Investment Q&A

Q: I'm interested in getting into the cyber security sector, My research indicates PANW is the company I should consider. Please share your thoughts on the company and if you think it is currently a good time to buy.

Q: Can you compare the valuations of Lumine and Topicus please? Thanks

Q: Everyone, MSFT recently hired Sam Altman. What can one person do for a company? Clayton

Q: Is LSPD recent results (Nov 2nd) represent a significant improvement or you would still stay on the side line before adding or starting new position? How would you compare NUVEI and LSPD today?
Thanks for your insight, Peter

Q: can you describe the step by step process used by LMN to acquire a VSM company ? do they give existing management shares of LMN or pay them a combo of cash and stock? does LMN assume debt when adding to the VSM portfolio?. does existing management continue to have a stake in the newly acquired VSM company ? if so what percent? are there non compete clauses? does existing management have a relatively free rein in future corporate decisions? thanks Richard

Q: Everyone, CSU shares, to my knowledge, have never split and as of today the share price is $3185 ish. What would it take for CSU to split their shares? I understand it’s does nothing financially but give you more shares. Clayton

Q: Can you explain FTNT and PANW drop on earnings and mostly how if you think it can impact or not CRWD?

I think they droped because of lowered previsions and i see some insiders selling but no buying.

Q: Hi 5i team
I have 15% Workday in my RRIF in USD. I am thinking of trimming down and adding 3 more USD positions. Can you suggest a few USD companies for Growth over a 3-5 year hold ?
Thanks Linda

Q: CSCO's earnings misstep resulted in a 11% stock price haircut. I am a long-time holder and am contemplating adding to my position. What's your take on the recent statement and whether this is an opportunistic wise move or not.

Q: I have been in and out of CSU a few times times the years (I should not have sold). What are the major risks that could face Constellation? I am looking at a buy and hold for 10 years. Thanks

Q: What makes the management call on LMN different than management calls that didn't work out as we hoped?

Q: I am currently conducting research on Exchange Traded Funds (ETFs) and I am particularly interested in those that include Google (Alphabet Inc.), Microsoft, Apple, and Amazon.

Based on my initial research, I have identified the following ETFs:

1. **Vanguard Mega Cap Growth (MGK)**
2. **iShares Edge MSCI USA Momentum Factor (MTUM)**
3. **BetaShares NASDAQ 100 ETF**
4. **S&P North American Technology Sector Index Fund (IGM)**, **Technology Select Sector SPDR**, **PowerShares QQQ**, and **iShares Dow Jones US Technology (IYW)**
5. **Evolve FANGMA Index ETF, TECH ETF**

I would appreciate if you could provide me with more detailed information if you prefer these ETFs which one 5i would recommend, or for that matter an alternative suggestion if you have another choice.
Thanks in advance
Rick

Q: Which one would you prefer now? Kinaxis or Docebo?

Q: Finally.... 1st Analyst coverage from RBC capital Markets

" Mr. Kwan became the first analyst to initiated coverage of Lumine Group Inc. (LMN-X), giving it a “buy” rating and $28 target, and Topicus.com Inc. (TOI-X) with a “hold” rating and $99 target. "

Any comments on above ratings/reports ?

They seem to support 5i thesis on both companies.

Thank You

Q: Good Morning Peter & team,

Have $6000 to add and do not have enough exposure to chip manufacturing. Was thinking about QCOM but read a few of your comments and don't necessarily like they're dependency on cell phone. NVIDIA has had the big run up along with a few of the other popular names. Is there a late bloomer/less popular name you might recommend for a 3 - 5 year hold if not longer? Growth is the priority.

Thanks for all you do

gm

Q: With the recent report showing that retail sales seem to be slowing, how vulnerable do you feel these companies will be to downward share price pressure - and your best guesstimate as to what degree and for how long?
Many thanks.

Q: can you give me an update on how you think this microcap is doing

Q: What did you think of LTRX's recent quarterly results and guidance?

Q: I'm late to the party with TCS, CTS and SYZ. I don't own any of them and wonder if they still have "legs" or have they had their runs. Looking for other small Canadian Tech you find interesting.

Q: Just wondering why, on a record breaking up day is CSU down?


Sheldon