Investment Q&A

Q: Hello 5i
Could have your assessment of ACM Research please ?
Thank you
Dave

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Read Answer Asked by Dave on December 15, 2022

• Microsoft Corporation (MSFT $510.96)
  • $510.96 P/E (TTM): 38.3X Cap: $3.79T
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• Salesforce Inc. (CRM $241.68)
  • $241.68 P/E (TTM): 35.66X Cap: $230.07B
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• DocuSign Inc. (DOCU $68.40)
  • $68.40 P/E (TTM): 53.79X Cap: $14.34B
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Q: Was happy to see DOCU's small rebound and the relatively positive report you gave them in your answer to a previous question.

My question is whether they really have a moat with their product or whether it can be reproduced by a bigger player like Microsoft.

Your answer will help to decide whether it's better to sell during this rebound or hope for a return to the heights it once enjoyed.

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Read Answer Asked by Kevin on December 15, 2022

• Medical Properties Trust Inc. (MPW $5.15)
  • $5.15 Cap: $3.09B
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Q: What are your thoughts on MPW and the sustainability of its current dividend? I own a small position and am tempted to buy more. Thanks

al

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Read Answer Asked by alex on December 15, 2022

• Tesla Inc. (TSLA $413.49)
  • $413.49 P/E (TTM): 253.58X Cap: $1.40T
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Q: Tsla keeps falling, what would be a great entry price to get in and Tsla is a good long term hold stock? Many thanks

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Read Answer Asked by Hue on December 15, 2022

• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.38X Cap: $5.24B
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• goeasy Ltd. (GSY $158.29)
  • $158.29 P/E (TTM): 9.63X Cap: $2.54B
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• ECN Capital Corp. (ECN $2.70)
  • $2.70 Cap: $790M
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• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.31B
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• Axon Enterprise Inc. (AXON $703.03)
  • $703.03 P/E (TTM): 179.87X Cap: $55.19B
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• InMode Ltd. (INMD $15.27)
  • $15.27 Cap: $1.10B
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• Azenta Inc. (AZTA $29.81)
  • $29.81 Cap: $1.47B
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• Sensus Healthcare Inc. (SRTS $3.28)
  • $3.28 Cap: $56M
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Q: In anticipation of a January small cap bounce, please recommend 4 Cnd and 4 US stocks to start to track now. Thanks for your continued guidance,

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Read Answer Asked by Rob on December 15, 2022

• Miscellaneous (MISC)
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Q: I got a note from BMO Investorline to fill out form W-8BEN regarding US withholding taxes.

Do I have to fill out this form if I only by US stocks in an RRSP?

thanks,

Paul

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Read Answer Asked by Paul on December 14, 2022

• General Mills Inc. (GIS $49.34)
  • $49.34 P/E (TTM): 10.82X Cap: $26.24B
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Q: This stock has done very well in the last year and has outperformed a stock like KHC. How do you feel about its future as a buy today?
Thanks again

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Read Answer Asked by eugene on December 14, 2022

• MEDIFAST INC (MED $13.27)
  • $13.27 P/E (TTM): 42.48X Cap: $145M
  • View MED Profile
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Q: Dear 5i team.

Please give me your updated assessment of latest financials results reported in early Nov. I do not see a question on this and the stock price seems to be oversold and good value? Appreciate your help to better understand current numbers, and future prospects.

many thanks,

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Read Answer Asked by Arthur on December 14, 2022

• Booking Holdings Inc. (BKNG $5,164.93)
  • $5,164.93 P/E (TTM): 36.2X Cap: $167.39B
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• Airbnb Inc. (ABNB $118.19)
  • $118.19 P/E (TTM): 29.19X Cap: $74.66B
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Q: What do you think of abnb right now?

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Read Answer Asked by Mike on December 14, 2022

• DocuSign Inc. (DOCU $68.40)
  • $68.40 P/E (TTM): 53.79X Cap: $14.34B
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Q: Good afternoon, could you comment on DOCUs last earnings? What are your thoughts about the company? There some things to like for sure if you feel it's turning the corner.

thx, Mark

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Read Answer Asked by Mark on December 14, 2022

• Twilio Inc. Class A (TWLO $107.12)
  • $107.12 P/E (TTM): 1139.6X Cap: $16.43B
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• NovoCure Limited (NVCR $13.49)
  • $13.49 Cap: $1.50B
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Q: I know these companies are in different sectors but we one do you prefer between TWLO and NVCR for the next 5 years

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Read Answer Asked by Nick on December 14, 2022

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.62X Cap: $1.77T
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• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 26.17X Cap: $2.92T
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Q: Hi, thinking about one of the two to start a new full position for 2 to 5 years minimum in unregistered account. What would be your thoughts? Secondly, without trying to time the purchase, would you go ahead anytime or wait awhile?
Thank you!

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Read Answer Asked by Jacques on December 14, 2022

• Shockwave Medical Inc. (SWAV)
  • P/E (TTM): 85.33X Cap: $12.56B
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Q: why has swav (shock wave) declined so much in the past month. the last quarters numbers were very good and their projections for next year appear to be excellent.

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Read Answer Asked by Ross on December 14, 2022

• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
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• The Howard Hughes Corporation (HHC)
  • P/E (TTM): 33.2X Cap: $3.94B
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• Elme Communities (ELME $16.60)
  • $16.60 Cap: $1.47B
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Q: Is there a stock in the USA that is the same size as TCN and how has its performance been in the last year?
Thanks again

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Read Answer Asked by eugene on December 14, 2022

• Adobe Inc. (ADBE $337.51)
  • $337.51 P/E (TTM): 22.37X Cap: $141.28B
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• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.72X Cap: $2.30T
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• Microsoft Corporation (MSFT $510.96)
  • $510.96 P/E (TTM): 38.3X Cap: $3.79T
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• Netflix Inc. (NFLX $1,220.08)
  • $1,220.08 P/E (TTM): 52.45X Cap: $518.44B
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• Mastercard Incorporated (MA $557.48)
  • $557.48 P/E (TTM): 38.07X Cap: $503.96B
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• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.41B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 93.35X Cap: $274.67B
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• goeasy Ltd. (GSY $158.29)
  • $158.29 P/E (TTM): 9.63X Cap: $2.54B
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• Atlassian Corporation (TEAM $144.56)
  • $144.56 Cap: $37.92B
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• ARK Next Generation Internet ETF (ARKW $170.90)
  • $170.90 P/E (TTM): 57.19X Cap: $2.27B
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• ARK Innovation ETF (ARKK $86.52)
  • $86.52 P/E (TTM): 39.1X Cap: $7B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
  • $15.46 Cap: $2.26B
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• ARK Fintech Innovation ETF (ARKF $55.17)
  • $55.17 P/E (TTM): 45.42X Cap: $1.28B
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• ARK Autonomous Technology & Robotics ETF (ARKQ $115.95)
  • $115.95 P/E (TTM): 58.6X Cap: $1.36B
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• Topicus.com Inc. (TOI $140.00)
  • $140.00 P/E (TTM): 66.88X Cap: $11.85B
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Q: I hold the above stocks in my Unregistered,TFSA,and RRIF accounts. I understand that as of January 1, 2023, the IRS will require a 10% withholding tax when Canadian residents sell US stocks. Does this rule apply to sell any of the above mentioned my stocks ?

2) If I sell above Stocks before end of 2022, will I avoid paying new IRS 2023 10% withholding tax?

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Read Answer Asked by Andrzej on December 13, 2022

• Coinbase Global Inc (COIN $357.01)
  • $357.01 P/E (TTM): 37.46X Cap: $99.43B
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Q: can you give me an analysis on coinbase and your thoughts on cryptocurrency

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Read Answer Asked by cliff on December 13, 2022

• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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• Advanced Micro Devices Inc. (AMD $214.90)
  • $214.90 P/E (TTM): 134.46X Cap: $348.74B
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Q: Interested in AMD and NDA . Do you think it likely that the October lows will hold for these and which would you prefer now? Thanks Jim

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Read Answer Asked by jim on December 13, 2022

• Broadcom Inc. (AVGO $324.63)
  • $324.63 P/E (TTM): 88.02X Cap: $1.53T
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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• QUALCOMM Incorporated (QCOM $153.59)
  • $153.59 P/E (TTM): 16.01X Cap: $165.72B
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• Advanced Micro Devices Inc. (AMD $214.90)
  • $214.90 P/E (TTM): 134.46X Cap: $348.74B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $280.66)
  • $280.66 P/E (TTM): 41.34X Cap: $1.55T
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Q: What would be your preferences in semi-conductor companies?
Thanks Lorraine

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Read Answer Asked by Lorraine on December 13, 2022

• Insperity Inc. (NSP $45.80)
  • $45.80 P/E (TTM): 44.66X Cap: $1.85B
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• Crocs Inc. (CROX $76.70)
  • $76.70 P/E (TTM): 21.74X Cap: $4.38B
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• Axon Enterprise Inc. (AXON $703.03)
  • $703.03 P/E (TTM): 179.87X Cap: $55.19B
  • View AXON Profile
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• MEDIFAST INC (MED $13.27)
  • $13.27 P/E (TTM): 42.48X Cap: $145M
  • View MED Profile
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• InMode Ltd. (INMD $15.27)
  • $15.27 Cap: $1.10B
  • View INMD Profile
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• Digital Turbine Inc. (APPS $6.25)
  • $6.25 Cap: $675M
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• Lantheus Holdings Inc. (LNTH $53.54)
  • $53.54 P/E (TTM): 14.28X Cap: $3.56B
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• Sensus Healthcare Inc. (SRTS $3.28)
  • $3.28 Cap: $56M
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• Shoals Technologies Group Inc. (SHLS $8.76)
  • $8.76 P/E (TTM): 74.92X Cap: $1.51B
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Q: Hello 5i,

Can you please recommend 5 US small Caps other than Apps or Inmode for a January bounce?

Thank you
Debbie and Jerry

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Read Answer Asked by Jerry on December 12, 2022

• Terran Orbital Corporation (LLAP)
  • Cap: $51M
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Q: Hi guys
Could you give me run down on this co. I bought high in my tfsa, down a lot, in your opinion would this co. possible be a hold .what do think could be bottom price for the stock price
Bob

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Read Answer Asked by bob on December 12, 2022