Investment Q&A

• NVIDIA Corporation (NVDA $215.20)
  • $215.20 P/E (TTM): 42.41X Cap: $5.13T
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• Rockwell Automation Inc. (ROK $453.89)
  • $453.89 P/E (TTM): 52.56X Cap: $49.91B
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• ATS Corporation (ATS $48.46)
  • $48.46 P/E (TTM): 273.47X Cap: $4.64B
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• Zebra Technologies Corporation (ZBRA $226.03)
  • $226.03 P/E (TTM): 28.09X Cap: $11.11B
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• PTC Inc. (PTC $146.65)
  • $146.65 P/E (TTM): 20.14X Cap: $16.27B
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• ABB Ltd. (ABBNY $106.50)
  • $106.50 P/E (TTM): 52.73X Cap: $189.48B
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• UiPath Inc. Class A (PATH $10.79)
  • $10.79 P/E (TTM): 20.19X Cap: $5.72B
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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 $397.05)
  • $397.05 P/E (TTM): 36.55X Cap: $4.82T
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• Atrium Mortgage Investment Corporation (AI $11.99)
  • $11.99 P/E (TTM): 12.86X Cap: $586M
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• GLOBAL X FDS (BOTZ $41.45)
  • $41.45 P/E (TTM): 59.82X Cap: $3.64B
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• Super Micro Computer Inc. (SMCI $35.37)
  • $35.37 P/E (TTM): 25.49X Cap: $20.13B
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• Perion Network Ltd (PERI $11.06)
  • $11.06 Cap: $423M
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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 $166.34)
  • $166.34 P/E (TTM): 30.76X Cap: $27.44B
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• Roku Inc. (ROKU $129.53)
  • $129.53 P/E (TTM): 228.54X Cap: $18.69B
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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 $609.63)
  • $609.63 P/E (TTM): 26.09X Cap: $1.56T
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• GLOBAL X FDS (AIQ $62.31)
  • $62.31 P/E (TTM): 24.79X Cap: $9.31B
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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 John on May 23, 2023

• Apple Inc. (AAPL $293.32)
  • $293.32 P/E (TTM): 36.39X Cap: $4.22T
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• Amazon.com Inc. (AMZN $272.68)
  • $272.68 P/E (TTM): 38.35X Cap: $2.91T
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• Microsoft Corporation (MSFT $415.12)
  • $415.12 P/E (TTM): 25.89X Cap: $3.12T
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• NVIDIA Corporation (NVDA $215.20)
  • $215.20 P/E (TTM): 42.41X Cap: $5.13T
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.51)
  • $13.51 Cap: $1.83B
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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 $150.68)
  • $150.68 P/E (TTM): 112.09X Cap: $198.96B
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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 $21.20)
  • $21.20 Cap: $243M
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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)
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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 $197.34)
  • $197.34 P/E (TTM): 290.32X Cap: $12.54B
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• Datadog Inc. (DDOG $200.16)
  • $200.16 P/E (TTM): 463.58X Cap: $67.17B
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• Palantir Technologies Inc. (PLTR $137.80)
  • $137.80 P/E (TTM): 212.37X Cap: $328.55B
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• Snowflake Inc. (SNOW $152.45)
  • $152.45 Cap: $53.14B
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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 $181.82)
  • $181.82 P/E (TTM): 23.23X Cap: $171.99B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.68)
  • $150.68 P/E (TTM): 112.09X Cap: $198.96B
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• Workday Inc. (WDAY $127.83)
  • $127.83 P/E (TTM): 47.35X Cap: $32.67B
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• ServiceNow Inc. (NOW $91.18)
  • $91.18 P/E (TTM): 53.26X Cap: $96.49B
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• The Trade Desk Inc. (TTD $23.08)
  • $23.08 P/E (TTM): 26.68X Cap: $11.04B
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• Topicus.com Inc. (TOI $93.54)
  • $93.54 P/E (TTM): 281.45X Cap: $12.50B
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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 $13.51)
  • $13.51 Cap: $1.83B
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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 $10.77)
  • $10.77 Cap: $2.68B
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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 $215.20)
  • $215.20 P/E (TTM): 42.41X Cap: $5.13T
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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 $215.20)
  • $215.20 P/E (TTM): 42.41X Cap: $5.13T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.68)
  • $150.68 P/E (TTM): 112.09X Cap: $198.96B
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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 $215.20)
  • $215.20 P/E (TTM): 42.41X Cap: $5.13T
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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 $150.68)
  • $150.68 P/E (TTM): 112.09X Cap: $198.96B
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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 $3.00)
  • $3.00 Cap: $202M
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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 $17.94)
  • $17.94 P/E (TTM): 13.98X Cap: $970M
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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 $13.51)
  • $13.51 Cap: $1.83B
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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