Investment Q&A

• Adobe Inc. (ADBE $268.38)
  • $268.38 P/E (TTM): 17.06X Cap: $110.58B
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• 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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• Meta Platforms Inc. (META $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
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• Alphabet Inc. (GOOG $323.10)
  • $323.10 P/E (TTM): 32.91X Cap: $3.99T
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• Intuitive Surgical Inc. (ISRG $488.15)
  • $488.15 P/E (TTM): 63.21X Cap: $169.15B
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• Microsoft Corporation (MSFT $401.14)
  • $401.14 P/E (TTM): 29.46X Cap: $2.97T
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• QUALCOMM Incorporated (QCOM $137.34)
  • $137.34 P/E (TTM): 29.72X Cap: $146.54B
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• Constellation Software Inc. (CSU $2,434.02)
  • $2,434.02 P/E (TTM): 56.8X Cap: $52.49B
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• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 71.32X Cap: $3.57B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $112.56)
  • $112.56 P/E (TTM): 45.83X Cap: $12.99B
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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 $137.49)
  • $137.49 P/E (TTM): 49.35X Cap: $162.03B
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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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• Coherent Corp. (COHR $227.68)
  • $227.68 P/E (TTM): 297.18X Cap: $39.22B
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• Fabrinet (FN $503.99)
  • $503.99 P/E (TTM): 46.19X Cap: $15.15B
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• Credo Technology Group Holding Ltd (CRDO $111.40)
  • $111.40 P/E (TTM): 84.53X Cap: $20.12B
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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 $94.72)
  • $94.72 P/E (TTM): 833.17X Cap: $7.88B
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• Lumine Group Inc. (LMN $20.00)
  • $20.00 P/E (TTM): 77.81X Cap: $5.13B
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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 $134.93)
  • $134.93 P/E (TTM): 6.13X Cap: $38.77B
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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 $135.90)
  • $135.90 P/E (TTM): 309.55X Cap: $323.90B
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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 $401.14)
  • $401.14 P/E (TTM): 29.46X Cap: $2.97T
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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 $185.41)
  • $185.41 P/E (TTM): 43.22X Cap: $4.17T
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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 $278.12)
  • $278.12 P/E (TTM): 37.06X Cap: $4.05T
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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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• Alphabet Inc. (GOOGL $322.86)
  • $322.86 P/E (TTM): 32.88X Cap: $3.99T
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• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 43.22X Cap: $4.17T
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• Coca-Cola Company (The) (KO $79.03)
  • $79.03 P/E (TTM): 25.7X Cap: $337.71B
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• Walmart Inc. (WMT $131.18)
  • $131.18 Cap: $1.04T
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• Royal Bank of Canada (RY $232.72)
  • $232.72 P/E (TTM): 16.11X Cap: $325.85B
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• Toronto-Dominion Bank (The) (TD $131.99)
  • $131.99 P/E (TTM): 11.14X Cap: $225.33B
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• Constellation Software Inc. (CSU $2,434.02)
  • $2,434.02 P/E (TTM): 56.8X Cap: $52.49B
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• WSP Global Inc. (WSP $265.84)
  • $265.84 P/E (TTM): 40.16X Cap: $33.93B
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• Descartes Systems Group Inc. (The) (DSG $91.25)
  • $91.25 P/E (TTM): 38.9X Cap: $7.84B
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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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• Vanguard S&P 500 Index ETF (VFV $168.09)
  • $168.09 P/E (TTM): 26.01X Cap: $28.42B
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• INVESCO QQQ Trust (QQQ $609.65)
  • $609.65 P/E (TTM): 30.22X Cap: $403.83B
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• Topicus.com Inc. (TOI $94.72)
  • $94.72 P/E (TTM): 833.17X Cap: $7.88B
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• Lumine Group Inc. (LMN $20.00)
  • $20.00 P/E (TTM): 77.81X Cap: $5.13B
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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 $278.12)
  • $278.12 P/E (TTM): 37.06X Cap: $4.05T
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• 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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• Meta Platforms Inc. (META $661.46)
  • $661.46 P/E (TTM): 29.63X Cap: $1.67T
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• 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: $2.97T
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• CVS Health Corporation (CVS $78.35)
  • $78.35 P/E (TTM): 198.0X Cap: $96.89B
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• The Walt Disney Company (DIS $108.70)
  • $108.70 P/E (TTM): 15.63X Cap: $185.95B
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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 $25.42)
  • $25.42 Cap: $15.23B
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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 $127.42)
  • $127.42 P/E (TTM): 71.32X Cap: $3.57B
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• Open Text Corporation (OTEX $34.26)
  • $34.26 P/E (TTM): 12.08X Cap: $8.63B
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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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• Atrium Mortgage Investment Corporation (AI $11.72)
  • $11.72 P/E (TTM): 11.27X Cap: $558M
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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 $2,434.02)
  • $2,434.02 P/E (TTM): 56.8X Cap: $52.49B
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• Descartes Systems Group Inc. (The) (DSG $91.25)
  • $91.25 P/E (TTM): 38.9X Cap: $7.84B
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• Enghouse Systems Limited (ENGH $17.95)
  • $17.95 P/E (TTM): 13.37X Cap: $982M
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• Topicus.com Inc. (TOI $94.72)
  • $94.72 P/E (TTM): 833.17X Cap: $7.88B
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• Lumine Group Inc. (LMN $20.00)
  • $20.00 P/E (TTM): 77.81X Cap: $5.13B
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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 $278.12)
  • $278.12 P/E (TTM): 37.06X Cap: $4.05T
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• QUALCOMM Incorporated (QCOM $137.34)
  • $137.34 P/E (TTM): 29.72X Cap: $146.54B
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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 $127.42)
  • $127.42 P/E (TTM): 71.32X Cap: $3.57B
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• Open Text Corporation (OTEX $34.26)
  • $34.26 P/E (TTM): 12.08X Cap: $8.63B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
  • $153.06 P/E (TTM): 84.06X Cap: $198.32B
  • View SHOP Profile
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• iShares Canadian Growth Index ETF (XCG $65.96)
  • $65.96 P/E (TTM): 30.91X Cap: $155M
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.67)
  • $61.67 P/E (TTM): 30.32X Cap: $4.14B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $64.20)
  • $64.20 P/E (TTM): 57.34X Cap: $654M
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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 $131.99)
  • $131.99 P/E (TTM): 11.14X Cap: $225.33B
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• Stantec Inc. (STN $138.61)
  • $138.61 P/E (TTM): 32.42X Cap: $15.49B
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• BRP Inc. Subordinate Voting Shares (DOO $106.44)
  • $106.44 Cap: $7.68B
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• Alimentation Couche-Tard Inc. (ATD $78.74)
  • $78.74 P/E (TTM): 20.74X Cap: $72.27B
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• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $35.69)
  • $35.69 P/E (TTM): 20.26X Cap: $840M
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• EQB Inc. (EQB $114.32)
  • $114.32 P/E (TTM): 16.81X Cap: $4.29B
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• State Street Financial Select Sector SPDR ETF (XLF $54.26)
  • $54.26 P/E (TTM): 16.77X Cap: $56.13B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $112.56)
  • $112.56 P/E (TTM): 45.83X Cap: $12.99B
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• State Street Consumer Discretionary Select Sector SPDR ETF (XLY $117.99)
  • $117.99 P/E (TTM): 34.95X Cap: $23.25B
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• State Street Industrial Select Sector SPDR ETF (XLI $173.18)
  • $173.18 P/E (TTM): 26.42X Cap: $28.48B
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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 $210.32)
  • $210.32 P/E (TTM): 32.91X Cap: $2.38T
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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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• Advanced Micro Devices Inc. (AMD $208.44)
  • $208.44 P/E (TTM): 98.62X Cap: $339.34B
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• Pure Storage Inc. Class A (PSTG $70.99)
  • $70.99 P/E (TTM): 172.49X Cap: $21.22B
  • View PSTG Profile
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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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• Armor Minerals Inc. (A $0.45)
  • View A Profile
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• Perion Network Ltd (PERI $8.64)
  • $8.64 Cap: $384M
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• C3.ai Inc. Class A (AI $11.65)
  • $11.65 Cap: $1.63B
  • 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 $278.12)
  • $278.12 P/E (TTM): 37.06X Cap: $4.05T
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• Amazon.com Inc. (AMZN $210.32)
  • $210.32 P/E (TTM): 32.91X Cap: $2.38T
  • View AMZN Profile
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• Costco Wholesale Corporation (COST $1,001.16)
  • $1,001.16 P/E (TTM): 70.23X Cap: $439.11B
  • View COST Profile
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• Microsoft Corporation (MSFT $401.14)
  • $401.14 P/E (TTM): 29.46X Cap: $2.97T
  • View MSFT Profile
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• The Walt Disney Company (DIS $108.70)
  • $108.70 P/E (TTM): 15.63X Cap: $185.95B
  • 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 $94.72)
  • $94.72 P/E (TTM): 833.17X Cap: $7.88B
  • 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 $11.83)
  • $11.83 P/E (TTM): 52.39X Cap: $536M
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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