Investment Q&A

• Icahn Enterprises L.P. (IEP $8.19)
  • $8.19 Cap: $5.21B
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• Blackstone Inc. (BX $114.14)
  • $114.14 P/E (TTM): 28.59X Cap: $84.71B
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• Carlyle Group Inc (The) - Ordinary Shares (CG $52.50)
  • $52.50 P/E (TTM): 23.68X Cap: $18.96B
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Q: Hi Team,

Could you provide a few U.S stock ideas with the best growth potential in the alternative asset management space or in the REIT space for new RRSP funds?

Thank you

Upvote 0

Read Answer Asked by Keith on February 08, 2021

• Unity Software Inc. (U $20.38)
  • $20.38 Cap: $8.66B
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Q: Good afternoon, in response to an earlier question I believe 5i indicated now would be a good entry point but to wait before adding to an exiting position. Not sure what the difference would be, can you explain further? Also, at what price would you consider this company a good entry point? Thank you.

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Read Answer Asked by Barbara on February 08, 2021

• The Trade Desk Inc. (TTD $25.17)
  • $25.17 P/E (TTM): 27.02X Cap: $11.89B
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• Pinterest Inc. Class A (PINS $19.38)
  • $19.38 P/E (TTM): 28.66X Cap: $12.70B
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Q: Concerning PINS and TTDB..... Both of these are high in your recommendations lately. For growth over the next two years, which would you prefer? Thanks. 5i is by far the best investment I’ve ever made. Dennis

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Read Answer Asked by Dennis on February 08, 2021

• Silicon Motion Technology Corporation (SIMO $122.30)
  • $122.30 P/E (TTM): 45.07X Cap: $4.15B
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Q: Could you please comment on their results, outlook and balance sheet.
It has grown to 6 % of my portfolio. Should I trim it or let it run.

Thanks,
Milan

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Read Answer Asked by Milan on February 08, 2021

• American Tower Corporation (REIT) (AMT $190.80)
  • $190.80 P/E (TTM): 35.29X Cap: $88.92B
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Q: Can you recommend a company which specializes in cell towers (preferably Canadian) I already own BCE. Cheers

Upvote 0

Read Answer Asked by Margot on February 08, 2021

• Sylogist Ltd. (SYZ $3.69)
  • $3.69 Cap: $86M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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• Apple Inc. (AAPL $262.52)
  • $262.52 P/E (TTM): 33.51X Cap: $3.85T
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• Alphabet Inc. (GOOG $303.45)
  • $303.45 P/E (TTM): 28.34X Cap: $3.67T
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• Skyworks Solutions Inc. (SWKS $56.28)
  • $56.28 P/E (TTM): 22.37X Cap: $8.46B
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• Constellation Software Inc. (CSU $2,650.66)
  • $2,650.66 P/E (TTM): 60.17X Cap: $56.17B
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• Descartes Systems Group Inc. (The) (DSG $93.03)
  • $93.03 P/E (TTM): 41.54X Cap: $7.99B
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• Enghouse Systems Limited (ENGH $17.90)
  • $17.90 P/E (TTM): 13.51X Cap: $978M
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• Kinaxis Inc. (KXS $130.09)
  • $130.09 P/E (TTM): 81.3X Cap: $3.65B
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• Agnico Eagle Mines Limited (AEM $318.15)
  • $318.15 P/E (TTM): 28.63X Cap: $159.40B
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• Winpak Ltd. (WPK $47.31)
  • $47.31 P/E (TTM): 15.72X Cap: $2.77B
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• Savaria Corporation (SIS $24.32)
  • $24.32 P/E (TTM): 28.7X Cap: $1.74B
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• Leon's Furniture Limited (LNF $27.38)
  • $27.38 P/E (TTM): 18.01X Cap: $1.88B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X
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• lululemon athletica inc. (LULU $173.21)
  • $173.21 P/E (TTM): 12.26X Cap: $19.55B
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• Five Below Inc. (FIVE $220.52)
  • $220.52 P/E (TTM): 40.05X Cap: $12.22B
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• Veeva Systems Inc. Class A (VEEV $188.48)
  • $188.48 P/E (TTM): 35.37X Cap: $30.56B
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• Real Matters Inc. (REAL $6.10)
  • $6.10 Cap: $454M
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• Xebec Adsorption Inc. (XBC $0.51)
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• Guardant Health Inc. (GH $93.02)
  • $93.02 Cap: $12.23B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.98)
  • $12.98 Cap: $1.74B
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• CrowdStrike Holdings Inc. (CRWD $407.68)
  • $407.68 Cap: $98.67B
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• Mitek Systems Inc. (MITK $15.19)
  • $15.19 P/E (TTM): 42.14X Cap: $672M
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Q: 5i has stated in the past that the above companies have no debt (LNF "very little debt") - is that still the case? If possible, can you please name 5 additional good CAN and 5 US companies that have no debt or very little?
Thanks!

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Read Answer Asked by Grant on February 08, 2021

• Skillz Inc. Class A (SKLZ $3.45)
  • $3.45 Cap: $52M
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Q: Thoughts on the deal between Skillz and the NFL and the future of the company? Good growth name?

Upvote 0

Read Answer Asked by Brett on February 08, 2021

• PENN Entertainment Inc. (PENN $15.27)
  • $15.27 Cap: $2.03B
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• DraftKings Inc. (DKNG $25.43)
  • $25.43 Cap: $12.05B
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Q: Is debit still extremely high for PENN? Is DKNG still sitting on a lot of cash? If you were limited to buying just one, which one would you buy?
Best, Don

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Read Answer Asked by DONALD on February 08, 2021

• Cisco Systems Inc. (CSCO $80.87)
  • $80.87 P/E (TTM): 28.57X Cap: $319.42B
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• QUALCOMM Incorporated (QCOM $139.51)
  • $139.51 P/E (TTM): 27.85X Cap: $148.85B
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• Skyworks Solutions Inc. (SWKS $56.28)
  • $56.28 P/E (TTM): 22.37X Cap: $8.46B
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• American Tower Corporation (REIT) (AMT $190.80)
  • $190.80 P/E (TTM): 35.29X Cap: $88.92B
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• Crown Castle Inc. (CCI $91.15)
  • $91.15 P/E (TTM): 89.37X Cap: $39.74B
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• CalAmp Corp. (CAMP)
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Q: Do you have any recommendations on 5 G stocks

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Read Answer Asked by Donald on February 08, 2021

Q: According to my very superficial analysis ARKK and ARKW have at least 6 stocks of the major holdings that are held by both funds: TSLA,ROKU,SQ,TDOC,PSTG and SPOT. Is owning both necessary?Is there enough of a difference? Thanks.

Upvote 0

Read Answer Asked by Paul on February 08, 2021

• Lockheed Martin Corporation (LMT $664.48)
  • $664.48 P/E (TTM): 31.49X Cap: $152.88B
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Q: Looking to add a defense company to my long term holdings...wondering what your company preference would be for a 10 year + hold. Thank you!

Upvote 0

Read Answer Asked by Peter on February 08, 2021

• Cisco Systems Inc. (CSCO $80.87)
  • $80.87 P/E (TTM): 28.57X Cap: $319.42B
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• Skyworks Solutions Inc. (SWKS $56.28)
  • $56.28 P/E (TTM): 22.37X Cap: $8.46B
  • View SWKS Profile
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• American Tower Corporation (REIT) (AMT $190.80)
  • $190.80 P/E (TTM): 35.29X Cap: $88.92B
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• Crown Castle Inc. (CCI $91.15)
  • $91.15 P/E (TTM): 89.37X Cap: $39.74B
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• Limelight Networks Inc. (LLNW)
  • P/E (TTM): -7.2X Cap: $364M
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• CalAmp Corp. (CAMP)
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• Inseego Corp. (INSG $11.47)
  • $11.47 Cap: $186M
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• Ericsson (ERIC $11.41)
  • $11.41 P/E (TTM): 0.5X Cap: $17.11B
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Q: Hi 5i , 5G: Can you please pick the best 3 of these Co., best first.
thank you!
F

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Read Answer Asked by Fernando on February 08, 2021

• NVIDIA Corporation (NVDA $183.04)
  • $183.04 P/E (TTM): 37.24X Cap: $4.44T
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• The Trade Desk Inc. (TTD $25.17)
  • $25.17 P/E (TTM): 27.02X Cap: $11.89B
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• Roku Inc. (ROKU $97.51)
  • $97.51 Cap: $13.86B
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• CrowdStrike Holdings Inc. (CRWD $407.68)
  • $407.68 Cap: $98.67B
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• Digital Turbine Inc. (APPS $4.29)
  • $4.29 Cap: $514M
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• Unity Software Inc. (U $20.38)
  • $20.38 Cap: $8.66B
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Q: Hi,
I'm now down 25% on Unity. Is it time to run to something else?
If so, what 5 names would you recommend?
Thanks

Upvote 0

Read Answer Asked by Marco on February 08, 2021

• Kohl's Corporation (KSS $15.29)
  • $15.29 P/E (TTM): 9.0X Cap: $1.72B
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Q: Do you consider Kohls worth holding? The company pays a good dividend but does it offer potential for moderate growth? I own about 1/2 as position.
This is the question I asked in Oct 2019. Litte did we know what 2020 would bring. I have held on to this stock thinking it might recover. The stock price has recovered well. It appears the company has returned to positive earnings. Not sure when the company will begin paying a dividend.
Is this stock worth holding or should I move on?
Thank you for your great service.
Stephen

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Read Answer Asked by J Stephen on February 08, 2021

• PENN Entertainment Inc. (PENN $15.27)
  • $15.27 Cap: $2.03B
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• DraftKings Inc. (DKNG $25.43)
  • $25.43 Cap: $12.05B
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Q: Dear 5i
I`m reading that sports betting will grow at a rapid rate over the next 3-5 years or more . That being said , i`m contemplating between PENN and DKNG as two good choices . I'm seeing that Penn has a much better growth rate than DKNG so I'm leaning that way . Would you agree with this or would you recommend something else ?
Thanks
Bill C

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Read Answer Asked by Bill on February 08, 2021

• PAR Technology Corporation (PAR $18.67)
  • $18.67 Cap: $674M
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Q: PAR seems to have good momentum in the past year. What is your opinion of the company? Is their any comparison to LSPD?
John

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Read Answer Asked by John on February 08, 2021

• Salesforce Inc. (CRM $193.08)
  • $193.08 P/E (TTM): 26.17X Cap: $178.21B
  • View CRM Profile
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Q: Hello 5i
I have noticed that CRM doesn't show up in the disclaimer at the bottom of any 5i answers. Maybe I'm reading too much into this but is there a peer of CRM that you "like" more?
Thanks
Dave

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Read Answer Asked by Dave on February 08, 2021

• Algoma Central Corporation (ALC $23.85)
  • $23.85 P/E (TTM): 9.22X Cap: $967M
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• Danaos Corporation (DAC $113.22)
  • $113.22 Cap: $2.06B
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• International Seaways Inc. (INSW $75.44)
  • $75.44 P/E (TTM): 12.28X Cap: $3.43B
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Q: I was wondering if there are any shipping container companies that you would recommend for investment consideration?
Canadian options?
Thanks, Calvin

Upvote 1

Read Answer Asked by Calvin on February 08, 2021

• Franco-Nevada Corporation (FNV $357.63)
  • $357.63 P/E (TTM): 55.32X Cap: $68.94B
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• Agnico Eagle Mines Limited (AEM $318.15)
  • $318.15 P/E (TTM): 28.63X Cap: $159.40B
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• Strategy Inc (MSTR $146.44)
  • $146.44 Cap: $48.87B
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Q: Which of the 2 above gold companies do you prefer for a 5 year hold?
May I have your opinion on Mstr as a speculative buy.
Thank you

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Read Answer Asked by Terry on February 08, 2021

• Zomedica Pharmaceuticals Corp. (ZOM $0.29)
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• Trupanion Inc. (TRUP $28.01)
  • $28.01 P/E (TTM): 59.36X Cap: $1.21B
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Q: This stock has moved to the american exchange and has quite a run lately, what do you think of it.

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Read Answer Asked by don on February 08, 2021