Investment Q&A

• Align Technology Inc. (ALGN $125.79)
  • $125.79 P/E (TTM): 22.2X Cap: $9.11B
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Q: You indicated previously that below $ 375.00 would be very attractive. As of this question, it has dropped over 20% to $ 282.00. Based on results just announced what do you think is an attractive price now ? Would you buy now or wait for things to settle down ??

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Read Answer Asked by Randy on May 02, 2022

• AbbVie Inc. (ABBV $230.50)
  • $230.50 P/E (TTM): 110.38X Cap: $407.19B
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Q: Your thoughts on ABBV's quarter?

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Read Answer Asked by Neil on May 02, 2022

• Vanguard International Dividend Appreciation ETF (VIGI $88.45)
  • $88.45 P/E (TTM): 18.44X Cap: $8.17B
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Q: I find the dividend payment confusing for this ETF. Looking back at data over the last 4 years, i was expecting to see the dividend payment growing, What i found was that in 2018 the 4 dividend payments totaled .$1.15 ) 2019 - $1.32) 2020- $1.05) 2021- .82 cents. From a prior question on this ETF you mentioned they payed a $5.18 in capital gains distribution. Does this mean the fund sells the holdings at the end of the year and pays out the capital gains like a dividend?
Thanks Gord !

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Read Answer Asked by Gordon on May 02, 2022

• Intel Corporation (INTC $36.37)
  • $36.37 Cap: $159.19B
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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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Q: At current prices would you recommend NVIDIA, Intel or Qualcomm

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Read Answer Asked by Kimberley on May 02, 2022

• Postal Realty Trust Inc. Class A (PSTL $14.79)
  • $14.79 P/E (TTM): 38.93X Cap: $367M
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Q: Is this security a good idea for an income portfolio or is it the 2022 equivalent of « the Yellow Pages »?

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Read Answer Asked by David on May 02, 2022

• Juniper Networks Inc. (JNPR)
  • P/E (TTM): 38.03X Cap: $13.35B
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Q: What is your perception of JNPR’s current prospects?

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Read Answer Asked by David on May 02, 2022

• Simon Property Group Inc. (SPG $175.30)
  • $175.30 P/E (TTM): 27.64X Cap: $57.23B
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Q: Your thoughts on purchasing this stock. Great yield , I already own some but it looks tempting.
Do you think weakness recently is because of higher interest rates and do they have excessive debt?
Thanks Bob

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Read Answer Asked by Robert on May 02, 2022

• Apple Inc. (AAPL $245.27)
  • $245.27 P/E (TTM): 38.55X Cap: $3.63T
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• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 25.82X Cap: $2.92T
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• Intuitive Surgical Inc. (ISRG $429.59)
  • $429.59 P/E (TTM): 61.81X Cap: $153.99B
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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• Booking Holdings Inc. (BKNG $5,164.93)
  • $5,164.93 P/E (TTM): 36.2X Cap: $167.39B
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• Eli Lilly and Company (LLY $833.49)
  • $833.49 P/E (TTM): 55.91X Cap: $788.86B
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• The Trade Desk Inc. (TTD $52.36)
  • $52.36 P/E (TTM): 65.17X Cap: $25.60B
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• CrowdStrike Holdings Inc. (CRWD $493.66)
  • $493.66 Cap: $123.88B
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• Digital Turbine Inc. (APPS $6.25)
  • $6.25 Cap: $675M
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Q: Hi, if you have > 10 year horizon and are not concerned about short term volatility. Which companies (Canada and US) would you pick up now given the recent drawdown?

Thanks,

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Read Answer Asked by Hua on May 02, 2022

• Mitek Systems Inc. (MITK $9.05)
  • $9.05 P/E (TTM): 28.13X Cap: $413M
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Q: Hi 5i, big drop today from MITK today. What happened? Would you be inclined to hold?

Thanks!
Kyle

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Read Answer Asked by Kyle on May 02, 2022

• Atlassian Corporation (TEAM $144.56)
  • $144.56 Cap: $37.92B
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Q: Hello, could you please provide any commentary that you might have on Atlassian's recent earnings call and your feelings on the stock/company. The stock is down quite a bit today.

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Read Answer Asked by Al on May 02, 2022

• Analog Devices Inc. (ADI $225.32)
  • $225.32 P/E (TTM): 60.84X Cap: $110.84B
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Q: why would a cash acquisition on the Investing Activities on the cash flow statement not be in Parenthesis ?
2.4 B on the LTM.
Thanks Gord

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Read Answer Asked by Gordon on April 29, 2022

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.62X Cap: $1.77T
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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• Veeva Systems Inc. Class A (VEEV $286.59)
  • $286.59 P/E (TTM): 61.41X Cap: $46.97B
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• The Trade Desk Inc. (TTD $52.36)
  • $52.36 P/E (TTM): 65.17X Cap: $25.60B
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• CrowdStrike Holdings Inc. (CRWD $493.66)
  • $493.66 Cap: $123.88B
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• Digital Turbine Inc. (APPS $6.25)
  • $6.25 Cap: $675M
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• Jacobs Solutions Inc. (J $151.13)
  • $151.13 P/E (TTM): 38.86X Cap: $18.06B
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• Unity Software Inc. (U $36.08)
  • $36.08 Cap: $16.46B
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• KraneShares Global Carbon Strategy ETF (KRBN $33.58)
  • $33.58 Cap: $169M
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Q: 5% of my RSP is allocated to a risky/riskier /max growth theme with FB, J, KRBN and NVDA right now. I am looking for 1 or 2 more additions. APPS, U, and CRWD are on my list of considerations. In theory, I could wait 5-10+ yrs for max growth, but knowing my personality, 3-4 yrs is more in line with my expectations. Pls suggest some recommendations (does not have to be from my list) - Thank you.

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Read Answer Asked by David on April 29, 2022

• Carriage Services Inc. (CSV $44.05)
  • $44.05 P/E (TTM): 13.53X Cap: $691M
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Q: Could you comment on CSV's quarter? Thanks.

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Read Answer Asked by Ken on April 29, 2022

• GE Aerospace (GE $291.49)
  • $291.49 P/E (TTM): 41.75X Cap: $309.10B
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Q: GE is getting hammered these days - any idea what's caused the huge drop?

Thank you.

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Read Answer Asked by Chris on April 29, 2022

• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 25.82X Cap: $2.92T
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Q: Why did Google tank so quickly and badly recently? Is it a time to add more now? Thanks for your answer.

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Read Answer Asked by Pat on April 29, 2022

• Netflix Inc. (NFLX $1,220.08)
  • $1,220.08 P/E (TTM): 52.45X Cap: $518.44B
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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Q: Hi 5i - do you like the new CDN $ hedged CDR investments for US companies such as NVDA and Netflix?

Thanks, Neil

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Read Answer Asked by Neil on April 28, 2022

• Antero Resources Corporation (AR $31.60)
  • $31.60 P/E (TTM): 23.41X Cap: $10.47B
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Q: Hi folks...I believe AR announced first Q results last night. What are your thoughts? Would you add? What total weight would you go to?
Thankyou...

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Read Answer Asked by El-ann on April 28, 2022

• Thermo Fisher Scientific Inc (TMO $524.80)
  • $524.80 P/E (TTM): 30.92X Cap: $198.17B
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Q: Can I please have your thoughts and analysis on Thermo Fisher's recently announced Q1 results. Any comments would be appreciated. Do you see this stock as a long trem hold. Thank You.

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Read Answer Asked by Brian on April 28, 2022

• Illumina Inc. (ILMN $93.86)
  • $93.86 P/E (TTM): 12.4X Cap: $14.42B
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• Stryker Corporation (SYK $364.60)
  • $364.60 P/E (TTM): 49.03X Cap: $139.38B
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Q: I am interested in these two companies for growth. Which do you prefer and why? What would you say is a good entry point for them? Would you tend to wait to see what happens with these stock ie further volatility and declines? Thanks!

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Read Answer Asked by Pat on April 28, 2022

• Alphabet Inc. (GOOGL $236.57)
  • $236.57 P/E (TTM): 25.75X Cap: $2.86T
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Q: Good Morning.
Please give us your thoughts on GOOGL earnings.
Thank you.

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Read Answer Asked by francois on April 28, 2022