Investment Q&A

• Garmin Ltd. (Switzerland) (GRMN $237.12)
  • $237.12 P/E (TTM): 29.22X Cap: $45.07B
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• Quanta Services Inc. (PWR $381.51)
  • $381.51 P/E (TTM): 58.55X Cap: $56.02B
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• Axon Enterprise Inc. (AXON $766.79)
  • $766.79 P/E (TTM): 185.63X Cap: $59.02B
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• CrowdStrike Holdings Inc. (CRWD $490.01)
  • $490.01 Cap: $111.80B
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Q: Happy New Year! I like investing in themes (aging population, infrastructure, internet retail, water, security ect) and am wondering if you have 3-4 thematic stock suggestions that you think are interesting here. So ya know, I am chock full of AI names at the moment as you might guess. Thanks

Upvote 10

Read Answer Asked by Martin on January 08, 2025

• Constellation Software Inc. (CSU $4,303.80)
  • $4,303.80 P/E (TTM): 107.55X Cap: $90.73B
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Q: Hello,

Constellation was at its 200 day yesterday. Is it a good buy here?

Upvote 4

Read Answer Asked by James on January 08, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $207.81)
  • $207.81 P/E (TTM): 82.16X Cap: $264.51B
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Q: I see 3 new analyst ratings this week. One buy and two holds. Small sample but not a ringing endorsement. Has anything changed? It had a particularly rough day yesterday. Does it still make your top 5 growth stock picks or has it fallen down the list? What do you see going forward>

Upvote 8

Read Answer Asked on January 08, 2025

• NVIDIA Corporation (NVDA $175.65)
  • $175.65 P/E (TTM): 56.41X Cap: $4.13T
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• Oracle Corporation (ORCL $299.25)
  • $299.25 P/E (TTM): 70.66X Cap: $856.52B
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• Vertiv Holdings LLC Class A (VRT $139.39)
  • $139.39 P/E (TTM): 65.38X Cap: $52.25B
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Q: Nvidia has been a ten bagger for me and I’m obviously ecstatic with this momentum. I’ve trimmed with my original stake at just under 100.00. It’s about ten percent of my portfolio. I know you don’t advise on individual portfolios but might it be wise to trim more and diversify further within the sector with Oracle! I also own Vertiv Holdings. Thanks. Your support and knowledge have been tremendously helpful over the years.

Upvote 10

Read Answer Asked by Dennis on January 07, 2025

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $207.81)
  • $207.81 P/E (TTM): 82.16X Cap: $264.51B
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Q: SHOP is down heavy at 10:45 Tuesday. Only news I see is something about EMERGE selling domain names to SHOP (if I have it right). Is this causing the price drop or something else? Is it material? Yours thoughts ..., thanks

Upvote 5

Read Answer Asked on January 07, 2025

• Constellation Software Inc. (CSU $4,303.80)
  • $4,303.80 P/E (TTM): 107.55X Cap: $90.73B
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• Descartes Systems Group Inc. (The) (DSG $139.38)
  • $139.38 P/E (TTM): 59.9X Cap: $11.83B
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• Enghouse Systems Limited (ENGH $20.96)
  • $20.96 P/E (TTM): 15.42X Cap: $1.15B
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• Kinaxis Inc. (KXS $185.07)
  • $185.07 P/E (TTM): 154.88X Cap: $5.22B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $207.81)
  • $207.81 P/E (TTM): 82.16X Cap: $264.51B
  • View SHOP Profile
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• Lumine Group Inc. (LMN $45.77)
  • $45.77 P/E (TTM): 171.53X Cap: $11.67B
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Q: Is this stock a buy?

Upvote 12

Read Answer Asked by Colin I on January 07, 2025

• Applovin Corporation (APP $630.48)
  • $630.48 P/E (TTM): 85.89X Cap: $205.20B
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Q: Happy new year to the 5i team and readers! In your Jan.6th answer to Judith you ranked App no.1. Can you please elaborate on why it’s a top pick and comment on valuation. I am concerned about valuation - but then again, I’ve sold many a growth stock prematurely due to this concern and missed out on gains!

Jason

Upvote 4

Read Answer Asked by Jason on January 07, 2025

• NVIDIA Corporation (NVDA $175.65)
  • $175.65 P/E (TTM): 56.41X Cap: $4.13T
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• Battery Mineral Resources Corp. (BMR $0.10)
  • $0.10 Cap: $18M
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Q: What do you think about these two stocks. TSSI has been on a tear lately. BMR on the other hand is struggling but has some nice contracts with Nvidia and others.

Upvote 1

Read Answer Asked by Imtiaz on January 07, 2025

• Vitalhub Corp. (VHI $11.40)
  • $11.40 P/E (TTM): 129.88X Cap: $618M
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Q: Happy new year! I read the news that vital hub has issued a short form prospectus, but I don't understand what this means. Does this mean dilution, or is it more positive for the stock? Would it be worth taking a nibble at this point?

Upvote 5

Read Answer Asked by Lada on January 07, 2025

• Constellation Software Inc. (CSU $4,303.80)
  • $4,303.80 P/E (TTM): 107.55X Cap: $90.73B
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Q: Hello Peter and all at 5i: I am reading about "Power Corp unit backs CSU copycat Valsoft " and I believe there are more who would like to copy CSU. Do you feel CSU is so far ahead one shouldn't worry too much? Having 5i to hold our hand is very important to this investor. Thank you Barb

Upvote 3

Read Answer Asked by Barbara on January 07, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $46.45)
  • $46.45 Cap: $17.10B
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Q: When will GLXY listed on Nasdaq after re-domiciling to Delaware ? Would that listing cause dilution and temporary price drop ? Thanks a million .

Upvote 4

Read Answer Asked by Lai Kuen on January 06, 2025

• Galaxy Digital Inc. Class A common stock (GLXY $46.45)
  • $46.45 Cap: $17.10B
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• Purpose Bitcoin ETF (BTCC.B $22.81)
  • $22.81 Cap: $1.61B
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• Coinbase Global Inc (COIN $338.61)
  • $338.61 P/E (TTM): 31.72X Cap: $82.36B
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• Fidelity Advantage Bitcoin ETF (FBTC $53.54)
  • $53.54 Cap: $1.38B
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• ISHARES BITCOIN TR (IBIT $66.92)
  • $66.92 Cap: $87.61B
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• Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $102.79)
  • $102.79 Cap: $21.52B
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Q: What would be your preferred Bitcoin stock or ETF to buy in Canada & the USA?

Thank you.

Upvote 13

Read Answer Asked by Ross on January 06, 2025

• Enterprise Group Inc. (E $1.46)
  • $1.46 P/E (TTM): 42.06X Cap: $111M
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• Zedcor Inc. (ZDC $4.60)
  • $4.60 P/E (TTM): 254.71X Cap: $453M
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• Vitalhub Corp. (VHI $11.40)
  • $11.40 P/E (TTM): 129.88X Cap: $618M
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• MDA Space Ltd. (MDA $32.44)
  • $32.44 P/E (TTM): 36.23X Cap: $4.03B
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Q: Happy New Year 5i.

I want to add $14000 of Canadian small caps to the two TFSAs in my family. I'm looking at adding two of VHI, ZDC, MDA, and E in equal amounts. Can you rank them in order of preference with a brief explanation? Thanks.

Upvote 11

Read Answer Asked by Nicola on January 06, 2025

• CrowdStrike Holdings Inc. (CRWD $490.01)
  • $490.01 Cap: $111.80B
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Q: I pulled the chute in the summer of '24 when they had their outage issue. The stock peaked at $390 USD last year and is now back to $360. Is the coast clear? Your views for 2025?

Upvote 8

Read Answer Asked by Kim on January 06, 2025

• Fortinet Inc. (FTNT $81.54)
  • $81.54 P/E (TTM): 32.83X Cap: $61.52B
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• Palo Alto Networks Inc. (PANW $206.19)
  • $206.19 P/E (TTM): 125.45X Cap: $135.86B
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• Zscaler Inc. (ZS $286.62)
  • $286.62 Cap: $44.23B
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• CrowdStrike Holdings Inc. (CRWD $490.01)
  • $490.01 Cap: $111.80B
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Q: What are your favourite cybersecurity stocks these days? Thank you!

Upvote 19

Read Answer Asked by Judith on January 06, 2025

• Broadcom Inc. (AVGO $345.25)
  • $345.25 P/E (TTM): 91.84X Cap: $1.63T
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• Micron Technology Inc. (MU $169.01)
  • $169.01 P/E (TTM): 28.51X Cap: $179.04B
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• Advanced Micro Devices Inc. (AMD $154.33)
  • $154.33 P/E (TTM): 91.69X Cap: $258.29B
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• Enphase Energy Inc. (ENPH $37.94)
  • $37.94 P/E (TTM): 30.22X Cap: $5.06B
  • View ENPH Profile
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• Vertiv Holdings LLC Class A (VRT $139.39)
  • $139.39 P/E (TTM): 65.38X Cap: $52.25B
  • View VRT Profile
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Q: Please estimate 1-2 year performance rank for these five stocks currently on my watch list. Thanks!

Upvote 12

Read Answer Asked by Terry on January 06, 2025

• NVIDIA Corporation (NVDA $175.65)
  • $175.65 P/E (TTM): 56.41X Cap: $4.13T
  • View NVDA Profile
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• Constellation Software Inc. (CSU $4,303.80)
  • $4,303.80 P/E (TTM): 107.55X Cap: $90.73B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: Hi Folks,
TFSA time - I am thinking of starting a new position in NVDA or adding to my position in CSU.
May I have your opinion?
Thanks

Upvote 21

Read Answer Asked by JOHN on January 06, 2025

• Descartes Systems Group Inc. (The) (DSG $139.38)
  • $139.38 P/E (TTM): 59.9X Cap: $11.83B
  • View DSG Profile
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• Docebo Inc. (DCBO $42.10)
  • $42.10 P/E (TTM): 42.41X Cap: $1.19B
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Q: Greetings 5i Team and HNY,
I see that DCBO is rated 'B' on the Gr Model Portfolio and that recent Q&A has it as a top pick. What would need to happen for the company to be upgraded to 'B+'?

Also, DSG is rated as 'A-' on the BE Model Portfolio; is it safe to assume that you prefer DSG over DCBO or would this be conditions based?

Thank you very much.

Steve

Upvote 11

Read Answer Asked by Steve on January 06, 2025

• Apple Inc. (AAPL $238.13)
  • $238.13 P/E (TTM): 36.14X Cap: $3.54T
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• Amazon.com Inc. (AMZN $231.68)
  • $231.68 P/E (TTM): 35.68X Cap: $2.47T
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• NVIDIA Corporation (NVDA $175.65)
  • $175.65 P/E (TTM): 56.41X Cap: $4.13T
  • View NVDA Profile
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Q: FINN is an actively managed etf from Fidelity Global. It has a high MER but its returns so far in its short life have been impressive. What do you think of this ETF? What risk level would you place on it?

Upvote 3

Read Answer Asked by John on January 06, 2025

Q: Could you provide some information on QTUM - Defiance Quantum ETF, trading on the Nasdaq, in particular, its assets and fundamentals. Is this a good ETF to hold as the development of quantum computing progresses. In general could you comment on the idea of investing in quantum computing and are there any individual companies that may have potential going forward. Canadian and U.S. Thanks.

Upvote 4

Read Answer Asked by Rob on January 06, 2025