Investment Q&A

• The Trade Desk Inc. (TTD)
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• Alteryx Inc. Class A (AYX)
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• Unity Software Inc. (U)
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Q: Team, I believe you still have confidence in all 3 stocks listed. My question is in what order would you be adding to? Growth being the main criteria, two year time frame.

thanks
Dave

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Read Answer Asked by Dave on March 04, 2021

• Palantir Technologies Inc. (PLTR)
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Q: wanting to make an accurate analysis on this company .with insiders selling will they have incetive or become fat cats ? would you feel comfortable buying

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Read Answer Asked by cliff on March 04, 2021

• Veeva Systems Inc. Class A (VEEV)
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Q: What are your thoughts on its earnings report and prospects moving forward. Thoughts on drivers for the dip despite its earnings beat?

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Read Answer Asked by Justin on March 03, 2021

Q: Hi,

Wondering what your thoughts are on this company as a long term investment? Also is this the only pure play for AI or are their other companies in this space and would you consider any of them to be a better investment. Thanks a lot.

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Read Answer Asked by Clinton on March 03, 2021

Q: Just looked over recent results and it looks to me like their 2020 full year results were roughly the same or below 2019 numbers on some key metrics,this seems odd for a stock that is up 1600% in that year, would be in for a huge decline unless im missing something (my average cost is 5.05 and i am in for the long haul just dissapointed)what is your opininion here on the stock going forward B,S,or Hold and why thanks so much.

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Read Answer Asked by Greg on March 02, 2021

• Unity Software Inc. (U)
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Q: Hi 5i Team,
Your thoughts on Acuity ads earnings and it's prospects going forwards. As well, do you consider Unity a buy at present levels?
Thanks,
Bob

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Read Answer Asked by Bob on March 02, 2021

• BBTV Holdings Inc. Subordinate Voting Shares (BBTV)
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Q: Can you elaborate more on what BBTV do and how they make money? When is their next report? What is your expectation from the report? And when do you think the stock may get some traction?

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Read Answer Asked by Mahdi on March 02, 2021

• Dye & Durham Limited (DND)
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• Unity Software Inc. (U)
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Q: What are your thoughts on growth comparison between these two companies? I am thinking of selling U to capture a loss and buy DND.TO instead.
Peter

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Read Answer Asked by Peter on March 02, 2021

• Photon Control Inc. (PHO)
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• Broadcom Inc. (AVGO)
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• NVIDIA Corporation (NVDA)
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• SPDR Semiconductors ETF (XSD)
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• Ichor Holdings (ICHR)
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• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)
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• Ultra Clean Holdings Inc. (UCTT)
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• VanEck Vectors Semiconductor ETF (SMH)
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Q: There is a global shortage of semiconductors and I would like to know which Companies will benefit most in 2021. Can you please recommend what are your Top 5 stocks in this space and your reasons for picking them. Thank You.

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Read Answer Asked by ALNOOR on March 02, 2021

• SailPoint Inc. (SAIL)
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• LivePerson Inc. (LPSN)
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Q: What are your thoughts on LPSN and Sail? How is the management, Debt and would you recommend as buy, Sell or Hold.

My service expires this month - will it renew automatically or do I have to pay manually.

Thanks for the great service

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Read Answer Asked by Hector on March 02, 2021

• Roper Technologies Inc. (ROP)
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Q: Can I please have your thoughts on this company as a long term compounder in the future? Also, If you could comment on valuation that would be great.

Thanks

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Read Answer Asked by Keith on March 02, 2021

• Adobe Inc. (ADBE)
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• Microsoft Corporation (MSFT)
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Q: I have Microsoft and Adobe in my RRSP and would like to add to one of them. In your opinion, which one has better growth potential in terms of stock price appreciation in the next 1-2 years....and what are your reasons for picking one or the other ?

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Read Answer Asked by ALNOOR on March 02, 2021

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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Q: I am underweight technology exposure in my portfolio which is limited to a 5% position in ZQQ. What would your 5 top Canadian technology picks be in order of preference and what is your preferred Canadian listed ETF in the sector? Thanks.

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Read Answer Asked by Don on March 02, 2021

• Walmart Inc. (WMT)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• BigCommerce Holdings Inc. (BIGC)
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Q: BigCommerce Holdings looks like it entered a promising partnership with Wal-Mart. How do you like the name and their future prospects as they compete n the same space with shopify etc..

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Read Answer Asked by Chris on March 01, 2021

• Voxtur Analytics Corp. (VXTR)
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Q: Please comment on this IPO ? What it does, risk and potential?
thanks.

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Read Answer Asked by victor on March 01, 2021

• TECSYS Inc. (TCS)
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Q: Could I have your views on the 3rd quarter results for TCS announced yesterday. Thanks

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Read Answer Asked by Jacques on March 01, 2021

• Broadcom Inc. (AVGO)
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Q: Broadcom has slipped a bit lately. Is this just profit taking in advance of their quarterly report 04 March?

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Read Answer Asked by Stephen on March 01, 2021

• Sylogist Ltd. (SYZ)
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• Dye & Durham Limited (DND)
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Q: I am considering selling SYZ to buy DND. As a growth investor does this seem like a reasonable plan?

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Read Answer Asked by Danny on March 01, 2021

• Plug Power Inc. (PLUG)
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Q: Hi Team,

Can you give your opinion on the results out of PLUG?

Thanks!

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Read Answer Asked by David on March 01, 2021

• Palantir Technologies Inc. (PLTR)
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Q: can you comment on this company for US exposure in the growth side of a portfolio of a long term investor? Or is it too risky

Thanks

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Read Answer Asked by Sean on March 01, 2021