Investment Q&A

• Constellation Software Inc. (CSU $2,434.02)
  • $2,434.02 P/E (TTM): 56.8X Cap: $52.49B
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• Topicus.com Inc. (TOI $94.72)
  • $94.72 P/E (TTM): 833.17X Cap: $7.88B
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• Lumine Group Inc. (LMN $20.00)
  • $20.00 P/E (TTM): 77.81X Cap: $5.13B
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Q: Hi 5i,
Mother or kids?, If you have to pick one for all the good reasons, which one would it be ?
thanks

Upvote 43

Read Answer Asked by Fernando on November 09, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
  • $153.06 P/E (TTM): 84.06X Cap: $198.32B
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• Galaxy Digital Inc. Class A common stock (GLXY $26.98)
  • $26.98 Cap: $8.99B
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Q: Hi Everyone!!

I have made some profit with Shop and was thinking of skimming a little off and buying some Galaxy. I know...we are comparing apples to oranges. Do you think that Galaxy has some good growth potential ahead of it to make this move worthwhile?

Cheers and Thanks,

Tamara

Upvote 8

Read Answer Asked by Tamara on November 08, 2023

• Shift4 Payments Inc. Class A (FOUR $59.28)
  • $59.28 P/E (TTM): 27.33X Cap: $5.14B
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• Toast Inc. Class A (TOST $27.73)
  • $27.73 P/E (TTM): 66.32X Cap: $16.30B
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• Fiserv Inc. (FISV)
  • P/E (TTM): 9.86X
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Q: Hi,
Is it time to get out. What do you make out of today’s report. ? I am 35% down. Buy, sell, hold.
Thanks. Alnoor

Upvote 4

Read Answer Asked by Alnoor on November 08, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Nuvei Corporation (NVEI)
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Q: The results for Nuvei look like they have been well received. Does it look like short covering or the start of an upward trend?
May I have your comments on the results? Would you consider adding to a (losing) position in a TFSA? Or selling on this bump?
Thank you, JaneN

Upvote 14

Read Answer Asked by JANE on November 08, 2023

• Cisco Systems Inc. (CSCO $84.82)
  • $84.82 P/E (TTM): 31.34X Cap: $325.41B
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• QUALCOMM Incorporated (QCOM $137.34)
  • $137.34 P/E (TTM): 29.72X Cap: $146.54B
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Q: Hi 5i
I'm currently overweight Tech (according to PA) but not overly concerned about it. In order to free up some cash which of QCOM and CSCO would you reduce first/eliminate completely ? The purpose being to have ready funds for bulking up smaller positions in other sectors before year end (maybe).
Do nothing is always an option as well as each have their merits.
Thanks

Upvote 4

Read Answer Asked by mike on November 08, 2023

• Hamilton Technology YIELD MAXIMIZER TM ETF (QMAX $19.92)
  • $19.92 P/E (TTM): 30.14X Cap: $680M
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Q: Good day, 5i. I am looking for your opinion of Hamilton Technology
Yield Maximizer ETF. Thank you.

Upvote 15

Read Answer Asked by Donna on November 07, 2023

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: Hi team...anything positive in Q3 results for Telus Int'l, tixt/t....still hold a position...know 5i moved on....Buy/Hold/Sell....thanks, jb

Upvote 10

Read Answer Asked by John on November 07, 2023

• Microsoft Corporation (MSFT $401.14)
  • $401.14 P/E (TTM): 29.46X Cap: $2.97T
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Q: May I please get your thoughts on MSFT and in particular their new AI product Copilot that recently launched. Have you used it? Are there any analyst options/estimates for how much it may add to the top-line over the coming year or two? Thanks.

Upvote 33

Read Answer Asked by Marco on November 07, 2023

• Microsoft Corporation (MSFT $401.14)
  • $401.14 P/E (TTM): 29.46X Cap: $2.97T
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• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 43.22X Cap: $4.17T
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• Atlassian Corporation (TEAM $94.72)
  • $94.72 Cap: $25.90B
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Q: TEAM has a lot of people selling. I am still hanging on to it, but due to the amount of people selling, I think most people sell and buy a stock with more up side i.e. Alphabet, NVDA, MSFT, etc. which in the long run will probably be a better move than waiting for TEAM to bottom out and recover. What is your take on this? Thanks again.

Upvote 7

Read Answer Asked by Dennis on November 06, 2023

• Palantir Technologies Inc. (PLTR $135.90)
  • $135.90 P/E (TTM): 309.55X Cap: $323.90B
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Q: Thoughts on the quarter and outlook? seems to be trending in the right direction. Can this be one you hold for the next decade and be rewarded nicely?

Upvote 8

Read Answer Asked by Sal on November 06, 2023

• Descartes Systems Group Inc. (The) (DSG $91.25)
  • $91.25 P/E (TTM): 38.9X Cap: $7.84B
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Q: I own a full position in CSU and half positions in KXS and TOI. I have noticed that you like DSG and that you listed it as one of several companies with a large moat. Would you consider it to differ enough from CSU, KXS, and TOI to be added to my portfolio? Thank you.

Upvote 14

Read Answer Asked by Dennis on November 06, 2023

• Paycom Software Inc. (PAYC $130.97)
  • $130.97 P/E (TTM): 16.11X Cap: $7.40B
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Q: Stock tanked on recent results...I saw something about one of their products cannibalizing the other. I'm really curious on your thoughts on this one and is it a buying opportunity? The company seems well run and managed and has been a half-decent performer. Can they shake this and turn it around?

Upvote 2

Read Answer Asked by Cameron on November 03, 2023

• Topicus.com Inc. (TOI $94.72)
  • $94.72 P/E (TTM): 833.17X Cap: $7.88B
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• Lumine Group Inc. (LMN $20.00)
  • $20.00 P/E (TTM): 77.81X Cap: $5.13B
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Q: I know you have done this before, but with reference to recent results for both companies, could you compare and rank these two companies. TOI gets a higher grade A- on your most recent report, and LMN gets a B+. As I read through the responses to questions, it seems that LMN is preferred, but I thought TOI's results were better than LMNs. But I must confess I do not understand some of the "preferred" charges. It appears that LMN suffered a huge loss. I realize that both are long term investments, but I'm just trying to get a sense of portfolio allotments. Thank you for fantastic service, as always.

Upvote 5

Read Answer Asked by Gordon on November 03, 2023

• Lumine Group Inc. (LMN $20.00)
  • $20.00 P/E (TTM): 77.81X Cap: $5.13B
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Q: Hi, Could you please comment on the quarterly results out Today. Do these numbers and commentary provide any further support to 5i thesis on this name ? Thank You

Upvote 6

Read Answer Asked by rajeev on November 03, 2023

• Danaher Corporation (DHR $216.61)
  • $216.61 P/E (TTM): 45.17X Cap: $152.39B
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• Prologis Inc. (PLD $136.95)
  • $136.95 P/E (TTM): 39.2X Cap: $126.45B
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• Stryker Corporation (SYK $358.29)
  • $358.29 P/E (TTM): 47.39X Cap: $138.59B
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• Zoetis Inc. Class A (ZTS $127.42)
  • $127.42 P/E (TTM): 21.33X Cap: $56.15B
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• BCE Inc. (BCE $34.25)
  • $34.25 P/E (TTM): 5.4X Cap: $32.66B
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• TELUS Corporation (T $19.32)
  • $19.32 P/E (TTM): 25.32X Cap: $30.27B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.19)
  • $38.19 P/E (TTM): 101.08X Cap: $6B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Tesla Inc. (TSLA $411.11)
  • $411.11 P/E (TTM): 270.67X Cap: $1.54T
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• Dream Industrial Real Estate Investment Trust (DIR.UN $13.35)
  • $13.35 P/E (TTM): 30.93X Cap: $3.91B
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• Roku Inc. (ROKU $85.85)
  • $85.85 Cap: $12.68B
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• Coinbase Global Inc (COIN $165.12)
  • $165.12 P/E (TTM): 14.61X Cap: $44.52B
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• UiPath Inc. Class A (PATH $12.89)
  • $12.89 P/E (TTM): 29.36X Cap: $6.89B
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Q: What would be your best contrarian pick today in both us and canadian markets

Upvote 2

Read Answer Asked by Todd on November 03, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.65)
  • $12.65 Cap: $1.72B
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Q: As a longterm underwater holder could you please evaluate the quarter. Is this enough positive momentum to begin to undo the mistakes of the past? Is this a positive enough quarter to suggest they are turning the corner due to recent structural changes involving the move to in-house payment processing? Does this give you new hope for the company going forward?

Upvote 3

Read Answer Asked by Warren on November 03, 2023

• Fortinet Inc. (FTNT $82.76)
  • $82.76 P/E (TTM): 33.38X Cap: $58.69B
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• Palo Alto Networks Inc. (PANW $159.32)
  • $159.32 P/E (TTM): 105.52X Cap: $107.87B
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• Check Point Software Technologies Ltd. (CHKP $180.91)
  • $180.91 Cap: $19.60B
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Q: Your thoughts on FTNT in relation to other cyber security stocks, following its latest quarter would be appreciated.

Leo

Upvote 2

Read Answer Asked by Leo on November 03, 2023

• Atlassian Corporation (TEAM $94.72)
  • $94.72 Cap: $25.90B
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• ServiceNow Inc. (NOW $100.74)
  • $100.74 P/E (TTM): 16.31X Cap: $107.35B
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Q: Your comments on earnings? Is TEAM still a buy, sell or hold? It is getting hit after hours. Thanks.

Upvote 0

Read Answer Asked by William on November 03, 2023

• SolarEdge Technologies Inc. (SEDG $35.92)
  • $35.92 Cap: $2.14B
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Q: How do you feel about SEDG today? Hold/sell/buy? I thought that solar was a big part of our future. What happened to SolarEdge Technologies?

Upvote 0

Read Answer Asked by Steve on November 02, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
  • $153.06 P/E (TTM): 84.06X Cap: $198.32B
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Q: Could I have your opinion on Shopify results? They appear excellent

Upvote 2

Read Answer Asked by jacques on November 02, 2023