on January 26, 2022