Investment Q&A

• Danaher Corporation (DHR $204.85)
  • $204.85 Fwd P/E: 39.83X Cap: $147.07B
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• Prologis Inc. (PLD $109.17)
  • $109.17 Fwd P/E: 27.03X Cap: $101.30B
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• Stryker Corporation (SYK $389.46)
  • $389.46 Fwd P/E: 53.35X Cap: $150.86B
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• Zoetis Inc. Class A (ZTS $154.96)
  • $154.96 Fwd P/E: 28.51X Cap: $70.69B
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• BCE Inc. (BCE $32.57)
  • $32.57 Fwd P/E: 78.26X Cap: $29.98B
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• TELUS Corporation (T $22.56)
  • $22.56 Fwd P/E: 28.61X Cap: $34.15B
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• Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $45.17)
  • $45.17 Fwd P/E: 63.31X Cap: $7.27B
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• Block Inc. Class A (SQ)
  • Fwd P/E: 59.56X Cap: $53.89B
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• Tesla Inc. (TSLA $313.51)
  • $313.51 Fwd P/E: 170.26X Cap: $998.07B
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• Dream Industrial Real Estate Investment Trust (DIR.UN $11.76)
  • $11.76 Fwd P/E: 27.51X Cap: $3.46B
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• Roku Inc. (ROKU $88.99)
  • $88.99 Cap: $13.23B
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• Coinbase Global Inc (COIN $387.06)
  • $387.06 Fwd P/E: 72.92X Cap: $99.07B
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• UiPath Inc. Class A (PATH $12.35)
  • $12.35 Cap: $6.89B
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Q: What would be your best contrarian pick today in both us and canadian markets

Upvote 2

Read Answer Asked by Todd on November 03, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.70)
  • $15.70 Cap: $2.20B
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Q: As a longterm underwater holder could you please evaluate the quarter. Is this enough positive momentum to begin to undo the mistakes of the past? Is this a positive enough quarter to suggest they are turning the corner due to recent structural changes involving the move to in-house payment processing? Does this give you new hope for the company going forward?

Upvote 3

Read Answer Asked by Warren on November 03, 2023

• Fortinet Inc. (FTNT $99.06)
  • $99.06 Fwd P/E: 41.23X Cap: $75.82B
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• Palo Alto Networks Inc. (PANW $187.39)
  • $187.39 Fwd P/E: 109.75X Cap: $124.95B
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• Check Point Software Technologies Ltd. (CHKP $215.50)
  • $215.50 Cap: $23.97B
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Q: Your thoughts on FTNT in relation to other cyber security stocks, following its latest quarter would be appreciated.

Leo

Upvote 2

Read Answer Asked by Leo on November 03, 2023

• Atlassian Corporation (TEAM $187.01)
  • $187.01 Cap: $49.09B
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• ServiceNow Inc. (NOW $938.78)
  • $938.78 Fwd P/E: 131.36X Cap: $200.39B
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Q: Your comments on earnings? Is TEAM still a buy, sell or hold? It is getting hit after hours. Thanks.

Upvote 0

Read Answer Asked by William on November 03, 2023

• SolarEdge Technologies Inc. (SEDG $25.62)
  • $25.62 Cap: $1.62B
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Q: How do you feel about SEDG today? Hold/sell/buy? I thought that solar was a big part of our future. What happened to SolarEdge Technologies?

Upvote 0

Read Answer Asked by Steve on November 02, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.42)
  • $153.42 Fwd P/E: 94.42X Cap: $204.24B
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Q: Could I have your opinion on Shopify results? They appear excellent

Upvote 2

Read Answer Asked by jacques on November 02, 2023

• Super Micro Computer Inc. (SMCI $49.24)
  • $49.24 Fwd P/E: 27.75X Cap: $29.38B
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Q: Please comment on the latest Q
It appears the market is not impressed

Upvote 0

Read Answer Asked by JR on November 02, 2023

• Kinaxis Inc. (KXS $195.99)
  • $195.99 Fwd P/E: 429.14X Cap: $5.60B
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• Thomson Reuters Corporation (TRI $272.45)
  • $272.45 Fwd P/E: 42.15X Cap: $124.03B
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Q: Your comments please on earnings. Do you consider these attractive at current levels.

Thanks

Upvote 0

Read Answer Asked by Greg on November 02, 2023

• Kinaxis Inc. (KXS $195.99)
  • $195.99 Fwd P/E: 429.14X Cap: $5.60B
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Q: What are your thoughts on earnings? Positives/negatives? What do you see going forward over the next 12 months?

Upvote 2

Read Answer Asked on November 02, 2023

• Advanced Micro Devices Inc. (AMD $146.42)
  • $146.42 Fwd P/E: 105.23X Cap: $233.74B
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Q: Prospects for this co?

Upvote 0

Read Answer Asked by Mike on November 02, 2023

• Salesforce Inc. (CRM $258.07)
  • $258.07 Fwd P/E: 41.31X Cap: $252.35B
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Q: Hi , between CRM -ARM if you had to buy one which one would it be? And why?
Thanks. Alnoor

Upvote 0

Read Answer Asked by Alnoor on November 02, 2023

• Topicus.com Inc. (TOI $178.45)
  • $178.45 Fwd P/E: 97.48X Cap: $23.72B
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• Lumine Group Inc. (LMN $51.88)
  • $51.88 Cap: $12.92B
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Q: Hi Peter, what are revenue and earnings estimate in the Qtr for LMN and TOI. TOI is expected to report at the close on Nov 2. When is LMN going to report Qtr?

Thank you

Upvote 0

Read Answer Asked by Frank on November 02, 2023

• Lumine Group Inc. (LMN $51.88)
  • $51.88 Cap: $12.92B
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Q: Could you please discuss your current outlook for Lumine.It’s been weak.

Upvote 0

Read Answer Asked by Kim on November 02, 2023

• Adobe Inc. (ADBE $363.35)
  • $363.35 Fwd P/E: 23.82X Cap: $157.56B
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• Autodesk Inc. (ADSK $280.39)
  • $280.39 Fwd P/E: 61.27X Cap: $61.22B
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• Intuit Inc. (INTU $747.90)
  • $747.90 Fwd P/E: 60.8X Cap: $208.62B
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• Microsoft Corporation (MSFT $503.32)
  • $503.32 Fwd P/E: 38.78X Cap: $3.72T
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• Salesforce Inc. (CRM $258.07)
  • $258.07 Fwd P/E: 41.31X Cap: $252.35B
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• Oracle Corporation (ORCL $230.56)
  • $230.56 Fwd P/E: 54.15X Cap: $660.07B
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• ServiceNow Inc. (NOW $938.78)
  • $938.78 Fwd P/E: 131.36X Cap: $200.39B
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Q: Dear Peter et al:

Recently a tech expert came on BNN and mentioned that going forward, it is the SaaS companies that will benefit from AI revolution. His top pick was ORCL. But he mentioned NOW and CRM as well in passing. I looked at these companies using Finviz's screener (free version!) and I see ORCL has a lot more debt than the other two.

What would be your choice? If not these three do you have any other favourites? Many thanks.

Mano

Upvote 0

Read Answer Asked by Savalai on November 01, 2023

• Lumen Technologies Inc. (LUMN $4.47)
  • $4.47 Cap: $4.71B
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Q: The last Q&A on Lumen was back in February. The slide downhill has continued.

I'd welcome hearing your take on its debt and whether it can recover.

Thank you!

Upvote 0

Read Answer Asked by Marc on November 01, 2023

• Galaxy Digital Inc. Class A common stock (GLXY $28.25)
  • $28.25 Cap: $9.79B
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Q: Any reason for the big hit today on big volume. I couldn't find any news and quarterly report not due till No 9

Upvote 1

Read Answer Asked by JEFF on October 31, 2023

• Dye & Durham Limited (DND $9.68)
  • $9.68 Cap: $682M
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Q: Hi 5i,

Could I please get your thoughts on DND recent earnings?

Thank you,

Greg C.

Upvote 1

Read Answer Asked by GREGORY on October 31, 2023

• Pinterest Inc. Class A (PINS $35.42)
  • $35.42 Fwd P/E: 13.02X Cap: $24.22B
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Q: Hi 5i!

Can you comment on Pinterest earnings and outlook for the stock?

Im holding since 2021, would add to a position in the next months?

Many thanks,

Frank

Upvote 1

Read Answer Asked by Francois on October 31, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.42)
  • $153.42 Fwd P/E: 94.42X Cap: $204.24B
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Q: Is it better to wait until the earnings report next week to buy SHOP or is this a good entry point for a long hold?

Upvote 0

Read Answer Asked by Gary on October 30, 2023

• Amazon.com Inc. (AMZN $225.02)
  • $225.02 Fwd P/E: 36.2X Cap: $2.38T
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• Alphabet Inc. (GOOG $181.31)
  • $181.31 Fwd P/E: 19.94X Cap: $2.16T
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• Microsoft Corporation (MSFT $503.32)
  • $503.32 Fwd P/E: 38.78X Cap: $3.72T
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• International Business Machines Corporation (IBM $283.59)
  • $283.59 Fwd P/E: 49.3X Cap: $267.13B
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• Oracle Corporation (ORCL $230.56)
  • $230.56 Fwd P/E: 54.15X Cap: $660.07B
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Q: IBM pays a nice dividend that has shown good growth over the past 5 years (the last 3 years, not so much). How would you rank it for both income and equity growth going forward? It seems that at one time is was the leader in AI and now it does not seem to get mentioned in that vein.

Appreciate your insight.

Paul F.

Upvote 0

Read Answer Asked by Paul on October 30, 2023