Investment Q&A

• Enghouse Systems Limited (ENGH $20.56)
  • $20.56 P/E (TTM): 15.29X Cap: $1.13B
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Q: Hello 5i Team,
What are your thoughts on ENGH's acquisition today? I've been a frustrated shareholder the last 2 years.
Thank you,
Brent

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Read Answer Asked by Brent on May 18, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
  • $15.46 Cap: $2.26B
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Q: What’s the thoughts on the quarter?

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Read Answer Asked by sean on May 18, 2023

• Sea Limited American Depositary Shares each representing one Class A (SE $180.82)
  • $180.82 P/E (TTM): 254.05X Cap: $107.04B
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Q: Hi, Can I get your take on Sea Limited’s recent earnings? I thought they looked pretty good but this morning’s market reaction, not positive.

I’m at a loss on this one in a registered account but I still like the long story. Am I wrong? Would you hold, sell or add at this level? I understand it’s a personal decision…

Thanks,

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Read Answer Asked by Doris on May 18, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: I really can't understand CTS's stock price.
They beat earnings with .12 with estimates at .086. EPS which you have mentioned is 9X is supposed to rise 60% in the next 2 years.

Why is this tech stock at lows and not trading like its fundamentals?

Thanks

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Read Answer Asked by Herm on May 18, 2023

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.29)
  • $124.29 P/E (TTM): 16.78X Cap: $27.88B
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• CDW Corporation (CDW $145.04)
  • $145.04 P/E (TTM): 19.49X Cap: $19B
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• Softchoice Corporation (SFTC $24.49)
  • $24.49 P/E (TTM): 25.32X Cap: $1.47B
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Q: Please provide your analysis of its quarterly results released this morning. Is it attractive at this price or are there better alternatives in its sub-sector?
Thanks, Tim.

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Read Answer Asked by tim on May 17, 2023

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Hello 5I
I would like your opinion on SQ, if it’s worth while hanging in or just move on. I’m in the red and wonder if I can put the money to better use.
Thanks
Maurice

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Read Answer Asked by Maurice on May 17, 2023

• Intuit Inc. (INTU $641.79)
  • $641.79 P/E (TTM): 48.12X Cap: $178.93B
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Q: Your thoughts on buying Intuit and is it a good time to buy at this price

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Read Answer Asked by Nick on May 17, 2023

• Lumine Group Inc. (LMN $37.83)
  • $37.83 P/E (TTM): 148.63X Cap: $9.70B
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Q: Hi, Could you please comment on Lumine earnings. Does it support the investment thesis and current valuation ? Thank You

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Read Answer Asked by rajeev on May 17, 2023

• Sangoma Technologies Corporation (STC $6.81)
  • $6.81 Cap: $226M
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Q: How do you view Sangoma's most recent quarterly results?

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Read Answer Asked by Charles on May 17, 2023

• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.41B
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• Topicus.com Inc. (TOI $140.00)
  • $140.00 P/E (TTM): 66.88X Cap: $11.85B
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• Lumine Group Inc. (LMN $37.83)
  • $37.83 P/E (TTM): 148.63X Cap: $9.70B
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Q: Could you please describe the differences between these three companies and would it be sensible to hold all three?
Thanks
Jeff

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Read Answer Asked by JEFF on May 17, 2023

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.26)
  • $6.26 Cap: $1.74B
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• Lumine Group Inc. (LMN $37.83)
  • $37.83 P/E (TTM): 148.63X Cap: $9.70B
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Q: What would be your preference in LMN vs TIXT today? Thank you!

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Read Answer Asked by Andrew on May 17, 2023

• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.41B
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Q: Hi, Do you like the Constellation earnings and its outlook ? Thank You

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Read Answer Asked by rajeev on May 16, 2023

• Dye & Durham Limited (DND $6.72)
  • $6.72 Cap: $451M
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Q: DND is doing a Dutch auction at not less than $17.00 and it is now trading at $16.10. What??

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Read Answer Asked by Edgar on May 16, 2023

• Lumine Group Inc. (LMN $37.83)
  • $37.83 P/E (TTM): 148.63X Cap: $9.70B
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Q: Hi Peter, can you comment on the share cap table of Lumine. With CSU and the hedge fund and others - can you elaborate on other big shareholders (and their stake) and can you comment on how tight the float is. Also at the $19 level is it a buy?

Thank you

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Read Answer Asked by Frank on May 16, 2023

• Toast Inc. Class A (TOST $34.98)
  • $34.98 P/E (TTM): 96.58X Cap: $21.48B
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Q: Everyone, appreciate your comments on latest quarter. Clayton

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Read Answer Asked by Clayton on May 15, 2023

• Descartes Systems Group Inc. (The) (DSG $133.62)
  • $133.62 P/E (TTM): 58.25X Cap: $11.48B
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• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.0X Cap: $5.14B
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Which would you pick between KXS and CTS today? Are there other preferred picks in their league that could be considered?

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Read Answer Asked by Andrew on May 15, 2023

• Unity Software Inc. (U $36.08)
  • $36.08 Cap: $16.46B
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Q: Hi Team,

Can you comment on the latest quarter and your current outlook?

Thanks!

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Read Answer Asked by David on May 15, 2023

• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.41B
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Q: The earnings estimates for CSU for 2023 ($81.51) and 2024 ($97.14) seem substantially higher than what was actually reported in 2022 ($24.18), 2021 ($14.65) 2020 ($20.59). What would explain the analysts estimating EPS over three times higher in 2023 compared to 2022?
Mike

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Read Answer Asked by michael on May 15, 2023

• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.72X Cap: $2.30T
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• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 26.17X Cap: $2.92T
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Q: Hi 5i,
What is your take on Google and Amazon the next 12 months ?
Hold/Buy/Sell ?
thank you.
John.

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Read Answer Asked by John on May 15, 2023

• Snowflake Inc. (SNOW $242.17)
  • $242.17 Cap: $82.04B
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Q: I own SNOW and am down 30%. It has been loudly touted as a future all star stock by folks like Brad Gerstner. But hasn’t lived up to the hype and is about 1/2 of previous highs.

With all the focus on and interest in AI, am I better to hold or add to Snow or sell and buy one or more stock that looks to have better upside potential. Do you have 2-3 favourites ?


Thanks for your help.

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Read Answer Asked by Donald on May 12, 2023