Investment Q&A

• Intuitive Surgical Inc. (ISRG $556.83)
  • $556.83 P/E (TTM): 72.23X Cap: $202.41B
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• NVIDIA Corporation (NVDA $183.01)
  • $183.01 P/E (TTM): 51.67X Cap: $4.53T
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• GLOBAL X FDS (BOTZ $33.30)
  • $33.30 P/E (TTM): 59.3X Cap: $2.92B
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• PTC Inc. (PTC $170.66)
  • $170.66 P/E (TTM): 40.72X Cap: $20.59B
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• Dynatrace Inc. (DT $43.73)
  • $43.73 P/E (TTM): 27.86X Cap: $13.65B
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• UiPath Inc. Class A (PATH $12.94)
  • $12.94 P/E (TTM): 458.0X Cap: $7.15B
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Q: Robotics were a big part of the latest CES show in Las Vegas.

I would like to know what your best investment ideas to play this secular trend. I believe with the increased cost of labour this trend will only accelerate.
I am looking for your best stocks or ETF ideas to put in an RRSP to profit from this assumption.

Thanks for all your ideas and insights.

Upvote 5

Read Answer Asked by Thomas on January 16, 2024

• Cerence Inc. (CRNC $10.49)
  • $10.49 Cap: $343M
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Q: Do you think long term investors will eventually be rewarded? Their software is installed in 54% of cars coming off assembly lines worldwide, have announced some big partnerships since beginning of December, are expanding into the fitness industry, yet share price really hasn’t moved.
Thanks for your insight.

Upvote 2

Read Answer Asked by Curtis on January 16, 2024

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.34)
  • $15.34 Cap: $2.15B
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Q: I purchased LSPD at its high of $100.00, now it is down to $25.00. I am 60 yrs old, don’t need the money. Should I sell it and move on, or wait for it to rebound somewhat. If I sold it what would be a good replacement. It is in my TFSA!
I need some advice!
Thank you.

Upvote 8

Read Answer Asked by Shirley on January 16, 2024

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Does this company appear to have any of the attributes of a LMN, TOI, or CSU? Do you foresee CTS copying their strategy of not offering further shares. Is it a good investment for a 5 year hold? Thanks

Upvote 7

Read Answer Asked by Stephen on January 16, 2024

• Nutanix Inc. (NTNX $59.30)
  • $59.30 P/E (TTM): 98.48X Cap: $16.23B
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• Super Micro Computer Inc. (SMCI $32.28)
  • $32.28 P/E (TTM): 27.48X Cap: $20.13B
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• Crocs Inc. (CROX $78.35)
  • $78.35 P/E (TTM): 25.27X Cap: $4.11B
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• Axon Enterprise Inc. (AXON $524.84)
  • $524.84 P/E (TTM): 169.24X Cap: $41.90B
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• Vertiv Holdings LLC Class A (VRT $163.45)
  • $163.45 P/E (TTM): 62.21X Cap: $65.16B
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• Celsius Holdings Inc. (CELH $40.01)
  • $40.01 P/E (TTM): 369.45X Cap: $10.62B
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• Nextpower Inc. (NXT $86.55)
  • $86.55 P/E (TTM): 23.52X Cap: $13.30B
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Q: Hi team,

In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.

Could you provide a list of aggressive US growth stocks ?

Gratefully,

Jacques IDS

Upvote 11

Read Answer Asked by Jacques on January 15, 2024

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: I try and invest in companies that have the potential to become long-term compounders and then hang on tight for many years. TIXT has pooped the bed, but going forward, do you think that TIXT is likely to become a long-term compounder? Is this the vision of their management?

Thanks.

Upvote 6

Read Answer Asked by Joel on January 15, 2024

• Amazon.com Inc. (AMZN $218.80)
  • $218.80 P/E (TTM): 31.43X Cap: $2.38T
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• Alphabet Inc. (GOOG $293.57)
  • $293.57 P/E (TTM): 28.13X Cap: $3.53T
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• Microsoft Corporation (MSFT $479.84)
  • $479.84 P/E (TTM): 35.12X Cap: $3.61T
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• NVIDIA Corporation (NVDA $183.01)
  • $183.01 P/E (TTM): 51.67X Cap: $4.53T
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Q: I currently own NVDA and have enough funds to add only 2 , which 2 would you add today of MSFT, GOOG or AMZN ?

Thanks

Upvote 13

Read Answer Asked on January 15, 2024

• Sylogist Ltd. (SYZ $5.40)
  • $5.40 Cap: $126M
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• Lumine Group Inc. (LMN $25.97)
  • $25.97 P/E (TTM): 99.85X Cap: $6.58B
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Q: Would you be in favor of selling SYZ for LMN? This is for a RRSP and will be for a long term hold.

Thanks

Upvote 13

Read Answer Asked on January 15, 2024

• Constellation Software Inc. (CSU $3,198.47)
  • $3,198.47 P/E (TTM): 73.54X Cap: $67.84B
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Q: CSU market cap has grown from 55 Billion to 75 Billion over the past three months. Have the companies fundamentals improved enough to justify a 20 billion increase? This would imply transformational developments. This move seems excessive to me and I am trying to understand what is behind it.

Thanks.

Upvote 23

Read Answer Asked by Joel on January 15, 2024

• Uber Technologies Inc. (UBER $83.50)
  • $83.50 P/E (TTM): 15.48X Cap: $186.02B
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Q: Curious what you currently think of UBER. They apparently are starting to generate real profits and competition seems to be somewhat weakening. Looking at a small 100 share position. Thank you very much.

Upvote 2

Read Answer Asked by Jocelyne on January 15, 2024

• Coinbase Global Inc (COIN $239.86)
  • $239.86 P/E (TTM): 22.65X Cap: $69.37B
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Q: Can you please give an update on COIN, especially in light of the new spot BTC etfs that are now available.

Coinbase charges 2.5% transaction fees, a business that will surely suffer now that there are ways to participate in BTC for 20 basis points. From what I rave read, COIN, as the custodian for several of these ETFs will be paid 5 basis points for AUM.

That’s 245 basis points lower than what they are make on their trading fees.

What is your outlook on this company? Is there any compelling reason to hold it? Please give your bull and bear case.

Thank you.

Upvote 2

Read Answer Asked by Karim on January 12, 2024

• Amazon.com Inc. (AMZN $218.80)
  • $218.80 P/E (TTM): 31.43X Cap: $2.38T
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• Atlassian Corporation (TEAM $144.21)
  • $144.21 Cap: $38.54B
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• MKS Inc. (MKSI $140.37)
  • $140.37 P/E (TTM): 33.99X Cap: $9.66B
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• Etsy Inc. (ETSY $51.90)
  • $51.90 P/E (TTM): 38.93X Cap: $5.24B
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• ASGN Incorporated (ASGN $39.88)
  • $39.88 P/E (TTM): 13.97X Cap: $1.72B
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Q: Please rate these companies from best to worse. Are there any that you would add to? Are any outright sells?

Upvote 2

Read Answer Asked by Larry M. on January 12, 2024

• Lumine Group Inc. (LMN $25.97)
  • $25.97 P/E (TTM): 99.85X Cap: $6.58B
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Q: I had been waiting for LMN to go down a bit before I purchased however that's not happening. Is $30 too much to pay if I'm looking at a 3-5 year holding period?

Upvote 15

Read Answer Asked by Brenda on January 12, 2024

• CrowdStrike Holdings Inc. (CRWD $504.56)
  • $504.56 Cap: $130.64B
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Q: Considering portfolio weights are personal, how high of a weight would YOU be comfortable holding CRWD?

Upvote 6

Read Answer Asked by Marco on January 11, 2024

• Palo Alto Networks Inc. (PANW $185.30)
  • $185.30 P/E (TTM): 125.23X Cap: $133.71B
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• CrowdStrike Holdings Inc. (CRWD $504.56)
  • $504.56 Cap: $130.64B
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Q: Would you own both, or which one is the best value and with maybe less risk?
Thanks again

Upvote 5

Read Answer Asked by eugene on January 11, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $206.01)
  • $206.01 P/E (TTM): 78.69X Cap: $267.23B
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Q: Now that Shopify is hitting new fifty-two week highs, do you expect it to keep going up for a while or just consolidate at some point, thanks?

Upvote 11

Read Answer Asked by Pat on January 11, 2024

• Meta Platforms Inc. (META $586.29)
  • $586.29 P/E (TTM): 26.47X Cap: $1.48T
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• Microsoft Corporation (MSFT $479.84)
  • $479.84 P/E (TTM): 35.12X Cap: $3.61T
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Q: Hi 5i Team Could you tell me what is driving Meta? I have a small position in it and was planning on trading it for MSFT but it seems to be performing better recently. Do you think the trade is a good move or should I hang on to META.
TIA

Upvote 6

Read Answer Asked by Gary on January 11, 2024

• Lumine Group Inc. (LMN $25.97)
  • $25.97 P/E (TTM): 99.85X Cap: $6.58B
  • View LMN Profile
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Q: Everyone, LMN is on the Vancouver exchange. When would LMN want to be on the TSE and additional on the Nasdaq? Clayton

Upvote 4

Read Answer Asked by Clayton on January 10, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $206.01)
  • $206.01 P/E (TTM): 78.69X Cap: $267.23B
  • View SHOP Profile
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• Klaviyo Inc. Series A (KVYO $27.66)
  • $27.66 Cap: $8.31B
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Q: Hi can you please provide an updated opinion on KVYO now that the ipo sizzle has subsided a bit? I'm intrigued that Shopify invested heavily in it.

Upvote 5

Read Answer Asked by Kel on January 10, 2024

• NVIDIA Corporation (NVDA $183.01)
  • $183.01 P/E (TTM): 51.67X Cap: $4.53T
  • View NVDA Profile
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Q: On a PE basis, the stock looks reasonably priced. On a P/B or P/S, it looks overvalued. What would you used as the best metrics to value a company in the semi space?

Also, could you add ARM Holdings to your company profiles?

TIA

Upvote 6

Read Answer Asked by Wayne on January 10, 2024