Investment Q&A

• Kinaxis Inc. (KXS)
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Q: Would like your opinion on Kinaxis. Is it a buy at today’s price? What contributed to the drop in share price? Can we expect better growth in the coming months? Should I sell or buy more shares at this time? Thanks for you response!
Rossana..

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Read Answer Asked by Rossana on May 06, 2021

• Brookfield Infrastructure Partners L.P. (BIP.UN)
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Q: Can you please comment on BIP’s earnings release today?

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Read Answer Asked by Dave on May 06, 2021

• WELL Health Technologies Corp. (WELL)
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• Topicus.com Inc. (TOI)
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Q: Hi, I hold a full position in WELL and a small position in TOI. Would it be
timely to sell some WELL to buy TOI? Thanks!

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Read Answer Asked by Keith on May 06, 2021

• Brookfield Infrastructure Partners L.P. (BIP.UN)
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Q: The Quarter looked looked good to me what did i miss
Thanks
Stan

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Read Answer Asked by Stan on May 06, 2021

• Palantir Technologies Inc. (PLTR)
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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)
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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)
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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)
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• Albemarle Corporation (ALB)
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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)
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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)
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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)
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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)
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• NFI Group Inc. (NFI)
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• Stingray Group Inc. Subordinate Voting Shares (RAY.A)
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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)
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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)
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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)
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• Atlassian Corporation (TEAM)
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• Veeva Systems Inc. Class A (VEEV)
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• Roku Inc. (ROKU)
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• Rapid7 Inc. (RPD)
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• MEDIFAST INC (MED)
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• CrowdStrike Holdings Inc. (CRWD)
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• Palantir Technologies Inc. (PLTR)
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• Unity Software Inc. (U)
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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)
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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)
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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)
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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)
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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)
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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