Investment Q&A

• Descartes Systems Group Inc. (The) (DSG $121.82)
  • $121.82 P/E (TTM): 50.66X Cap: $10.47B
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• Kinaxis Inc. (KXS $177.44)
  • $177.44 P/E (TTM): 104.65X Cap: $4.97B
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Q: I understand that DSG and KXS operate in different spaces, but had thought that, as the market put April 9 behind it, they would recover along similar trajectories - but KXS has clearly taken the lead, today matching its December, 2024 high. Supposing that at least some of Trump's tariff plans come to fruition, is KXS the better investment? DGS's RoC (per your database) is far more attractive.

Upvote 10

Read Answer Asked by John on April 30, 2025

• D-Wave Quantum Inc. (QBTS $28.11)
  • $28.11 Cap: $9.84B
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Q: thinking of putting a toe in to this one what do you think ? thank you very much for all the advice

Upvote 1

Read Answer Asked by cindy on April 30, 2025

Q: Can I have your thoughts on Cisco and Nvidia partnership? Do you think that Cisco is a buy at this level for growth and dividend?
Thank you,

Stephan

Upvote 2

Read Answer Asked by Stephan on April 29, 2025

• InMode Ltd. (INMD $14.44)
  • $14.44 Cap: $1B
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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 $329.14)
  • $329.14 P/E (TTM): 32.18X Cap: $3.96T
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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 $13.40)
  • $13.40 P/E (TTM): 28.23X Cap: $337M
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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 $7.90)
  • $7.90 P/E (TTM): 132.67X Cap: $2.42B
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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 $626.65)
  • $626.65 P/E (TTM): 30.59X Cap: $415.97B
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• Vanguard Information Technology ETF (VGT $761.96)
  • $761.96 P/E (TTM): 37.87X Cap: $111.34B
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• Invesco NASDAQ 100 Index ETF (QQC.F $200.28)
  • $200.28 P/E (TTM): 30.28X Cap: $1.28B
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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 $29.52)
  • $29.52 P/E (TTM): 34.02X Cap: $3.72B
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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 $163.58)
  • $163.58 P/E (TTM): 60.67X Cap: $62.54B
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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 $177.78)
  • $177.78 P/E (TTM): 36.3X Cap: $190.40B
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• Corning Incorporated (GLW $85.23)
  • $85.23 P/E (TTM): 54.01X Cap: $73.07B
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• International Business Machines Corporation (IBM $304.22)
  • $304.22 P/E (TTM): 36.12X Cap: $284.36B
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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 $420.38)
  • $420.38 P/E (TTM): 47.85X Cap: $48.35B
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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 $26.16)
  • $26.16 P/E (TTM): 99.12X Cap: $6.71B
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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 $34.68)
  • $34.68 Cap: $13.54B
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• CoreWeave Inc. (CRWV $80.14)
  • $80.14 Cap: $39.93B
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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 $229.03)
  • $229.03 P/E (TTM): 147.76X Cap: $298.03B
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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 $329.14)
  • $329.14 P/E (TTM): 32.18X Cap: $3.96T
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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 $229.03)
  • $229.03 P/E (TTM): 147.76X Cap: $298.03B
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• lululemon athletica inc. (LULU $203.90)
  • $203.90 P/E (TTM): 14.76X Cap: $22.87B
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• Celestica Inc. (CLS $302.30)
  • $302.30 P/E (TTM): 47.85X Cap: $34.87B
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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 $420.38)
  • $420.38 P/E (TTM): 47.85X Cap: $48.35B
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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 $1.17)
  • $1.17 Cap: $132M
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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 $184.86)
  • $184.86 P/E (TTM): 45.92X Cap: $4.49T
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• Celestica Inc. (CLS $302.30)
  • $302.30 P/E (TTM): 47.85X Cap: $34.87B
  • 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