Investment Q&A

• Ballard Power Systems Inc. (BLDP $3.30)
  • $3.30 Cap: $993M
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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 $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
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• Topicus.com Inc. (TOI $90.84)
  • $90.84 P/E (TTM): 312.2X Cap: $11.81B
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• Lumine Group Inc. (LMN $21.34)
  • $21.34 P/E (TTM): 90.16X Cap: $5.47B
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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 $21.97)
  • $21.97 P/E (TTM): 15.87X Cap: $13.15B
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• Perion Network Ltd (PERI $9.82)
  • $9.82 Cap: $404M
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• Sprout Social Inc (SPT $5.53)
  • $5.53 Cap: $329M
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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 $120.77)
  • $120.77 P/E (TTM): 49.41X Cap: $151.75B
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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 $21.34)
  • $21.34 P/E (TTM): 90.16X Cap: $5.47B
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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 $369.58)
  • $369.58 Cap: $93.73B
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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 $0.20)
  • $0.20 Cap: $10M
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Q: Please comment Wishpond shares 2Q financials. Thanks

Upvote 0

Read Answer Asked by kwokwai on August 28, 2023

• Enghouse Systems Limited (ENGH $16.01)
  • $16.01 P/E (TTM): 12.32X Cap: $872M
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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 $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
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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 $273.76)
  • $273.76 P/E (TTM): 27.66X Cap: $3.31T
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• Microsoft Corporation (MSFT $356.77)
  • $356.77 P/E (TTM): 23.95X Cap: $2.64T
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• NVIDIA Corporation (NVDA $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
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• GLOBAL X FDS (BOTZ $32.46)
  • $32.46 P/E (TTM): 57.87X Cap: $2.93B
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• Super Micro Computer Inc. (SMCI $21.97)
  • $21.97 P/E (TTM): 15.87X Cap: $13.15B
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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 $251.07)
  • $251.07 P/E (TTM): 75.07X Cap: $96.05B
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• ARK Autonomous Technology & Robotics ETF (ARKQ $110.22)
  • $110.22 P/E (TTM): 54.8X Cap: $1.93B
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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

Upvote 0

Read Answer Asked by Harry on August 28, 2023

• BlackBerry Limited (BB $4.38)
  • $4.38 Cap: $2.58B
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Q: assuming veritas is serious about
buying blackberry, what would you
suggest might be a fair price.
thank you

Upvote 0

Read Answer Asked by Howard on August 28, 2023

• GLOBAL X FDS (BOTZ $32.46)
  • $32.46 P/E (TTM): 57.87X Cap: $2.93B
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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 $110.22)
  • $110.22 P/E (TTM): 54.8X Cap: $1.93B
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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

Upvote 0

Read Answer Asked by Harry on August 28, 2023

• Alphabet Inc. (GOOG $273.76)
  • $273.76 P/E (TTM): 27.66X Cap: $3.31T
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• Salesforce Inc. (CRM $179.31)
  • $179.31 P/E (TTM): 25.02X Cap: $165.50B
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Q: Salesforce or Google as a new buy today. What's your recommendation.

Upvote 0

Read Answer Asked by Cameron on August 28, 2023

• NVIDIA Corporation (NVDA $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
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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 $273.76)
  • $273.76 P/E (TTM): 27.66X Cap: $3.31T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $356.77)
  • $356.77 P/E (TTM): 23.95X Cap: $2.64T
  • View MSFT Profile
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• NVIDIA Corporation (NVDA $167.52)
  • $167.52 P/E (TTM): 35.84X Cap: $4.07T
  • View NVDA Profile
  • View Questions on NVDA
• Super Micro Computer Inc. (SMCI $21.97)
  • $21.97 P/E (TTM): 15.87X Cap: $13.15B
  • View SMCI Profile
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• Vertiv Holdings LLC Class A (VRT $251.07)
  • $251.07 P/E (TTM): 75.07X Cap: $96.05B
  • View VRT Profile
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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 $13.45)
  • $13.45 Cap: $900M
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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 $273.76)
  • $273.76 P/E (TTM): 27.66X Cap: $3.31T
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• Everpure Inc. Class A (PSTG $58.98)
  • $58.98 P/E (TTM): 165.28X Cap: $19.48B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $11.85)
  • $11.85 Cap: $1.62B
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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

Upvote 0

Read Answer Asked by Gilles on August 23, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $11.85)
  • $11.85 Cap: $1.62B
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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 $119.99)
  • $119.99 P/E (TTM): 635.45X Cap: $18.18B
  • View TWLO Profile
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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 $199.34)
  • $199.34 P/E (TTM): 29.31X Cap: $2.13T
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• Costco Wholesale Corporation (COST $983.86)
  • $983.86 P/E (TTM): 67.11X Cap: $436.49B
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• Alphabet Inc. (GOOG $273.76)
  • $273.76 P/E (TTM): 27.66X Cap: $3.31T
  • View GOOG Profile
  • View Questions on GOOG
• Visa Inc. (V $295.52)
  • $295.52 P/E (TTM): 28.59X Cap: $566.21B
  • View V Profile
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• Constellation Software Inc. (CSU $2,358.89)
  • $2,358.89 P/E (TTM): 77.07X Cap: $49.98B
  • View CSU Profile
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  • View Reports on CSU
• State Street SPDR S&P 500 ETF Trust (SPY $634.09)
  • $634.09 P/E (TTM): 26.17X Cap: $627.67B
  • View SPY Profile
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• INVESCO QQQ Trust (QQQ $562.58)
  • $562.58 P/E (TTM): 33.2X Cap: $364.83B
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• Brookfield Corporation Class A Limited Voting Shares (BN $54.17)
  • $54.17 P/E (TTM): 79.62X Cap: $121.18B
  • 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