Investment Q&A

• Super Micro Computer Inc. (SMCI $34.38)
  • $34.38 P/E (TTM): 26.58X Cap: $18.41B
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• Perion Network Ltd (PERI $8.64)
  • $8.64 Cap: $384M
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• Sprout Social Inc (SPT $8.00)
  • $8.00 Cap: $467M
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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

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Read Answer Asked by Bradley on August 29, 2023

• Arista Networks Inc. (ANET $137.49)
  • $137.49 P/E (TTM): 49.35X Cap: $162.03B
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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 $20.00)
  • $20.00 P/E (TTM): 77.81X Cap: $5.18B
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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 $395.50)
  • $395.50 Cap: $95.08B
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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 $0.13)
  • $0.13 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

• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $977M
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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 $185.41)
  • $185.41 P/E (TTM): 43.22X Cap: $4.17T
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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 $323.10)
  • $323.10 P/E (TTM): 32.91X Cap: $3.99T
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• Microsoft Corporation (MSFT $401.14)
  • $401.14 P/E (TTM): 29.46X Cap: $2.92T
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• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 43.22X Cap: $4.17T
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• GLOBAL X FDS (BOTZ $37.48)
  • $37.48 P/E (TTM): 61.6X Cap: $3.22B
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• Super Micro Computer Inc. (SMCI $34.38)
  • $34.38 P/E (TTM): 26.58X Cap: $18.41B
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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 $195.58)
  • $195.58 P/E (TTM): 68.89X Cap: $67.95B
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• ARK Autonomous Technology & Robotics ETF (ARKQ $122.81)
  • $122.81 P/E (TTM): 55.55X Cap: $1.61B
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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 $4.74)
  • $4.74 Cap: $2.73B
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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 $37.48)
  • $37.48 P/E (TTM): 61.6X Cap: $3.22B
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• iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
  • P/E (TTM): 35.8X Cap: $661M
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• ARK Autonomous Technology & Robotics ETF (ARKQ $122.81)
  • $122.81 P/E (TTM): 55.55X Cap: $1.61B
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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 $323.10)
  • $323.10 P/E (TTM): 32.91X Cap: $3.99T
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• Salesforce Inc. (CRM $191.35)
  • $191.35 P/E (TTM): 26.63X Cap: $178B
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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 $185.41)
  • $185.41 P/E (TTM): 43.22X Cap: $4.17T
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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?

Upvote 0

Read Answer Asked by Pat on August 24, 2023

• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.91X Cap: $3.99T
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• Microsoft Corporation (MSFT $401.14)
  • $401.14 P/E (TTM): 29.46X Cap: $2.92T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 43.22X Cap: $4.17T
  • View NVDA Profile
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• Super Micro Computer Inc. (SMCI $34.38)
  • $34.38 P/E (TTM): 26.58X Cap: $18.41B
  • View SMCI Profile
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• Vertiv Holdings LLC Class A (VRT $195.58)
  • $195.58 P/E (TTM): 68.89X Cap: $67.95B
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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.

Upvote 1

Read Answer Asked by shirley on August 24, 2023

• Canadian Solar Inc. (CSIQ $19.89)
  • $19.89 Cap: $1.28B
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Q: What do you think of their results? Do you expect their Chinese affiliations will hurt them?

Thanks

Upvote 0

Read Answer Asked by Peter on August 23, 2023

• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.91X Cap: $3.99T
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• Pure Storage Inc. Class A (PSTG $70.99)
  • $70.99 P/E (TTM): 172.49X Cap: $21.22B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.65)
  • $12.65 Cap: $1.73B
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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 $12.65)
  • $12.65 Cap: $1.73B
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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.

Upvote 0

Read Answer Asked by Dan on August 23, 2023

• Twilio Inc. Class A (TWLO $115.02)
  • $115.02 P/E (TTM): 286.79X Cap: $16.53B
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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 $210.32)
  • $210.32 P/E (TTM): 32.91X Cap: $2.38T
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• Costco Wholesale Corporation (COST $1,001.16)
  • $1,001.16 P/E (TTM): 70.23X Cap: $439.11B
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• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.91X Cap: $3.99T
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• Visa Inc. (V $331.58)
  • $331.58 P/E (TTM): 32.35X Cap: $630.61B
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• Constellation Software Inc. (CSU $2,434.02)
  • $2,434.02 P/E (TTM): 56.8X Cap: $52.49B
  • View CSU Profile
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• State Street SPDR S&P 500 ETF Trust (SPY $690.62)
  • $690.62 P/E (TTM): 26.17X Cap: $694.54B
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• INVESCO QQQ Trust (QQQ $609.65)
  • $609.65 P/E (TTM): 30.22X Cap: $395.47B
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• Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
  • $61.71 P/E (TTM): 90.08X Cap: $136.22B
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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

Upvote 0

Read Answer Asked by Marco on August 22, 2023

• Constellation Software Inc. (CSU $2,434.02)
  • $2,434.02 P/E (TTM): 56.8X Cap: $52.49B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
  • $153.06 P/E (TTM): 84.06X Cap: $198.32B
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• Topicus.com Inc. (TOI $94.72)
  • $94.72 P/E (TTM): 833.17X Cap: $8.05B
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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 $185.41)
  • $185.41 P/E (TTM): 43.22X Cap: $4.17T
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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