Investment Q&A

Q: I know 5i is rarely recommending IPOs, but I wanted to know if the team had the time to look at Duolingo? And how it would compare to other SaaS companies often recommended here for growth. It would you be for a long-term hold (10+) in a registered account.

Q: I really like their renewable, clean natural gas technology and I’m wondering if they are worth a 5 year investment?

Reading your past comments it looks like strong insider support but there remains a lot of risk.

I am okay with educated risk. Would you be an investor today or could you recommend a better option ?

Thanks for the great site

Q: Lightspeed is now 17 billion market cap. There is talk that this could be the next shop. Is it realistic to see LSPD as 100 billion market cap company?

Q: KXS is on quite a terror lately. Any reasons why?

Q: Hello

which one of these companies is better from a growth perspective.

Also, with ransomware and corporate hacking being the new frontier for all CIO's and IT Managers, which 2 companies, in your opinion, have the edge with their technology and I can add these to my portfolio.

Thank you,

Rajesh

Q: Greetings 5i,

Futu holdings - FUTU:NASDAQ (currently no ticker with 5i) , some say China's Robin Hood, reports next tuesday Aug 31.

Ive been interested in the growth story and the share price has pulled back considerably. Recently it seems the sector is bouncing off lows and perhaps with hopes the Tech Inquisition will end soon.


What are Your current thoughts here on the company, earnings expectations, and current environment?


Cheers!

Q: In my growth portfolio I have a full position in NVEI and a half position in TOI. When I really like a company’s prospects, along with 5i’s positive sentiment, I am comfortable going overweight. Both of these companies are on my radar for an overweight position. I’m wondering in which order you’d add and would you add today. Please provide a brief explanation.

Q: whats expected from engh coming quarter? Thx

Q: Hello team,

In your last response about Thinkific you mentioned that $14 would be a great entry point. Has your opinion Changed.give the soft guidance and slight miss last quarter? Or do you see lots of future growth ahead. Increasing ARPU and higher AAR. The BMO analysts initiated coverage stating this was the “Shopify” for content creators.

If you had limited funds how would you rank new dollars comparing converge and sangoma in the mix. In fact, I’m interested in why you haven’t taken more of an interest in converge given your interest in CSU, TOI, WELL, OTEX, etc.

Their acquisition play book has been incredibly effective, simple and repeatable. Their mandate around management stock purchase and decentralized structure is setup very similar to CSU.

Sorry for the long winded question(s)!

Q: Can you please comment on the acquisition . I currently own a small position Buy, sell or hold. Thanks.

Q: SeekingAlpha suggests, today, that CRWDs $21 USD jump in stock price is related to joining the NASDAQ-100 index. Make sense to you? Thanks.

Q: PLUR seems to be stacking up some decent contract wins. What's your opinion of it's prospects?

Q: Good Morning,
I would like to make room in my TFSA for APPS. From the list above which would you suggest dropping?

Q: My question is about NVIDIA and the ARM Acquisition. How important do you feel the ARM deal is for NVIDIAS future and growth? If a headline came out that said the acquisition has been rejected, how do you feel the market would react short and long term? Based on the current information available, what do you think the likelihood the deal is accepted?

Q: Hi team,
I was looking to add to Nvei and or Toi. Given the recent run ups in both names, should I wait for some sort of pullback? Also do you endorse adding to these names? I was going to add equally to both names; or do you suggest one over the other? Thanks
Shane

Q: Good day all, thoughts on recent quarter and all. Company provided no Q&A. Keeping everyone guessing on proposed management takeover?
Thanks man

Q: What would be a good entry point for TOI? Would a partial position be OK today?

Q: Hi, Over several years now, Tech holdings have grown to be over 45% of our portfolio. Balance of our funds are invested in decent dividend paying companies - Banks, utilities, industrial and ENB. Largest tech weightings are : CSU - 15% and SHOP -11%, with other like LSPD - 6%, TOI- 5%, NVEI-4% and KXS-3%. Except, LSPD, a fairly large portion of all others shares are held in a Non-Regd account. We have already trimmed SHOP and CSU, over past 2-3 years, but still % weight keeps growing and their ACB is very low ( $300-$400 ).

We are approaching our retirement years and are trying to avoid large capital gains to our Estate, while still continue to own a large stake in these tech companies, over time. The plan is to trim highest % Tech holdings, in the Non Regd account, in a phased manner, each year, for next 15-20 years. In addition to a fairly large stream of dividend income, we also wish to supplement our cash flow/cash from sale of Non Regd Tech holdings. ( Our TFSA accounts are already loaded with LSPD, part SHOP/CSU). We really like CSU over SHOP for its steady-eddy growth/stable profile, although, both companies are unique and hold strong growth potential, we believe.

Questions:

1. Does it sound like a decent strategy, given our life stage/taxes ?
2. Is 45% Tech ownership reasonable for retirement years ( even if we are comfortable) ?
3. Is it reasonable to have 15% weight in CSU?
4. What would you suggest to trim each year - CSU or SHOP or any other companies above, and your reasoning, please.

Please deduct as many question credits, as needed.

Thank you so much.

Q: Crowdstrike is reporting 2nd qtr. results next week. Are you aware of any detrimental news that could affect their report? Would you be a buyer prior to the news or would you wait until you see their results? The stock price is down more than 10% in the last couple of weeks!

Q: Peter,

Based on the share structure is there a danger of CSU draining the profits of TOI by charging exorbitant management fees or royalties etc ?

Thank you,

Paul