Investment Q&A

• Apple Inc. (AAPL $271.99)
  • $271.99 P/E (TTM): 40.82X Cap: $4T
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• Amazon.com Inc. (AMZN $225.20)
  • $225.20 P/E (TTM): 34.95X Cap: $2.45T
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• Broadcom Inc. (AVGO $376.71)
  • $376.71 P/E (TTM): 95.15X Cap: $1.82T
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• Alphabet Inc. (GOOG $284.26)
  • $284.26 P/E (TTM): 28.62X Cap: $3.32T
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• Intuitive Surgical Inc. (ISRG $532.02)
  • $532.02 P/E (TTM): 75.96X Cap: $192.71B
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• Microsoft Corporation (MSFT $523.76)
  • $523.76 P/E (TTM): 39.74X Cap: $4.02T
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• QUALCOMM Incorporated (QCOM $178.56)
  • $178.56 P/E (TTM): 17.49X Cap: $192.78B
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• AbbVie Inc. (ABBV $227.16)
  • $227.16 P/E (TTM): 108.87X Cap: $397.72B
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• JPMorgan Chase & Co. (JPM $311.77)
  • $311.77 P/E (TTM): 15.66X Cap: $840.07B
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• Merck & Company Inc. (MRK $85.77)
  • $85.77 P/E (TTM): 13.42X Cap: $216.25B
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• NextEra Energy Inc. (NEE $81.86)
  • $81.86 P/E (TTM): 29.22X Cap: $170.27B
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• Prudential Financial Inc. (PRU $103.86)
  • $103.86 P/E (TTM): 22.35X Cap: $35.61B
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• Stryker Corporation (SYK $371.68)
  • $371.68 P/E (TTM): 49.79X Cap: $141.29B
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• Argan Inc. (AGX $291.91)
  • $291.91 P/E (TTM): 35.15X Cap: $4.03B
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• Construction Partners Inc. (ROAD $113.82)
  • $113.82 P/E (TTM): 86.51X Cap: $6.51B
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• Vertiv Holdings LLC Class A (VRT $194.86)
  • $194.86 P/E (TTM): 91.18X Cap: $76.09B
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• Shift4 Payments Inc. Class A (FOUR $67.91)
  • $67.91 P/E (TTM): 36.13X Cap: $6.19B
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• Cellebrite DI Ltd. (CLBT $17.20)
  • $17.20 Cap: $4.16B
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Q: I sold my full positions in APPL and NEE plus sold half my position in VERT this morning. I would like 2 good dividend payers with a growth metric, and 2 small/ mid caps for a 2-3 year hold.
Other positions currently held are: MSFT, SYK, AMZN, ISRG, GOOG, ABBV, JPM, PRU, AGX, CRS.
Thanks for all the above over the years. David

Upvote 6

Read Answer Asked by David on November 06, 2024

• Shift4 Payments Inc. Class A (FOUR $67.91)
  • $67.91 P/E (TTM): 36.13X Cap: $6.19B
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Q: Hello 5i
Could I have your current assessment of Shift Four? How would you rate it amongst its competitors?
Thank you
Dave

Upvote 2

Read Answer Asked by Dave on October 16, 2024

• Aspen Aerogels Inc. (ASPN $7.70)
  • $7.70 Cap: $650M
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• Parsons Corporation (PSN $82.89)
  • $82.89 P/E (TTM): 37.42X Cap: $8.83B
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• Shift4 Payments Inc. Class A (FOUR $67.91)
  • $67.91 P/E (TTM): 36.13X Cap: $6.19B
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• Cellebrite DI Ltd. (CLBT $17.20)
  • $17.20 Cap: $4.16B
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• TransMedics Group Inc. (TMDX $135.29)
  • $135.29 P/E (TTM): 66.79X Cap: $4.57B
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• ReposiTrak Inc. (TRAK $15.00)
  • $15.00 P/E (TTM): 44.17X Cap: $274M
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• AppFolio Inc. (APPF $236.86)
  • $236.86 P/E (TTM): 44.09X Cap: $8.69B
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Q: Would you buy into the momentum of ASPN($16.98) , TMDX ($88.71) and CLBT ($11.85) at current valuations for a 2-year hold?

Can you provide 5 or 6 other stocks with similar growth profile in US or Canada?

How would you tank them?

Thanks

Upvote 12

Read Answer Asked by v on August 20, 2024

• Shift4 Payments Inc. Class A (FOUR $67.91)
  • $67.91 P/E (TTM): 36.13X Cap: $6.19B
  • View FOUR Profile
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Q: Please provide an update on this security.
I hold it in my RRSP. It hasn’t done much, But I am a patient investor. Would you continue to hold?
Thank you kindly,

Upvote 3

Read Answer Asked by Karim on August 14, 2024

• Aspen Aerogels Inc. (ASPN $7.70)
  • $7.70 Cap: $650M
  • View ASPN Profile
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• Shift4 Payments Inc. Class A (FOUR $67.91)
  • $67.91 P/E (TTM): 36.13X Cap: $6.19B
  • View FOUR Profile
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• TransMedics Group Inc. (TMDX $135.29)
  • $135.29 P/E (TTM): 66.79X Cap: $4.57B
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• Nextracker Inc. (NXT $99.64)
  • $99.64 P/E (TTM): 26.43X Cap: $15.19B
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• RxSight Inc. (RXST $8.69)
  • $8.69 Cap: $344M
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Q: Hi team,

Very much appreciated your solid reply to Brant this morning. I am sure most members are happy the way you run your site.

Grateful if you could provide, in order, your favorite U.S smaller caps for strong growth, indicating the level of risk of each in your view.

Take credits as you see fit.

Thanks again for the outstanding work,

Jacques IDS

Upvote 5

Read Answer Asked by Jacques on May 23, 2024

• Microsoft Corporation (MSFT $523.76)
  • $523.76 P/E (TTM): 39.74X Cap: $4.02T
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• NVIDIA Corporation (NVDA $203.99)
  • $203.99 P/E (TTM): 57.27X Cap: $5.03T
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• Constellation Software Inc. (CSU $3,581.44)
  • $3,581.44 P/E (TTM): 91.49X Cap: $73.19B
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• Descartes Systems Group Inc. (The) (DSG $125.29)
  • $125.29 P/E (TTM): 56.84X Cap: $10.75B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $245.24)
  • $245.24 P/E (TTM): 99.97X Cap: $324.46B
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• Elastic N.V. (ESTC $90.07)
  • $90.07 Cap: $9.17B
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• CrowdStrike Holdings Inc. (CRWD $543.37)
  • $543.37 Cap: $136.89B
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• Docebo Inc. (DCBO $35.19)
  • $35.19 P/E (TTM): 39.45X Cap: $1.02B
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• Shift4 Payments Inc. Class A (FOUR $67.91)
  • $67.91 P/E (TTM): 36.13X Cap: $6.19B
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• Lumine Group Inc. (LMN $33.04)
  • $33.04 P/E (TTM): 131.81X Cap: $8.49B
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• Nextracker Inc. (NXT $99.64)
  • $99.64 P/E (TTM): 26.43X Cap: $15.19B
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Q: Sorry for asking another tech ranking but I read a question about some of your best ideas currently and I want to mesh with my current holding. Can you please rank the above stocks for purchase/hold today?
Thank you

Upvote 10

Read Answer Asked by Neil on March 18, 2024

• Global Payments Inc. (GPN $80.38)
  • $80.38 P/E (TTM): 15.02X Cap: $19.21B
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• FleetCor Technologies Inc. (FLT)
  • P/E (TTM): 21.63X Cap: $22.01B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.66)
  • $16.66 Cap: $2.34B
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• Shift4 Payments Inc. Class A (FOUR $67.91)
  • $67.91 P/E (TTM): 36.13X Cap: $6.19B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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• Fiserv Inc. (FI $65.91)
  • $65.91 P/E (TTM): 21.1X Cap: $38.37B
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Q: Could you formulate who are the direct competitors of Nuvei listed on North America stock market please?

Thanks

Upvote 5

Read Answer Asked by Daniel on March 08, 2024

• Amazon.com Inc. (AMZN $225.20)
  • $225.20 P/E (TTM): 34.95X Cap: $2.45T
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• Alphabet Inc. (GOOG $284.26)
  • $284.26 P/E (TTM): 28.62X Cap: $3.32T
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• Microsoft Corporation (MSFT $523.76)
  • $523.76 P/E (TTM): 39.74X Cap: $4.02T
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• NVIDIA Corporation (NVDA $203.99)
  • $203.99 P/E (TTM): 57.27X Cap: $5.03T
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• Constellation Software Inc. (CSU $3,581.44)
  • $3,581.44 P/E (TTM): 91.49X Cap: $73.19B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $245.24)
  • $245.24 P/E (TTM): 99.97X Cap: $324.46B
  • View SHOP Profile
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  • View Reports on SHOP
• Elastic N.V. (ESTC $90.07)
  • $90.07 Cap: $9.17B
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• Shift4 Payments Inc. Class A (FOUR $67.91)
  • $67.91 P/E (TTM): 36.13X Cap: $6.19B
  • View FOUR Profile
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• Duolingo Inc. (DUOL $266.56)
  • $266.56 P/E (TTM): 120.94X Cap: $12.49B
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• Cellebrite DI Ltd. (CLBT $17.20)
  • $17.20 Cap: $4.16B
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• Lumine Group Inc. (LMN $33.04)
  • $33.04 P/E (TTM): 131.81X Cap: $8.49B
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• Nextracker Inc. (NXT $99.64)
  • $99.64 P/E (TTM): 26.43X Cap: $15.19B
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Q: My tech stocks have had a great run and it's time to trim as they are now about 33% of my portfolio. Can you please rank the above stocks along with SMCI (watching for a pullback in that one). I also have GOOG and AMZN. Do you think they are too closely related as well?

Upvote 14

Read Answer Asked by Neil on March 04, 2024

• Shift4 Payments Inc. Class A (FOUR $67.91)
  • $67.91 P/E (TTM): 36.13X Cap: $6.19B
  • View FOUR Profile
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Q: Can I please get your comments on Shift4 Payments latest results? Thanks

Upvote 1

Read Answer Asked by Neil on February 27, 2024

• EQB Inc. (EQB $87.91)
  • $87.91 P/E (TTM): 10.02X Cap: $3.34B
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• Shift4 Payments Inc. Class A (FOUR $67.91)
  • $67.91 P/E (TTM): 36.13X Cap: $6.19B
  • View FOUR Profile
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Q: Would you buy EQB or FOUR right now? Or no preference?

Upvote 5

Read Answer Asked by Neil on February 23, 2024

• CECO Environmental Corp. (CECO $48.03)
  • $48.03 P/E (TTM): 33.68X Cap: $1.71B
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• Powell Industries Inc. (POWL $380.16)
  • $380.16 P/E (TTM): 26.68X Cap: $4.92B
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• Shift4 Payments Inc. Class A (FOUR $67.91)
  • $67.91 P/E (TTM): 36.13X Cap: $6.19B
  • View FOUR Profile
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• Cellebrite DI Ltd. (CLBT $17.20)
  • $17.20 Cap: $4.16B
  • View CLBT Profile
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• Nextracker Inc. (NXT $99.64)
  • $99.64 P/E (TTM): 26.43X Cap: $15.19B
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Q: Hello 5i
What are your current top 5 US and CDN non-tech small-mid cap picks for growth?
Ranked would be appreciated.
Thanks
Dave

Upvote 9

Read Answer Asked by Dave on February 21, 2024

• PepsiCo Inc. (PEP $147.50)
  • $147.50 P/E (TTM): 28.54X Cap: $199.85B
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• Blackstone Inc. (BX $149.47)
  • $149.47 P/E (TTM): 40.89X Cap: $109.76B
  • View BX Profile
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• Shift4 Payments Inc. Class A (FOUR $67.91)
  • $67.91 P/E (TTM): 36.13X Cap: $6.19B
  • View FOUR Profile
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• Celsius Holdings Inc. (CELH $60.26)
  • $60.26 P/E (TTM): 162.89X Cap: $15.83B
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Q: These are all names that have come up recently in Q&As. Which one do you think has the most upside from here? If you had to pick one to own as part of a 10 stock portfolio which would you choose? Thanks.

Upvote 4

Read Answer Asked by Jason on December 18, 2023

• Bank of America Corporation (BAC $53.24)
  • $53.24 P/E (TTM): 15.5X Cap: $389.45B
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• Citigroup Inc. (C $100.84)
  • $100.84 P/E (TTM): 15.0X Cap: $182.46B
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• Deere & Company (DE $471.02)
  • $471.02 P/E (TTM): 24.45X Cap: $127.99B
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• Danaher Corporation (DHR $216.35)
  • $216.35 P/E (TTM): 46.05X Cap: $153.24B
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• Honeywell International Inc. (HON $201.53)
  • $201.53 P/E (TTM): 24.39X Cap: $135.16B
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• JPMorgan Chase & Co. (JPM $311.77)
  • $311.77 P/E (TTM): 15.66X Cap: $840.07B
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• Thermo Fisher Scientific Inc (TMO $561.23)
  • $561.23 P/E (TTM): 32.25X Cap: $210.82B
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• Palo Alto Networks Inc. (PANW $219.57)
  • $219.57 P/E (TTM): 137.93X Cap: $145.25B
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• Arista Networks Inc. (ANET $160.67)
  • $160.67 P/E (TTM): 61.48X Cap: $203.64B
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• Zscaler Inc. (ZS $324.35)
  • $324.35 Cap: $50.80B
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• Crocs Inc. (CROX $82.60)
  • $82.60 P/E (TTM): 23.25X Cap: $4.62B
  • View CROX Profile
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• Synopsys Inc. (SNPS $438.85)
  • $438.85 P/E (TTM): 62.7X Cap: $84.57B
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• SPS Commerce Inc. (SPSC $104.64)
  • $104.64 P/E (TTM): 50.45X Cap: $3.98B
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• CrowdStrike Holdings Inc. (CRWD $543.37)
  • $543.37 Cap: $136.89B
  • View CRWD Profile
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• iShares Core S&P Small-Cap ETF (IJR $118.19)
  • $118.19 P/E (TTM): 17.32X Cap: $85.95B
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• Shift4 Payments Inc. Class A (FOUR $67.91)
  • $67.91 P/E (TTM): 36.13X Cap: $6.19B
  • View FOUR Profile
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• ISHARES TRUST (IJT $140.15)
  • $140.15 P/E (TTM): 19.55X Cap: $6.28B
  • View IJT Profile
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Q: The magnificent 7 have had a nice run in 2023. Assuming that the market is broadening out, can you suggest around 5 to 10 US stocks and/or ETFs where money is rotating to. Medium risk stocks. Also what sectors should benefit in the next phase of the economic cycle?

Upvote 27

Read Answer Asked by Paul on December 15, 2023

• Shift4 Payments Inc. Class A (FOUR $67.91)
  • $67.91 P/E (TTM): 36.13X Cap: $6.19B
  • View FOUR Profile
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• Toast Inc. Class A (TOST $34.56)
  • $34.56 P/E (TTM): 98.53X Cap: $20.83B
  • View TOST Profile
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• Fiserv Inc. (FI $65.91)
  • $65.91 P/E (TTM): 21.1X Cap: $38.37B
  • View FI Profile
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Q: Hi,
Is it time to get out. What do you make out of today’s report. ? I am 35% down. Buy, sell, hold.
Thanks. Alnoor

Upvote 4

Read Answer Asked by Alnoor on November 08, 2023

• Blackstone Inc. (BX $149.47)
  • $149.47 P/E (TTM): 40.89X Cap: $109.76B
  • View BX Profile
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• Trisura Group Ltd. (TSU $37.56)
  • $37.56 P/E (TTM): 15.37X Cap: $1.77B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• CrowdStrike Holdings Inc. (CRWD $543.37)
  • $543.37 Cap: $136.89B
  • View CRWD Profile
  • View Questions on CRWD
• Shift4 Payments Inc. Class A (FOUR $67.91)
  • $67.91 P/E (TTM): 36.13X Cap: $6.19B
  • View FOUR Profile
  • View Questions on FOUR
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.48)
  • $64.48 P/E (TTM): 109.82X Cap: $145.64B
  • View BN Profile
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Q: Looking for a few stocks that have been beaten up that are good opportunities for rebound over the next 6 months...perhaps 3 canadian and 3 US...thanks.

Upvote 0

Read Answer Asked by dan on July 19, 2023

• PayPal Holdings Inc. (PYPL $68.93)
  • $68.93 P/E (TTM): 15.67X Cap: $65.19B
  • View PYPL Profile
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• Visa Inc. (V $346.59)
  • $346.59 P/E (TTM): 33.88X Cap: $662.06B
  • View V Profile
  • View Questions on V
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $245.24)
  • $245.24 P/E (TTM): 99.97X Cap: $324.46B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Shift4 Payments Inc. Class A (FOUR $67.91)
  • $67.91 P/E (TTM): 36.13X Cap: $6.19B
  • View FOUR Profile
  • View Questions on FOUR
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
  • View Questions on NVEI

Q: I'm looking to sell some of my Lightspeed positions and looking for an alternative in the same space.

- I have a huge loss with LSPD, and looking for best proxy to recoup some losses going forward...

- Not interested in 5+ year investment, as too much can change...

- I'm looking for a recommendation of a candidate that has great prospects 1-2 years, 3 max

- I'm open to any suggestions & ideas other than the companies I listed in my question as well

Upvote 0

Read Answer Asked by michael on April 11, 2023

• Crocs Inc. (CROX $82.60)
  • $82.60 P/E (TTM): 23.25X Cap: $4.62B
  • View CROX Profile
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• Perion Network Ltd (PERI $9.25)
  • $9.25 Cap: $426M
  • View PERI Profile
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• InMode Ltd. (INMD $14.78)
  • $14.78 Cap: $1.03B
  • View INMD Profile
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• Shift4 Payments Inc. Class A (FOUR $67.91)
  • $67.91 P/E (TTM): 36.13X Cap: $6.19B
  • View FOUR Profile
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• Lantheus Holdings Inc. (LNTH $56.13)
  • $56.13 P/E (TTM): 15.29X Cap: $3.79B
  • View LNTH Profile
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Q: Hi 5I Team
Please suggest 5 Can & 5 US Mid-Cap to buy today.
Thanks
Best Regards

Upvote 0

Read Answer Asked by Djamel on March 07, 2023

• PayPal Holdings Inc. (PYPL $68.93)
  • $68.93 P/E (TTM): 15.67X Cap: $65.19B
  • View PYPL Profile
  • View Questions on PYPL
• Fidelity National Information Services Inc. (FIS $63.02)
  • $63.02 P/E (TTM): 370.39X Cap: $32.12B
  • View FIS Profile
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• Mastercard Incorporated (MA $554.78)
  • $554.78 P/E (TTM): 38.16X Cap: $501.34B
  • View MA Profile
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• Visa Inc. (V $346.59)
  • $346.59 P/E (TTM): 33.88X Cap: $662.06B
  • View V Profile
  • View Questions on V
• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Global Payments Inc. (GPN $80.38)
  • $80.38 P/E (TTM): 15.02X Cap: $19.21B
  • View GPN Profile
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.66)
  • $16.66 Cap: $2.34B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Shift4 Payments Inc. Class A (FOUR $67.91)
  • $67.91 P/E (TTM): 36.13X Cap: $6.19B
  • View FOUR Profile
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• Upstart Holdings Inc. (UPST $45.76)
  • $45.76 Cap: $4.69B
  • View UPST Profile
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• Affirm Holdings Inc. (AFRM $69.08)
  • $69.08 P/E (TTM): 632.67X Cap: $24.72B
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• SoFi Technologies Inc. (SOFI $29.63)
  • $29.63 P/E (TTM): 62.94X Cap: $37.91B
  • View SOFI Profile
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Q: I'm interested in the payments/financial services sector...

1. Please rate/rank the following: 1 through 10 if you had new money to deploy in this sector...
- I understand not all the same...
- If any new ideas/companies, please list as well...


2. Who do you think will win the Grey Cup ? Are you doing odds and taking bets with 5i ?? - Sports-book Division in the future ??

Thanks,
Have a good week!

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Read Answer Asked by michael on December 08, 2021

• Shift4 Payments Inc. Class A (FOUR $67.91)
  • $67.91 P/E (TTM): 36.13X Cap: $6.19B
  • View FOUR Profile
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Q: Hi 5i,
FOUR share price has been dropping steadily the last several months and today down another -13%....Do you have insights as to whats happening?
How does it compare to SQ and LSPD and would you have any interest in starting a new position here. If so, what price point would be attractive.
Thx
Jim

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Read Answer Asked by jim on October 29, 2021

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.66)
  • $16.66 Cap: $2.34B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Shift4 Payments Inc. Class A (FOUR $67.91)
  • $67.91 P/E (TTM): 36.13X Cap: $6.19B
  • View FOUR Profile
  • View Questions on FOUR
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
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Q: Hello 5i,
Please comment on the growth prospects for SQ FOUR NVEI LSPD and rank 1-4 as far as your preference.
Thank you
Dave

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Read Answer Asked by Dave on March 19, 2021