Investment Q&A

• Amazon.com Inc. (AMZN)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Hello dear 5i,

I have a question that may seem silly. Here it is. When you talk about Shopify, you often talk about duopoly, but I can't find with whom they are, even by searching assiduously on the net.

thanks

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Read Answer Asked by Charles on December 07, 2022

• SoFi Technologies Inc. (SOFI)
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Q: What is your latest analysis for the prospects of this company?

Thanks

Thomas

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Read Answer Asked by Thomas on December 06, 2022

• Constellation Software Inc. (CSU)
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• Kinaxis Inc. (KXS)
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• BlackBerry Limited (BB)
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• Sierra Wireless Inc. (SW)
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• Docebo Inc. (DCBO)
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Q: Can you please name your favourite single stocks in Canada that are in the really future-oriented disruptive tech sectors (AI, quantum, 5G, genomics, others)?

Upvote 1

Read Answer Asked by Chris on December 06, 2022

• ChargePoint Holdings Inc. (CHPT)
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Q: Can you offer your analysis of their recent Q3 results? Market didn't seem to like them. And do you think this is the time to buy more stock in this company with EV's increasing worldwide? Would a 3 year old be the minimum to invest? Please take as many credits as necessary. Thanks for your expert opinion.

Upvote 0

Read Answer Asked by Dr Lorraine on December 06, 2022

• Converge Technology Solutions Corp. (CTS)
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Q: What do you think the most likely outcome is here for Converge? Someone buying it?

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Read Answer Asked by Michael on December 06, 2022

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
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Q: Would you buy ZQQ:CA into year end..Think tax loss selling will put a damper on Santa's rally

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Read Answer Asked by Gilles on December 05, 2022

• Kinaxis Inc. (KXS)
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• TECSYS Inc. (TCS)
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Q: Hello Peter,
Could you please comment on Tecsys results? The stock is in the dumps which is surprising as the company is in supply chain area which is a good place to be, and the results did not seem that bad. Does it compete with Kinaxis? Thanks very much

Upvote 0

Read Answer Asked by umedali on December 05, 2022

• Salesforce Inc. (CRM)
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Q: Pls comment on CRM's earnings. Is it a good entry point now for a long term investment? Thanks!

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Read Answer Asked by David on December 05, 2022

• Amplify Cybersecurity ETF (HACK)
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• Palo Alto Networks Inc. (PANW)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Hi 5I staff

I have been mostly absent from the tech space for some time but do have small positions in TOI and GOOGL. I am looking at the cyber security ETF space or one or two stocks to consider adding. What would your recommendations be in this investment area
TIA

PL

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Read Answer Asked by Peter on December 05, 2022

• Sylogist Ltd. (SYZ)
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Q: $5.80 +11.54% on Dec 2 .Any reason,or purchase after recent big drop, or buying after finish of tax loss selling. Txs for u usual great views & services

Upvote 0

Read Answer Asked by Peter on December 05, 2022

• SolarEdge Technologies Inc. (SEDG)
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Q: After around 3 years holding I find myself at breakeven again, been mostly underwater on this company. Do you guess recent momentum will continue?

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Read Answer Asked by Charles on December 02, 2022

• Booz Allen Hamilton Holding Corporation (BAH)
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• Palantir Technologies Inc. (PLTR)
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Q: Would you please suggest a good proxy for PLTR, medium risk for a 3 year hold
thanks
Fernando

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Read Answer Asked by Fernando on December 02, 2022

• Marvell Technology Inc. (MRVL)
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Q: After today's poor earnings call, is it time to move on from Marvell and perhaps re-visit sometime next year? Or hold on for better times - macro environment. This is held in a taxable account.

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Read Answer Asked by Maureen on December 02, 2022

• Topicus.com Inc. (TOI)
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Q: Hello 5i Team
Was there any news that has contributed to the resent price appreciation in Toi .Do you think it is a good time to add to the position .
Thanks

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Read Answer Asked by claudio on December 02, 2022

• SentinelOne Inc. Class A (S)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: I hold both companies for cybersecurity, both bought at higher valuations. Looking for direction going forward and over the long term. A 1.76% position in CRWD is at a 43% loss while a 0.86% position in S is at a 62% loss. Both are held in a margin account. Is it best to hold, sell or reduce?

Upvote 0

Read Answer Asked by Maureen on December 01, 2022

• Palo Alto Networks Inc. (PANW)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Would you have a proxy for CRWD? Would you buy it back in 30 days or would you recommend another stock with similar upside potential?

Thanks for your service?

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Read Answer Asked by Ozzie on December 01, 2022

• Magnet Forensics Inc. Subordinate voting shares (MAGT)
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Q: Noticed that magnet share volume and price have been increasing significantly in the last 30 days; quarter was ok and future looks promising but perhaps a little ahead of itself; any thoughts?

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Read Answer Asked by don on December 01, 2022

• Apple Inc. (AAPL)
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• Amazon.com Inc. (AMZN)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• Netflix Inc. (NFLX)
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• Evolve FANGMA Index ETF (TECH)
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Q: What is the best ETF to obtain the highest possible exposure to MSFT. GOOG. AMZN. NTFX and what are the respective portfolio percentages for each company held in this ETF? thanks Richard

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Read Answer Asked by richard on December 01, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Hello 5i team,

There was an extremely large volume of transactions for lightspeed today. Do you know if there is anything material that happened or was it simply news of a slow down in interest rate hikes in the states?

Andrew

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Read Answer Asked by Andrew on December 01, 2022

• Intel Corporation (INTC)
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• Advanced Micro Devices Inc. (AMD)
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Q: Which chip company would these four things best describe:

- Huge drop in stock price this year

- Recent cost-cutting moves that will boost cash flow.

- Making good progress on the goal of making chips in the U.S.

- Highest dividend yield in years.

On the chip company AMD specifically, I understand you are high on this stock. Am I reading it correctly that the present PE is around 44? Is this valuation not concerning going forward into this uncertain economic environment (rising interest rates, sudden chip over-supply, etc.) ?

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Read Answer Asked by James on November 30, 2022