Investment Q&A

• Conformis Inc. (CFMS)
  • Cap: $17M
  • View CFMS Profile
  • View Questions on CFMS

Q: What are your thoughts ? Thanks.

Upvote 0

Read Answer Asked by Norman on November 12, 2021

• NVIDIA Corporation (NVDA $175.64)
  • $175.64 P/E (TTM): 58.21X Cap: $4.44T
  • View NVDA Profile
  • View Questions on NVDA
• QUALCOMM Incorporated (QCOM $156.25)
  • $156.25 P/E (TTM): 15.25X Cap: $171.45B
  • View QCOM Profile
  • View Questions on QCOM
• Sun Life Financial Inc. (SLF $80.92)
  • $80.92 P/E (TTM): 14.67X Cap: $45.83B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• WSP Global Inc. (WSP $282.55)
  • $282.55 P/E (TTM): 45.26X Cap: $36.46B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $43.53)
  • $43.53 P/E (TTM): 78.53X Cap: $21.35B
  • View TECK.B Profile
  • View Questions on TECK.B

Q: Hi group what 3 stocks and why? would you suggest assuming with are stuck with extreme inflation for the next several years.

Also is it too late to start a position in NVDA and if so can you suggest another chip maker that has more room to run and why so. Thanks for your guidance

Upvote 0

Read Answer Asked by Terence on November 12, 2021

• Bumble Inc. (BMBL $6.38)
  • $6.38 Cap: $663M
  • View BMBL Profile
  • View Questions on BMBL

Q: Youch 20% down today, good time to start a position perhaps?

Upvote 0

Read Answer Asked by Danielle on November 11, 2021

• CrowdStrike Holdings Inc. (CRWD $418.60)
  • $418.60 Cap: $104.33B
  • View CRWD Profile
  • View Questions on CRWD
• Digital Turbine Inc. (APPS $3.97)
  • $3.97 Cap: $449M
  • View APPS Profile
  • View Questions on APPS

Q: If you could only pick one for growth which would it be CRWD or APPS and why assuming a high tolerance for risk?

Thanks for your service!

Upvote 0

Read Answer Asked by Ozzie on November 11, 2021

• ZipRecruiter Inc. Class A (ZIP $4.34)
  • $4.34 Cap: $378M
  • View ZIP Profile
  • View Questions on ZIP

Q: Thoughts on the quarter? Thanks.

Upvote 0

Read Answer Asked by Marco on November 11, 2021

• ChargePoint Holdings Inc. (CHPT $12.02)
  • $12.02 Cap: $280M
  • View CHPT Profile
  • View Questions on CHPT

Q: Should this company benefit from Us spending?

Upvote 0

Read Answer Asked by hal on November 11, 2021

• Digital Turbine Inc. (APPS $3.97)
  • $3.97 Cap: $449M
  • View APPS Profile
  • View Questions on APPS
• Upstart Holdings Inc. (UPST $61.59)
  • $61.59 Cap: $5.92B
  • View UPST Profile
  • View Questions on UPST

Q: Peter; I know your cardinal rule of not to average down but both these seem way out step with their reported earnings and estimates for next year. If you owned them would you nibble a bit ? Thanks. Rod

Upvote 0

Read Answer Asked by Rodney on November 11, 2021

• Realty Income Corporation (O $59.01)
  • $59.01 P/E (TTM): 53.16X Cap: $52.91B
  • View O Profile
  • View Questions on O
• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.75)
  • $41.75 P/E (TTM): 83.72X Cap: $6.58B
  • View CAR.UN Profile
  • View Questions on CAR.UN
• Tricon Residential Inc. (TCN $15.34)
  • $15.34 P/E (TTM): 28.0X Cap: $4.50B
  • View TCN Profile
  • View Questions on TCN
  • View Reports on TCN
• Dream Industrial Real Estate Investment Trust (DIR.UN $12.29)
  • $12.29 P/E (TTM): 25.46X Cap: $3.59B
  • View DIR.UN Profile
  • View Questions on DIR.UN
  • View Reports on DIR.UN
• Cencora Inc. (COR $294.71)
  • $294.71 P/E (TTM): 33.89X Cap: $56.29B
  • View COR Profile
  • View Questions on COR

Q: What are your recommendations for the best US and Canadian REITS for a 5-10 year hold?

Upvote 0

Read Answer Asked by Robert on November 11, 2021

• Lion Electric Company (The) (LEV $0.35)
  • $0.35 Cap: $78M
  • View LEV Profile
  • View Questions on LEV
• FIGS Inc. Class A (FIGS $7.10)
  • $7.10 P/E (TTM): 173.25X Cap: $1.11B
  • View FIGS Profile
  • View Questions on FIGS

Q: Hi, Could you please comment on LEV and Figs earnings. Thank you

Upvote 0

Read Answer Asked by francis on November 11, 2021

• Ginkgo Bioworks Holdings Inc. Class A (DNA $11.94)
  • $11.94 Cap: $816M
  • View DNA Profile
  • View Questions on DNA

Q: What are your thoughts ? Thanks.

Upvote 0

Read Answer Asked by Norman on November 11, 2021

• Duke Energy Corporation (Holding Company) (DUK $123.78)
  • $123.78 P/E (TTM): 20.31X Cap: $94.45B
  • View DUK Profile
  • View Questions on DUK
• Brookfield Renewable Partners L.P. (BEP.UN $34.54)
  • $34.54 Cap: $22.72B
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN
• Innergex Renewable Energy Inc. (INE $13.74)
  • $13.74 P/E (TTM): 72.32X Cap: $2.79B
  • View INE Profile
  • View Questions on INE
• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
  • View RNW Profile
  • View Questions on RNW
• Boralex Inc. Class A Shares (BLX $30.32)
  • $30.32 Cap: $3.12B
  • View BLX Profile
  • View Questions on BLX
• Portland General Electric Co (POR $42.65)
  • $42.65 P/E (TTM): 15.67X Cap: $4.70B
  • View POR Profile
  • View Questions on POR
• IDACORP Inc. (IDA $127.17)
  • $127.17 P/E (TTM): 22.0X Cap: $6.85B
  • View IDA Profile
  • View Questions on IDA

Q: I would like to invest more heavily in power producers that have a higher concentration of hydroelectric power generating stations. What stocks would you recommend in Canada and the US?
Thanks!!

Upvote 0

Read Answer Asked by Grant on November 11, 2021

• Microsoft Corporation (MSFT $509.77)
  • $509.77 P/E (TTM): 38.14X Cap: $3.84T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $175.64)
  • $175.64 P/E (TTM): 58.21X Cap: $4.44T
  • View NVDA Profile
  • View Questions on NVDA
• QUALCOMM Incorporated (QCOM $156.25)
  • $156.25 P/E (TTM): 15.25X Cap: $171.45B
  • View QCOM Profile
  • View Questions on QCOM
• Salesforce Inc. (CRM $246.00)
  • $246.00 P/E (TTM): 37.94X Cap: $233.23B
  • View CRM Profile
  • View Questions on CRM

Q: I currently own MSFT and NVDA in my technology group. I would like to add one position as a 5% weight in my technology holdings. What large cap stock would you add to compliment MSFT and NVDA as a long term hold.
I already own AMZN and GOOGL under communication sector. Best, Don

Upvote 0

Read Answer Asked by DONALD on November 11, 2021

• Paysafe Limited (PSFE $13.73)
  • $13.73 Cap: $822M
  • View PSFE Profile
  • View Questions on PSFE

Q: Hi. Can comment about the earnings report and reasons for the big stock price drop today? Good time to average down, if the time horizon is 5+ years?
Thanks.

Upvote 0

Read Answer Asked by Nghi on November 11, 2021

• SEMrush Holdings Inc. Class A (SEMR $7.73)
  • $7.73 P/E (TTM): 753.0X Cap: $1.14B
  • View SEMR Profile
  • View Questions on SEMR

Q: This company is recent on the market and has published some results since being a public company. What is your opinion and does it have the potential of becoming much bigger with time? Thanks

Upvote 0

Read Answer Asked by jean on November 11, 2021

• The Walt Disney Company (DIS $116.27)
  • $116.27 P/E (TTM): 23.55X Cap: $209.54B
  • View DIS Profile
  • View Questions on DIS

Q: Worth looking at buying Disney with the drop this morning or do you think more room to move

Upvote 0

Read Answer Asked by mike on November 11, 2021

• Xometry Inc. (XMTR $45.73)
  • $45.73 Cap: $2.43B
  • View XMTR Profile
  • View Questions on XMTR

Q: Thoughts on the future prospects of XMTR and on-demand manufacturing now that earnings are out?

Upvote 0

Read Answer Asked by John on November 11, 2021

Q: QUBT Interesting ! Appreciate your opinion. Thanks

Upvote 0

Read Answer Asked by Kamal on November 11, 2021

• Rivian Automotive Inc. (RIVN $12.25)
  • $12.25 Cap: $14.86B
  • View RIVN Profile
  • View Questions on RIVN

Q: Hello Everyone!! Rivian is releasing an IPO ( I don’t know if I said that right ). They make electric trucks. What are your thoughts on the company, and should one wait and see where these stocks go??? Thank you for your great service, Tamara

Upvote 0

Read Answer Asked by Tamara on November 11, 2021

• Tesla Inc. (TSLA $329.31)
  • $329.31 P/E (TTM): 191.08X Cap: $1.08T
  • View TSLA Profile
  • View Questions on TSLA
• Lucid Group Inc. (LCID $2.13)
  • $2.13 Cap: $7.18B
  • View LCID Profile
  • View Questions on LCID
• Rivian Automotive Inc. (RIVN $12.25)
  • $12.25 Cap: $14.86B
  • View RIVN Profile
  • View Questions on RIVN

Q: Was wondering if you could provide a comparison between Tesla, Lucid and Rivian on a growth and valuation basis. How do you consider their target markets, operational execution risk, technology advancement, risk, etc. How would you rank them for a 5yr hold and why?

Upvote 0

Read Answer Asked by Husseinali on November 11, 2021

• DigitalOcean Holdings Inc. (DOCN $30.89)
  • $30.89 P/E (TTM): 23.52X Cap: $2.81B
  • View DOCN Profile
  • View Questions on DOCN

Q: Hi 5i Team,
Digital Ocean has been doing well since it went public in March. What do you think of this company going forward, is it still buyable at the current level?
Thank you for your great advice as always.

Upvote 1

Read Answer Asked by Pui on November 11, 2021