Investment Q&A

• Veeva Systems Inc. Class A (VEEV $240.29)
  • $240.29 P/E (TTM): 46.84X Cap: $39.49B
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• Pure Storage Inc. Class A (PSTG $88.96)
  • $88.96 P/E (TTM): 211.81X Cap: $29.23B
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• CrowdStrike Holdings Inc. (CRWD $509.16)
  • $509.16 Cap: $127.77B
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Q: Please share your thoughts on their earnings. Thank you.

Upvote 0

Read Answer Asked by Larry M. on September 01, 2023

• CrowdStrike Holdings Inc. (CRWD $509.16)
  • $509.16 Cap: $127.77B
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Q: Could you comment on CRWD's latest quarter results? They must be good, the stock is up 9% today. Thank you

Upvote 0

Read Answer Asked by Gervais on September 01, 2023

• Constellation Software Inc. (CSU $3,382.25)
  • $3,382.25 P/E (TTM): 76.8X Cap: $71.67B
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Q: Hello,

I just received in my brokerage account - WTS-CONSTELLATION 31MAR40, I know it is something to do with a warrant, but, I am not sure what it gives me or what it allows me to do, any ideas ?

Upvote 0

Read Answer Asked by Robbie on September 01, 2023

• Lyft Inc. (LYFT $21.03)
  • $21.03 P/E (TTM): 55.34X Cap: $8.39B
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• Uber Technologies Inc. (UBER $87.54)
  • $87.54 P/E (TTM): 14.91X Cap: $181.89B
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• DoorDash Inc. (DASH $198.37)
  • $198.37 P/E (TTM): 99.68X Cap: $85.49B
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Q: It seems the outlook for Uber is changing positively. Although I don't think it can be placed in the same rarefied space as GOOG, AMZN etc in the technology space, do you see it as getting to occupy the same space in the next 5 to 7 years (my time frame before drawing down).
Please briefly give your bull case and bear case for this tech co

Upvote 0

Read Answer Asked by Harry on August 31, 2023

• Amazon.com Inc. (AMZN $233.22)
  • $233.22 P/E (TTM): 32.94X Cap: $2.49T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.22)
  • $223.22 P/E (TTM): 89.47X Cap: $290.47B
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Q: SHOP and AMZN announced 'buy with prime' will now be available on SHOP. How big a deal is this? What will it allow customers to do that they couldn't do before? Was SHOP losing sales before?

Upvote 0

Read Answer Asked on August 31, 2023

• Topicus.com Inc. (TOI $131.57)
  • $131.57 P/E (TTM): 1065.55X Cap: $10.64B
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• Lumine Group Inc. (LMN $31.30)
  • $31.30 P/E (TTM): 117.54X Cap: $8.03B
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Q: What is your preference going forward with these 2 stocks. Can you also give your reasons. I appreciate your insights.
Thanks Stephen

Upvote 0

Read Answer Asked by Stephen on August 31, 2023

• MercadoLibre Inc. (MELI $2,071.78)
  • $2,071.78 P/E (TTM): 50.57X Cap: $105.03B
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• Global-E Online Ltd. (GLBE $40.42)
  • $40.42 Cap: $6.83B
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Q: Would you consider these similar companies? Do you see them both as having a good shot of multi-year high growth? What level of risk with these?

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Read Answer Asked by Kel on August 30, 2023

• MKS Inc. (MKSI $156.39)
  • $156.39 P/E (TTM): 37.87X Cap: $10.50B
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• Amkor Technology Inc. (AMKR $36.39)
  • $36.39 P/E (TTM): 29.11X Cap: $8.63B
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Q: What is your latest assessment of MKSI? Good prospects going forward? Undervalued? Better use of funds elsewhere?

Thank you.

Upvote 0

Read Answer Asked by WAYNE on August 30, 2023

• Tesla Inc. (TSLA $430.17)
  • $430.17 P/E (TTM): 286.78X Cap: $1.43T
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• Global X Lithium & Battery Tech ETF (LIT $63.46)
  • $63.46 P/E (TTM): 0.98X Cap: $1.40B
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• BYD Co - Class H (BYDDF $12.57)
  • $12.57 Cap: $68.08B
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• QuantumScape Corporation Class A (QS $12.22)
  • $12.22 Cap: $7.34B
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• FREYR Battery Inc. (FREY)
  • Cap: $226M
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• Microvast Holdings Inc. (MVST $3.52)
  • $3.52 Cap: $1.13B
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Q: Do you have any stocks you can recommend in the battery space? I'm seeing lots of hype about solid state batteries and other battery chemistries. With the electrification of everything, battery tech is going to continue to evolve and demand seems to be massive.
Looking for both startups and established businesses.

Thanks

Jim

Upvote 0

Read Answer Asked by Jim on August 29, 2023

• Marvell Technology Inc. (MRVL $89.40)
  • $89.40 Cap: $77.07B
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Q: Please comment on latest Q & guidance.Is it buyable here & what is good entry point? Txs for U usual great services & views

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Read Answer Asked by Peter on August 29, 2023

• Docebo Inc. (DCBO $29.32)
  • $29.32 P/E (TTM): 27.89X Cap: $842M
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Q: What’s your thoughts on this stock now since it’s had a big upward move in the last 2 weeks and do you know what accounts for the pop?

Upvote 0

Read Answer Asked by David on August 29, 2023

• NVIDIA Corporation (NVDA $177.00)
  • $177.00 P/E (TTM): 50.43X Cap: $4.30T
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• Super Micro Computer Inc. (SMCI $33.85)
  • $33.85 P/E (TTM): 26.65X Cap: $20.20B
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Q: Why is there such a valuation discrepancy between these two? SMCI requires NVDA chips to assemble their AI servers. NVDA growth seems to be being mirrored to a certain extent by SMCI, but the valuation gulf is huge. Aren't the two joined at the hip?

Upvote 0

Read Answer Asked by Michael on August 29, 2023

• Super Micro Computer Inc. (SMCI $33.85)
  • $33.85 P/E (TTM): 26.65X Cap: $20.20B
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• CrowdStrike Holdings Inc. (CRWD $509.16)
  • $509.16 Cap: $127.77B
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Q: If you had to choose between these two companies for investment purposes, which one would you select, keeping in mind capital appreciation? Thank you

Upvote 0

Read Answer Asked by Gervais on August 29, 2023

• Ballard Power Systems Inc. (BLDP $3.94)
  • $3.94 Cap: $1.18B
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Q: What is thoughts on Ballard power systems inc.
is this a good time buy in.
Jim

Upvote 1

Read Answer Asked by James on August 29, 2023

• Constellation Software Inc. (CSU $3,382.25)
  • $3,382.25 P/E (TTM): 76.8X Cap: $71.67B
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• Topicus.com Inc. (TOI $131.57)
  • $131.57 P/E (TTM): 1065.55X Cap: $10.64B
  • View TOI Profile
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• Lumine Group Inc. (LMN $31.30)
  • $31.30 P/E (TTM): 117.54X Cap: $8.03B
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Q: Everyone, I will need to allocate funds to: CSU or LMN or TOI. I am already overweight in CSU ( I have held the stock since $110) and LMN. My preference is still CSU and I am not afraid of being over - overweight in the best stock in Canada).
Your thoughts.

Upvote 0

Read Answer Asked by Clayton on August 29, 2023

• Super Micro Computer Inc. (SMCI $33.85)
  • $33.85 P/E (TTM): 26.65X Cap: $20.20B
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• Perion Network Ltd (PERI $10.22)
  • $10.22 Cap: $447M
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• Sprout Social Inc (SPT $9.97)
  • $9.97 Cap: $590M
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Q: Good afternoon,

If an investor has $10K to spend today, which of these three stocks might you have more confidence in buying to (hopefully) realize a significant share price increase during the next 18 months? A brief explanation would be appreciated. Thank you. Brad

Upvote 0

Read Answer Asked by Bradley on August 29, 2023

• Arista Networks Inc. (ANET $130.68)
  • $130.68 P/E (TTM): 49.56X Cap: $164.56B
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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?

Upvote 0

Read Answer Asked by Mike on August 29, 2023

• Lumine Group Inc. (LMN $31.30)
  • $31.30 P/E (TTM): 117.54X Cap: $8.03B
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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!

Upvote 0

Read Answer Asked by Tracey on August 29, 2023

• CrowdStrike Holdings Inc. (CRWD $509.16)
  • $509.16 Cap: $127.77B
  • View CRWD Profile
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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

Upvote 0

Read Answer Asked by Dawn on August 28, 2023

• Wishpond Technologies Ltd. (WISH $0.14)
  • $0.14 Cap: $7M
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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