Investment Q&A

• Treatment Com AI Inc Com (TRUE $0.49)
  • $0.49 Cap: $28M
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Q: Do you have an early opinion of Treatment.com?

Carl

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Read Answer Asked by Carl on November 08, 2021

• Guardant Health Inc. (GH $44.46)
  • $44.46 Cap: $5.75B
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Q: Maybe have your take on results?

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Read Answer Asked by Rick on November 08, 2021

• Citrix Systems Inc. (CTXS)
  • P/E (TTM): 38.85X Cap: $13.18B
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Q: CITRIX HAS BEEN IN A DOWNWARD SPIRAL FOR SOME TIME. IS IT JUST OUT OF FAVOUR OR ARE ITS FUTURE GROWTH AND PROFITABLITY PROSPECTS BLEAK?
THANKS, HUGH

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Read Answer Asked by Hugh on November 08, 2021

• Semler Scientific Inc (SMLR $34.88)
  • $34.88 Cap: $400M
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Q: May I please have your thoughts on this one?

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Read Answer Asked by Adam on November 08, 2021

• Progyny Inc. (PGNY $23.67)
  • $23.67 P/E (TTM): 40.67X Cap: $1.99B
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Q: Comments/opinion on Progyny’s earning report and things you like about company going forward and concerns if any.

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Read Answer Asked by James on November 08, 2021

• Broadcom Inc. (AVGO $299.77)
  • $299.77 P/E (TTM): 111.51X Cap: $1.37T
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• Skyworks Solutions Inc. (SWKS $67.60)
  • $67.60 P/E (TTM): 26.62X Cap: $10.15B
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Q: What's your view on Skyworks Solutions in comparison to Broadcom for exposure to 5G?

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Read Answer Asked by Gerry on November 08, 2021

• Confluent Inc. (CFLT $17.23)
  • $17.23 Cap: $5.91B
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Q: Could you comment on earnings and future outlook. Is it a good buy for the future ?

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Read Answer Asked by francis on November 08, 2021

• Weber Inc. Class A (WEBR)
  • Cap: $2.34B
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Q: Would you be interested in webr at this price?

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Read Answer Asked by Mike on November 08, 2021

• BMO S&P US Small Cap Index ETF (ZSML $40.53)
  • $40.53 P/E (TTM): 35.45X Cap: $88M
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Q: ZSML the BMO small cap US ETF trades in very very small volume. Is there a risk of this being folded into another ETF? Is there another US small cap ETF you would consider?

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Read Answer Asked by Dennis on November 08, 2021

• Kyndryl Holdings Inc. (KD $29.53)
  • $29.53 P/E (TTM): 35.63X Cap: $6.65B
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Q: An interesting spin-off from IBM ? or still part of the big blue?

Thank you

Dan

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Read Answer Asked by DANIEL on November 08, 2021

• NexLiving Communities Inc. (NXLV $1.74)
  • $1.74 P/E (TTM): 3.04X Cap: $56M
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Q: I would appreciate your thoughts about this company. Thanks!

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Read Answer Asked by Gregory on November 08, 2021

• Roper Technologies Inc. (ROP $540.25)
  • $540.25 P/E (TTM): 39.4X Cap: $57.88B
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• Xylem Inc. New (XYL $143.54)
  • $143.54 P/E (TTM): 38.81X Cap: $34.95B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• Jacobs Solutions Inc. (J $145.74)
  • $145.74 P/E (TTM): 38.76X Cap: $17.44B
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Q: with the infrastructure bill passing what companies would you recommend as being in the best position to benefit.

Do you feel it might be better to be in infrastructure companies or stay with high growth companies in technologies.

Thank you.

Donna

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Read Answer Asked by Donna on November 08, 2021

• TC Energy Corporation (TRP $67.69)
  • $67.69 P/E (TTM): 16.36X Cap: $70.06B
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Q: What's your current view on TC Energy? Why the decline today as it met analyst expectations? Would you suggest a swap to increase holdings in for ENB and/or CNQ?

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Read Answer Asked by Gerry on November 08, 2021

• Suncor Energy Inc. (SU $54.13)
  • $54.13 P/E (TTM): 10.88X Cap: $66.34B
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• Teck Resources Limited Class B Subordinate Voting Shares (TECK.B $44.40)
  • $44.40 P/E (TTM): 78.96X Cap: $22.35B
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• Whitecap Resources Inc. (WCP $10.23)
  • $10.23 P/E (TTM): 7.06X Cap: $6.03B
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Q: Eric Nuttall was giddy on Friday market Call about the opportunities in the oil sector. David Burrows on Wednesday was equally bullish on commodities stating they are in the early innings. Would you support full positions in SU,WCP and Teck.b going forward? Thank you.

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Read Answer Asked by Richard on November 08, 2021

• BlackLine Inc. (BL $52.08)
  • $52.08 P/E (TTM): 38.8X Cap: $3.39B
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Q: How do you view BL earnings. Would you add to a position?

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Read Answer Asked on November 08, 2021

• Rio Tinto Plc (RIO $60.24)
  • $60.24 P/E (TTM): 8.49X Cap: $74.86B
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Q: I bought RIO at around $76 US and it has been going down ever since. I plan to hold on to this stock for 3+ years and just wondering if this is sector related?
If it's sector or cyclical related, would you pick up a bit more at the lower price or wait until there is momentum again?

thanks,

Paul

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Read Answer Asked by Paul on November 08, 2021

• Floor & Decor Holdings Inc. (FND $80.45)
  • $80.45 P/E (TTM): 43.09X Cap: $8.89B
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Q: Can you please comment on Floor and Decor's recently announced earnings. I hold a small position in the company and am considering adding to it. Any comments you have on this company would be appreciated. Thank You.

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Read Answer Asked by Brian on November 08, 2021

• Cognex Corporation (CGNX $41.43)
  • $41.43 P/E (TTM): 60.93X Cap: $7.02B
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Q: Hi 5i Team,
Pls comment on Cognex ‘s earning and guidance, and the company going forward.
Should I continue to hold?
Thank you for your great advice as always.

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Read Answer Asked by Pui on November 08, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.16)
  • $17.16 Cap: $2.35B
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Q: WHAT IS YOUR CURRENT OPINION OF LIGHTDPEED

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Read Answer Asked by Karen on November 08, 2021

• Americold Realty Trust Inc. (COLD $16.18)
  • $16.18 Cap: $4.68B
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Q: Could you please update your views on Americold. Do you think the recent price declines represent an opportunity? Thanks!

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Read Answer Asked by James on November 08, 2021