Investment Q&A

• PayPal Holdings Inc. (PYPL $60.99)
  • $60.99 P/E (TTM): 12.22X Cap: $57.38B
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• Sea Limited American Depositary Shares each representing one Class A (SE $120.27)
  • $120.27 P/E (TTM): 164.27X Cap: $73.56B
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• Twilio Inc. Class A (TWLO $139.76)
  • $139.76 P/E (TTM): 343.49X Cap: $20.84B
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• Veeva Systems Inc. Class A (VEEV $216.44)
  • $216.44 P/E (TTM): 42.9X Cap: $36.04B
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• The Trade Desk Inc. (TTD $37.44)
  • $37.44 P/E (TTM): 41.6X Cap: $17.71B
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• Marvell Technology Inc. (MRVL $82.11)
  • $82.11 P/E (TTM): 29.56X Cap: $71.29B
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• Okta Inc. (OKTA $90.40)
  • $90.40 P/E (TTM): 86.47X Cap: $16.05B
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• Digital Turbine Inc. (APPS $5.12)
  • $5.12 Cap: $551M
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• Palantir Technologies Inc. (PLTR $178.26)
  • $178.26 P/E (TTM): 610.83X Cap: $447.49B
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• Unity Software Inc. (U $43.83)
  • $43.83 Cap: $19.07B
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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

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Read Answer Asked by Linda on October 28, 2022

• Amazon.com Inc. (AMZN $222.96)
  • $222.96 P/E (TTM): 31.43X Cap: $2.37T
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Q: What's your view on Amazon going forward? Thanks, Fooklin

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

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Read Answer Asked by A on October 28, 2022

• Option Care Health Inc. (OPCH $33.03)
  • $33.03 P/E (TTM): 26.41X Cap: $5.25B
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Q: Why is OPCH-US down so much today? Results seemed good.

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

• Amazon.com Inc. (AMZN $222.96)
  • $222.96 P/E (TTM): 31.43X Cap: $2.37T
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• Meta Platforms Inc. (META $654.54)
  • $654.54 P/E (TTM): 28.68X Cap: $1.65T
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• Alphabet Inc. (GOOG $298.71)
  • $298.71 P/E (TTM): 30.54X Cap: $3.71T
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• Microsoft Corporation (MSFT $479.56)
  • $479.56 P/E (TTM): 33.77X Cap: $3.54T
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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.

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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?

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Read Answer Asked by Peter on October 28, 2022

• AbCellera Biologics Inc. (ABCL $3.39)
  • $3.39 Cap: $1.01B
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Q: Is ABCL a good long term hold ? Thanks for this great service,

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Read Answer Asked by Christopher on October 28, 2022

• Amazon.com Inc. (AMZN $222.96)
  • $222.96 P/E (TTM): 31.43X Cap: $2.37T
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Q: Please comments on Amzn and what would be a great entry price, thanks

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Read Answer Asked by Hue on October 28, 2022

• Premium Brands Holdings Corporation (PBH $98.29)
  • $98.29 P/E (TTM): 66.35X Cap: $4.30B
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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?

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Read Answer Asked by Bruce on October 28, 2022

• Merck & Company Inc. (MRK $99.20)
  • $99.20 P/E (TTM): 13.25X Cap: $243.90B
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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.

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Read Answer Asked by Matthew on October 28, 2022

• Tamarack Valley Energy Ltd. (TVE $7.49)
  • $7.49 Cap: $369M
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Q: Peter; Who would be the likely buyers of TVE that currently hold acreage in the Clearwater area? Thanks. Rod

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Read Answer Asked by Rodney on October 28, 2022

• Alphabet Inc. (GOOG $298.71)
  • $298.71 P/E (TTM): 30.54X Cap: $3.71T
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Q: What's going on to cause an almost 10% drop in GOOG? Buy, sell or hold?

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Read Answer Asked by Brenda on October 27, 2022

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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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

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Read Answer Asked by Greg on October 27, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.91)
  • $223.91 P/E (TTM): 140.31X Cap: $291.94B
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Q: Please comments on Shop earnings, thanks

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Read Answer Asked by Hue on October 27, 2022

• Carriage Services Inc. (CSV $43.76)
  • $43.76 P/E (TTM): 14.19X Cap: $690M
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Q: Obviously the market did not like earnings release, how bad are things here? Is this worth holding

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Read Answer Asked by JAMES on October 27, 2022

• Celestica Inc. (CLS $378.50)
  • $378.50 P/E (TTM): 50.23X Cap: $45.64B
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Q: Thoughts please on their quarter markets seem to like it

Thx

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Read Answer Asked by blake on October 27, 2022

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.09)
  • $61.09 P/E (TTM): 19.95X Cap: $4.18B
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• Vanguard S&P 500 Index ETF (VFV $165.09)
  • $165.09 P/E (TTM): 27.07X Cap: $27.39B
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• SPDR S&P 500 ETF Trust (SPY $672.87)
  • $672.87 P/E (TTM): 27.29X Cap: $715.07B
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• INVESCO QQQ Trust (QQQ $602.35)
  • $602.35 P/E (TTM): 36.83X Cap: $401.95B
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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

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Read Answer Asked by Dave on October 27, 2022

• Firm Capital Mortgage Investment Corporation (FC $11.67)
  • $11.67 P/E (TTM): 11.19X Cap: $425M
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Q: Yielding 8%, rates hikes likely near the end, safe? sock it a away in a registered account ( CRA treats as interest income) ?

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Read Answer Asked by Albert on October 27, 2022

• ECN Capital Corp. (ECN $3.04)
  • $3.04 P/E (TTM): 110.4X Cap: $853M
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Q: Can you discuss the valuation ratios for ECN and whether you think it is fairly valued or cheap and why? Thanks.

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Read Answer Asked by Michael on October 27, 2022

• Valeura Energy Inc. (VLE $7.96)
  • $7.96 P/E (TTM): 2.57X Cap: $827M
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Q: What are your thoughts on this company as a speculative Buy?

Thks
Marcel

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Read Answer Asked by Marcel on October 27, 2022