Investment Q&A

• PayPal Holdings Inc. (PYPL $57.15)
  • $57.15 P/E (TTM): 11.25X Cap: $53.47B
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• Mastercard Incorporated (MA $532.86)
  • $532.86 P/E (TTM): 33.73X Cap: $478.50B
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• Visa Inc. (V $326.36)
  • $326.36 P/E (TTM): 31.89X Cap: $628.47B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Upstart Holdings Inc. (UPST $46.28)
  • $46.28 P/E (TTM): 192.04X Cap: $4.50B
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• Affirm Holdings Inc. (AFRM $72.84)
  • $72.84 P/E (TTM): 108.73X Cap: $24.04B
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Q: Looking to put some money into fintech space which company or ETF would you recommend

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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!

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Read Answer Asked by Wayne on November 03, 2021

• NVIDIA Corporation (NVDA $184.84)
  • $184.84 P/E (TTM): 45.49X Cap: $4.49T
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Q: Is there a preferred account within which to hold NVDA?

Thanks
Robert

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Read Answer Asked by Robert on November 03, 2021

• ChargePoint Holdings Inc. (CHPT $6.85)
  • $6.85 Cap: $154M
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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

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Read Answer Asked by Indra on November 02, 2021

• Amazon.com Inc. (AMZN $234.34)
  • $234.34 P/E (TTM): 32.67X Cap: $2.50T
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• Alphabet Inc. (GOOG $330.84)
  • $330.84 P/E (TTM): 32.42X Cap: $3.98T
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• NVIDIA Corporation (NVDA $184.84)
  • $184.84 P/E (TTM): 45.49X Cap: $4.49T
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• Constellation Software Inc. (CSU $2,713.02)
  • $2,713.02 P/E (TTM): 61.92X Cap: $57.49B
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• Kinaxis Inc. (KXS $148.69)
  • $148.69 P/E (TTM): 88.59X Cap: $4.17B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $189.69)
  • $189.69 P/E (TTM): 102.75X Cap: $246.84B
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• Tesla Inc. (TSLA $449.36)
  • $449.36 P/E (TTM): 287.63X Cap: $1.49T
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.67)
  • $15.67 Cap: $2.13B
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• CrowdStrike Holdings Inc. (CRWD $453.77)
  • $453.77 Cap: $114.39B
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• Digital Turbine Inc. (APPS $5.17)
  • $5.17 Cap: $579M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Topicus.com Inc. (TOI $116.19)
  • $116.19 P/E (TTM): 952.35X Cap: $9.64B
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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

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Read Answer Asked by Ben on November 02, 2021

• NIO Inc. American depositary shares each representing one Class A (NIO $4.77)
  • $4.77 Cap: $10.71B
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• XPeng Inc. American depositary shares each representing two Class A (XPEV $19.93)
  • $19.93 Cap: $18.93B
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Q: what is your view on these two companies, is it a buy now? which one is better ?thanks.



selina

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Read Answer Asked by selina on November 02, 2021

• NVIDIA Corporation (NVDA $184.84)
  • $184.84 P/E (TTM): 45.49X Cap: $4.49T
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• CrowdStrike Holdings Inc. (CRWD $453.77)
  • $453.77 Cap: $114.39B
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Q: These two still look good for tech exposure, with the caveat that they are higher risk?

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Read Answer Asked by Robert on November 02, 2021

• Fount Metaverse ETF (MTVR)
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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!

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Read Answer Asked by Galina on November 02, 2021

• StoneCo Ltd. (STNE $16.09)
  • $16.09 Cap: $4.36B
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Q: Your thoughts please on the Stone quarterly report and the impact on the future direction of the company.Thanks.

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Read Answer Asked by Maurice on November 01, 2021

• CrowdStrike Holdings Inc. (CRWD $453.77)
  • $453.77 Cap: $114.39B
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Q: Hello Team,
Could you comment on CRWD 10% drop since last week please. and Do you think it is a good time to add???
Thank you!

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Read Answer Asked by Issaku on November 01, 2021

• Zendesk Inc. (ZEN)
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Q: Hi 5i

Zendesk (ZEN) shares are down 24% on announcement this morning of a deal to acquire SurveyMonkey owner Momentive...What is your opinion on this deal and the future of ZEN going forward?
Share price drop excessive?
Would you be interested in ZEN and if so at what entry price would be attractive?

Thx
Jim

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Read Answer Asked by jim on November 01, 2021

Q: Hello. What do you think about Propel Holdings? Similarities to Goeasy or Upstart? Do you think that it has good upside? I know it is a recent IPO and you prefer to wait and see

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Read Answer Asked by Bryan on November 01, 2021

• ARK Innovation ETF (ARKK $82.23)
  • $82.23 P/E (TTM): 28.9X Cap: $7.02B
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• Goldman Sachs Future Tech Leaders Equity ETF (GTEK $41.91)
  • $41.91 P/E (TTM): 57.74X Cap: $179M
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Q: Goldman Sachs introduced, Goldman Sachs Future Tech Leaders Equity ETF (GTEK). How does this offering compares to ARKK. Would you choose one over the other, or are they different enough to own both.Thanks

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Read Answer Asked by Saad on November 01, 2021

• Apple Inc. (AAPL $248.35)
  • $248.35 P/E (TTM): 33.2X Cap: $3.65T
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• Amazon.com Inc. (AMZN $234.34)
  • $234.34 P/E (TTM): 32.67X Cap: $2.50T
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Q: Group looking more and more that supply issues along with inflation are going to effect the market sooner rather than later. Results from AAPL and AMZN were dismal i own all the major fang stocks is it time to take profits before a correction (at least in this sector) please give me your specific thoughts on the fangs Also your top 3 Cad and top 3 US stocks with moderate risk going fwd...thanks for your guidance

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Read Answer Asked by Terence on November 01, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.67)
  • $15.67 Cap: $2.13B
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Q: At what price do you suggest a purchase of LSPD for a hold over one year?

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Read Answer Asked by Brenda on November 01, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.67)
  • $15.67 Cap: $2.13B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: Hi Team,
I would like to buy one of these two NVEI and LSPD, which is a "better buy" ? are they kind of same business ?
Thanks as always,
Tak

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Read Answer Asked by Tak on November 01, 2021

• Quisitive Technology Solutions Inc. (QUIS $0.56)
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• Softchoice Corporation (SFTC $24.49)
  • $24.49 P/E (TTM): 25.32X
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Q: Any thoughts on quis at this time would be appreciated. It seems to be having trouble getting any traction. Analysts are still very positive on its potential but in comparison to my other tech stocks (I'm over weight tech and its the lagard) i also hold softchoice. my hesitation to part with it is fomo as the lowest of the analyst estimated is almost a double. Your thoughts?

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Read Answer Asked by Todd on October 29, 2021

• Twilio Inc. Class A (TWLO $126.42)
  • $126.42 P/E (TTM): 308.38X Cap: $19.16B
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Q: Hi 5i,

With the recent pull back do you consider TWLO current price ~$280 a good entry point? Do you still like the prospects (i.e.) growth, or is this a falling knife? Will Rising Interest Rates put further pressure on the valuation?

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Read Answer Asked by Dean on October 29, 2021

• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $327.37)
  • $327.37 P/E (TTM): 46.17X Cap: $1.69T
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Q: I was reading this morning about this company doing an ipo today. Can you provide any insight on what you guys think of this company, and at what price-point do you guys think correlates to a good valuation in relation to it's peers?

Thank-you!

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Read Answer Asked by Brian on October 29, 2021

• Twilio Inc. Class A (TWLO $126.42)
  • $126.42 P/E (TTM): 308.38X Cap: $19.16B
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Q: What triggered the huge sell-off today?

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Read Answer Asked by Neil on October 29, 2021