Investment Q&A

• Constellation Software Inc. (CSU)
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• Topicus.com Inc. (TOI)
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Q: Hello 5i team,
Now that TOI is trading: could you compare CSU and TOI valuation in terms of p/e, p/s, debt/equity, p/editda multiple? Are these about right according to your expectations? If not, what would you expect?
Thank you for your collaboration, Eric

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Read Answer Asked by Eric on February 05, 2021

• Open Text Corporation (OTEX)
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Q: Please comment on the quarter reported Feb 4.
An extraordinary charge results in a loss .

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Read Answer Asked by Doug on February 05, 2021

• Beyond Inc Com (OSTK)
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Q: Hello 5i
Could I have your assessment of OSTK please?
Also who are their peers/competitors?
Thank you
Dave

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Read Answer Asked by Dave on February 05, 2021

• Meta Platforms Inc. (META)
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• QUALCOMM Incorporated (QCOM)
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• Block Inc. Class A (SQ)
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• Snap Inc. Class A (SNAP)
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• The Trade Desk Inc. (TTD)
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• Unity Software Inc. (U)
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• Topicus.com Inc. (TOI)
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Q: Following the recent pullback in a few of these stocks, for a 3+ year time horizon, which order would you purchase at current levels in a TFSA account? Thanks

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Read Answer Asked by Antonio on February 05, 2021

• NVIDIA Corporation (NVDA)
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• QUALCOMM Incorporated (QCOM)
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• NXP Semiconductors N.V. (NXPI)
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Q: Hi,
Can you please tell me which companies make EV chips?
Thank you.

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Read Answer Asked by Thomas on February 05, 2021

• Greenbrook TMS Inc. (GTMS)
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• Facedrive Inc. (FD)
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Q: Can you be kind to comment on Greenbrook TMS recent activities. Bought it approx 2 years ago, it went down then recently up 20 % from where I bought it. Today it consolidated 5 to 1 share and apparently will be listed on the Nasdaq. Should I keep it.
Also Facedrive was up 27 % today. Are you still reluctant to own this company & why. Thank You

Michel

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Read Answer Asked by Michel on February 05, 2021

• Sangoma Technologies Corporation (STC)
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Q: Please comment on Q2 results released after market closed today. Stc remains halted with a $4 bid/ask.Please advise who & how the bid/ask is set. Hopefully the situation will be resolved favourably. Thanks for u usual great services & views

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Read Answer Asked by Peter on February 05, 2021

• NextEra Energy Inc. (NEE)
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Q: Is there something about NEE that might make you lean towards it as opposed to the Canadian alternatives (BEP, BLX, NPI, etc.)? How would NEE rank against the Canadian options listed? Thanks.

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Read Answer Asked by Christopher on February 05, 2021

• Celsius Holdings Inc. (CELH)
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Q: Would you start to buy CELH / TIXT now or do you foresee the opportunity to buy either of them at lower price from here? Other than market fluctuations, anything specific in the near future that might be a headwind for either of them. Thanks.

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Read Answer Asked by Christopher on February 05, 2021

• Canadian National Railway Company (CNR)
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• Canadian Pacific Kansas City Limited (CP)
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Q: Where do you think Canadian Railroad Stocks are going, and do you have a favorite?

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Read Answer Asked by Mackenzie on February 05, 2021

• QUALCOMM Incorporated (QCOM)
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Q: I've been eyeing qcom for a bit. Given today's drop, what would be a good entry point?

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Read Answer Asked by deirdre on February 05, 2021

• Miscellaneous (MISC)
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Q: I heard Peter at the virtual money show some great ideas, thanks for those. and thank all of you at 5i. Your advice pays for its self in so many ways.

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Read Answer Asked by Mark on February 05, 2021

• Unity Software Inc. (U)
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Q: Could you please comment on their results and outlook.
Would you buy it today?

Thanks,
Milan

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Read Answer Asked by Milan on February 05, 2021

• Unity Software Inc. (U)
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Q: Your thoughts on earnings, outlook and stock going forward. Thanks

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Read Answer Asked by Christopher on February 05, 2021

• Twilio Inc. Class A (TWLO)
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• Snap Inc. Class A (SNAP)
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• Roku Inc. (ROKU)
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• DocuSign Inc. (DOCU)
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• Pinterest Inc. Class A (PINS)
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• Palantir Technologies Inc. (PLTR)
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Q: I am interested in starting a position in 1 or 2 of the companies addressed. PINS was at the top of my list but I’m uncertain if I’ve missed my opportunity after their impressive earnings report. Can you please rank these companies in order of growth potential for the rest of the year / best value at today’s prices.
Thank you.

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Read Answer Asked by Lucas on February 05, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Hi 5i,

Today, it raised in the beginning and dropped now. is it a good to buy for according to the reports? What is the target price for 1-2 years. Will it become much better after the COVID? Kindly advise many thanks.

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Read Answer Asked by kwokwai on February 04, 2021

• 3D Systems Corporation (DDD)
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• Stratasys Ltd. (SSYS)
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• FARO Technologies Inc. (FARO)
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Q: How do the above two 3D print companies compare? Do you feel the 3D print sector is becoming a better area for investment after past hype? Is the industry experiencing higher, more stable growth than in the past? Any other companies you like in this sector. Dm for example.
Regards Greg

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Read Answer Asked by Greg on February 04, 2021

• ECN Capital Corp. (ECN)
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Q: I would appreciate an update on this company(ECN) in terms of your projections over the next 2 years. Revenue growth, expected profit and EPS and other metrics you consider important. Also any developments within the company and also in its sector, positive or negative , that could influence the shares. In essence how do you view this company over the next couple of years? And based on this analysis where do you see the share price going based on reasonable multiples of your projections?
Thanks.

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Read Answer Asked by John on February 04, 2021

• Toronto-Dominion Bank (The) (TD)
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• Bank of Nova Scotia (The) (BNS)
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• Bank of Montreal (BMO)
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Q: Hi there, the portfolio analytics says I should lighten up on financials. Which of these 3 would you sell. I also hold XTR which is also high in financials.
Thx

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Read Answer Asked by Nancy on February 04, 2021

• CareRx Corporation (CRRX)
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Q: Good day, I am wondering what your thoughts are on this stock now given the recent financing - seems to be coming together nicely. Thanks

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Read Answer Asked by Michael on February 04, 2021