Investment Q&A

• Broadcom Inc. (AVGO $406.54)
  • $406.54 P/E (TTM): 83.89X Cap: $1.92T
  • View AVGO Profile
  • View Questions on AVGO
• QUALCOMM Incorporated (QCOM $136.20)
  • $136.20 P/E (TTM): 27.11X Cap: $145.32B
  • View QCOM Profile
  • View Questions on QCOM
• Texas Instruments Incorporated (TXN $229.82)
  • $229.82 P/E (TTM): 40.86X Cap: $209.24B
  • View TXN Profile
  • View Questions on TXN

Q: QCOM, AVGO, TXN

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

Thanks

Upvote 0

Read Answer Asked by Mark on January 03, 2022

• Softchoice Corporation (SFTC $24.49)
  • $24.49 P/E (TTM): 25.32X
  • View SFTC Profile
  • View Questions on SFTC

Q: Please update your opinion on this company.

Upvote 0

Read Answer Asked by Paul on January 03, 2022

• Nuvei Corporation (NVEI)
  • View NVEI Profile
  • View Questions on NVEI

Q: How does NVEI Nuvei Corp make money?

Is management competent?

Thank you.

Upvote 0

Read Answer Asked by Ross on January 03, 2022

• The Trade Desk Inc. (TTD $22.47)
  • $22.47 P/E (TTM): 25.29X Cap: $10.56B
  • View TTD Profile
  • View Questions on TTD
• Magnite Inc. (MGNI $13.71)
  • $13.71 P/E (TTM): 15.86X Cap: $1.97B
  • View MGNI Profile
  • View Questions on MGNI

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!

Upvote 0

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

Upvote 0

Read Answer Asked by david on December 29, 2021

• Constellation Software Inc. (CSU $2,626.45)
  • $2,626.45 P/E (TTM): 78.54X Cap: $55.65B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI $102.60)
  • $102.60 P/E (TTM): 314.71X Cap: $13.30B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

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.

Upvote 0

Read Answer Asked by Ken on December 25, 2021

• Purpose Bitcoin ETF (BTCC.U $13.68)
  • $13.68 Cap: $292M
  • View BTCC.U Profile
  • View Questions on BTCC.U
• Purpose Bitcoin Yield ETF (BTCY $5.51)
  • $5.51 Cap: $92M
  • View BTCY Profile
  • View Questions on BTCY

Q: CNN SAID PURPOSE IS COMING OUT WITH A YIELD VERSION, SHOULD I SWITCH?

Upvote 0

Read Answer Asked by Herbert on December 24, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $179.49)
  • $179.49 P/E (TTM): 135.28X Cap: $234.07B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.27)
  • $13.27 Cap: $1.82B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Your opinion on the best balance of growth and safety between shopify and lightspeed?
Thank you.

Upvote 0

Read Answer Asked by Lawrence on December 24, 2021

• Amplify Cybersecurity ETF (HACK $78.57)
  • $78.57 P/E (TTM): 32.58X Cap: $1.97B
  • View HACK Profile
  • View Questions on HACK
• Palo Alto Networks Inc. (PANW $167.85)
  • $167.85 P/E (TTM): 92.25X Cap: $136.96B
  • View PANW Profile
  • View Questions on PANW
• Evolve Cyber Security Index Fund (CYBR $51.31)
  • $51.31 P/E (TTM): 34.73X Cap: $141M
  • View CYBR Profile
  • View Questions on CYBR
• CrowdStrike Holdings Inc. (CRWD $423.95)
  • $423.95 Cap: $107.51B
  • View CRWD Profile
  • View Questions on CRWD
• Cloudflare Inc. Class A (NET $200.99)
  • $200.99 Cap: $70.74B
  • View NET Profile
  • View Questions on NET
• Palantir Technologies Inc. (PLTR $146.39)
  • $146.39 P/E (TTM): 226.6X Cap: $349.97B
  • View PLTR Profile
  • View Questions on PLTR
• iShares Cybersecurity and Tech ETF (IHAK $46.72)
  • $46.72 P/E (TTM): 25.97X Cap: $766M
  • View IHAK Profile
  • View Questions on IHAK

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.

Upvote 0

Read Answer Asked by Helena on December 23, 2021

• NowVertical Group Inc. (NOW $0.18)
  • $0.18 Cap: $17M
  • View NOW Profile
  • View Questions on NOW

Q: NOW ... is investable with a future ... seems to be gaining momentum

Upvote 0

Read Answer Asked by Bob on December 23, 2021

• Palantir Technologies Inc. (PLTR $146.39)
  • $146.39 P/E (TTM): 226.6X Cap: $349.97B
  • View PLTR Profile
  • View Questions on PLTR

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,

Upvote 0

Read Answer Asked by Luc on December 23, 2021

• Cerner Corporation (CERN)
  • P/E (TTM): 46.72X
  • View CERN Profile
  • View Questions on CERN
• Oracle Corporation (ORCL $175.06)
  • $175.06 P/E (TTM): 33.52X Cap: $503.48B
  • View ORCL Profile
  • View Questions on ORCL

Q: Would appreciate any info. you have with respect to the takeover of Cerner by Oracle. Thanks and Happy Holidays. Brian

Upvote 0

Read Answer Asked by Brian on December 22, 2021

• Topicus.com Inc. (TOI $102.60)
  • $102.60 P/E (TTM): 314.71X Cap: $13.30B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

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

Upvote 0

Read Answer Asked by claudio on December 22, 2021

• Dye & Durham Limited (DND $4.10)
  • $4.10 Cap: $275M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND

Q: Could you comment on DND's latest acquisition of Link Group? 3.2 Billion dollar deal. Thanks.

Upvote 0

Read Answer Asked by Jeff on December 22, 2021

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

Upvote 0

Read Answer Asked by Maurice on December 21, 2021

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • View NVEI Profile
  • View Questions on NVEI

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?

Upvote 0

Read Answer Asked by John on December 21, 2021

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $73.38)
  • $73.38 P/E (TTM): 54.87X Cap: $763M
  • View XIT Profile
  • View Questions on XIT

Q: Hi Team,

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


Thanks

Upvote 0

Read Answer Asked by Keith on December 21, 2021

• Accenture plc Class A (Ireland) (ACN $197.65)
  • $197.65 P/E (TTM): 16.03X Cap: $131.46B
  • View ACN Profile
  • View Questions on ACN
• Global X Lithium & Battery Tech ETF (LIT $83.23)
  • $83.23 P/E (TTM): 1.02X Cap: $1.93B
  • View LIT Profile
  • View Questions on LIT

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.

Upvote 0

Read Answer Asked by Brian on December 21, 2021

• Lightspeed Commerce Inc. Subordinate (LSPD $9.69)
  • $9.69 Cap: $1.32B
  • View LSPD Profile
  • View Questions on LSPD

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

Upvote 0

Read Answer Asked by Bob on December 21, 2021

• Constellation Software Inc. (CSU $2,626.45)
  • $2,626.45 P/E (TTM): 78.54X Cap: $55.65B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Enghouse Systems Limited (ENGH $17.52)
  • $17.52 P/E (TTM): 13.12X Cap: $954M
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH

Q: A tale of 2 companies. CSU is acquiring companies at a record pace and ENGH says everything is too expensive. Thoughts please?

Thx

Upvote 0

Read Answer Asked by blake on December 21, 2021