Investment Q&A

• Roku Inc. (ROKU)
  • View ROKU Profile
  • View Questions on ROKU
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Topicus.com Inc. (TOI)
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• DigitalOcean Holdings Inc. (DOCN)
  • View DOCN Profile
  • View Questions on DOCN

Q: What crappy news to wake up this a.m. All down substantially pre market

When you consider the results of each of these companies and they were all current holdings at reasonable weightings would you hold, sell, or buy more given the levels they have fallen to and your outlook going forward?

Sheldon

Upvote 0

Read Answer Asked by Sheldon on November 04, 2021

• PayPal Holdings Inc. (PYPL)
  • View PYPL Profile
  • View Questions on PYPL
• Mastercard Incorporated (MA)
  • View MA Profile
  • View Questions on MA
• Affirm Holdings Inc. (AFRM)
  • View AFRM Profile
  • View Questions on AFRM

Q: Looking to invest in this area what would your recommendations be currently

Upvote 0

Read Answer Asked by mike on November 04, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Based on lowered guidance from LSPD, do you see this as an opportunity to buy for the long term based on lower stock price today. Thanks.

Upvote 0

Read Answer Asked by RALPH on November 04, 2021

• Topicus.com Inc. (TOI)
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Hi. Please comment on Topicus earnings. Thanks

Upvote 0

Read Answer Asked by rajeev on November 04, 2021

• Roku Inc. (ROKU)
  • View ROKU Profile
  • View Questions on ROKU

Q: Can you comment on ROKU earning results and guidance

Upvote 0

Read Answer Asked by Colum on November 04, 2021

• Fastly Inc. Class A (FSLY)
  • View FSLY Profile
  • View Questions on FSLY

Q: Hi 5i,
FSLY reported earnings today and stock is up....How were their earnings and forecast. What does the future look like for them today?
Currently own this stock down -35%. Would you continue to hold ORsell and move on. There are no tax loss benefits to capture.
If sell what would you suggest to replace with in similiar space?
Thx
Jim

Upvote 0

Read Answer Asked by jim on November 04, 2021

• 5N Plus Inc. (VNP)
  • View VNP Profile
  • View Questions on VNP

Q: Can you comment on VNP earnings?

Upvote 0

Read Answer Asked by Brian on November 04, 2021

• Magnite Inc. (MGNI)
  • View MGNI Profile
  • View Questions on MGNI

Q: Hi, any updated views or news on MGNI! I'm continuing to hold on for the longer term.
I thank-you in advance.! Sam

Upvote 0

Read Answer Asked by sam on November 04, 2021

• Zillow Group Inc. (ZG)
  • View ZG Profile
  • View Questions on ZG
• Digital Turbine Inc. (APPS)
  • View APPS Profile
  • View Questions on APPS

Q: Of these 3 losers today which would be your preferred one to follow for a buy?

Upvote 0

Read Answer Asked by Gerald on November 03, 2021

• Rockwell Automation Inc. (ROK)
  • View ROK Profile
  • View Questions on ROK
• ON Semiconductor Corporation (ON)
  • View ON Profile
  • View Questions on ON

Q: Thoughts on earnings and forcast for both ? Thank you.

Upvote 0

Read Answer Asked by Paul on November 03, 2021

• Dye & Durham Limited (DND)
  • View DND Profile
  • View Questions on DND
  • View Reports on DND

Q: Would you start a position in Dye & Durham

Upvote 0

Read Answer Asked by Gilles on November 03, 2021

• BlackBerry Limited (BB)
  • View BB Profile
  • View Questions on BB

Q: Do you think BlackBerry (TSX:BB) has the management and product[s] to be worth buying today for the long term?

Thank you.

Upvote 0

Read Answer Asked by Ross on November 03, 2021

• PayPal Holdings Inc. (PYPL)
  • View PYPL Profile
  • View Questions on PYPL
• Mastercard Incorporated (MA)
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V)
  • View V Profile
  • View Questions on V
• Block Inc. Class A (SQ)
  • View SQ Profile
  • View Questions on SQ
• Nuvei Corporation Subordinate Voting Shares (NVEI)
  • View NVEI Profile
  • View Questions on NVEI
• Upstart Holdings Inc. (UPST)
  • View UPST Profile
  • View Questions on UPST
• Affirm Holdings Inc. (AFRM)
  • View AFRM Profile
  • View Questions on AFRM

Q: Looking to put some money into fintech space which company or ETF would you recommend

Upvote 0

Read Answer Asked by mike on November 03, 2021

Q: Hi 5i,

May I have your take on earnings? Is the growth story still intact?

TIA!

Upvote 0

Read Answer Asked by Wayne on November 03, 2021

• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA

Q: Is there a preferred account within which to hold NVDA?

Thanks
Robert

Upvote 0

Read Answer Asked by Robert on November 03, 2021

• ChargePoint Holdings Inc. (CHPT)
  • View CHPT Profile
  • View Questions on CHPT

Q: Can u give an opinion on chpt for 2-3 year hold as a possible buy
Your past view seems to be more of a wait and see
Seems there will be increased demand for this service as ev vehicles grow
Thanks

Upvote 0

Read Answer Asked by Indra on November 02, 2021

• Amazon.com Inc. (AMZN)
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG)
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Tesla Inc. (TSLA)
  • View TSLA Profile
  • View Questions on TSLA
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• CrowdStrike Holdings Inc. (CRWD)
  • View CRWD Profile
  • View Questions on CRWD
• Digital Turbine Inc. (APPS)
  • View APPS Profile
  • View Questions on APPS
• Nuvei Corporation Subordinate Voting Shares (NVEI)
  • View NVEI Profile
  • View Questions on NVEI
• Topicus.com Inc. (TOI)
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Please rank the following companies based on future growth in 5-10 years and overall confidence.
Also which companies have the widest moats or even monopolies?
Thanks

Upvote 0

Read Answer Asked by Ben on November 02, 2021

• NIO Inc. American depositary shares each representing one Class A (NIO)
  • View NIO Profile
  • View Questions on NIO
• XPeng Inc. American depositary shares each representing two Class A (XPEV)
  • View XPEV Profile
  • View Questions on XPEV

Q: what is your view on these two companies, is it a buy now? which one is better ?thanks.



selina

Upvote 0

Read Answer Asked by selina on November 02, 2021

• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• CrowdStrike Holdings Inc. (CRWD)
  • View CRWD Profile
  • View Questions on CRWD

Q: These two still look good for tech exposure, with the caveat that they are higher risk?

Upvote 0

Read Answer Asked by Robert on November 02, 2021

• Fount Metaverse ETF (MTVR)
  • View MTVR Profile
  • View Questions on MTVR

Q: Good day gentlemen, I would highly appreciate your comments regarding newly launched by Fount two thematic ETFs - SUBS and MVRT... Risks / Growth perspective/ expected growth derivative if things go well

Thank you for great service!

Upvote 0

Read Answer Asked by Galina on November 02, 2021