Investment Q&A

Q: Hi, Could you please comment on AFRM results and forward guidance ? Thank you

Q: Could you give your thoughts on PLTR's growth outlook. We are all well aware that with their stock based comp being very high, debt level, and still being not profitable that they need to grow faster than their stock based dilution or that will be bad news for shareholders. Which is fine if they can pull that off. But mgmt recently said they expect >30% growth for the next 5 years. But then this quarter core growth fell to below 25%. They already fell below the 30% growth rate 2 quarters into their 5 year projected >30% growth. Is this a big concern?

Q: Why did QCOM dropped more than 4%, whereas NASDAQ dropped only 1.66% on Wednesday? The stock has been upgraded on Tuesday. Is it because of profit taking or investors don't believe its performance? I thought that it was less risky than AMZN, GOOG, etc. Is it still a buy?

Q: RBC Paul Treiber has put a $2700 target on CSU. Do you look at other analyst reports? and if so do you agree with the thesis?

Thx

Q: Thoughts on SGH, KLIC, and NVMI for semiconductor exposure?

Q: Can you please give me some info on Bolt Logistics formally know as Second Closet Inc. and your thoughts on getting into this

Q: Good Morning

Your take on Unity’s latest quarter and acquisition please.

Thank you

Q: Good Morning, I have done well on NVDA these past two years and it has become just over 7% of my portfolio. In light of the current positive news on AMD, should an investor (like myself) consider trimming NVDA by 2% and buying some AMD. I know you like to let your winners run, and previous answers show that some members of the 5i team own both of these stocks. Do you still have more confidence in NVDA or has your opinion changed? Taxation is not a concern as NVDA is held in a registered account. Thanks very much. Brad

Q: Your comments on Absolute Software's results ?

Thanks

Q: Kindly comment of the NVEI Q3 results and forward guidance.

As well the "funny trading" pattern of being seen too often - a big jump in SP the day before release and then a sell off on the day of actual release. Could it be such information is leaked before hand? Or it's a case of too many shrewd investors these days know when to "buy on rumor and sell on news".

Q: Which google shares do people usually purchase, and what is the symbol. What is the difference between the two that are listed in the US.
Matthew

Q: Dear 5i
Is the drop in UPST justified ? Is it an ideal time to snap up some shares and is the growth story still intact ?
Appreciate your insight .
Thanks
Bill C

Q: Hello Peter,
I am assuming no credits will be taken off as this is a clarification on the answer.

Asked by Robert on November 09, 2021
5I RESEARCH ANSWER:
NVEI saw revenue increase 96% to $183.9 mln and EPS of $0.19. Analysts expected revenue of $178.9 ln and EPS of $0.39, so markets are likely a little unhappy with the EPS number here. Full year revenue view for NVEI was $717 mln to $723 mln, ahead of expectations of $703 mln. At a high level, we don't think results look too bad here. Total volume were up 88% and ecommerce was 83% of that total volume. Cash was at $288.7 mln as of Sep 30. Shares are down a bit today but they are up roughly 40% prior to the release and trade at a higher valuation, so some volatility would not be out of the ordinary.

Asked by Greg on November 09, 2021
5I RESEARCH ANSWER:
EPS of 42 cents beat estimates of 35 cents; sales of $184M beat estimates of $179M. Year sales guidance was raised to $717M to $723M, from $703M estimates. Revenue rose 96%. EBITDA rose 97%. Income more than doubled. Cash is $288M. The call has not yet started but these numbers look solid. The stock is up 1% pre-market.

The earlier answer provide net income per diluted share and the latter was adjusted. I am slightly confused. What is the actual answer ?

Are the estimates normally on diluted share or adjusted share as other answers you provided showed a beat on top and bottom line. Please clarify. Thanks very much.

Q: Please provide comments on PLTR quarterly results. Would you consider purchasing a 1/4 position if you only have a 1/2 position right now and you holding period is >5years?

Q: Can you comment MAGT's latest earning please?

Thanks

Q: I have two smaller positions (about 1% each) in Gildan and Manulife, and I am considering consolidating them into a position in Apple (would be roughly 2.3% of total portfolio). I believe I still have room to add to my technology weighting, as I am around 12% currently, and I still have decent exposure to both consumer discretionary (roughly 10%) and financials (roughly 19%). Would such a switch be reasonable, or do you feel a more compelling argument could be made for consolidating around either GIL or MFC?

Q: Hi 5i
1. What is your opinion on PYPL earnings and future?

Does this company hold any/much interest to you..why/why not?
With the current drop in share price what would be decent entry point? Would you add to existing position,hold or exit?

2. With reference to a previous question on NUVEI, what would you consider good entry point for this stock given current price drop.

Thx
Jim

Q: Hello,

Can you please comment on VUZI? Would you purchase this stock at current levels?

Thanks

Q: I was looking into crypto and was considering 65% ETHX.B and 35% BTCQ over buying ETC which is 70/30 Bitcoin/ Eth.
Wondering your thoughts as this would be a five year hold and a 5% position. I would also look at an Alt Coin ETF are you aware of any in Canada or USA?

Q: Thoughts on these 3 companies going forward?

Thanks!