Investment Q&A

• Microsoft Corporation (MSFT $412.66)
  • $412.66 P/E (TTM): 25.96X Cap: $3.08T
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• QUALCOMM Incorporated (QCOM $237.53)
  • $237.53 P/E (TTM): 44.17X Cap: $230.92B
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• International Business Machines Corporation (IBM $223.55)
  • $223.55 P/E (TTM): 20.28X Cap: $215.94B
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• Mastercard Incorporated (MA $497.81)
  • $497.81 P/E (TTM): 29.99X Cap: $437.79B
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• Motorola Solutions Inc. (MSI $392.17)
  • $392.17 P/E (TTM): 30.12X Cap: $63.74B
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• Oracle Corporation (ORCL $193.84)
  • $193.84 P/E (TTM): 35.18X Cap: $563.56B
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Q: Hi Peter can you provide opinion on TDV etf. What are your thoughts of it price and quality?

Upvote 4

Read Answer Asked by Frank on March 20, 2024

Q: Would you comment, please, on the Reddit IPO. Is it a good prospect and what would be your expectations. Thanks.

Upvote 2

Read Answer Asked by Sylvia on March 20, 2024

• Super Micro Computer Inc. (SMCI $33.52)
  • $33.52 P/E (TTM): 26.01X Cap: $20.07B
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Q: Good morning,

Can I get your assessment on the new shares issued at $875? Where do you think this stock goes from here, and would you rate it buy, sell or hold? Thanks.

Upvote 8

Read Answer Asked by Bradley on March 20, 2024

• Dye & Durham Limited (DND $3.00)
  • $3.00 Cap: $201M
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Q: Engine Capital bought into PKI and did wonders for the stock price Now they bought a 5.3% holding in DND. What do you think of the transaction? Can I hope for similiar results to PKI?

Upvote 3

Read Answer Asked by Gerald on March 20, 2024

• Datadog Inc. (DDOG $202.32)
  • $202.32 P/E (TTM): 645.68X Cap: $72.01B
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• Snowflake Inc. (SNOW $151.50)
  • $151.50 Cap: $52.70B
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• Applovin Corporation (APP $478.42)
  • $478.42 P/E (TTM): 48.06X Cap: $157.40B
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• UiPath Inc. Class A (PATH $10.66)
  • $10.66 P/E (TTM): 20.75X Cap: $5.65B
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• Confluent Inc. (CFLT)
  • Cap: $11.08B
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Q: Hi, could I have your updated opinion on CFLT please? I don't see recent questions on it - I have a small position and need to top up or sell. Could you possibly rank compared to DDOG, PATH, SNOW, APP

Upvote 5

Read Answer Asked by Kel on March 20, 2024

• Palo Alto Networks Inc. (PANW $213.66)
  • $213.66 P/E (TTM): 114.85X Cap: $174.34B
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• Zscaler Inc. (ZS $148.87)
  • $148.87 Cap: $23.93B
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• CrowdStrike Holdings Inc. (CRWD $542.26)
  • $542.26 Cap: $134.33B
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• Cloudflare Inc. Class A (NET $193.52)
  • $193.52 Cap: $68.40B
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Q: On the software security front, my opinion is that the general, PANW is slipping a bit and being reigned in by CRWD, NET, ZS. What is your opinion on these, and also S? Could you please rank for growth over the next 5 years?

Upvote 4

Read Answer Asked by Kel on March 19, 2024

Q: Can I have your thoughts on RGTI and quantum computing in general. Thank-you.

Upvote 1

Read Answer Asked by Alex on March 19, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $89.43)
  • $89.43 P/E (TTM): 12.51X Cap: $18.91B
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• Constellation Software Inc. (CSU $2,414.31)
  • $2,414.31 P/E (TTM): 76.75X Cap: $51.16B
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• Descartes Systems Group Inc. (The) (DSG $94.16)
  • $94.16 P/E (TTM): 40.15X Cap: $8.49B
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• Open Text Corporation (OTEX $33.37)
  • $33.37 P/E (TTM): 14.37X Cap: $8.47B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $140.28)
  • $140.28 P/E (TTM): 117.07X Cap: $196.50B
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Q: In your opinion, which five(5) Canadian companies are best positioned to increase their net value because of Ai? Thank you!

Upvote 20

Read Answer Asked by Pat on March 19, 2024

• Advanced Micro Devices Inc. (AMD $458.79)
  • $458.79 P/E (TTM): 171.77X Cap: $742.23B
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Q: In your previous answer March 15, 5i said the P/E ratio is about 52 but it looks like about 365 on my bank platform. Could you clarify pls? Also, what is a good price to buy AMD now pls?

Upvote 3

Read Answer Asked by Ron on March 19, 2024

• Evertz Technologies Limited (ET $16.44)
  • $16.44 Cap: $1.23B
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Q: Looks like another double digit growth quarter from Evertz. Thoughts on the quarter and where you think the valuation could go based on the growth we have seen in the past 3 quarters.

Upvote 5

Read Answer Asked by Robert on March 18, 2024

• Microsoft Corporation (MSFT $412.66)
  • $412.66 P/E (TTM): 25.96X Cap: $3.08T
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• NVIDIA Corporation (NVDA $219.44)
  • $219.44 P/E (TTM): 43.92X Cap: $5.22T
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• Constellation Software Inc. (CSU $2,414.31)
  • $2,414.31 P/E (TTM): 76.75X Cap: $51.16B
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• Descartes Systems Group Inc. (The) (DSG $94.16)
  • $94.16 P/E (TTM): 40.15X Cap: $8.49B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $140.28)
  • $140.28 P/E (TTM): 117.07X Cap: $196.50B
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• Elastic N.V. (ESTC $50.38)
  • $50.38 Cap: $5.40B
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• CrowdStrike Holdings Inc. (CRWD $542.26)
  • $542.26 Cap: $134.33B
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• Docebo Inc. (DCBO $26.14)
  • $26.14 P/E (TTM): 15.44X Cap: $835M
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• Shift4 Payments Inc. Class A (FOUR $41.47)
  • $41.47 P/E (TTM): 60.92X Cap: $3.28B
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• Lumine Group Inc. (LMN $19.48)
  • $19.48 P/E (TTM): 33.99X Cap: $5.19B
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• Nextpower Inc. (NXT $126.26)
  • $126.26 P/E (TTM): 32.2X Cap: $18.69B
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Q: Sorry for asking another tech ranking but I read a question about some of your best ideas currently and I want to mesh with my current holding. Can you please rank the above stocks for purchase/hold today?
Thank you

Upvote 10

Read Answer Asked by Neil on March 18, 2024

• Intel Corporation (INTC $129.44)
  • $129.44 Cap: $650.56B
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• Micron Technology Inc. (MU $795.33)
  • $795.33 P/E (TTM): 35.26X Cap: $896.92B
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• NVIDIA Corporation (NVDA $219.44)
  • $219.44 P/E (TTM): 43.92X Cap: $5.22T
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• Advanced Micro Devices Inc. (AMD $458.79)
  • $458.79 P/E (TTM): 171.77X Cap: $742.23B
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• ON Semiconductor Corporation (ON $107.24)
  • $107.24 P/E (TTM): 355.86X Cap: $42.02B
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• Marvell Technology Inc. (MRVL $170.84)
  • $170.84 P/E (TTM): 55.42X Cap: $148.77B
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• Super Micro Computer Inc. (SMCI $33.52)
  • $33.52 P/E (TTM): 26.01X Cap: $20.07B
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• ASML Holding N.V. (ASML $1,565.81)
  • $1,565.81 P/E (TTM): 54.95X Cap: $613.59B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $404.54)
  • $404.54 P/E (TTM): 39.9X Cap: $2.13T
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• Vertiv Holdings LLC Class A (VRT $367.92)
  • $367.92 P/E (TTM): 99.7X Cap: $130.58B
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• Arm Holdings plc (ARM $212.65)
  • $212.65 P/E (TTM): 284.36X Cap: $225.90B
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Q: 1. Please let me know your thoughts on the best choices of Semi Conductor and Related Companies to own going forward...

2. What would be the Core Holdings going into this Ai moment +

3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...

4. How do you feel about the Valuations and Stock Price of the Current companies listed...

5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...

Thanks in advance,
M

Upvote 8

Read Answer Asked by michael on March 18, 2024

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: Hi 5i
In your opinion do you think there is a strategic nature to leaked news of a potential " acquiring " of Nuvie?

As you mentioned the stock had been falling for a week to around $29.5 canadian now up today up around 28%....
....However If this news would have leaked 2 weeks ago at sp of around $36 canadian i believe management would have a harder time convincing shareholder that a potential $30 US take over price is a great price....
Am I dreaming ? Can you provide some commentary....

Thx

Upvote 2

Read Answer Asked by jim on March 18, 2024

• SentinelOne Inc. Class A (S $16.33)
  • $16.33 Cap: $5.64B
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Q: Hi 5i, and would welcome your review of the recent Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold and any competitive advantage that they may hold in the cybersecurity space. Thanks kindly.

Upvote 3

Read Answer Asked by Michael on March 18, 2024

• Constellation Software Inc. (CSU $2,414.31)
  • $2,414.31 P/E (TTM): 76.75X Cap: $51.16B
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Q: Hi, What are your thoughts on Constellation's plans to start looking to buy Canadian VC- backed companies, as per following NR. Thank You

https://www.theglobeandmail.com/business/article-constellation-software-looks-to-experiment-by-buying-canadian-vc/

Upvote 12

Read Answer Asked by rajeev on March 18, 2024

• Quarterhill Inc. (QTRH $1.43)
  • $1.43 Cap: $177M
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Q: Please update your thoughts regarding the company's turnaround based on the latest quarterly information.

Upvote 2

Read Answer Asked by Brendon on March 18, 2024

• Nuvei Corporation (NVEI)
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Q: I have shares in Nvei that I would love to sell - bought at $77. Would you recommend waiting to see if the deal goes through, and if so what happens to the stock? Or in case the deal collapses, what target price might I look for before I sell? Thank you.

Upvote 3

Read Answer Asked by Pat on March 18, 2024

Q: Follow up on Bitcoin as an asset.
The price to mine a bitcoin has decreased over the years from about 37,000 dollars to 17,000 dollars. The total number of bitcoins to be mined is supposed to be restricted to a finite number which may be reached this year or next year.
Still the bitcoin value reaches rather extraorbitant values despite not having any asset to back up the value. It apparently may hide a bitcoin owner unless he or she declares its ownership . The legalized ETFs may be more open as to the ownership I presume.
Do you have any comments about the above issues?
I think 50% or more people who invest in bitcoin do not have idea that is a bitcoin.

Miroslaw

Upvote 13

Read Answer Asked by Miroslaw on March 18, 2024

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: What do you think the probability of a buy out offer is? What do you feel a offer price would be?

Upvote 7

Read Answer Asked by Husseinali on March 18, 2024

• Enghouse Systems Limited (ENGH $17.38)
  • $17.38 P/E (TTM): 14.35X Cap: $977M
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Q: Good Morning

As a holder of enghouse for over 3 years now and the latest quarter not being that great and being down a little over 50% has the time come to simply sell and move on? And if so do you have a suggestion for a alternate investment?

Thks
Marcel

Upvote 7

Read Answer Asked by Marcel on March 18, 2024