Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $101.89)
  • $101.89 P/E (TTM): 13.58X Cap: $21.75B
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• Constellation Software Inc. (CSU $2,631.56)
  • $2,631.56 P/E (TTM): 72.86X Cap: $53.31B
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• Celestica Inc. (CLS $524.80)
  • $524.80 P/E (TTM): 50.9X Cap: $60.93B
  • View CLS Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.19)
  • $175.19 P/E (TTM): 123.25X Cap: $211.30B
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• Docebo Inc. (DCBO $22.25)
  • $22.25 P/E (TTM): 11.26X Cap: $619M
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• Propel Holdings Inc. (PRL $21.84)
  • $21.84 P/E (TTM): 10.37X Cap: $853M
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• Lumine Group Inc. (LMN $23.00)
  • $23.00 P/E (TTM): 88.72X Cap: $5.98B
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Q: Hi 5i: I have a small position in LMN. I will add PRL with a pullback??? I would like to add a 3rd Canadian from the tech space.
I would appreciate your recommendation for this addition. Thank you for you your suggestion.

Tom

Upvote 16

Read Answer Asked by Tom on April 25, 2024

• NVIDIA Corporation (NVDA $198.87)
  • $198.87 P/E (TTM): 38.63X Cap: $4.83T
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $101.89)
  • $101.89 P/E (TTM): 13.58X Cap: $21.75B
  • View GIB.A Profile
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  • View Reports on GIB.A
• Constellation Software Inc. (CSU $2,631.56)
  • $2,631.56 P/E (TTM): 72.86X Cap: $53.31B
  • View CSU Profile
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• Celestica Inc. (CLS $524.80)
  • $524.80 P/E (TTM): 50.9X Cap: $60.93B
  • View CLS Profile
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• Descartes Systems Group Inc. (The) (DSG $99.70)
  • $99.70 P/E (TTM): 39.2X Cap: $8.10B
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• Open Text Corporation (OTEX $31.76)
  • $31.76 P/E (TTM): 12.93X Cap: $7.68B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.19)
  • $175.19 P/E (TTM): 123.25X Cap: $211.30B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $71.72)
  • $71.72 P/E (TTM): 54.87X Cap: $721M
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• Blockchain Technologies ETF (HBLK $23.29)
  • $23.29 P/E (TTM): 28.47X Cap: $22M
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• Super Micro Computer Inc. (SMCI $27.29)
  • $27.29 P/E (TTM): 19.1X Cap: $16.29B
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• Global X Big Data & Hardware Index ETF (HBGD.U $42.43)
  • $42.43 P/E (TTM): 30.17X Cap: $27M
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• Coinbase Global Inc (COIN $195.90)
  • $195.90 P/E (TTM): 39.22X Cap: $48.69B
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• CleanSpark Inc. (CLSK)
  • Cap: $2.88B
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• Arm Holdings plc (ARM $159.34)
  • $159.34 P/E (TTM): 210.11X Cap: $170.77B
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Q: Good morning
these three ETFs have stellar one year performance to January 6th according to your March issue of Money Saver magazine. Do you see them topped out for the present or would you still see a buying opportunity here
GUY

Upvote 5

Read Answer Asked by Guy R. on April 15, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.19)
  • $175.19 P/E (TTM): 123.25X Cap: $211.30B
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• Palo Alto Networks Inc. (PANW $164.11)
  • $164.11 P/E (TTM): 89.78X Cap: $131.85B
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• DocuSign Inc. (DOCU $46.84)
  • $46.84 P/E (TTM): 31.76X Cap: $8.67B
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• CrowdStrike Holdings Inc. (CRWD $411.16)
  • $411.16 Cap: $101.06B
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• UiPath Inc. Class A (PATH $10.61)
  • $10.61 P/E (TTM): 19.46X Cap: $5.24B
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Q: Would you recommend buying PATH ( USD 21.40), DOCU (USD 59.25) and SHOP (CAD 98.46) , CRWD (USD 312)and PANW( USD 281) at current valuations?

Upvote 3

Read Answer Asked by V on April 13, 2024

• Amazon.com Inc. (AMZN $248.50)
  • $248.50 P/E (TTM): 33.46X Cap: $2.67T
  • View AMZN Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.19)
  • $175.19 P/E (TTM): 123.25X Cap: $211.30B
  • View SHOP Profile
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Q: Everyone. I own AMZN and SHOP in equal amounts. Should I sell one and use the proceeds to buy the other? If yes which one do I sell? I have a triple gain on AMZN and a six times gain on SHOP.. Clayton
PS only buy the best of the best…

Upvote 7

Read Answer Asked by Clayton on April 12, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.19)
  • $175.19 P/E (TTM): 123.25X Cap: $211.30B
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• Associated Capital Group Inc. (AC)
  • Cap: $652M
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Q: Hi 5i
After inching its way past the $20 mark AC is heading down below $19 today , heavy volumes.... any idea whats happening today.

Shopify seems also to be on a steep downward trajectory...Would you continue to hold. 2 year horizon....What is your current outlook. Would you be strongly interested at these prices $97
thx

Upvote 3

Read Answer Asked by jim on April 12, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.19)
  • $175.19 P/E (TTM): 123.25X Cap: $211.30B
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Q: I see Piper Sandler just issued a SELL rating for SHOP. The stock has been weaker than the overall market the past few weeks. Is there anything out there that is causing the drop? What factors are at play here? Is it still one of your favourites?

Upvote 5

Read Answer Asked on April 11, 2024

• Amazon.com Inc. (AMZN $248.50)
  • $248.50 P/E (TTM): 33.46X Cap: $2.67T
  • View AMZN Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.19)
  • $175.19 P/E (TTM): 123.25X Cap: $211.30B
  • View SHOP Profile
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Q: Good morning

If a person was to choose only one company which do you believe would be the best for a long term investment?
Thks
Marcel

Upvote 4

Read Answer Asked by Marcel on April 05, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.19)
  • $175.19 P/E (TTM): 123.25X Cap: $211.30B
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Q: Any reason for SHOP big price drop today ( Wednesday ) ? Thanks a lot.

Upvote 7

Read Answer Asked by Lai Kuen on April 03, 2024

• Knight Therapeutics Inc. (GUD $7.74)
  • $7.74 Cap: $743M
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.19)
  • $175.19 P/E (TTM): 123.25X Cap: $211.30B
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Q: Hello Peter,
Can you please comment on Well health and knight's results? Also, what would be good entry point for Shopify? Thanks very much.

Upvote 6

Read Answer Asked by umedali on March 22, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.19)
  • $175.19 P/E (TTM): 123.25X Cap: $211.30B
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Q: Can you comment of report that SHOP CEO is up for a $200m stock bonus? The Globe mentions it may be based on performance of the stock price itself. Does the CEO need this type of incentive considering he already owns 40% of the company?

Upvote 5

Read Answer Asked on March 21, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $101.89)
  • $101.89 P/E (TTM): 13.58X Cap: $21.75B
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• Constellation Software Inc. (CSU $2,631.56)
  • $2,631.56 P/E (TTM): 72.86X Cap: $53.31B
  • View CSU Profile
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• Descartes Systems Group Inc. (The) (DSG $99.70)
  • $99.70 P/E (TTM): 39.2X Cap: $8.10B
  • View DSG Profile
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• Open Text Corporation (OTEX $31.76)
  • $31.76 P/E (TTM): 12.93X Cap: $7.68B
  • View OTEX Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.19)
  • $175.19 P/E (TTM): 123.25X Cap: $211.30B
  • View SHOP Profile
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  • View Reports on SHOP

Q: In your opinion, which five(5) Canadian companies are best positioned to increase their net value because of Ai? Thank you!

Upvote 20

Read Answer Asked by Pat on March 19, 2024

• Microsoft Corporation (MSFT $411.22)
  • $411.22 P/E (TTM): 24.04X Cap: $2.91T
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• NVIDIA Corporation (NVDA $198.87)
  • $198.87 P/E (TTM): 38.63X Cap: $4.83T
  • View NVDA Profile
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• Constellation Software Inc. (CSU $2,631.56)
  • $2,631.56 P/E (TTM): 72.86X Cap: $53.31B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $99.70)
  • $99.70 P/E (TTM): 39.2X Cap: $8.10B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.19)
  • $175.19 P/E (TTM): 123.25X Cap: $211.30B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Elastic N.V. (ESTC $47.51)
  • $47.51 Cap: $4.69B
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• CrowdStrike Holdings Inc. (CRWD $411.16)
  • $411.16 Cap: $101.06B
  • View CRWD Profile
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• Docebo Inc. (DCBO $22.25)
  • $22.25 P/E (TTM): 11.26X Cap: $619M
  • View DCBO Profile
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• Shift4 Payments Inc. Class A (FOUR $48.01)
  • $48.01 P/E (TTM): 63.2X Cap: $3.80B
  • View FOUR Profile
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• Lumine Group Inc. (LMN $23.00)
  • $23.00 P/E (TTM): 88.72X Cap: $5.98B
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• Nextpower Inc. (NXT $110.12)
  • $110.12 P/E (TTM): 28.53X Cap: $17.06B
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Q: Sorry for asking another tech ranking but I read a question about some of your best ideas currently and I want to mesh with my current holding. Can you please rank the above stocks for purchase/hold today?
Thank you

Upvote 10

Read Answer Asked by Neil on March 18, 2024

• Descartes Systems Group Inc. (The) (DSG $99.70)
  • $99.70 P/E (TTM): 39.2X Cap: $8.10B
  • View DSG Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.19)
  • $175.19 P/E (TTM): 123.25X Cap: $211.30B
  • View SHOP Profile
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  • View Reports on SHOP
• Kurv Google (GOOGL) 2x Long ETF (UGOO)
  • View UGOO Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.93)
  • $63.93 P/E (TTM): 80.63X Cap: $140.37B
  • View BN Profile
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• Lumine Group Inc. (LMN $23.00)
  • $23.00 P/E (TTM): 88.72X Cap: $5.98B
  • View LMN Profile
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Q: Given a 3-5 year period, please list the above stocks from best to least for growth.

Very much appreciate your service.

Howard

Upvote 16

Read Answer Asked by Howard on March 13, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.19)
  • $175.19 P/E (TTM): 123.25X Cap: $211.30B
  • View SHOP Profile
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Q: Why huge surge this morning (Friday ) ? Thanks a lot

Upvote 4

Read Answer Asked by Lai Kuen on March 08, 2024

• Celestica Inc. (CLS $524.80)
  • $524.80 P/E (TTM): 50.9X Cap: $60.93B
  • View CLS Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.19)
  • $175.19 P/E (TTM): 123.25X Cap: $211.30B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • View NVEI Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $63.93)
  • $63.93 P/E (TTM): 80.63X Cap: $140.37B
  • View BN Profile
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• Lumine Group Inc. (LMN $23.00)
  • $23.00 P/E (TTM): 88.72X Cap: $5.98B
  • View LMN Profile
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Q: Hi Team,
I have a small amount of Nvei left in my portfolio. I was looking at selling the remaining shares and adding to one of the following names : LMN, Shop, Bn, or CLS would be a “new” buy. Which would you recommend buying today ? Long term share price appreciation in mind here.

Thanks ,
Shane

Upvote 22

Read Answer Asked by Shane on March 06, 2024

• Constellation Software Inc. (CSU $2,631.56)
  • $2,631.56 P/E (TTM): 72.86X Cap: $53.31B
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• WSP Global Inc. (WSP $228.30)
  • $228.30 P/E (TTM): 29.81X Cap: $30.37B
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• Celestica Inc. (CLS $524.80)
  • $524.80 P/E (TTM): 50.9X Cap: $60.93B
  • View CLS Profile
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• Descartes Systems Group Inc. (The) (DSG $99.70)
  • $99.70 P/E (TTM): 39.2X Cap: $8.10B
  • View DSG Profile
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  • View Reports on DSG
• Toromont Industries Ltd. (TIH $207.70)
  • $207.70 P/E (TTM): 34.71X Cap: $17.47B
  • View TIH Profile
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• TFI International Inc. (TFII $168.47)
  • $168.47 P/E (TTM): 43.45X Cap: $14.15B
  • View TFII Profile
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• ATS Corporation (ATS $42.24)
  • $42.24 Cap: $4.25B
  • View ATS Profile
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• Thomson Reuters Corporation (TRI $126.91)
  • $126.91 P/E (TTM): 26.17X Cap: $53.80B
  • View TRI Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.19)
  • $175.19 P/E (TTM): 123.25X Cap: $211.30B
  • View SHOP Profile
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  • View Reports on SHOP
• Lumine Group Inc. (LMN $23.00)
  • $23.00 P/E (TTM): 88.72X Cap: $5.98B
  • View LMN Profile
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Q: Please provide me with your 5 of your best Industrial companies and Tech companies

Upvote 29

Read Answer Asked by Donna on March 05, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.19)
  • $175.19 P/E (TTM): 123.25X Cap: $211.30B
  • View SHOP Profile
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Q: The latter part of my question about SHOP wasn't addressed. Can you provide comments. What might be reasons for recent weakness in SHOP? As of Monday morning, it's down again more than the market decline. Is SHOP still rated high by 5i as a top pick? If not, what has changed?

Upvote 7

Read Answer Asked on March 05, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.19)
  • $175.19 P/E (TTM): 123.25X Cap: $211.30B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: What might be reasons for recent weakness in SHOP? As of Monday morning, it's down again more than the market decline. Is SHOP still rated high by 5i as a top pick? If not, what has changed?

Upvote 6

Read Answer Asked on March 04, 2024

• Amazon.com Inc. (AMZN $248.50)
  • $248.50 P/E (TTM): 33.46X Cap: $2.67T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $334.47)
  • $334.47 P/E (TTM): 29.53X Cap: $4.02T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $411.22)
  • $411.22 P/E (TTM): 24.04X Cap: $2.91T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $198.87)
  • $198.87 P/E (TTM): 38.63X Cap: $4.83T
  • View NVDA Profile
  • View Questions on NVDA
• Constellation Software Inc. (CSU $2,631.56)
  • $2,631.56 P/E (TTM): 72.86X Cap: $53.31B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.19)
  • $175.19 P/E (TTM): 123.25X Cap: $211.30B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Elastic N.V. (ESTC $47.51)
  • $47.51 Cap: $4.69B
  • View ESTC Profile
  • View Questions on ESTC
• Shift4 Payments Inc. Class A (FOUR $48.01)
  • $48.01 P/E (TTM): 63.2X Cap: $3.80B
  • View FOUR Profile
  • View Questions on FOUR
• Duolingo Inc. (DUOL $98.78)
  • $98.78 P/E (TTM): 11.02X Cap: $4.25B
  • View DUOL Profile
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• Cellebrite DI Ltd. (CLBT $12.51)
  • $12.51 Cap: $2.95B
  • View CLBT Profile
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• Lumine Group Inc. (LMN $23.00)
  • $23.00 P/E (TTM): 88.72X Cap: $5.98B
  • View LMN Profile
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  • View Reports on LMN
• Nextpower Inc. (NXT $110.12)
  • $110.12 P/E (TTM): 28.53X Cap: $17.06B
  • View NXT Profile
  • View Questions on NXT

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

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.19)
  • $175.19 P/E (TTM): 123.25X Cap: $211.30B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Where (price wise) do you see SHOP hitting the bottom of the current downward cycle it's in? What potential danger points does it face that might cause it to stumble more than it is now?

Upvote 8

Read Answer Asked on February 22, 2024