Investment Q&A

• Aspen Aerogels Inc. (ASPN $6.59)
  • $6.59 Cap: $542M
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• Parsons Corporation (PSN $76.62)
  • $76.62 P/E (TTM): 34.37X Cap: $8.18B
  • View PSN Profile
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• Shift4 Payments Inc. Class A (FOUR $87.40)
  • $87.40 P/E (TTM): 48.29X Cap: $7.72B
  • View FOUR Profile
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• Cellebrite DI Ltd. (CLBT $16.80)
  • $16.80 Cap: $4.02B
  • View CLBT Profile
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• TransMedics Group Inc. (TMDX $114.57)
  • $114.57 P/E (TTM): 58.99X Cap: $3.90B
  • View TMDX Profile
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• ReposiTrak Inc. (TRAK $17.02)
  • $17.02 P/E (TTM): 51.58X Cap: $311M
  • View TRAK Profile
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• AppFolio Inc. (APPF $276.09)
  • $276.09 P/E (TTM): 49.84X Cap: $9.89B
  • View APPF Profile
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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 $87.40)
  • $87.40 P/E (TTM): 48.29X Cap: $7.72B
  • View FOUR Profile
  • View Questions on FOUR

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 $6.59)
  • $6.59 Cap: $542M
  • View ASPN Profile
  • View Questions on ASPN
• Shift4 Payments Inc. Class A (FOUR $87.40)
  • $87.40 P/E (TTM): 48.29X Cap: $7.72B
  • View FOUR Profile
  • View Questions on FOUR
• TransMedics Group Inc. (TMDX $114.57)
  • $114.57 P/E (TTM): 58.99X Cap: $3.90B
  • View TMDX Profile
  • View Questions on TMDX
• Nextracker Inc. (NXT $66.70)
  • $66.70 P/E (TTM): 18.17X Cap: $9.86B
  • View NXT Profile
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• RxSight Inc. (RXST $9.31)
  • $9.31 Cap: $400M
  • View RXST Profile
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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 $509.90)
  • $509.90 P/E (TTM): 37.38X Cap: $3.79T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 57.36X Cap: $4.32T
  • View NVDA Profile
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• Constellation Software Inc. (CSU $4,392.79)
  • $4,392.79 P/E (TTM): 108.48X Cap: $93.08B
  • View CSU Profile
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  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $144.53)
  • $144.53 P/E (TTM): 61.82X Cap: $12.42B
  • View DSG Profile
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  • View Reports on DSG
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.49)
  • $198.49 P/E (TTM): 80.6X Cap: $257.91B
  • View SHOP Profile
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  • View Reports on SHOP
• Elastic N.V. (ESTC $87.54)
  • $87.54 Cap: $9.30B
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• CrowdStrike Holdings Inc. (CRWD $436.10)
  • $436.10 Cap: $109.44B
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• Docebo Inc. (DCBO $41.85)
  • $41.85 P/E (TTM): 43.21X Cap: $1.20B
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• Shift4 Payments Inc. Class A (FOUR $87.40)
  • $87.40 P/E (TTM): 48.29X Cap: $7.72B
  • View FOUR Profile
  • View Questions on FOUR
• Lumine Group Inc. (LMN $45.56)
  • $45.56 P/E (TTM): 173.32X Cap: $11.69B
  • View LMN Profile
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  • View Reports on LMN
• Nextracker Inc. (NXT $66.70)
  • $66.70 P/E (TTM): 18.17X Cap: $9.86B
  • View NXT Profile
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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 $85.35)
  • $85.35 P/E (TTM): 14.97X Cap: $20.70B
  • View GPN Profile
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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 $16.42)
  • $16.42 Cap: $2.26B
  • View LSPD Profile
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  • View Reports on LSPD
• Shift4 Payments Inc. Class A (FOUR $87.40)
  • $87.40 P/E (TTM): 48.29X Cap: $7.72B
  • View FOUR Profile
  • View Questions on FOUR
• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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• Fiserv Inc. (FI $134.32)
  • $134.32 P/E (TTM): 22.46X Cap: $73.01B
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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 $228.15)
  • $228.15 P/E (TTM): 34.78X Cap: $2.43T
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• Alphabet Inc. (GOOG $241.38)
  • $241.38 P/E (TTM): 25.73X Cap: $2.91T
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• Microsoft Corporation (MSFT $509.90)
  • $509.90 P/E (TTM): 37.38X Cap: $3.79T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 57.36X Cap: $4.32T
  • View NVDA Profile
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• Constellation Software Inc. (CSU $4,392.79)
  • $4,392.79 P/E (TTM): 108.48X Cap: $93.08B
  • View CSU Profile
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  • View Reports on CSU
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.49)
  • $198.49 P/E (TTM): 80.6X Cap: $257.91B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Elastic N.V. (ESTC $87.54)
  • $87.54 Cap: $9.30B
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• Shift4 Payments Inc. Class A (FOUR $87.40)
  • $87.40 P/E (TTM): 48.29X Cap: $7.72B
  • View FOUR Profile
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• Duolingo Inc. (DUOL $307.91)
  • $307.91 P/E (TTM): 126.71X Cap: $13.10B
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• Cellebrite DI Ltd. (CLBT $16.80)
  • $16.80 Cap: $4.02B
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• Lumine Group Inc. (LMN $45.56)
  • $45.56 P/E (TTM): 173.32X Cap: $11.69B
  • View LMN Profile
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• Nextracker Inc. (NXT $66.70)
  • $66.70 P/E (TTM): 18.17X Cap: $9.86B
  • View NXT Profile
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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 $87.40)
  • $87.40 P/E (TTM): 48.29X Cap: $7.72B
  • View FOUR Profile
  • View Questions on FOUR

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 $91.23)
  • $91.23 P/E (TTM): 10.34X Cap: $3.49B
  • View EQB Profile
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• Shift4 Payments Inc. Class A (FOUR $87.40)
  • $87.40 P/E (TTM): 48.29X Cap: $7.72B
  • View FOUR Profile
  • View Questions on FOUR

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 $48.13)
  • $48.13 P/E (TTM): 33.42X Cap: $1.70B
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• Powell Industries Inc. (POWL $287.68)
  • $287.68 P/E (TTM): 19.98X Cap: $3.47B
  • View POWL Profile
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• Shift4 Payments Inc. Class A (FOUR $87.40)
  • $87.40 P/E (TTM): 48.29X Cap: $7.72B
  • View FOUR Profile
  • View Questions on FOUR
• Cellebrite DI Ltd. (CLBT $16.80)
  • $16.80 Cap: $4.02B
  • View CLBT Profile
  • View Questions on CLBT
• Nextracker Inc. (NXT $66.70)
  • $66.70 P/E (TTM): 18.17X Cap: $9.86B
  • View NXT Profile
  • View Questions on NXT

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 $143.53)
  • $143.53 P/E (TTM): 26.14X Cap: $196.50B
  • View PEP Profile
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• Blackstone Inc. (BX $181.35)
  • $181.35 P/E (TTM): 48.88X Cap: $133.67B
  • View BX Profile
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• Shift4 Payments Inc. Class A (FOUR $87.40)
  • $87.40 P/E (TTM): 48.29X Cap: $7.72B
  • View FOUR Profile
  • View Questions on FOUR
• Celsius Holdings Inc. (CELH $57.82)
  • $57.82 P/E (TTM): 175.21X Cap: $14.91B
  • View CELH Profile
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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 $50.58)
  • $50.58 P/E (TTM): 14.83X Cap: $374.64B
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• Citigroup Inc. (C $99.44)
  • $99.44 P/E (TTM): 14.71X Cap: $183.05B
  • View C Profile
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• Deere & Company (DE $470.51)
  • $470.51 P/E (TTM): 22.74X Cap: $127.19B
  • View DE Profile
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• Danaher Corporation (DHR $190.05)
  • $190.05 P/E (TTM): 40.35X Cap: $136.08B
  • View DHR Profile
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• Honeywell International Inc. (HON $211.46)
  • $211.46 P/E (TTM): 24.06X Cap: $134.25B
  • View HON Profile
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• JPMorgan Chase & Co. (JPM $306.91)
  • $306.91 P/E (TTM): 15.74X Cap: $843.92B
  • View JPM Profile
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• Thermo Fisher Scientific Inc (TMO $479.46)
  • $479.46 P/E (TTM): 27.73X Cap: $181.04B
  • View TMO Profile
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• Palo Alto Networks Inc. (PANW $196.29)
  • $196.29 P/E (TTM): 122.3X Cap: $131.29B
  • View PANW Profile
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• Arista Networks Inc. (ANET $139.39)
  • $139.39 P/E (TTM): 54.66X Cap: $175.19B
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• Zscaler Inc. (ZS $283.19)
  • $283.19 Cap: $44.82B
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• Crocs Inc. (CROX $77.43)
  • $77.43 P/E (TTM): 20.76X Cap: $4.22B
  • View CROX Profile
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• Synopsys Inc. (SNPS $425.45)
  • $425.45 P/E (TTM): 58.39X Cap: $79.02B
  • View SNPS Profile
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• SPS Commerce Inc. (SPSC $105.53)
  • $105.53 P/E (TTM): 48.41X Cap: $4B
  • View SPSC Profile
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• CrowdStrike Holdings Inc. (CRWD $436.10)
  • $436.10 Cap: $109.44B
  • View CRWD Profile
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• iShares Core S&P Small-Cap ETF (IJR $118.46)
  • $118.46 P/E (TTM): 17.03X Cap: $85.71B
  • View IJR Profile
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• Shift4 Payments Inc. Class A (FOUR $87.40)
  • $87.40 P/E (TTM): 48.29X Cap: $7.72B
  • View FOUR Profile
  • View Questions on FOUR
• ISHARES TRUST (IJT $140.82)
  • $140.82 P/E (TTM): 57.09X Cap: $6.26B
  • 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 $87.40)
  • $87.40 P/E (TTM): 48.29X Cap: $7.72B
  • View FOUR Profile
  • View Questions on FOUR
• Toast Inc. Class A (TOST $39.95)
  • $39.95 P/E (TTM): 105.13X Cap: $23.29B
  • View TOST Profile
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• Fiserv Inc. (FI $134.32)
  • $134.32 P/E (TTM): 22.46X Cap: $73.01B
  • View FI Profile
  • View Questions on FI

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 $181.35)
  • $181.35 P/E (TTM): 48.88X Cap: $133.67B
  • View BX Profile
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• Trisura Group Ltd. (TSU $40.35)
  • $40.35 P/E (TTM): 16.27X Cap: $1.91B
  • View TSU Profile
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  • View Reports on TSU
• CrowdStrike Holdings Inc. (CRWD $436.10)
  • $436.10 Cap: $109.44B
  • View CRWD Profile
  • View Questions on CRWD
• Shift4 Payments Inc. Class A (FOUR $87.40)
  • $87.40 P/E (TTM): 48.29X Cap: $7.72B
  • 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
• Brookfield Corporation Class A Limited Voting Shares (BN $93.80)
  • $93.80 P/E (TTM): 157.67X Cap: $140.31B
  • 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 $66.89)
  • $66.89 P/E (TTM): 14.35X Cap: $63.90B
  • View PYPL Profile
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• Visa Inc. (V $339.43)
  • $339.43 P/E (TTM): 33.15X Cap: $658.47B
  • View V Profile
  • View Questions on V
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $198.49)
  • $198.49 P/E (TTM): 80.6X Cap: $257.91B
  • 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 $87.40)
  • $87.40 P/E (TTM): 48.29X Cap: $7.72B
  • 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 $77.43)
  • $77.43 P/E (TTM): 20.76X Cap: $4.22B
  • View CROX Profile
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• Perion Network Ltd (PERI $9.29)
  • $9.29 Cap: $418M
  • View PERI Profile
  • View Questions on PERI
• InMode Ltd. (INMD $14.83)
  • $14.83 Cap: $1.03B
  • View INMD Profile
  • View Questions on INMD
• Shift4 Payments Inc. Class A (FOUR $87.40)
  • $87.40 P/E (TTM): 48.29X Cap: $7.72B
  • View FOUR Profile
  • View Questions on FOUR
• Lantheus Holdings Inc. (LNTH $52.94)
  • $52.94 P/E (TTM): 14.12X Cap: $3.59B
  • 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 $66.89)
  • $66.89 P/E (TTM): 14.35X Cap: $63.90B
  • View PYPL Profile
  • View Questions on PYPL
• Fidelity National Information Services Inc. (FIS $66.84)
  • $66.84 P/E (TTM): 393.18X Cap: $34.91B
  • View FIS Profile
  • View Questions on FIS
• Mastercard Incorporated (MA $580.41)
  • $580.41 P/E (TTM): 39.14X Cap: $524.69B
  • View MA Profile
  • View Questions on MA
• Visa Inc. (V $339.43)
  • $339.43 P/E (TTM): 33.15X Cap: $658.47B
  • 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 $85.35)
  • $85.35 P/E (TTM): 14.97X Cap: $20.70B
  • View GPN Profile
  • View Questions on GPN
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.42)
  • $16.42 Cap: $2.26B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Shift4 Payments Inc. Class A (FOUR $87.40)
  • $87.40 P/E (TTM): 48.29X Cap: $7.72B
  • View FOUR Profile
  • View Questions on FOUR
• Upstart Holdings Inc. (UPST $63.08)
  • $63.08 Cap: $6.06B
  • View UPST Profile
  • View Questions on UPST
• Affirm Holdings Inc. (AFRM $83.08)
  • $83.08 P/E (TTM): 692.33X Cap: $27.05B
  • View AFRM Profile
  • View Questions on AFRM
• SoFi Technologies Inc. (SOFI $26.55)
  • $26.55 P/E (TTM): 52.78X Cap: $31.79B
  • View SOFI Profile
  • View Questions on SOFI

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!

Upvote 0

Read Answer Asked by michael on December 08, 2021

• Shift4 Payments Inc. Class A (FOUR $87.40)
  • $87.40 P/E (TTM): 48.29X Cap: $7.72B
  • View FOUR Profile
  • View Questions on FOUR

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

Upvote 0

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
  • View Questions on SQ
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.42)
  • $16.42 Cap: $2.26B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Shift4 Payments Inc. Class A (FOUR $87.40)
  • $87.40 P/E (TTM): 48.29X Cap: $7.72B
  • 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: 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

Upvote 0

Read Answer Asked by Dave on March 19, 2021

• Costco Wholesale Corporation (COST $967.90)
  • $967.90 P/E (TTM): 56.54X Cap: $429.24B
  • View COST Profile
  • View Questions on COST
• PayPal Holdings Inc. (PYPL $66.89)
  • $66.89 P/E (TTM): 14.35X Cap: $63.90B
  • View PYPL Profile
  • View Questions on PYPL
• Walmart Inc. (WMT $103.49)
  • $103.49 P/E (TTM): 44.23X Cap: $825.11B
  • View WMT Profile
  • View Questions on WMT
• 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 $87.40)
  • $87.40 P/E (TTM): 48.29X Cap: $7.72B
  • View FOUR Profile
  • View Questions on FOUR
• Lightspeed Commerce Inc. Subordinate (LSPD $11.87)
  • $11.87 Cap: $1.63B
  • View LSPD Profile
  • View Questions on LSPD

Q: 1. LSPD vs FOUR - What are your thoughts and recommendations? B/S/H
2. PYPL vs SQ - What are your thoughts and recommendations? B/S/H
3. COST vs WMT - What are your thoughts and recommendations? B/S/H
Thank you in advance.
-Great job guys. I enjoy your service and attention to detail...

Upvote 0

Read Answer Asked by michael on March 02, 2021

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• The Trade Desk Inc. (TTD $45.15)
  • $45.15 P/E (TTM): 54.4X Cap: $22.07B
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• Paycom Software Inc. (PAYC $222.63)
  • $222.63 P/E (TTM): 31.67X Cap: $12.88B
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• Avalara Inc. (AVLR)
  • Cap: $8.25B
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• Docebo Inc. (DCBO $41.85)
  • $41.85 P/E (TTM): 43.21X Cap: $1.20B
  • View DCBO Profile
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• Shift4 Payments Inc. Class A (FOUR $87.40)
  • $87.40 P/E (TTM): 48.29X Cap: $7.72B
  • View FOUR Profile
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• Dye & Durham Limited (DND $10.80)
  • $10.80 Cap: $725M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Hello 5i,
The above stocks have all pulled back between 13-22% recently.
What order, if at all, would you be adding to the positions?
Thank you
Dave

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Read Answer Asked by Dave on January 28, 2021