Investment Q&A

• eBay Inc. (EBAY $99.91)
  • $99.91 P/E (TTM): 22.06X Cap: $45.64B
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• PayPal Holdings Inc. (PYPL $68.14)
  • $68.14 P/E (TTM): 14.92X Cap: $65.96B
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• Affirm Holdings Inc. (AFRM $71.13)
  • $71.13 Cap: $23.82B
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Q: Is there an underlying reason for Paypals continuing slide? I was thinking it would be a good long term hold, but now having second thoughts
Thanks as always

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Read Answer Asked by steve on November 19, 2021

• Blackstone Inc. (BX $163.48)
  • $163.48 P/E (TTM): 51.12X Cap: $123.30B
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• Carlyle Group Inc (The) - Ordinary Shares (CG $60.71)
  • $60.71 P/E (TTM): 18.55X Cap: $22.63B
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Q: Considering taking a position in one of these two companies would appreciate your opinion on both and why you would choose one over the other.
Thanks John

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Read Answer Asked by John on November 19, 2021

• MarketAxess Holdings Inc. (MKTX $187.39)
  • $187.39 P/E (TTM): 32.4X Cap: $6.98B
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Q: MKTX has an attractive long term performance.
Why has MKTX gone down so much in 2021? In what market condition does it do well.
Thanks
Nick

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Read Answer Asked by Nick on November 19, 2021

• Amgen Inc. (AMGN $298.54)
  • $298.54 P/E (TTM): 26.67X Cap: $159.11B
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• Gilead Sciences Inc. (GILD $119.91)
  • $119.91 P/E (TTM): 24.79X Cap: $146.38B
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• Johnson & Johnson (JNJ $179.34)
  • $179.34 P/E (TTM): 18.85X Cap: $428.20B
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• Pfizer Inc. (PFE $25.47)
  • $25.47 P/E (TTM): 18.17X Cap: $143.95B
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• UnitedHealth Group Incorporated (DE) (UNH $298.50)
  • $298.50 P/E (TTM): 12.91X Cap: $275.54B
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• iShares Biotechnology ETF (IBB $137.56)
  • $137.56 P/E (TTM): 74.16X Cap: $5.66B
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• Vanguard Health Care ETF (VHT $253.92)
  • $253.92 P/E (TTM): 82.92X Cap: $15.38B
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• Moderna Inc. (MRNA $26.76)
  • $26.76 Cap: $10.85B
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Q: Hi can you recommend some healthcare etf funds that trade on the NYSE or NASDAQ, I need exposure in this sector, looking for:
1. Growth based funds with some dividend income
2. Dividend income with lower volatility

Thx!

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Read Answer Asked by Kimbeley on November 19, 2021

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X Cap: $74.28B
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Q: Regarding ATVI, If this drop continues would you step in at a certain price or is it low enough already that you are comfortable for a 5 year hold? Is there a price that screams out to you BUY!?

I feel the stock reaction is overblown not, to dismiss the issues at hand but I don’t feel anything has changed with the companies outlook long term with great gaming assets and the metaverse theme gaining traction moving forward.

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Read Answer Asked by Michael on November 19, 2021

• Amazon.com Inc. (AMZN $221.75)
  • $221.75 P/E (TTM): 35.29X Cap: $2.43T
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• Mastercard Incorporated (MA $590.19)
  • $590.19 P/E (TTM): 39.39X Cap: $529.30B
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• Visa Inc. (V $346.36)
  • $346.36 P/E (TTM): 33.47X Cap: $664.33B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.12)
  • $16.12 Cap: $2.30B
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• Celsius Holdings Inc. (CELH $61.96)
  • $61.96 P/E (TTM): 185.45X Cap: $15.59B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Upstart Holdings Inc. (UPST $61.12)
  • $61.12 Cap: $5.92B
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• Affirm Holdings Inc. (AFRM $71.13)
  • $71.13 Cap: $23.82B
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• Topicus.com Inc. (TOI $166.13)
  • $166.13 P/E (TTM): 81.66X Cap: $13.82B
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Q: Fire sale - V - 13 month low; MA just as bad; along with the rest of these. Do you think the people selling them have knowledge that we do not have and that is why they are selling these stocks. What is your take on what is happening? Thanks

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Read Answer Asked by Dennis on November 19, 2021

• Tesla Inc. (TSLA $316.39)
  • $316.39 P/E (TTM): 193.73X Cap: $1.06T
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• Fisker Inc. Class A (FSR)
  • Cap: $47M
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Q: I have a question about Fisker. Is this company a serious competitor for Tesla?

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Read Answer Asked by Valerie on November 19, 2021

• Reliance Inc. (RS $289.71)
  • $289.71 P/E (TTM): 20.14X Cap: $15.10B
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Q: Any reason for the drop yesterday? Do you still like RS going forward?

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Read Answer Asked by Jocelyne on November 18, 2021

• HIVE Digital Technologies Ltd. (HIVE $3.12)
  • $3.12 Cap: $759M
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• Hut 8 Corp. (HUT $29.16)
  • $29.16 Cap: $3.21B
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• MARA Holdings Inc. (MARA $14.67)
  • $14.67 P/E (TTM): 10.95X Cap: $5.61B
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Q: I was wondering if you could comment on the latest earnings of Hive. To me it looked like it was better than Mara and HUT. Also two new facilities also should be commissioned soon. Should be able to increase their mining?

Your thoughts please.

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Read Answer Asked by Jimmy on November 18, 2021

• NVIDIA Corporation (NVDA $169.24)
  • $169.24 P/E (TTM): 58.71X Cap: $4.28T
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Q: Can you please comment on their earnings. Would you add to the position


Thanks for the great service

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Read Answer Asked by Hector on November 18, 2021

• Citigroup Inc. (C $92.17)
  • $92.17 P/E (TTM): 14.91X Cap: $172.56B
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Q: I don't understand why this bank is such a poor performer relative to its peers. It is understood that their ROA is low relative to other banks but this metric continues to improve. Is it time to give up on this stock?

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Read Answer Asked by Paul on November 18, 2021

• Amazon.com Inc. (AMZN $221.75)
  • $221.75 P/E (TTM): 35.29X Cap: $2.43T
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• Alphabet Inc. (GOOG $198.23)
  • $198.23 P/E (TTM): 21.78X Cap: $2.44T
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• NVIDIA Corporation (NVDA $169.24)
  • $169.24 P/E (TTM): 58.71X Cap: $4.28T
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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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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.12)
  • $16.12 Cap: $2.30B
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• Docebo Inc. (DCBO $42.25)
  • $42.25 P/E (TTM): 45.3X Cap: $1.23B
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• Topicus.com Inc. (TOI $166.13)
  • $166.13 P/E (TTM): 81.66X Cap: $13.82B
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Q: Please rate in order of long term potential. Thanks.

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Read Answer Asked by Steven on November 18, 2021

• MKS Inc. (MKSI $97.71)
  • $97.71 P/E (TTM): 30.09X Cap: $6.76B
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Q: Hi Team, Thoughts on the quarter from MKS please. I bought a small amount(1/3 position) based on the PHO acquisition, would you add here?
Thanks
Rob

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Read Answer Asked by Robert on November 18, 2021

• TTEC Holdings Inc. (TTEC $3.69)
  • $3.69 Cap: $185M
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Q: Thoughts on the quarter from TTEC. Market seems unimpressed as the stock is down 15% in the past week. What is the biggest concern? Is it a sell here in the mid-80's or has the market over reacted?

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Read Answer Asked by Robert on November 18, 2021

Q: Braze, Inc. (BRZE) Another mediocre company in a sea of company's that do the same/similar thing? This is starting to seem like the tech boom & bust of the 90's.

Thank you.

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Read Answer Asked by Ross on November 18, 2021

• Repligen Corporation (RGEN $121.52)
  • $121.52 Cap: $6.94B
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Q: The stock almost doubled between May and September and has gone up and down since. Does it have potential to get back to its September high, and possibly higher?

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Read Answer Asked by Brendan on November 18, 2021

• Walmart Inc. (WMT $102.40)
  • $102.40 P/E (TTM): 43.03X Cap: $808.33B
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Q: Can I have your opinion on the latest quarter please

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Read Answer Asked by David on November 18, 2021

• Vector Group Ltd. (VGR)
  • P/E (TTM): 12.13X Cap: $2.35B
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Q: 5i I have owned this company and received dividends for a long time. Recently they announced they were splitting their real estate Douglas Elliman division. Will shareholders receive addtional shares. How those this work. Take has many credits. Should I just sell when they split. Tks 51

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Read Answer Asked by Guy on November 17, 2021

• Amazon.com Inc. (AMZN $221.75)
  • $221.75 P/E (TTM): 35.29X Cap: $2.43T
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• Mastercard Incorporated (MA $590.19)
  • $590.19 P/E (TTM): 39.39X Cap: $529.30B
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• Visa Inc. (V $346.36)
  • $346.36 P/E (TTM): 33.47X Cap: $664.33B
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Q: Poor Visa! What are your thoughts? Will other big companies or Amazon North America etc start rejecting visa too? I have been eyeing Visa and Mastercard for a while now. Is this a good time to buy Visa or wait and see if it falls through $190/200? Buy visa or mastercard, or both, or neither?

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Read Answer Asked by Connie on November 17, 2021

• Riskified Ltd. Class A (RSKD $4.05)
  • $4.05 Cap: $839M
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Q: Hello 5i,

I would like your thoughts on this company. After the big drop would you start a position for the long term ?
As always, thank you very much for your insight.

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Read Answer Asked by jean on November 17, 2021