Investment Q&A

• InMode Ltd. (INMD $14.57)
  • $14.57 Cap: $1.01B
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Q: Can you give your thoughts on INMD's earnings today? The market isn't liking the continued rev and profit deceleration, and again lowered guidance. They blame economic forces but this pre dates Trump and the recent pullback, so one has to believe their previous products keep losing brand power. They have a lot of cash, and they bought back a lot of shares but its seeming like a bit of a value trap since the buybacks aren't making up for the business decel. They released a newer product in the last year but at this point we have no clue if its going to do well. Is this still a hold for you? Thx

Upvote 2

Read Answer Asked by Adam on April 29, 2025

• Alphabet Inc. (GOOG $209.16)
  • $209.16 P/E (TTM): 21.34X Cap: $2.50T
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Q: Apr 28 $162.42,1yrH $208.70,1yrL $142.66. A favourite of many incl.5i.Latest Q beat estimates.Good metrics,Cheapest of the M7.Down some 22% from 1 yrH.Why? Is it buyable here and a good entry price.Txs for u usual great services & views.

Upvote 8

Read Answer Asked by Peter on April 29, 2025

• Firan Technology Group Corporation (FTG $11.75)
  • $11.75 P/E (TTM): 20.74X Cap: $295M
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Q: FTG LOOKS LIKE A SLEEPER HITTING BIG POINTS ON MY SCORECARD. WHAT AM I MISSING? YOUR OPINION PLEASE PLEASE?

Upvote 2

Read Answer Asked by terrance on April 28, 2025

• Kraken Robotics Inc. (PNG $3.42)
  • $3.42 P/E (TTM): 50.14X Cap: $1.04B
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Q: PNG reported early this morning. Seems good. Can you assess things after call and provide how things shape for the future. Is this a good time to complete a position? What range might the stock be in a year out from now?

Upvote 4

Read Answer Asked on April 28, 2025

• INVESCO QQQ Trust (QQQ $570.32)
  • $570.32 P/E (TTM): 59.46X Cap: $367.94B
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• Vanguard Information Technology ETF (VGT $692.48)
  • $692.48 P/E (TTM): 90.62X Cap: $93.88B
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• Invesco NASDAQ 100 Index ETF (QQC.F $183.41)
  • $183.41 P/E (TTM): 107.97X Cap: $1.10B
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Q: can you recommend a canadian ETF that invests in Tech or would you prefer an American ETF

Upvote 2

Read Answer Asked by hal on April 28, 2025

• MDA Space Ltd. (MDA $44.01)
  • $44.01 P/E (TTM): 48.78X Cap: $5.49B
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Q: Hi 5i,

Would like to get your thoughts and outlook on MDA. Would you initiate a position in it today?

I'm looking to hold long term.

Thanks,
Kyle


Thanks,
Kyle

Upvote 3

Read Answer Asked by Kyle on April 25, 2025

• Vertiv Holdings LLC Class A (VRT $125.02)
  • $125.02 P/E (TTM): 73.59X Cap: $48.10B
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Q: Can you comment on Vertiv's earnings and the outlook for the stock? Positive market reaciton but how much of that is the market itself generally being up?
Thanks.

Upvote 5

Read Answer Asked by Martin on April 25, 2025

• QUALCOMM Incorporated (QCOM $156.42)
  • $156.42 P/E (TTM): 14.89X Cap: $170.49B
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• Corning Incorporated (GLW $66.78)
  • $66.78 P/E (TTM): 69.03X Cap: $56.33B
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• International Business Machines Corporation (IBM $239.43)
  • $239.43 P/E (TTM): 38.74X Cap: $225.51B
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Q: For a 4% total allocation to an income portfolio, would you own both GLW and IBM or just one? Or is there some other name you prefer?

Upvote 3

Read Answer Asked by Gregory on April 25, 2025

• Celestica Inc. (CLS $267.28)
  • $267.28 P/E (TTM): 42.27X Cap: $30.74B
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Q: Please advise if this is a buy, hold or sell after earnings.
Thanks

Upvote 7

Read Answer Asked by Rick on April 25, 2025

• Lumine Group Inc. (LMN $47.41)
  • $47.41 P/E (TTM): 176.19X Cap: $12.16B
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Q: Q : Hello 5i team

Would you be willing to complete a position on LMN today? Since it's US-centric, can the Trump administration hinder its development in any way? Is your conviction in this stock as high as ever?

Thanks

Upvote 7

Read Answer Asked by Charles on April 24, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $34.03)
  • $34.03 Cap: $13.30B
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• CoreWeave Inc. (CRWV $92.38)
  • $92.38 Cap: $45.38B
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Q: GLXY has come to life over the past week.

Is there anything happening here other than the price of BTC?

Sheldon

Upvote 2

Read Answer Asked by Sheldon on April 24, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
  • $194.87 P/E (TTM): 77.53X Cap: $255.35B
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Q: Hello 5i team,
How material is this data privacy class action lawsuit against SHOP in California?

Will this continue to be appealed or will this go forward?

This seems major since it's in California.

Andrew

Upvote 2

Read Answer Asked by Andrew on April 22, 2025

• Alphabet Inc. (GOOG $209.16)
  • $209.16 P/E (TTM): 21.34X Cap: $2.50T
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Q: Would be interested in your take on The search question. Many are saying Goog has lost its leadership position due to AI - I believe search is still the overwhelming cash cow for the company. It’s Gemini doesn’t appear to be getting much traction?

Upvote 6

Read Answer Asked by Scott on April 22, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
  • $194.87 P/E (TTM): 77.53X Cap: $255.35B
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• lululemon athletica inc. (LULU $202.44)
  • $202.44 P/E (TTM): 13.48X Cap: $23.22B
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• Celestica Inc. (CLS $192.91)
  • $192.91 P/E (TTM): 42.27X Cap: $22.19B
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• DeFi Technologies Inc. (DEFI)
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Q: According to Yahoo Finance average vulume for Canada is 1.2 million shares and for the US IT IS 5.5 million shares per day. Where did 5i get your numbers from?

Thx

Upvote 3

Read Answer Asked by blake on April 21, 2025

• Celestica Inc. (CLS $267.28)
  • $267.28 P/E (TTM): 42.27X Cap: $30.74B
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Q: Celestica trades up to 25% of its outstanding shares on a weekly basis and up to 50% some weeks lately. Any thoughts as to the turnover of shares? Could this be hedge funds churning the stock ?

Thx

Upvote 5

Read Answer Asked by blake on April 21, 2025

• Nano One Materials Corp. (NANO $0.98)
  • $0.98 Cap: $111M
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Q: What are your thoughts on Nano:ca

Upvote 1

Read Answer Asked by Terry on April 21, 2025

• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
  • View NVDA Profile
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• Celestica Inc. (CLS $192.91)
  • $192.91 P/E (TTM): 42.27X Cap: $22.19B
  • View CLS Profile
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Q: How do you think Celetica will perform in the current environment? Recent significant downgrade at JPM. Is it likly to react based on NVDA performance?
Thanks for all your guidance,

Mike

Upvote 5

Read Answer Asked by Michael on April 21, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
  • $194.87 P/E (TTM): 77.53X Cap: $255.35B
  • View SHOP Profile
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Q: Today you had question on negatives for SHOP that would trigger analysts Sell rating. Can you please comment on what would be the positives that would support analysts Buy rating for SHOP?

Upvote 7

Read Answer Asked by Hali on April 17, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
  • $194.87 P/E (TTM): 77.53X Cap: $255.35B
  • View SHOP Profile
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Q: SHOP has received some so-so analyst ratings recently. Some are buys and some are hold and sell. I know 5i likes SHOP. But if you had to put a bad report together on SHOP, what would be the negatives that would result in a poor rating. I guess I'm asking what does one have to worry about specifically with SHOP?

Upvote 7

Read Answer Asked on April 16, 2025

• Celestica Inc. (CLS $267.28)
  • $267.28 P/E (TTM): 42.27X Cap: $30.74B
  • View CLS Profile
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Q: What does the market expect next week? CLS has dropped 30% since last ER which was good so any thoughts please?

Upvote 4

Read Answer Asked by blake on April 16, 2025