Investment Q&A

• Zendesk Inc. (ZEN)
  • Cap: $9.62B
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Q: Would you buy ZENDESK at current level for potential count offer?

thanks,

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Read Answer Asked by Kai on September 02, 2022

• Unity Software Inc. (U $34.89)
  • $34.89 Cap: $15.73B
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• Roblox Corporation Class A (RBLX $117.17)
  • $117.17 Cap: $81.99B
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: I have META as part one third of my Metaverse portion and have room to add two third.
At current levels, would you suggest RBLX or U ?
Or suggest any other name you prefer in this space.
Thank you

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Read Answer Asked by Jabs on September 02, 2022

• The Trade Desk Inc. (TTD $51.79)
  • $51.79 P/E (TTM): 66.2X Cap: $25.68B
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• Roku Inc. (ROKU $86.87)
  • $86.87 Cap: $13.08B
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• Pure Storage Inc. Class A (PSTG $54.60)
  • $54.60 P/E (TTM): 162.44X Cap: $18.70B
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• Digital Turbine Inc. (APPS $3.83)
  • $3.83 Cap: $429M
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: Hello 5I,
I am down 55% or Apps.
Just wondering if you would hold on on switch into something else. Looking for something with similar upside of course.
Thanks

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Read Answer Asked by Tyler on September 02, 2022

• Veeva Systems Inc. Class A (VEEV $282.26)
  • $282.26 P/E (TTM): 59.89X Cap: $46.46B
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Q: Can you please comment on VEEV latest earnings released yesterday. Was there anything of particular interest to note from the call yesterday (either good or bad)? Were results so bad to warrant the big drop today? Do you still think this is a good medium to long term hold (5-10 years)?

Thanks so much for all you do!

Upvote 0

Read Answer Asked by Justin on September 02, 2022

• Adobe Inc. (ADBE $356.75)
  • $356.75 P/E (TTM): 22.91X Cap: $153.14B
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• Alphabet Inc. (GOOG $198.23)
  • $198.23 P/E (TTM): 21.78X Cap: $2.44T
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• Microsoft Corporation (MSFT $507.55)
  • $507.55 P/E (TTM): 37.91X Cap: $3.78T
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• NVIDIA Corporation (NVDA $169.24)
  • $169.24 P/E (TTM): 58.71X Cap: $4.28T
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• Constellation Software Inc. (CSU $4,364.79)
  • $4,364.79 P/E (TTM): 108.99X Cap: $91.84B
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• Kinaxis Inc. (KXS $194.44)
  • $194.44 P/E (TTM): 167.66X Cap: $5.61B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $187.37)
  • $187.37 P/E (TTM): 80.63X Cap: $250.85B
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• TECSYS Inc. (TCS $37.17)
  • $37.17 P/E (TTM): 205.28X Cap: $552M
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• Advanced Micro Devices Inc. (AMD $158.78)
  • $158.78 P/E (TTM): 128.57X Cap: $270.28B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.17)
  • $5.17 Cap: $1.45B
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Q: Hello 5I,
What would be your top 5 picks in tech right now in Canada and Us?
Thanks

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Read Answer Asked by Tyler on September 02, 2022

• Tellurian Inc. (TELL)
  • Cap: $892M
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• Uranium Energy Corp. (UEC $9.29)
  • $9.29 Cap: $4.76B
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Q: Your opinion on these 2 please?
Thanks.

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Read Answer Asked by Austin on September 01, 2022

• ChargePoint Holdings Inc. (CHPT $11.42)
  • $11.42 Cap: $280M
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Q: I bought a little of Chargepoint Holidings just before they reported yesterday and nice little pop today. But do you think this is more of a trading stock than a longer term hold? Or will the EV market demand now propel this stock higher? Thanks so much.

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Read Answer Asked by Dr Lorraine on September 01, 2022

• ChargePoint Holdings Inc. (CHPT $11.42)
  • $11.42 Cap: $280M
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Q: What do todays earnings announcement indicate for this company and what do current events suggest with respect to its prospects? Would the company be your pick for this sector?

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Read Answer Asked by Mike on September 01, 2022

• Qorvo Inc. (QRVO $88.04)
  • $88.04 P/E (TTM): 104.51X Cap: $8.29B
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• Veritiv Corporation (VRTV)
  • P/E (TTM): 8.46X Cap: $2.30B
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Q: Could I get your thoughts on these names? The fundamentals looked good to me. They have both pulled back a lot especially lately. Thank you!

Jason

Upvote 1

Read Answer Asked by Jason on September 01, 2022

• Li-Cycle Holdings Corp. (LICY)
  • Cap: $37M
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Q: I would like your opinion on this stock

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Read Answer Asked by wilfred on September 01, 2022

Q: Hello your thoughts please on Montauk Renewables MNTK

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Read Answer Asked by George on September 01, 2022

• Unum Group (UNM $69.32)
  • $69.32 P/E (TTM): 8.09X Cap: $11.76B
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• Jackson Financial Inc. Class A (JXN $95.26)
  • $95.26 P/E (TTM): 408.52X Cap: $6.57B
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Q: I really like the look of a company like JXN in a rising interest rate environment though its suspiciously miniscule P/E has me a bit mystified. Can you comment or suggest similar alternatives?

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Read Answer Asked by David on September 01, 2022

• Advanced Micro Devices Inc. (AMD $158.78)
  • $158.78 P/E (TTM): 128.57X Cap: $270.28B
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Q: What should one do now with this chip sales ban to China?sell asap or hold?

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Read Answer Asked by Kim on September 01, 2022

• Hamilton Enhanced U.S. Covered Call ETF (HYLD $13.67)
  • $13.67 P/E (TTM): 93.22X Cap: $844M
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Q: Hi, I own some HYLD and see that it has dropped more than 10% over the last 2 weeks. It now yields over 13% based on the last payout. Do you think the payout is safe given it's holdings? Also, Would this be a good time to average down? Thanks.

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Read Answer Asked by Will on September 01, 2022

• NVIDIA Corporation (NVDA $169.24)
  • $169.24 P/E (TTM): 58.71X Cap: $4.28T
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• Advanced Micro Devices Inc. (AMD $158.78)
  • $158.78 P/E (TTM): 128.57X Cap: $270.28B
  • View AMD Profile
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Q: Hello 5I,
I am down 40% and 30% respectively on these two semi stocks. Do I ride is out or take the loss and move into another tech stock?

Thanks

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Read Answer Asked by Tyler on September 01, 2022

• CrowdStrike Holdings Inc. (CRWD $410.31)
  • $410.31 Cap: $104.33B
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Q: Hi Team,
What's your take on CRWD earnings? It appears that they beat expectations, as well as raised guidance. I am reading some PT increases...yet the stock is falling? Thanks

Shane.

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Read Answer Asked by Shane on August 31, 2022

• Neo Performance Materials Inc. (NEO $16.65)
  • $16.65 Cap: $708M
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• MP Materials Corp. (MP $66.38)
  • $66.38 Cap: $12.27B
  • View MP Profile
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Q: What would your choice be here,NEO or MP?
Can you make a case for MP?,why has it not done well with the rare earth frenzy?
Any other companies in the field of rare earths that you prefer?
Please analyze MP for me.Thanks

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Read Answer Asked by Josh on August 31, 2022

• JPMorgan Equity Premium Income ETF (JEPI $56.93)
  • $56.93 P/E (TTM): 74.61X Cap: $41.11B
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Q: Do you like this for income? And how is the income taxed? Is it interest or capital gains? Would it be ok in a non-registered?

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Read Answer Asked by Carla on August 30, 2022

Q: would appreciate your opinion on these cruise lines, Thank you. Fooklin

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Read Answer Asked by Fooklin on August 30, 2022

• iShares Global Water Index ETF (CWW $65.67)
  • $65.67 P/E (TTM): 55.81X Cap: $317M
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• Invesco Water Resources ETF (PHO $72.92)
  • $72.92 P/E (TTM): 48.33X Cap: $2.25B
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Q: Good afternoon,

How would you play the water theme, with a focus on innovation and solutions to increasing stress on water systems worldwide? Would CWW or PHO be best suited?

I own AQN and HEO currently, know you like XYL too. Any other individual companies you would recommend? I know WWT is a microcap but do you think it has potential or is it too small for now?

Thanks in advance.

Upvote 1

Read Answer Asked by Jeff on August 30, 2022