Investment Q&A

• Booking Holdings Inc. (BKNG $4,062.14)
  • $4,062.14 P/E (TTM): 26.46X Cap: $128.66B
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• Atlassian Corporation (TEAM $65.12)
  • $65.12 Cap: $17.17B
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• Ulta Beauty Inc. (ULTA $510.34)
  • $510.34 P/E (TTM): 19.81X Cap: $22.32B
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• Crocs Inc. (CROX $79.54)
  • $79.54 Cap: $3.99B
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• Axon Enterprise Inc. (AXON $429.94)
  • $429.94 P/E (TTM): 335.95X Cap: $34.56B
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• Celsius Holdings Inc. (CELH $33.94)
  • $33.94 P/E (TTM): 158.6X Cap: $8.72B
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Q: Hi 5i
Thoughts on TEAM? Would you put it on watch...It's not one of my finest and with a tech heavy weight could provide funds for another name.
Thanks

Upvote 6

Read Answer Asked by mike on August 08, 2024

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: Hi Peter, I wanted to sell my NVEI shares to buy a share of CSU but is it worth doing it now or better waiting till the deal closes. Is there any way of guesstimating what the exchange will be around the day of the close. Thanks

Upvote 1

Read Answer Asked by Nick on August 08, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.42)
  • $155.42 P/E (TTM): 131.37X Cap: $202.68B
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Q: SHOP reported good results. Can you provide your views after the call with specific emphasis on why SHOP handily beat estimates and what you see over the next 6 months and 1 year periods. Could the results be the catalyst to get the stock back up to its year high over the next 12 months?

Upvote 12

Read Answer Asked on August 08, 2024

• NVIDIA Corporation (NVDA $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
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Q: good afternoon,

Heard the news about a delay in putting out they're new chip, Time of writing
sp dowm another 6% going on 7. Is there some other problem or is it just the casino players at work (traders)?
Aug. 7 at 5PM.

Thanks for the update,

Denis a grateful member

Upvote 6

Read Answer Asked by Denis on August 08, 2024

• Open Text Corporation (OTEX $29.95)
  • $29.95 P/E (TTM): 13.68X Cap: $7.72B
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Q: Thoughts on earning please. Would you accumulate at this level? Thank you!

Upvote 3

Read Answer Asked by Yong Mei on August 08, 2024

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $11.85)
  • $11.85 Cap: $1.62B
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Q: What is your take on LSPD's latest quarter? Thanks

Upvote 7

Read Answer Asked by Gilles on August 07, 2024

• Shopify Inc. (SHOP $111.85)
  • $111.85 P/E (TTM): 131.37X Cap: $146.30B
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Q: What is your take on SHOP qly results? Is there any negativity?

Upvote 20

Read Answer Asked by TOM on August 07, 2024

• Super Micro Computer Inc. (SMCI $21.97)
  • $21.97 P/E (TTM): 15.87X Cap: $13.15B
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Q: How was latest quarter? Reaction overblown or justified? Thank you

Upvote 6

Read Answer Asked by Neil on August 07, 2024

• Apple Inc. (AAPL $248.80)
  • $248.80 P/E (TTM): 31.83X Cap: $3.65T
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• Alphabet Inc. (GOOG $273.76)
  • $273.76 P/E (TTM): 27.66X Cap: $3.31T
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Q: How significant do you think the recent court decision against Alphabet might be? I know they are appealing it.

Upvote 7

Read Answer Asked by Donald on August 07, 2024

• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
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Q: Csu has been straight down 500$ of late.Any sense of the sell off?

Upvote 11

Read Answer Asked by Kim on August 07, 2024

• Descartes Systems Group Inc. (The) (DSG $96.72)
  • $96.72 P/E (TTM): 43.78X Cap: $8.32B
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Q: DSG has had a terrible 3 trading days and has not reovered today as most have.

What's happening?

Sheldon

Upvote 4

Read Answer Asked by Sheldon on August 07, 2024

• Hewlett Packard Enterprise Company (HPE $23.94)
  • $23.94 Cap: $31.76B
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• Super Micro Computer Inc. (SMCI $21.97)
  • $21.97 P/E (TTM): 15.87X Cap: $13.15B
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• Dell Technologies Inc. Class C (DELL $171.81)
  • $171.81 P/E (TTM): 21.49X Cap: $110.94B
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Q: These companies are often discussed as rivals. In light of SMCI’s results, what do you think of the prospects for HPE and DELL in relation to SMCI? If you had to rank them, which ones get the gold, silver and bronze?

Upvote 3

Read Answer Asked by Brian on August 07, 2024

• Super Micro Computer Inc. (SMCI $21.97)
  • $21.97 P/E (TTM): 15.87X Cap: $13.15B
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Q: SMCI reports after the bell today. They predicted around $8/share for the quarter. I bought this stock at $800, what are your thoughts about doubling down prior to earnings? Thanks

Upvote 5

Read Answer Asked by Terry on August 06, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.42)
  • $155.42 P/E (TTM): 131.37X Cap: $202.68B
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Q: Can you confirm when SHOP next reports. I think it's later this week. What is expected and what specifically does 5i expect? It seems to have fallen from your favourites list. Why? What's changed?

Upvote 5

Read Answer Asked on August 06, 2024

• CrowdStrike Holdings Inc. (CRWD $369.58)
  • $369.58 Cap: $93.73B
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• Vertiv Holdings LLC Class A (VRT $251.07)
  • $251.07 P/E (TTM): 75.07X Cap: $96.05B
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Q: Please compare/contrast VRT & CRWD as 5 year investment at this time.

Upvote 7

Read Answer Asked by Joel on August 06, 2024

• Palantir Technologies Inc. (PLTR $143.06)
  • $143.06 P/E (TTM): 255.3X Cap: $342B
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Q: Hi, Could you please comment on Palentir earnings. Thank you

Upvote 5

Read Answer Asked by francis on August 06, 2024

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $56.75)
  • $56.75 P/E (TTM): 32.77X Cap: $4.12B
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• Vanguard Information Technology ETF (VGT $681.00)
  • $681.00 P/E (TTM): 36.76X Cap: $105.72B
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• Global X Robotics & AI Index ETF (RBOT $30.08)
  • $30.08 P/E (TTM): 5.81X Cap: $58M
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• GLOBAL X FDS (AIQ $45.47)
  • $45.47 P/E (TTM): 24.73X Cap: $7.07B
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Q: Not sure if you received this question before:
Pls recommend both hedged and unhedged ETF focused on US high tech and AI, which will generate about 10% yield including both dividends and capital appreciation in the first year. Thank you!

Upvote 3

Read Answer Asked by Ron on August 06, 2024

• Broadcom Inc. (AVGO $300.68)
  • $300.68 P/E (TTM): 67.9X Cap: $1.42T
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• Advanced Micro Devices Inc. (AMD $201.99)
  • $201.99 P/E (TTM): 76.48X Cap: $329.32B
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Q: Hi 5i Team,
If you can only buy one of them, Broadcom and AMD, which one would you prefer?

Upvote 5

Read Answer Asked by Pui on August 02, 2024

• Apple Inc. (AAPL $248.80)
  • $248.80 P/E (TTM): 31.83X Cap: $3.65T
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• Amazon.com Inc. (AMZN $199.34)
  • $199.34 P/E (TTM): 29.31X Cap: $2.13T
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• Meta Platforms Inc. (META $525.72)
  • $525.72 P/E (TTM): 25.72X Cap: $1.32T
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• Alphabet Inc. (GOOG $273.76)
  • $273.76 P/E (TTM): 27.66X Cap: $3.31T
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• Microsoft Corporation (MSFT $356.77)
  • $356.77 P/E (TTM): 23.95X Cap: $2.64T
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• NVIDIA Corporation (NVDA $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
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• Tesla Inc. (TSLA $361.83)
  • $361.83 P/E (TTM): 352.64X Cap: $1.35T
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Q: Hello, in an answer to a question back on March 8th of this year you indicated some attractive entry prices for the Canadian CDR's of the Magnificent 7. What would be your current attractive entry prices given the changes over the past few months and the recent reporting season?

Upvote 14

Read Answer Asked by Ed on August 02, 2024

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: Please comment on results- does this company have the potential to recover and what would be a good entry point?

Upvote 4

Read Answer Asked by Stephen on August 02, 2024