Investment Q&A

• The Trade Desk Inc. (TTD $52.12)
  • $52.12 P/E (TTM): 64.18X Cap: $25.48B
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• Pinterest Inc. Class A (PINS $35.78)
  • $35.78 P/E (TTM): 12.44X Cap: $24.32B
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Q: Concerning PINS and TTDB..... Both of these are high in your recommendations lately. For growth over the next two years, which would you prefer? Thanks. 5i is by far the best investment I’ve ever made. Dennis

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Read Answer Asked by Dennis on February 08, 2021

• Silicon Motion Technology Corporation (SIMO $73.67)
  • $73.67 P/E (TTM): 28.92X Cap: $2.60B
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Q: Could you please comment on their results, outlook and balance sheet.
It has grown to 6 % of my portfolio. Should I trim it or let it run.

Thanks,
Milan

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Read Answer Asked by Milan on February 08, 2021

• American Tower Corporation (REIT) (AMT $206.12)
  • $206.12 P/E (TTM): 74.14X Cap: $96.51B
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Q: Can you recommend a company which specializes in cell towers (preferably Canadian) I already own BCE. Cheers

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Read Answer Asked by Margot on February 08, 2021

• Sylogist Ltd. (SYZ $8.20)
  • $8.20 Cap: $191M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Apple Inc. (AAPL $231.59)
  • $231.59 P/E (TTM): 34.85X Cap: $3.43T
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• Alphabet Inc. (GOOG $204.91)
  • $204.91 P/E (TTM): 21.77X Cap: $2.47T
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• Skyworks Solutions Inc. (SWKS $74.52)
  • $74.52 P/E (TTM): 28.22X Cap: $11.06B
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• Constellation Software Inc. (CSU $4,353.38)
  • $4,353.38 P/E (TTM): 97.21X Cap: $92.25B
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• Descartes Systems Group Inc. (The) (DSG $135.70)
  • $135.70 P/E (TTM): 59.91X Cap: $11.64B
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• Enghouse Systems Limited (ENGH $22.17)
  • $22.17 P/E (TTM): 15.73X Cap: $1.22B
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• Kinaxis Inc. (KXS $197.97)
  • $197.97 P/E (TTM): 167.07X Cap: $5.59B
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• Agnico Eagle Mines Limited (AEM $184.35)
  • $184.35 P/E (TTM): 41.67X Cap: $92.67B
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• Winpak Ltd. (WPK $41.40)
  • $41.40 P/E (TTM): 13.54X Cap: $2.54B
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• Savaria Corporation (SIS $21.22)
  • $21.22 P/E (TTM): 30.75X Cap: $1.51B
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• Leon's Furniture Limited (LNF $29.65)
  • $29.65 P/E (TTM): 12.61X Cap: $2.02B
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• Kirkland Lake Gold Ltd. (KL $49.71)
  • $49.71 P/E (TTM): 15.41X Cap: $13.10B
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• lululemon athletica inc. (LULU $198.46)
  • $198.46 P/E (TTM): 13.12X Cap: $22.76B
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• Five Below Inc. (FIVE $135.03)
  • $135.03 P/E (TTM): 28.93X Cap: $7.43B
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• Veeva Systems Inc. Class A (VEEV $280.61)
  • $280.61 P/E (TTM): 58.48X Cap: $45.85B
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• Real Matters Inc. (REAL $5.80)
  • $5.80 P/E (TTM): 199.28X Cap: $430M
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• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
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• Guardant Health Inc. (GH $58.88)
  • $58.88 Cap: $7.34B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.10)
  • $17.10 Cap: $2.35B
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• CrowdStrike Holdings Inc. (CRWD $427.90)
  • $427.90 Cap: $106.65B
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• Mitek Systems Inc. (MITK $10.03)
  • $10.03 P/E (TTM): 29.4X Cap: $457M
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Q: 5i has stated in the past that the above companies have no debt (LNF "very little debt") - is that still the case? If possible, can you please name 5 additional good CAN and 5 US companies that have no debt or very little?
Thanks!

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Read Answer Asked by Grant on February 08, 2021

• Skillz Inc. Class A (SKLZ $8.90)
  • $8.90 Cap: $159M
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Q: Thoughts on the deal between Skillz and the NFL and the future of the company? Good growth name?

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Read Answer Asked by Brett on February 08, 2021

• PENN Entertainment Inc. (PENN $18.24)
  • $18.24 Cap: $2.66B
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• DraftKings Inc. (DKNG $44.94)
  • $44.94 Cap: $22.31B
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Q: Is debit still extremely high for PENN? Is DKNG still sitting on a lot of cash? If you were limited to buying just one, which one would you buy?
Best, Don

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Read Answer Asked by DONALD on February 08, 2021

• Cisco Systems Inc. (CSCO $66.20)
  • $66.20 P/E (TTM): 29.13X Cap: $262.15B
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• QUALCOMM Incorporated (QCOM $157.85)
  • $157.85 P/E (TTM): 14.85X Cap: $170.32B
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• Skyworks Solutions Inc. (SWKS $74.52)
  • $74.52 P/E (TTM): 28.22X Cap: $11.06B
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• American Tower Corporation (REIT) (AMT $206.12)
  • $206.12 P/E (TTM): 74.14X Cap: $96.51B
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• Crown Castle Inc. (CCI $101.69)
  • $101.69 Cap: $44.28B
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• CalAmp Corp. (CAMP)
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Q: Do you have any recommendations on 5 G stocks

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Read Answer Asked by Donald on February 08, 2021

Q: According to my very superficial analysis ARKK and ARKW have at least 6 stocks of the major holdings that are held by both funds: TSLA,ROKU,SQ,TDOC,PSTG and SPOT. Is owning both necessary?Is there enough of a difference? Thanks.

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Read Answer Asked by Paul on February 08, 2021

• Lockheed Martin Corporation (LMT $437.56)
  • $437.56 P/E (TTM): 24.23X Cap: $102.15B
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Q: Looking to add a defense company to my long term holdings...wondering what your company preference would be for a 10 year + hold. Thank you!

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Read Answer Asked by Peter on February 08, 2021

• Cisco Systems Inc. (CSCO $66.20)
  • $66.20 P/E (TTM): 29.13X Cap: $262.15B
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• Skyworks Solutions Inc. (SWKS $74.52)
  • $74.52 P/E (TTM): 28.22X Cap: $11.06B
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• American Tower Corporation (REIT) (AMT $206.12)
  • $206.12 P/E (TTM): 74.14X Cap: $96.51B
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• Crown Castle Inc. (CCI $101.69)
  • $101.69 Cap: $44.28B
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• Limelight Networks Inc. (LLNW)
  • P/E (TTM): -7.2X Cap: $364M
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• CalAmp Corp. (CAMP)
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• Inseego Corp. (INSG $8.61)
  • $8.61 P/E (TTM): 22.76X Cap: $129M
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• Ericsson (ERIC $7.71)
  • $7.71 P/E (TTM): 0.5X Cap: $17.11B
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Q: Hi 5i , 5G: Can you please pick the best 3 of these Co., best first.
thank you!
F

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Read Answer Asked by Fernando on February 08, 2021

• NVIDIA Corporation (NVDA $180.45)
  • $180.45 P/E (TTM): 59.08X Cap: $4.40T
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• The Trade Desk Inc. (TTD $52.12)
  • $52.12 P/E (TTM): 64.18X Cap: $25.48B
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• Roku Inc. (ROKU $90.29)
  • $90.29 Cap: $13.30B
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• CrowdStrike Holdings Inc. (CRWD $427.90)
  • $427.90 Cap: $106.65B
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• Digital Turbine Inc. (APPS $4.30)
  • $4.30 Cap: $464M
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• Unity Software Inc. (U $38.01)
  • $38.01 Cap: $16.05B
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Q: Hi,
I'm now down 25% on Unity. Is it time to run to something else?
If so, what 5 names would you recommend?
Thanks

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Read Answer Asked by Marco on February 08, 2021

• Kohl's Corporation (KSS $13.77)
  • $13.77 P/E (TTM): 11.77X Cap: $1.54B
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Q: Do you consider Kohls worth holding? The company pays a good dividend but does it offer potential for moderate growth? I own about 1/2 as position.
This is the question I asked in Oct 2019. Litte did we know what 2020 would bring. I have held on to this stock thinking it might recover. The stock price has recovered well. It appears the company has returned to positive earnings. Not sure when the company will begin paying a dividend.
Is this stock worth holding or should I move on?
Thank you for your great service.
Stephen

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Read Answer Asked by J Stephen on February 08, 2021

• PENN Entertainment Inc. (PENN $18.24)
  • $18.24 Cap: $2.66B
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• DraftKings Inc. (DKNG $44.94)
  • $44.94 Cap: $22.31B
  • View DKNG Profile
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Q: Dear 5i
I`m reading that sports betting will grow at a rapid rate over the next 3-5 years or more . That being said , i`m contemplating between PENN and DKNG as two good choices . I'm seeing that Penn has a much better growth rate than DKNG so I'm leaning that way . Would you agree with this or would you recommend something else ?
Thanks
Bill C

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Read Answer Asked by Bill on February 08, 2021

• PAR Technology Corporation (PAR $51.94)
  • $51.94 Cap: $1.89B
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Q: PAR seems to have good momentum in the past year. What is your opinion of the company? Is their any comparison to LSPD?
John

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Read Answer Asked by John on February 08, 2021

• Salesforce Inc. (CRM $242.44)
  • $242.44 P/E (TTM): 36.25X Cap: $231.77B
  • View CRM Profile
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Q: Hello 5i
I have noticed that CRM doesn't show up in the disclaimer at the bottom of any 5i answers. Maybe I'm reading too much into this but is there a peer of CRM that you "like" more?
Thanks
Dave

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Read Answer Asked by Dave on February 08, 2021

• Algoma Central Corporation (ALC $17.45)
  • $17.45 P/E (TTM): 7.59X Cap: $707M
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• Danaos Corporation (DAC $92.58)
  • $92.58 Cap: $1.75B
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• International Seaways Inc. (INSW $41.64)
  • $41.64 P/E (TTM): 6.54X Cap: $2.08B
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Q: I was wondering if there are any shipping container companies that you would recommend for investment consideration?
Canadian options?
Thanks, Calvin

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Read Answer Asked by Calvin on February 08, 2021

• Franco-Nevada Corporation (FNV $244.86)
  • $244.86 P/E (TTM): 55.59X Cap: $47.18B
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• Agnico Eagle Mines Limited (AEM $184.35)
  • $184.35 P/E (TTM): 41.67X Cap: $92.67B
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• Strategy Inc (MSTR $366.32)
  • $366.32 Cap: $103.87B
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Q: Which of the 2 above gold companies do you prefer for a 5 year hold?
May I have your opinion on Mstr as a speculative buy.
Thank you

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Read Answer Asked by Terry on February 08, 2021

• Zomedica Pharmaceuticals Corp. (ZOM $0.29)
  • $0.29 Cap: $279M
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• Trupanion Inc. (TRUP $48.61)
  • $48.61 Cap: $2.08B
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Q: This stock has moved to the american exchange and has quite a run lately, what do you think of it.

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Read Answer Asked by don on February 08, 2021

• Dynatrace Inc. (DT $48.24)
  • $48.24 P/E (TTM): 28.82X Cap: $14.41B
  • View DT Profile
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Q: Hi 5i,
Dynatrace posted a good earning last week and seems to have come out of the breakout price. Can you provide your assessment on the stock valuation and future potential.
Best Regards

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Read Answer Asked by Vinod on February 08, 2021

• iShares Russell 2000 Growth ETF (IWO $299.36)
  • $299.36 P/E (TTM): 51.69X Cap: $12.06B
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• SPDR S&P 500 ETF Trust (SPY $643.44)
  • $643.44 P/E (TTM): 57.48X Cap: $658.45B
  • View SPY Profile
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Q: I want to hold IWO and SPY etf's, I am a canadian resident.
Are there any tax, exchange rate implications for me in holding these ( or any other US stocks )?

If yes, then suggest a equivalent Canadian ETF.

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Read Answer Asked by HARRY on February 08, 2021