Investment Q&A

• Tesla Inc. (TSLA $313.51)
  • $313.51 Fwd P/E: 172.26X Cap: $1T
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• ServiceNow Inc. (NOW $938.78)
  • $938.78 Fwd P/E: 127.38X Cap: $194.32B
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• MercadoLibre Inc. (MELI $2,387.45)
  • $2,387.45 Fwd P/E: 58.73X Cap: $121.03B
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• Arista Networks Inc. (ANET $108.57)
  • $108.57 Fwd P/E: 45.81X Cap: $136.35B
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Q: Motley Fool published its Top 10 stocks to buy now/ as of January

I have followed most of them for too long …..watching them go up. So, for me its buy now or wait for pullbacks which hasn’t worked so far.

My 4 favourites of the 10 are: Meli #1….NOW #2…ANET #7…TSLA …#3

Can I have 5i’s perspective please. Thank you.

Upvote 4

Read Answer Asked by Donald on February 12, 2024

• Lumine Group Inc. (LMN $51.88)
  • $51.88 Cap: $13.31B
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Q: What will be the effect if any to the common shares with mandatory redemption of preferred shares announced late day Friday ?

Upvote 8

Read Answer Asked by Steve on February 12, 2024

• Kinaxis Inc. (KXS $195.99)
  • $195.99 Fwd P/E: 421.76X Cap: $5.50B
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Q: KXS shares are basically flat over that past four years. Yet the company continues to grow nicely quarter after quarter and the balance sheet is strong. So the fundamentals look really good. This would imply major valuation compression. Can you please comment on the valuation four years ago compared to today? How does the current valuation compare to their industry and software sector?

Thanks.

Upvote 12

Read Answer Asked by Joel on February 12, 2024

• Fastly Inc. Class A (FSLY $6.71)
  • $6.71 Cap: $971M
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Q: Up 202% on FSLY . I am trying to decide whether to trim or hold having been burned by this stock in the past. Is this now a hold and celebrate the turnaround or are their any worrying negatives you see in their recent improved performance.

John

Upvote 1

Read Answer Asked by JOHN on February 09, 2024

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.70)
  • $15.70 Cap: $2.15B
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Q: After reading your response to earnings, I was surprised by the sell off. Things looked pretty good but I guess the market wants more, and quicker. What's your take on things after the sell off? Was the size of it justified? Buy, hold or sell?

Upvote 9

Read Answer Asked on February 09, 2024

• NVIDIA Corporation (NVDA $164.92)
  • $164.92 Fwd P/E: 53.2X Cap: $4.02T
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• Advanced Micro Devices Inc. (AMD $146.42)
  • $146.42 Fwd P/E: 106.88X Cap: $237.40B
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Q: I own AMD but not NVDA. I believe that NVDA has a better growth profile and was thinking of a straight-up switch. I hold AMD in an RRSP account so there wouldn't be any tax consequences. Does this make sense?

Upvote 10

Read Answer Asked by Brendan on February 09, 2024

• NVIDIA Corporation (NVDA $164.92)
  • $164.92 Fwd P/E: 53.2X Cap: $4.02T
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Q: Good morning,

Just curious. In your opinion, do you suspect that Nividia will announce a stock split sometime this year? I sort of recall the last one was around $500 a few years ago.

Thank you

Upvote 8

Read Answer Asked by Sandra on February 08, 2024

• Meta Platforms Inc. (META $717.51)
  • $717.51 Fwd P/E: 28.05X Cap: $1.80T
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• Alphabet Inc. (GOOG $181.31)
  • $181.31 Fwd P/E: 20.24X Cap: $2.20T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.42)
  • $153.42 Fwd P/E: 92.01X Cap: $199.04B
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Q: any particular reason for the recent run up in Shopify?

Upvote 12

Read Answer Asked by Mike on February 08, 2024

• Celestica Inc. (CLS $220.38)
  • $220.38 Fwd P/E: 46.07X Cap: $25.34B
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Q: your thoughts on Celestica. In my daughters TFSA account up 435%.. 15% of her holdings.. thank you..

Upvote 6

Read Answer Asked by Jim on February 08, 2024

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.70)
  • $15.70 Cap: $2.15B
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Q: Comments on recent quarter? Are things turning around here?
Thanks

Upvote 15

Read Answer Asked by sean on February 08, 2024

• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: Hi guys,

I'm down a ton on NVEI, time to move on or hold for a few more quarters to see if things improve.

Thanks

Jim

Upvote 7

Read Answer Asked by jim on February 08, 2024

• Enghouse Systems Limited (ENGH $22.97)
  • $22.97 Fwd P/E: 16.18X Cap: $1.26B
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Q: I have this in a registered account. Do you see a better oportunity. looking for capital growth more than revenues. what would you suggest, sector not imprtant.
Thank you

Upvote 3

Read Answer Asked by francois on February 08, 2024

• Lumine Group Inc. (LMN $51.88)
  • $51.88 Cap: $13.31B
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Q: You replied to an earlier question "In the first nine months of 2023, LMN revenue rose 86%, almost all (ex 1%) from acquisitions. "
How does Lumine finance itself and with little organic growth how does it be profitable?
Thank You
Peter

Upvote 13

Read Answer Asked by Peter on February 08, 2024

• Meta Platforms Inc. (META $717.51)
  • $717.51 Fwd P/E: 28.05X Cap: $1.80T
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• NVIDIA Corporation (NVDA $164.92)
  • $164.92 Fwd P/E: 53.2X Cap: $4.02T
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• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $157.20)
  • $157.20 Fwd P/E: 72.82X Cap: $2.35B
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• Invesco S&P 500 Equal Weight ETF (RSP $184.42)
  • $184.42 Fwd P/E: 20.81X Cap: $73B
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• Super Micro Computer Inc. (SMCI $49.24)
  • $49.24 Fwd P/E: 27.13X Cap: $29.38B
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• Arm Holdings plc (ARM $145.94)
  • $145.94 Fwd P/E: 194.59X Cap: $154.58B
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Q: With recent gain in tech sector, are you concerned with valuations getting stretched. Is there some kind of euphoria being building which draws some parallel to 2000 tech bubble. Like 20-30% jump on META, NVDA, SMCI, ARM. Is there a suggested to mitigate risk while maintaining decent exposure. Thanks

Upvote 16

Read Answer Asked by RUPINDER on February 08, 2024

• CI Tech Giants Covered Call ETF (TXF $20.75)
  • $20.75 Fwd P/E: 33.46X Cap: $637M
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Q: Hi team,

Following your response on TXF, what are your views on MAGS-Q ?

Otherwise, what is the best ETF for growth containing the Magnificent Seven ?

Gratefully,

Jacques IDS

Upvote 3

Read Answer Asked by Jacques on February 08, 2024

• CI Tech Giants Covered Call ETF (TXF $20.75)
  • $20.75 Fwd P/E: 33.46X Cap: $637M
  • View TXF Profile
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Q: Would you trim or keep this ETF as is in view of active management and equal placement of these big tech companies in this particular ETF ? In view of high valuations of the seven largest tech companies would the decline of this ETF would be less then the NASDQ index?
Miroslaw

Upvote 3

Read Answer Asked by Miroslaw on February 07, 2024

• Perion Network Ltd (PERI $11.02)
  • $11.02 Cap: $496M
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Q: I was in process of building my position in PERI after reading some positive answers on this, inspite of getting bitten big time with other adtech ex ILLM.TO & APPS my current average CP is above where PERI is trading now.
Should I continue with my process to add to what I have, or this is another DOG within adtech just sell this and move ON

Upvote 2

Read Answer Asked by Francis on February 07, 2024

• Fortinet Inc. (FTNT $99.06)
  • $99.06 Fwd P/E: 40.77X Cap: $75.82B
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• CrowdStrike Holdings Inc. (CRWD $478.45)
  • $478.45 Cap: $119.25B
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Q: Hello,

Looking for insight on CRWD. I'm not a fan of selling just because 'something is up.' But with this recent surge would you recommending continuing holding a full position or selling/trimming here?

Thank you.

Upvote 3

Read Answer Asked by Satish on February 07, 2024

• Constellation Software Inc. (CSU $4,888.06)
  • $4,888.06 Fwd P/E: 102.3X Cap: $103.58B
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Q: Hi, Constellation Software stock has been in an uptrend and rising steadily to new highs, recently, without any significant resistance along the way. After a $200 pullback this week with no news, do you consider it a good opportunity to add to an existing position ? Thanks

Upvote 16

Read Answer Asked by rajeev on February 07, 2024

• NVIDIA Corporation (NVDA $164.92)
  • $164.92 Fwd P/E: 53.2X Cap: $4.02T
  • View NVDA Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.42)
  • $153.42 Fwd P/E: 92.01X Cap: $199.04B
  • View SHOP Profile
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• WELL Health Technologies Corp. (WELL $4.67)
  • $4.67 Cap: $1.16B
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Q: Which of these three stocks have the best potential for growth over the next year or two, disregarding any risks etc. I do realize it's a short time horizon, thanks?

Upvote 15

Read Answer Asked by Pat on February 07, 2024