Investment Q&A

• NVIDIA Corporation (NVDA $193.16)
  • $193.16 P/E (TTM): 56.71X Cap: $4.69T
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Q: NVDA shares have been increasing in value recently by leaps and bounds. I am happy to be up >100%. (A shout out here to 5i's excellent advice regarding this stock.) What is causing this meteoric rise...and, more importantly, is it sustainable? Wondering here if I should let this winner run (it's 6% of my total portfolio now)...or start to divest.

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Read Answer Asked by Maureen on May 19, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $222.71)
  • $222.71 P/E (TTM): 89.27X Cap: $289.80B
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Q: Would you consider this a reasonable point at which to pick up some extra shares of Shopify to bring down average cost ?
Thank you

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Read Answer Asked by Alexandra on May 18, 2023

• Dye & Durham Limited (DND $4.72)
  • $4.72 Cap: $317M
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Q: Hi,

What’s your take on Dye and Durham these days? It seems to continue to be out of favor with the market. Do you still see this company as a hold or is it better to move on from it? What would you prefer between DND and Lumine?

Thanks as always,
Jon

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Read Answer Asked by Jonathan on May 18, 2023

• Enghouse Systems Limited (ENGH $20.95)
  • $20.95 P/E (TTM): 15.45X Cap: $1.15B
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Q: Hello 5i Team,
What are your thoughts on ENGH's acquisition today? I've been a frustrated shareholder the last 2 years.
Thank you,
Brent

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Read Answer Asked by Brent on May 18, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $18.40)
  • $18.40 Cap: $2.53B
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Q: What’s the thoughts on the quarter?

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Read Answer Asked by sean on May 18, 2023

• Sea Limited American Depositary Shares each representing one Class A (SE $142.31)
  • $142.31 P/E (TTM): 209.53X Cap: $84.25B
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Q: Hi, Can I get your take on Sea Limited’s recent earnings? I thought they looked pretty good but this morning’s market reaction, not positive.

I’m at a loss on this one in a registered account but I still like the long story. Am I wrong? Would you hold, sell or add at this level? I understand it’s a personal decision…

Thanks,

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Read Answer Asked by Doris on May 18, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: I really can't understand CTS's stock price.
They beat earnings with .12 with estimates at .086. EPS which you have mentioned is 9X is supposed to rise 60% in the next 2 years.

Why is this tech stock at lows and not trading like its fundamentals?

Thanks

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Read Answer Asked by Herm on May 18, 2023

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $121.46)
  • $121.46 P/E (TTM): 16.35X Cap: $26.61B
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• CDW Corporation (CDW $142.67)
  • $142.67 P/E (TTM): 18.09X Cap: $18.57B
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• Softchoice Corporation (SFTC $24.49)
  • $24.49 P/E (TTM): 25.32X Cap: $1.47B
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Q: Please provide your analysis of its quarterly results released this morning. Is it attractive at this price or are there better alternatives in its sub-sector?
Thanks, Tim.

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Read Answer Asked by tim on May 17, 2023

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Hello 5I
I would like your opinion on SQ, if it’s worth while hanging in or just move on. I’m in the red and wonder if I can put the money to better use.
Thanks
Maurice

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Read Answer Asked by Maurice on May 17, 2023

• Intuit Inc. (INTU $654.32)
  • $654.32 P/E (TTM): 47.79X Cap: $182.42B
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Q: Your thoughts on buying Intuit and is it a good time to buy at this price

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Read Answer Asked by Nick on May 17, 2023

• Lumine Group Inc. (LMN $27.39)
  • $27.39 P/E (TTM): 102.52X Cap: $7B
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Q: Hi, Could you please comment on Lumine earnings. Does it support the investment thesis and current valuation ? Thank You

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Read Answer Asked by rajeev on May 17, 2023

• Sangoma Technologies Corporation (STC $7.32)
  • $7.32 Cap: $242M
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Q: How do you view Sangoma's most recent quarterly results?

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Read Answer Asked by Charles on May 17, 2023

• Constellation Software Inc. (CSU $3,257.27)
  • $3,257.27 P/E (TTM): 80.56X Cap: $69.02B
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• Topicus.com Inc. (TOI $128.00)
  • $128.00 P/E (TTM): 1051.31X Cap: $10.81B
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• Lumine Group Inc. (LMN $27.39)
  • $27.39 P/E (TTM): 102.52X Cap: $7B
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Q: Could you please describe the differences between these three companies and would it be sensible to hold all three?
Thanks
Jeff

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Read Answer Asked by JEFF on May 17, 2023

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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• Lumine Group Inc. (LMN $27.39)
  • $27.39 P/E (TTM): 102.52X Cap: $7B
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Q: What would be your preference in LMN vs TIXT today? Thank you!

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Read Answer Asked by Andrew on May 17, 2023

• Constellation Software Inc. (CSU $3,257.27)
  • $3,257.27 P/E (TTM): 80.56X Cap: $69.02B
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Q: Hi, Do you like the Constellation earnings and its outlook ? Thank You

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Read Answer Asked by rajeev on May 16, 2023

• Dye & Durham Limited (DND $4.72)
  • $4.72 Cap: $317M
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Q: DND is doing a Dutch auction at not less than $17.00 and it is now trading at $16.10. What??

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Read Answer Asked by Edgar on May 16, 2023

• Lumine Group Inc. (LMN $27.39)
  • $27.39 P/E (TTM): 102.52X Cap: $7B
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Q: Hi Peter, can you comment on the share cap table of Lumine. With CSU and the hedge fund and others - can you elaborate on other big shareholders (and their stake) and can you comment on how tight the float is. Also at the $19 level is it a buy?

Thank you

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Read Answer Asked by Frank on May 16, 2023

• Toast Inc. Class A (TOST $37.72)
  • $37.72 P/E (TTM): 81.23X Cap: $22.17B
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Q: Everyone, appreciate your comments on latest quarter. Clayton

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Read Answer Asked by Clayton on May 15, 2023

• Descartes Systems Group Inc. (The) (DSG $116.40)
  • $116.40 P/E (TTM): 49.04X Cap: $10B
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• Kinaxis Inc. (KXS $174.96)
  • $174.96 P/E (TTM): 147.0X Cap: $4.90B
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Which would you pick between KXS and CTS today? Are there other preferred picks in their league that could be considered?

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Read Answer Asked by Andrew on May 15, 2023

• Unity Software Inc. (U $41.45)
  • $41.45 Cap: $17.73B
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Q: Hi Team,

Can you comment on the latest quarter and your current outlook?

Thanks!

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Read Answer Asked by David on May 15, 2023