Investment Q&A

• Topicus.com Inc. (TOI $96.01)
  • $96.01 P/E (TTM): 313.01X Cap: $12.51B
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Q: Hello 5i team,
I sold topicus near its high last year and was thinking of getting back in. What are your thoughts on it's current status? Being in the balance portfolio, are you still good with it long term? This is more to add another tech stock for sector balance. Are there other equity suggestions?
Thank you,
Andrew

Upvote 5

Read Answer Asked by Andrew on April 24, 2026

• Ichor Holdings (ICHR $70.93)
  • $70.93 Cap: $2.46B
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• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $461.60)
  • $461.60 P/E (TTM): 38.05X Cap: $30.69B
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• Cohu Inc. (COHU $46.93)
  • $46.93 Cap: $2.20B
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• FormFactor Inc. (FORM $155.08)
  • $155.08 P/E (TTM): 218.19X Cap: $11.39B
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• VanEck Vectors Semiconductor ETF (SMH $506.44)
  • $506.44 P/E (TTM): 35.18X Cap: $57.72B
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• Aehr Test Systems (AEHR $95.91)
  • $95.91 Cap: $3.07B
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Q: Looking at these 4 as confirmation of AI buildout. Do you agree? If so, would you advise taking position individually [please rank] or as a package [equal weight]? Or, on a risk/reward assessment, please recommend better investment choice for AI buildout [stocks or ETFs]. Thanks

Upvote 1

Read Answer Asked by sam on April 24, 2026

• Vicor Corporation (VICR $273.53)
  • $273.53 P/E (TTM): 99.67X Cap: $11.80B
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Q: Can you give an opinion on Vicor.
Thank You
Peter

Upvote 1

Read Answer Asked by Peter on April 24, 2026

• ServiceNow Inc. (NOW $90.17)
  • $90.17 P/E (TTM): 50.71X Cap: $92.96B
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Q: Could you please comment on their latest earnings and the market reaction? Thank you

Upvote 3

Read Answer Asked by Brent on April 24, 2026

• Planet Labs PBC Class A (PL $35.44)
  • $35.44 Cap: $13.66B
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• Firefly Aerospace Inc. (FLY $35.13)
  • $35.13 Cap: $6.99B
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Q: Hello Team,

What do you think of PL and its valuation now. The stock has been on a tear. Is it still burning through too much cash? How far are they from profitability? What rating do give their balance sheet? Would you invest in it today despite its very high valuation? Or will you wait for it to consolidate? Do you think that will happen after the War with Iran?

Would FLY be a good compliment to PL, given the increased interest in all things space? Or would invest in one only?

I appreciate your unbiased insight, Always! :)

Upvote 2

Read Answer Asked by Saeed on April 24, 2026

• Texas Instruments Incorporated (TXN $277.14)
  • $277.14 P/E (TTM): 51.69X Cap: $252.32B
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Q: I’m very pleased with the nice bump from TXN today - can you please summarize their quarterly report?

Upvote 2

Read Answer Asked by Robert on April 24, 2026

• Adobe Inc. (ADBE $245.44)
  • $245.44 P/E (TTM): 13.93X Cap: $99.20B
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Q: Hi there,

Any news on Adobe today? It seems to be quite volatile lately - would you be interested in it at today’s price?

Thanks.

Upvote 1

Read Answer Asked by Robert on April 24, 2026

• Shopify Inc. (SHOP $125.83)
  • $125.83 P/E (TTM): 132.29X Cap: $163.62B
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• Alphabet CDR (CAD Hedged) (GOOG $54.98)
  • $54.98 P/E (TTM): 42.01X Cap: $5.70T
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Q: google or shopify which has more upside.

Upvote 8

Read Answer Asked by don on April 24, 2026

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $99.34)
  • $99.34 P/E (TTM): 13.41X Cap: $21.33B
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• ServiceNow Inc. (NOW $90.17)
  • $90.17 P/E (TTM): 50.71X Cap: $92.96B
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Q: Peter; What didn’t the market like about GIB.A’s announcement today ? Thanks.
Rod

Upvote 3

Read Answer Asked by Rodney on April 23, 2026

• Applied Optoelectronics Inc. (AAOI $162.17)
  • $162.17 Cap: $12.98B
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Q: Can you comment on the investment potential of this name?

Upvote 1

Read Answer Asked by Kim on April 23, 2026

• Constellation Software Inc. (CSU $2,410.80)
  • $2,410.80 P/E (TTM): 74.64X Cap: $51.08B
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• Topicus.com Inc. (TOI $96.01)
  • $96.01 P/E (TTM): 313.01X Cap: $12.51B
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• Lumine Group Inc. (LMN $20.14)
  • $20.14 P/E (TTM): 34.87X Cap: $5.16B
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Q: These 3 are dropping this morning.
Is there any news that accounts for the drop?

Thanks

Upvote 5

Read Answer Asked by Herm on April 23, 2026

• Constellation Software Inc. (CSU $2,410.80)
  • $2,410.80 P/E (TTM): 74.64X Cap: $51.08B
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Q: I notice that csu and it's affiliates are falling today. I imagine that this is related to Service Now's results and prognosis for the future. It seems that this fear of software is really sticky and never goes away. Many of us are a bit paralyzed by this. How do you see it and would you still currently invest in country?
With appreciation

Upvote 4

Read Answer Asked by joseph on April 23, 2026

• Constellation Software Inc. (CSU $2,410.80)
  • $2,410.80 P/E (TTM): 74.64X Cap: $51.08B
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Q: -6%. I can’t see any reason. What am I missing?

Upvote 3

Read Answer Asked by Danny on April 23, 2026

• Constellation Software Inc. (CSU $2,410.80)
  • $2,410.80 P/E (TTM): 74.64X Cap: $51.08B
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Q: Any guidance on the big drop in CSU today?

Upvote 3

Read Answer Asked by Mark on April 23, 2026

• Galaxy Digital Inc. (GLXY $26.01)
  • $26.01 Cap: $10.26B
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Q: Looking to increase holdings in GLXY from 1.5 to 3%. Any reason to wait until after quarter results announced before starting to add ?
Would appreciate your comments.
Thank you., as always.

Upvote 1

Read Answer Asked by Alexandra on April 23, 2026

• Global X Artificial Intelligence Infrastructure Index ETF (MTRX $36.30)
  • $36.30 Cap: $43M
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• CI Global Artificial Intelligence Fund (CIAI $36.38)
  • $36.38 P/E (TTM): 13.89X Cap: $1.14B
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• Global X Artificial Intelligence & Technology Index ETF (AIGO $32.70)
  • $32.70 P/E (TTM): 24.17X Cap: $20M
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Q: What CDN ETF would you recommend to play on the AI theme.

Thanks for the great service

Upvote 2

Read Answer Asked by Hector on April 23, 2026

• Thomson Reuters Corporation (TRI $122.65)
  • $122.65 P/E (TTM): 26.8X Cap: $54.57B
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• Lumine Group Inc. (LMN $20.14)
  • $20.14 P/E (TTM): 34.87X Cap: $5.16B
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Q: I plan to start an investment into either TRI or LMN. Which stock do you think has the most upside.

Thank-you.

Upvote 6

Read Answer Asked by Robert on April 23, 2026

• SoFi Agentic AI ETF (AGIQ $22.18)
  • $22.18 P/E (TTM): 38.09X Cap: $9M
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Q: Dear 5i
What stock or ETF would you recommend to play on the AI agent theme ? What do you think of cursor ?
Thanks
Bill C

Upvote 2

Read Answer Asked by Bill on April 23, 2026

• POET Technologies Inc. (PTK $7.38)
  • $7.38 Cap: $669M
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• Marvell Technology Inc. (MRVL $164.31)
  • $164.31 P/E (TTM): 53.93X Cap: $143.68B
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Q: Have been watching them for awhile now and am considering investing in them!
Would you please give me an analysis of them and would you seet hem continuing their upward momentum?
Thanx as usual
Gary

Upvote 1

Read Answer Asked by Gary on April 23, 2026

• Docebo Inc. (DCBO $24.96)
  • $24.96 P/E (TTM): 12.86X Cap: $717M
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Q: hi folks...2 n/r from Docebo dcbo/t....pre-lim of Q results, and update on company, etc....market likes both & stock up 8%....has bounced off lows at $20sh....your thoughts on company and prospects going forward....I owned and sold out when 5i did....thanks, jb

Upvote 3

Read Answer Asked by John on April 22, 2026