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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Would you be agreeable to selling BABA for tax loss and replacing it with PINTEREST? Baba is cheap but the China problem does not look like ending any time soon and Pinterest also looks attractive. Thankyou If you have a better tech idea feel free to mention it.
Read Answer Asked by John on February 24, 2022
Q: What do you think of twilio's downside from here? Is it a company that that you like once the tech market's calm down. Where do you think the long term upside potential for this company is? What are the pros and cons of this stock, concerning the market they are in and where they rank in it, the financial ratios, insider buying/selling ? Would you consider it a buy, hold or sell at this time? Is this and will this be a dominant player? Thanks
Read Answer Asked by James on February 23, 2022
Q: Portfolio Analysis is suggesting I need more Tech and was going to purchase more in my RRSP. Right now I have a full position in KXS,ET and ABST. Half position in LSPD,APPS, AT, MSFT and ENGH. Quarter position in TOI and CSU. I was looking to add SYZ or any other stock you think. Maybe add to my 1/2 or 1/4 positions. Is there any overlap within this sector. Looking for some stability and some growth.

Thanks Greg
Read Answer Asked by Greg on February 23, 2022
Q: Happy Family Day to everyone at 5i! I am a firm believer that technology is our way in the future and holds great potential for growth. From all the research that you have done, which two technology stocks, either US or Canadian hold the greatest potential for future growth and why. Cheers, Tamara
Read Answer Asked by Tamara on February 23, 2022
Q: In view of multiple technology stocks decline would you be in favor of gradually add such ETF to a portfolio to achieve desired technology sector and US geographic diversification percentage in someone portfolio ? Eventually such large technology stocks will be again dominating force in the economy growth. Do you have a different view for such approach?
Read Answer Asked by Miroslaw on February 23, 2022
Q: I'm confused by the forward P/E I'm seeing for CSU in the 31 range using earning estimates of about $67 versus the trailing P/E of 111. Earnings per share before non recurring items was $23 in 2018, $21 in 2019 and $28 in 2020. Should I have much confidence in the high earnings increase for 2022 and 2023?
Read Answer Asked by Murray on February 22, 2022
Q: Hello 5I.
Just wondering if there are any payment/fintech stocks out there that are actually cheap? I know many have had big falls? Please add names I missed. Thanks
Read Answer Asked by Tyler on February 22, 2022
Q: Hi 5i Team - According to my calculations Lightspeed has about $7 per share in cash. Could you confirm if this accurate. Since the stock is now in the mid-thirties is this a fairly high proportion of the price to have in cash. Has Lightspeed indicated how they might use their cash e.g. acquisitions, R&D, etc.

Secondly, with the restaurant business opening up again, shouldn't this be good for Lightspeed and is it being overlooked in today's share price.

Thirdly, what multiples would you use to value Lightspeed at a price in the 35 to 40 dollar range.

Thank you.
Read Answer Asked by Rob on February 22, 2022
Q: I'd like to start picking up some tech stocks and am looking for recommendations in Canada and the US. Currently thinking of the following:

US: EPAM, ADBE, MSFT, FB
CA: TOI, TIXT, SHOP and NUVEI

Do you like this list or are there changes you would make to my list?
Read Answer Asked by Carla on February 22, 2022
Q: I'm thinking the drop in OTEX price is making it look attractive. The current P/E of 24 looks reasonable for this company but I'm seeing a range of forward P/E of 14 to 55 for OTEX. Are you aware of any concerns over future earnings? Do you consider
CSU:CA as more attractive for a 5 year hold?
Read Answer Asked by Murray on February 22, 2022
Q: Hi 5i Team - My question is both general and specific. When putting a value on a company the term multiple is often used. When talking about multiples could you explain what kinds of metrics this may involve, such as Price per Earnings, Price per Sales, Price per Cash Flow, etc. What multiples do you feel are the most useful in assessing the value of a company. Also what is the difference between cash flow and free cash flow.

The specific part of this question applies to SHOP. What are the most useful multiples to evaluate SHOP at today's price. Is it possible that it is now reasonably priced without the added bonus of expected growth (albeit slowing growth) Thank you.
Read Answer Asked by Rob on February 22, 2022
Q: What is your opinion of the current value and future of this ETF?
Last summer the parent company announced they intended to roll the shares in to a larger company.
Would or could you recommend another ETF to hold for cybersecurity investing?
Read Answer Asked by DAVE on February 22, 2022
Q: What would be your current top 5 buys in the US and Canada? Thanks
Read Answer Asked by Dave on February 22, 2022
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