Investment Q&A

• Amazon.com Inc. (AMZN $217.14)
  • $217.14 P/E (TTM): 31.43X Cap: $2.38T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.92)
  • $203.92 P/E (TTM): 78.69X Cap: $267.23B
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Q: What is your opinion of Shopify as a worthwhile investment? Quite a drop in price over the last year from $180 to $48. What did they do wrong or is it a tech market pricing issue? Are they well managed - is their future positive? Recently watched Brian Madden of First Avenue on BNN he was very positive on this company.
Thanks
Reg

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Read Answer Asked by Reg on December 20, 2022

• Dye & Durham Limited (DND $2.71)
  • $2.71 Cap: $182M
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Q: DND is up 16% currently. After its repurchase of shares do you anticipate the share price will drop back to 11.50 or will it sustain its gain.

Not trying to ask you to be a fortune teller but just share your experience with what has happened to other company share prices in this instance.


want to know if I should take advantage of this jump in price.

Sheldon

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Read Answer Asked by Sheldon on December 19, 2022

• Dye & Durham Limited (DND $2.71)
  • $2.71 Cap: $182M
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Q: Can you confirm my valuation is correct? DND is on track to generate +$150M in free cash flow this year and if I had the money I could buy the whole company for $797 M? The big concern is the billion $ is debt? Thanks

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Read Answer Asked by Shanelle on December 19, 2022

• Cadence Design Systems Inc. (CDNS $302.14)
  • $302.14 P/E (TTM): 78.35X Cap: $83.50B
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Q: CDNS is relatively unscathed, very unusual for a tech stock in this market. What is about this stock that has allowed it to maintain its valuation?

Thanks for all you do
Leo

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Read Answer Asked by Leo on December 19, 2022

• Enghouse Systems Limited (ENGH $19.80)
  • $19.80 P/E (TTM): 14.44X Cap: $1.09B
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Q: Hi there,

I saw ENGH put up some good numbers today. In your opinion do you think ENGH has turned up here and has room to run?

Thanks!

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Read Answer Asked by Michael on December 19, 2022

• Kinaxis Inc. (KXS $171.71)
  • $171.71 P/E (TTM): 100.39X Cap: $4.81B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.92)
  • $203.92 P/E (TTM): 78.69X Cap: $267.23B
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Q: Hi, if I were to sell SYZ for a tax loss, would you replace it with SHOP or KXS ? Or simply buy back SYZ. Who do you like for a long term hold. I also have CSU.
Thanks, Merry Xmas, looking forward to 2023

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Read Answer Asked by Brad on December 19, 2022

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: I noticed their share buyback program was with subordinate voting shares. Does this help the common share holder.

Thanks Steve

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Read Answer Asked by Steve on December 16, 2022

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Would you consider yesterday's news as significant. If so, is it a good time to buy, possibly with a January bounce.

Thanks Steve

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Read Answer Asked by Steve on December 16, 2022

• Salesforce Inc. (CRM $225.37)
  • $225.37 P/E (TTM): 33.94X Cap: $214.55B
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• MongoDB Inc. (MDB $329.09)
  • $329.09 Cap: $26.77B
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• Snowflake Inc. (SNOW $244.66)
  • $244.66 Cap: $85.70B
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Q: My question is about share compensation. My understanding is that, share compensation is recorded at fair market value at the time of issue. I wonder how many companies recorded higher costs for share compensation and lower GAAP profits, given last year's run up in valuations? Year over year the amounts seem out of whack for many companies.

Leo

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Read Answer Asked by Leo on December 16, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.92)
  • $203.92 P/E (TTM): 78.69X Cap: $267.23B
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Q: Hi Guys
What do you think of the management team spending like drunken Sailors on 250,000 square feet of office space in the knew splashy Welltower building in Toronto. Not only that, but when the stock was flying it exercised options to take on another 90,000 square feet.
Sounds like arrogant kids to me.
Thanks Gord

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Read Answer Asked by Gordon on December 16, 2022

• Workplace Technology Dividend Fund (WORK.UN $5.98)
  • $5.98 Cap: $36M
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Q: Can you provide your overview of Fundamentals for the Workplace Technology Dividend Fund. At current pricing level do you feel this is a relatively safe investment for Income and Growth over the next 2 to 3 years?

Thanks
Tim

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Read Answer Asked by Timothy on December 15, 2022

Q: Hello 5i
Could have your assessment of ACM Research please ?
Thank you
Dave

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Read Answer Asked by Dave on December 15, 2022

• Microsoft Corporation (MSFT $478.43)
  • $478.43 P/E (TTM): 35.12X Cap: $3.61T
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• Salesforce Inc. (CRM $225.37)
  • $225.37 P/E (TTM): 33.94X Cap: $214.55B
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• DocuSign Inc. (DOCU $64.01)
  • $64.01 P/E (TTM): 49.3X Cap: $12.87B
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Q: Was happy to see DOCU's small rebound and the relatively positive report you gave them in your answer to a previous question.

My question is whether they really have a moat with their product or whether it can be reproduced by a bigger player like Microsoft.

Your answer will help to decide whether it's better to sell during this rebound or hope for a return to the heights it once enjoyed.

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Read Answer Asked by Kevin on December 15, 2022

• Dye & Durham Limited (DND $2.71)
  • $2.71 Cap: $182M
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Q: The Globe and Mail has an interesting piece on DND. Apparently the CEO has received share grants of over 9,000,000 shares in the last 3 years. These have a current market value of over $100,000,000. The market cap of the company is only $900,000,000. I see red flags, but Mr. Proud sees a parade. What do you think?

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Read Answer Asked by Michael on December 14, 2022

• Booking Holdings Inc. (BKNG $4,583.10)
  • $4,583.10 P/E (TTM): 31.16X Cap: $151.20B
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• Airbnb Inc. (ABNB $111.54)
  • $111.54 P/E (TTM): 27.55X Cap: $68.65B
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Q: What do you think of abnb right now?

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Read Answer Asked by Mike on December 14, 2022

• DocuSign Inc. (DOCU $64.01)
  • $64.01 P/E (TTM): 49.3X Cap: $12.87B
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Q: Good afternoon, could you comment on DOCUs last earnings? What are your thoughts about the company? There some things to like for sure if you feel it's turning the corner.

thx, Mark

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Read Answer Asked by Mark on December 14, 2022

• Twilio Inc. Class A (TWLO $118.88)
  • $118.88 P/E (TTM): 309.44X Cap: $18.21B
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• NovoCure Limited (NVCR $11.46)
  • $11.46 Cap: $1.28B
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Q: I know these companies are in different sectors but we one do you prefer between TWLO and NVCR for the next 5 years

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Read Answer Asked by Nick on December 14, 2022

• Fobi AI Inc. (FOBI $0.04)
  • $0.04 Cap: $8M
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Q: I have a position in FOBI and am down quite a bit. I understand small caps are under a lot of pressure currently. Is there a worry that this company could go bankrupt? With a longer term outlook would you continue to hold it ?

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Read Answer Asked by Ken on December 14, 2022

• NVIDIA Corporation (NVDA $180.64)
  • $180.64 P/E (TTM): 51.67X Cap: $4.53T
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• Advanced Micro Devices Inc. (AMD $206.02)
  • $206.02 P/E (TTM): 114.46X Cap: $363.94B
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Q: Interested in AMD and NDA . Do you think it likely that the October lows will hold for these and which would you prefer now? Thanks Jim

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Read Answer Asked by jim on December 13, 2022

• Broadcom Inc. (AVGO $346.82)
  • $346.82 P/E (TTM): 86.86X Cap: $1.67T
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• NVIDIA Corporation (NVDA $180.64)
  • $180.64 P/E (TTM): 51.67X Cap: $4.53T
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• QUALCOMM Incorporated (QCOM $159.59)
  • $159.59 P/E (TTM): 32.95X Cap: $177.90B
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• Advanced Micro Devices Inc. (AMD $206.02)
  • $206.02 P/E (TTM): 114.46X Cap: $363.94B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $277.50)
  • $277.50 P/E (TTM): 39.18X Cap: $1.43T
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Q: What would be your preferences in semi-conductor companies?
Thanks Lorraine

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Read Answer Asked by Lorraine on December 13, 2022