Investment Q&A

• Adobe Inc. (ADBE $353.80)
  • $353.80 P/E (TTM): 21.12X Cap: $148.10B
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• Amazon.com Inc. (AMZN $232.52)
  • $232.52 P/E (TTM): 32.84X Cap: $2.48T
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• Costco Wholesale Corporation (COST $873.35)
  • $873.35 P/E (TTM): 62.7X Cap: $387.65B
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• Meta Platforms Inc. (META $663.29)
  • $663.29 P/E (TTM): 29.56X Cap: $1.67T
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• Alphabet Inc. (GOOG $314.96)
  • $314.96 P/E (TTM): 31.16X Cap: $3.78T
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• Intuitive Surgical Inc. (ISRG $577.81)
  • $577.81 P/E (TTM): 76.24X Cap: $204.83B
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• Microsoft Corporation (MSFT $487.71)
  • $487.71 P/E (TTM): 34.71X Cap: $3.62T
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• QUALCOMM Incorporated (QCOM $174.81)
  • $174.81 P/E (TTM): 34.88X Cap: $187.22B
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• Constellation Software Inc. (CSU $3,316.17)
  • $3,316.17 P/E (TTM): 77.12X Cap: $70.27B
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• Kinaxis Inc. (KXS $175.27)
  • $175.27 P/E (TTM): 105.84X Cap: $4.91B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $116.69)
  • $116.69 P/E (TTM): 48.82X Cap: $13.45B
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Q: What stocks would you suggest for a TFSA of about $70k for a 30 y.o. with a 10-15 year time frame?
Thank you.

Upvote 0

Read Answer Asked by A on June 21, 2023

• Arista Networks Inc. (ANET $131.84)
  • $131.84 P/E (TTM): 49.59X Cap: $166.02B
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• Super Micro Computer Inc. (SMCI $30.64)
  • $30.64 P/E (TTM): 24.06X Cap: $18.29B
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• Coherent Corp. (COHR $191.72)
  • $191.72 P/E (TTM): 269.54X Cap: $35.93B
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• Fabrinet (FN $478.32)
  • $478.32 P/E (TTM): 49.61X Cap: $17.25B
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• Credo Technology Group Holding Ltd (CRDO $144.83)
  • $144.83 P/E (TTM): 129.47X Cap: $26.16B
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Q: Looking for "early winners" in "picks and shovels" for AI. Please rank among listed [FN COHR CRDO ANET SMCI] or others at current prices with what you like most about potential

Upvote 0

Read Answer Asked by sam on June 21, 2023

• Topicus.com Inc. (TOI $126.52)
  • $126.52 P/E (TTM): 1061.6X Cap: $10.84B
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• Lumine Group Inc. (LMN $27.35)
  • $27.35 P/E (TTM): 105.18X Cap: $7.01B
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Q: Trying to decide between Topicus and Lumine for a long-term growth portfolio here.
I am digging into both, and finding that Lumine gets around a third of revenue from an acquisition they made called Wideorbit. Wideorbit gets almost all of its revenue from ad selling into radio stations, local TV and National TV networks.
I guess I am worried about how this business model can work long term (my teenagers never watch traditional TV or listen to radio, and cord cutting is quite prevalent apparently). Does this high percentage of revenue worry you in terms of Lumine going forward? Thanks

Upvote 0

Read Answer Asked by Michael on June 20, 2023

• Strategy Inc (MSTR $158.81)
  • $158.81 P/E (TTM): 14.52X Cap: $45.63B
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Q: Good day everyone
Your thoughts on MicroStrategy Inc
Thanks.

Upvote 0

Read Answer Asked by George on June 19, 2023

Q: SYM Have been following this and the latest move indicates perhaps a meger/take over. Do they report next week and what are your feelings towards this stock
Thanks and look forward to your response.
Rick

Upvote 0

Read Answer Asked by Rick on June 16, 2023

• Palantir Technologies Inc. (PLTR $188.71)
  • $188.71 P/E (TTM): 462.31X Cap: $449.77B
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Q: Why is Palantir consistently one of the most heavily traded stocks on the NYSE?

Upvote 0

Read Answer Asked by Charles on June 16, 2023

• Microsoft Corporation (MSFT $487.71)
  • $487.71 P/E (TTM): 34.71X Cap: $3.62T
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Q: I have held MSFT for a long time and recently sold a covered call - which is now making me nervous. How much more upside do you see for MSFT in, say the next year or so?? Thanks Jim

Upvote 0

Read Answer Asked by jim on June 16, 2023

• NVIDIA Corporation (NVDA $190.53)
  • $190.53 P/E (TTM): 47.28X Cap: $4.62T
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Q: Was some of the spike in NVDA recently due to short covering? If so, can you specify the total short positions (and %) before the recent run up and what the short positions (and %) is now?

Upvote 0

Read Answer Asked by Mike on June 15, 2023

• Apple Inc. (AAPL $273.40)
  • $273.40 P/E (TTM): 36.7X Cap: $4.03T
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• Costco Wholesale Corporation (COST $873.35)
  • $873.35 P/E (TTM): 62.7X Cap: $387.65B
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• Alphabet Inc. (GOOG $314.96)
  • $314.96 P/E (TTM): 31.16X Cap: $3.78T
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• Alphabet Inc. (GOOGL $313.51)
  • $313.51 P/E (TTM): 31.01X Cap: $3.78T
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• NVIDIA Corporation (NVDA $190.53)
  • $190.53 P/E (TTM): 47.28X Cap: $4.62T
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• Coca-Cola Company (The) (KO $69.87)
  • $69.87 P/E (TTM): 23.21X Cap: $300.55B
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• Walmart Inc. (WMT $111.74)
  • $111.74 Cap: $890.58B
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• Royal Bank of Canada (RY $233.85)
  • $233.85 P/E (TTM): 16.22X Cap: $327.43B
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• Toronto-Dominion Bank (The) (TD $129.16)
  • $129.16 P/E (TTM): 11.04X Cap: $220.50B
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• Constellation Software Inc. (CSU $3,316.17)
  • $3,316.17 P/E (TTM): 77.12X Cap: $70.27B
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• WSP Global Inc. (WSP $250.00)
  • $250.00 P/E (TTM): 37.39X Cap: $32.65B
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• Descartes Systems Group Inc. (The) (DSG $121.96)
  • $121.96 P/E (TTM): 52.73X Cap: $10.48B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $231.76)
  • $231.76 P/E (TTM): 148.55X Cap: $301.58B
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• Vanguard S&P 500 Index ETF (VFV $168.40)
  • $168.40 P/E (TTM): 26.41X Cap: $27.84B
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• INVESCO QQQ Trust (QQQ $623.89)
  • $623.89 P/E (TTM): 36.83X Cap: $412.07B
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• Topicus.com Inc. (TOI $126.52)
  • $126.52 P/E (TTM): 1061.6X Cap: $10.84B
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• Lumine Group Inc. (LMN $27.35)
  • $27.35 P/E (TTM): 105.18X Cap: $7.01B
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Q: Good morning 5i:
Next year I will be retiring, and currently I have the outlined stocks in my RRSP, I'm happy with all of them, I think I would like to sell some of them (or trim down, slowly -no rush) and buy stocks/etf that will provide resilience , some yield, and perhaps some growth , can you please provide me with some ideas, 3 or more , I was thinking BN, add more to VFV.
Please use as many credits as required.

THANK YOU for all your help.

Upvote 0

Read Answer Asked by Fernando on June 15, 2023

• Apple Inc. (AAPL $273.40)
  • $273.40 P/E (TTM): 36.7X Cap: $4.03T
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• Amazon.com Inc. (AMZN $232.52)
  • $232.52 P/E (TTM): 32.84X Cap: $2.48T
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• Costco Wholesale Corporation (COST $873.35)
  • $873.35 P/E (TTM): 62.7X Cap: $387.65B
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• Meta Platforms Inc. (META $663.29)
  • $663.29 P/E (TTM): 29.56X Cap: $1.67T
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• Alphabet Inc. (GOOG $314.96)
  • $314.96 P/E (TTM): 31.16X Cap: $3.78T
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• Microsoft Corporation (MSFT $487.71)
  • $487.71 P/E (TTM): 34.71X Cap: $3.62T
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• CVS Health Corporation (CVS $79.61)
  • $79.61 P/E (TTM): 208.21X Cap: $101.05B
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• The Walt Disney Company (DIS $113.56)
  • $113.56 P/E (TTM): 16.71X Cap: $202.73B
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Q: I have held disney now for 2 and half years and i have been in the red since can you please advice me if i sell it what would be a good replacement for it in my rrsp. And the same goes for cvs it has put me in the red as well is there a better replacement for this that pay a good yield as well. Thank you for all the support

Upvote 0

Read Answer Asked by wilson on June 15, 2023

• Samsara Inc. Class A (IOT $36.48)
  • $36.48 Cap: $22.13B
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Q: Is this a good time to buy IOT/Samsara?

Thanks!

Upvote 0

Read Answer Asked by Austin on June 14, 2023

• Kinaxis Inc. (KXS $175.27)
  • $175.27 P/E (TTM): 105.84X Cap: $4.91B
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• Open Text Corporation (OTEX $45.57)
  • $45.57 P/E (TTM): 17.43X Cap: $11.48B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $231.76)
  • $231.76 P/E (TTM): 148.55X Cap: $301.58B
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• Atrium Mortgage Investment Corporation (AI $11.67)
  • $11.67 P/E (TTM): 11.25X Cap: $556M
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Q: Further to my question of the other day, are there any AI stocks based in Canada?

Upvote 0

Read Answer Asked by Shirley on June 14, 2023

• Constellation Software Inc. (CSU $3,316.17)
  • $3,316.17 P/E (TTM): 77.12X Cap: $70.27B
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• Descartes Systems Group Inc. (The) (DSG $121.96)
  • $121.96 P/E (TTM): 52.73X Cap: $10.48B
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• Enghouse Systems Limited (ENGH $20.48)
  • $20.48 P/E (TTM): 15.4X Cap: $1.12B
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• Topicus.com Inc. (TOI $126.52)
  • $126.52 P/E (TTM): 1061.6X Cap: $10.84B
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• Lumine Group Inc. (LMN $27.35)
  • $27.35 P/E (TTM): 105.18X Cap: $7.01B
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Q: hi, can you summarize ENGH earnings compared to expectations, and what are your current thoughts on the stock as a long term hold (im a long term holder of it).
cheers, chris

Upvote 0

Read Answer Asked by chris on June 14, 2023

• Apple Inc. (AAPL $273.40)
  • $273.40 P/E (TTM): 36.7X Cap: $4.03T
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• QUALCOMM Incorporated (QCOM $174.81)
  • $174.81 P/E (TTM): 34.88X Cap: $187.22B
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Q: Is there any particular reason for QCOM’s sudden momentum over the past few weeks. I didn’t think its business was specifically in the AI chips. Just wondering if it’s just rallying with the the general rise in the AI-related space. Thanks

Upvote 0

Read Answer Asked by Robert on June 14, 2023

• Kinaxis Inc. (KXS $175.27)
  • $175.27 P/E (TTM): 105.84X Cap: $4.91B
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• Open Text Corporation (OTEX $45.57)
  • $45.57 P/E (TTM): 17.43X Cap: $11.48B
  • View OTEX Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $231.76)
  • $231.76 P/E (TTM): 148.55X Cap: $301.58B
  • View SHOP Profile
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  • View Reports on SHOP
• iShares Canadian Growth Index ETF (XCG $67.11)
  • $67.11 P/E (TTM): 31.41X Cap: $154M
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $63.36)
  • $63.36 P/E (TTM): 19.95X Cap: $4.27B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $81.16)
  • $81.16 P/E (TTM): 54.66X Cap: $746M
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Q: What Canadian companies whose share price could benefit from the AI phenomenon do you know of ?

Please provide some colour to each , such as % of sales, specific AI capabilities etc.

Are there any CDN ETF’s , other than ARKK:CA that you would recommend ? This would be for my TFSA where I put my riskier investments.
Thanks. Derek

Upvote 0

Read Answer Asked by Derek on June 13, 2023

• Toronto-Dominion Bank (The) (TD $129.16)
  • $129.16 P/E (TTM): 11.04X Cap: $220.50B
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• Stantec Inc. (STN $130.88)
  • $130.88 P/E (TTM): 30.8X Cap: $14.92B
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• BRP Inc. Subordinate Voting Shares (DOO $99.01)
  • $99.01 Cap: $7.26B
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• Alimentation Couche-Tard Inc. (ATD $74.04)
  • $74.04 P/E (TTM): 19.67X Cap: $68.54B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $36.25)
  • $36.25 P/E (TTM): 20.6X Cap: $852M
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• EQB Inc. (EQB $103.81)
  • $103.81 P/E (TTM): 15.66X Cap: $3.90B
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• State Street Financial Select Sector SPDR ETF (XLF $55.62)
  • $55.62 P/E (TTM): 16.66X Cap: $54.02B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $116.69)
  • $116.69 P/E (TTM): 48.82X Cap: $13.45B
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $122.05)
  • $122.05 P/E (TTM): 34.29X Cap: $24.61B
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• State Street Industrial Select Sector SPDR ETF (XLI $157.21)
  • $157.21 P/E (TTM): 26.35X Cap: $25.80B
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Q: I'm heavily weighted, the Qs / semis, can you name some alternatives to balance my portfolio please?

Upvote 1

Read Answer Asked by Mark on June 13, 2023

• Amazon.com Inc. (AMZN $232.52)
  • $232.52 P/E (TTM): 32.84X Cap: $2.48T
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• NVIDIA Corporation (NVDA $190.53)
  • $190.53 P/E (TTM): 47.28X Cap: $4.62T
  • View NVDA Profile
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• Advanced Micro Devices Inc. (AMD $214.99)
  • $214.99 P/E (TTM): 106.88X Cap: $350.01B
  • View AMD Profile
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• Pure Storage Inc. Class A (PSTG $69.28)
  • $69.28 P/E (TTM): 171.77X Cap: $22.87B
  • View PSTG Profile
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• Super Micro Computer Inc. (SMCI $30.64)
  • $30.64 P/E (TTM): 24.06X Cap: $18.29B
  • View SMCI Profile
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• Armor Minerals Inc. (A $0.45)
  • $0.45 Cap: $34M
  • View A Profile
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• Perion Network Ltd (PERI $9.77)
  • $9.77 Cap: $445M
  • View PERI Profile
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• C3.ai Inc. Class A (AI $13.99)
  • $13.99 Cap: $1.96B
  • View AI Profile
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Q: Have some cash in US $ registered account dedicated to Tech. In TOTAL Portfolio (CDN & US), we currently own NVDA (8.4%) CSU (7.3%) SHOP (4.7%) GOOG (4.5%), QCOM (4%) MSFT (3.7%), CRWD (2.5%) META (2%) TOI (1.6%)
Have some US $ available, considering : PERI, PSTG, ADOBE, AMZN, SMCI, AI, AMD. Of these, which 2 or 3 would you add to the Tech portfolio (if any) and what would you see as a reasonable purchase price.
Also, given the current/foreseeable environment, at what point would you consider trimming NVDA & CSU ? Please use as many question credits as needed. Many thanks.

Upvote 0

Read Answer Asked by Alexandra on June 13, 2023

• Apple Inc. (AAPL $273.40)
  • $273.40 P/E (TTM): 36.7X Cap: $4.03T
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• Amazon.com Inc. (AMZN $232.52)
  • $232.52 P/E (TTM): 32.84X Cap: $2.48T
  • View AMZN Profile
  • View Questions on AMZN
• Costco Wholesale Corporation (COST $873.35)
  • $873.35 P/E (TTM): 62.7X Cap: $387.65B
  • View COST Profile
  • View Questions on COST
• Microsoft Corporation (MSFT $487.71)
  • $487.71 P/E (TTM): 34.71X Cap: $3.62T
  • View MSFT Profile
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• The Walt Disney Company (DIS $113.56)
  • $113.56 P/E (TTM): 16.71X Cap: $202.73B
  • View DIS Profile
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Q: I own Disney which has shown not to be a good investment. My plan is to sell it at a loss. Would you please recommend a few companies in USA which would give me upside.

Upvote 0

Read Answer Asked by Donna on June 13, 2023

• Topicus.com Inc. (TOI $126.52)
  • $126.52 P/E (TTM): 1061.6X Cap: $10.84B
  • View TOI Profile
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Q: Hi Folks,

With a 3.5 B market cap do you see Topicus moving from the venture to the TSX soon?

Are you aware of any filings?

Thanks for all you do!

Cheers

Upvote 0

Read Answer Asked by Wes on June 13, 2023

• Mitek Systems Inc. (MITK $10.54)
  • $10.54 P/E (TTM): 55.59X Cap: $482M
  • View MITK Profile
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Q: I realize this stock has been disappointing but I continue to believe there is good long term growth in this industry. Would you suggest patience with this name or can you recommend a more compelling stock in the same industry?
Thanks

Upvote 0

Read Answer Asked by Curtis on June 13, 2023