Investment Q&A

• Firan Technology Group Corporation (FTG $10.90)
  • $10.90 P/E (TTM): 25.93X Cap: $274M
  • View FTG Profile
  • View Questions on FTG

Q: FTG LOOKS LIKE A SLEEPER HITTING BIG POINTS ON MY SCORECARD. WHAT AM I MISSING? YOUR OPINION PLEASE PLEASE?

Upvote 2

Read Answer Asked by terrance on April 28, 2025

• Kraken Robotics Inc. (PNG $6.44)
  • $6.44 P/E (TTM): 116.5X Cap: $2.05B
  • View PNG Profile
  • View Questions on PNG

Q: PNG reported early this morning. Seems good. Can you assess things after call and provide how things shape for the future. Is this a good time to complete a position? What range might the stock be in a year out from now?

Upvote 4

Read Answer Asked on April 28, 2025

• INVESCO QQQ Trust (QQQ $626.05)
  • $626.05 P/E (TTM): 36.04X Cap: $414.39B
  • View QQQ Profile
  • View Questions on QQQ
• Vanguard Information Technology ETF (VGT $790.95)
  • $790.95 P/E (TTM): 37.24X Cap: $96.20B
  • View VGT Profile
  • View Questions on VGT
• Invesco NASDAQ 100 Index ETF (QQC.F $200.61)
  • $200.61 P/E (TTM): 34.28X Cap: $1.29B
  • View QQC.F Profile
  • View Questions on QQC.F

Q: can you recommend a canadian ETF that invests in Tech or would you prefer an American ETF

Upvote 2

Read Answer Asked by hal on April 28, 2025

• MDA Space Ltd. (MDA $28.94)
  • $28.94 P/E (TTM): 37.97X Cap: $4.28B
  • View MDA Profile
  • View Questions on MDA

Q: Hi 5i,

Would like to get your thoughts and outlook on MDA. Would you initiate a position in it today?

I'm looking to hold long term.

Thanks,
Kyle


Thanks,
Kyle

Upvote 3

Read Answer Asked by Kyle on April 25, 2025

• Vertiv Holdings LLC Class A (VRT $193.76)
  • $193.76 P/E (TTM): 91.18X Cap: $76.09B
  • View VRT Profile
  • View Questions on VRT

Q: Can you comment on Vertiv's earnings and the outlook for the stock? Positive market reaciton but how much of that is the market itself generally being up?
Thanks.

Upvote 5

Read Answer Asked by Martin on April 25, 2025

• QUALCOMM Incorporated (QCOM $177.26)
  • $177.26 P/E (TTM): 17.49X Cap: $192.78B
  • View QCOM Profile
  • View Questions on QCOM
• Corning Incorporated (GLW $90.28)
  • $90.28 P/E (TTM): 91.95X Cap: $77.34B
  • View GLW Profile
  • View Questions on GLW
• International Business Machines Corporation (IBM $310.06)
  • $310.06 P/E (TTM): 50.58X Cap: $288.09B
  • View IBM Profile
  • View Questions on IBM

Q: For a 4% total allocation to an income portfolio, would you own both GLW and IBM or just one? Or is there some other name you prefer?

Upvote 3

Read Answer Asked by Gregory on April 25, 2025

• Celestica Inc. (CLS $475.87)
  • $475.87 P/E (TTM): 72.16X Cap: $54.30B
  • View CLS Profile
  • View Questions on CLS

Q: Please advise if this is a buy, hold or sell after earnings.
Thanks

Upvote 7

Read Answer Asked by Rick on April 25, 2025

• Lumine Group Inc. (LMN $33.06)
  • $33.06 P/E (TTM): 131.81X Cap: $8.49B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Q : Hello 5i team

Would you be willing to complete a position on LMN today? Since it's US-centric, can the Trump administration hinder its development in any way? Is your conviction in this stock as high as ever?

Thanks

Upvote 7

Read Answer Asked by Charles on April 24, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $47.76)
  • $47.76 Cap: $19.13B
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY
• CoreWeave Inc. (CRWV $131.06)
  • $131.06 Cap: $68.36B
  • View CRWV Profile
  • View Questions on CRWV

Q: GLXY has come to life over the past week.

Is there anything happening here other than the price of BTC?

Sheldon

Upvote 2

Read Answer Asked by Sheldon on April 24, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 99.97X Cap: $324.46B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Hello 5i team,
How material is this data privacy class action lawsuit against SHOP in California?

Will this continue to be appealed or will this go forward?

This seems major since it's in California.

Andrew

Upvote 2

Read Answer Asked by Andrew on April 22, 2025

• Alphabet Inc. (GOOG $281.90)
  • $281.90 P/E (TTM): 28.62X Cap: $3.32T
  • View GOOG Profile
  • View Questions on GOOG

Q: Would be interested in your take on The search question. Many are saying Goog has lost its leadership position due to AI - I believe search is still the overwhelming cash cow for the company. It’s Gemini doesn’t appear to be getting much traction?

Upvote 6

Read Answer Asked by Scott on April 22, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 99.97X Cap: $324.46B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• lululemon athletica inc. (LULU $168.02)
  • $168.02 P/E (TTM): 12.29X Cap: $19.32B
  • View LULU Profile
  • View Questions on LULU
• Celestica Inc. (CLS $340.13)
  • $340.13 P/E (TTM): 72.16X Cap: $38.95B
  • View CLS Profile
  • View Questions on CLS
• DeFi Technologies Inc. (DEFI)
  • View DEFI Profile
  • View Questions on DEFI

Q: According to Yahoo Finance average vulume for Canada is 1.2 million shares and for the US IT IS 5.5 million shares per day. Where did 5i get your numbers from?

Thx

Upvote 3

Read Answer Asked by blake on April 21, 2025

• Celestica Inc. (CLS $475.87)
  • $475.87 P/E (TTM): 72.16X Cap: $54.30B
  • View CLS Profile
  • View Questions on CLS

Q: Celestica trades up to 25% of its outstanding shares on a weekly basis and up to 50% some weeks lately. Any thoughts as to the turnover of shares? Could this be hedge funds churning the stock ?

Thx

Upvote 5

Read Answer Asked by blake on April 21, 2025

• Nano One Materials Corp. (NANO $1.78)
  • $1.78 Cap: $181M
  • View NANO Profile
  • View Questions on NANO

Q: What are your thoughts on Nano:ca

Upvote 1

Read Answer Asked by Terry on April 21, 2025

• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 57.27X Cap: $5.03T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $340.13)
  • $340.13 P/E (TTM): 72.16X Cap: $38.95B
  • View CLS Profile
  • View Questions on CLS

Q: How do you think Celetica will perform in the current environment? Recent significant downgrade at JPM. Is it likly to react based on NVDA performance?
Thanks for all your guidance,

Mike

Upvote 5

Read Answer Asked by Michael on April 21, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 99.97X Cap: $324.46B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Today you had question on negatives for SHOP that would trigger analysts Sell rating. Can you please comment on what would be the positives that would support analysts Buy rating for SHOP?

Upvote 7

Read Answer Asked by Hali on April 17, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $242.95)
  • $242.95 P/E (TTM): 99.97X Cap: $324.46B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: SHOP has received some so-so analyst ratings recently. Some are buys and some are hold and sell. I know 5i likes SHOP. But if you had to put a bad report together on SHOP, what would be the negatives that would result in a poor rating. I guess I'm asking what does one have to worry about specifically with SHOP?

Upvote 7

Read Answer Asked on April 16, 2025

• Celestica Inc. (CLS $475.87)
  • $475.87 P/E (TTM): 72.16X Cap: $54.30B
  • View CLS Profile
  • View Questions on CLS

Q: What does the market expect next week? CLS has dropped 30% since last ER which was good so any thoughts please?

Upvote 4

Read Answer Asked by blake on April 16, 2025

• Broadcom Inc. (AVGO $376.47)
  • $376.47 P/E (TTM): 95.15X Cap: $1.82T
  • View AVGO Profile
  • View Questions on AVGO
• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 57.27X Cap: $5.03T
  • View NVDA Profile
  • View Questions on NVDA

Q: I'm sure you'll have a bunch of questions on NVDA, AVGO and semis in general. How far do you think this particular Trump Train Wreck will go? Any guesses are appreciated, as well as thoughts on whether to hold, sell or buy more - !
Thanks!

Upvote 3

Read Answer Asked by Dawn on April 16, 2025

• NVIDIA Corporation (NVDA $202.89)
  • $202.89 P/E (TTM): 57.27X Cap: $5.03T
  • View NVDA Profile
  • View Questions on NVDA

Q: Nvidia down 6-7% A/H on news will be taking a $5.5B charge on shipping H20 processors to China....banned 9 April by Trump??......your thoughts on ban/charge....and is growth story now gone/limited for Nvda.....is stock now a buy/hold/sell....thx as always, jb

Upvote 9

Read Answer Asked by John on April 16, 2025