Investment Q&A

• Apple Inc. (AAPL $276.97)
  • $276.97 P/E (TTM): 36.3X Cap: $4.07T
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• Starbucks Corporation (SBUX $85.91)
  • $85.91 P/E (TTM): 36.79X Cap: $97.68B
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• Verizon Communications Inc. (VZ $40.59)
  • $40.59 P/E (TTM): 8.81X Cap: $171.14B
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• Walmart Inc. (WMT $107.00)
  • $107.00 P/E (TTM): 39.59X Cap: $853.09B
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• BCE Inc. (BCE $32.47)
  • $32.47 P/E (TTM): 4.89X Cap: $30.34B
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• Loblaw Companies Limited (L $63.02)
  • $63.02 P/E (TTM): 7.79X Cap: $75.33B
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• lululemon athletica inc. (LULU $177.51)
  • $177.51 P/E (TTM): 11.48X Cap: $20.14B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $109.14)
  • $109.14 P/E (TTM): 44.33X Cap: $12.47B
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• Alimentation Couche-Tard Inc. (ATD.A)
  • P/E (TTM): 9.8X
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• Teck Resources Ltd (TECK $42.24)
  • $42.24 P/E (TTM): 22.67X Cap: $20.09B
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Q: It seems to me that going forward inflation worries are real. Assuming my thesis is correct, I have read that one way for investors to protect their portfolios is to buy companies with "pricing power". What exactly is pricing power and can you give me a list of Canadian and American companies that currently have the most pricing power.

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Read Answer Asked by Les on November 01, 2021

• Apple Inc. (AAPL $276.97)
  • $276.97 P/E (TTM): 36.3X Cap: $4.07T
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• Amazon.com Inc. (AMZN $229.67)
  • $229.67 P/E (TTM): 31.17X Cap: $2.41T
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Q: Group looking more and more that supply issues along with inflation are going to effect the market sooner rather than later. Results from AAPL and AMZN were dismal i own all the major fang stocks is it time to take profits before a correction (at least in this sector) please give me your specific thoughts on the fangs Also your top 3 Cad and top 3 US stocks with moderate risk going fwd...thanks for your guidance

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Read Answer Asked by Terence on November 01, 2021

• Proto Labs Inc. (PRLB $50.78)
  • $50.78 P/E (TTM): 79.79X Cap: $1.16B
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Q: Hello 5i team. Proto got taken out to the wood shed yesterday.Is there a good runway for this company,,,wait another quarter? Or move on . The
anks Mike

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Read Answer Asked by michael on November 01, 2021

• Amazon.com Inc. (AMZN $229.67)
  • $229.67 P/E (TTM): 31.17X Cap: $2.41T
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Q: Please comment on the earning.

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Read Answer Asked by Young on November 01, 2021

• PENN Entertainment Inc. (PENN $14.57)
  • $14.57 Cap: $1.82B
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Q: Now that I have shares in PENN is this a good stock to Hold, Buy more, or Sell?
Thank you for your advice.

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Read Answer Asked by patricia on November 01, 2021

• Meta Platforms Inc. (META $636.22)
  • $636.22 P/E (TTM): 26.32X Cap: $1.60T
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• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
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• The Walt Disney Company (DIS $103.31)
  • $103.31 P/E (TTM): 15.22X Cap: $181.99B
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• Matterport Inc. (MTTR)
  • Cap: $1.76B
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Q: What's your favourite Metaverse stock? What do you think of Disney as a Metaverse stock? Thanks.

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Read Answer Asked by Norman on November 01, 2021

• Tesla Inc. (TSLA $419.40)
  • $419.40 P/E (TTM): 260.73X Cap: $1.39T
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Q: I just noticed TSLA.NE which is hedged and trades in Canadian dollars. What is the disadvantage to buying these shares instead of the US shares?

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Read Answer Asked by DEBORAH on November 01, 2021

• AbbVie Inc. (ABBV $231.80)
  • $231.80 P/E (TTM): 113.05X Cap: $405.63B
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Q: What one US stock would you recommend for healthy dividend and moderate growth. Any sector is fine. Thanks for your guidance as always.

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Read Answer Asked by Dr Lorraine on November 01, 2021

• Cummins Inc. (CMI $494.94)
  • $494.94 P/E (TTM): 24.27X Cap: $68.31B
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• Ballard Power Systems Inc. (BLDP $3.79)
  • $3.79 Cap: $1.13B
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• Plug Power Inc. (PLUG $1.95)
  • $1.95 Cap: $2.73B
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• FuelCell Energy Inc. (FCEL $6.02)
  • $6.02 Cap: $286M
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Q: I think electrolysers / electrolysis may be a growth area in the near term. 

Can you suggest some public companies or ETFs  that are in this technology or space? 

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Read Answer Asked by Elliott on October 29, 2021

• Twilio Inc. Class A (TWLO $128.54)
  • $128.54 P/E (TTM): 309.15X Cap: $19.48B
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Q: Hi 5i,

With the recent pull back do you consider TWLO current price ~$280 a good entry point? Do you still like the prospects (i.e.) growth, or is this a falling knife? Will Rising Interest Rates put further pressure on the valuation?

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Read Answer Asked by Dean on October 29, 2021

• Ford Motor Company (F $13.17)
  • $13.17 P/E (TTM): 11.06X Cap: $51.63B
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• Tesla Inc. (TSLA $419.40)
  • $419.40 P/E (TTM): 260.73X Cap: $1.39T
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• Lucid Group Inc. (LCID $13.13)
  • $13.13 Cap: $4.10B
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Q: Hi,

Despite chip shortages, I'm considering taking my first position in a vehicle manufacturer. I'm specifically interested first in LCID and second in F. While I expect F to have some very experienced managers/executives/board members, what can you tell me of the people directing LCID? Lots of previous experience and are they up for the task?

C.

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Read Answer Asked by Cameron on October 29, 2021

• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $284.68)
  • $284.68 P/E (TTM): 38.17X Cap: $1.47T
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Q: I was reading this morning about this company doing an ipo today. Can you provide any insight on what you guys think of this company, and at what price-point do you guys think correlates to a good valuation in relation to it's peers?

Thank-you!

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Read Answer Asked by Brian on October 29, 2021

• Twilio Inc. Class A (TWLO $128.54)
  • $128.54 P/E (TTM): 309.15X Cap: $19.48B
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Q: What triggered the huge sell-off today?

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Read Answer Asked by Neil on October 29, 2021

• Mastercard Incorporated (MA $546.47)
  • $546.47 P/E (TTM): 34.55X Cap: $490.72B
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Q: Good day Team can i have your thoughts on Mastercard MA on the earnings and would it be a good entry Thank you . Norm

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Read Answer Asked by Norman on October 29, 2021

• First Trust ISE Cloud Computing Index Fund (SKYY $128.47)
  • $128.47 P/E (TTM): 37.25X Cap: $2.98B
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• Global X Cloud Computing ETF (CLOU $22.94)
  • $22.94 P/E (TTM): 36.84X Cap: $271M
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Q: Which one of these two cloud computing ETFs you would prefer and why?
Thank you!

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Read Answer Asked by Yongwei on October 29, 2021

• Shift4 Payments Inc. Class A (FOUR $70.15)
  • $70.15 P/E (TTM): 32.4X Cap: $6.16B
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Q: Hi 5i,
FOUR share price has been dropping steadily the last several months and today down another -13%....Do you have insights as to whats happening?
How does it compare to SQ and LSPD and would you have any interest in starting a new position here. If so, what price point would be attractive.
Thx
Jim

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Read Answer Asked by jim on October 29, 2021

• Emerson Electric Company (EMR $130.90)
  • $130.90 P/E (TTM): 31.74X Cap: $72.25B
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Q: Can you provide a current comment on Emerson …Looking for your view of its financials and potential return outlook.Kim

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Read Answer Asked by Kim on October 29, 2021

• Cencora Inc. (COR $374.75)
  • $374.75 P/E (TTM): 37.54X Cap: $72.16B
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Q: 3rd quarter FFO.1.39 doesn't look that terrible in short therm, if sequentially could be a bit lower, the med. Long therm show good numbers, the volatility surprise-me.
As usual Thank-you
Dan

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Read Answer Asked by DANIEL on October 29, 2021

• AbbVie Inc. (ABBV $231.80)
  • $231.80 P/E (TTM): 113.05X Cap: $405.63B
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• JPMorgan Chase & Co. (JPM $303.00)
  • $303.00 P/E (TTM): 14.75X Cap: $824.84B
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Q: Have US cash to deploy in a US Spousal RSP. Looking for long term yield, capital appreciation and relative safety. Comparing ABBV vs JPM (acknowledge different sectors). ABBV has high yield/high multiple, JPM ok yield/lower multiple/likely more upside with interest rates. Which is preferred?

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Read Answer Asked by Harry on October 29, 2021

• The Ether Fund (QETH.UN $64.15)
  • $64.15 Cap: $704M
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• Coinbase Global Inc (COIN $254.12)
  • $254.12 P/E (TTM): 20.8X Cap: $69.02B
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Q: I would like to have broad exposure to digital currency . I have COIN and QETH-UN.CA.
Your thoughts on these please . Any other choices you find interesting ?

Many Thanks

Greg

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Read Answer Asked by Greg on October 29, 2021