Investment Q&A

• PayPal Holdings Inc. (PYPL)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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Q: Hello Peter,
I know both companies operate in difference space, one ecommerce, other more in payment space. However, can you compare the valuations of both as i am having hard time understanding how shopify continues to defy odds where as Nvei just dips daily even though it produced great numbers. Is it being dragged down by PayPal being in same space. I have a 5 percent position in Nvei. Do you think that is too much for this type of company. I am mostly thinking of a 3 to 5 year hold. Thanks very much

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Read Answer Asked by umedali on November 22, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Are there any warrants on LSPD?

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Read Answer Asked by Gregory on November 20, 2021

• Coveo Solutions Inc. Subordinate voting shares (CVO)
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Q: Is CVO ( Coveo) ipo a buy at 0.5 position?

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Read Answer Asked by Very on November 20, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: 1) One of the reasons I bought LSPD was due to a large ownership position by the Caisse De Depot Et Placement Du Quebec. If they dump their position then I will as well. Have they sold during the past six months, including during the recent share price decline?

2) I'm OK with a valuation reset as part of a long term fundamental growth trajectory. The stock is now broken. In your opinion, is the company's business and future prospects broken as well?

Thanks.

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Read Answer Asked by Joel on November 20, 2021

• Apple Inc. (AAPL)
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• Meta Platforms Inc. (META)
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• NVIDIA Corporation (NVDA)
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• Matterport Inc. (MTTR)
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Q: Which 3-4 companies would be best recommended to play the developing metaverse space?
Thanks
Dick

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Read Answer Asked by dick on November 20, 2021

• Coveo Solutions Inc. Subordinate voting shares (CVO)
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Q: coveo is now trading on the TSE. does the company have a technology that give it an edge on competition? who are coveo's major competitors? will the company have a projected profit . in its first year of public trading? who are coveo's major clients? thanks Richard

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Read Answer Asked by richard on November 19, 2021

• Nuvei Corporation (NVEI)
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Q: Am thinking of harvesting the capital loss and re-buying in 30 days. Do you see a big rebound during that time?
Thanks
Peter

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Read Answer Asked by Peter on November 19, 2021

• Evertz Technologies Limited (ET)
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Q: Would you add to this name for a long term hold? I like the dividend but don t need it. I have owned it for many years already. I am debating if I should add or sell and re allocate to existing positions in TOI and DSG.

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Read Answer Asked by Pierre on November 19, 2021

• Absolute Software Corporation (ABST)
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Q: Near a 52 week low,is Absolute buyable for a 3 year hold?

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Read Answer Asked by Maurice on November 19, 2021

• Descartes Systems Group Inc. (The) (DSG)
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• Kinaxis Inc. (KXS)
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Q: Which of the above 2 companies do you think have the best combination of growth and safety over the next two to three years and why. Thank you. Ian

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Read Answer Asked by Ian on November 19, 2021

• Nuvei Corporation Subordinate Voting Shares (NVEI)
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Q: What's the reason for today sudden drop of $12 per share, or about 8.7%? Any news behind that? Thanks.

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Read Answer Asked by Victor on November 19, 2021

• Magnet Forensics Inc. Subordinate voting shares (MAGT)
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Q: Hi Guys

Do you have any thoughts in this company? It has fallen quite sharply from summer high

Thanks

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Read Answer Asked by David on November 18, 2021

• HIVE Digital Technologies Ltd. (HIVE)
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• Hut 8 Corp. (HUT)
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• MARA Holdings Inc. (MARA)
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Q: I was wondering if you could comment on the latest earnings of Hive. To me it looked like it was better than Mara and HUT. Also two new facilities also should be commissioned soon. Should be able to increase their mining?

Your thoughts please.

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Read Answer Asked by Jimmy on November 18, 2021

• NVIDIA Corporation (NVDA)
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Q: Can you please comment on their earnings. Would you add to the position


Thanks for the great service

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Read Answer Asked by Hector on November 18, 2021

• Amazon.com Inc. (AMZN)
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• Alphabet Inc. (GOOG)
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• NVIDIA Corporation (NVDA)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• Docebo Inc. (DCBO)
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• Topicus.com Inc. (TOI)
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Q: Please rate in order of long term potential. Thanks.

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Read Answer Asked by Steven on November 18, 2021

• Riskified Ltd. Class A (RSKD)
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Q: Hello 5i,

I would like your thoughts on this company. After the big drop would you start a position for the long term ?
As always, thank you very much for your insight.

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Read Answer Asked by jean on November 17, 2021

• Roku Inc. (ROKU)
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Q: Hello 5I
Roku has taken a real downturn to-day. I know one brokerage has downgraded it, but is there anymore bad news to have this lose 10%. Its been going down since August, almost at its 52 week low. It this justified???

Thank you

Steve

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Read Answer Asked by Steve on November 17, 2021

• Anaergia Inc. (ANRG)
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Q: can I have your analysis on earnings - sell off a buying opp?

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Read Answer Asked by Scott on November 17, 2021

• Taiga Motors Corporation (TAIG)
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Q: Good morning,

Have you looked at this company recently? My sense is that once Taiga starts to deliver their electric snowmobiles into the recreational market the stock price will begin to lift significantly. I would appreciate your current thoughts on this company.

Thank you, Patrick

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Read Answer Asked by Patrick on November 17, 2021

• Kinaxis Inc. (KXS)
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Q: Any reason for KXS's recent positive run?

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Read Answer Asked by frank on November 17, 2021