Investment Q&A

• Adobe Inc. (ADBE $319.55)
  • $319.55 P/E (TTM): 20.79X Cap: $133.41B
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• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
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• Microsoft Corporation (MSFT $476.99)
  • $476.99 P/E (TTM): 33.58X Cap: $3.54T
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• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
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• Constellation Software Inc. (CSU $3,396.27)
  • $3,396.27 P/E (TTM): 74.74X Cap: $71.69B
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• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $5.04B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
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• TECSYS Inc. (TCS $35.90)
  • $35.90 P/E (TTM): 186.89X Cap: $516M
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• Advanced Micro Devices Inc. (AMD $206.13)
  • $206.13 P/E (TTM): 101.28X Cap: $350.11B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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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
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• Uranium Energy Corp. (UEC $12.10)
  • $12.10 Cap: $5.06B
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Q: Your opinion on these 2 please?
Thanks.

Upvote 0

Read Answer Asked by Austin on September 01, 2022

• ChargePoint Holdings Inc. (CHPT $7.78)
  • $7.78 Cap: $181M
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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.

Upvote 0

Read Answer Asked by Dr Lorraine on September 01, 2022

• ChargePoint Holdings Inc. (CHPT $7.78)
  • $7.78 Cap: $181M
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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?

Upvote 0

Read Answer Asked by Mike on September 01, 2022

• Qorvo Inc. (QRVO $84.45)
  • $84.45 P/E (TTM): 35.3X Cap: $7.80B
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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

Upvote 0

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 $76.55)
  • $76.55 P/E (TTM): 14.78X Cap: $12.66B
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• Jackson Financial Inc. Class A (JXN $97.11)
  • $97.11 P/E (TTM): 12.48X Cap: $6.37B
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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?

Upvote 0

Read Answer Asked by David on September 01, 2022

• Advanced Micro Devices Inc. (AMD $206.13)
  • $206.13 P/E (TTM): 101.28X Cap: $350.11B
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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 $14.81)
  • $14.81 P/E (TTM): 29.86X Cap: $911M
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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.

Upvote 0

Read Answer Asked by Will on September 01, 2022

• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
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• Advanced Micro Devices Inc. (AMD $206.13)
  • $206.13 P/E (TTM): 101.28X Cap: $350.11B
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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

Upvote 0

Read Answer Asked by Tyler on September 01, 2022

• CrowdStrike Holdings Inc. (CRWD $512.34)
  • $512.34 Cap: $127.18B
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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.

Upvote 0

Read Answer Asked by Shane on August 31, 2022

• Neo Performance Materials Inc. (NEO $16.65)
  • $16.65 Cap: $692M
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• MP Materials Corp. (MP $58.21)
  • $58.21 Cap: $10.46B
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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

Upvote 0

Read Answer Asked by Josh on August 31, 2022

• JPMorgan Equity Premium Income ETF (JEPI $57.44)
  • $57.44 P/E (TTM): 24.94X Cap: $40.58B
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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

Upvote 0

Read Answer Asked by Fooklin on August 30, 2022

• iShares Global Water Index ETF (CWW $66.37)
  • $66.37 P/E (TTM): 32.21X Cap: $303M
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• Invesco Water Resources ETF (PHO $72.45)
  • $72.45 P/E (TTM): 28.95X Cap: $2.11B
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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

Q: Are you able to check out an American company for me called
NovaTech.

Upvote 0

Read Answer Asked by Al on August 30, 2022

• Invesco S&P 500 Equal Weight Index ETF (EQL $40.57)
  • $40.57 P/E (TTM): 21.95X Cap: $1.43B
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• Global X S&P 500 Covered Call ETF (XYLD $40.14)
  • $40.14 P/E (TTM): 26.58X Cap: $3.02B
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Q: Hi

I refer to the question from Ian concerning XYLD.

In our RRSP accounts EQL represents 17% of our holdings.

As retirement is fast approaching I am thinking of splitting our EQL holdings with XYLD, for the dividend.

Would this make sense?

Thank you for your time

Mike

Upvote 0

Read Answer Asked by Mike on August 30, 2022

• Lantronix Inc. (LTRX $4.85)
  • $4.85 Cap: $190M
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Q: I would like your interpretation and opinion of Lantronix's results. They seemed reasonably good to me but were punished hard. IT and IoT seems like a good sector to be in so I have held on. Is there just one analyst?
Thank you.

Upvote 0

Read Answer Asked by Gayle on August 30, 2022

• Intel Corporation (INTC $35.83)
  • $35.83 P/E (TTM): 3450.0X Cap: $156.65B
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• 3M Company (MMM $171.54)
  • $171.54 P/E (TTM): 26.85X Cap: $91.36B
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• Merck & Company Inc. (MRK $105.66)
  • $105.66 P/E (TTM): 12.92X Cap: $262.25B
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• Pfizer Inc. (PFE $25.72)
  • $25.72 P/E (TTM): 13.32X Cap: $143.39B
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• Verizon Communications Inc. (VZ $40.59)
  • $40.59 P/E (TTM): 8.81X Cap: $171.14B
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• Williams Companies Inc. (The) (WMB $59.37)
  • $59.37 P/E (TTM): 30.11X Cap: $72.50B
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Q: Hello 5i,
It was suggested that MMM is not going anywhere soon, but yet it hasd over 4% yield. As a value investor is it time to let it go, noting its problems or kept for yield? I f let go, would you please suggest a replacement with good yield.
Thank you
Stanley

Upvote 0

Read Answer Asked by STANLEY on August 30, 2022