Investment Q&A

Q: If I'm correct, 5i likes SHOP and has been suggesting it's a top growth prospect. Can you explain what's happening with the stock since it released earnings. It beat estimates and provided what I thought was a good future picture. But the stock has been dropping. 5i has said if you liked the stock before earnings release, you should like it much more now. It seems analysts see something negative as most have been maintaining a 'hold' rating or moving to sell. I don't see any upgrades but maybe I missed them. Also, insiders have been net sellers of late. Can you provide an assessment of things? Stock has had a very good ride so far this year. What price do you see as level of support? How low might it go? Is it still a top growth pick? thanks

Q: In your opinion, is the drop in SMCI having a knock on effect on NVDA stock price today?

Q: Could you please comment on results and outlook. Many thanks.

Q: Based on the recent earnings report it looks like Nuvei's growth is challenged. The announcement of a modest dividend appears to be an effort to mollify negative sentiment. Given the recent negative momentum and the muted forward guidance, please give your opinion on continuing to hold at a considerable loss (TFSA) vs selling and redeploying the cash to add to either TRI or ATS. Thank you. Please use as many credits as you need.

Q: Hello 5i,

If you had to pick ONE US stock, regardless of sector, in the current market that you believe to be undervalued and offers the greatest potential return what would it be?

I am a long term investor and have a high risk tolerance. Thank you as always.

Greg C.

Q: I own both GOOG and AAPL in my portfolio. AAPL has been taking a bit of a hit in the past few days. Would you recommend holding both and which one do you see as the best performer in the next three years. Your comments on both companies would be appreciated. Thank You.

Q: Hi, could you please comment on TEAM earnings and outlook? Would you hold, buy, or sell? Thanks.

Q: Hi, Could you please comment on PLTR earnings. Thank you

Q: Your thoughts on the quarter and outlook? What do you feel would be a reasonable entry point to leg into a position? Thanks

Q: Could you please comment on their results?
Is this drop buying opportunity?

Thanks,
Milan

Q: Hi team,

Can you comment on the quarter?

Thanks

Q: Your thoughts please on the quarter?

Thx

Q: What happened to FTNT today? Great buying opportunity?

Q: Can I please have your comments and analysis on `Fortinet```s recently announced earnings. It is down big time in after hours trading. Your overall view of your take on this comany would be much appreciated. Thanks

Q: Do you like these names following the pull back today? FTNT seems to be getting really spanked after the lower guidance. It seems to be an over reaction to what seems to me to be decent results. Thanks.

Jason

Q: your thoughts please on the quarter? Thx

Q: Could I have your assessment of Copperleaf’s earnings .
Thank- you.

Q: Hi Team,

Can you comment on the quarter, do we still like this company?

Q: I was very impressed with the speed at which Datadog developed new modules for the I/T Infrastructure management and was able to quickly grow sales of adjacent products into customers. Somehow, I built it into my top portfolio position (15%). I get the sense that the company has gone out of favour for a few reasons (growth rate, and margins I think). Should I have faith in my original thesis or should I sell at break-even? I suppose I could sell some, but I'm trying to keep a streamlined portfolio so I have fewer companies to keep on top of. Any thoughts and opinions on DDOG are most appreciated! Thanks.

Q: Hi, Could you please comment on LSPD earnings. Thank you