Investment Q&A

• Twilio Inc. Class A (TWLO $113.54)
  • $113.54 P/E (TTM): 290.1X Cap: $16.44B
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• Snap Inc. Class A (SNAP $4.96)
  • $4.96 Cap: $8.32B
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• Roku Inc. (ROKU $87.26)
  • $87.26 Cap: $12.47B
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• CrowdStrike Holdings Inc. (CRWD $349.84)
  • $349.84 Cap: $88.31B
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• Datadog Inc. (DDOG $104.84)
  • $104.84 P/E (TTM): 373.1X Cap: $36.17B
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• UiPath Inc. Class A (PATH $10.16)
  • $10.16 P/E (TTM): 25.71X Cap: $5.43B
  • View PATH Profile
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Q: Out of the above companies (CRWD, ROKU, SNAP, PATH, DDOG, TWLO) - which do you have the most conviction for? How would you rank them? Are there any of this list that you would avoid?

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Read Answer Asked by Stephen on November 04, 2021

• Roku Inc. (ROKU $87.26)
  • $87.26 Cap: $12.47B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.32)
  • $12.32 Cap: $1.67B
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• Topicus.com Inc. (TOI $86.45)
  • $86.45 P/E (TTM): 747.98X Cap: $7.40B
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• DigitalOcean Holdings Inc. (DOCN $61.99)
  • $61.99 P/E (TTM): 25.45X Cap: $5.41B
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Q: What crappy news to wake up this a.m. All down substantially pre market

When you consider the results of each of these companies and they were all current holdings at reasonable weightings would you hold, sell, or buy more given the levels they have fallen to and your outlook going forward?

Sheldon

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Read Answer Asked by Sheldon on November 04, 2021

• PayPal Holdings Inc. (PYPL $47.44)
  • $47.44 P/E (TTM): 7.7X Cap: $40.55B
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• Mastercard Incorporated (MA $498.13)
  • $498.13 P/E (TTM): 31.87X Cap: $442.36B
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• Affirm Holdings Inc. (AFRM $47.52)
  • $47.52 P/E (TTM): 61.55X Cap: $15.69B
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Q: Looking to invest in this area what would your recommendations be currently

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Read Answer Asked by mike on November 04, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.32)
  • $12.32 Cap: $1.67B
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Q: Based on lowered guidance from LSPD, do you see this as an opportunity to buy for the long term based on lower stock price today. Thanks.

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Read Answer Asked by RALPH on November 04, 2021

• Topicus.com Inc. (TOI $86.45)
  • $86.45 P/E (TTM): 747.98X Cap: $7.40B
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Q: Hi. Please comment on Topicus earnings. Thanks

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Read Answer Asked by rajeev on November 04, 2021

• Roku Inc. (ROKU $87.26)
  • $87.26 Cap: $12.47B
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Q: Can you comment on ROKU earning results and guidance

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Read Answer Asked by Colum on November 04, 2021

• Fastly Inc. (FSLY $17.54)
  • $17.54 Cap: $2.53B
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Q: Hi 5i,
FSLY reported earnings today and stock is up....How were their earnings and forecast. What does the future look like for them today?
Currently own this stock down -35%. Would you continue to hold ORsell and move on. There are no tax loss benefits to capture.
If sell what would you suggest to replace with in similiar space?
Thx
Jim

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Read Answer Asked by jim on November 04, 2021

• 5N Plus Inc. (VNP $29.02)
  • $29.02 P/E (TTM): 44.25X Cap: $2.52B
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Q: Can you comment on VNP earnings?

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Read Answer Asked by Brian on November 04, 2021

• Magnite Inc. (MGNI $11.59)
  • $11.59 P/E (TTM): 30.57X Cap: $1.62B
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Q: Hi, any updated views or news on MGNI! I'm continuing to hold on for the longer term.
I thank-you in advance.! Sam

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Read Answer Asked by sam on November 04, 2021

• Zillow Group Inc. (ZG $43.65)
  • $43.65 Cap: $10.77B
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• Digital Turbine Inc. (APPS $4.09)
  • $4.09 Cap: $486M
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Q: Of these 3 losers today which would be your preferred one to follow for a buy?

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Read Answer Asked by Gerald on November 03, 2021

• Rockwell Automation Inc. (ROK $405.78)
  • $405.78 P/E (TTM): 45.63X Cap: $43.55B
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• ON Semiconductor Corporation (ON $70.22)
  • $70.22 P/E (TTM): 238.31X Cap: $27.37B
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Q: Thoughts on earnings and forcast for both ? Thank you.

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Read Answer Asked by Paul on November 03, 2021

• Dye & Durham Limited (DND $3.69)
  • $3.69 Cap: $241M
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Q: Would you start a position in Dye & Durham

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Read Answer Asked by Gilles on November 03, 2021

• BlackBerry Limited (BB $4.63)
  • $4.63 Cap: $2.68B
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Q: Do you think BlackBerry (TSX:BB) has the management and product[s] to be worth buying today for the long term?

Thank you.

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Read Answer Asked by Ross on November 03, 2021

• PayPal Holdings Inc. (PYPL $47.44)
  • $47.44 P/E (TTM): 7.7X Cap: $40.55B
  • View PYPL Profile
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• Mastercard Incorporated (MA $498.13)
  • $498.13 P/E (TTM): 31.87X Cap: $442.36B
  • View MA Profile
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• Visa Inc. (V $307.18)
  • $307.18 P/E (TTM): 30.14X Cap: $587.29B
  • View V Profile
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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 $28.02)
  • $28.02 Cap: $2.67B
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• Affirm Holdings Inc. (AFRM $47.52)
  • $47.52 P/E (TTM): 61.55X Cap: $15.69B
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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 $192.96)
  • $192.96 P/E (TTM): 47.1X Cap: $4.65T
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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 $6.27)
  • $6.27 Cap: $142M
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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 $208.48)
  • $208.48 P/E (TTM): 29.3X Cap: $2.20T
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• Alphabet Inc. (GOOG $311.22)
  • $311.22 P/E (TTM): 29.13X Cap: $3.81T
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• NVIDIA Corporation (NVDA $192.96)
  • $192.96 P/E (TTM): 47.1X Cap: $4.65T
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• Constellation Software Inc. (CSU $2,379.83)
  • $2,379.83 P/E (TTM): 58.29X Cap: $51B
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• Kinaxis Inc. (KXS $118.44)
  • $118.44 P/E (TTM): 75.6X Cap: $3.34B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $161.67)
  • $161.67 P/E (TTM): 136.93X Cap: $209.53B
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• Tesla Inc. (TSLA $409.39)
  • $409.39 P/E (TTM): 381.31X Cap: $1.50T
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.32)
  • $12.32 Cap: $1.67B
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• CrowdStrike Holdings Inc. (CRWD $349.84)
  • $349.84 Cap: $88.31B
  • View CRWD Profile
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• Digital Turbine Inc. (APPS $4.09)
  • $4.09 Cap: $486M
  • View APPS Profile
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • View NVEI Profile
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• Topicus.com Inc. (TOI $86.45)
  • $86.45 P/E (TTM): 747.98X Cap: $7.40B
  • View TOI Profile
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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 $5.28)
  • $5.28 Cap: $11.88B
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• XPeng Inc. American depositary shares each representing two Class A (XPEV $18.75)
  • $18.75 Cap: $16.68B
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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 $192.96)
  • $192.96 P/E (TTM): 47.1X Cap: $4.65T
  • View NVDA Profile
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• CrowdStrike Holdings Inc. (CRWD $349.84)
  • $349.84 Cap: $88.31B
  • View CRWD Profile
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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