Investment Q&A

• Docebo Inc. (DCBO $37.37)
  • $37.37 P/E (TTM): 39.86X Cap: $1.10B
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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 $52.36)
  • $52.36 P/E (TTM): 65.14X Cap: $26.44B
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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 $55.13)
  • $55.13 Cap: $20.74B
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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 $211.39)
  • $211.39 P/E (TTM): 93.35X Cap: $274.67B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $86.00)
  • $86.00 P/E (TTM): 41.11X Cap: $9.13B
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• Galaxy Digital Inc. Class A common stock (GLXY $55.13)
  • $55.13 Cap: $20.74B
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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 $0.42)
  • $0.42 Cap: $13M
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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 $337.51)
  • $337.51 P/E (TTM): 22.37X Cap: $141.28B
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• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 26.17X Cap: $2.92T
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.41B
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• ATS Corporation (ATS $35.56)
  • $35.56 Cap: $3.47B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 93.35X Cap: $274.67B
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• Axon Enterprise Inc. (AXON $703.03)
  • $703.03 P/E (TTM): 179.87X Cap: $55.19B
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• Brookfield Corporation Class A Limited Voting Shares (BN $60.29)
  • $60.29 P/E (TTM): 159.66X Cap: $135.27B
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• Lumine Group Inc. (LMN $37.83)
  • $37.83 P/E (TTM): 152.97X Cap: $10.02B
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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 $237.49)
  • $237.49 P/E (TTM): 26.17X Cap: $2.92T
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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• Booking Holdings Inc. (BKNG $5,164.93)
  • $5,164.93 P/E (TTM): 36.2X Cap: $167.39B
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• Salesforce Inc. (CRM $241.68)
  • $241.68 P/E (TTM): 34.95X Cap: $233.55B
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• United Rentals Inc. (URI $950.03)
  • $950.03 P/E (TTM): 25.39X Cap: $61.12B
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• Atlassian Corporation (TEAM $144.56)
  • $144.56 Cap: $37.92B
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• Roku Inc. (ROKU $92.02)
  • $92.02 Cap: $14.31B
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• Rapid7 Inc. (RPD $18.62)
  • $18.62 P/E (TTM): 43.9X Cap: $1.25B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Axon Enterprise Inc. (AXON $703.03)
  • $703.03 P/E (TTM): 179.87X Cap: $55.19B
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• Unity Software Inc. (U $36.08)
  • $36.08 Cap: $16.46B
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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 $237.49)
  • $237.49 P/E (TTM): 26.17X Cap: $2.92T
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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• United Rentals Inc. (URI $950.03)
  • $950.03 P/E (TTM): 25.39X Cap: $61.12B
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• Ulta Beauty Inc. (ULTA $549.28)
  • $549.28 P/E (TTM): 21.54X Cap: $24.62B
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• Axon Enterprise Inc. (AXON $703.03)
  • $703.03 P/E (TTM): 179.87X Cap: $55.19B
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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 $174.88)
  • $174.88 P/E (TTM): 38.81X Cap: $48.33B
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• FirstService Corporation (FSV $256.51)
  • $256.51 P/E (TTM): 59.85X Cap: $11.77B
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• goeasy Ltd. (GSY $158.29)
  • $158.29 P/E (TTM): 9.63X Cap: $2.54B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $27.44)
  • $27.44 P/E (TTM): 19.56X Cap: $666M
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• TECSYS Inc. (TCS $33.75)
  • $33.75 P/E (TTM): 193.11X Cap: $500M
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• Trisura Group Ltd. (TSU $38.14)
  • $38.14 P/E (TTM): 15.48X Cap: $1.80B
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• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.31B
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Docebo Inc. (DCBO $37.37)
  • $37.37 P/E (TTM): 39.86X Cap: $1.10B
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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 $77.23)
  • $77.23 P/E (TTM): 38.16X Cap: $6.82B
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• Toast Inc. Class A (TOST $34.98)
  • $34.98 P/E (TTM): 96.58X Cap: $21.48B
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• Fiserv Inc. (FI $122.63)
  • $122.63 P/E (TTM): 21.06X Cap: $66.66B
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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 $6.26)
  • $6.26 Cap: $1.74B
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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 $60.70)
  • $60.70 P/E (TTM): 190.64X Cap: $16.57B
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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 $210.33)
  • $210.33 P/E (TTM): 25.87X Cap: $26.02B
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• Booking Holdings Inc. (BKNG $5,164.93)
  • $5,164.93 P/E (TTM): 36.2X Cap: $167.39B
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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 $22.21)
  • $22.21 Cap: $928M
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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 $202.46)
  • $202.46 P/E (TTM): 43.41X Cap: $144.97B
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• Prologis Inc. (PLD $111.23)
  • $111.23 P/E (TTM): 30.93X Cap: $103.22B
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• Stryker Corporation (SYK $364.60)
  • $364.60 P/E (TTM): 49.03X Cap: $139.38B
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• Zoetis Inc. Class A (ZTS $141.11)
  • $141.11 P/E (TTM): 24.68X Cap: $62.53B
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• BCE Inc. (BCE $33.46)
  • $33.46 P/E (TTM): 70.52X Cap: $31.20B
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• TELUS Corporation (T $21.34)
  • $21.34 P/E (TTM): 33.22X Cap: $32.75B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $39.98)
  • $39.98 P/E (TTM): 79.4X Cap: $6.33B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Tesla Inc. (TSLA $413.49)
  • $413.49 P/E (TTM): 253.58X Cap: $1.40T
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• Dream Industrial Real Estate Investment Trust (DIR.UN $12.06)
  • $12.06 P/E (TTM): 25.6X Cap: $3.56B
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• Roku Inc. (ROKU $92.02)
  • $92.02 Cap: $14.31B
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• Coinbase Global Inc (COIN $357.01)
  • $357.01 P/E (TTM): 37.46X Cap: $99.43B
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• UiPath Inc. Class A (PATH $17.05)
  • $17.05 P/E (TTM): 519.33X Cap: $9.82B
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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 $35.56)
  • $35.56 Cap: $3.47B
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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 $211.39)
  • $211.39 P/E (TTM): 93.35X Cap: $274.67B
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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 $21.34)
  • $21.34 P/E (TTM): 28.12X Cap: $1.52B
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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 $182.12)
  • $182.12 P/E (TTM): 156.38X Cap: $5.24B
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• Thomson Reuters Corporation (TRI $212.03)
  • $212.03 P/E (TTM): 42.14X Cap: $95.55B
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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

• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.38X Cap: $5.24B
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Q: What are your thoughts on earnings? Positives/negatives? What do you see going forward over the next 12 months?

Upvote 2

Read Answer Asked on November 02, 2023