Investment Q&A

• Pinterest Inc. Class A (PINS)
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Q: Could you please comment on their results and outlook?

Thanks,
Milan

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Read Answer Asked by Milan on February 05, 2021

• Constellation Software Inc. (CSU)
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• Topicus.com Inc. (TOI)
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Q: I never own CSU before but with TOI is being published. Would you recommend to own TOI for 10% of the portfolio?

Thank you,

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Read Answer Asked by Kay on February 05, 2021

Q: I missed your talk on the money show. Would you be able to provide a link please?

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Read Answer Asked by Steven on February 05, 2021

• Electrameccanica Vehicles Corp. Ltd. (SOLO)
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Q: Hi 5i,

I hear lot's of hypes around Solo, last review was Nov 2020 with now support from your group, have your perspective changed?

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Read Answer Asked by Frederic on February 05, 2021

• Enbridge Inc. (ENB)
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Q: Do you still consider Enbridge as a long term hold?

Thanks
Paul

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Read Answer Asked by Paul on February 05, 2021

• Constellation Software Inc. (CSU)
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• Topicus.com Inc. (TOI)
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Q: Hello 5i team,
Now that TOI is trading: could you compare CSU and TOI valuation in terms of p/e, p/s, debt/equity, p/editda multiple? Are these about right according to your expectations? If not, what would you expect?
Thank you for your collaboration, Eric

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Read Answer Asked by Eric on February 05, 2021

• Open Text Corporation (OTEX)
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Q: Please comment on the quarter reported Feb 4.
An extraordinary charge results in a loss .

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Read Answer Asked by Doug on February 05, 2021

• Beyond Inc Com (OSTK)
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Q: Hello 5i
Could I have your assessment of OSTK please?
Also who are their peers/competitors?
Thank you
Dave

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Read Answer Asked by Dave on February 05, 2021

• Meta Platforms Inc. (META)
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• QUALCOMM Incorporated (QCOM)
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• Block Inc. Class A (SQ)
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• Snap Inc. Class A (SNAP)
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• The Trade Desk Inc. (TTD)
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• Unity Software Inc. (U)
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• Topicus.com Inc. (TOI)
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Q: Following the recent pullback in a few of these stocks, for a 3+ year time horizon, which order would you purchase at current levels in a TFSA account? Thanks

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Read Answer Asked by Antonio on February 05, 2021

• NVIDIA Corporation (NVDA)
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• QUALCOMM Incorporated (QCOM)
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• NXP Semiconductors N.V. (NXPI)
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Q: Hi,
Can you please tell me which companies make EV chips?
Thank you.

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Read Answer Asked by Thomas on February 05, 2021

• Greenbrook TMS Inc. (GTMS)
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• Facedrive Inc. (FD)
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Q: Can you be kind to comment on Greenbrook TMS recent activities. Bought it approx 2 years ago, it went down then recently up 20 % from where I bought it. Today it consolidated 5 to 1 share and apparently will be listed on the Nasdaq. Should I keep it.
Also Facedrive was up 27 % today. Are you still reluctant to own this company & why. Thank You

Michel

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Read Answer Asked by Michel on February 05, 2021

• Sangoma Technologies Corporation (STC)
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Q: Please comment on Q2 results released after market closed today. Stc remains halted with a $4 bid/ask.Please advise who & how the bid/ask is set. Hopefully the situation will be resolved favourably. Thanks for u usual great services & views

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Read Answer Asked by Peter on February 05, 2021

• NextEra Energy Inc. (NEE)
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Q: Is there something about NEE that might make you lean towards it as opposed to the Canadian alternatives (BEP, BLX, NPI, etc.)? How would NEE rank against the Canadian options listed? Thanks.

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Read Answer Asked by Christopher on February 05, 2021

• Celsius Holdings Inc. (CELH)
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Q: Would you start to buy CELH / TIXT now or do you foresee the opportunity to buy either of them at lower price from here? Other than market fluctuations, anything specific in the near future that might be a headwind for either of them. Thanks.

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Read Answer Asked by Christopher on February 05, 2021

• Canadian National Railway Company (CNR)
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• Canadian Pacific Kansas City Limited (CP)
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Q: Where do you think Canadian Railroad Stocks are going, and do you have a favorite?

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Read Answer Asked by Mackenzie on February 05, 2021

• QUALCOMM Incorporated (QCOM)
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Q: I've been eyeing qcom for a bit. Given today's drop, what would be a good entry point?

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Read Answer Asked by deirdre on February 05, 2021

• Miscellaneous (MISC)
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Q: I heard Peter at the virtual money show some great ideas, thanks for those. and thank all of you at 5i. Your advice pays for its self in so many ways.

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Read Answer Asked by Mark on February 05, 2021

• Unity Software Inc. (U)
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Q: Could you please comment on their results and outlook.
Would you buy it today?

Thanks,
Milan

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Read Answer Asked by Milan on February 05, 2021

• Unity Software Inc. (U)
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Q: Your thoughts on earnings, outlook and stock going forward. Thanks

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Read Answer Asked by Christopher on February 05, 2021

• Twilio Inc. Class A (TWLO)
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• Snap Inc. Class A (SNAP)
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• Roku Inc. (ROKU)
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• DocuSign Inc. (DOCU)
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• Pinterest Inc. Class A (PINS)
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• Palantir Technologies Inc. Class A (PLTR)
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Q: I am interested in starting a position in 1 or 2 of the companies addressed. PINS was at the top of my list but I’m uncertain if I’ve missed my opportunity after their impressive earnings report. Can you please rank these companies in order of growth potential for the rest of the year / best value at today’s prices.
Thank you.

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Read Answer Asked by Lucas on February 05, 2021