Investment Q&A

• Broadcom Inc. (AVGO $322.94)
  • $322.94 P/E (TTM): 65.37X Cap: $1.47T
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• QUALCOMM Incorporated (QCOM $131.43)
  • $131.43 P/E (TTM): 26.19X Cap: $138.60B
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• Texas Instruments Incorporated (TXN $191.01)
  • $191.01 P/E (TTM): 34.28X Cap: $170.42B
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Q: QCOM, AVGO, TXN

Your thoughts on which of these would be best in the new year.

Thanks

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Read Answer Asked by Mark on January 03, 2022

• Softchoice Corporation (SFTC $24.49)
  • $24.49 P/E (TTM): 25.32X
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Q: Please update your opinion on this company.

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Read Answer Asked by Paul on January 03, 2022

• Nuvei Corporation (NVEI)
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Q: How does NVEI Nuvei Corp make money?

Is management competent?

Thank you.

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Read Answer Asked by Ross on January 03, 2022

• The Trade Desk Inc. (TTD $24.51)
  • $24.51 P/E (TTM): 26.79X Cap: $11.47B
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• Magnite Inc. (MGNI $12.49)
  • $12.49 P/E (TTM): 14.4X Cap: $1.78B
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Q: Happy New year to the 5i Team,

Nice to see the CEO and other insiders buying on Dec 29th, same day I decided to take a position.

My request is, please provide comparison metrics to their piers in this space. In a past post you mentioned it could be a takeover candidate, who would possibly be interested if you had to guess?

Thanks again for your valuable service!

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Read Answer Asked by Christopher on January 03, 2022

Q: dont really get why tax loss sellers wait until last day to sell acuity.
assuming analyst is right and it is too cheap too ignore along with 5i, by the time the sellers can buy it back 30 days later the january bounce will be long over, does not make sense.
can you comment

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Read Answer Asked by david on December 29, 2021

• Constellation Software Inc. (CSU $2,571.61)
  • $2,571.61 P/E (TTM): 75.89X Cap: $52.96B
  • View CSU Profile
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• Topicus.com Inc. (TOI $98.66)
  • $98.66 P/E (TTM): 316.28X Cap: $13.01B
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Q: Good day and best of the season to you. I am trying to get my ducks in order for tax time. I understand that initial TOI shares are a dividend from CSU. Do you know the value of this dividend? Also, do you know the cost base of these shares for calculating capital gains from TOI? Thanks.

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Read Answer Asked by Ken on December 25, 2021

• Purpose Bitcoin ETF (BTCC.U $12.54)
  • $12.54 Cap: $266M
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• Purpose Bitcoin Yield ETF (BTCY $5.11)
  • $5.11 Cap: $83M
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Q: CNN SAID PURPOSE IS COMING OUT WITH A YIELD VERSION, SHOULD I SWITCH?

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Read Answer Asked by Herbert on December 24, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.33)
  • $166.33 P/E (TTM): 126.99X Cap: $209.49B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.32)
  • $12.32 Cap: $1.64B
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Q: Your opinion on the best balance of growth and safety between shopify and lightspeed?
Thank you.

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Read Answer Asked by Lawrence on December 24, 2021

• Amplify Cybersecurity ETF (HACK $78.00)
  • $78.00 P/E (TTM): 35.21X Cap: $1.92B
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• Palo Alto Networks Inc. (PANW $165.26)
  • $165.26 P/E (TTM): 90.03X Cap: $132.96B
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• Evolve Cyber Security Index Fund (CYBR $49.36)
  • $49.36 P/E (TTM): 34.73X Cap: $141M
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• CrowdStrike Holdings Inc. (CRWD $412.00)
  • $412.00 Cap: $103.72B
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• Cloudflare Inc. Class A (NET $225.28)
  • $225.28 Cap: $75.82B
  • View NET Profile
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• Palantir Technologies Inc. (PLTR $158.84)
  • $158.84 P/E (TTM): 239.17X Cap: $360.22B
  • View PLTR Profile
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• iShares Cybersecurity and Tech ETF (IHAK $45.44)
  • $45.44 P/E (TTM): 25.97X Cap: $719M
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Q: I am interested in investing part of my TFSA in cyber security US/Canada stocks/ETFs.
Are Cyber Security ETF (CYBR-T) and Evolve Cyber Security ETF (CAD Hedged) good buy? Are CrowdStrike (NASDAQ:CRWD) and Palantir Technologies (NYSE:PLTR) good buy at their current price levels and are they high risk/high valuation, strong growth stocks?
Please provide the preference of your choices of three cyber security stocks and three ETFs and rank them, and brief reasons why you choose those stocks/ETFs. Thank you.

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Read Answer Asked by Helena on December 23, 2021

• NowVertical Group Inc. (NOW $0.24)
  • $0.24 Cap: $25M
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Q: NOW ... is investable with a future ... seems to be gaining momentum

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Read Answer Asked by Bob on December 23, 2021

• Palantir Technologies Inc. (PLTR $158.84)
  • $158.84 P/E (TTM): 239.17X Cap: $360.22B
  • View PLTR Profile
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Q: I believe tech stocks usually go up in January, why is that ? Do you see this happening again next month ? Regarding Palentir, a year ago, you were in love with, now you just like it, what has changed other than the price, what needs to happen for you to love it again.

Many thanks,

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Read Answer Asked by Luc on December 23, 2021

• Cerner Corporation (CERN)
  • P/E (TTM): 46.72X
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• Oracle Corporation (ORCL $153.73)
  • $153.73 P/E (TTM): 28.14X Cap: $430.48B
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Q: Would appreciate any info. you have with respect to the takeover of Cerner by Oracle. Thanks and Happy Holidays. Brian

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Read Answer Asked by Brian on December 22, 2021

• Topicus.com Inc. (TOI $98.66)
  • $98.66 P/E (TTM): 316.28X Cap: $13.01B
  • View TOI Profile
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Q: Hello 5i Team
Is there any news on Toi that would cause the stock to out perform the market the last 2 days ?
Thanks

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Read Answer Asked by claudio on December 22, 2021

• Dye & Durham Limited (DND $4.35)
  • $4.35 Cap: $295M
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Q: Could you comment on DND's latest acquisition of Link Group? 3.2 Billion dollar deal. Thanks.

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Read Answer Asked by Jeff on December 22, 2021

Q: Your perspective on Tokens.com Corp.Thanks.

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Read Answer Asked by Maurice on December 21, 2021

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • View NVEI Profile
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Q: Can you share your view of NVEI Corp..
Will it get back to $180.00 in the next year?
I know you like NEO better but is there more to gain with NVEI?

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Read Answer Asked by John on December 21, 2021

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $64.46)
  • $64.46 P/E (TTM): 54.87X Cap: $651M
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Q: Hi Team,

Would you consider this an attractive price to add to a long-term core position in this ETF?


Thanks

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Read Answer Asked by Keith on December 21, 2021

• Accenture plc Class A (Ireland) (ACN $201.10)
  • $201.10 P/E (TTM): 16.53X Cap: $133.02B
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• Global X Lithium & Battery Tech ETF (LIT $70.23)
  • $70.23 P/E (TTM): 1.02X Cap: $1.56B
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Q: I would like your thoughts on the two above referenced companies. I realize that these two securities are quite different but which of the two would you recommend for a 5 year time frame.Thank You and enjoy the Christmas season.

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Read Answer Asked by Brian on December 21, 2021

• Lightspeed Commerce Inc. Subordinate (LSPD $8.99)
  • $8.99 Cap: $1.19B
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Q: Lightspeed
In regard to Clayton‘s question this morning on your profile page there is a bar chart that shows institutional buying and selling, how often is that updated?
Would you give that chart any consideration when buying or selling a stock

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Read Answer Asked by Bob on December 21, 2021

• Constellation Software Inc. (CSU $2,571.61)
  • $2,571.61 P/E (TTM): 75.89X Cap: $52.96B
  • View CSU Profile
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  • View Reports on CSU
• Enghouse Systems Limited (ENGH $16.25)
  • $16.25 P/E (TTM): 11.99X Cap: $869M
  • View ENGH Profile
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Q: A tale of 2 companies. CSU is acquiring companies at a record pace and ENGH says everything is too expensive. Thoughts please?

Thx

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Read Answer Asked by blake on December 21, 2021