Investment Q&A

• Vertiv Holdings LLC Class A (VRT $136.83)
  • $136.83 P/E (TTM): 66.15X Cap: $52.18B
  • View VRT Profile
  • View Questions on VRT
• Palantir Technologies Inc. (PLTR $168.33)
  • $168.33 P/E (TTM): 570.7X Cap: $403.91B
  • View PLTR Profile
  • View Questions on PLTR

Q: I am anxiously waiting a correction to buy these two companies before the year end, given their recent spectacular rise. Is it a realistic approach ? or would you consider a good move to take action now as soon as possible?

Thank you very much

Upvote 5

Read Answer Asked by Gabriel on November 07, 2024

• NVIDIA Corporation (NVDA $170.29)
  • $170.29 P/E (TTM): 57.34X Cap: $4.13T
  • View NVDA Profile
  • View Questions on NVDA
• Vertiv Holdings LLC Class A (VRT $136.83)
  • $136.83 P/E (TTM): 66.15X Cap: $52.18B
  • View VRT Profile
  • View Questions on VRT

Q: At this stage in the game if you had to choose one to hold which would you pick? Or would you go 50-50. Thanks!

Jason

Upvote 5

Read Answer Asked by Jason on November 07, 2024

• Robinhood Markets Inc. (HOOD $118.64)
  • $118.64 P/E (TTM): 58.59X Cap: $103.58B
  • View HOOD Profile
  • View Questions on HOOD

Q: Robinhood had eleven times the usual business last night, They have 24 hour trading . 80,000,000 Americans trade Bitcoin in some way according to Trump and Harris and this is why they backed it. Think of all the votes . Betting on Elections will become a World Wide Event .

24 hour trading 7 days a week will soon be in .

Robinhood will benefit from all this .

I think HOOD is a great Buy. Your comments please RAK

Upvote 3

Read Answer Asked by bob on November 07, 2024

• Constellation Software Inc. (CSU $4,281.59)
  • $4,281.59 P/E (TTM): 106.23X Cap: $92.29B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: What does the market expect from CSU on Friday/
?

Thx

Upvote 6

Read Answer Asked by blake on November 07, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.27)
  • $127.27 P/E (TTM): 16.94X Cap: $28.55B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Descartes Systems Group Inc. (The) (DSG $137.68)
  • $137.68 P/E (TTM): 60.43X Cap: $11.83B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG

Q: Could you compare these two for a 2 to 3 year hold and do you prefer one over the other? Thanx.

Upvote 12

Read Answer Asked by Steve on November 06, 2024

• Constellation Software Inc. (CSU $4,281.59)
  • $4,281.59 P/E (TTM): 106.23X Cap: $92.29B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI $161.71)
  • $161.71 P/E (TTM): 78.65X Cap: $13.47B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $45.50)
  • $45.50 P/E (TTM): 176.14X Cap: $11.57B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Regarding LMN’s latest quarter, how do metrics compare with the early days of CSU and TOI around free cash flow and organic growth since these were the weak spots. Did CSU or TOI experience these same drops or weaknesses and how did they turn it around?
Thanks!

Upvote 14

Read Answer Asked by Keith on November 06, 2024

• Intuitive Surgical Inc. (ISRG $433.66)
  • $433.66 P/E (TTM): 60.44X Cap: $155.45B
  • View ISRG Profile
  • View Questions on ISRG
• AbbVie Inc. (ABBV $220.81)
  • $220.81 P/E (TTM): 104.12X Cap: $382.03B
  • View ABBV Profile
  • View Questions on ABBV

Q: Hi Folks,
Trying to raise some cash in my non registered account. Reducing the number of stocks in the account. Currently have ISRG and ABBV as my health sector holdings and both have done well. I also hold ABBV in my RRSP. All things being equal, which one would you sell. Account is growth focused.
Thanks

Upvote 4

Read Answer Asked by JOHN on November 06, 2024

• MDA Space Ltd. (MDA $32.30)
  • $32.30 P/E (TTM): 35.64X Cap: $4.06B
  • View MDA Profile
  • View Questions on MDA

Q: What is your view of the company after the latest results. Would recommend adding/buying after the jump?
Appreciate your insight, Peter

Upvote 6

Read Answer Asked by Peter on November 06, 2024

• Constellation Software Inc. (CSU $4,281.59)
  • $4,281.59 P/E (TTM): 106.23X Cap: $92.29B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Lumine Group Inc. (LMN $45.50)
  • $45.50 P/E (TTM): 176.14X Cap: $11.57B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: For a 2 to 3 year hold, which company would you buy today LMN or CSU,
and why?

Thanks, Chuck

Upvote 6

Read Answer Asked by Chuck on November 06, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.27)
  • $127.27 P/E (TTM): 16.94X Cap: $28.55B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Thomson Reuters Corporation (TRI $232.90)
  • $232.90 P/E (TTM): 47.21X Cap: $104.96B
  • View TRI Profile
  • View Questions on TRI
• Lumine Group Inc. (LMN $45.50)
  • $45.50 P/E (TTM): 176.14X Cap: $11.57B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: I plan on adding to two of these companies for a 3 to 5 year hold. Please give your rankings from best downwards (with a few comments as to your reasoning)
Thanks. ram

Upvote 11

Read Answer Asked by Ray on November 06, 2024

• UiPath Inc. Class A (PATH $11.82)
  • $11.82 Cap: $6.14B
  • View PATH Profile
  • View Questions on PATH

Q: Hello 5iR,
Path has been recommended on BNN. Would it be a good time to buy some?
Your opinion of this company is appreciated. Thank you. Cheers.

Upvote 2

Read Answer Asked by Hans on November 06, 2024

• Constellation Software Inc. (CSU $4,281.59)
  • $4,281.59 P/E (TTM): 106.23X Cap: $92.29B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: How worried (and why) are you about the Earnings coming out on Friday for CSU?

Upvote 4

Read Answer Asked by Doug on November 05, 2024

• Astera Labs Inc. (ALAB $249.38)
  • $249.38 P/E (TTM): 140.18X Cap: $41.45B
  • View ALAB Profile
  • View Questions on ALAB

Q: Wow, big jump in stock price. Any new thoughts on adding to a small position?

Upvote 2

Read Answer Asked by Shelley on November 05, 2024

• Lumine Group Inc. (LMN $45.50)
  • $45.50 P/E (TTM): 176.14X Cap: $11.57B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Confused about LMN. Results weren't great. 5i warned before market opened on Monday that direction of stock was in doubt so you suggested a hold rating. Then on Monday, LMN increases 11% on decent volume for the stock. What gives? What positives do others see? Did 'new' news come out? I realize being an off shoot of CSU is a big plus.

Upvote 15

Read Answer Asked on November 05, 2024

• Lumine Group Inc. (LMN $45.50)
  • $45.50 P/E (TTM): 176.14X Cap: $11.57B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Hi 5i Team - A link from Yahoo Finance on news for Lumine today took me to Simply Wall Street which raised three concerns for the company: 1) Earnings have declined by about 80% per year over the past 5 years; 2) Shareholders have been substantially diluted in the past year; 3) There has been significant insider selling over the past 3 months.
For number 1) how reliable is this information especially considering Lumine has only been around for less than two years. In fact how reliable is any of this information including the website itself. Could you provide your reaction to each of these three concerns. Thanks.

Upvote 13

Read Answer Asked by Rob on November 05, 2024

• NVIDIA Corporation (NVDA $170.29)
  • $170.29 P/E (TTM): 57.34X Cap: $4.13T
  • View NVDA Profile
  • View Questions on NVDA
• Arm Holdings plc (ARM $153.37)
  • $153.37 P/E (TTM): 205.15X Cap: $159.56B
  • View ARM Profile
  • View Questions on ARM

Q: I own small positions in both companies: ARM and NVDA, and I am in the green on both...

- I like them both...

- Please add 2 cent comments on both...

- Would you Add to Both or Just One at this point...Or??

Thanks,
M

Upvote 5

Read Answer Asked by michael on November 05, 2024

• Coveo Solutions Inc. Subordinate voting shares (CVO $9.21)
  • $9.21 Cap: $883M
  • View CVO Profile
  • View Questions on CVO

Q: this company seems to be winning awards and new business , but very volatile.
does the future look brighter ?

Upvote 1

Read Answer Asked by Tom on November 05, 2024

• Thinkific Labs Inc. Common Shares (THNC $1.97)
  • $1.97 P/E (TTM): 52.15X Cap: $134M
  • View THNC Profile
  • View Questions on THNC

Q: is this company worth hanging on to ?

Upvote 2

Read Answer Asked by Tom on November 05, 2024

• FREYR Battery Inc. (FREY)
  • Cap: $226M
  • View FREY Profile
  • View Questions on FREY

Q: does the future look positive for this company ?

Upvote 1

Read Answer Asked by Tom on November 05, 2024

• Microsoft Corporation (MSFT $510.02)
  • $510.02 P/E (TTM): 37.78X Cap: $3.79T
  • View MSFT Profile
  • View Questions on MSFT

Q: Has Microsoft become a company that is Too Big To Fail?
- They have so many tentacles that seem attractive going forward...

- I own a small position, but want to Add more...

What do you see as Potential problems going forward, If Any...Other than normal market blips...

Thanks,
M

Upvote 7

Read Answer Asked by michael on November 05, 2024