Investment Q&A

• Alphabet Inc. (GOOG)
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• Open Text Corporation (OTEX)
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Q: Hi,
Now that OpenText and Alphabet have a strategic partnership, where Google Cloud’s preferred Information Management partner is now OpenText, do you think there is any chance Alphabet will buy OpenText? If that were to happen, what kind of premium might OpenText attract compared to current share price? Thank you.
Michael

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Read Answer Asked by Michael on September 13, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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Q: Lightspeed is up 5 fold since I purchased it.Thank you very much.I am considering selling half to buy Nuvei. What do you think?

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Read Answer Asked by Allen on September 13, 2021

• Neo Lithium Corp. (NLC)
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• Sociedad Quimica y Minera S.A. (SQM)
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• Lithium Americas Corp. (LAC)
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Q: based on the demand for increased use of solar and EV going forward, which mining companies would be the suppliers of the raw materials needed for these industries

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Read Answer Asked by darcy on September 10, 2021

• ESE Entertainment Inc. (ESE)
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Q: Can I have your thoughts on this company for now and future growth? Thanks

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Read Answer Asked by Colette on September 10, 2021

• Dye & Durham Limited (DND)
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Q: DND has been weak recently. I see no news. Do you see anything that would explain it? Is it a buy at this level?

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Read Answer Asked on September 10, 2021

• C3.ai Inc. Class A (AI)
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• Fobi AI Inc. (FOBI)
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Q: Interested in getting more information on these 2 company’s. Fundamentals, financials,
1. They seem in the same space, are their any similarities?
2. Would you buy one over the other, or should I wait to see more of their performances?
3. I am interested in buying a small position in both. Which would you buy first, or would you jump right in and add some later?
Thanks for your very precious guidance, it has been ever so beneficial in the past.
John

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Read Answer Asked by John on September 10, 2021

• Airbnb Inc. (ABNB)
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Q: Is ABNB still a long term hold with the lingering concerns with COVID delta variant and likely future variants? Thanks.

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Read Answer Asked by Peter on September 09, 2021

• Alphabet Inc. (GOOG)
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• NVIDIA Corporation (NVDA)
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• Unity Software Inc. (U)
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• C3.ai Inc. Class A (AI)
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Q: What are the top Artificial Intelligence companies to invest in at this stage, if one is looking for a ten year time horizon and multi-bagger potential with a very high risk tolerance.

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Read Answer Asked by Michael on September 09, 2021

• Constellation Software Inc. (CSU)
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Q: Would you still give Constellation Software (CSU.CA)
an A Rating today? And why?
Thank you.

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Read Answer Asked by Uli on September 09, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Can you comment on announcement that Amazon is developing a POS system to go against Shopify, PayPal etc. How much of a threat is this and what impact on the stock could it have?

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Read Answer Asked on September 09, 2021

• Upstart Holdings Inc. (UPST)
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• Fobi AI Inc. (FOBI)
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Q: Question 1 - Can I please have your current thoughts on FOBI - AI (FOBI:CA)?

Question 2 - With the recent run-up with UPST (it has almost doubled in a month)what would be your thoughts on an entry point for that company? Wait for pullback or enter now?

Thanks!

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Read Answer Asked by Brian on September 09, 2021

• Descartes Systems Group Inc. (The) (DSG)
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Q: Can I please have your comments on Descartes recently announced earnings. Apparently it missed analysts expectations and is down significantly in after hours trading. What do you see for the future of this stock. Your thoughts would be appreciated. Thanks

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Read Answer Asked by Brian on September 09, 2021

• Upstart Holdings Inc. (UPST)
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Q: May I please have your current thoughts on AcuityAds Holdings(AT:CA)?
I'm currently down +/- 40% and was wondering if it is worth holding onto (doesn't seem to be going anywhere lately) or moving on and putting funds to work with something like UPST. Or something else that you would recommend.

Thanks so much!

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Read Answer Asked by Brian on September 09, 2021

• NVIDIA Corporation (NVDA)
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• Constellation Software Inc. (CSU)
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• Converge Technology Solutions Corp. (CTS)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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• Topicus.com Inc. (TOI)
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Q: What grade would you give Converge Technology Solutions? How would you rank the stocks above at current valuation to buy right now? Thanks

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Read Answer Asked by Ben on September 09, 2021

• Purpose Bitcoin ETF (BTCC.B)
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• Purpose Bitcoin ETF (BTCC)
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• 3iQ Bitcoin ETF (BTCQ.U)
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• Purpose Ether ETF (ETHH.B)
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Q: I am with TD and wanted to further explore crypto currencies.

I am looking at Bitcoin, Ethereum (CRYPTO:ETH), Stellar (CRYPTO:XLM) and Cardano (CRYPTO:ADA.

I am not sure, but I could buy Bitcoin with BTCC.B?
Ethereum with ETHH.B?
And I would have to buy Stellar and Cardano with Coinbase, or does TD or Weatlhsimple do this?
Or is there an ETF for Stellar and Cardano or is there an ETF for a group of newer coins?
Really confused Boomer.

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Read Answer Asked by Terry on September 09, 2021

Q: Hello,

Can you comment on this stock. It seems to be in the right place at the right time. However, I am unable to conceptualize if the current math are right for this stock to jump in, i.e., P/E, EBITA, etc., etc. Thank you for the great service..

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Read Answer Asked by ANDY on September 08, 2021

• Alphabet Inc. (GOOG)
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• NVIDIA Corporation (NVDA)
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• CrowdStrike Holdings Inc. (CRWD)
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• C3.ai Inc. Class A (AI)
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Q: What is your take on AI ?would you be a buyer right now?
You see a very bright future for this company?
If you want to buy a stock in a US company what would be your top 3 be,regardless of sector?

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Read Answer Asked by Josh on September 08, 2021

• Salesforce Inc. (CRM)
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Q: Hi,
I was looking in questions and could not find anyone who asked about the last quarterly results.
Could you provide your take on the latest quarter please?
Also, what are analysts expectations over the coming years in terms of growth for revenues and EPS? On a forward basis what is current PE?
Thanks,
Dan

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Read Answer Asked by Daniel on September 08, 2021

• Coinbase Global Inc (COIN)
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Q: HI

Wondering about coinbase and its future. Bought in when it went public and it is down but slowly climbing. What do you think of this company going forward.

thanks
K&C

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Read Answer Asked by cindy on September 07, 2021

• Riskified Ltd. Class A (RSKD)
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Q: Hello 5i,

I would like your thoughts on this company. Is there any resemblance to UPST?
As always, thank you very much for your insight.

Marc

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Read Answer Asked by Marc on September 07, 2021