Investment Q&A

• Martello Technologies Group Inc. (MTLO)
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Q: MTLO Q3 just released. Microsoft DEM and the integration of GSX seems to be the future for this company. Legacy revenues are shrinking. Do you believe the growth rate for DEM (17% Q3 over Q2) is high enough to make a real difference? Their stated outlook says " will grow this 60% by year end 2022. In number terms that is
$1.85 mil + 60% growth = $2.9 mil (rev from DEM in Q4 2022) This seems like high growth but still relative. What is your take... are they really moving to a viable, profitable company?

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Read Answer Asked by Harry on February 19, 2021

• The Trade Desk Inc. (TTD)
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• Roku Inc. (ROKU)
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Q: Two of you favourites, ROKU and TRADE DESK, please comment on earnings and the softness in after hours trading.
Thank you

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Read Answer Asked by Marty on February 19, 2021

• Descartes Systems Group Inc. (The) (DSG)
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• Enghouse Systems Limited (ENGH)
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• Kinaxis Inc. (KXS)
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Q: Which stock has the most upside over the next two years and which one do you think has the least downside from where we are today? Thank you.

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Read Answer Asked by Richard on February 19, 2021

• Roku Inc. (ROKU)
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• Pinterest Inc. Class A (PINS)
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Q: Knowing ROKU and PINS are in different business, their market caps are similar and share price performances in a 1 year are also similar. If just buy one, which one will you pick? Thanks.

Lin

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Read Answer Asked by Lin on February 19, 2021

• Constellation Software Inc. (CSU)
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• Topicus.com Inc. (TOI)
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Q: Since CSU and Topicus are somewhat similar, the latter with a European focus, would you think it to be able to take the same path to growth that CSU took years ago? In other words, do you look at TOI as being a mini-CSU with (hopefully) a similar story of acquisitions and long term success? Lastly, is Management of TOI considered "top notch"? Thanks as always!

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Read Answer Asked by Doug on February 19, 2021

• Fastly Inc. Class A (FSLY)
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Q: Hi 5i
Now that Fastly has had earnings annoucement stock is down -12%. In your opinion does it still have more to move down or would you be OK with initiating a small position 2 for 1-2 year hold at current price.
How do you view current earning?
Thx
Jim

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Read Answer Asked by jim on February 18, 2021

• Ballard Power Systems Inc. (BLDP)
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• iShares S&P Global Clean Energy Index Fund (ICLN)
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• Bloom Energy Corporation Class A (BE)
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• FuelCell Energy Inc. (FCEL)
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Q: I’m looking at Hydrogen & Clean Energy ETF’s. Can you rank these 3 BLDP, FCEL, & BE ? Also looking at ICLN ETF. What are your thoughts on all 3 as well as the ETF. Thanks.

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Read Answer Asked by Derek on February 18, 2021

• Silicom Ltd (SILC)
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Q: SILC got a very positive review in Barrons last weekend. What is your opinion of its 2-3 year growth prospects?

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Read Answer Asked by David on February 18, 2021

• Constellation Software Inc. (CSU)
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• Topicus.com Inc. (TOI)
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Q: Can you please describe what these companies do exactly and explain?

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Read Answer Asked by Fabio on February 18, 2021

• Stem Inc Com (STPK)
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Q: What are your thoughts on $STPK? What would be the stock symbol to choose from the 3 if buying this company?

thanks Valter

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Read Answer Asked by Valter on February 18, 2021

• Alphabet Inc. (GOOG)
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• Accenture plc Class A (Ireland) (ACN)
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• International Business Machines Corporation (IBM)
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Q: "Quantum computers would provide the computing power required to solve problems that are currently intractable for classical computers—at least in a timeframe that’s practical." Analytic Insights Magazine.
It lists top 10 quantum computing co in 2020 by alphabetical orders: Accenturre-ACN, Alibaba-BABA, AMZN, GOOG,, MSFT, INTC, IBM, BAIDU, AT&T, Atos Quantum. Your thought on 2021 on my preferences: IBM, GOOG and ACN

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Read Answer Asked by Nhung on February 17, 2021

• Unity Software Inc. (U)
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Q: I have substantial holdings in the US technology sector. The only stock underwater is Unity Software. Would you continue to hold or shift the funds to one of CRWD, SE, MU or PLTR in which I have only partial positions? Which would be your second choice if I were to divide the funds?
Thank you.

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Read Answer Asked by Peter on February 17, 2021

• PayPal Holdings Inc. (PYPL)
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• Block Inc. Class A (SQ)
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Q: May I get your thoughts on this company? Thanks.

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Read Answer Asked by Marco on February 17, 2021

• Palantir Technologies Inc. (PLTR)
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Q: This stock has come off quite a bit post earnings and down from its high. What impact do you expect the lock up period expiry to have on the stock and would you initiate a position now or wait until after?

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Read Answer Asked by Aleem on February 17, 2021

• NVIDIA Corporation (NVDA)
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• Lightspeed Commerce Inc. Subordinate (LSPD)
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Q: With both having a bit of a drop today which one would you choose of the two, thanks.

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Read Answer Asked by Peter on February 17, 2021

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Would you see today’s price share drop as a buying opportunity or would you wait for volatility to settle down?

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Read Answer Asked by Josette on February 17, 2021

• BlackLine Inc. (BL)
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Q: What are your thoughts on BL earnings. Stock is down 15%. Is it still buy, hold or sell. I still hold half position and sold half last week due to run-up. I am still up 30% should I continue to hold, buyback half position, or sell.

Thanks for the great service

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Read Answer Asked by Hector on February 17, 2021

• Dye & Durham Limited (DND)
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Q: Hi 5i,

Do you know who the inside sellers were with the recent DND financing?

Can you provide information on the new debenture? Interest rate and conversion price would be nice.

Thanks
John

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Read Answer Asked by John on February 17, 2021

• Open Text Corporation (OTEX)
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• CGI Inc. (GIB)
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• Topicus.com Inc. (TOI)
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Q: Hello 5I
I am thinking of switching CGI Group (1.05% of portfolio) and OTEX (3.19% of portfolio) for TOPICUS , looking for more growth. TOPICUS also looks like a company that may employ AI going forward in their vertical market software offerings. I am a bit overweight Technology but not concerned about it.
You thoughts please
Thank You
Clarence

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Read Answer Asked by Clarence on February 17, 2021

• Advent Technologies Holdings Inc. (ADN)
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Q: Good morning. Can I get your thoughts on ADN,,,, Advent Technologies? Thanks.

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Read Answer Asked by David on February 17, 2021