Investment Q&A

• Silicon Motion Technology Corporation (SIMO $88.96)
  • $88.96 P/E (TTM): 33.05X Cap: $2.97B
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Q: Did the SIMO deal get approved? Any thoughts on what to do with my position?

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Read Answer Asked by Gregory on July 27, 2023

• Vertiv Holdings LLC Class A (VRT $179.73)
  • $179.73 P/E (TTM): 64.91X Cap: $68.63B
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Q: Could you comment on what has happened with VRT to go from having too much debt to consider in April 2022 to now one of your top picks for US mid cap?

Thanks

Upvote 1

Read Answer Asked by Craig on July 27, 2023

• Microsoft Corporation (MSFT $492.01)
  • $492.01 P/E (TTM): 34.53X Cap: $3.65T
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Q: Hi 5i,

I would like to get back into MSFT, what would be a good entry point? Was looking at selling puts @ $325.

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Read Answer Asked by Dean on July 26, 2023

• Arista Networks Inc. (ANET $130.68)
  • $130.68 P/E (TTM): 48.41X Cap: $164.56B
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Q: any particular reason for the relatively large decline today?

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Read Answer Asked by Mike on July 26, 2023

• Microsoft Corporation (MSFT $492.01)
  • $492.01 P/E (TTM): 34.53X Cap: $3.65T
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Q: Good buying opportunity for the long term?

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Read Answer Asked by Mike on July 26, 2023

• Cogeco Inc. Subordinate Voting Shares (CGO $64.23)
  • $64.23 P/E (TTM): 7.25X Cap: $619M
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Q: CGO: what is going on with this company? Shares been sliding for a while. They do seem to carry a lot of debt. Buy?

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Read Answer Asked by James on July 26, 2023

• HIVE Digital Technologies Ltd. (HIVE $4.71)
  • $4.71 P/E (TTM): 27.83X Cap: $1.11B
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Q: Good afternoon?

What are your thoughts on HIVE? It had a crazy run up and since pulled back a touch. I have a small position and I am prepared to be in it for the long haul. Also are they getting into artificial intelligence? Those latest few press releases confused me a bit.

Thanks Jimmy

Upvote 0

Read Answer Asked by Jimmy on July 26, 2023

Q: Please provide your opinion on Indie Semiconductor Inc (INDI) as an investment.

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Read Answer Asked by John on July 25, 2023

• NVIDIA Corporation (NVDA $177.00)
  • $177.00 P/E (TTM): 51.36X Cap: $4.38T
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• UnitedHealth Group Incorporated (DE) (UNH $329.77)
  • $329.77 P/E (TTM): 17.2X Cap: $298.71B
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• Visa Inc. (V $334.44)
  • $334.44 P/E (TTM): 32.72X Cap: $644.03B
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• Constellation Software Inc. (CSU $3,382.25)
  • $3,382.25 P/E (TTM): 77.71X Cap: $71.67B
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Q: I manage my son's TFSA and have just sold his NVDA shares at a 200% profit. Many thanks for 5i's excellent advice on this purchase! He needs the money next year and I felt - after a good run - it was time to play it safe and cash in. I would now like to reinvest the funds in a less volatile stock - in any sector - that still has reasonable growth prospects over the next year. CSU comes to mind (and I know you're a big fan). MSFT and GOOG already owned. What would be your top three choices for replacing NVDA - Canadian or US? Thank you,

Upvote 0

Read Answer Asked by Maureen on July 25, 2023

• Carvana Co. Class A (CVNA $374.50)
  • $374.50 P/E (TTM): 81.4X Cap: $81.46B
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Q: Hi team,

Is there any change to your opinion on this company after the large moves?

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Read Answer Asked by David on July 25, 2023

• Tesla Inc. (TSLA $430.17)
  • $430.17 P/E (TTM): 284.39X Cap: $1.43T
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• Tencent Holdings Ltd. ADR (TCEHY $79.04)
  • $79.04 P/E (TTM): 29.41X Cap: $736.72B
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• Spotify Technology S.A. (SPOT $598.87)
  • $598.87 Cap: $122.07B
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Q: Tencent Holdings Ltd OTCM: TCEHY

Should I buy this company for the game industry or would you recommend something else?

Thank you.

Upvote 0

Read Answer Asked by Ross on July 24, 2023

• Infosys Limited American Depositary Shares (INFY $17.48)
  • $17.48 P/E (TTM): 22.92X Cap: $72.61B
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Q: Stock was down almost 10% after earning release. Could you please comment on earning and its future for the next 2-3 years. Thanks

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Read Answer Asked by satish on July 24, 2023

• Lumine Group Inc. (LMN $31.30)
  • $31.30 P/E (TTM): 116.11X Cap: $8.03B
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Q: Would you be able to tell me the adjusted cost base of the shares when the dividend from Constellation Software was declared?

Thanks for your great service!!

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Read Answer Asked by Bryan on July 24, 2023

• Kinaxis Inc. (KXS $174.61)
  • $174.61 P/E (TTM): 104.01X Cap: $4.89B
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• Open Text Corporation (OTEX $47.05)
  • $47.05 P/E (TTM): 17.6X Cap: $11.85B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.22)
  • $223.22 P/E (TTM): 89.79X Cap: $291.48B
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• Datametrex AI Limited (DM $0.10)
  • $0.10 P/E (TTM): 4.0X Cap: $3M
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• Docebo Inc. (DCBO $29.32)
  • $29.32 P/E (TTM): 27.84X Cap: $842M
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Q: I was wondering what companies in Canada might be in a position to benefit from the AI technology? Would SHOPIFY be on your list? Thank you.

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Read Answer Asked by Pat on July 24, 2023

• Verses AI Inc (VERS)
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Q: Please comment.Is it buyable? Txs for U usual great services & views

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Read Answer Asked by Peter on July 24, 2023

• Apple Inc. (AAPL $278.85)
  • $278.85 P/E (TTM): 37.11X Cap: $4.12T
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• Alphabet Inc. (GOOG $320.12)
  • $320.12 P/E (TTM): 31.62X Cap: $3.86T
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• Microsoft Corporation (MSFT $492.01)
  • $492.01 P/E (TTM): 34.53X Cap: $3.65T
  • View MSFT Profile
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• Constellation Software Inc. (CSU $3,382.25)
  • $3,382.25 P/E (TTM): 77.71X Cap: $71.67B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Hi Folks,
I currently hold CSU and MSFT in my otherwise conservative RRSP. I am looking at adding either AAPL or GOOG for a little more growth. Can you suggest which one would be better to add today.
Thanks

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Read Answer Asked by JOHN on July 24, 2023

• Adobe Inc. (ADBE $320.13)
  • $320.13 P/E (TTM): 20.37X Cap: $134B
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• Alphabet Inc. (GOOG $320.12)
  • $320.12 P/E (TTM): 31.62X Cap: $3.86T
  • View GOOG Profile
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• Callitas Health Inc. (LILY $0.11)
  • $0.11 Cap: $4M
  • View LILY Profile
  • View Questions on LILY

Q: I'm heavily weighted in the Qs.

Would you see a swap from ADBE or GOOG into LILY a good move?

Thanks

Upvote 0

Read Answer Asked by Mark on July 24, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Why did NVEI go down 10% on July 20th? Is it worth investing in this company now?

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Read Answer Asked by Linda on July 21, 2023

• ASML Holding N.V. (ASML $1,060.00)
  • $1,060.00 P/E (TTM): 46.7X Cap: $416.88B
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Q: Your thoughts on their earnings report please? Not sure why stock is down today.

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Read Answer Asked by Dan on July 21, 2023

• Digital Turbine Inc. (APPS $4.79)
  • $4.79 Cap: $537M
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Q: Any chance of recovery in this name in the next 1-2 years? If not, would you have a better name to recommend in the same space?

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Read Answer Asked by Tony on July 21, 2023