Investment Q&A

• Sylogist Ltd. (SYZ $7.99)
  • $7.99 Cap: $186M
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Q: What did you think of the recent earnings and CEO's outlook?

TIA

Upvote 8

Read Answer Asked by Gerald on November 13, 2023

• Docebo Inc. (DCBO $42.97)
  • $42.97 P/E (TTM): 44.11X Cap: $1.23B
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Q: Looks to have had a good quarter. Thoughts on the quarter and outlook?

Upvote 8

Read Answer Asked by Sal on November 10, 2023

• The Trade Desk Inc. (TTD $53.20)
  • $53.20 P/E (TTM): 63.01X Cap: $26.01B
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Q: Hi Team,
What’s your take on TTD earnings? Currently it’s tanking 29% after hours. Assuming this reaction is accurate for tomorrows movement do you recommend buying, holding, or selling the name. Thanks

Shane

Upvote 6

Read Answer Asked by Shane on November 10, 2023

• Galaxy Digital Inc. Class A common stock (GLXY $35.35)
  • $35.35 Cap: $13.30B
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Q: What are your thoughts on the quarter?
As well reading the quarterly report, I notice they are looking to list on the NASDAQ next year after approval from shareholders and the SEC. Is this going to be a dual listing or are they delisting from the TSX? If delisting what will happen to our holdings-transferred at the current exchange rate or having to sell and repurchase if desired?
Thanks
Jeff

Upvote 7

Read Answer Asked by JEFF on November 09, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $79.41)
  • $79.41 P/E (TTM): 38.25X Cap: $9.11B
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• Galaxy Digital Inc. Class A common stock (GLXY $35.35)
  • $35.35 Cap: $13.30B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: If you have a crystal ball and the economy starts to shrink, layoffs increase, spending slows and of course, inflation cools while rates come down faster than expected, what would be your top investment ideas over the next 9 - 12 months?

Upvote 17

Read Answer Asked by Jordan on November 09, 2023

• AI Artificial Intelligence Ventures Inc. (AIVC $0.40)
  • $0.40 Cap: $12M
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Q: Please comment on the worth of this company, and what does the future look like.

Upvote 2

Read Answer Asked by Peter on November 09, 2023

• Adobe Inc. (ADBE $362.09)
  • $362.09 P/E (TTM): 22.67X Cap: $153.59B
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• Alphabet Inc. (GOOG $206.72)
  • $206.72 P/E (TTM): 21.34X Cap: $2.50T
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• NVIDIA Corporation (NVDA $177.99)
  • $177.99 P/E (TTM): 56.45X Cap: $4.34T
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• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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• ATS Corporation (ATS $38.06)
  • $38.06 Cap: $3.71B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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• Axon Enterprise Inc. (AXON $766.24)
  • $766.24 P/E (TTM): 184.69X Cap: $60.15B
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• Brookfield Corporation Class A Limited Voting Shares (BN $91.16)
  • $91.16 P/E (TTM): 150.4X Cap: $136.36B
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• Lumine Group Inc. (LMN $48.74)
  • $48.74 P/E (TTM): 176.19X Cap: $12.50B
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Q: Dear 5i
Could you rate in order of preference the listed stocks for inclusion into a TFSA account . Are there any other stocks you might include on this list that are good at this time for a TFSA account ?
Thanks
Bill C

Upvote 45

Read Answer Asked by Bill on November 09, 2023

• Alphabet Inc. (GOOG $206.72)
  • $206.72 P/E (TTM): 21.34X Cap: $2.50T
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• NVIDIA Corporation (NVDA $177.99)
  • $177.99 P/E (TTM): 56.45X Cap: $4.34T
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• Booking Holdings Inc. (BKNG $5,720.87)
  • $5,720.87 P/E (TTM): 39.81X Cap: $185.41B
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• Salesforce Inc. (CRM $248.29)
  • $248.29 P/E (TTM): 38.47X Cap: $237.36B
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• United Rentals Inc. (URI $929.95)
  • $929.95 P/E (TTM): 23.05X Cap: $59.83B
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• Atlassian Corporation (TEAM $170.79)
  • $170.79 Cap: $44.80B
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• Roku Inc. (ROKU $94.22)
  • $94.22 Cap: $13.88B
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• Rapid7 Inc. (RPD $20.75)
  • $20.75 P/E (TTM): 47.9X Cap: $1.34B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Axon Enterprise Inc. (AXON $766.24)
  • $766.24 P/E (TTM): 184.69X Cap: $60.15B
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• Unity Software Inc. (U $39.16)
  • $39.16 Cap: $16.54B
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Q: Hello:
These are all underwater in US side of my TFSA. Please rate Sell, Hold or Buy.

What are a few nice growth opportunities on US side, looking 3-5 years minimum.

Thank you!

Upvote 13

Read Answer Asked by Marilou on November 09, 2023

• Alphabet Inc. (GOOG $206.72)
  • $206.72 P/E (TTM): 21.34X Cap: $2.50T
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• NVIDIA Corporation (NVDA $177.99)
  • $177.99 P/E (TTM): 56.45X Cap: $4.34T
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• United Rentals Inc. (URI $929.95)
  • $929.95 P/E (TTM): 23.05X Cap: $59.83B
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• Ulta Beauty Inc. (ULTA $529.50)
  • $529.50 P/E (TTM): 20.34X Cap: $23.79B
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• Axon Enterprise Inc. (AXON $766.24)
  • $766.24 P/E (TTM): 184.69X Cap: $60.15B
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Q: Could you suggest me five Canadian and Five US companies who have the most chance of going up in today's scenario or have potential to go up when the interest rates start going down.

Upvote 30

Read Answer Asked by Satish on November 09, 2023

• Dollarama Inc. (DOL $193.35)
  • $193.35 P/E (TTM): 44.98X Cap: $53.60B
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• FirstService Corporation (FSV $276.50)
  • $276.50 P/E (TTM): 63.91X Cap: $12.59B
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• goeasy Ltd. (GSY $209.13)
  • $209.13 P/E (TTM): 12.3X Cap: $3.36B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.30)
  • $27.30 P/E (TTM): 18.56X Cap: $643M
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• TECSYS Inc. (TCS $37.17)
  • $37.17 P/E (TTM): 205.56X Cap: $551M
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• Trisura Group Ltd. (TSU $41.10)
  • $41.10 P/E (TTM): 16.52X Cap: $1.95B
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• WELL Health Technologies Corp. (WELL $4.92)
  • $4.92 Cap: $1.24B
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Docebo Inc. (DCBO $42.97)
  • $42.97 P/E (TTM): 44.11X Cap: $1.23B
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Q: Which companies in the 5i Growth portfolio have the most consecutive quarters of revenue growth? Please list top three in order.
Thanks!

Upvote 22

Read Answer Asked by Curtis on November 08, 2023

• Shift4 Payments Inc. Class A (FOUR $91.13)
  • $91.13 P/E (TTM): 49.03X Cap: $8.05B
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• Toast Inc. Class A (TOST $44.00)
  • $44.00 P/E (TTM): 111.61X Cap: $25.65B
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• Fiserv Inc. (FI $139.68)
  • $139.68 P/E (TTM): 23.41X Cap: $75.92B
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Q: Hi,
Is it time to get out. What do you make out of today’s report. ? I am 35% down. Buy, sell, hold.
Thanks. Alnoor

Upvote 4

Read Answer Asked by Alnoor on November 08, 2023

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.43)
  • $5.43 Cap: $1.50B
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Q: Hi team...anything positive in Q3 results for Telus Int'l, tixt/t....still hold a position...know 5i moved on....Buy/Hold/Sell....thanks, jb

Upvote 10

Read Answer Asked by John on November 07, 2023

• Celsius Holdings Inc. (CELH $61.52)
  • $61.52 P/E (TTM): 188.09X Cap: $15.86B
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Q: Can you comment on Celsius Holdings latest quarter please.
Thank you

Upvote 10

Read Answer Asked by Neil on November 07, 2023

• Expedia Group Inc. (EXPE $214.81)
  • $214.81 P/E (TTM): 24.5X Cap: $26.57B
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• Booking Holdings Inc. (BKNG $5,720.87)
  • $5,720.87 P/E (TTM): 39.81X Cap: $185.41B
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Q: What is your view on these two following the divergent reaction to their earnings reports? Which would be your preference today?

Upvote 12

Read Answer Asked by Peter on November 06, 2023

• Fox Factory Holding Corp. (FOXF $30.35)
  • $30.35 Cap: $1.26B
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Q: The market does not like the decline in sales and for that matter the acquisition as well. Do you think to blame the strike for the extent of decline is justified?
If you think it is worth a hold, would you take a loss for tax purposes and visit later. what is the likelihood of a bounce into the year end?
Regards
Rajiv

Upvote 6

Read Answer Asked by Rajiv on November 06, 2023

• Danaher Corporation (DHR $211.80)
  • $211.80 P/E (TTM): 43.29X Cap: $151.65B
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• Prologis Inc. (PLD $112.28)
  • $112.28 P/E (TTM): 29.29X Cap: $104.20B
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• Stryker Corporation (SYK $394.22)
  • $394.22 P/E (TTM): 50.97X Cap: $150.71B
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• Zoetis Inc. Class A (ZTS $156.62)
  • $156.62 P/E (TTM): 27.94X Cap: $69.41B
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• BCE Inc. (BCE $35.24)
  • $35.24 P/E (TTM): 77.65X Cap: $32.86B
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• TELUS Corporation (T $22.94)
  • $22.94 P/E (TTM): 35.95X Cap: $35.21B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $41.37)
  • $41.37 P/E (TTM): 82.86X Cap: $6.55B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Tesla Inc. (TSLA $340.01)
  • $340.01 P/E (TTM): 185.03X Cap: $1.09T
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.41)
  • $12.41 P/E (TTM): 25.54X Cap: $3.62B
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• Roku Inc. (ROKU $94.22)
  • $94.22 Cap: $13.88B
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• Coinbase Global Inc (COIN $319.85)
  • $319.85 P/E (TTM): 29.44X Cap: $82.18B
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• UiPath Inc. Class A (PATH $11.17)
  • $11.17 Cap: $5.97B
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Q: What would be your best contrarian pick today in both us and canadian markets

Upvote 2

Read Answer Asked by Todd on November 03, 2023

• ATS Corporation (ATS $38.06)
  • $38.06 Cap: $3.71B
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Q: Hello, Raymond James dropped the price target of ATS to $61 from $67 ( Still a BUY ), in a preview of the quarter, yesterday. Not sure if other analysts on the street will trim estimates/target, leading to Nov 8 release of results. Is this a hint of what could be in the store ? Stock has been weak over past several weeks, perhaps, in anticipation of a soft quarter. What's your take ? Thank You

Upvote 0

Read Answer Asked by rajeev on November 02, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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Q: Could I have your opinion on Shopify results? They appear excellent

Upvote 2

Read Answer Asked by jacques on November 02, 2023

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: Your thoughts please on the quarter?

Thx

Upvote 1

Read Answer Asked by blake on November 02, 2023

• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
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• Thomson Reuters Corporation (TRI $246.86)
  • $246.86 P/E (TTM): 49.24X Cap: $111.25B
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Q: Your comments please on earnings. Do you consider these attractive at current levels.

Thanks

Upvote 0

Read Answer Asked by Greg on November 02, 2023