Investment Q&A

• ATS Corporation (ATS $42.94)
  • $42.94 Cap: $4.19B
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Q: The other day Bruce asked about buying ATA at the current price. The answer concluded with " it remains fine to buy, but it should not be a 'buy and forget' name".
I am pretty much a buy and hold investor. What can a retail investor with limited access to research and market information (and limited wherewithal to understand the market) do to assess when if might be time to sell this stock?
Thank you for your excellent service.

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Read Answer Asked by Leonard on September 03, 2021

• Strathcona Resources Ltd. (SCR $32.85)
  • $32.85 Fwd P/E: 9.71X Cap: $7.03B
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Q: Follow up to my previous question. May I ask why you are not recommending it for trading now, even though it is bought by PENN?

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Read Answer Asked by Ron on September 02, 2021

• C3.ai Inc. Class A (AI $28.71)
  • $28.71 Cap: $3.85B
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Q: Hi, Could you please comment on AI earnings. Thank you

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Read Answer Asked by francis on September 02, 2021

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Recent pullback just profit taking?

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Read Answer Asked by Kim on September 02, 2021

• Constellation Software Inc. (CSU $4,984.83)
  • $4,984.83 Fwd P/E: 105.25X Cap: $105.63B
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• Enghouse Systems Limited (ENGH $23.45)
  • $23.45 Fwd P/E: 16.72X Cap: $1.29B
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Q: from a long term perspective how does engh and csu an look today?How does the value look with regards to forward PE and other metrics 5i would look at? Thx

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Read Answer Asked by blake on September 02, 2021

• Trulieve Cannabis Corp (TRUL $5.52)
  • $5.52 Cap: $1.03B
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Q: TRUL ... with recent activities and target stock prices from many brokerages between $96 to $85 ... is this undervalued and is this a good buy at this price

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Read Answer Asked by Bob on September 02, 2021

• BRP Inc. Subordinate Voting Shares (DOO $66.16)
  • $66.16 Cap: $4.83B
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Q: Your comments on the second quarter performance please. Thanks

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Read Answer Asked by Sriram on September 02, 2021

• Atlassian Corporation (TEAM $194.86)
  • $194.86 Cap: $51.15B
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• The Trade Desk Inc. (TTD $80.21)
  • $80.21 Fwd P/E: 99.32X Cap: $39.41B
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• CrowdStrike Holdings Inc. (CRWD $475.96)
  • $475.96 Cap: $118.63B
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• Digital Turbine Inc. (APPS $5.37)
  • $5.37 Cap: $574M
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• Unity Software Inc. (U $36.75)
  • $36.75 Cap: $15.27B
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• Mitek Systems Inc. (MITK $9.44)
  • $9.44 Fwd P/E: 33.29X Cap: $430M
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Q: Could you list in order your thoughts for high growth and long term hold, high risk tolerance.

thanks Dave

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Read Answer Asked by Dave on September 02, 2021

• Amazon.com Inc. (AMZN $226.13)
  • $226.13 Fwd P/E: 36.46X Cap: $2.40T
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• Mastercard Incorporated (MA $552.66)
  • $552.66 Fwd P/E: 38.96X Cap: $501.84B
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• Visa Inc. (V $349.05)
  • $349.05 Fwd P/E: 35.16X Cap: $666.85B
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• Affirm Holdings Inc. (AFRM $68.90)
  • $68.90 Cap: $22.22B
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Q: What is causing the sell off of Mastercard lately?
What is your outlook on the stock and what would be your entry point ?

Can I also get your view on visa too.
Thank you

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Read Answer Asked by Kristelle on September 02, 2021

• Veeva Systems Inc. Class A (VEEV $282.29)
  • $282.29 Fwd P/E: 58.7X Cap: $46.12B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Affirm Holdings Inc. (AFRM $68.90)
  • $68.90 Cap: $22.22B
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Q: VEEV has taken a big tumble. I can find this " VEEV slips as burgeoning industry headwinds offset strong Q2", plus several analysts who have raised their target, anywhere from $295 - $340. VEEV is part of my growth portfolio, I'm still up 25%. I have most of the growth stocks talked about regularly, except AFRM and NVEI. Looking at momentum/growth rather than sector, would you warrant a switch from VEEV to one of the others, and if so, which one, considering there would be a currency swap involved in NVEI. Thanks!

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Read Answer Asked by Kim on September 02, 2021

• Chewy Inc. Class A (CHWY $39.17)
  • $39.17 Fwd P/E: 41.82X Cap: $16.26B
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Q: With the drop in the price of Chewy today would it be considered a buy in your opinion?

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Read Answer Asked by BRYAN on September 02, 2021

• Miscellaneous (MISC)
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Q: Do you know what the average portfolio turnover rate is for retail investors and how that compares to actively managed funds? My sense is that lots of individuals feel that they are long term investors but that in reality there is much more "swapping" and trading within individual accounts than would be expected.
Thanks
Marc

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Read Answer Asked by Marc on September 02, 2021

• Veeva Systems Inc. Class A (VEEV $282.29)
  • $282.29 Fwd P/E: 58.7X Cap: $46.12B
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Q: I don't see anything posted on last night's results so I will ask for your comments on the quarter

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Read Answer Asked by David on September 02, 2021

• Unity Software Inc. (U $36.75)
  • $36.75 Cap: $15.27B
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Q: Gentlemen

The stock is having a huge day, is there any news out that can explain the price action?

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Read Answer Asked by Ronald on September 02, 2021

• BRP Inc. Subordinate Voting Shares (DOO $66.16)
  • $66.16 Cap: $4.83B
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Q: Hello kind sirs/shers:

On a August 31 answer you listed BRP as "Consumer Defensive". I think it may have just been put in the wrong category, but could you confirm? In all my looking I don't see anything other than recreation related products.

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Read Answer Asked by Kel on September 02, 2021

• Agnico Eagle Mines Limited (AEM $117.73)
  • $117.73 Fwd P/E: 25.32X Cap: $59.18B
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Q: I know you like AEM a lot.What are your predictions on it?you think its buy able right now.
Or do you see a better entry point?
The dividend is over 2%,so could you use it as an income stock as well?
If its bought on the NYSE ,there would not be any with holding tax on the dividend..correct?

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Read Answer Asked by Josh on September 02, 2021

• Home Depot Inc. (The) (HD $359.40)
  • $359.40 Fwd P/E: 24.37X Cap: $357.57B
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• Lowe's Companies Inc. (LOW $219.16)
  • $219.16 Fwd P/E: 18.08X Cap: $122.82B
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Q: Hi 5i team,

Which one would you recommended at current price? Can you please also share your view on sector level?

Thanks,

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Read Answer Asked by Kirk on September 02, 2021

• Broadcom Inc. (AVGO $283.34)
  • $283.34 Fwd P/E: 107.28X Cap: $1.33T
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• Micron Technology Inc. (MU $114.39)
  • $114.39 Fwd P/E: 27.03X Cap: $128.01B
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• NVIDIA Corporation (NVDA $172.41)
  • $172.41 Fwd P/E: 55.81X Cap: $4.20T
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• MKS Inc. (MKSI $104.71)
  • $104.71 Fwd P/E: 31.03X Cap: $7.02B
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• ASML Holding N.V. (ASML $734.58)
  • $734.58 Fwd P/E: 33.11X Cap: $288.89B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $240.40)
  • $240.40 Fwd P/E: 32.14X Cap: $1.24T
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Q: I own Broadcom and was wondering what tech/semi stocks you would recommend to compliment the name? Thanks!

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Read Answer Asked by Michael on September 02, 2021

• The Honest Company Inc. (HNST $4.60)
  • $4.60 Cap: $507M
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Q: What do you think about this for long term hold high risk tolerance?

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Read Answer Asked by Danielle on September 02, 2021

• Smartsheet Inc. Class A (SMAR)
  • Cap: $7.90B
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Q: I’ve been holding this for about a year. Share price has recently returned to my cost. Would you keep holding or move on to more exciting opportunities?

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Read Answer Asked by Karim on September 02, 2021