Investment Q&A

• Costco Wholesale Corporation (COST)
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• NVIDIA Corporation (NVDA)
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• Sun Life Financial Inc. (SLF)
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• Constellation Software Inc. (CSU)
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• WSP Global Inc. (WSP)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• goeasy Ltd. (GSY)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Topicus.com Inc. (TOI)
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Q: Hi guys,

These are my top (by%) holdings, all around 5%. Which ones, if any, would you let run above 7%?
Thanks
Jim

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Read Answer Asked by jim on November 11, 2021

• CareRx Corporation (CRRX)
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Q: With a new quarterly report and higher stock price, what do you think today of CARRX? Would you see owning both CRRX and WELL as a good decision on health care?

John

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Read Answer Asked by John on November 11, 2021

• Ginkgo Bioworks Holdings Inc. Class A (DNA)
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Q: What are your thoughts ? Thanks.

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Read Answer Asked by Norman on November 11, 2021

• SEMrush Holdings Inc. Class A (SEMR)
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Q: This company is recent on the market and has published some results since being a public company. What is your opinion and does it have the potential of becoming much bigger with time? Thanks

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Read Answer Asked by jean on November 11, 2021

• Village Farms International Inc. (VFF)
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Q: Hi folks..opinion of Q3 results for Village Farms...believe 1, if not only Cdn LP..that actually posted a profit....Cdn run rate for cannabis sales is $4B+...so do you think Vff/t is Buy, Hold, or Sell...thanks as always..jb Piedmont QC

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Read Answer Asked by John on November 11, 2021

• Rivian Automotive Inc. (RIVN)
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Q: Hello Everyone!! Rivian is releasing an IPO ( I don’t know if I said that right ). They make electric trucks. What are your thoughts on the company, and should one wait and see where these stocks go??? Thank you for your great service, Tamara

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Read Answer Asked by Tamara on November 11, 2021

• DigitalOcean Holdings Inc. (DOCN)
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Q: Hi 5i Team,
Digital Ocean has been doing well since it went public in March. What do you think of this company going forward, is it still buyable at the current level?
Thank you for your great advice as always.

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Read Answer Asked by Pui on November 11, 2021

• NFI Group Inc. (NFI)
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Q: Have a small position in NFI having sold most at a much higher price. Would you hold this small position hoping for better days or just let it go? How do you rate management of this company and what do you think the future will bring? Thanks Ron

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Read Answer Asked by Ronald on November 10, 2021

• NVIDIA Corporation (NVDA)
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• Booking Holdings Inc. (BKNG)
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• iShares Russell 2000 Growth ETF (IWO)
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• iShares Biotechnology ETF (IBB)
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• Global X Robotics & AI Index ETF (RBOT)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Good morning 5i,

Aside from industrials and general tech. What is a thematic ETF you'd suggest for growth right now? Encompassing maybe a favourite stock or 2.

Examples being FINX, SMH, BOTZ, QQQJ.

Looking for the theme and suggested ETF.

Thanks as always for the tremendous service.

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Read Answer Asked by Adam on November 10, 2021

• Unity Software Inc. (U)
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Q: Good Morning

Your take on Unity’s latest quarter and acquisition please.

Thank you

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Read Answer Asked by Marty on November 10, 2021

• Upstart Holdings Inc. (UPST)
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• Coinbase Global Inc (COIN)
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Q: Could you please comment on the ER for COIN and UPST and confirm how you would rank them for growth over the next 5 years. What would be a good add or entry price point?

Thanks as always for your much appreciated insights.

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Read Answer Asked by TRINA on November 10, 2021

• Upstart Holdings Inc. (UPST)
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Q: Dear 5i
Is the drop in UPST justified ? Is it an ideal time to snap up some shares and is the growth story still intact ?
Appreciate your insight .
Thanks
Bill C

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Read Answer Asked by Bill on November 10, 2021

• Cronos Group Inc. (CRON)
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Q: How significant is the delay in filing the financial statements?

Thanks

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Read Answer Asked by Jean on November 09, 2021

• Curaleaf Holdings Inc. Subordinate Voting Shares (CURA)
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Q: CURA .. your take on earnings ...thx

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Read Answer Asked by Bob on November 09, 2021

• Amazon.com Inc. (AMZN)
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• Alphabet Inc. (GOOGL)
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• NVIDIA Corporation (NVDA)
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• PayPal Holdings Inc. (PYPL)
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• Visa Inc. (V)
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• Bank of Nova Scotia (The) (BNS)
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• Sun Life Financial Inc. (SLF)
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• Constellation Software Inc. (CSU)
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• Brookfield Renewable Partners L.P. (BEP.UN)
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• Descartes Systems Group Inc. (The) (DSG)
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• Enghouse Systems Limited (ENGH)
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• Kinaxis Inc. (KXS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Berkshire Hathaway Inc. (BRK.B)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• Pinterest Inc. Class A (PINS)
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• Airbnb Inc. (ABNB)
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• Topicus.com Inc. (TOI)
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Q: Hello
Could you please rank your top 10 companies from the list above. Ones that you would be happy to own at a full position. Thank you!

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Read Answer Asked by Cory on November 08, 2021

• Arista Networks Inc. (ANET)
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• Airbnb Inc. (ABNB)
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Q: Your thoughts on these 2 stocks please.

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Read Answer Asked by Mark on November 08, 2021

• WSP Global Inc. (WSP)
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• Thomson Reuters Corporation (TRI)
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• goeasy Ltd. (GSY)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Topicus.com Inc. (TOI)
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Q: Similar to the previous question posted for US stocks. Could you please provide your top 6 CAD picks regardless of sector?

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Read Answer Asked by Eric on November 06, 2021

• BRP Inc. Subordinate Voting Shares (DOO)
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• goeasy Ltd. (GSY)
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• lululemon athletica inc. (LULU)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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• NV5 Global Inc. (NVEE)
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• MEDIFAST INC (MED)
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• Brookfield Asset Management Inc Class A Limited (BAM)
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• Trane Technologies plc (TT)
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• Celsius Holdings Inc. (CELH)
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Q: What are your 5 favourite growth stocks in the US and CDN outside of Tech?
Thanks

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Read Answer Asked by Curtis on November 06, 2021

• Pinterest Inc. Class A (PINS)
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Q: Hi 5i Team,
Pls comment on Pinterest future outlook.
It reported earning beat, but MAU still declining.

Would you be comfortable initiating a position of this stock?

Thanks you for great advice.

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Read Answer Asked by Pui on November 05, 2021

• Maple Leaf Foods Inc. (MFI)
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• Spin Master Corp. Subordinate Voting Shares (TOY)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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Q: Hi,

I have held both MFI and TOY for several years now. Much to my surprise both popped today from earnings. I am thinking about selling both of these to switch into NVEI (after their earnings next week).

I get that none of these companies are comparable on any metric-but I am interested in your viewpoint of selling stocks that have upward momentum to buy into a stock that currently has downward momentum.

Thanks,
Brad

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Read Answer Asked by Brad on November 05, 2021