Investment Q&A

• Arista Networks Inc. (ANET $134.65)
  • $134.65 P/E (TTM): 52.56X Cap: $169.56B
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Q: Is it valid to compare networks as being the "roadway infrastructure" in technology? How much of a moat does ANET have?

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Read Answer Asked by Mike on August 29, 2023

• Lumine Group Inc. (LMN $29.11)
  • $29.11 P/E (TTM): 106.16X Cap: $7.47B
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Q: My BMO account shows my Lumine Group stock in US dollars with the ticker LMGIF.US. Is my assumption that this is considered a Canadian company for tax purposes correct? Thank you!

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Read Answer Asked by Tracey on August 29, 2023

• CrowdStrike Holdings Inc. (CRWD $539.81)
  • $539.81 Cap: $135.46B
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Q: Hi,
Do you still feel CRWD may have upside potential given today's downgrade by Morgan Stanley? With earnings coming up on Aug 30th, would you continue to hold even with a negative profit in a non taxable account? In a taxable account, this decision might be easier - ! Looking forward to your insight - thanks!
Dawn

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Read Answer Asked by Dawn on August 28, 2023

• Wishpond Technologies Ltd. (WISH $0.10)
  • $0.10 Cap: $5M
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Q: Please comment Wishpond shares 2Q financials. Thanks

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Read Answer Asked by kwokwai on August 28, 2023

• Enghouse Systems Limited (ENGH $20.98)
  • $20.98 P/E (TTM): 15.14X Cap: $1.15B
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Q: Enghouse Systems has been continuously going lower in the past 3 years. Please advise what should a long terms holder do ? Do you anticipate any hope of revivals in the near future ? Thank you. Bill.

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Read Answer Asked by Bill on August 28, 2023

• NVIDIA Corporation (NVDA $188.15)
  • $188.15 P/E (TTM): 53.58X Cap: $4.57T
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Q: Could you comment more on NVDA's valuation? Do you have any thoughts about at what level its PE might end up stabalizing in the long run?

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Read Answer Asked by Martin on August 28, 2023

• Alphabet Inc. (GOOG $279.70)
  • $279.70 P/E (TTM): 28.17X Cap: $3.36T
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• Microsoft Corporation (MSFT $496.82)
  • $496.82 P/E (TTM): 35.36X Cap: $3.69T
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• NVIDIA Corporation (NVDA $188.15)
  • $188.15 P/E (TTM): 53.58X Cap: $4.57T
  • View NVDA Profile
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• GLOBAL X FDS (BOTZ $36.00)
  • $36.00 P/E (TTM): 65.81X Cap: $3.07B
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• Super Micro Computer Inc. (SMCI $39.76)
  • $39.76 P/E (TTM): 24.01X Cap: $23.62B
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• iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
  • P/E (TTM): 35.8X Cap: $661M
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• Vertiv Holdings LLC Class A (VRT $179.80)
  • $179.80 P/E (TTM): 69.06X Cap: $68.65B
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• ARK Autonomous Technology & Robotics ETF (ARKQ $113.25)
  • $113.25 P/E (TTM): 60.39X Cap: $1.39B
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Q: In my previous question, I asked for recommendation for a few AI-related stocks. Your response to my question included a link to a page that contains individual AI-related stocks. I clicked on it, but the link didn't work because of an invalid url.

Would you please either provide the names in your reply or send me another link with a valid url.

Cheers,
H

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Read Answer Asked by Harry on August 28, 2023

• BlackBerry Limited (BB $6.39)
  • $6.39 Cap: $3.77B
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Q: assuming veritas is serious about
buying blackberry, what would you
suggest might be a fair price.
thank you

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Read Answer Asked by howard on August 28, 2023

• GLOBAL X FDS (BOTZ $36.00)
  • $36.00 P/E (TTM): 65.81X Cap: $3.07B
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• iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
  • P/E (TTM): 35.8X Cap: $661M
  • View IRBO Profile
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• ARK Autonomous Technology & Robotics ETF (ARKQ $113.25)
  • $113.25 P/E (TTM): 60.39X Cap: $1.39B
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Q: Morning 5iTeam,

Would you please recommend 2 or 3 stocks and ETFs to hitch a ride on the AI wagon.

Thanks,
H

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Read Answer Asked by Harry on August 28, 2023

• Alphabet Inc. (GOOG $279.70)
  • $279.70 P/E (TTM): 28.17X Cap: $3.36T
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• Salesforce Inc. (CRM $239.88)
  • $239.88 P/E (TTM): 34.78X Cap: $228.36B
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Q: Salesforce or Google as a new buy today. What's your recommendation.

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Read Answer Asked by Cameron on August 28, 2023

• NVIDIA Corporation (NVDA $188.15)
  • $188.15 P/E (TTM): 53.58X Cap: $4.57T
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Q: Good morning, would it be too late to get on the Nvidia bandwagon for a 2 to 3 year hold, thanks?

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Read Answer Asked by Pat on August 24, 2023

• Alphabet Inc. (GOOG $279.70)
  • $279.70 P/E (TTM): 28.17X Cap: $3.36T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $496.82)
  • $496.82 P/E (TTM): 35.36X Cap: $3.69T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $188.15)
  • $188.15 P/E (TTM): 53.58X Cap: $4.57T
  • View NVDA Profile
  • View Questions on NVDA
• Super Micro Computer Inc. (SMCI $39.76)
  • $39.76 P/E (TTM): 24.01X Cap: $23.62B
  • View SMCI Profile
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• Vertiv Holdings LLC Class A (VRT $179.80)
  • $179.80 P/E (TTM): 69.06X Cap: $68.65B
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Q: If you wanted to take a position in a stock in the AI phenomenon what would be your top 5 picks. Could please indicate the reasons for your choices.

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Read Answer Asked by shirley on August 24, 2023

• Canadian Solar Inc. (CSIQ $28.47)
  • $28.47 Cap: $1.90B
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Q: What do you think of their results? Do you expect their Chinese affiliations will hurt them?

Thanks

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Read Answer Asked by Peter on August 23, 2023

• Alphabet Inc. (GOOG $279.70)
  • $279.70 P/E (TTM): 28.17X Cap: $3.36T
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• Pure Storage Inc. Class A (PSTG $90.07)
  • $90.07 P/E (TTM): 221.64X Cap: $29.60B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $18.37)
  • $18.37 Cap: $2.52B
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Q: Following your answer to Dan about LSPD risks and potential, you say that there is a better place for capital in tech. What would be your top picks to replace LSPD? Thanks

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Read Answer Asked by Gilles on August 23, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $18.37)
  • $18.37 Cap: $2.52B
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Q: What, in your opinion, is your outlook for Lightspeed over the next three years? What level of risk would it be in conservative portfolio from 1-10. One being low risk.
Thanks as always.

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Read Answer Asked by Dan on August 23, 2023

• Twilio Inc. Class A (TWLO $127.68)
  • $127.68 P/E (TTM): 326.87X Cap: $19.35B
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Q: Hi. What's your opinion regarding starting a position Twilio? thx. J

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Read Answer Asked by John on August 22, 2023

• Amazon.com Inc. (AMZN $244.41)
  • $244.41 P/E (TTM): 34.33X Cap: $2.61T
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• Costco Wholesale Corporation (COST $922.74)
  • $922.74 P/E (TTM): 66.3X Cap: $408.93B
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• Alphabet Inc. (GOOG $279.70)
  • $279.70 P/E (TTM): 28.17X Cap: $3.36T
  • View GOOG Profile
  • View Questions on GOOG
• Visa Inc. (V $336.02)
  • $336.02 P/E (TTM): 32.91X Cap: $612.14B
  • View V Profile
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• Constellation Software Inc. (CSU $3,385.76)
  • $3,385.76 P/E (TTM): 82.71X Cap: $71.74B
  • View CSU Profile
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• SPDR S&P 500 ETF Trust (SPY $670.97)
  • $670.97 P/E (TTM): 27.29X Cap: $681.99B
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• INVESCO QQQ Trust (QQQ $609.74)
  • $609.74 P/E (TTM): 36.04X Cap: $398.06B
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• Brookfield Corporation Class A Limited Voting Shares (BN $64.28)
  • $64.28 P/E (TTM): 106.96X Cap: $144.21B
  • View BN Profile
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Q: Hi Team,
For an 18 year old who just opened their TFSA and starting with $6500, what stocks or ETFs (CDN and/or US) would you start with? There are no trading fees so there is no worry to buy 10 names if that is the best way forward.
Thanks

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Read Answer Asked by Marco on August 22, 2023

• Constellation Software Inc. (CSU $3,385.76)
  • $3,385.76 P/E (TTM): 82.71X Cap: $71.74B
  • View CSU Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.22)
  • $214.22 P/E (TTM): 88.32X Cap: $278.76B
  • View SHOP Profile
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• Topicus.com Inc. (TOI $128.76)
  • $128.76 P/E (TTM): 60.29X Cap: $10.76B
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Q: CSU never dropped to the extent of these stocks in 2022. Why might that be?

Thx

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Read Answer Asked by blake on August 22, 2023

• NVIDIA Corporation (NVDA $188.15)
  • $188.15 P/E (TTM): 53.58X Cap: $4.57T
  • View NVDA Profile
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Q: I know you like NVIDEA but curious on how you would handle (trading strategy?) all the hype heading into their earnings release on Wednesday?

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Read Answer Asked by Marty on August 22, 2023

• Constellation Software Inc. (CSU $3,385.76)
  • $3,385.76 P/E (TTM): 82.71X Cap: $71.74B
  • View CSU Profile
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Q: Could you explain what warrants are, why are they issued and how they help the company/ and or shareholders? I
I don't have any debentures so I gather from a previous question we don't do anything about them.
Thanks
Jeff

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Read Answer Asked by JEFF on August 22, 2023