Investment Q&A

• Visa Inc. (V $351.36)
  • $351.36 P/E (TTM): 34.42X Cap: $681.61B
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• Palantir Technologies Inc. (PLTR $183.56)
  • $183.56 P/E (TTM): 607.23X Cap: $435.46B
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Q: During these times of what we all hope is an economic recovery, would you choose Palantir or Visa for growth over the next two years?

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Read Answer Asked by Dennis on March 13, 2021

• Palantir Technologies Inc. (PLTR $183.56)
  • $183.56 P/E (TTM): 607.23X Cap: $435.46B
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Q: would you be investing in Palantir at this time or would it be best to wait for a further pullback? High tech seems extremely volatile at this time!

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Read Answer Asked by ed on March 11, 2021

• Palantir Technologies Inc. (PLTR $183.56)
  • $183.56 P/E (TTM): 607.23X Cap: $435.46B
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Q: Hi Guys. Been a rough couple weeks for tech. Wondering about your thoughts on Palantir partnering with Amazon AWS. which was announced after close on Friday. Do you think this is significant or just some fluff PR. Appreciate your insight. Thanks. Chris

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Read Answer Asked by christopher on March 08, 2021

• Amazon.com Inc. (AMZN $225.22)
  • $225.22 P/E (TTM): 33.81X Cap: $2.40T
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• Alphabet Inc. (GOOG $245.46)
  • $245.46 P/E (TTM): 26.35X Cap: $2.97T
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• Microsoft Corporation (MSFT $524.85)
  • $524.85 P/E (TTM): 38.41X Cap: $3.90T
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• NVIDIA Corporation (NVDA $189.11)
  • $189.11 P/E (TTM): 52.72X Cap: $4.59T
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• The Trade Desk Inc. (TTD $54.07)
  • $54.07 P/E (TTM): 64.45X Cap: $26.43B
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• CrowdStrike Holdings Inc. (CRWD $509.95)
  • $509.95 Cap: $127.97B
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• Palantir Technologies Inc. (PLTR $183.56)
  • $183.56 P/E (TTM): 607.23X Cap: $435.46B
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Q: Inside TFSA, could you please suggest the order that you would purchase the following growth stocks: AMZN, NVDA, GOOG, MSFT, TTD, CRWD, U, PLTR. Your insight is much appreciated!

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Read Answer Asked by Ching on March 04, 2021

• Palantir Technologies Inc. (PLTR $183.56)
  • $183.56 P/E (TTM): 607.23X Cap: $435.46B
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Q: wanting to make an accurate analysis on this company .with insiders selling will they have incetive or become fat cats ? would you feel comfortable buying

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Read Answer Asked by cliff on March 04, 2021

• Palantir Technologies Inc. (PLTR $183.56)
  • $183.56 P/E (TTM): 607.23X Cap: $435.46B
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Q: can you comment on this company for US exposure in the growth side of a portfolio of a long term investor? Or is it too risky

Thanks

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Read Answer Asked by Sean on March 01, 2021

• Palantir Technologies Inc. (PLTR $183.56)
  • $183.56 P/E (TTM): 607.23X Cap: $435.46B
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Q: Hi 5i Team
What is your recommendation for PLTR now, buy hold or sell, and why?
Thanks as always!

Leo

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Read Answer Asked by Le on February 26, 2021

• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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• WELL Health Technologies Corp. (WELL $6.01)
  • $6.01 Cap: $1.52B
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• Palantir Technologies Inc. (PLTR $183.56)
  • $183.56 P/E (TTM): 607.23X Cap: $435.46B
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Q: I have some TFSA funds to deploy into growth. Which of these three is my best option with a 2-4 year horizon?
Thanks, Calvin

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Read Answer Asked by Calvin on February 18, 2021

• Palantir Technologies Inc. (PLTR $183.56)
  • $183.56 P/E (TTM): 607.23X Cap: $435.46B
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Q: This stock has come off quite a bit post earnings and down from its high. What impact do you expect the lock up period expiry to have on the stock and would you initiate a position now or wait until after?

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Read Answer Asked by Aleem on February 17, 2021

• Atlassian Corporation (TEAM $149.52)
  • $149.52 Cap: $39.22B
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• Palantir Technologies Inc. (PLTR $183.56)
  • $183.56 P/E (TTM): 607.23X Cap: $435.46B
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Q: Hi Peter and Staff
Would your thesis on Palantir change for long term hold based on results today and forecast?
2nd part ......would you prefer it or TEAM today with long term view
Thanks and have a great day
Dennis

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Read Answer Asked by Dennis on February 16, 2021

• Palantir Technologies Inc. (PLTR $183.56)
  • $183.56 P/E (TTM): 607.23X Cap: $435.46B
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Q: Hi, Could you please comment on PLTR earnings. Thanks

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Read Answer Asked by francis on February 16, 2021

• Palantir Technologies Inc. (PLTR $183.56)
  • $183.56 P/E (TTM): 607.23X Cap: $435.46B
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Q: What is expected next Q results next week.
Thanks

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Read Answer Asked by Luc on February 12, 2021

• Palantir Technologies Inc. (PLTR $183.56)
  • $183.56 P/E (TTM): 607.23X Cap: $435.46B
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Q: Of 6 Wall St. analysts following Palantir 3 have a rare "Sell" on it with 2 Holds average sell PT ~ $17. I know the 5i take on price targets yet last Nov. Peter H. said this stock, then at 17 could be 25 one year out, yet here we are at $36. There's been good news flow on this lately but how much upside could there possibly be and why are these pessimistic analysts down on it?

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Read Answer Asked by Jeff on February 09, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Welltower Inc. (WELL $169.14)
  • $169.14 P/E (TTM): 97.19X Cap: $113.12B
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• Kinaxis Inc. (KXS $186.06)
  • $186.06 P/E (TTM): 155.36X Cap: $5.25B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $232.42)
  • $232.42 P/E (TTM): 91.41X Cap: $301.99B
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• Veeva Systems Inc. Class A (VEEV $301.80)
  • $301.80 P/E (TTM): 63.01X Cap: $49.46B
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• The Trade Desk Inc. (TTD $54.07)
  • $54.07 P/E (TTM): 64.45X Cap: $26.43B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.71)
  • $16.71 Cap: $2.30B
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• Palantir Technologies Inc. (PLTR $183.56)
  • $183.56 P/E (TTM): 607.23X Cap: $435.46B
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• Unity Software Inc. (U $36.58)
  • $36.58 Cap: $15.45B
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Q: According to the portfolio analyzer, I need to reduce my tech. These are the companies I own (I'm not entirely sure WELL belongs on this list). Where should I start with reducing? Probably 2-3 names, or a partial disposition of a few. I'm up on all. Thanks!

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Read Answer Asked by Kim on February 09, 2021

• NVIDIA Corporation (NVDA $189.11)
  • $189.11 P/E (TTM): 52.72X Cap: $4.59T
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• Kinaxis Inc. (KXS $186.06)
  • $186.06 P/E (TTM): 155.36X Cap: $5.25B
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  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $232.42)
  • $232.42 P/E (TTM): 91.41X Cap: $301.99B
  • View SHOP Profile
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• Atlassian Corporation (TEAM $149.52)
  • $149.52 Cap: $39.22B
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• The Trade Desk Inc. (TTD $54.07)
  • $54.07 P/E (TTM): 64.45X Cap: $26.43B
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• DocuSign Inc. (DOCU $71.54)
  • $71.54 P/E (TTM): 52.59X Cap: $14.38B
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• Avalara Inc. (AVLR)
  • Cap: $8.25B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.71)
  • $16.71 Cap: $2.30B
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• CrowdStrike Holdings Inc. (CRWD $509.95)
  • $509.95 Cap: $127.97B
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• Palantir Technologies Inc. (PLTR $183.56)
  • $183.56 P/E (TTM): 607.23X Cap: $435.46B
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• Mitek Systems Inc. (MITK $9.34)
  • $9.34 P/E (TTM): 28.07X Cap: $426M
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• Topicus.com Inc. (TOI $141.33)
  • $141.33 P/E (TTM): 67.52X Cap: $11.81B
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Q: Could you please rank the above tech stocks in order of preference please. And thanks for the great service.

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Read Answer Asked by Neil on February 09, 2021

• Kinaxis Inc. (KXS $186.06)
  • $186.06 P/E (TTM): 155.36X Cap: $5.25B
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• Atlassian Corporation (TEAM $149.52)
  • $149.52 Cap: $39.22B
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• Real Matters Inc. (REAL $7.47)
  • $7.47 Cap: $553M
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• DocuSign Inc. (DOCU $71.54)
  • $71.54 P/E (TTM): 52.59X Cap: $14.38B
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• Fastly Inc. Class A (FSLY $8.58)
  • $8.58 Cap: $1.26B
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• CrowdStrike Holdings Inc. (CRWD $509.95)
  • $509.95 Cap: $127.97B
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• Palantir Technologies Inc. (PLTR $183.56)
  • $183.56 P/E (TTM): 607.23X Cap: $435.46B
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• Unity Software Inc. (U $36.58)
  • $36.58 Cap: $15.45B
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Q: Hi - I recently subscribed to Portfolio Analytics and I was looking at the suggested sector allocations of which I am out of whack. So I need to scale back in Technology - out of the above holdings, could you pls let me know which you would considering selling first? Or if they are all good for the long term (I have 10+ years), I could look at reducing position sizes.

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Read Answer Asked by Jason on February 09, 2021

• Twilio Inc. Class A (TWLO $114.05)
  • $114.05 P/E (TTM): 1075.5X Cap: $17.49B
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• Snap Inc. Class A (SNAP $8.43)
  • $8.43 Cap: $14.24B
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• Roku Inc. (ROKU $99.93)
  • $99.93 Cap: $14.72B
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• DocuSign Inc. (DOCU $71.54)
  • $71.54 P/E (TTM): 52.59X Cap: $14.38B
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• Pinterest Inc. Class A (PINS $31.79)
  • $31.79 P/E (TTM): 11.21X Cap: $21.61B
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• Palantir Technologies Inc. (PLTR $183.56)
  • $183.56 P/E (TTM): 607.23X Cap: $435.46B
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Q: I am interested in starting a position in 1 or 2 of the companies addressed. PINS was at the top of my list but I’m uncertain if I’ve missed my opportunity after their impressive earnings report. Can you please rank these companies in order of growth potential for the rest of the year / best value at today’s prices.
Thank you.

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Read Answer Asked by Lucas on February 05, 2021

• Palantir Technologies Inc. (PLTR $183.56)
  • $183.56 P/E (TTM): 607.23X Cap: $435.46B
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Q: Why did PLTR drop over 8% today ? Thanks for the answer. Fooklin

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Read Answer Asked by Fooklin on February 03, 2021

• Palantir Technologies Inc. (PLTR $183.56)
  • $183.56 P/E (TTM): 607.23X Cap: $435.46B
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Q: Please comment on the multi year partnership between PLTR & Rio Tinto Enterprise . The pre-market price rises a lot. At what price is a good entry point ? Thanks a lot.

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Read Answer Asked by Lai Kuen on January 28, 2021

• Palantir Technologies Inc. (PLTR $183.56)
  • $183.56 P/E (TTM): 607.23X Cap: $435.46B
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• Mitek Systems Inc. (MITK $9.34)
  • $9.34 P/E (TTM): 28.07X Cap: $426M
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Q: Modest trust account for kids. 2-3 year horizon. Growth is goal. Very tech heavy. What do you think about taking initial Palantir investment off table; leaving balance invested & adding Mitek w/proceeds? Any other input welcome & appreciated.

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Read Answer Asked by Joel on January 28, 2021