Investment Q&A

• Amazon.com Inc. (AMZN $270.13)
  • $270.13 P/E (TTM): 37.07X Cap: $2.90T
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• Meta Platforms Inc. (META $616.63)
  • $616.63 P/E (TTM): 25.67X Cap: $1.56T
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• Alphabet Inc. (GOOG $399.04)
  • $399.04 P/E (TTM): 35.51X Cap: $4.69T
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• Microsoft Corporation (MSFT $405.21)
  • $405.21 P/E (TTM): 25.5X Cap: $3.01T
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• NVIDIA Corporation (NVDA $225.83)
  • $225.83 P/E (TTM): 45.06X Cap: $5.49T
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• Tesla Inc. (TSLA $445.27)
  • $445.27 P/E (TTM): 397.66X Cap: $1.67T
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• Advanced Micro Devices Inc. (AMD $445.50)
  • $445.50 P/E (TTM): 146.98X Cap: $726.43B
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• Vertiv Holdings LLC Class A (VRT $369.99)
  • $369.99 P/E (TTM): 107.66X Cap: $142.11B
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Q: Is AI becoming big enough to warrant its own category? I'm trying to find out what your recommendations are on AI companies going forward.

Upvote 21

Read Answer Asked by Graham on May 17, 2024

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.18)
  • $12.18 Cap: $1.67B
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Q: What is your take on LSPD s results. Thanks

Upvote 7

Read Answer Asked by Gilles on May 17, 2024

• ATS Corporation (ATS $45.20)
  • $45.20 P/E (TTM): 240.37X Cap: $4.43B
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Q: Hi Team,
After today's earnings release, would you recommend continuing to hold ATS, or is there another name in the sector you would prefer to buy right now instead? Selling ATS for me would mean taking a 23% capital loss in a cnd cash account.

Thanks,
Shane.

Upvote 8

Read Answer Asked by Shane on May 17, 2024

• Lantronix Inc. (LTRX $6.13)
  • $6.13 Cap: $244M
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Q: What do you think of the latest earnings? Would you consider it a buy at this price?

Upvote 2

Read Answer Asked by Ian on May 17, 2024

• Jabil Inc. (JBL $355.43)
  • $355.43 P/E (TTM): 47.34X Cap: $37.49B
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Q: Do you know what is causing JBl to be so weak? Would you buy at this low price? Thank you.

Upvote 1

Read Answer Asked by John on May 16, 2024

• NVIDIA Corporation (NVDA $225.83)
  • $225.83 P/E (TTM): 45.06X Cap: $5.49T
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Q: do you recommend waiting till earnings release to buy the stock or what percentage chance do you place on better then expected results and a significant rise again?

Upvote 7

Read Answer Asked by Gary on May 16, 2024

• Celestica Inc. (CLS $510.17)
  • $510.17 P/E (TTM): 52.27X Cap: $58.65B
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Q: I'm having trouble nailing down exactly what CLS does. Is it a technology company or an industrial company? Also, do you think it would be a good time to invest in the company?

Upvote 6

Read Answer Asked by Les on May 16, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $85.04)
  • $85.04 P/E (TTM): 11.32X Cap: $17.98B
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• Celestica Inc. (CLS $510.17)
  • $510.17 P/E (TTM): 52.27X Cap: $58.65B
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• Kinaxis Inc (KXSCF $100.64)
  • $100.64 P/E (TTM): 42.94X Cap: $2.75B
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Q: Please recommend some Canadian companies whose stock prices will appreciate due to their activities in AI and data centres. Tx Ron L

Upvote 4

Read Answer Asked by Ron on May 16, 2024

• ATS Corporation (ATS $45.20)
  • $45.20 P/E (TTM): 240.37X Cap: $4.43B
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Q: Could you comment on ATS earnings, please.

Upvote 5

Read Answer Asked by Ken on May 16, 2024

• Open Text Corporation (OTEX $31.24)
  • $31.24 P/E (TTM): 14.05X Cap: $7.82B
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Q: I seem to recall OTEX being included in the past on your list of companies that were possible takeover targets? If that was true once, do you still see the possibility that the “assets” of the company would be desirable to someone today at it’s current valuation?

Upvote 5

Read Answer Asked by Stephen R. on May 16, 2024

• Nextpower Inc. (NXT $136.37)
  • $136.37 P/E (TTM): 32.06X Cap: $20.24B
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Q: Hi, What are your thoughts on Nextracker earnings and outlook ? CC is scheduled for 5 PM. We took a starter 1% position, last week, after reviewing several favorable comments from 5i team. What would you recommend going forward - Add to the position gradually, starting, Tomorrow Or, wait for stock to settle Or, wait for another quarter ? Also, would appreciate decent price levels to accumulate.

Thank You

Upvote 4

Read Answer Asked by rajeev on May 16, 2024

• Nextpower Inc. (NXT $136.37)
  • $136.37 P/E (TTM): 32.06X Cap: $20.24B
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Q: I own shares in Nextracker and am happy with its recently announced results. Do yo like this company as an investment and do you have other companies Canadian or US that you would recommend that are likely to do well as a result of the movement in AI? Thank You.

Upvote 4

Read Answer Asked by Brian on May 15, 2024

• Celestica Inc. (CLS $510.17)
  • $510.17 P/E (TTM): 52.27X Cap: $58.65B
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Q: Whats popping this today?

Thx

Upvote 5

Read Answer Asked by blake on May 15, 2024

• Descartes Systems Group Inc. (The) (DSG $90.90)
  • $90.90 P/E (TTM): 37.83X Cap: $7.81B
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• Open Text Corporation (OTEX $31.24)
  • $31.24 P/E (TTM): 14.05X Cap: $7.82B
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Q: I have held DSG for about 2 years in my RRSP and currently down about 24%. This position represents about 1.75% weight in the RRSP account and 0.48% of all investment accounts. I know 2 yrs may not a long time to give an investment a change but in this day of over performing tech stocks it seems that OTEX is not able to execute. Do you agree with this view? If I decide to exit, do you have 2 or 3 options to switch into?
Thanks for all the help.

Upvote 6

Read Answer Asked by Francisco on May 15, 2024

Q: Although at a loss as to what LIDAR sensors might be, the growth of OUST is very interesting. What is your opinion of the firm?

Upvote 1

Read Answer Asked by David on May 15, 2024

• Axon Enterprise Inc. (AXON $376.82)
  • $376.82 P/E (TTM): 158.73X Cap: $30.37B
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Q: I purchased AXON around $200 in a margin account, I'm paying 7% on the margin. Question, do I keep holding knowing that I need 7% return to break even or do you think it trades sideways until the next earnings report. Note: My Margin account only accounts for 10% of my portfolio. Thanks (I know short term is hard to predict.)

Upvote 5

Read Answer Asked by Kevin on May 15, 2024

• Nextpower Inc. (NXT $136.37)
  • $136.37 P/E (TTM): 32.06X Cap: $20.24B
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Q: Hi 5i Team,
Pls comment on Nextracker Inc. quarterly earning result.

Upvote 4

Read Answer Asked by Pui on May 15, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $130.71)
  • $130.71 P/E (TTM): 99.07X Cap: $169.37B
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Q: At what point does SHOP become interesting to buy? Timing is tough but how low do you see it going before buyers step in?

Upvote 6

Read Answer Asked by preston on May 14, 2024

• Arista Networks Inc. (ANET $140.69)
  • $140.69 P/E (TTM): 48.98X Cap: $177.15B
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Q: Can I get 5i's updated view on ANET. It had reported updated earnings a few days ago. How does its valuation compare to other AI-related stocks?

Upvote 3

Read Answer Asked by Mike on May 14, 2024

• VerticalScope Holdings Inc. Subordinate Voting Shares (FORA $2.80)
  • $2.80 Cap: $60M
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Q: I know that your most recent assessment of FORA was downbeat, however, they just released results that blew everyone out of the water and a number of analysts (RBC,TD, CIBC, RJ etc.) were falling over themselves to provide upgrades and significantly increase their targets. Would appreciate your view.

Upvote 1

Read Answer Asked by karl on May 14, 2024