Investment Q&A

• Enthusiast Gaming Holdings Inc. (EGLX $0.05)
  • $0.05 Cap: $7M
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• Flutter Entertainment Plc ADR (PDYPY $103.75)
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Q: Which is poised for higher growth over the next five years? Would owning both be redundant or complementary?

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Read Answer Asked by Tony on November 13, 2021

• Costco Wholesale Corporation (COST $1,011.70)
  • $1,011.70 P/E (TTM): 70.31X Cap: $448.84B
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• NVIDIA Corporation (NVDA $198.45)
  • $198.45 P/E (TTM): 40.5X Cap: $4.82T
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• Sun Life Financial Inc. (SLF $98.27)
  • $98.27 P/E (TTM): 15.98X Cap: $54.44B
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• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.88X Cap: $51.74B
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• WSP Global Inc. (WSP $227.03)
  • $227.03 P/E (TTM): 30.47X Cap: $30.60B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
  • $173.48 P/E (TTM): 134.78X Cap: $226.23B
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• goeasy Ltd. (GSY $32.54)
  • $32.54 P/E (TTM): 2.37X Cap: $540M
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• Aritzia Inc. Subordinate Voting Shares (ATZ $146.42)
  • $146.42 Cap: $16.89B
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• Topicus.com Inc. (TOI $96.31)
  • $96.31 P/E (TTM): 301.24X Cap: $12.45B
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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 $3.69)
  • $3.69 Cap: $233M
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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 $9.70)
  • $9.70 Cap: $602M
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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 $12.00)
  • $12.00 Cap: $1.81B
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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): 10.56X
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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 $15.02)
  • $15.02 Cap: $18.93B
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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 $102.82)
  • $102.82 P/E (TTM): 40.8X Cap: $10.72B
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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 $21.50)
  • $21.50 Cap: $2.56B
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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 $198.45)
  • $198.45 P/E (TTM): 40.5X Cap: $4.82T
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• Booking Holdings Inc. (BKNG $169.63)
  • $169.63 P/E (TTM): 1.02X Cap: $131.44B
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• iShares Russell 2000 Growth ETF (IWO $362.46)
  • $362.46 P/E (TTM): 19.77X Cap: $13.97B
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• iShares Biotechnology ETF (IBB $167.27)
  • $167.27 P/E (TTM): 23.15X Cap: $8.07B
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• Global X Robotics & AI Index ETF (RBOT $35.46)
  • $35.46 P/E (TTM): 5.81X Cap: $69M
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• CrowdStrike Holdings Inc. (CRWD $455.64)
  • $455.64 Cap: $115.55B
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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 $27.13)
  • $27.13 Cap: $11.83B
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Q: Good Morning

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

Thank you

Upvote 0

Read Answer Asked by Marty on November 10, 2021

• Upstart Holdings Inc. (UPST $32.74)
  • $32.74 P/E (TTM): 77.95X Cap: $3.13B
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• Coinbase Global Inc (COIN $191.25)
  • $191.25 P/E (TTM): 42.98X Cap: $50.37B
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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 $32.74)
  • $32.74 P/E (TTM): 77.95X Cap: $3.13B
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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

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Read Answer Asked by Bill on November 10, 2021

• Cronos Group Inc. (CRON $3.61)
  • $3.61 Cap: $1.35B
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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 $268.26)
  • $268.26 P/E (TTM): 37.41X Cap: $2.88T
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• Alphabet Inc. (GOOGL $385.69)
  • $385.69 P/E (TTM): 35.68X Cap: $4.67T
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• NVIDIA Corporation (NVDA $198.45)
  • $198.45 P/E (TTM): 40.5X Cap: $4.82T
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• PayPal Holdings Inc. (PYPL $50.44)
  • $50.44 P/E (TTM): 9.32X Cap: $46.43B
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• Visa Inc. (V $328.03)
  • $328.03 P/E (TTM): 30.8X Cap: $621.44B
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• Bank of Nova Scotia (The) (BNS $106.05)
  • $106.05 P/E (TTM): 20.63X Cap: $130.70B
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• Sun Life Financial Inc. (SLF $98.27)
  • $98.27 P/E (TTM): 15.98X Cap: $54.44B
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• Constellation Software Inc. (CSU $2,441.95)
  • $2,441.95 P/E (TTM): 72.88X Cap: $51.74B
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• Brookfield Renewable Partners L.P. (BEP.UN $45.35)
  • $45.35 Cap: $30.84B
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• Descartes Systems Group Inc. (The) (DSG $99.45)
  • $99.45 P/E (TTM): 40.37X Cap: $8.55B
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• Enghouse Systems Limited (ENGH $17.39)
  • $17.39 P/E (TTM): 13.91X Cap: $947M
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• Kinaxis Inc. (KXS $144.74)
  • $144.74 P/E (TTM): 42.69X Cap: $4B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $173.48)
  • $173.48 P/E (TTM): 134.78X Cap: $226.23B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $146.42)
  • $146.42 Cap: $16.89B
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• Berkshire Hathaway Inc. (BRK.B $473.01)
  • $473.01 P/E (TTM): 15.26X Cap: $1.02T
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.69)
  • $12.69 Cap: $1.74B
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• Pinterest Inc. Class A (PINS $20.22)
  • $20.22 P/E (TTM): 33.15X Cap: $11.64B
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• Airbnb Inc. (ABNB $141.66)
  • $141.66 P/E (TTM): 35.15X Cap: $84.22B
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• Topicus.com Inc. (TOI $96.31)
  • $96.31 P/E (TTM): 301.24X Cap: $12.45B
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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!

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Read Answer Asked by Cory on November 08, 2021

• Arista Networks Inc. (ANET $172.70)
  • $172.70 P/E (TTM): 62.8X Cap: $217.45B
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• Airbnb Inc. (ABNB $141.66)
  • $141.66 P/E (TTM): 35.15X Cap: $84.22B
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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 $227.03)
  • $227.03 P/E (TTM): 30.47X Cap: $30.60B
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• Thomson Reuters Corporation (TRI $128.18)
  • $128.18 P/E (TTM): 27.81X Cap: $57.03B
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• goeasy Ltd. (GSY $32.54)
  • $32.54 P/E (TTM): 2.37X Cap: $540M
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• Aritzia Inc. Subordinate Voting Shares (ATZ $146.42)
  • $146.42 Cap: $16.89B
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• Topicus.com Inc. (TOI $96.31)
  • $96.31 P/E (TTM): 301.24X Cap: $12.45B
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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 $75.64)
  • $75.64 Cap: $5.53B
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• goeasy Ltd. (GSY $32.54)
  • $32.54 P/E (TTM): 2.37X Cap: $540M
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• lululemon athletica inc. (LULU $133.58)
  • $133.58 P/E (TTM): 10.07X Cap: $14.75B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $146.42)
  • $146.42 Cap: $16.89B
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• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.34)
  • $15.34 P/E (TTM): 85.22X Cap: $1.48B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• MEDIFAST INC (MED $10.91)
  • $10.91 Cap: $120M
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• Brookfield Asset Management Inc Class A Limited (BAM $47.98)
  • $47.98 P/E (TTM): 31.44X Cap: $78.68B
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• Trane Technologies plc (TT $486.48)
  • $486.48 P/E (TTM): 37.48X Cap: $107.53B
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• Celsius Holdings Inc. (CELH $33.73)
  • $33.73 P/E (TTM): 134.92X Cap: $8.66B
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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 $20.22)
  • $20.22 P/E (TTM): 33.15X Cap: $11.64B
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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