Investment Q&A

• Costco Wholesale Corporation (COST $976.14)
  • $976.14 P/E (TTM): 69.23X Cap: $434.74B
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• NVIDIA Corporation (NVDA $177.93)
  • $177.93 P/E (TTM): 37.13X Cap: $4.38T
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• Sun Life Financial Inc. (SLF $85.80)
  • $85.80 P/E (TTM): 14.26X Cap: $48.19B
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• Constellation Software Inc. (CSU $2,490.10)
  • $2,490.10 P/E (TTM): 78.8X Cap: $54.41B
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• WSP Global Inc. (WSP $217.39)
  • $217.39 P/E (TTM): 30.24X Cap: $29.90B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $167.50)
  • $167.50 P/E (TTM): 138.45X Cap: $221.77B
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• goeasy Ltd. (GSY $35.78)
  • $35.78 P/E (TTM): 2.78X Cap: $611M
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• Aritzia Inc. Subordinate Voting Shares (ATZ $109.32)
  • $109.32 Cap: $12.78B
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• Topicus.com Inc. (TOI $96.31)
  • $96.31 P/E (TTM): 308.43X Cap: $12.58B
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Q: Hi guys,

These are my top (by%) holdings, all around 5%. Which ones, if any, would you let run above 7%?
Thanks
Jim

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Read Answer Asked by jim on November 11, 2021

• CareRx Corporation (CRRX $3.64)
  • $3.64 Cap: $235M
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Q: With a new quarterly report and higher stock price, what do you think today of CARRX? Would you see owning both CRRX and WELL as a good decision on health care?

John

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Read Answer Asked by John on November 11, 2021

• Ginkgo Bioworks Holdings Inc. Class A (DNA $6.71)
  • $6.71 Cap: $401M
  • View DNA Profile
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Q: What are your thoughts ? Thanks.

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Read Answer Asked by Norman on November 11, 2021

• SEMrush Holdings Inc. Class A (SEMR $11.92)
  • $11.92 Cap: $1.80B
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Q: This company is recent on the market and has published some results since being a public company. What is your opinion and does it have the potential of becoming much bigger with time? Thanks

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Read Answer Asked by jean on November 11, 2021

• Village Farms International Inc. (VFF $8.12)
  • $8.12 P/E (TTM): 16.06X
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Q: Hi folks..opinion of Q3 results for Village Farms...believe 1, if not only Cdn LP..that actually posted a profit....Cdn run rate for cannabis sales is $4B+...so do you think Vff/t is Buy, Hold, or Sell...thanks as always..jb Piedmont QC

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Read Answer Asked by John on November 11, 2021

• Rivian Automotive Inc. (RIVN $15.64)
  • $15.64 Cap: $19.27B
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Q: Hello Everyone!! Rivian is releasing an IPO ( I don’t know if I said that right ). They make electric trucks. What are your thoughts on the company, and should one wait and see where these stocks go??? Thank you for your great service, Tamara

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Read Answer Asked by Tamara on November 11, 2021

• DigitalOcean Holdings Inc. (DOCN $84.28)
  • $84.28 P/E (TTM): 30.79X Cap: $7.58B
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Q: Hi 5i Team,
Digital Ocean has been doing well since it went public in March. What do you think of this company going forward, is it still buyable at the current level?
Thank you for your great advice as always.

Upvote 1

Read Answer Asked by Pui on November 11, 2021

• NFI Group Inc. (NFI $18.05)
  • $18.05 Cap: $2.18B
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Q: Have a small position in NFI having sold most at a much higher price. Would you hold this small position hoping for better days or just let it go? How do you rate management of this company and what do you think the future will bring? Thanks Ron

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Read Answer Asked by Ronald on November 10, 2021

• NVIDIA Corporation (NVDA $177.93)
  • $177.93 P/E (TTM): 37.13X Cap: $4.38T
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• Booking Holdings Inc. (BKNG $4,273.05)
  • $4,273.05 P/E (TTM): 26.74X Cap: $138.77B
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• iShares Russell 2000 Growth ETF (IWO $313.83)
  • $313.83 P/E (TTM): 22.36X Cap: $12.35B
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• iShares Biotechnology ETF (IBB $163.02)
  • $163.02 P/E (TTM): 20.63X Cap: $7.90B
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• Global X Robotics & AI Index ETF (RBOT $31.95)
  • $31.95 P/E (TTM): 5.81X Cap: $62M
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• CrowdStrike Holdings Inc. (CRWD $426.37)
  • $426.37 Cap: $110.52B
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Q: Good morning 5i,

Aside from industrials and general tech. What is a thematic ETF you'd suggest for growth right now? Encompassing maybe a favourite stock or 2.

Examples being FINX, SMH, BOTZ, QQQJ.

Looking for the theme and suggested ETF.

Thanks as always for the tremendous service.

Upvote 0

Read Answer Asked by Adam on November 10, 2021

• Unity Software Inc. (U $18.79)
  • $18.79 Cap: $8.53B
  • View U Profile
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Q: Good Morning

Your take on Unity’s latest quarter and acquisition please.

Thank you

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Read Answer Asked by Marty on November 10, 2021

• Upstart Holdings Inc. (UPST $25.82)
  • $25.82 Cap: $2.53B
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• Coinbase Global Inc (COIN $195.44)
  • $195.44 P/E (TTM): 47.24X Cap: $53.41B
  • View COIN Profile
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Q: Could you please comment on the ER for COIN and UPST and confirm how you would rank them for growth over the next 5 years. What would be a good add or entry price point?

Thanks as always for your much appreciated insights.

Upvote 0

Read Answer Asked by TRINA on November 10, 2021

• Upstart Holdings Inc. (UPST $25.82)
  • $25.82 Cap: $2.53B
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Q: Dear 5i
Is the drop in UPST justified ? Is it an ideal time to snap up some shares and is the growth story still intact ?
Appreciate your insight .
Thanks
Bill C

Upvote 0

Read Answer Asked by Bill on November 10, 2021

• Cronos Group Inc. (CRON $3.42)
  • $3.42 Cap: $1.34B
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Q: How significant is the delay in filing the financial statements?

Thanks

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Read Answer Asked by Jean on November 09, 2021

• Curaleaf Holdings Inc. Subordinate Voting Shares (CURA)
  • Cap: $3.73B
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Q: CURA .. your take on earnings ...thx

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Read Answer Asked by Bob on November 09, 2021

• Amazon.com Inc. (AMZN $206.97)
  • $206.97 P/E (TTM): 30.01X Cap: $2.25T
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• Alphabet Inc. (GOOGL $305.70)
  • $305.70 P/E (TTM): 28.76X Cap: $3.72T
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• NVIDIA Corporation (NVDA $177.93)
  • $177.93 P/E (TTM): 37.13X Cap: $4.38T
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• PayPal Holdings Inc. (PYPL $44.07)
  • $44.07 P/E (TTM): 8.53X Cap: $41.05B
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• Visa Inc. (V $297.51)
  • $297.51 P/E (TTM): 28.96X Cap: $572.92B
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• Bank of Nova Scotia (The) (BNS $93.95)
  • $93.95 P/E (TTM): 23.63X Cap: $118.13B
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• Sun Life Financial Inc. (SLF $85.80)
  • $85.80 P/E (TTM): 14.26X Cap: $48.19B
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• Constellation Software Inc. (CSU $2,490.10)
  • $2,490.10 P/E (TTM): 78.8X Cap: $54.41B
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• Brookfield Renewable Partners L.P. (BEP.UN $43.17)
  • $43.17 Cap: $29.56B
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• Descartes Systems Group Inc. (The) (DSG $98.76)
  • $98.76 P/E (TTM): 42.36X Cap: $8.40B
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• Enghouse Systems Limited (ENGH $15.99)
  • $15.99 P/E (TTM): 11.81X Cap: $852M
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• Kinaxis Inc. (KXS $135.38)
  • $135.38 P/E (TTM): 40.66X Cap: $3.77B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $167.50)
  • $167.50 P/E (TTM): 138.45X Cap: $221.77B
  • View SHOP Profile
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• Aritzia Inc. Subordinate Voting Shares (ATZ $109.32)
  • $109.32 Cap: $12.78B
  • View ATZ Profile
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• Berkshire Hathaway Inc. (BRK.B $480.53)
  • $480.53 P/E (TTM): 0.04X Cap: $1.04T
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.07)
  • $12.07 Cap: $1.70B
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• Pinterest Inc. Class A (PINS $18.64)
  • $18.64 P/E (TTM): 30.43X Cap: $12.48B
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• Airbnb Inc. (ABNB $129.11)
  • $129.11 P/E (TTM): 32.74X Cap: $79.81B
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• Topicus.com Inc. (TOI $96.31)
  • $96.31 P/E (TTM): 308.43X Cap: $12.58B
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Q: Hello
Could you please rank your top 10 companies from the list above. Ones that you would be happy to own at a full position. Thank you!

Upvote 0

Read Answer Asked by Cory on November 08, 2021

• Arista Networks Inc. (ANET $134.87)
  • $134.87 P/E (TTM): 48.39X Cap: $170.97B
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• Airbnb Inc. (ABNB $129.11)
  • $129.11 P/E (TTM): 32.74X Cap: $79.81B
  • View ABNB Profile
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Q: Your thoughts on these 2 stocks please.

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Read Answer Asked by Mark on November 08, 2021

• WSP Global Inc. (WSP $217.39)
  • $217.39 P/E (TTM): 30.24X Cap: $29.90B
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• Thomson Reuters Corporation (TRI $125.41)
  • $125.41 P/E (TTM): 28.9X Cap: $57.26B
  • View TRI Profile
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• goeasy Ltd. (GSY $35.78)
  • $35.78 P/E (TTM): 2.78X Cap: $611M
  • View GSY Profile
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• Aritzia Inc. Subordinate Voting Shares (ATZ $109.32)
  • $109.32 Cap: $12.78B
  • View ATZ Profile
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• Topicus.com Inc. (TOI $96.31)
  • $96.31 P/E (TTM): 308.43X Cap: $12.58B
  • View TOI Profile
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Q: Similar to the previous question posted for US stocks. Could you please provide your top 6 CAD picks regardless of sector?

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Read Answer Asked by Eric on November 06, 2021

• BRP Inc. Subordinate Voting Shares (DOO $83.85)
  • $83.85 Cap: $6.24B
  • View DOO Profile
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• goeasy Ltd. (GSY $35.78)
  • $35.78 P/E (TTM): 2.78X Cap: $611M
  • View GSY Profile
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• lululemon athletica inc. (LULU $163.29)
  • $163.29 P/E (TTM): 11.08X Cap: $18.27B
  • View LULU Profile
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• Aritzia Inc. Subordinate Voting Shares (ATZ $109.32)
  • $109.32 Cap: $12.78B
  • View ATZ Profile
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $14.86)
  • $14.86 P/E (TTM): 82.89X Cap: $1.45B
  • View GOOS Profile
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
  • View NVEE Profile
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• MEDIFAST INC (MED $10.00)
  • $10.00 Cap: $111M
  • View MED Profile
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• Brookfield Asset Management Inc Class A Limited (BAM $43.27)
  • $43.27 P/E (TTM): 29.85X Cap: $72.15B
  • View BAM Profile
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• Trane Technologies plc (TT $422.15)
  • $422.15 P/E (TTM): 32.77X Cap: $94.44B
  • View TT Profile
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• Celsius Holdings Inc. (CELH $41.87)
  • $41.87 P/E (TTM): 175.84X Cap: $10.66B
  • View CELH Profile
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Q: What are your 5 favourite growth stocks in the US and CDN outside of Tech?
Thanks

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Read Answer Asked by Curtis on November 06, 2021

• Pinterest Inc. Class A (PINS $18.64)
  • $18.64 P/E (TTM): 30.43X Cap: $12.48B
  • View PINS Profile
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Q: Hi 5i Team,
Pls comment on Pinterest future outlook.
It reported earning beat, but MAU still declining.

Would you be comfortable initiating a position of this stock?

Thanks you for great advice.

Upvote 0

Read Answer Asked by Pui on November 05, 2021

• Maple Leaf Foods Inc. (MFI $28.99)
  • $28.99 P/E (TTM): 7.1X Cap: $3.66B
  • View MFI Profile
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• Spin Master Corp. Subordinate Voting Shares (TOY $17.50)
  • $17.50 P/E (TTM): 24.7X Cap: $1.78B
  • View TOY Profile
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • View NVEI Profile
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Q: Hi,

I have held both MFI and TOY for several years now. Much to my surprise both popped today from earnings. I am thinking about selling both of these to switch into NVEI (after their earnings next week).

I get that none of these companies are comparable on any metric-but I am interested in your viewpoint of selling stocks that have upward momentum to buy into a stock that currently has downward momentum.

Thanks,
Brad

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Read Answer Asked by Brad on November 05, 2021