Investment Q&A

Q: All the Best for 2024 Peter and Team and thanks for another year of great service! For some smaller cap financial diversification pls give your thoughts on the above selections and take as many credits as needed; While COIN is the largest component of ARKF it has a unique picks and shovel position if/as Crypto Mania picks up again; ARKF also has a healthy position in SHOP held seperately; KRE & BR will both benefit if/as rates come down and BR appears to have a moat in its services and the chart looks good.

Q: I’d like to know your opinion on Wayfair (W) please.

Q: Hi 5i,
With the recent jump up in stock price for Lumine, would you expect some price consolidation for a while due to the size of the recent acquisition? Or, after this large purchase, are they still able to carry on with business as usual?

Q: Does GTLB look more interesting now relative to the uncertainty as a new IPO in 2021?

Q: Can you compare Crowdstrike’s valuation to Topicus for me? I know they are in different sectors but I am thinking about deploying long term money into one or the other.

Q: Trying to decide which of the two would have better long term upside. If one could only chose one of these for a 10 year hold, what would it be and why?

Q: I have doubled on GOOG - now 12.5% of portfolio. P/E kind of high? hold or reduce?? Thanks Jim

Q: Hi there,

I'm looking to put my 2024 TFSA money into once concentrated bet. This would be a longterm hold (ie: decades possibly, if the story keeps getting better). Do you think LMN would be a good name that would qualify? If not, what would currently be a better bet?

Thanks!

Q: Hello Peter,
Any idea why topicus is not participating as much as lumine group. The stock seems to be held in the trading range in the low 90s. I thought the fundamentals for topicus was good.. I am still down on topicus and was wondering if i should take a loss and move onto to lumine group. Thanks very much

Q: Peter; Do you see any indication that ,some institutions/ individuals , are selling CSU to buy LMN- and do,you think that’s a reasonable partial switch? Thanks.
And as also a very happy member for many years thanks for all you - and all your employees - who have helped my family with your insights into the market with totally unbiased research. 5i is more like “family” than a brokerage firm . A safe and happy holiday season and I look forward to 2024 with 5i providing the same excellent guidance.
Rod

Q: If you were adding to one of these KXS or DSG which would you chose and why?
Thank you for your insights and help
Peter

Q: Peter,
On CSU pullback what price point would you be looking at to step in?
Last pullback in 2022 lasted almost 6 months. Of course I know history never repeats itself exactly but I am looking for a range at which the stock would be in your view a compelling entry point?

Q: good afternoon,

Can I have your view on this company. Looked at a few reports on it and it doesn't look to compelling. Something else to look at ?

Thanks,

Happy Holidays to the Crew,

Q: My question from October 10, 2023.
“Everyone, I have held LSPD since the summer of 2019 and I bought and sold throughout the last 24 months. My remaining amount is less than 2% so not a significant amount of $. They have $700 million plus in cash; they call EBITDA positive this year; they reduced the head count which lowers expenses; interest rates will be increased once or twice then a wait period and then a slow decline. All positives for the stock price. And the Quebec Pension still owns a large block of shares - they haven’t given up! The stock price seems to have held at this price range, so there is no real material downside risk. SQ and Toast are in the same stock price position, an industry decline not a stock specific decline. In a better market this stock will quickly do a triple from here.. So … buy and wait … or… move on? Clayton”
This past year LSPD has been in a trading range of $17 ish to $15 ish. Today it has moved above that range with heavy volume. Is it time to buy or wait! If you are waiting, what are you waiting for?
Clayton

Q: Hi, Could you comment on this acquisition/carve out deal by Lumine group. Thanks

" 08:44 AM EST, 12/20/2023 (MT Newswires) -- Lumine Group Inc. (LMN.TO), a global buy-and-hold forever acquirer of communications and media software businesses, said Wednesday that, through one of its wholly-owned subsidiaries, it has signed a definitive agreement to buy the Device Management and Service Management Platform businesses from Nokia (NYSE: NOK) for 185 million euros ($270.3 million).

According to a statement, this will mark Lumine Group's second carve-out transaction with the Finnish multinational giant.

After the deal, Lumine Group will restore the Motive brand as the new corporate entity for the Device Management and Service Management Platform services as a stand-alone business unit within Lumine Group.

The total purchase price includes a contingent consideration of up to 35 million euros based on the performance of the business during the first year after close.

The deal is expected to close in the first quarter of 2024."

Thank You

Q: Hi 5i, I believe Microsoft and Google are going to start designing their own AI chips? And maybe sell them as well. Is this going to affect Nvidia’s business?

Q: What are your thoughts on Quis as a micro cap growth opportunity. Desjardins Securities mentioned Quis as a higher risk pick.

Thank you.

David

Q: Hi, Shopify rally, this year has been remarkable this year, and stock continues to have a strong momentum, despite recent downgrades from many US brokerages. Canadian analyst community, though, continue to have a more positive bias.

Stock is up almost 200% from its October 2022 lows. Do you think, it's mostly short covering or company has strong fundamentals for the stock to regain its highs of $200, in due course ?

Why, in your view, are so many US analysts, lukewarm on Shopify ?

Thank You

Q: What are your short term and long term thoughts on Adobe after the Figma fell through

Q: Docebo is exercising a share buyback offer to shareholders of U$55 a share plus a Deemed Dividend of approx. C$10.60. It finished trading today at C$69.28. Do you believe that if I hold the shares for 2 more years, the SP will exceed that offer?

Carl