Investment Q&A

• Okta Inc. (OKTA $89.35)
  • $89.35 P/E (TTM): 106.47X Cap: $16.50B
  • View OKTA Profile
  • View Questions on OKTA

Q: Hi 5i
How were the latest earnings....and how do you view them going forward,.....Shares price down 5% today...would this present an opportunity to increase a small position ---2 year time frame.

Thx

Upvote 3

Read Answer Asked by jim on May 31, 2024

• Salesforce Inc. (CRM $241.68)
  • $241.68 P/E (TTM): 34.95X Cap: $233.55B
  • View CRM Profile
  • View Questions on CRM
• Okta Inc. (OKTA $89.35)
  • $89.35 P/E (TTM): 106.47X Cap: $16.50B
  • View OKTA Profile
  • View Questions on OKTA

Q: Why it is failing today?

Thanks,
Milan

Upvote 2

Read Answer Asked by Milan on May 31, 2024

• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 53.88X Cap: $4.67T
  • View NVDA Profile
  • View Questions on NVDA

Q: Good Morning,
Is the .10 cent per share dividend payable by NVDA based on the current share count or the share count after the split?
Thank you

Upvote 5

Read Answer Asked by Kevin on May 30, 2024

• Adobe Inc. (ADBE $337.51)
  • $337.51 P/E (TTM): 22.37X Cap: $145.44B
  • View ADBE Profile
  • View Questions on ADBE
• Intuit Inc. (INTU $641.79)
  • $641.79 P/E (TTM): 48.12X Cap: $179.80B
  • View INTU Profile
  • View Questions on INTU
• Salesforce Inc. (CRM $241.68)
  • $241.68 P/E (TTM): 34.95X Cap: $233.55B
  • View CRM Profile
  • View Questions on CRM
• Descartes Systems Group Inc. (The) (DSG $133.62)
  • $133.62 P/E (TTM): 58.1X Cap: $11.70B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• ServiceNow Inc. (NOW $888.71)
  • $888.71 P/E (TTM): 115.01X Cap: $190.93B
  • View NOW Profile
  • View Questions on NOW

Q: Why the big drop,earnings appear good??I

Upvote 5

Read Answer Asked by terry on May 30, 2024

• UiPath Inc. Class A (PATH $17.05)
  • $17.05 P/E (TTM): 519.33X Cap: $9.82B
  • View PATH Profile
  • View Questions on PATH

Q: Can you explain reaction to Q results - is it the sudden termination of CEO or Q results (which looked OK) or guidance. Overaction or justified market reaction? thanks John

Upvote 1

Read Answer Asked by John on May 30, 2024

• Pure Storage Inc. Class A (PSTG $89.37)
  • $89.37 P/E (TTM): 221.76X Cap: $30.76B
  • View PSTG Profile
  • View Questions on PSTG

Q: Can I have your thoughts on earnings and long term prospects? Thank-you.

Upvote 3

Read Answer Asked by Alex on May 30, 2024

• GLOBAL X FDS (BOTZ $35.65)
  • $35.65 P/E (TTM): 53.8X Cap: $3.14B
  • View BOTZ Profile
  • View Questions on BOTZ
• GLOBAL X FDS (AIQ $48.93)
  • $48.93 P/E (TTM): 28.05X Cap: $6.35B
  • View AIQ Profile
  • View Questions on AIQ

Q: Is there an AI ETF that you would recommend that holds software or other sectors that would benefit when AI is fully implemented. Either in CDN or USA market


Thanks for the great service.

Upvote 4

Read Answer Asked by Hector on May 30, 2024

• MDA Space Ltd. (MDA $36.06)
  • $36.06 P/E (TTM): 41.74X Cap: $4.75B
  • View MDA Profile
  • View Questions on MDA

Q: Why the big drop in price. Was at $15 start of May now 11.66. Is there upside in the next quarter and going forward

Upvote 3

Read Answer Asked by JOHN on May 30, 2024

• Salesforce Inc. (CRM $241.68)
  • $241.68 P/E (TTM): 34.95X Cap: $233.55B
  • View CRM Profile
  • View Questions on CRM

Q: What are thoughts on their results and future projections? Is the sell-off warranted?

Upvote 3

Read Answer Asked by Nick on May 30, 2024

• Apple Inc. (AAPL $245.27)
  • $245.27 P/E (TTM): 39.16X Cap: $3.77T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.33X Cap: $2.42T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.05X Cap: $1.84T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 26.17X Cap: $2.92T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $510.96)
  • $510.96 P/E (TTM): 38.48X Cap: $3.88T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 53.88X Cap: $4.67T
  • View NVDA Profile
  • View Questions on NVDA
• Tesla Inc. (TSLA $413.49)
  • $413.49 P/E (TTM): 253.58X Cap: $1.40T
  • View TSLA Profile
  • View Questions on TSLA

Q: Hi Team,
Given Nvdas recent euphoria, is it time to take profits here or do you see this rise warranted and likely to hold its gains? Looking at market cap it looks set to pass apple and possibly take top spot over Microsoft soon if the stock keeps up this pace of rising. How are valuations looking here compared to the other magnificent 7 and how much possible upside can we possibly gain from here given current valuations ?

Upvote 17

Read Answer Asked by Shane on May 30, 2024

• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 53.88X Cap: $4.67T
  • View NVDA Profile
  • View Questions on NVDA
• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.70B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: My question is really about CSU vs NVDA & how do you believe the accessibility of AI becoming more common for people & also for companies will effect CSU. Will the products and services CSU is selling become obsolete with AI ? Thanks!

Upvote 12

Read Answer Asked by Mate on May 30, 2024

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
  • View Questions on NVEI

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 $6.26)
  • $6.26 Cap: $1.74B
  • View TIXT Profile
  • View Questions on TIXT
  • View Reports on TIXT

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 $225.32)
  • $225.32 P/E (TTM): 60.85X Cap: $117.02B
  • View ADI Profile
  • View Questions on ADI
• Amphenol Corporation (APH $121.70)
  • $121.70 P/E (TTM): 50.12X Cap: $154.14B
  • View APH Profile
  • View Questions on APH
• Tellza Inc. (TEL $0.81)
  • $0.81 P/E (TTM): 16.07X Cap: $8M
  • View TEL Profile
  • View Questions on TEL

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 $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.70B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI $140.00)
  • $140.00 P/E (TTM): 66.88X Cap: $11.85B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $37.83)
  • $37.83 P/E (TTM): 152.97X Cap: $10.02B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

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 $183.16)
  • $183.16 P/E (TTM): 53.88X Cap: $4.67T
  • View NVDA Profile
  • View Questions on NVDA
• Celestica Inc. (CLS $341.62)
  • $341.62 P/E (TTM): 57.27X Cap: $41.93B
  • View CLS Profile
  • View Questions on CLS

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 $54.04)
  • $54.04 P/E (TTM): 23.63X Cap: $14.03B
  • View OTEX Profile
  • View Questions on OTEX

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 $245.27)
  • $245.27 P/E (TTM): 39.16X Cap: $3.77T
  • View AAPL Profile
  • View Questions on AAPL
• QUALCOMM Incorporated (QCOM $153.59)
  • $153.59 P/E (TTM): 16.21X Cap: $178.74B
  • View QCOM Profile
  • View Questions on QCOM

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 $245.27)
  • $245.27 P/E (TTM): 39.16X Cap: $3.77T
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.33X Cap: $2.42T
  • View AMZN Profile
  • View Questions on AMZN
• Microsoft Corporation (MSFT $510.96)
  • $510.96 P/E (TTM): 38.48X Cap: $3.88T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 53.88X Cap: $4.67T
  • View NVDA Profile
  • View Questions on NVDA
• Vertiv Holdings LLC Class A (VRT $169.01)
  • $169.01 P/E (TTM): 80.09X Cap: $64.48B
  • View VRT Profile
  • View Questions on VRT

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
  • View NVEI Profile
  • View Questions on NVEI

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