Investment Q&A

• Evolve Cyber Security Index Fund (CYBR $53.23)
  • $53.23 P/E (TTM): 35.63X Cap: $158M
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Q: Couple weeks ago I asked about CYBR ETF. You thought I meant Cyberarc Software. Thought the ETF would be doing much better than what it is. Worth hanging onto?

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Read Answer Asked by Steven on May 26, 2023

• NVIDIA Corporation (NVDA $187.67)
  • $187.67 P/E (TTM): 45.49X Cap: $4.49T
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Q: We have a well-diversified portfolio with 40+ securities (11 small/mid caps presently under 1% of portfolio). Is Nvidia a corporation YOU would let run up to 6-7% of your protfolio?

Thanks to your good advice we have many excellent stocks with the only clinkers due to my own buying exuberance or holding securities too long.

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Read Answer Asked by J on May 25, 2023

• Digital Turbine Inc. (APPS $5.27)
  • $5.27 Cap: $579M
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Q: Why are you advising members to do with APPS after the abysmal ER and 40% drop this morning. Anyone holding since better days are down 60 to 90% on the name. Thx

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Read Answer Asked by Adam on May 25, 2023

• Sylogist Ltd. (SYZ $5.50)
  • $5.50 Cap: $127M
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• Descartes Systems Group Inc. (The) (DSG $111.92)
  • $111.92 P/E (TTM): 48.08X Cap: $9.69B
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• Kinaxis Inc. (KXS $149.09)
  • $149.09 P/E (TTM): 88.59X Cap: $4.18B
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• Topicus.com Inc. (TOI $111.20)
  • $111.20 P/E (TTM): 952.35X Cap: $9.64B
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• Lumine Group Inc. (LMN $24.59)
  • $24.59 P/E (TTM): 90.78X Cap: $6.31B
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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

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Read Answer Asked on May 25, 2023

• NVIDIA Corporation (NVDA $187.67)
  • $187.67 P/E (TTM): 45.49X Cap: $4.49T
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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

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Read Answer Asked by rajeev on May 25, 2023

• Cisco Systems Inc. (CSCO $74.59)
  • $74.59 P/E (TTM): 28.45X Cap: $293.68B
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Q: What is i5R thoughts on CSCO most recent quarter & your buy, hold or sell recommendation. Thanks … Cal

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Read Answer Asked by cal on May 24, 2023

• Intuit Inc. (INTU $563.97)
  • $563.97 P/E (TTM): 36.05X Cap: $152.47B
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Q: your thoughts on INTU recent results

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Read Answer Asked by Nick on May 24, 2023

• NVIDIA Corporation (NVDA $187.67)
  • $187.67 P/E (TTM): 45.49X Cap: $4.49T
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• Rockwell Automation Inc. (ROK $417.84)
  • $417.84 P/E (TTM): 54.87X Cap: $47.75B
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• ATS Corporation (ATS $40.69)
  • $40.69 Cap: $3.96B
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• Zebra Technologies Corporation (ZBRA $240.54)
  • $240.54 P/E (TTM): 24.49X Cap: $12.30B
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• PTC Inc. (PTC $162.14)
  • $162.14 P/E (TTM): 26.53X Cap: $19.26B
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• ABB Ltd. (ABBNY $76.44)
  • $76.44 P/E (TTM): 37.78X Cap: $138.41B
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• UiPath Inc. Class A (PATH $14.80)
  • $14.80 P/E (TTM): 33.81X Cap: $7.91B
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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

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Read Answer Asked by Terry on May 24, 2023

• Alphabet Inc. (GOOG $328.43)
  • $328.43 P/E (TTM): 32.42X Cap: $3.98T
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• Atrium Mortgage Investment Corporation (AI $11.66)
  • $11.66 P/E (TTM): 11.22X Cap: $557M
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• GLOBAL X FDS (BOTZ $37.77)
  • $37.77 P/E (TTM): 61.6X Cap: $3.37B
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• Super Micro Computer Inc. (SMCI $31.70)
  • $31.70 P/E (TTM): 25.39X Cap: $19.37B
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• Perion Network Ltd (PERI $9.16)
  • $9.16 Cap: $418M
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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?

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Read Answer Asked by Nizar on May 23, 2023

• Veeva Systems Inc. Class A (VEEV $222.00)
  • $222.00 P/E (TTM): 42.83X Cap: $37.03B
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• Roku Inc. (ROKU $106.23)
  • $106.23 Cap: $15.84B
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Q: Could you please comment on VEEV and ROKU, should I be concerned about holding on to these?

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Read Answer Asked by Cheryl on May 23, 2023

• Meta Platforms Inc. (META $658.76)
  • $658.76 P/E (TTM): 27.15X Cap: $1.63T
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• GLOBAL X FDS (AIQ $52.51)
  • $52.51 P/E (TTM): 23.66X Cap: $7.84B
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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.

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Read Answer Asked by K on May 23, 2023

• Apple Inc. (AAPL $248.04)
  • $248.04 P/E (TTM): 33.2X Cap: $3.65T
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• Amazon.com Inc. (AMZN $239.16)
  • $239.16 P/E (TTM): 32.67X Cap: $2.50T
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• Microsoft Corporation (MSFT $465.95)
  • $465.95 P/E (TTM): 31.59X Cap: $3.35T
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• NVIDIA Corporation (NVDA $187.67)
  • $187.67 P/E (TTM): 45.49X Cap: $4.49T
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.76)
  • $15.76 Cap: $2.13B
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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.

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Read Answer Asked by cliff on May 23, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $189.04)
  • $189.04 P/E (TTM): 102.75X Cap: $246.84B
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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 $33.21)
  • $33.21 Cap: $381M
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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

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Read Answer Asked by Jonathan on May 20, 2023

• Absolute Software Corporation (ABST $15.20)
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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

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Read Answer Asked by Stuart on May 19, 2023

• HubSpot Inc. (HUBS $322.78)
  • $322.78 Cap: $16.73B
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• Datadog Inc. (DDOG $130.13)
  • $130.13 P/E (TTM): 393.18X Cap: $46.02B
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• Palantir Technologies Inc. (PLTR $169.60)
  • $169.60 P/E (TTM): 393.64X Cap: $395.41B
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• Snowflake Inc. (SNOW $209.69)
  • $209.69 Cap: $72.24B
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Q: Which of the above appeals the most for a five year high-risk AI play?

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Read Answer Asked by Michael on May 19, 2023

• Salesforce Inc. (CRM $228.05)
  • $228.05 P/E (TTM): 29.58X Cap: $213.72B
  • View CRM Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $189.04)
  • $189.04 P/E (TTM): 102.75X Cap: $246.84B
  • View SHOP Profile
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• Workday Inc. (WDAY $189.26)
  • $189.26 P/E (TTM): 77.39X Cap: $49.49B
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• ServiceNow Inc. (NOW $133.11)
  • $133.11 P/E (TTM): 75.62X Cap: $133.49B
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• The Trade Desk Inc. (TTD $36.55)
  • $36.55 P/E (TTM): 40.61X Cap: $17.80B
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• Topicus.com Inc. (TOI $111.20)
  • $111.20 P/E (TTM): 952.35X Cap: $9.64B
  • View TOI Profile
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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 .

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Read Answer Asked by Thomas on May 19, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.76)
  • $15.76 Cap: $2.13B
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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 $15.99)
  • $15.99 Cap: $4.36B
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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