Investment Q&A

• Equinix Inc. (EQIX $1,052.00)
  • $1,052.00 P/E (TTM): 74.87X Cap: $101.60B
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• Alphabet Inc. (GOOG $317.98)
  • $317.98 P/E (TTM): 29.21X Cap: $3.83T
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• Iron Mountain Incorporated (Delaware)Common Stock REIT (IRM $111.65)
  • $111.65 P/E (TTM): 223.2X Cap: $32.53B
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• Snowflake Inc. (SNOW $131.80)
  • $131.80 Cap: $41.86B
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Q: Hi 5I. I hold VRT and am quite happy to do so. The names I have listed may also have big potential in the AI / Data Center explosion. Could you comment on the worthiness of an investment in any of them, please?

Carl

Upvote 7

Read Answer Asked by Carl on June 03, 2024

• Cloudflare Inc. Class A (NET $182.30)
  • $182.30 Cap: $58.77B
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• Datadog Inc. (DDOG $109.50)
  • $109.50 P/E (TTM): 339.9X Cap: $37.28B
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• Snowflake Inc. (SNOW $131.80)
  • $131.80 Cap: $41.86B
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Q: Is it time to sell SNOW and move on to an alternate tech stock? If so, may I have a couple of suggestions?
With appreciation,
Ed

Upvote 2

Read Answer Asked by Ed on June 03, 2024

• Dell Technologies Inc. Class C (DELL $188.54)
  • $188.54 P/E (TTM): 23.21X Cap: $114.81B
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Q: How much is Dell's quarterly report going to be a brake on the stock for the foreseeable future? Will it last until another quarterly report shows rising margins for servers?

Upvote 1

Read Answer Asked by John on June 03, 2024

• NVIDIA Corporation (NVDA $188.28)
  • $188.28 P/E (TTM): 38.5X Cap: $4.58T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $157.22)
  • $157.22 P/E (TTM): 121.38X Cap: $200.24B
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Q: Hello, I have a small position in these 2 stocks, and at current price , would you add ? If so, what would be an entry point ?
Thanks
Carlo

Upvote 9

Read Answer Asked by Carlo on June 03, 2024

• Topicus.com Inc. (TOI $96.93)
  • $96.93 P/E (TTM): 287.59X Cap: $11.93B
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• Lumine Group Inc. (LMN $23.57)
  • $23.57 P/E (TTM): 83.58X Cap: $5.54B
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Q: Your thoughts as to why these software companies are up on a day when others are all down?

Thx

Upvote 13

Read Answer Asked by blake on June 01, 2024

• Dell Technologies Inc. Class C (DELL $188.54)
  • $188.54 P/E (TTM): 23.21X Cap: $114.81B
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• Vertiv Holdings LLC Class A (VRT $298.75)
  • $298.75 P/E (TTM): 86.54X Cap: $112.90B
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Q: A bit of a rough day for VRT. Is this related to Dell earnings?

Upvote 6

Read Answer Asked by William on June 01, 2024

• Vertiv Holdings LLC Class A (VRT $298.75)
  • $298.75 P/E (TTM): 86.54X Cap: $112.90B
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Q: Any reason for the drop in VRT today? I haven't seen any news that would account for this.

Upvote 4

Read Answer Asked by Valerie on June 01, 2024

• Adobe Inc. (ADBE $238.55)
  • $238.55 P/E (TTM): 13.13X Cap: $91.08B
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Q: I am a long term investor at break even point on Adobe. Fundamentals look good to me but momentum is terrible. Earnings come out June 13. Would you sell with a view to possibly buying back later or ride it out?

Upvote 3

Read Answer Asked by Andrew on May 31, 2024

• Open Text Corporation (OTEX $30.40)
  • $30.40 P/E (TTM): 12.47X Cap: $7.22B
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Q: OpenText has had a rough ride over the last few months. Any insight as to what is driving this? Any thoughts as to if this might be a buying opportunity?

Upvote 3

Read Answer Asked by Ken on May 31, 2024

• Adobe Inc. (ADBE $238.55)
  • $238.55 P/E (TTM): 13.13X Cap: $91.08B
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Q: Hi there,

Why did Adbe drop so much yesterday? I saw another comment that it’s related to CRM reporting but is there something seriously wrong with Adbe or is this drop overblown and it’s an opportunity to add for 1-3 year period?

Thanks!

Upvote 3

Read Answer Asked by Robert on May 31, 2024

• Kinaxis Inc. (KXS $140.01)
  • $140.01 P/E (TTM): 40.22X Cap: $3.70B
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Q: would you have any idea what is going on with this company,I cannot find any bad news but it is down a whole bunch today.It seems to go down when the market is up and up ( a little ) when the market is down
Tks.

Upvote 8

Read Answer Asked by Allen on May 31, 2024

• Descartes Systems Group Inc. (The) (DSG $91.79)
  • $91.79 P/E (TTM): 37.98X Cap: $7.51B
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• Enghouse Systems Limited (ENGH $16.96)
  • $16.96 P/E (TTM): 12.41X Cap: $899M
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• Kinaxis Inc. (KXS $140.01)
  • $140.01 P/E (TTM): 40.22X Cap: $3.70B
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• TECSYS Inc. (TCS $31.68)
  • $31.68 P/E (TTM): 83.03X Cap: $437M
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Q: Hold all four in growth oriented TFSA for several years now. How much overlap do you see among them? How would you rank them first (best) to last? Are any need to own? If reducing number of these four holdings, which ones would you trim or eliminate? Any that could be increased as position size of each is less than 1.5% of total of all portfolios?

Upvote 7

Read Answer Asked by William Ross on May 31, 2024

• CrowdStrike Holdings Inc. (CRWD $400.86)
  • $400.86 Cap: $96.12B
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Q: What is going on with CrowdStrike today? Buying opportunity or hold off?
Thanks

Upvote 6

Read Answer Asked by Neil on May 31, 2024

• Okta Inc. (OKTA $65.22)
  • $65.22 P/E (TTM): 49.16X Cap: $11.13B
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Q: Hi 5i
How were the latest earnings....and how do you view them going forward,.....Shares price down 5% today...would this present an opportunity to increase a small position ---2 year time frame.

Thx

Upvote 3

Read Answer Asked by jim on May 31, 2024

• Salesforce Inc. (CRM $172.55)
  • $172.55 P/E (TTM): 21.15X Cap: $152.25B
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• Okta Inc. (OKTA $65.22)
  • $65.22 P/E (TTM): 49.16X Cap: $11.13B
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Q: Why it is failing today?

Thanks,
Milan

Upvote 2

Read Answer Asked by Milan on May 31, 2024

• NVIDIA Corporation (NVDA $188.28)
  • $188.28 P/E (TTM): 38.5X Cap: $4.58T
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Q: Good Morning,
Is the .10 cent per share dividend payable by NVDA based on the current share count or the share count after the split?
Thank you

Upvote 5

Read Answer Asked by Kevin on May 30, 2024

• Adobe Inc. (ADBE $238.55)
  • $238.55 P/E (TTM): 13.13X Cap: $91.08B
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• Intuit Inc. (INTU $368.80)
  • $368.80 P/E (TTM): 22.83X Cap: $97.05B
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• Salesforce Inc. (CRM $172.55)
  • $172.55 P/E (TTM): 21.15X Cap: $152.25B
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• Descartes Systems Group Inc. (The) (DSG $91.79)
  • $91.79 P/E (TTM): 37.98X Cap: $7.51B
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• ServiceNow Inc. (NOW $88.50)
  • $88.50 P/E (TTM): 49.64X Cap: $86B
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Q: Why the big drop,earnings appear good??I

Upvote 5

Read Answer Asked by terry on May 30, 2024

• UiPath Inc. Class A (PATH $10.07)
  • $10.07 P/E (TTM): 18.04X Cap: $4.91B
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Q: Can you explain reaction to Q results - is it the sudden termination of CEO or Q results (which looked OK) or guidance. Overaction or justified market reaction? thanks John

Upvote 1

Read Answer Asked by John on May 30, 2024

• Everpure Inc. Class A (PSTG $62.36)
  • $62.36 P/E (TTM): 114.98X Cap: $20.13B
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Q: Can I have your thoughts on earnings and long term prospects? Thank-you.

Upvote 3

Read Answer Asked by Alex on May 30, 2024

• GLOBAL X FDS (BOTZ $35.83)
  • $35.83 P/E (TTM): 57.87X Cap: $3.20B
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• GLOBAL X FDS (AIQ $50.36)
  • $50.36 P/E (TTM): 24.73X Cap: $7.70B
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Q: Is there an AI ETF that you would recommend that holds software or other sectors that would benefit when AI is fully implemented. Either in CDN or USA market


Thanks for the great service.

Upvote 4

Read Answer Asked by Hector on May 30, 2024