Investment Q&A

• Alphabet Inc. (GOOG)
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• Pure Storage Inc. Class A (PSTG)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Following your answer to Dan about LSPD risks and potential, you say that there is a better place for capital in tech. What would be your top picks to replace LSPD? Thanks

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Read Answer Asked by Gilles on August 23, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: What, in your opinion, is your outlook for Lightspeed over the next three years? What level of risk would it be in conservative portfolio from 1-10. One being low risk.
Thanks as always.

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Read Answer Asked by Dan on August 23, 2023

• Twilio Inc. Class A (TWLO)
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Q: Hi. What's your opinion regarding starting a position Twilio? thx. J

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Read Answer Asked by John on August 22, 2023

• Amazon.com Inc. (AMZN)
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• Costco Wholesale Corporation (COST)
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• Alphabet Inc. (GOOG)
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• Visa Inc. (V)
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• Constellation Software Inc. (CSU)
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• SPDR S&P 500 ETF Trust (SPY)
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• INVESCO QQQ Trust (QQQ)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: Hi Team,
For an 18 year old who just opened their TFSA and starting with $6500, what stocks or ETFs (CDN and/or US) would you start with? There are no trading fees so there is no worry to buy 10 names if that is the best way forward.
Thanks

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Read Answer Asked by Marco on August 22, 2023

• Constellation Software Inc. (CSU)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Topicus.com Inc. (TOI)
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Q: CSU never dropped to the extent of these stocks in 2022. Why might that be?

Thx

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Read Answer Asked by blake on August 22, 2023

• NVIDIA Corporation (NVDA)
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Q: I know you like NVIDEA but curious on how you would handle (trading strategy?) all the hype heading into their earnings release on Wednesday?

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Read Answer Asked by Marty on August 22, 2023

• Constellation Software Inc. (CSU)
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Q: Could you explain what warrants are, why are they issued and how they help the company/ and or shareholders? I
I don't have any debentures so I gather from a previous question we don't do anything about them.
Thanks
Jeff

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Read Answer Asked by JEFF on August 22, 2023

• Uber Technologies Inc. (UBER)
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Q: What is your outlook for the short to medium term ( 5 years) now that they have become profitable

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Read Answer Asked by Doug on August 21, 2023

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
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• INVESCO QQQ Trust (QQQ)
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• Global X Nasdaq-100 Index Corporate Class ETF (HXQ)
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Q: Have a small position in ZQQ and an almost full in HXQ. For an RRSP which would be your choice of those 2? or another?

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Read Answer Asked by Carlos on August 21, 2023

• Etsy Inc. (ETSY)
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Q: May we please have your updated analysis on this company's future prospects in terms of runway for growth. Any concerns about the balance sheet? Would you continue to hold?

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Read Answer Asked by Barbara on August 18, 2023

• Constellation Software Inc. (CSU)
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• Topicus.com Inc. (TOI)
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• Lumine Group Inc. (LMN)
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Q: Hi
Wondering if these two companies are moving along on much the same pathway as CSU was in its infancy, wrt valuation metrics, trading volumes, share price, market cap etc?
Also why is LMN trading twice as many shares per day then TOI given TOI market cap is 8x LMN? Is it more well known even this early? Why is the volume so low?

Thanks
Jeff

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Read Answer Asked by JEFF on August 18, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI)
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Q: hi,
who are this companies direct competitors? how much debt does Nuvei have, and do you feel comfortable that it can service this debt with their current earnings? also, do you think it could be a take over target now?
cheers, chris

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Read Answer Asked by chris on August 18, 2023

• Super Micro Computer Inc. (SMCI)
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Q: did well with SMCI;
i bought back in at 265,my question do you still like and would you buy it here.
the other thing its not that expensive compared to some others like nvda and tsla but that 100 point drop after earnings was scary-why. was that.i thought earnings were excellent
dave

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Read Answer Asked by david on August 18, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI)
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• Lumine Group Inc. (LMN)
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Q: Hello 5i Team
Of the two companies which one would you think has a better growth run way in the next 5 years.
Thanks

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Read Answer Asked by claudio on August 18, 2023

• illumin Holdings Inc. (ILLM)
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Q: Hi 5i, surprised no one has inquired about their quarterly results last week, so here goes. Pls provide comments and any information gleaned from their forward guidance. Also, do you feel this Dutch auction is providing a temporary floor to price, and once gone the downward action will resume? Thx.

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Read Answer Asked by Christopher on August 18, 2023

• Palo Alto Networks Inc. (PANW)
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Q: What do you make of Panw announcing earnings on a Friday. The consensus seems to be bad news is in store. Thanks.

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Read Answer Asked by Jason on August 18, 2023

• Lumine Group Inc. (LMN)
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Q: hi,
can I get your current thoughts on Lumine group as a long term investment-management-debt-earnings etc.... IPO was 16$, now trades higher? usually price goes to at least half IPO price? can you explain this price action? also, I think you have mentioned you like management, can you elaborate a bit, im having trouble understanding why by reading the company website.
cheers, chris

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Read Answer Asked by chris on August 17, 2023

• Telesat Corporation Common and Variable Voting Shares (TSAT)
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Q: A question on Telesat
What are your thoughts on the recent news and run up in this stock... I have always been interested in this and MDA and others in the space sector. Can you provide and updated view on Telesat considering the MDA contract and huge cost savings and specifically the TAM for the LEO satellites seems to be Massive.
Also what other companies would be classified as competitors specifically for Telesat's focus on non-consumer enterprise, government, aviation industries? Starlink is eventually going to offer those services but they focus on residential currently. Thanks!

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Read Answer Asked by Michael on August 17, 2023

• Telesat Corporation Common and Variable Voting Shares (TSAT)
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Q: Hi,

Given the recent news on Telesat Lightspeed, what are your views on the company for a longer term hold (say 5 years or more)? Do you see further upside after the recent share price increase?

Thanks
Paul

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Read Answer Asked by Paul on August 17, 2023

• Constellation Software Inc. (CSU)
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Q: I do not fully understand the special dividend announced. One warrent for each share held? Exercisable when the company exercises their redemption right on the series 1 debenture? Please explain.

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Read Answer Asked by Greg on August 16, 2023