Investment Q&A

• ViacomCBS (VIAC)
  • P/E (TTM): 7.0X
  • View VIAC Profile
  • View Questions on VIAC

Q: Hi 5i,
It’s been a while since a question on VIAC. Over the past week or so, I have seen several analysts turn positive on VIAC for 2022. It is viewed as cheap on a PE and PS basis. Analysts say it has a lot of content which is really undervalued by the market and that its streaming service has good potential. It does have a lot of debt.
That’s those guys. What are your current views?

Thanks again.
Dave

Upvote 0

Read Answer Asked by Dave on January 07, 2022

• iShares Russell 2000 Growth ETF (IWO $316.08)
  • $316.08 P/E (TTM): 22.39X Cap: $12.67B
  • View IWO Profile
  • View Questions on IWO
• ARK Innovation ETF (ARKK $76.79)
  • $76.79 P/E (TTM): 39.89X Cap: $8.80B
  • View ARKK Profile
  • View Questions on ARKK
• iShares U.S. Insurance ETF (IAK $133.42)
  • $133.42 P/E (TTM): 12.39X Cap: $526M
  • View IAK Profile
  • View Questions on IAK

Q: With the market rotation and possible interest rates impacting growth stock valuations.

Is ARKK becoming hit too hard to ignore?

What would be your top ETF plays for today and the next 2-3 years? I've been riding semi's.

This is an added boost for my portfolio which is otherwise balanced.


Thank you very much!!!

Upvote 0

Read Answer Asked by Adam on January 07, 2022

• Upstart Holdings Inc. (UPST $39.02)
  • $39.02 Cap: $3.79B
  • View UPST Profile
  • View Questions on UPST

Q: For UPST, what are the consensus earnings expectations for each of the 4 quarters for 2022?

Also, what are the "interesting new initiatives" you referred to on jan 3 of this year?

Upvote 0

Read Answer Asked by arnold on January 07, 2022

• T-Mobile US Inc. (TMUS $207.34)
  • $207.34 P/E (TTM): 20.16X Cap: $231.91B
  • View TMUS Profile
  • View Questions on TMUS

Q: good morning- your thoughts on TMUS. It has dropped a lot over the past six months and is the only one of Citibanks top ten choices for both value and growth. Time to buy or stay on the sidelines. I could use more telecom and have a whack of Telus. thanks. al

Upvote 0

Read Answer Asked by alex on January 07, 2022

• Intuitive Surgical Inc. (ISRG $568.48)
  • $568.48 P/E (TTM): 74.19X Cap: $203.78B
  • View ISRG Profile
  • View Questions on ISRG
• Stryker Corporation (SYK $370.22)
  • $370.22 P/E (TTM): 48.39X Cap: $141.58B
  • View SYK Profile
  • View Questions on SYK

Q: since the number of hospital surgeries will grow post covid please list your 2 favourite companies that will benefit . please name a pairing of companies with little or no overlap that will benefit under this scenario. thanks Richard

Upvote 0

Read Answer Asked by richard on January 07, 2022

• Open Text Corporation (OTEX $47.02)
  • $47.02 P/E (TTM): 17.42X Cap: $11.84B
  • View OTEX Profile
  • View Questions on OTEX
• Rapid7 Inc. (RPD $14.20)
  • $14.20 P/E (TTM): 39.74X Cap: $929M
  • View RPD Profile
  • View Questions on RPD
• Evolve Cyber Security Index ETF Unit (CYBRB)
  • P/E (TTM): 29.8X
  • View CYBRB Profile
  • View Questions on CYBRB
• Palantir Technologies Inc. (PLTR $162.25)
  • $162.25 P/E (TTM): 516.17X Cap: $386.71B
  • View PLTR Profile
  • View Questions on PLTR
• Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
  • $44.24 P/E (TTM): 147.69X Cap: $1.82B
  • View MAGT Profile
  • View Questions on MAGT

Q: Hi 5i team.
Looking for at least 3-5 year and likely longer hold on cybersecurity stocks or ETF. Would invest about 2 % of my equity funds in this.
Need high conviction for longer term capital preservation though I am quite OK with volatility. (A lot of tech stocks currently are relatively on sale.)

What would be your top 2 stocks and/or ETF recommendation? What price would you consider buying in at for your top recommendations.
Thank you so much.

Upvote 0

Read Answer Asked by Tulio on January 07, 2022

• Generac Holdlings Inc. (GNRC $144.73)
  • $144.73 P/E (TTM): 27.87X Cap: $8.57B
  • View GNRC Profile
  • View Questions on GNRC
• Watsco Inc. (WSO $331.02)
  • $331.02 P/E (TTM): 26.22X Cap: $13.42B
  • View WSO Profile
  • View Questions on WSO

Q: Recently, Watsco has increased in value while Generac went into a deep decline. Why the diversion and which is the better company?

Thank you for your analysis and reviews throughout the year!

Upvote 0

Read Answer Asked by Sigrid on January 06, 2022

• QUALCOMM Incorporated (QCOM $165.06)
  • $165.06 P/E (TTM): 32.59X Cap: $174.89B
  • View QCOM Profile
  • View Questions on QCOM
• AbbVie Inc. (ABBV $229.51)
  • $229.51 P/E (TTM): 113.05X Cap: $405.63B
  • View ABBV Profile
  • View Questions on ABBV
• Pfizer Inc. (PFE $25.22)
  • $25.22 P/E (TTM): 13.32X Cap: $143.39B
  • View PFE Profile
  • View Questions on PFE
• Verizon Communications Inc. (VZ $40.21)
  • $40.21 P/E (TTM): 8.81X Cap: $173.84B
  • View VZ Profile
  • View Questions on VZ
• Williams Companies Inc. (The) (WMB $59.43)
  • $59.43 P/E (TTM): 30.11X Cap: $72.57B
  • View WMB Profile
  • View Questions on WMB
• Methanex Corporation (MX $48.71)
  • $48.71 P/E (TTM): 11.96X Cap: $3.76B
  • View MX Profile
  • View Questions on MX
• Algonquin Power & Utilities Corp. (AQN $8.40)
  • $8.40 Cap: $6.45B
  • View AQN Profile
  • View Questions on AQN
• Magna International Inc. (MG $68.16)
  • $68.16 P/E (TTM): 13.26X Cap: $19.20B
  • View MG Profile
  • View Questions on MG
  • View Reports on MG
• Vanguard Dividend Appreciation FTF (VIG $216.96)
  • $216.96 P/E (TTM): 23.87X Cap: $98.65B
  • View VIG Profile
  • View Questions on VIG
• Nutrien Ltd. (NTR $79.35)
  • $79.35 P/E (TTM): 45.89X Cap: $38.35B
  • View NTR Profile
  • View Questions on NTR
• Brookfield Asset Management Inc Class A Limited (BAM $50.79)
  • $50.79 P/E (TTM): 31.52X Cap: $81.88B
  • View BAM Profile
  • View Questions on BAM

Q: I have some extra USD money from a small US pension that is used for going to Florida in the winters. Since we have not gone in the last two years, I would like to put some of it in our TFSA. My questions are, if I buy say TD on the NY stock exchange would the dividend in US dollars be subject to 15% withholding tax. Could you please give me several companies I could buy into if this is true. Could you also give me several US companies or ETF's that would give me a dividend and hopefully growth for a long term hold. Thank you for all the help I get for being a member. Gary

Upvote 0

Read Answer Asked by Gary on January 06, 2022

• Pfizer Inc. (PFE $25.22)
  • $25.22 P/E (TTM): 13.32X Cap: $143.39B
  • View PFE Profile
  • View Questions on PFE

Q: Happy New Year to all. With the new pill to help people with Covid 19 do you feel PFE will continue to rise or at least hold steady? The variants may be with us for awhile!
Thankyou for a solid year and here's to a HEALTHY 2022

Upvote 0

Read Answer Asked by El-ann on January 06, 2022

• Berkeley Lights Inc. (BLI)
  • P/E (TTM): -1.3X Cap: $91M
  • View BLI Profile
  • View Questions on BLI

Q: This will be an ugly day for Berkeley. Is this a good opportunity gone bad. How do you like it’s future prospects? Would you buy today, being it’s all time low?

Upvote 0

Read Answer Asked by Chris on January 06, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
  • $219.14 P/E (TTM): 83.48X Cap: $285.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: hi. can you provide the PE and PEG on shopify (current and forward). I see different numbers on different websites. and do you see any new challenges for SHOP going forward re today's fed minutes? and is this a good entry point? thanks chris

Upvote 0

Read Answer Asked by chris on January 06, 2022

• QUALCOMM Incorporated (QCOM $165.06)
  • $165.06 P/E (TTM): 32.59X Cap: $174.89B
  • View QCOM Profile
  • View Questions on QCOM
• AbbVie Inc. (ABBV $229.51)
  • $229.51 P/E (TTM): 113.05X Cap: $405.63B
  • View ABBV Profile
  • View Questions on ABBV
• McDonald's Corporation (MCD $304.90)
  • $304.90 P/E (TTM): 26.4X Cap: $220.30B
  • View MCD Profile
  • View Questions on MCD
• Pfizer Inc. (PFE $25.22)
  • $25.22 P/E (TTM): 13.32X Cap: $143.39B
  • View PFE Profile
  • View Questions on PFE
• Verizon Communications Inc. (VZ $40.21)
  • $40.21 P/E (TTM): 8.81X Cap: $173.84B
  • View VZ Profile
  • View Questions on VZ
• Williams Companies Inc. (The) (WMB $59.43)
  • $59.43 P/E (TTM): 30.11X Cap: $72.57B
  • View WMB Profile
  • View Questions on WMB

Q: Happy New Year from Panama!

I will be receiving RRIF payments at the end of each month going forward.
My question to the team is could you please give me a couple of US and CDN stock ideas? looking for safety of principal, with some growth,and monthly payouts? or quarterly?

Thanking you in advance

Stephen

Upvote 0

Read Answer Asked by Stephen on January 06, 2022

• Beyond Inc Com (OSTK)
  • Cap: $760M
  • View OSTK Profile
  • View Questions on OSTK

Q: Hello Peter,

Could you please give me your opinion of the stock at current price levels? I have been holding on to it through the decline and am wondering if it should have a place in the risky portion of the portfolio? With the rotation out of growth providing opportunities at now lower valuations, where would you place OSTK in the spectrum?
Regards
Rajiv

Upvote 0

Read Answer Asked by Rajiv on January 06, 2022

• Microsoft Corporation (MSFT $474.00)
  • $474.00 P/E (TTM): 33.58X Cap: $3.50T
  • View MSFT Profile
  • View Questions on MSFT
• Zoom Communications Inc. (ZM $78.60)
  • $78.60 P/E (TTM): 20.75X Cap: $23.52B
  • View ZM Profile
  • View Questions on ZM

Q: What do you see as potential growth prospects for this company? I’m considering selling my shares in it, in favour of a business with greater growth potential longterm. Thank you.

Upvote 0

Read Answer Asked by Anthony on January 06, 2022

• Xylem Inc. New (XYL $141.43)
  • $141.43 P/E (TTM): 36.18X Cap: $34.43B
  • View XYL Profile
  • View Questions on XYL
• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
  • View NVEE Profile
  • View Questions on NVEE
• Evoqua Water Technologies Corp. (AQUA)
  • P/E (TTM): 76.81X Cap: $6.10B
  • View AQUA Profile
  • View Questions on AQUA
• Tetra Tech Inc. (TTEK $32.70)
  • $32.70 P/E (TTM): 35.54X Cap: $8.61B
  • View TTEK Profile
  • View Questions on TTEK

Q: Happy New Year 5i. I'm looking for an investment in the water space. Would you select an industrial like AQUA or XYL or favour the engineering side with a company like TTEK? Are there any other companies you would suggest in this space?

Upvote 0

Read Answer Asked by Stefan on January 06, 2022

• Xylem Inc. New (XYL $141.43)
  • $141.43 P/E (TTM): 36.18X Cap: $34.43B
  • View XYL Profile
  • View Questions on XYL
• American Water Works Company Inc. (AWK $131.51)
  • $131.51 P/E (TTM): 23.33X Cap: $25.66B
  • View AWK Profile
  • View Questions on AWK

Q: Xylem is rated a 'sell' by Raymond James. 'Sell' ratings are not too common among analysts so I would appreciate your opinion of the company. Would you recommend an alternate water stock to replace XYL?
With appreciation,
Ed

Upvote 0

Read Answer Asked by Ed on January 06, 2022

• Okta Inc. (OKTA $79.15)
  • $79.15 P/E (TTM): 90.44X Cap: $13.95B
  • View OKTA Profile
  • View Questions on OKTA
• MongoDB Inc. (MDB $330.63)
  • $330.63 Cap: $26.89B
  • View MDB Profile
  • View Questions on MDB

Q: Please provide your current comments on whether these two companies are good investments at this time. What is their potential for growth and what risks do they face in an inflationary environment?

Thank you and a happy new year to all at 5i

Stella

Upvote 0

Read Answer Asked by Stella on January 06, 2022

• Thermo Fisher Scientific Inc (TMO $586.07)
  • $586.07 P/E (TTM): 33.94X Cap: $220.19B
  • View TMO Profile
  • View Questions on TMO

Q: Peter; All the best in 2022- Covid free . Could you update your opinion on Thermo ? Thanks. Rod

Upvote 0

Read Answer Asked by Rodney on January 05, 2022

• Roku Inc. (ROKU $93.58)
  • $93.58 Cap: $13.82B
  • View ROKU Profile
  • View Questions on ROKU

Q: Purchased very recently and lost 9% already. Not sure if it's an opportunity to purchase more, or just hold what I have.

Your opinion, please.

Upvote 0

Read Answer Asked by Brenda on January 05, 2022

• Alpha and Omega Semiconductor Limited (AOSL $19.74)
  • $19.74 Cap: $593M
  • View AOSL Profile
  • View Questions on AOSL

Q: any reason why this is down so much when semiconductors holding up so well?

Upvote 0

Read Answer Asked by hal on January 05, 2022