Investment Q&A

• Kinaxis Inc. (KXS)
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Q: I recall a few years ago that Blue Yonder launched a law suit against KXS over some patent issues. Any update on this? Is it an overhanging issue for the company? Do you feel it is weighing on the stock and that investors should be taking this into account?

Thanks.

Upvote 9

Read Answer Asked by Joel on March 05, 2024

• Lumine Group Inc. (LMN)
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Q: Hi Peter

Can you review the LMN results and provide your feedback on the results. Also can you comment on valuation EV/Ebitda and its growth rate relative to expectations.

Thanks for everything

Upvote 34

Read Answer Asked by Frank on March 05, 2024

• Alphabet Inc. (GOOG)
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• Lumine Group Inc. (LMN)
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Q: Hi
Goog vs LMN What is 5I s suggestion for a 5yr + hold for 2024 TFSA contribution ?

Upvote 14

Read Answer Asked by Brant on March 05, 2024

• Palo Alto Networks Inc. (PANW)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Hi,
Would you have any concerns for CRWD's upcoming earnings report? Given that PANW got hit fairly hard after their recent earnings, I am wondering if we might see something similar on CRWD, and whether or not today's drop is a bit of a heads' up something is about the change? Any thoughts you can offer would be much appreciated!
Thanks,
Dawn

Upvote 4

Read Answer Asked by Dawn on March 05, 2024

• NVIDIA Corporation (NVDA)
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Q: How good is Nvidia’s moat to its broader sales clientele, and to what degree could competition or demand fatigue place its top and bottom lines, and by virtue its multiples and stock price, at risk of slow down and potential downside?

Upvote 12

Read Answer Asked by Peter on March 05, 2024

• SPDR Semiconductors ETF (XSD)
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• VanEck Vectors Semiconductor ETF (SMH)
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Q: Is there any ETF that holds semiconductors equally instead of SMH? SMH holds 1/4 in Nvdia.

Thanks for the great service

Upvote 1

Read Answer Asked by Hector on March 04, 2024

• Dell Technologies Inc. Class C (DELL)
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Q: Dell was up 30% today. But I read the PE as only 16. Of course, that was likely before the raise. Would you buy into it now as a relatively solid, stable, but growing tech company?

Upvote 2

Read Answer Asked by John on March 04, 2024

• Lumine Group Inc. (LMN)
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Q: Would you still buy Lumine at today's price for an RESP account to hold for about 8 years?
Thanks

Upvote 14

Read Answer Asked by Kathy on March 04, 2024

• TECSYS Inc. (TCS)
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Q: Hi Peter & 5i,
Would you please give your asessment of TCS' 3rd quarter.
Just started looking at this company from your last growth portfolio update. Would you be able to give what their historical Annual Renewal Rate (ARR) % has been on their contract subscriptions?
Thanks for your always great advice and information.

Upvote 2

Read Answer Asked by Dennis on March 04, 2024

• Lumine Group Inc. (LMN)
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Q: Hi 5i,

Towards what price range would it be realistic to see LMN stock over time if nothing serious gets in the way?

Thanks

Upvote 9

Read Answer Asked by Charles on March 04, 2024

• MARA Holdings Inc. (MARA)
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Q: Thoughts on their earnings?

Upvote 1

Read Answer Asked by Cory on March 04, 2024

• Celestica Inc. (CLS)
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Q: I am investigating CLS as a potential long term investment. In a recent answer to a question, 5i stated that CLS seems to be putting things together much better now. What is CLS putting together much better now, and is it sustainable? How important is AI, to CLS future share price? Could you elaborate on the most major risk to CLS share price? Would you consider CLS a good hold for five plus years?? Thanks for the excellent analysis!

Upvote 7

Read Answer Asked by Greg on March 04, 2024

• Constellation Software Inc. (CSU)
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Q: One of the great things about CSU that makes them “investor friendly” is that they don’t issue shares. If they aren’t raising capital by selling shares, what’s the benefit to the board/company being publicly traded?

Upvote 13

Read Answer Asked by Mike on March 04, 2024

• Amazon.com Inc. (AMZN)
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• Alphabet Inc. (GOOG)
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Q: Looking to sell some Amazon and add Google.

Do you think Google can rebound in the short to medium term? Is there any indication that suggest an improvement in AI offerings? Do you think it's a buy given current valuations or do you think the stock has further to drop?

Upvote 7

Read Answer Asked by Shawn on March 04, 2024

• Apple Inc. (AAPL)
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Q: Does Apple’s giving up on Project Titan make you wonder their vision and research ability is subpar? Now they are switching to AI … seems to me they were following the crowd several years ago on EV and are now following the crowd on AI. Maybe a few years later they will give up on AI. Where is their vision? Thanks,

Upvote 4

Read Answer Asked by Liping on March 04, 2024

• Amazon.com Inc. (AMZN)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• Constellation Software Inc. (CSU)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Elastic N.V. (ESTC)
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• Shift4 Payments Inc. Class A (FOUR)
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• Duolingo Inc. (DUOL)
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• Cellebrite DI Ltd. (CLBT)
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• Lumine Group Inc. (LMN)
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• Nextracker Inc. (NXT)
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Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?

Upvote 14

Read Answer Asked by Neil on March 04, 2024

• ACME Lithium Inc. (ACME)
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Q: Please comment on the financial results of ACM Research (ACMR); your outlook for the company; and whether you'd consider it buyable. Thanks.

Upvote 2

Read Answer Asked by Brent on March 01, 2024

• Okta Inc. (OKTA)
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Q: Could you please comment on their results and outlook?

Thanks,
Milan

Upvote 3

Read Answer Asked by Milan on February 29, 2024

• Lumine Group Inc. (LMN)
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Q: I am anxiously waiting for the earnings report. Do you know when it will be? Why is it so hard to find out when it reports?
Thanks
Jeff

Upvote 12

Read Answer Asked by JEFF on February 29, 2024

• Docebo Inc. (DCBO)
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• Docebo Inc. (DCBO)
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Q: Hello team,

Why would a company such as Docebo be priced so expensively in terms of P/E and price to sales and what about the major competitors in the LMS domain, do they also trade so expensively?

Upvote 8

Read Answer Asked by Adel on February 29, 2024