Investment Q&A

• Verizon Communications Inc. (VZ $39.85)
  • $39.85 P/E (TTM): 9.52X Cap: $168.02B
  • View VZ Profile
  • View Questions on VZ

Q: Is Verizon a value trap? It has been drifting lower, and wondering if this is due to interest rates (in which case it will rebound if rates drop) or a lack of growth prospects that will forever blunt its share price. I'm fine with it as a dividend payer if it is sustainable, but at present it is bleeding off capital that still puts me in the hole. If it's share price isn't going to recover, should I dump it?

Upvote 0

Read Answer Asked by Benjamin on September 02, 2022

• GSE Systems Inc. (GVP)
  • Cap: $15M
  • View GVP Profile
  • View Questions on GVP

Q: Peter and His Wonder Team
Here is a small company that can benefit from the resumption of nuclear energy. For several reasons I see Japan is considering and I believe Germany is also. So please give me your thoughts of this company going forward...what do you think of it's prospects?

Upvote 0

Read Answer Asked by Ernest on September 02, 2022

• Zendesk Inc. (ZEN)
  • Cap: $9.62B
  • View ZEN Profile
  • View Questions on ZEN

Q: Would you buy ZENDESK at current level for potential count offer?

thanks,

Upvote 0

Read Answer Asked by Kai on September 02, 2022

• Unity Software Inc. (U $36.08)
  • $36.08 Cap: $15.24B
  • View U Profile
  • View Questions on U
• Roblox Corporation Class A (RBLX $126.80)
  • $126.80 Cap: $87.90B
  • View RBLX Profile
  • View Questions on RBLX
• Matterport Inc. (MTTR)
  • Cap: $1.76B
  • View MTTR Profile
  • View Questions on MTTR

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

Upvote 0

Read Answer Asked by Jabs on September 02, 2022

• The Trade Desk Inc. (TTD $52.36)
  • $52.36 P/E (TTM): 65.17X Cap: $25.60B
  • View TTD Profile
  • View Questions on TTD
• Roku Inc. (ROKU $92.02)
  • $92.02 Cap: $13.55B
  • View ROKU Profile
  • View Questions on ROKU
• Pure Storage Inc. Class A (PSTG $89.37)
  • $89.37 P/E (TTM): 222.9X Cap: $29.37B
  • View PSTG Profile
  • View Questions on PSTG
• Digital Turbine Inc. (APPS $6.25)
  • $6.25 Cap: $675M
  • View APPS Profile
  • View Questions on APPS
• Nuvei Corporation (NVEI)
  • Cap: $4.81B
  • View NVEI Profile
  • View Questions on NVEI

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

Upvote 0

Read Answer Asked by Tyler on September 02, 2022

• Veeva Systems Inc. Class A (VEEV $286.59)
  • $286.59 P/E (TTM): 61.41X Cap: $46.97B
  • View VEEV Profile
  • View Questions on VEEV

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 $337.51)
  • $337.51 P/E (TTM): 22.29X Cap: $141.28B
  • View ADBE Profile
  • View Questions on ADBE
• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 25.82X Cap: $2.92T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $510.96)
  • $510.96 P/E (TTM): 38.3X Cap: $3.79T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
  • View NVDA Profile
  • View Questions on NVDA
• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 97.54X Cap: $83.41B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.0X Cap: $5.14B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 93.35X Cap: $274.67B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• TECSYS Inc. (TCS $33.75)
  • $33.75 P/E (TTM): 193.11X Cap: $500M
  • View TCS Profile
  • View Questions on TCS
  • View Reports on TCS
• Advanced Micro Devices Inc. (AMD $214.90)
  • $214.90 P/E (TTM): 134.46X Cap: $348.74B
  • View AMD Profile
  • View Questions on AMD
• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.26)
  • $6.26 Cap: $1.74B
  • View TIXT Profile
  • View Questions on TIXT
  • View Reports on TIXT

Q: Hello 5I,
What would be your top 5 picks in tech right now in Canada and Us?
Thanks

Upvote 0

Read Answer Asked by Tyler on September 02, 2022

• Tellurian Inc. (TELL)
  • Cap: $892M
  • View TELL Profile
  • View Questions on TELL
• Uranium Energy Corp. (UEC $14.65)
  • $14.65 Cap: $6.13B
  • View UEC Profile
  • View Questions on UEC

Q: Your opinion on these 2 please?
Thanks.

Upvote 0

Read Answer Asked by Austin on September 01, 2022

• ChargePoint Holdings Inc. (CHPT $11.15)
  • $11.15 Cap: $260M
  • View CHPT Profile
  • View Questions on CHPT

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.

Upvote 0

Read Answer Asked by Dr Lorraine on September 01, 2022

• ChargePoint Holdings Inc. (CHPT $11.15)
  • $11.15 Cap: $260M
  • View CHPT Profile
  • View Questions on CHPT

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?

Upvote 0

Read Answer Asked by Mike on September 01, 2022

• Qorvo Inc. (QRVO $83.24)
  • $83.24 P/E (TTM): 105.52X Cap: $7.71B
  • View QRVO Profile
  • View Questions on QRVO
• Veritiv Corporation (VRTV)
  • P/E (TTM): 8.46X Cap: $2.30B
  • View VRTV Profile
  • View Questions on VRTV

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
  • View LICY Profile
  • View Questions on LICY

Q: I would like your opinion on this stock

Upvote 0

Read Answer Asked by wilfred on September 01, 2022

Q: Hello your thoughts please on Montauk Renewables MNTK

Upvote 0

Read Answer Asked by George on September 01, 2022

• Unum Group (UNM $75.85)
  • $75.85 P/E (TTM): 9.19X Cap: $12.91B
  • View UNM Profile
  • View Questions on UNM
• Jackson Financial Inc. Class A (JXN $94.92)
  • $94.92 P/E (TTM): 434.74X Cap: $6.61B
  • View JXN Profile
  • View Questions on JXN

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?

Upvote 0

Read Answer Asked by David on September 01, 2022

• Advanced Micro Devices Inc. (AMD $214.90)
  • $214.90 P/E (TTM): 134.46X Cap: $348.74B
  • View AMD Profile
  • View Questions on AMD

Q: What should one do now with this chip sales ban to China?sell asap or hold?

Upvote 0

Read Answer Asked by Kim on September 01, 2022

• Hamilton Enhanced U.S. Covered Call ETF (HYLD $14.47)
  • $14.47 P/E (TTM): 30.62X Cap: $896M
  • View HYLD Profile
  • View Questions on HYLD

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.

Upvote 0

Read Answer Asked by Will on September 01, 2022

• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
  • View NVDA Profile
  • View Questions on NVDA
• Advanced Micro Devices Inc. (AMD $214.90)
  • $214.90 P/E (TTM): 134.46X Cap: $348.74B
  • View AMD Profile
  • View Questions on AMD

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

Upvote 0

Read Answer Asked by Tyler on September 01, 2022

• CrowdStrike Holdings Inc. (CRWD $493.66)
  • $493.66 Cap: $123.88B
  • View CRWD Profile
  • View Questions on CRWD

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.

Upvote 0

Read Answer Asked by Shane on August 31, 2022

• Neo Performance Materials Inc. (NEO $20.40)
  • $20.40 Cap: $849M
  • View NEO Profile
  • View Questions on NEO
• MP Materials Corp. (MP $78.34)
  • $78.34 Cap: $13.87B
  • View MP Profile
  • View Questions on MP

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

Upvote 0

Read Answer Asked by Josh on August 31, 2022

• JPMorgan Equity Premium Income ETF (JEPI $56.00)
  • $56.00 P/E (TTM): 25.57X Cap: $41.32B
  • View JEPI Profile
  • View Questions on JEPI

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?

Upvote 0

Read Answer Asked by Carla on August 30, 2022