Investment Q&A

• Sylogist Ltd. (SYZ $5.40)
  • $5.40 Cap: $126M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Descartes Systems Group Inc. (The) (DSG $114.78)
  • $114.78 P/E (TTM): 48.46X Cap: $9.86B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS $174.61)
  • $174.61 P/E (TTM): 102.96X Cap: $4.89B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Topicus.com Inc. (TOI $131.57)
  • $131.57 P/E (TTM): 1065.55X Cap: $10.67B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $31.30)
  • $31.30 P/E (TTM): 117.54X Cap: $8.03B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: I still own SYZ and have a 1.6% weight and would you see this as a buy if I wanted to increase my weight? If I choose to sell what tech stock would you replace this with?
Thanks

Upvote 0

Read Answer Asked on May 25, 2023

• NVIDIA Corporation (NVDA $177.00)
  • $177.00 P/E (TTM): 50.43X Cap: $4.30T
  • View NVDA Profile
  • View Questions on NVDA

Q: Hi, What do you think of NVDA earnings and stock move of 20%, in after hours ? Is it worth starting a new position at these levels or wait for a pullback?

Thank You

Upvote 0

Read Answer Asked by rajeev on May 25, 2023

• Cisco Systems Inc. (CSCO $76.94)
  • $76.94 P/E (TTM): 29.71X Cap: $303.99B
  • View CSCO Profile
  • View Questions on CSCO

Q: What is i5R thoughts on CSCO most recent quarter & your buy, hold or sell recommendation. Thanks … Cal

Upvote 0

Read Answer Asked by cal on May 24, 2023

• Intuit Inc. (INTU $634.08)
  • $634.08 P/E (TTM): 43.55X Cap: $176.52B
  • View INTU Profile
  • View Questions on INTU

Q: your thoughts on INTU recent results

Upvote 0

Read Answer Asked by Nick on May 24, 2023

• NVIDIA Corporation (NVDA $177.00)
  • $177.00 P/E (TTM): 50.43X Cap: $4.30T
  • View NVDA Profile
  • View Questions on NVDA
• Rockwell Automation Inc. (ROK $395.86)
  • $395.86 P/E (TTM): 51.68X Cap: $44.44B
  • View ROK Profile
  • View Questions on ROK
• ATS Corporation (ATS $35.93)
  • $35.93 Cap: $3.52B
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS
• Zebra Technologies Corporation (ZBRA $252.75)
  • $252.75 P/E (TTM): 25.48X Cap: $12.69B
  • View ZBRA Profile
  • View Questions on ZBRA
• PTC Inc. (PTC $175.43)
  • $175.43 P/E (TTM): 41.28X Cap: $20.71B
  • View PTC Profile
  • View Questions on PTC
• ABB Ltd. (ABBNY $71.76)
  • $71.76 P/E (TTM): 35.7X Cap: $131.90B
  • View ABBNY Profile
  • View Questions on ABBNY
• UiPath Inc. Class A (PATH $13.86)
  • $13.86 P/E (TTM): 462.0X Cap: $7.35B
  • View PATH Profile
  • View Questions on PATH

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 $320.12)
  • $320.12 P/E (TTM): 31.6X Cap: $3.86T
  • View GOOG Profile
  • View Questions on GOOG
• Atrium Mortgage Investment Corporation (AI $11.41)
  • $11.41 P/E (TTM): 11.0X Cap: $543M
  • View AI Profile
  • View Questions on AI
• GLOBAL X FDS (BOTZ $35.17)
  • $35.17 P/E (TTM): 60.55X Cap: $3B
  • View BOTZ Profile
  • View Questions on BOTZ
• Super Micro Computer Inc. (SMCI $33.85)
  • $33.85 P/E (TTM): 26.65X Cap: $20.20B
  • View SMCI Profile
  • View Questions on SMCI
• Perion Network Ltd (PERI $10.22)
  • $10.22 Cap: $447M
  • View PERI Profile
  • View Questions on PERI
• iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
  • P/E (TTM): 35.8X Cap: $661M
  • View IRBO Profile
  • View Questions on IRBO

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 $240.29)
  • $240.29 P/E (TTM): 46.84X Cap: $39.49B
  • View VEEV Profile
  • View Questions on VEEV
• Roku Inc. (ROKU $96.79)
  • $96.79 Cap: $14.30B
  • View ROKU Profile
  • View Questions on ROKU

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 $647.95)
  • $647.95 P/E (TTM): 28.7X Cap: $1.63T
  • View META Profile
  • View Questions on META
• GLOBAL X FDS (AIQ $50.14)
  • $50.14 P/E (TTM): 27.91X Cap: $7.01B
  • View AIQ Profile
  • View Questions on AIQ

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 $278.85)
  • $278.85 P/E (TTM): 37.28X Cap: $4.12T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $233.22)
  • $233.22 P/E (TTM): 32.94X Cap: $2.49T
  • View AMZN Profile
  • View Questions on AMZN
• Microsoft Corporation (MSFT $492.01)
  • $492.01 P/E (TTM): 34.99X Cap: $3.65T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $177.00)
  • $177.00 P/E (TTM): 50.43X Cap: $4.30T
  • View NVDA Profile
  • View Questions on NVDA
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.71)
  • $15.71 Cap: $2.13B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

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

Upvote 0

Read Answer Asked by Clayton on May 23, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS

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 $223.22)
  • $223.22 P/E (TTM): 89.47X Cap: $290.47B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

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

Upvote 0

Read Answer Asked by Leonard on May 22, 2023

• Tucows Inc. (TC $30.50)
  • $30.50 Cap: $336M
  • View TC Profile
  • View Questions on TC

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
  • View ABST Profile
  • View Questions on ABST
  • View Reports on ABST

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 $367.32)
  • $367.32 Cap: $19.24B
  • View HUBS Profile
  • View Questions on HUBS
• Datadog Inc. (DDOG $160.01)
  • $160.01 P/E (TTM): 509.59X Cap: $56.11B
  • View DDOG Profile
  • View Questions on DDOG
• Palantir Technologies Inc. (PLTR $168.45)
  • $168.45 P/E (TTM): 561.5X Cap: $401.48B
  • View PLTR Profile
  • View Questions on PLTR
• Snowflake Inc. (SNOW $251.24)
  • $251.24 Cap: $85.12B
  • View SNOW Profile
  • View Questions on SNOW

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 $230.54)
  • $230.54 P/E (TTM): 33.51X Cap: $219.47B
  • View CRM Profile
  • View Questions on CRM
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.22)
  • $223.22 P/E (TTM): 89.47X Cap: $290.47B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Workday Inc. (WDAY $215.62)
  • $215.62 P/E (TTM): 90.98X Cap: $56.70B
  • View WDAY Profile
  • View Questions on WDAY
• ServiceNow Inc. (NOW $812.41)
  • $812.41 P/E (TTM): 98.12X Cap: $168.98B
  • View NOW Profile
  • View Questions on NOW
• The Trade Desk Inc. (TTD $39.56)
  • $39.56 P/E (TTM): 45.47X Cap: $19.13B
  • View TTD Profile
  • View Questions on TTD
• Topicus.com Inc. (TOI $131.57)
  • $131.57 P/E (TTM): 1065.55X Cap: $10.67B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

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 $15.71)
  • $15.71 Cap: $2.13B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Would you average down on Lightspeed at this level? Your comments are appreciated. Many thanks

Upvote 0

Read Answer Asked by Stella on May 19, 2023

• StoneCo Ltd. (STNE $16.85)
  • $16.85 Cap: $4.57B
  • View STNE Profile
  • View Questions on STNE

Q: Hi,

Your analysis of Stone's latest results ?

Thanks

Upvote 0

Read Answer Asked by Guy on May 19, 2023

• NVIDIA Corporation (NVDA $177.00)
  • $177.00 P/E (TTM): 50.43X Cap: $4.30T
  • View NVDA Profile
  • View Questions on NVDA

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 $177.00)
  • $177.00 P/E (TTM): 50.43X Cap: $4.30T
  • View NVDA Profile
  • View Questions on NVDA
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.22)
  • $223.22 P/E (TTM): 89.47X Cap: $290.47B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

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 $177.00)
  • $177.00 P/E (TTM): 50.43X Cap: $4.30T
  • View NVDA Profile
  • View Questions on NVDA

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