Investment Q&A

• Lumine Group Inc. (LMN $23.33)
  • $23.33 P/E (TTM): 83.58X Cap: $5.98B
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Q: Could you provide your comments on the first quarter results please.

Upvote 14

Read Answer Asked by Robert on May 02, 2024

• Topicus.com Inc. (TOI $95.50)
  • $95.50 P/E (TTM): 287.59X Cap: $12.47B
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Q: Your thoughts on the quarter please?

Thx

Upvote 11

Read Answer Asked by blake on May 02, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $101.28)
  • $101.28 P/E (TTM): 12.94X Cap: $21.75B
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• Constellation Software Inc. (CSU $2,515.75)
  • $2,515.75 P/E (TTM): 69.7X Cap: $51.73B
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• Intact Financial Corporation (IFC $256.27)
  • $256.27 P/E (TTM): 13.59X Cap: $45.34B
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• Brookfield Corporation Class A Limited Voting Shares (BN $62.75)
  • $62.75 P/E (TTM): 79.44X Cap: $140.37B
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• Lumine Group Inc. (LMN $23.33)
  • $23.33 P/E (TTM): 83.58X Cap: $5.98B
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Q: For new TFSA money this year can you please recommend you're top 5 picks in the Balanced growth/income portfolio?

Upvote 31

Read Answer Asked by Darrin on May 01, 2024

• Sunrun Inc. (RUN $12.45)
  • $12.45 P/E (TTM): 7.77X Cap: $2.99B
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Q: What are your current thoughts on Sunrun? It seems to have support at the $10 level and with the talk of increasing power demand in the US renewable energy should be part of the solution.

Upvote 1

Read Answer Asked by Brendon on May 01, 2024

• Advanced Micro Devices Inc. (AMD $255.07)
  • $255.07 P/E (TTM): 92.47X Cap: $415.85B
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Q: Thx for your answer earlier on results but I forgot to ask about your forward valuation and opinion on holding, and or buying more at a certain price level.

Upvote 5

Read Answer Asked by Christopher on May 01, 2024

• Advanced Micro Devices Inc. (AMD $255.07)
  • $255.07 P/E (TTM): 92.47X Cap: $415.85B
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Q: Please opine on yesterday's results. It looks like a meet expectations release and sell-off for no reason. Thx.

Upvote 4

Read Answer Asked by Christopher on May 01, 2024

• Super Micro Computer Inc. (SMCI $27.20)
  • $27.20 P/E (TTM): 19.1X Cap: $16.29B
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Q: Hi. Would you please comment on SMCI's earnings. Thanks

Upvote 9

Read Answer Asked by Bruce on May 01, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $101.28)
  • $101.28 P/E (TTM): 12.94X Cap: $21.75B
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Q: Please comment on earning. Thanks for your excellent service .

Upvote 7

Read Answer Asked by Lai Kuen on May 01, 2024

• Amazon.com Inc. (AMZN $249.02)
  • $249.02 P/E (TTM): 33.25X Cap: $2.67T
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Q: Thoughts on Amazon's quarter?

Upvote 7

Read Answer Asked by Joe on May 01, 2024

• Lumine Group Inc. (LMN $23.33)
  • $23.33 P/E (TTM): 83.58X Cap: $5.98B
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Q: Hi, When is Lumine expected to report earnings and what are street estimates ? Thank You

Upvote 7

Read Answer Asked by rajeev on May 01, 2024

Q: I have purchased a Bitcoin TEF in the past as a trade. I made money and got out. I do not have the understanding/trust in crypto to consider making a longer term or large Investment. I am aware that there are crypto assets, trading platforms and miners. However the concept seems to be based entirely on a level of trust which I do not have. This question is not about FOMO. I do not have a burning desire to invest here but to understand. I am not asking for deep dive but what is your approach to investing in the crypto market? Thanks for your help.

Mike

Upvote 4

Read Answer Asked by Michael on April 30, 2024

• SoFi Technologies Inc. (SOFI $17.91)
  • $17.91 P/E (TTM): 42.68X Cap: $22.83B
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• Samsara Inc. Class A (IOT $26.51)
  • $26.51 Cap: $15.44B
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Q: Thnx for the excellent service 5i, what are your thoughts on both IOT and Sofi?

Upvote 2

Read Answer Asked by David on April 30, 2024

• Infineon Technologies AG ADR (IFNNY $52.56)
  • $52.56 P/E (TTM): 44.84X Cap: $68.52B
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Q: what are your thoughts in terms of growth potential, as Infineon invest more in the semi conductor space. Would you recommend investing.

Upvote 2

Read Answer Asked by Howie on April 30, 2024

Q: There appears to a significant array companies and investment in Holography and its various applications. Can you provide any insight about its future, particularly as to applications that have serious business potential? Are there any investable public companies or IPO's at this point?
Thanks, Hugh

Upvote 2

Read Answer Asked by Hugh on April 29, 2024

• Applied Materials Inc. (AMAT $395.64)
  • $395.64 P/E (TTM): 40.89X Cap: $313.98B
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• Lam Research Corporation (LRCX $272.41)
  • $272.41 P/E (TTM): 54.14X Cap: $333.82B
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• MKS Inc. (MKSI $274.15)
  • $274.15 P/E (TTM): 61.64X Cap: $18.39B
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• ASML Holding N.V. (ASML $1,518.30)
  • $1,518.30 P/E (TTM): 66.5X Cap: $585.17B
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Q: Greetings 5i,

LRCX reported recently. What are your thoughts on these numbers and the company in general? Who are thier main competitors? What will be the main drivers of growth for the next few quarters and are they positioned correctly to take advantage of any tailwinds from global AI demand expansion.

Cheers!

Upvote 1

Read Answer Asked by Duane on April 29, 2024

• Super Micro Computer Inc. (SMCI $27.20)
  • $27.20 P/E (TTM): 19.1X Cap: $16.29B
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• Vertiv Holdings LLC Class A (VRT $310.51)
  • $310.51 P/E (TTM): 87.96X Cap: $118.80B
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• Astera Labs Inc. (ALAB $170.60)
  • $170.60 P/E (TTM): 136.72X Cap: $29.21B
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Q: Would I be correct in saying that your recent answers are showing a preference for VRT rather than SMCI or ALAB? Can you rate each of the three on a scale of 1 to 10 (10 being a strong buy) and at what level you would buy each? Also, if you have in fact shifted slightly away from SMCI and to VRT as a fav, what makes it more desirable?

Upvote 11

Read Answer Asked by Tim on April 29, 2024

• Topicus.com Inc. (TOI $95.50)
  • $95.50 P/E (TTM): 287.59X Cap: $12.47B
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Q: What does the market expect from Topicus this week?

Thx

Upvote 8

Read Answer Asked by blake on April 29, 2024

Q: Hello,

What are your thoughts on Alarum technologies and its current valuation? Thank you!

Upvote 1

Read Answer Asked by James on April 29, 2024

• Celestica Inc. (CLS $529.99)
  • $529.99 P/E (TTM): 50.9X Cap: $60.93B
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Q: After a strong quarter the weakness seems strange in a strong market for tech. Was there something in the conferance call? I realize it's only a few trading days, but I'm a relatively new shareholder and dont like that ugly red color on my screen when most everything else in tech is a beautiful green color.

Upvote 4

Read Answer Asked by Charles on April 29, 2024

• Atlassian Corporation (TEAM $59.71)
  • $59.71 Cap: $15.74B
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Q: Could you comment on earnings and the changes in management. Should I continue to hold or are there better opportunities elsewhere? Thank you

Upvote 2

Read Answer Asked by Paul on April 26, 2024