Investment Q&A

• NVIDIA Corporation (NVDA $190.17)
  • $190.17 P/E (TTM): 53.24X Cap: $4.62T
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• Rockwell Automation Inc. (ROK $377.13)
  • $377.13 P/E (TTM): 49.57X Cap: $42.34B
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• ATS Corporation (ATS $36.23)
  • $36.23 Cap: $3.55B
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• Zebra Technologies Corporation (ZBRA $240.56)
  • $240.56 P/E (TTM): 24.35X Cap: $12.95B
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• PTC Inc. (PTC $179.61)
  • $179.61 P/E (TTM): 41.08X Cap: $21.34B
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• ABB Ltd. (ABBNY $70.74)
  • $70.74 P/E (TTM): 35.06X Cap: $130.02B
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• UiPath Inc. Class A (PATH $14.03)
  • $14.03 P/E (TTM): 469.67X Cap: $7.45B
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Q: Good morning,

what would be your top picks with respect to the following:
1) robotics
2) robotics software
3) implementation consulting for automated manufacturing lines

Regards,

Terry

Upvote 0

Read Answer Asked by Terry on May 24, 2023

• Alphabet Inc. (GOOG $276.98)
  • $276.98 P/E (TTM): 27.55X Cap: $3.33T
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• Atrium Mortgage Investment Corporation (AI $11.11)
  • $11.11 P/E (TTM): 10.71X Cap: $529M
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• GLOBAL X FDS (BOTZ $35.15)
  • $35.15 P/E (TTM): 65.81X Cap: $3.04B
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• Super Micro Computer Inc. (SMCI $36.42)
  • $36.42 P/E (TTM): 27.63X Cap: $21.74B
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• Perion Network Ltd (PERI $10.10)
  • $10.10 Cap: $457M
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• iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
  • P/E (TTM): 35.8X Cap: $661M
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Q: I am interested in Ai which stock or ETF should I start with?

Upvote 0

Read Answer Asked by Nizar on May 23, 2023

• Veeva Systems Inc. Class A (VEEV $293.36)
  • $293.36 P/E (TTM): 60.02X Cap: $48.08B
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• Roku Inc. (ROKU $99.77)
  • $99.77 Cap: $14.74B
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Q: Could you please comment on VEEV and ROKU, should I be concerned about holding on to these?

Upvote 0

Read Answer Asked by Cheryl on May 23, 2023

• Meta Platforms Inc. (META $609.46)
  • $609.46 P/E (TTM): 27.01X Cap: $1.53T
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• GLOBAL X FDS (AIQ $50.15)
  • $50.15 P/E (TTM): 27.91X Cap: $6.92B
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Q: Please give your assessment of this ETF - AIQ. It appears to hold stocks that have been driving the S&P500 higher this year so do you see any more upside? How much growth do you see for AI in the short and long term? For a growth theme would you put new money into this for 2-5 years? Thanks in advance and please deduct credits as you see fit.

Upvote 0

Read Answer Asked by K on May 23, 2023

• Apple Inc. (AAPL $272.41)
  • $272.41 P/E (TTM): 36.49X Cap: $4.02T
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• Amazon.com Inc. (AMZN $234.69)
  • $234.69 P/E (TTM): 33.56X Cap: $2.50T
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• Microsoft Corporation (MSFT $510.18)
  • $510.18 P/E (TTM): 35.8X Cap: $3.79T
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• NVIDIA Corporation (NVDA $190.17)
  • $190.17 P/E (TTM): 53.24X Cap: $4.62T
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.97)
  • $16.97 Cap: $2.33B
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Q: Everyone, I will be selling LSPD and need to buy another tech stock as a replacement. My present technology stocks are: AAPL, AMZN, CSU, MSFT, NVDA and SHOP. I have held those names for between 5 and 10 years. Do I add to the existing group above? Another name? I am NOT in favour of FB (can’t stand the CEO or the business). My preference is to add to SHOP because I am underweight that stock. Clayton

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Read Answer Asked by Clayton on May 23, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: are they a pretty decent company or just an ok buisness in a small country that if it was i n the states would not be your radar . thanks for your time.

Upvote 0

Read Answer Asked by cliff on May 23, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $204.92)
  • $204.92 P/E (TTM): 82.52X Cap: $266.65B
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Q: After its recent pop, Shop has been sitting in a range. Just consolidating before continuing on an upward trend? Or will it stay flat for the foreseeable future?
thanks

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Read Answer Asked by Leonard on May 22, 2023

• Tucows Inc. (TC $28.88)
  • $28.88 Cap: $325M
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Q: Hi 5i Team,

What’s your current thoughts on Tucows? It seems to be picking up steam. Would you recommend it as a buy and how would you rank it compared to a Descartes, Kinaxis, Topicus and Lumine?

Thanks as always,
Jon

Upvote 0

Read Answer Asked by Jonathan on May 20, 2023

• Absolute Software Corporation (ABST $15.20)
  • $15.20 Cap: $807M
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Q: Hi guys

Any of your thoughts on the Edenbrook Capital, LLC would be appreciated. As the biggest shareholder of Absolute they seem to saying management is giving the company away at the agreed takeover price.

Does this make a higher offer likely? Or a vote against the takeover.

Thanks Stuart

Upvote 0

Read Answer Asked by Stuart on May 19, 2023

• HubSpot Inc. (HUBS $396.36)
  • $396.36 Cap: $20.76B
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• Datadog Inc. (DDOG $185.01)
  • $185.01 P/E (TTM): 592.26X Cap: $64.87B
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• Palantir Technologies Inc. (PLTR $174.01)
  • $174.01 P/E (TTM): 573.8X Cap: $414.74B
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• Snowflake Inc. (SNOW $257.02)
  • $257.02 Cap: $87.07B
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Q: Which of the above appeals the most for a five year high-risk AI play?

Upvote 0

Read Answer Asked by Michael on May 19, 2023

• Salesforce Inc. (CRM $243.66)
  • $243.66 P/E (TTM): 34.95X Cap: $231.96B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $204.92)
  • $204.92 P/E (TTM): 82.52X Cap: $266.65B
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• Workday Inc. (WDAY $230.82)
  • $230.82 P/E (TTM): 103.95X Cap: $61.62B
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• ServiceNow Inc. (NOW $850.43)
  • $850.43 P/E (TTM): 102.62X Cap: $176.88B
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• The Trade Desk Inc. (TTD $41.93)
  • $41.93 P/E (TTM): 49.28X Cap: $20.27B
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• Topicus.com Inc. (TOI $128.90)
  • $128.90 P/E (TTM): 1083.28X Cap: $10.76B
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Q: These digital solution providers seem to be pioneering Ai partnerships .
Which would be the ones to invest in and the ones to avoid ?
Thankyou .

Upvote 0

Read Answer Asked by Thomas on May 19, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.97)
  • $16.97 Cap: $2.33B
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Q: Would you average down on Lightspeed at this level? Your comments are appreciated. Many thanks

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Read Answer Asked by Stella on May 19, 2023

• StoneCo Ltd. (STNE $16.77)
  • $16.77 Cap: $4.55B
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Q: Hi,

Your analysis of Stone's latest results ?

Thanks

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Read Answer Asked by Guy on May 19, 2023

• NVIDIA Corporation (NVDA $190.17)
  • $190.17 P/E (TTM): 53.24X Cap: $4.62T
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Q: Is it too late to get into NVDA? There is talk about AI being a new indusrtial revolution and NVDA is the significant chip player. That being said, the stock has already had a significant run upwards. Am analyst today suggests that NVDA could rise five fold in the next ten year. Is this one to buy, even with a higher stock price than preferred?

Upvote 0

Read Answer Asked by Gerry on May 19, 2023

• NVIDIA Corporation (NVDA $190.17)
  • $190.17 P/E (TTM): 53.24X Cap: $4.62T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $204.92)
  • $204.92 P/E (TTM): 82.52X Cap: $266.65B
  • View SHOP Profile
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Q: Which of these two stocks would be a safer investment over a three year period, disregarding anything else, thanks

Upvote 0

Read Answer Asked by Pat on May 19, 2023

• NVIDIA Corporation (NVDA $190.17)
  • $190.17 P/E (TTM): 53.24X Cap: $4.62T
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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.

Upvote 0

Read Answer Asked by Maureen on May 19, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $204.92)
  • $204.92 P/E (TTM): 82.52X Cap: $266.65B
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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 $3.13)
  • $3.13 Cap: $210M
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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

Upvote 0

Read Answer Asked by Jonathan on May 18, 2023

• Enghouse Systems Limited (ENGH $19.99)
  • $19.99 P/E (TTM): 15.37X Cap: $1.10B
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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 $16.97)
  • $16.97 Cap: $2.33B
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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