Investment Q&A

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Hi 5i Team - Is NVEI worth holding on to in case of a higher price or is it best to sell and use the money somewhere else. When does the takeover happen. If I sell are there a couple of replacement stocks you think would work for a three to five year hold.
Thanks.

Upvote 3

Read Answer Asked by Rob on May 28, 2024

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.38)
  • $5.38 Cap: $1.50B
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Q: Hello, thanks for all you do for us. Could you tell me if Telus international is a takeover target for Telus (T) since the shares are well off the IPO price?

Upvote 2

Read Answer Asked by Alain on May 28, 2024

• Analog Devices Inc. (ADI $254.49)
  • $254.49 P/E (TTM): 67.47X Cap: $124.07B
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• Amphenol Corporation (APH $109.73)
  • $109.73 P/E (TTM): 43.35X Cap: $133.51B
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• Tellza Inc. (TEL $0.81)
  • $0.81 P/E (TTM): 16.07X Cap: $8M
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Q: Sensor stocks - what is your assessment in this area, which stock(s) do you like in this sub-sector and how do they stack up investment-wise against your favorites. In other words, is there anything here worth pursuing?

Upvote 4

Read Answer Asked by sam on May 28, 2024

• Constellation Software Inc. (CSU $4,470.99)
  • $4,470.99 P/E (TTM): 110.08X Cap: $96.41B
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• Topicus.com Inc. (TOI $176.83)
  • $176.83 P/E (TTM): 79.44X Cap: $14.65B
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• Lumine Group Inc. (LMN $47.41)
  • $47.41 P/E (TTM): 176.19X Cap: $12.50B
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Q: Did you have a chance to review the AGM from these companies and if so was there anything of interest?

Thx

Upvote 13

Read Answer Asked by blake on May 28, 2024

• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
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• Celestica Inc. (CLS $267.28)
  • $267.28 P/E (TTM): 40.79X Cap: $30.07B
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Q: Current thoughts on CLS please? Do you consider it to be in a comparable league as NVDIA and other AI plays ?

Thx

Upvote 9

Read Answer Asked by blake on May 28, 2024

• Open Text Corporation (OTEX $44.70)
  • $44.70 P/E (TTM): 13.15X Cap: $11.36B
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Q: Why has there been a steady decine in this stock price? Is it something that should be retained or dropped?

Upvote 6

Read Answer Asked by Antony on May 27, 2024

• Apple Inc. (AAPL $227.16)
  • $227.16 P/E (TTM): 34.13X Cap: $3.38T
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• QUALCOMM Incorporated (QCOM $156.42)
  • $156.42 P/E (TTM): 14.89X Cap: $170.49B
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Q: QCOM What could be the reasons behind the recent jump in share price?

Thanks,

Upvote 3

Read Answer Asked by Liping on May 27, 2024

• Apple Inc. (AAPL $227.16)
  • $227.16 P/E (TTM): 34.13X Cap: $3.38T
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• Amazon.com Inc. (AMZN $227.94)
  • $227.94 P/E (TTM): 33.83X Cap: $2.44T
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• Microsoft Corporation (MSFT $504.26)
  • $504.26 P/E (TTM): 36.97X Cap: $3.77T
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• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
  • View NVDA Profile
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• Vertiv Holdings LLC Class A (VRT $125.02)
  • $125.02 P/E (TTM): 73.59X Cap: $48.10B
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Q: Everyone, my tech portfolio is as follows: AAPL, AMZN, CSU, MSFT and NVDA. Is VRT a company to buy and hold forever or a stock buy for a few years and reassess. I.E. is its moat (people, technology, business plan, etc) wide enough to keep ahead of its followers Clayton

Upvote 16

Read Answer Asked by Clayton on May 27, 2024

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: NVEI still trades below the $34Us offer. Special meeting will be Jun18. Do investors fear the transaction won’t happen in 2024? Or tax inclusion related? Or normal? Merci.

Upvote 2

Read Answer Asked by Denise on May 27, 2024

• Topicus.com Inc. (TOI $176.83)
  • $176.83 P/E (TTM): 79.44X Cap: $14.65B
  • View TOI Profile
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• Lumine Group Inc. (LMN $47.41)
  • $47.41 P/E (TTM): 176.19X Cap: $12.50B
  • View LMN Profile
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Q: Which is the cheaper by valuation, Topicus or Lumine right now? Thanks.

Upvote 17

Read Answer Asked by Michael on May 27, 2024

• Veeva Systems Inc. Class A (VEEV $285.18)
  • $285.18 P/E (TTM): 59.93X Cap: $47.53B
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Q: Your thoughts on the future of this company. Is it a buy, hold or sell?

Upvote 6

Read Answer Asked by Marco on May 24, 2024

• Snowflake Inc. (SNOW $194.68)
  • $194.68 Cap: $65.67B
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Q: Could you make sense of the quarterly earnings. The street liked the results in the post market last night and then after sleeping on it the price reversed course significantly in the other direction.

Upvote 3

Read Answer Asked by Geoffrey on May 24, 2024

• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
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Q: Hello, In a previous answer, you say that Nvidia announced a 150% dividend boost and a 10-to-1 stock split. On which calendar date will this take effect? Thank you

Upvote 8

Read Answer Asked by Gervais on May 23, 2024

• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
  • View NVDA Profile
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Q: Thank you for your comments this morning on NVDA results from yesterday. Could you comment on starting a position at today's current levels? Would you recommend a half position to start or have enough conviction to start a full position. I know people can be nervous to start a position at new all time high's but also know this is something that does not necessarily deter 5i. Thanks so much!

Upvote 11

Read Answer Asked by Justin on May 23, 2024

• Corsair Gaming Inc. (CRSR $8.90)
  • $8.90 Cap: $942M
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Q: Asked about this 2 years ago, I'm currently down 55% on this stock - what's the future outlook looking like on this one?

Upvote 2

Read Answer Asked by Ashleigh on May 23, 2024

• GigaCloud Technology Inc (GCT $28.10)
  • $28.10 P/E (TTM): 9.49X Cap: $1.16B
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Q: Greetings 5i team,
Could you please comment on the short report for Gigacloud by Grizzly?

Upvote 2

Read Answer Asked by Bob on May 23, 2024

• GitLab Inc. (GTLB $45.23)
  • $45.23 P/E (TTM): 485.56X Cap: $7.21B
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Q: Alphabet recently purchased stock in this company. What are your thoughts on its outlook and future prospects.

Upvote 2

Read Answer Asked by Husseinali on May 23, 2024

• FREYR Battery Inc. (FREY)
  • Cap: $226M
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Q: Can I please have your view of FREY ?
Thanks in advance

Upvote 1

Read Answer Asked by John on May 23, 2024

• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
  • View NVDA Profile
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• Vertiv Holdings LLC Class A (VRT $125.02)
  • $125.02 P/E (TTM): 73.59X Cap: $48.10B
  • View VRT Profile
  • View Questions on VRT

Q: Everyone, my neighbour just bought a ‘Back to the Future’ car with spoilers and all - yes he really did - and last night, without his knowledge I used it to go back to 1981. Then I used my life savings of $10000 to buy 125,000 shares of Apple stock. After the market closed that day in 1981 I flew back home to today. Now, I want to buy a stock from the next big growth industry AI. If I could buy just one stock, what stock would I buy? Clayton

Upvote 17

Read Answer Asked by Clayton on May 23, 2024

• Rubrik Inc. Class A (RBRK $87.83)
  • $87.83 P/E (TTM): 24.52X Cap: $16.49B
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Q: Your thoughts & info on Rubrik Inc RBRK:NYSE.

Buy now or not?

Thank you.

Upvote 2

Read Answer Asked by Ross on May 23, 2024