Investment Q&A

• Cisco Systems Inc. (CSCO)
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Q: Hello 5i
I'm considering raising funds through a 1/3 sale of my CSCO holding. Now that the Splunk acquisition has closed, would you expect this to be sufficiently needle moving (ie wait on the sale) or not ?

Thanks

Upvote 3

Read Answer Asked by mike on March 22, 2024

• Celestica Inc. (CLS)
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Q: Hi There Would there be any reason for the drop in Celestica shares lately . Could you comment on it going forward ? thanks Larry

Upvote 6

Read Answer Asked by Larry on March 21, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Can you comment of report that SHOP CEO is up for a $200m stock bonus? The Globe mentions it may be based on performance of the stock price itself. Does the CEO need this type of incentive considering he already owns 40% of the company?

Upvote 5

Read Answer Asked on March 21, 2024

• Advanced Micro Devices Inc. (AMD)
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Q: Why it keeps falling.

Thanks,
Milan

Upvote 4

Read Answer Asked by Milan on March 21, 2024

• NVIDIA Corporation (NVDA)
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Q: I keep reading and stock keeps growing. Would you buy at current price, as likely not getting a pull back and what weighting would you consider. Cheers!

Upvote 8

Read Answer Asked by Steven on March 21, 2024

• Lumine Group Inc. (LMN)
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Q: Assume that you've come across LMN's annual report. You have no idea the name of the company and its attachment to CSU. You area also aware of past metrics, and other numbers - the short history that it has.

Question - based on seeing these numbers, what do you see as a reasonable P/C and P/S valuation (or any other better valuation metric) for this unknown company in an assumed economic slowdown....just roughly. Thanks.

Upvote 26

Read Answer Asked by James on March 20, 2024

• GigaCloud Technology Inc (GCT)
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Q: Would you please provide your thoughts on GCT and its recent earnings. Seems odd that it advanced significantly immediately after the earnings were announced, and then the next trading day it gives back all the gains, and is now lower than the day prior to the earnings announcement.

Upvote 3

Read Answer Asked by Richard on March 20, 2024

• Palantir Technologies Inc. (PLTR)
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Q: I know you hold Palantir. Do you think it's over valued at this price? It seems like a promising company with intriguing software but I worry about buying it at this valuation. Thanks,

Jason

Upvote 7

Read Answer Asked by Jason on March 20, 2024

• Converge Technology Solutions Corp. (CTS)
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Q: Hi there, todays news that CTS was awarded 2024 Nvidia Networking Partner of the Year as well as the Canadian Partner of the Year confirms they are deeply involved with Nvidia.

Does this really mean much? I'm sure it definitely brings more awareness of CTS.

But do these types of recognition awards increase business/sales, etc? Especially considering Nvidia is talked about everywhere and all the time now.

Thanks!

Upvote 11

Read Answer Asked by Hussein on March 20, 2024

• Microsoft Corporation (MSFT)
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• QUALCOMM Incorporated (QCOM)
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• International Business Machines Corporation (IBM)
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• Mastercard Incorporated (MA)
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• Motorola Solutions Inc. (MSI)
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• Oracle Corporation (ORCL)
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Q: Hi Peter can you provide opinion on TDV etf. What are your thoughts of it price and quality?

Upvote 4

Read Answer Asked by Frank on March 20, 2024

Q: Would you comment, please, on the Reddit IPO. Is it a good prospect and what would be your expectations. Thanks.

Upvote 2

Read Answer Asked by Sylvia on March 20, 2024

• Super Micro Computer Inc. (SMCI)
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Q: Good morning,

Can I get your assessment on the new shares issued at $875? Where do you think this stock goes from here, and would you rate it buy, sell or hold? Thanks.

Upvote 8

Read Answer Asked by Bradley on March 20, 2024

• Dye & Durham Limited (DND)
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Q: Engine Capital bought into PKI and did wonders for the stock price Now they bought a 5.3% holding in DND. What do you think of the transaction? Can I hope for similiar results to PKI?

Upvote 3

Read Answer Asked by Gerald on March 20, 2024

• Datadog Inc. (DDOG)
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• Snowflake Inc. Class A (SNOW)
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• Applovin Corporation (APP)
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• UiPath Inc. Class A (PATH)
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• Confluent Inc. (CFLT)
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Q: Hi, could I have your updated opinion on CFLT please? I don't see recent questions on it - I have a small position and need to top up or sell. Could you possibly rank compared to DDOG, PATH, SNOW, APP

Upvote 5

Read Answer Asked by Kel on March 20, 2024

• Palo Alto Networks Inc. (PANW)
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• Zscaler Inc. (ZS)
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• CrowdStrike Holdings Inc. (CRWD)
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• Cloudflare Inc. Class A (NET)
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Q: On the software security front, my opinion is that the general, PANW is slipping a bit and being reigned in by CRWD, NET, ZS. What is your opinion on these, and also S? Could you please rank for growth over the next 5 years?

Upvote 4

Read Answer Asked by Kel on March 19, 2024

Q: Can I have your thoughts on RGTI and quantum computing in general. Thank-you.

Upvote 1

Read Answer Asked by Alex on March 19, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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• Constellation Software Inc. (CSU)
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• Descartes Systems Group Inc. (The) (DSG)
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• Open Text Corporation (OTEX)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: In your opinion, which five(5) Canadian companies are best positioned to increase their net value because of Ai? Thank you!

Upvote 20

Read Answer Asked by Pat on March 19, 2024

• Advanced Micro Devices Inc. (AMD)
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Q: In your previous answer March 15, 5i said the P/E ratio is about 52 but it looks like about 365 on my bank platform. Could you clarify pls? Also, what is a good price to buy AMD now pls?

Upvote 3

Read Answer Asked by Ron on March 19, 2024

• Evertz Technologies Limited (ET)
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Q: Looks like another double digit growth quarter from Evertz. Thoughts on the quarter and where you think the valuation could go based on the growth we have seen in the past 3 quarters.

Upvote 5

Read Answer Asked by Robert on March 18, 2024

• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• Constellation Software Inc. (CSU)
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• Descartes Systems Group Inc. (The) (DSG)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Elastic N.V. (ESTC)
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• CrowdStrike Holdings Inc. (CRWD)
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• Docebo Inc. (DCBO)
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• Shift4 Payments Inc. Class A (FOUR)
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• Lumine Group Inc. (LMN)
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• Nextracker Inc. (NXT)
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Q: Sorry for asking another tech ranking but I read a question about some of your best ideas currently and I want to mesh with my current holding. Can you please rank the above stocks for purchase/hold today?
Thank you

Upvote 10

Read Answer Asked by Neil on March 18, 2024