Investment Q&A

• Hut 8 Corp. (HUT)
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• Marathon Digital Holdings Inc. (MARA)
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• Riot Platforms Inc. (RIOT)
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• CleanSpark Inc. (CLSK)
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Q: Your thoughts on BitDeer (BTDR) please, and how it compares to other Bitcoin miners.

Upvote 1

Read Answer Asked by Brian on April 09, 2024

• Super Micro Computer Inc. (SMCI)
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Q: Good Morning,

Do you fell that SMCI is in a consolidation phase after it's rapid run-up, or has the shine rubbed off for a much longer time frame. It's now down over 25% from peak.

Thanks.

Brad

Upvote 6

Read Answer Asked by Bradley on April 08, 2024

• Topicus.com Inc. (TOI)
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Q: Do you know how much ebitda Topicus is expected to produce this year from the analyst community? Thanks.

Upvote 1

Read Answer Asked by Michael on April 08, 2024

• Docebo Inc. (DCBO)
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Q: After the last Q results DCBO had a big jump that withered to half. Would you consider it a good point to add? Is the story still intact ie any positive/negative news from the company that you see?

Upvote 8

Read Answer Asked by JR on April 08, 2024

• Celestica Inc. (CLS)
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• Super Micro Computer Inc. (SMCI)
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• Vertiv Holdings LLC Class A (VRT)
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Q: Could CLS get a premium valuation similar to VRT and SCMI based on its forward earninggs and AI involvement?

Thx

Upvote 3

Read Answer Asked by blake on April 08, 2024

Q: QTUM NYSE Arca/US Defiance Quantum ETF.

What's your opinion on this ETF? Has a high MER.

Would you recommend something better?

Thank you.

Upvote 2

Read Answer Asked by Ross on April 05, 2024

• Amazon.com Inc. (AMZN)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Good morning

If a person was to choose only one company which do you believe would be the best for a long term investment?
Thks
Marcel

Upvote 4

Read Answer Asked by Marcel on April 05, 2024

• Advanced Micro Devices Inc. (AMD)
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Q: I know you rate AMD highly for growth potential. There is some speculation that it could double from here in the next two years. Is this at all reasonable and what do you see as downside risks? Thanks Jim

Upvote 6

Read Answer Asked by jim on April 05, 2024

• Micron Technology Inc. (MU)
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• NVIDIA Corporation (NVDA)
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Q: MU vs NVDA

Which is the better buy today, why and what would be a good buy point?

Thanks

Upvote 10

Read Answer Asked by Barrie on April 05, 2024

• POET Technologies Inc. (PTK)
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Q: your view on ptk please and how they might
fit in to the chip craze if at all.

Upvote 2

Read Answer Asked by howard on April 04, 2024

• Nuvei Corporation Subordinate Voting Shares (NVEI)
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Q: Hi 5i
Given the announced deal setting the take over price at around $ 46 canadian, can you explain what is happening with the day to day sp fluctuations? Seems to be heading down with heavy volume.....seems strange......Other than opportunity cost of holding, in the short term, do you see this continue to slide lower?

Thx

Upvote 3

Read Answer Asked by jim on April 04, 2024

• Vertiv Holdings LLC Class A (VRT)
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Q: have a nice move recently. thanks for flagging this company. do you see continued upside looking out 3 years.

Upvote 10

Read Answer Asked by Sal on April 04, 2024

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Any reason for SHOP big price drop today ( Wednesday ) ? Thanks a lot.

Upvote 7

Read Answer Asked by Lai Kuen on April 03, 2024

• Datadog Inc. (DDOG)
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Q: Hi
Thank you for all your assistance with my stock questions. I am looking at Data Dog, which I understand provides software that assists companies with their infrastructure which includes, monitoring, application performance monitoring etc. Could you tell me a bit more about this company and whether it has room to grow.
Thanks, Len

Upvote 4

Read Answer Asked by Leonard on April 03, 2024

• Lumine Group Inc. (LMN)
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Q: Hi team,
What is your take on LMN’s aquisition news today from Casa systems? I see limited info from the press release and no numbers. Do you know the history of why casa went bankrupt and is it concerning for LMN at all being in the same industry? I can only assume LMN knows what they are doing in seeing value in these assets.

Thanks ,
Shane

Upvote 19

Read Answer Asked by Shane on April 03, 2024

• Lumine Group Inc. (LMN)
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Q: Good day guys ,
Finally pulled the trigger here with this name at 34 and change .. is this a good entry point ? That said Having this name in my tfsa for a long term hold , would u be comfortable dollar cost averaging here when funds are available and let this name ride for many years ..
thx
Mark

Upvote 15

Read Answer Asked by Mark on April 03, 2024

• Astera Labs Inc. (ALAB)
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Q: Can you please take us through the investment case for this company as well as make a recommendation as to whether it is a buy, sell or hold and how it compares to some of your favs like VRT and SMCI? Please provide a clear answer on what an attractive entry point might be if you like the company.

Upvote 2

Read Answer Asked by Tim on April 02, 2024

• Nuvei Corporation (NVEI)
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Q: What is likelihood of a higher offer. Where would you move the money to that has a chance of making more than 5% which is what the premium is till deal closes

Upvote 5

Read Answer Asked by andrew on April 02, 2024

• Nuvei Corporation Subordinate Voting Shares (NVEI)
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Q: Hi 5i
Do you know when the deal is expected to close and how long would you expect these guys to wait to see if other offers may be forth coming.

Take over price of $34 US is about $46 canadian... SP currently sitting $43.75 canadian. Would you expect shares to trade up to the deal level.

If one wants to capture the full offer price, would one simply wait till the deal closes......
How would that work.

thx

Upvote 2

Read Answer Asked by jim on April 01, 2024

• Lumine Group Inc. (LMN)
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Q: Hi, I'm wondering if you could explain why you think CSU would spinoff LMN if it has so much potential? If I understand well, CSU has a very decentralized org structure which would allow for LMN to operate relatively independently if it remained part of the larger organization. Why would CSU management spin it off?

Upvote 16

Read Answer Asked by Michael on April 01, 2024