Investment Q&A

• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
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Q: Hi, Do you think NVDA is too high to start a long term position 5+ years? I am late to this.. I used to have this in my margin account but had to sell it to raise cash a while ago. Now I want to buy in my RRSP..Thanks.

Regards,

Shyam

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Read Answer Asked by Shyam on November 16, 2021

• The Trade Desk Inc. (TTD $52.37)
  • $52.37 P/E (TTM): 63.01X Cap: $26.01B
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• Digital Turbine Inc. (APPS $4.10)
  • $4.10 Cap: $457M
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Q: What would be your preference between these 2 today? Are they in the same business? Thank you

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Read Answer Asked by Steven on November 16, 2021

• Butterfly Network Inc. Class A (BFLY $1.55)
  • $1.55 Cap: $382M
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Q: Could I get your thoughts on the lastest results from Butterfly? Thanks

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Read Answer Asked by Dave on November 15, 2021

• Invesco NASDAQ 100 Index ETF (QQC $38.61)
  • $38.61 P/E (TTM): 97.45X Cap: $1.04B
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Q: would you recommend a high tec Cdn ETF for TFSA? Would appreciate your reasons. If not high tec ETF, alternative ETF would be appreciated. thank you. Fooklin

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Read Answer Asked by Fooklin on November 15, 2021

• Copperleaf Technologies Inc. (CPLF $11.99)
  • $11.99 Cap: $943M
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Q: Hi folks...opinion of Q results for Copperleaf....& what do you view their "Valuation" with some other tech high flyers like Magt/t or Lspd/t etc....and do view them as Buy, Hold, or Sell....thanks as always for great service, jb Piedmont QC

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Read Answer Asked by John on November 15, 2021

• Agilent Technologies Inc. (A $119.15)
  • $119.15 P/E (TTM): 28.85X Cap: $34.54B
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• Thermo Fisher Scientific Inc (TMO $490.75)
  • $490.75 P/E (TTM): 27.98X Cap: $188.80B
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Q: Hello Team,
Could you comment on these two securities. Would you prefer one over the other. Are they too similar to own both.
Thank You,
Barry

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Read Answer Asked by Barry on November 15, 2021

• Digital Turbine Inc. (APPS $4.10)
  • $4.10 Cap: $457M
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Q: APPS is sinking like stone today.
Is there any news?

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Read Answer Asked by JR on November 15, 2021

• MDA Space Ltd. (MDA $44.01)
  • $44.01 P/E (TTM): 48.78X Cap: $5.51B
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Q: Can you comment on their earnings and your thoughts on where the company is today? Thanks

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Read Answer Asked by Michael on November 15, 2021

• Propel Holdings Inc. (PRL $32.48)
  • $32.48 P/E (TTM): 15.29X Cap: $1.27B
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Q: Good morning

Your thoughts on the results and putting a dividend in place.
Thanks
Mike

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Read Answer Asked by Mike on November 15, 2021

• Fair Isaac Corporation (FICO $1,423.87)
  • $1,423.87 P/E (TTM): 53.25X Cap: $33.98B
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Q: What’s your opinion of FICO’s including its latest earnings? Also, would you still consider this stock to be a good long term hold in light of new competition?
Thanks

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Read Answer Asked by Ben on November 15, 2021

• Unity Software Inc. (U $39.83)
  • $39.83 Cap: $16.54B
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• Playtika Holding Corp. (PLTK $3.72)
  • $3.72 P/E (TTM): 15.0X Cap: $1.35B
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Q: Could you offer your view on PLTK after it's recent quarter and significant drop in share price. Time to add (I have a small position), wait or move on. Is it in any way comparable to Unity?
Your insight is much appreciated, Peter

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Read Answer Asked by Peter on November 15, 2021

• Broadcom Inc. (AVGO $294.23)
  • $294.23 P/E (TTM): 108.46X Cap: $1.38T
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• Intel Corporation (INTC $24.55)
  • $24.55 Cap: $108.54B
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• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
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• QUALCOMM Incorporated (QCOM $156.42)
  • $156.42 P/E (TTM): 14.89X Cap: $170.49B
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• Skyworks Solutions Inc. (SWKS $76.76)
  • $76.76 P/E (TTM): 29.34X Cap: $11.47B
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• Texas Instruments Incorporated (TXN $205.97)
  • $205.97 P/E (TTM): 36.69X Cap: $187.25B
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• Advanced Micro Devices Inc. (AMD $163.36)
  • $163.36 P/E (TTM): 93.55X Cap: $272.24B
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• VanEck Vectors Semiconductor ETF (SMH $293.92)
  • $293.92 P/E (TTM): 80.77X Cap: $26.89B
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Q: Given the recent run up in certain semi conductor and chip stocks, would it be prudent to use an ETF such as SMH to better diversify risk right now if only one position available in a portfolio? Or, going the individual stock route, how would you rank the following in a moderate risk portfolio QCom, AVGO, TXN, NVID, AMD, SWKS, INTC?

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Read Answer Asked by Gerry on November 15, 2021

• CrowdStrike Holdings Inc. (CRWD $418.83)
  • $418.83 Cap: $104.82B
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Q: Good morning - why the drop in CRWD? I actually got out last week at $265, took a gain, and then when it continued upward, I regretted my move - but not today! Is it a day to get back in, or is there negative news?

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Read Answer Asked by Kim on November 15, 2021

• The Real Brokerage Inc. (REAX $2.42)
  • $2.42 Cap: $506M
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Q: Thoughts on REAX? Are they doing anything that differentiates them from any other real estate company? They seem to be growing at a fast rate.
Thanks

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Read Answer Asked by Terry on November 15, 2021

• 3D Systems Corporation (DDD $2.18)
  • $2.18 Cap: $279M
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• Stratasys Ltd. (SSYS $10.92)
  • $10.92 Cap: $795M
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• Materialise NV (MTLS $5.25)
  • $5.25 P/E (TTM): 18.75X Cap: $296M
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Q: Do you have any recommendations for 3D printing manufacturers. It looks like there could be some consolidation.

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Read Answer Asked by Anthony on November 15, 2021

• Amazon.com Inc. (AMZN $227.94)
  • $227.94 P/E (TTM): 33.83X Cap: $2.44T
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• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
  • View NVDA Profile
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• CrowdStrike Holdings Inc. (CRWD $418.83)
  • $418.83 Cap: $104.82B
  • View CRWD Profile
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• Digital Turbine Inc. (APPS $4.10)
  • $4.10 Cap: $457M
  • View APPS Profile
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Q: Although it is a US equity, it is mentioned here often enough that perhaps you will answer a question about it. APPS has received many favourable comments from 5I; can you explain why you like it? It recently has a noticeable reduction in share price.....is this a buying opportunity or a change in momentum? In a growth oriented TFSA, I am thinking of trimming some NVDA, CRWD, and AMZN to create some funds to purchase a small position in APPS. Those 3 have grown but are not (yet) too high of a weight , this would be to try to boost results. Is it a move you would make, or would you just stay the course? Many thanks for your excellent service.

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Read Answer Asked by Leonard on November 15, 2021

• Alphabet Inc. (GOOG $209.16)
  • $209.16 P/E (TTM): 21.34X Cap: $2.50T
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• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
  • View NVDA Profile
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• Cloudflare Inc. Class A (NET $195.88)
  • $195.88 Cap: $68.36B
  • View NET Profile
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• Celsius Holdings Inc. (CELH $60.19)
  • $60.19 P/E (TTM): 188.09X Cap: $15.86B
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• Upstart Holdings Inc. (UPST $69.15)
  • $69.15 Cap: $6.62B
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• Affirm Holdings Inc. (AFRM $77.39)
  • $77.39 Cap: $25.64B
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• Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
  • $44.24 P/E (TTM): 147.69X Cap: $1.82B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: NVEI, MAGT, and UPST have come down drastically since their highs a short time ago. Is this another AT because unfortunately I bought it at $22. I am concerned that these three seem to be doing the same thing.
While I have seen some of my picks recommended by 5i go up drastically of late - NVDA, AFRM CELH, NET and GOOGLE, I would appreciate your thoughts on the ones above-noted going down. Thanks again,

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Read Answer Asked by Dennis on November 15, 2021

• Everspin Technologies Inc. (MRAM $6.17)
  • $6.17 P/E (TTM): 84.72X Cap: $134M
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Q: Can you provide your thoughts on MRAM? It looks to be in a position to capitalize on a disruptive computer memory technology that few others have invested in, and is newly profitable. It also ran up 63% on Friday on volume more than 6x its public float.

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Read Answer Asked by Jeff on November 15, 2021

• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
  • View NVDA Profile
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• CrowdStrike Holdings Inc. (CRWD $418.83)
  • $418.83 Cap: $104.82B
  • View CRWD Profile
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Q: Hi,

Could I have your top three picks for Technology in the US as I'm low on Tech and US exposure.

Thanks,

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Read Answer Asked by Robert on November 15, 2021

• D2L Inc. Subordinate Voting Shares (DTOL $16.19)
  • $16.19 P/E (TTM): 22.88X Cap: $905M
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Q: Hi, What is your take on this company? I understand that it went public.

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Read Answer Asked by Dennis on November 13, 2021