Investment Q&A

• Thinkific Labs Inc. Common Shares (THNC $1.83)
  • $1.83 P/E (TTM): 214.04X Cap: $124M
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Q: Good morning. Could i have your views on this co.

Upvote 2

Read Answer Asked by Rick on December 01, 2023

Q: Your thoughts on! Karo US

Upvote 1

Read Answer Asked by Henry on December 01, 2023

• WSP Global Inc. (WSP $240.45)
  • $240.45 P/E (TTM): 35.32X Cap: $31.40B
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• Descartes Systems Group Inc. (The) (DSG $114.45)
  • $114.45 P/E (TTM): 48.47X Cap: $9.83B
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• Kinaxis Inc. (KXS $175.83)
  • $175.83 P/E (TTM): 103.96X Cap: $4.93B
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• Stantec Inc (STN $94.50)
  • $94.50 P/E (TTM): 31.43X Cap: $10.79B
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Q: Would you prefer STN over WSP today?
Also would you prefer KXS over DSG?

Upvote 17

Read Answer Asked by Allen on December 01, 2023

• Calian Group Ltd. (CGY $46.47)
  • $46.47 Cap: $527M
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Q: Please comment on Calian Groups latest financial results. Would you consider it as a Hold or Buy at this time Thanks … Cal

Upvote 2

Read Answer Asked by cal on December 01, 2023

• Amazon.com Inc. (AMZN $226.28)
  • $226.28 P/E (TTM): 31.17X Cap: $2.41T
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• Meta Platforms Inc. (META $613.05)
  • $613.05 P/E (TTM): 26.32X Cap: $1.49T
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• Alphabet Inc. (GOOGL $318.58)
  • $318.58 P/E (TTM): 29.58X Cap: $3.84T
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• Microsoft Corporation (MSFT $474.00)
  • $474.00 P/E (TTM): 33.58X Cap: $3.50T
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• NVIDIA Corporation (NVDA $182.55)
  • $182.55 P/E (TTM): 50.96X Cap: $4.43T
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• International Business Machines Corporation (IBM $304.12)
  • $304.12 P/E (TTM): 35.49X Cap: $284.27B
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• Advanced Micro Devices Inc. (AMD $215.05)
  • $215.05 P/E (TTM): 101.28X Cap: $350.11B
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• Arista Networks Inc. (ANET $122.17)
  • $122.17 P/E (TTM): 44.53X Cap: $153.84B
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• Cadence Design Systems Inc. (CDNS $304.47)
  • $304.47 P/E (TTM): 77.67X Cap: $82.87B
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• Synopsys Inc. (SNPS $404.63)
  • $404.63 P/E (TTM): 53.3X Cap: $75.15B
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Q: Can you provide a list of top companies to play the AI phenom.

Upvote 7

Read Answer Asked by Kim on December 01, 2023

• Baylin Technologies Inc. (BYL $0.28)
  • $0.28 Cap: $41M
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Q: I purchased Baylin technologies based on a BNN guest pumping up the stock that it has world class technology and will payout over time but patience is required. Baylin now has a rights offering at $0.19 per share to existing shareholder and the current price is $0.175. The stock has been a Big Dog. What's your take on the stock ..... Is there any hope for Baylin ..... would you but this stock or should I dump the Dog and move on.
Thanks DAN

Upvote 4

Read Answer Asked by Daniel on December 01, 2023

• Tesla Inc. (TSLA $417.78)
  • $417.78 P/E (TTM): 260.73X Cap: $1.38T
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Q: Hello Peter,
I own TSLA shares mostly due to Elon Musk's innovation in the EV and other areas.. Given that he is always in the spot light (not always positive), do you think it is time to bail out or is the publicity just noise for now and will go away eventually . I am guessing it will be a rocky ride, but like to have your opinion given your experience in the industry. .. thanks very much

Upvote 2

Read Answer Asked by umedali on December 01, 2023

• Super Micro Computer Inc. (SMCI $33.32)
  • $33.32 P/E (TTM): 25.35X Cap: $19.89B
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Q: hi folks:

i find it odd the issue announced after hours

seems like 'too' modest an amount for the size of the company given their current balance sheet

comments always appreciated

thanks

Upvote 4

Read Answer Asked by Robert on December 01, 2023

• Snowflake Inc. (SNOW $241.99)
  • $241.99 Cap: $81.98B
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Q: This stock seems to be on the move ? The forward P/E 222.9 & ROE (- 16.1%) but these figures don't look good . Would you take a chance and start investing and at what entry price ?

Upvote 3

Read Answer Asked by Frank on December 01, 2023

• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • $0.56 Cap: $155M
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Q: please comment on nov 28 news re sale PayIQ
time to start a position?

Upvote 2

Read Answer Asked by howard on November 30, 2023

• Tesla Inc. (TSLA $417.78)
  • $417.78 P/E (TTM): 260.73X Cap: $1.38T
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• Lithium Americas Corp. (LAC $6.89)
  • $6.89 Cap: $2.02B
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• Albemarle Corporation (ALB $115.88)
  • $115.88 Cap: $13.63B
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• Kraken Robotics Inc. (PNG $5.39)
  • $5.39 P/E (TTM): 89.33X Cap: $1.65B
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• Enphase Energy Inc. (ENPH $26.78)
  • $26.78 P/E (TTM): 18.45X Cap: $3.50B
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Q: thinking we will be using many batteries in the next few years, any company you think might benefit from this?

Upvote 4

Read Answer Asked by harry on November 30, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
  • $219.14 P/E (TTM): 83.48X Cap: $285.16B
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Q: As a follow-up to Blake's question a couple of days ago, I see there was a negative report from Piper Sandler to underweight due to recent runup, valuations and reference to elements in 2024, Am now underweight SHOP and wondering whether I should keep accumulating or wait for a pullback. Your thoughts would be greatly appreciated. Thank you for your great service!

Upvote 20

Read Answer Asked by jeff on November 30, 2023

• Alphabet Inc. (GOOG $318.47)
  • $318.47 P/E (TTM): 29.58X Cap: $3.84T
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• Microsoft Corporation (MSFT $474.00)
  • $474.00 P/E (TTM): 33.58X Cap: $3.50T
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Q: I would like to add to my existing positions and I am asking myself about timing. Both are close to their Highs but there is momentum. It would be a long term Investment. Your opinion is valuable.
Thank You!
Albert

Upvote 14

Read Answer Asked by ALBERT on November 30, 2023

• Cisco Systems Inc. (CSCO $76.24)
  • $76.24 P/E (TTM): 29.38X Cap: $301.23B
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• Fortinet Inc. (FTNT $79.77)
  • $79.77 P/E (TTM): 32.45X Cap: $59.32B
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• Palo Alto Networks Inc. (PANW $183.89)
  • $183.89 P/E (TTM): 115.76X Cap: $128.17B
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• Zscaler Inc. (ZS $280.35)
  • $280.35 Cap: $44.37B
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• Splunk Inc. (SPLK)
  • P/E (TTM): 237.35X Cap: $26.43B
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• CrowdStrike Holdings Inc. (CRWD $506.82)
  • $506.82 Cap: $127.18B
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Q: In a 5iR response on Wednesday about CRWD, there was mention that "its (CRWD) performance seems better than many peers (not all)". And me, wondering what these "better" peers are???.....The reason for asking this is that if they are larger in market capitalization, I might be interested in investing in one....Keen to know about these peers.......Many thanks.....Tom

Upvote 6

Read Answer Asked by Tom on November 29, 2023

• TECSYS Inc. (TCS $34.81)
  • $34.81 P/E (TTM): 186.89X Cap: $516M
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Q: Hi there,

TCS is on a roll would you still consider it a buy even though it’s at a 52 week high?

Thanks!

Upvote 7

Read Answer Asked by Robert on November 29, 2023

• Super Micro Computer Inc. (SMCI $33.32)
  • $33.32 P/E (TTM): 25.35X Cap: $19.89B
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Q: Could you explain what on earth moves this stock like that in the last 6 months?

Upvote 5

Read Answer Asked by JR on November 29, 2023

• CrowdStrike Holdings Inc. (CRWD $506.82)
  • $506.82 Cap: $127.18B
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Q: Hello,
Would you be a buyer of this stock today for a 5 year hold. I am finally out of the red on this security and I wonder if its a good time to exit or hold on.
Thank you

Upvote 9

Read Answer Asked by Josette on November 29, 2023

• Vertiv Holdings LLC Class A (VRT $168.85)
  • $168.85 P/E (TTM): 60.31X Cap: $64.50B
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Q: Hi All at 5I!!

Could you please tell me what is going on with VRT??

Cheers,
Tamara

Upvote 3

Read Answer Asked by Tamara on November 29, 2023

• Docebo Inc. (DCBO $29.73)
  • $29.73 P/E (TTM): 28.31X Cap: $854M
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Q: DCBO has dropped from it’s $72 high. Any thoughts?

Upvote 6

Read Answer Asked by Martin on November 29, 2023

• Unity Software Inc. (U $41.59)
  • $41.59 Cap: $17.79B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: Hi All at 5i!
I am significantly underwater in these stocks in my TFSA. Should I sell off the little I have left and redirect the funds. I don't need the money at the moment, but also don't want to throw away what is left. Do either of these have a significant future to warrant hanging on?? Cheers, Tamara

Upvote 2

Read Answer Asked by Tamara on November 28, 2023