Investment Q&A

• State Street Health Care Select Sector SPDR ETF (XLV $158.12)
  • $158.12 P/E (TTM): 24.15X Cap: $40.55B
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• State Street Technology Select Sector SPDR ETF (XLK $144.24)
  • $144.24 P/E (TTM): 40.05X Cap: $93.92B
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $122.92)
  • $122.92 P/E (TTM): 34.29X Cap: $25.09B
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• State Street Communication Services Select Sector SPDR ETF (XLC $117.48)
  • $117.48 P/E (TTM): 15.42X Cap: $27.09B
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Q: Which sector will perform the best in 2024 ? Based on this answer , which fund should be purchased among the ones mentioned (or a fund representing another sector not mentioned in my question) ?

Upvote 4

Read Answer Asked by georges on January 19, 2024

• Diodes Incorporated (DIOD $54.92)
  • $54.92 P/E (TTM): 39.74X Cap: $2.49B
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Q: How is this company doing? Has your opinion changed since 2019? Is it a buy hold or sell in your opinion.

Thank you

Steve

Upvote 1

Read Answer Asked by Steve on January 19, 2024

• NVIDIA Corporation (NVDA $185.04)
  • $185.04 P/E (TTM): 46.46X Cap: $4.59T
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• Cadence Design Systems Inc. (CDNS $318.80)
  • $318.80 P/E (TTM): 81.3X Cap: $87.25B
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• Synopsys Inc. (SNPS $514.49)
  • $514.49 P/E (TTM): 69.83X Cap: $99.42B
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Q: May I have your thoughts on SNPS and their acquisition of ANSYS? Since some shares are being issued to finance the purchase should I wait to see if the stock declines before taking the plunge? The market seems to like the purchase as SNPS's shares went up instead of declining when the deal was announced. The stock price was fairly steady until 2016 when it began a steep climb up, what changed? Or was it us, the buyers, whose attitude to their business changed? Is their business model very similar to NVDA or in a different niche?
Any thoughts you have would be appreciated.
Regards,
Jim

Upvote 6

Read Answer Asked by James on January 18, 2024

• Nutanix Inc. (NTNX $53.11)
  • $53.11 P/E (TTM): 68.51X Cap: $13.67B
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Q: Could you comment on why you like NTNX? Is it likely to be proffitable soon? How does it manage to compete in the cloud computing sphere against Google, Microsoft (if those are its competitors)?
Thanks.

Upvote 2

Read Answer Asked by Martin on January 18, 2024

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.00)
  • $17.00 Cap: $2.31B
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Q: What do you think about using the 20 DMA to determine a bid to start a new position? I don't have the time nor access to the data required to do a thorough analysis. Any other suggestions?

Thank you

Upvote 4

Read Answer Asked by Richard on January 18, 2024

• Constellation Software Inc. (CSU $3,311.96)
  • $3,311.96 P/E (TTM): 75.25X Cap: $70.18B
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• Topicus.com Inc. (TOI $126.71)
  • $126.71 P/E (TTM): 1050.37X Cap: $10.50B
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• Lumine Group Inc. (LMN $26.10)
  • $26.10 P/E (TTM): 103.13X Cap: $6.73B
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Q: Everyone, I have held CSU since $110, bought LMN in September of 2023 and do not own any TOI (yet). Specifically, discussing the three names only in my overall group of stocks, my plan is to own 50% in CSU and 25% of each LMN and TOI. Any comments on the strategy. Clayton

Upvote 17

Read Answer Asked by Clayton on January 18, 2024

Q: PREDICTION : The next big rage after AI will be
Quantum Computing.

Upvote 5

Read Answer Asked by Derek on January 18, 2024

• Nextpower Inc. (NXT $89.22)
  • $89.22 P/E (TTM): 23.77X Cap: $13.23B
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Q: What differentiates NXT from other recent IPO’s such as ARRY or FTCI to make NXT a top solar investment idea for 2024?

Upvote 3

Read Answer Asked by Greg on January 17, 2024

• Constellation Software Inc. (CSU $3,311.96)
  • $3,311.96 P/E (TTM): 75.25X Cap: $70.18B
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• Lumine Group Inc. (LMN $26.10)
  • $26.10 P/E (TTM): 103.13X Cap: $6.73B
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Q: Any idea why CSU and LMN have gone to the moon in the very recent past? I know CSU has a stellar history and story, but really.... Sure CSU fundamentals are great, but it is behaving like NVDA has in the past.

Upvote 16

Read Answer Asked by Bob on January 17, 2024

• Constellation Software Inc. (CSU $3,311.96)
  • $3,311.96 P/E (TTM): 75.25X Cap: $70.18B
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Q: I have read most of the recent Q&A on CSU, TOI AND LMN. I understand that they operate in different jurisdictions, have like minded management teams and are majority controlled by CSU. What I don’t understand is why the market loves CSU and LMN and doesn’t have that same love forTOI. What am I missing? Also, what is the probability that the recent run up in LMN stock price mimics the early run that TOI had, and then drops back and stays lower for several years.

Thanks

Greg

Upvote 19

Read Answer Asked by Greg on January 17, 2024

• Open Text Corporation (OTEX $44.98)
  • $44.98 P/E (TTM): 16.94X Cap: $11.25B
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• Evertz Technologies Limited (ET $13.79)
  • $13.79 P/E (TTM): 16.41X Cap: $1.02B
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Q: Greetings, I am thinking of selling ET and adding to OTEX to consolidate holdings in Canadian technology. How would you compare these companies in terms of their future runway for growth and current valuation? Do you think this is a wise move, or would you sell them both? Thank you.

Upvote 5

Read Answer Asked by Barbara on January 17, 2024

• Adobe Inc. (ADBE $339.04)
  • $339.04 P/E (TTM): 20.23X Cap: $141.92B
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• Intuit Inc. (INTU $652.75)
  • $652.75 P/E (TTM): 44.72X Cap: $181.72B
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• Kinaxis Inc. (KXS $175.48)
  • $175.48 P/E (TTM): 101.03X Cap: $4.77B
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• SPS Commerce Inc. (SPSC $93.25)
  • $93.25 P/E (TTM): 41.02X Cap: $3.49B
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Q: Could you please describe SPSC’s business model, competitive advantages or weaknesses? What are the key factors that would support a long term investment in SPSC? Would you be confident in their earnings forecast? Could SPSC be a takeover candidate?

Upvote 2

Read Answer Asked by Greg on January 16, 2024

• Lumine Group Inc. (LMN $26.10)
  • $26.10 P/E (TTM): 103.13X Cap: $6.73B
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Q: Hi 5i Team,

I noticed that Lumine group was halted for a brief time this morning but did not see any news released. Any insights on why the halt?

Thanks!

Upvote 6

Read Answer Asked by Marc on January 16, 2024

• Kraken Robotics Inc. (PNG $7.96)
  • $7.96 P/E (TTM): 118.33X Cap: $2.25B
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Q: Png had 2.4 mil shares change hands the other day, also there has been positive contracts recently and share price is rising. How would you evaluate the risk vs opportunity at this point ?

Upvote 2

Read Answer Asked by Harry on January 16, 2024

• Intuitive Surgical Inc. (ISRG $585.08)
  • $585.08 P/E (TTM): 78.24X Cap: $207.40B
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• NVIDIA Corporation (NVDA $185.04)
  • $185.04 P/E (TTM): 46.46X Cap: $4.59T
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• GLOBAL X FDS (BOTZ $37.73)
  • $37.73 P/E (TTM): 61.6X Cap: $3.33B
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• PTC Inc. (PTC $173.57)
  • $173.57 P/E (TTM): 28.78X Cap: $20.85B
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• Dynatrace Inc. (DT $42.79)
  • $42.79 P/E (TTM): 25.67X Cap: $13.21B
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• UiPath Inc. Class A (PATH $16.88)
  • $16.88 P/E (TTM): 41.26X Cap: $9.53B
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Q: Robotics were a big part of the latest CES show in Las Vegas.

I would like to know what your best investment ideas to play this secular trend. I believe with the increased cost of labour this trend will only accelerate.
I am looking for your best stocks or ETF ideas to put in an RRSP to profit from this assumption.

Thanks for all your ideas and insights.

Upvote 5

Read Answer Asked by Thomas on January 16, 2024

• Cerence Inc. (CRNC $12.62)
  • $12.62 Cap: $553M
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Q: Do you think long term investors will eventually be rewarded? Their software is installed in 54% of cars coming off assembly lines worldwide, have announced some big partnerships since beginning of December, are expanding into the fitness industry, yet share price really hasn’t moved.
Thanks for your insight.

Upvote 2

Read Answer Asked by Curtis on January 16, 2024

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.00)
  • $17.00 Cap: $2.31B
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Q: I purchased LSPD at its high of $100.00, now it is down to $25.00. I am 60 yrs old, don’t need the money. Should I sell it and move on, or wait for it to rebound somewhat. If I sold it what would be a good replacement. It is in my TFSA!
I need some advice!
Thank you.

Upvote 8

Read Answer Asked by Shirley on January 16, 2024

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Does this company appear to have any of the attributes of a LMN, TOI, or CSU? Do you foresee CTS copying their strategy of not offering further shares. Is it a good investment for a 5 year hold? Thanks

Upvote 7

Read Answer Asked by Stephen on January 16, 2024

• Nutanix Inc. (NTNX $53.11)
  • $53.11 P/E (TTM): 68.51X Cap: $13.67B
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• Super Micro Computer Inc. (SMCI $29.90)
  • $29.90 P/E (TTM): 23.63X Cap: $17.84B
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• Crocs Inc. (CROX $86.57)
  • $86.57 P/E (TTM): 29.02X Cap: $4.49B
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• Axon Enterprise Inc. (AXON $612.98)
  • $612.98 P/E (TTM): 198.68X Cap: $48.37B
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• Vertiv Holdings LLC Class A (VRT $160.78)
  • $160.78 P/E (TTM): 66.02X Cap: $61.47B
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• Celsius Holdings Inc. (CELH $51.28)
  • $51.28 P/E (TTM): 442.64X Cap: $13.21B
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• Nextpower Inc. (NXT $89.22)
  • $89.22 P/E (TTM): 23.77X Cap: $13.23B
  • View NXT Profile
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Q: Hi team,

In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.

Could you provide a list of aggressive US growth stocks ?

Gratefully,

Jacques IDS

Upvote 11

Read Answer Asked by Jacques on January 15, 2024

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: I try and invest in companies that have the potential to become long-term compounders and then hang on tight for many years. TIXT has pooped the bed, but going forward, do you think that TIXT is likely to become a long-term compounder? Is this the vision of their management?

Thanks.

Upvote 6

Read Answer Asked by Joel on January 15, 2024