Investment Q&A

• PayPal Holdings Inc. (PYPL $68.86)
  • $68.86 P/E (TTM): 14.99X Cap: $65.78B
  • View PYPL Profile
  • View Questions on PYPL
• Sea Limited American Depositary Shares each representing one Class A (SE $182.60)
  • $182.60 P/E (TTM): 244.35X Cap: $108.10B
  • View SE Profile
  • View Questions on SE
• Twilio Inc. Class A (TWLO $110.53)
  • $110.53 P/E (TTM): 1071.2X Cap: $16.95B
  • View TWLO Profile
  • View Questions on TWLO
• Veeva Systems Inc. Class A (VEEV $286.09)
  • $286.09 P/E (TTM): 58.97X Cap: $46.89B
  • View VEEV Profile
  • View Questions on VEEV
• The Trade Desk Inc. (TTD $51.28)
  • $51.28 P/E (TTM): 63.08X Cap: $25.07B
  • View TTD Profile
  • View Questions on TTD
• Marvell Technology Inc. (MRVL $89.39)
  • $89.39 Cap: $77.06B
  • View MRVL Profile
  • View Questions on MRVL
• Okta Inc. (OKTA $90.14)
  • $90.14 P/E (TTM): 102.7X Cap: $15.89B
  • View OKTA Profile
  • View Questions on OKTA
• Digital Turbine Inc. (APPS $6.41)
  • $6.41 Cap: $693M
  • View APPS Profile
  • View Questions on APPS
• Palantir Technologies Inc. (PLTR $177.21)
  • $177.21 P/E (TTM): 584.8X Cap: $420.40B
  • View PLTR Profile
  • View Questions on PLTR
• Unity Software Inc. (U $37.14)
  • $37.14 Cap: $15.69B
  • View U Profile
  • View Questions on U

Q: I am restructuring a non-registered account to be more defensive, and less tech heavy. All of the following US stocks are down: APPS, OKTA, PYPL, PLTR, SE, TTD, MRVL, TWLO, U, VEEV. Do you consider them a sell or hold?
Thanks.
Linda

Upvote 0

Read Answer Asked by Linda on October 28, 2022

• Amazon.com Inc. (AMZN $220.07)
  • $220.07 P/E (TTM): 32.98X Cap: $2.34T
  • View AMZN Profile
  • View Questions on AMZN

Q: What's your view on Amazon going forward? Thanks, Fooklin

Upvote 0

Read Answer Asked by Fooklin on October 28, 2022

• 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

Q: Do you know why TCN is down so much today (-6.55%) on fairly large volume?

Upvote 0

Read Answer Asked by A on October 28, 2022

• Option Care Health Inc. (OPCH $26.67)
  • $26.67 P/E (TTM): 21.44X Cap: $4.41B
  • View OPCH Profile
  • View Questions on OPCH

Q: Why is OPCH-US down so much today? Results seemed good.

Upvote 0

Read Answer Asked by Larry M. on October 28, 2022

• Amazon.com Inc. (AMZN $220.07)
  • $220.07 P/E (TTM): 32.98X Cap: $2.34T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $715.70)
  • $715.70 P/E (TTM): 25.59X Cap: $1.79T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $244.64)
  • $244.64 P/E (TTM): 25.32X Cap: $2.86T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $514.05)
  • $514.05 P/E (TTM): 37.46X Cap: $3.82T
  • View MSFT Profile
  • View Questions on MSFT

Q: With the above four big tech companies above disappointing on earnings and being beaten up for it, is this the beginning of the tech earnings recession going forward? And do you think the stock market will begin to move more on earnings now and less on the actions or potential actions of the Fed? ie. if we want to buy these names would it be smart to sit on the sidelines now and let this play out for a while? Thanks.

Upvote 0

Read Answer Asked by Michael on October 28, 2022

Q: I understand Bam.A is in the process of splitting the company.

Could you please explain how they are going to do this, and when.

Also tickers for the new entity and how should an investor proceed?

Upvote 0

Read Answer Asked by Peter on October 28, 2022

• AbCellera Biologics Inc. (ABCL $5.67)
  • $5.67 Cap: $1.67B
  • View ABCL Profile
  • View Questions on ABCL

Q: Is ABCL a good long term hold ? Thanks for this great service,

Upvote 0

Read Answer Asked by Christopher on October 28, 2022

• Amazon.com Inc. (AMZN $220.07)
  • $220.07 P/E (TTM): 32.98X Cap: $2.34T
  • View AMZN Profile
  • View Questions on AMZN

Q: Please comments on Amzn and what would be a great entry price, thanks

Upvote 0

Read Answer Asked by Hue on October 28, 2022

• Premium Brands Holdings Corporation (PBH $95.79)
  • $95.79 P/E (TTM): 46.05X Cap: $4.27B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH

Q: I have PBH in my TFSA and don’t need the money for a decade or more. It just seems to keep going down, seldom catching a bounce as the market does from time to time.
Is there a fundamental problem or good time to average in for long term growth?

Upvote 0

Read Answer Asked by Bruce on October 28, 2022

• Merck & Company Inc. (MRK $85.70)
  • $85.70 P/E (TTM): 13.26X Cap: $214.06B
  • View MRK Profile
  • View Questions on MRK

Q: Recently, Merck seems to reach a new all time high every day. How does their valuation and prospects going forward look at these levels compared to their peers? I certainly appreciate the bright spot in the portfolio but wondering if I should be trimming here.

Upvote 0

Read Answer Asked by Matthew on October 28, 2022

• Tamarack Valley Energy Ltd. (TVE $5.96)
  • $5.96 P/E (TTM): 12.68X Cap: $3.02B
  • View TVE Profile
  • View Questions on TVE

Q: Peter; Who would be the likely buyers of TVE that currently hold acreage in the Clearwater area? Thanks. Rod

Upvote 0

Read Answer Asked by Rodney on October 28, 2022

• Alphabet Inc. (GOOG $244.64)
  • $244.64 P/E (TTM): 25.32X Cap: $2.86T
  • View GOOG Profile
  • View Questions on GOOG

Q: What's going on to cause an almost 10% drop in GOOG? Buy, sell or hold?

Upvote 0

Read Answer Asked by Brenda on October 27, 2022

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS

Q: couldn't find any news release on the big drop on this stock today,do you know the reason and would this be a good buying oppurtunity....Thanks

Upvote 0

Read Answer Asked by Greg on October 27, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 85.84X Cap: $274.67B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Please comments on Shop earnings, thanks

Upvote 0

Read Answer Asked by Hue on October 27, 2022

• Carriage Services Inc. (CSV $44.10)
  • $44.10 P/E (TTM): 13.23X Cap: $692M
  • View CSV Profile
  • View Questions on CSV

Q: Obviously the market did not like earnings release, how bad are things here? Is this worth holding

Upvote 0

Read Answer Asked by JAMES on October 27, 2022

• Celestica Inc. (CLS $341.62)
  • $341.62 P/E (TTM): 54.99X Cap: $39.29B
  • View CLS Profile
  • View Questions on CLS

Q: Thoughts please on their quarter markets seem to like it

Thx

Upvote 0

Read Answer Asked by blake on October 27, 2022

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $60.00)
  • $60.00 P/E (TTM): 34.96X Cap: $4.02B
  • View XQQ Profile
  • View Questions on XQQ
• Vanguard S&P 500 Index ETF (VFV $162.83)
  • $162.83 P/E (TTM): 28.49X Cap: $26.21B
  • View VFV Profile
  • View Questions on VFV
• SPDR S&P 500 ETF Trust (SPY $663.04)
  • $663.04 P/E (TTM): 28.22X Cap: $671.51B
  • View SPY Profile
  • View Questions on SPY
• INVESCO QQQ Trust (QQQ $602.01)
  • $602.01 P/E (TTM): 36.04X Cap: $386.70B
  • View QQQ Profile
  • View Questions on QQQ

Q: Hello 5i,
Looking at the top ten holdings of XQQ and SPY there appears to be a lot of overlap.
Do you agree? Is it advisable to own both?
Thanks
Dave

Upvote 0

Read Answer Asked by Dave on October 27, 2022

• Firm Capital Mortgage Investment Corporation (FC $11.90)
  • $11.90 P/E (TTM): 11.55X Cap: $437M
  • View FC Profile
  • View Questions on FC

Q: Yielding 8%, rates hikes likely near the end, safe? sock it a away in a registered account ( CRA treats as interest income) ?

Upvote 0

Read Answer Asked by Albert on October 27, 2022

• ECN Capital Corp. (ECN $2.70)
  • $2.70 Cap: $759M
  • View ECN Profile
  • View Questions on ECN

Q: Can you discuss the valuation ratios for ECN and whether you think it is fairly valued or cheap and why? Thanks.

Upvote 0

Read Answer Asked by Michael on October 27, 2022

• Valeura Energy Inc. (VLE $6.78)
  • $6.78 P/E (TTM): 2.39X Cap: $720M
  • View VLE Profile
  • View Questions on VLE

Q: What are your thoughts on this company as a speculative Buy?

Thks
Marcel

Upvote 0

Read Answer Asked by Marcel on October 27, 2022