Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $130.73)
  • $130.73 P/E (TTM): 17.34X Cap: $28.43B
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• Constellation Software Inc. (CSU $3,324.75)
  • $3,324.75 P/E (TTM): 74.99X Cap: $70.18B
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• Descartes Systems Group Inc. (The) (DSG $121.82)
  • $121.82 P/E (TTM): 50.84X Cap: $10.20B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 146.74X Cap: $303.77B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $80.83)
  • $80.83 P/E (TTM): 54.66X Cap: $746M
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Q: Is XIT worth holding? Or would one be better off just buying the top 3 holdings in equal weightings. For CDN tech, what would be the best buys today for the long term?

Upvote 9

Read Answer Asked by Mike on March 13, 2025

• Intel Corporation (INTC $45.55)
  • $45.55 P/E (TTM): 4263.0X Cap: $179.93B
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Q: Intel gets a new, amazing CEO: Lip-Bu Tan. FROM Jim Cramer.

Do you agree?

Worth buying some Intel stock now or not?

Thank you.

Upvote 3

Read Answer Asked by Ross on March 13, 2025

• Intuitive Surgical Inc. (ISRG $586.24)
  • $586.24 P/E (TTM): 78.24X Cap: $207.40B
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• Vertiv Holdings LLC Class A (VRT $163.58)
  • $163.58 P/E (TTM): 64.73X Cap: $61.47B
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Q: If you were holding VRT at 30% loss, would you switch to one of your favourite growth ISRG?

Upvote 4

Read Answer Asked by JR on March 11, 2025

• Sylogist Ltd. (SYZ $5.74)
  • $5.74 Cap: $131M
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Q: Can you provide a current outlook for Sylogist?

Upvote 2

Read Answer Asked by Kim on March 11, 2025

• CrowdStrike Holdings Inc. (CRWD $470.61)
  • $470.61 Cap: $116.94B
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• Cellebrite DI Ltd. (CLBT $18.46)
  • $18.46 Cap: $4.39B
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• Nebius Group N.V. (NBIS $97.93)
  • $97.93 Cap: $23.31B
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Q: Hi 5i Team - For Cellebrite, Nebius and Crowdstrike could you comment on what portion of each company is based on AI. Could you also comment on whether their AI involvement is semi-conductor, software or service/support related. Thirdly what is the ability of each to withstand an extended market downturn if this present sell-off continues and would you be a buyer at these levels. Thank you.

Upvote 11

Read Answer Asked by Rob on March 11, 2025

• Autodesk Inc. (ADSK $276.02)
  • $276.02 P/E (TTM): 56.94X Cap: $58.63B
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Q: Could I please get an update on the potential for Autodesk? I have held it for years as a cornerstone in my portfolio, but the stock price has essentially done nothing. The company has transitioned to a cloud-based subscription business and changed some billing practices. It is now changing its third-party transaction model and doing a restructuring. I think the SEC investigation is still ongoing (and a lawsuit) and am not sure how big this could be. It sounds like Trump has paused the big US infrastructure bill but still plans to spend lots on construction and infrastructure. Could this be the year Autodesk finally takes off?

Upvote 2

Read Answer Asked by Kim on March 11, 2025

• Enghouse Systems Limited (ENGH $20.50)
  • $20.50 P/E (TTM): 15.37X Cap: $1.13B
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Q: Hi Peter, I just started a position in Enghouse. I thought it looked oversold and attractive on free cash flow per share and it’s 4% yield. Also they are beginning to become more acquisitive. Can I get your thoughts on the latest qtr and do you think it is attractive at these levels.

Upvote 5

Read Answer Asked by Frank on March 11, 2025

• Lumine Group Inc. (LMN $26.16)
  • $26.16 P/E (TTM): 100.03X Cap: $6.69B
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Q: I was reading your last comments on Lumine, and you said organic growth may improve as the company makes more acquisitions. Which makes sense. But when does the contribution from an acquisition start to be included in organic growth numbers? After a year of owing it? Thanks.

Upvote 2

Read Answer Asked by Kim on March 10, 2025

• Constellation Software Inc. (CSU $3,324.75)
  • $3,324.75 P/E (TTM): 74.99X Cap: $70.18B
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• Lumine Group Inc. (LMN $26.16)
  • $26.16 P/E (TTM): 100.03X Cap: $6.69B
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Q: Your thoughts please on the quarters?

Thx

Upvote 5

Read Answer Asked by blake on March 10, 2025

• Reddit Inc. Class A (RDDT $244.56)
  • $244.56 P/E (TTM): 41.61X Cap: $48.12B
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Q: Peter, one month ago you sill liked it. After another decrease of 40% since, how do you see it? Thks

Upvote 3

Read Answer Asked by Ray on March 10, 2025

• Constellation Software Inc. (CSU $3,324.75)
  • $3,324.75 P/E (TTM): 74.99X Cap: $70.18B
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Q: Surprised a question about the earnings report on Friday has not been asked .
So, what is your take on the report.
*** if asked already and not yet answered disregard this question, no need for repeating

Upvote 8

Read Answer Asked by Leon on March 10, 2025

• Descartes Systems Group Inc. (The) (DSG $121.82)
  • $121.82 P/E (TTM): 50.84X Cap: $10.20B
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Q: How comfortable would you be to add to DSG in light of the recent earnings and pull back.

Upvote 3

Read Answer Asked by Greg on March 10, 2025

• MDA Space Ltd. (MDA $29.52)
  • $29.52 P/E (TTM): 31.93X Cap: $3.65B
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Q: MDA is up about 15% today so they must have reported good numbers today. I have a 2% weighting now breaking even. I’m thinking of buying more to increase my weighting up to 3%. Am I crazy?
Jim

Upvote 6

Read Answer Asked by James on March 07, 2025

• MDA Space Ltd. (MDA $29.52)
  • $29.52 P/E (TTM): 31.93X Cap: $3.65B
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Q: Hi,
Your comments please and thank you on MDA’s earnings. Market is happy today (+15%).
Cheers, Michael

Upvote 2

Read Answer Asked by Michael on March 07, 2025

• Celestica Inc. (CLS $420.38)
  • $420.38 P/E (TTM): 50.86X Cap: $48.35B
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Q: Hello 5i. Celestica seems to be in a decline the past month. Why? Do you see a bottom forming? At what share price would you start buying? Thank You. Anthony

Upvote 5

Read Answer Asked by Walter on March 07, 2025

• Lumine Group Inc. (LMN $26.16)
  • $26.16 P/E (TTM): 100.03X Cap: $6.69B
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Q: What do you think about the -9% organic growth, increasing bank debt & interest costs, and one customer accounting for 11% of Revenue? How big a deal, on a scale of 1-10, do you think these issues are for Lumine? Thank you

Upvote 7

Read Answer Asked by Teddy on March 07, 2025

• Celestica Inc. (CLS $420.38)
  • $420.38 P/E (TTM): 50.86X Cap: $48.35B
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Q: What is the current short on Celestica and has it been increasing?

Thx

Upvote 2

Read Answer Asked by blake on March 06, 2025

• Lumine Group Inc. (LMN $26.16)
  • $26.16 P/E (TTM): 100.03X Cap: $6.69B
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Q: When do they release earnings ? TOI is done and CSU, I think is March 7.

Thank you

Upvote 4

Read Answer Asked by rajeev on March 06, 2025

• Descartes Systems Group Inc. (The) (DSG $121.82)
  • $121.82 P/E (TTM): 50.84X Cap: $10.20B
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Q: Kindly analyse DSG earnings results for us.

Thanks


Sheldon

Upvote 4

Read Answer Asked by Sheldon on March 06, 2025

• Evertz Technologies Limited (ET $13.63)
  • $13.63 P/E (TTM): 16.31X Cap: $1.04B
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Q: Sales are a record, back orders are strong... is this company finally getting ready for better days. Wha do you see here?

Upvote 2

Read Answer Asked by Harry on March 06, 2025