Investment Q&A

• CrowdStrike Holdings Inc. (CRWD)
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• Gen Digital Inc Com (NLOK)
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Q: Peter and Ryan,
Your comments on the earnings and guidance from CRWD ? With the continued great run, would you swap any out for NLOK that has lagged ? Does NLOK have any advantages in the individula consumer space ? Thank you.

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Read Answer Asked by Paul on December 03, 2020

• Amazon.com Inc. (AMZN)
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• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• NVIDIA Corporation (NVDA)
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Q: Which companies (CAN/ US) and/or ETFs would you recommend to buy today for the best exposure to AI? This would be for an 80 year old investor who wants to allocate 8% of his portfolio to AI.
Thank you for your guidance.

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Read Answer Asked by Yvonne on December 03, 2020

• Snowflake Inc. Class A (SNOW)
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Q: Hi,
Could you comment on the earnings after hours today (Dec2) for SNOW.
Would you consider an entry point here?

Thanks,

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Read Answer Asked by ilie on December 03, 2020

• Enghouse Systems Limited (ENGH)
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• Open Text Corporation (OTEX)
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Q: Hi there
When you took ENGH out of model portfolio I bought OTEX which has outperformed it by quite a bit in the last 3 years. I still really like ENGH too and it has come off quite a bit lately. I am wondering looking out another 3 years which you would prefer, in terms of current valuation and prospects, if you could just buy one of these stocks. And your rationale.

Much thanks

Stuart

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Read Answer Asked by Stuart on December 03, 2020

• Okta Inc. (OKTA)
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Q: Can you comment on recent results. They seem to be great considering the environment.

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Read Answer Asked by Sal on December 03, 2020

• Docebo Inc. (DCBO)
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Q: Nice to see DCBO is listing in the US. Are there other publicly traded companies in the US in the same space? Trying to get a sense of any valuation gaps between those companies and DCBO? LSPD was well received in the US so hoping DCBO catches a similar welcome.

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Read Answer Asked by Sal on December 03, 2020

• Microsoft Corporation (MSFT)
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• Salesforce Inc. (CRM)
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• Slack Technologies Inc. Class A (WORK)
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Q: Hi 5i team,
The market is not very impressed with either CRM’s guidance and/or purchase of WORK. This pits CRM directly against MSFT in the work collaboration space. Is this a wise move by CRM? Is this a good entry point for CRM or is MSFT the better long-term bet?
Thanks again for the insight.
Dave

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Read Answer Asked by Dave on December 02, 2020

• Palantir Technologies Inc. (PLTR)
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Q: Hi, any comment on their decline to $21.60 today. I'm wondering if I should hold. Morgan Stanley down graded them to $15 today citing - "With Palantir up 155% since listing with very little change in the fundamental story, the risk/reward paradigm shifts decidedly negative for the shares". Any guidance appreciated. Thanks

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Read Answer Asked by Glenn on December 02, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: At what % would you start to trim LSPD in your growth portfolio? On your last report it was 3.97%
Thanks

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Read Answer Asked on December 02, 2020

• Palantir Technologies Inc. (PLTR)
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Q: After being shorted from nosebleed levels by at least a couple of firms, the stock has come down substantially. Realizing that it may fall some more, in your opinion what would be a reasonable entry level. Thanks.

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Read Answer Asked by Theodore on December 02, 2020

• Palantir Technologies Inc. (PLTR)
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• Unity Software Inc. (U)
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Q: Hi, I have enough fund to buy one of the two. Which one would you add today based on long term growth potential. This will be purchased in TFSA account. Thanks.

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Read Answer Asked by Hua on December 02, 2020

• Docebo Inc. (DCBO)
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Q: Docebo has launched a public offering the US with intention to list on the NASDQ. What is your opinion of this move???
Thank you
Steve

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Read Answer Asked by Steve on December 02, 2020

• Veeva Systems Inc. Class A (VEEV)
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Q: Reading your answer/comments on their latest quarter where you say, "we see no real concerns from the quarter"; by using the word "real" this statement implies to me that there are some concerns as opposed to saying; "we see no concerns..." . If that is the case that there are some minor concerns, what might they be? Thank You

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Read Answer Asked by Stephen on December 02, 2020

• Titan Medical Inc. (TMD)
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Q: Titan is trading extremely high volumes without any available information other the Q3 report. Could this be trading by personnel with insider information. What is your opinion. Is there any information that your team might have on Titan regarding this possible large increase in share price.
Regards John

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Read Answer Asked by John on December 02, 2020

• The Trade Desk Inc. (TTD)
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• CrowdStrike Holdings Inc. (CRWD)
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• Unity Software Inc. (U)
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Q: Room in my TFSA for only one of the above-noted stocks. Please rank in order of preference and offer a brief explanation as to the ranking. Thank you.

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Read Answer Asked by Maureen on December 02, 2020

• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Q: Hello. I have held this for some time with almost a double. Is it time to check out? Thank you

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Read Answer Asked by Margot on December 02, 2020

• Veeva Systems Inc. Class A (VEEV)
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Q: Your comments and opinion please on the latest Q from VEEVA

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Read Answer Asked by Marty on December 02, 2020

• Palo Alto Networks Inc. (PANW)
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• Rapid7 Inc. (RPD)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Can you give me your recommendations for 2 or 3 cyber security companies for a long term investment.
Thanks
Randy

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Read Answer Asked by Randall on December 02, 2020

• QuantumScape Corporation Class A (QS)
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Q: Hi 5iR,

Can you provide your assessment on the future of this new IPO. Was initiated on 27th with 45% surge on 1st day.

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Read Answer Asked by Vinod on December 01, 2020

• Check Point Software Technologies Ltd. (CHKP)
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Q: I would appreciate your outlook for CHKP. I thought that the last qtr was decent with revenue, EPS, and earnings up somewhat. Nevertheless the share price seems stagnant since July. The P/E is quite low for this industry which suggests that the market is not expecting much growth. I was expecting that the "working from home" and "virtual learning" phenomena would be tailwinds. Since the company doesn't pay a dividend, if the price isn't going to grow, I should move on.
I look forward to your thoughts.
Thanks
Ian

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Read Answer Asked by Ian on December 01, 2020