Investment Q&A

• Palantir Technologies Inc. (PLTR $179.39)
  • $179.39 P/E (TTM): 607.97X Cap: $432.69B
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Q: Would you consider this company current price a good entry for initial investment?
Does this company has a reasonable outlook for growth in the current markets environment?

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Read Answer Asked by Miroslaw on May 06, 2021

• Pinterest Inc. Class A (PINS $35.31)
  • $35.31 P/E (TTM): 12.79X Cap: $24.34B
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Q: Like many others, I've been taking a bath on Pinterest the last few weeks. Is your recommendation still to ride this out assuming a <5% portfolio weighting?

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Read Answer Asked by Patrick on May 06, 2021

• Constellation Software Inc. (CSU $4,200.28)
  • $4,200.28 P/E (TTM): 109.08X Cap: $93.60B
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Q: you make reference of points to address in your answer about CSU earnings what might these points be? Thx

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Read Answer Asked by blake on May 06, 2021

• Lithium Americas Corp. (LAC $4.56)
  • $4.56 Cap: $1.09B
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• Albemarle Corporation (ALB $80.38)
  • $80.38 Cap: $9.63B
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Q: Is there any news specific to lithium market today? LAC has taken a fairly sharp downturn after a few already down days. And ALB is also taking a bit of a hit too. I've been waiting to get into either but the sudden drop has spooked me.

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Read Answer Asked by Peter on May 06, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.40)
  • $17.40 Cap: $2.39B
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Q: Can you please comment on the big drop in LSPD today.

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Read Answer Asked by Bruce on May 06, 2021

• AutoCanada Inc. (ACQ $34.07)
  • $34.07 Cap: $788M
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Q: ACQ announced first quarter results. Revenues up 36.8%. EPS of 77cents versus a loss of $1.70 last year. Debt reduced to $72.6 million versus debt of $89.5 million last year. But the stock is down about 13% today in early trading. Numbers look good. So why the price decline.

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Read Answer Asked by Michael on May 06, 2021

• Fastly Inc. Class A (FSLY $8.76)
  • $8.76 Cap: $1.27B
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Q: Thoughts on the quarter and the pending departure of the CFO ? I'm down 45% since my purchase in mid-February ...timing couldn't have been worse...

Is the current drop today of 22% overdone ?

Add, Hold, or Sell ?

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Read Answer Asked by Randy on May 06, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• NFI Group Inc. (NFI $17.62)
  • $17.62 Cap: $2.11B
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• Stingray Group Inc. Subordinate Voting Shares (RAY.A $10.01)
  • $10.01 P/E (TTM): 15.12X Cap: $675M
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Q: I hold RAY.A in 2 of my accounts for 18+ months now, not gone anyway just steady with 5% change and DIV, would it be good move to sell RAY.A and add to my existing holding in NFI or PHO, I am already 80% up on PHO with fairly (very) large position

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Read Answer Asked by Francis on May 06, 2021

• Mission Ready Solutions Inc. (MRS)
  • Cap: $7M
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Q: Are you still endorsing MRS? It's dropping like a rock since earnings came out. Is it a buy now or stay away??

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Read Answer Asked on May 06, 2021

• Redfin Corporation (RDFN)
  • Cap: $1.43B
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Q: Rdfn- thoughts on quarter/outlook? Add, hold or sell at these levels for 5 year investment. Thx as always for tremendous service.

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Read Answer Asked by Brian on May 06, 2021

• NVIDIA Corporation (NVDA $183.61)
  • $183.61 P/E (TTM): 56.99X Cap: $4.29T
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• Atlassian Corporation (TEAM $170.63)
  • $170.63 Cap: $44.34B
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• Veeva Systems Inc. Class A (VEEV $281.12)
  • $281.12 P/E (TTM): 57.16X Cap: $45.53B
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• Roku Inc. (ROKU $99.05)
  • $99.05 Cap: $14.99B
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• Rapid7 Inc. (RPD $20.81)
  • $20.81 P/E (TTM): 48.31X Cap: $1.31B
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• MEDIFAST INC (MED $14.32)
  • $14.32 P/E (TTM): 43.48X Cap: $157M
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• CrowdStrike Holdings Inc. (CRWD $493.19)
  • $493.19 Cap: $126.11B
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• Palantir Technologies Inc. (PLTR $179.39)
  • $179.39 P/E (TTM): 607.97X Cap: $432.69B
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• Unity Software Inc. (U $45.91)
  • $45.91 Cap: $19.45B
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Q: I am looking for growth. I own these US stock. Are there any you would sell in order to buy others in the group or other US stock?

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Read Answer Asked by Larry M. on May 06, 2021

• Premium Brands Holdings Corporation (PBH $90.32)
  • $90.32 P/E (TTM): 44.81X Cap: $4.16B
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Q: How did earnings look?

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Read Answer Asked by Chris on May 06, 2021

• Magna International Inc. (MG $64.21)
  • $64.21 P/E (TTM): 11.0X Cap: $18.26B
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Q: thoughts on the quarter? Thx

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Read Answer Asked by blake on May 06, 2021

• Sixth Wave Innovations Inc - Ordinary Shares (SIXW $0.01)
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Q: Hi 5i team,
Could you comment on sixw,

Thank you
Mike

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Read Answer Asked by Michael on May 06, 2021

• JFrog Ltd. (FROG $50.22)
  • $50.22 Cap: $5.59B
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Q: FROG is way off its IPO price, at this level does it change your calculus on the stock?

Thanks for everything you do.

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Read Answer Asked by Leo on May 06, 2021

• Bonterra Energy Corp. (BNE $3.58)
  • $3.58 Cap: $126M
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Q: Hello 5i, could you comment on Bonterra going forward. I am a little underwater. Should I move on or hold for a bounce maybe?

James

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Read Answer Asked by Jimmy on May 06, 2021

• Constellation Software Inc. (CSU $4,200.28)
  • $4,200.28 P/E (TTM): 109.08X Cap: $93.60B
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• Topicus.com Inc. (TOI $161.95)
  • $161.95 P/E (TTM): 77.72X Cap: $13.55B
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Q: Can you contrast revenue growth and free cash flow growth between these two companies and their relative valuation? Thanks.

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Read Answer Asked by Michael on May 06, 2021

• North American Construction Group Ltd. (NOA $19.01)
  • $19.01 P/E (TTM): 16.06X Cap: $562M
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Q: Have held for a year or so, the current uptick looks good to me but Always value your opinion, Hold or sell ?
John.

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Read Answer Asked by JOHN on May 06, 2021

• JD.com Inc. (JD $33.93)
  • $33.93 P/E (TTM): 9.3X Cap: $51.01B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.40)
  • $17.40 Cap: $2.39B
  • View LSPD Profile
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• CrowdStrike Holdings Inc. (CRWD $493.19)
  • $493.19 Cap: $126.11B
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Q: Hi, for AAG - everything related to Peru is weak right now pending their election.

My question - what are your highest conviction growth picks (any country) that you think can grow over 50% revenue for each of the next 3 years without hiccups. Current valuation doesn't matter given the fact that if they can execute that growth they will grow into any present valuation assigned.

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Read Answer Asked by Kel on May 06, 2021

• Purepoint Uranium Group Inc. (PTU $0.49)
  • $0.49 Cap: $35M
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Q: I have held onto a significant position in PTU in my TFSA (no losses claimable), for a long time awaiting or perhaps I should say hoping for a possible resurgence of value which appears to be slowly taking place. I am now in profit and would appreciate your opinion. Would you consider it a continuing hold or sell with the recent uptick in Uranium stocks.

John

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Read Answer Asked by JOHN on May 06, 2021