Investment Q&A

• Docebo Inc. (DCBO $26.62)
  • $26.62 P/E (TTM): 14.58X Cap: $775M
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Q: What is your view of the earnings report. It didn't look that bad.

Peter

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Read Answer Asked by Peter on May 12, 2023

• PayPal Holdings Inc. (PYPL $44.01)
  • $44.01 P/E (TTM): 8.17X Cap: $40.51B
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Q: You thoughts on earnings. Was the reaction overdone?

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Read Answer Asked by Theodore on May 11, 2023

• Airbnb Inc. (ABNB $128.52)
  • $128.52 P/E (TTM): 32.45X Cap: $79.61B
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Q: Hi Team,
Thoughts on abnb quarterly results? Weak guidance killing stocks seems to be the theme again this quarter with earnings releases. Should I continue to hold this name? Thanks

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Read Answer Asked by Shane on May 11, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: What am I missing? Is this a headline reaction to a very small EPS miss? Please give me your analysis.

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Read Answer Asked by Geoffrey on May 10, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: Is this a buying opportunity after the sell off today?

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Read Answer Asked by Gary on May 10, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: Hello

I would like to know your thoughts on NVEI's earnings please.
Thank You

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Read Answer Asked by Herm on May 10, 2023

• BlackBerry Limited (BB $4.43)
  • $4.43 Cap: $2.61B
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Q: What is your thoughts on BB is now a good time to buy in.
Jim.

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Read Answer Asked by James on May 10, 2023

• Palantir Technologies Inc. (PLTR $150.68)
  • $150.68 P/E (TTM): 247.11X Cap: $360.22B
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Q: Hi, Could you please comment on PLTR earnings. Thank you

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Read Answer Asked by francis on May 10, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Gentlemen; Earnings were out after the market closed on Tuesday. Can I have your opinion on the results. At first glance they look very good to me. The stock appears to have priced in some very bad news!

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Read Answer Asked by Ronald on May 09, 2023

• Amazon.com Inc. (AMZN $205.37)
  • $205.37 P/E (TTM): 29.12X Cap: $2.20T
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• Alphabet Inc. (GOOG $298.79)
  • $298.79 P/E (TTM): 28.28X Cap: $3.64T
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• Microsoft Corporation (MSFT $381.87)
  • $381.87 P/E (TTM): 24.33X Cap: $2.83T
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• International Business Machines Corporation (IBM $241.77)
  • $241.77 P/E (TTM): 22.45X Cap: $226.78B
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• Oracle Corporation (ORCL $149.68)
  • $149.68 P/E (TTM): 29.23X Cap: $430.48B
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Q: Can I have your comments on IBM as both a source of dependable income and moderate growth.

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Read Answer Asked by Larry on May 09, 2023

• Rivian Automotive Inc. (RIVN $14.91)
  • $14.91 Cap: $18.50B
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Q: What are your thoughts on longterm prospects for RIVN share price. Ugly cash flow right now, but debt not that high at the moment. Their trucks are very highly related and if they could only ramp up production, I think they could sell lots of them. The demand seems to be there. However they need to be able to weather their finances for a long enough duration to get them to the point where their supply can reach demand. I assume they can do this, but was hoping you could point out the risks and reasons why not. It could good (albeit with some risk) time to get into RIVN if one believes in the longterm success of their product? ie. lots of potential upside

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Read Answer Asked by Jason on May 09, 2023

• Topicus.com Inc. (TOI $97.51)
  • $97.51 P/E (TTM): 304.53X Cap: $13.02B
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• TELUS International (Cda) Inc. Subordinate (TIXT)
  • Cap: $1.20B
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Q: I am currently down about 25% on Telus International. Would you support selling Telus International and purchasing Topicus?

Thanks for the great support.

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Read Answer Asked by Lynda on May 09, 2023

• Perion Network Ltd (PERI $9.63)
  • $9.63 Cap: $353M
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Q: Hi Peter and team,

Can I get your thoughts on the latest results from PERI? Does the long term outlook continue to look bright as a long term investment?

Thanks for great service,
Angelo

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Read Answer Asked by Angelo on May 09, 2023

• Open Text Corporation (OTEX $30.95)
  • $30.95 P/E (TTM): 13.41X Cap: $7.75B
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Q: Hi There,

Please comment on earnings report today and whether it’s a buy around todays price.

Thanks!

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Read Answer Asked by Robert on May 09, 2023

• Topicus.com Inc. (TOI $97.51)
  • $97.51 P/E (TTM): 304.53X Cap: $13.02B
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Q: Hello Peter,
Any idea why Topicus is not moving the needle much on the upside given the decent results? The number of shares traded is quite low as well. Any comments would be appreciated. Thanks very much

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Read Answer Asked by umedali on May 09, 2023

• Open Text Corporation (OTEX $30.95)
  • $30.95 P/E (TTM): 13.41X Cap: $7.75B
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Q: The market sure seemed to like the recent earnings, do you more upside?

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Read Answer Asked by Jim on May 08, 2023

• Celestica Inc. (CLS $369.27)
  • $369.27 P/E (TTM): 40.08X Cap: $42.45B
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Q: Is CLS a buy at this level?

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Read Answer Asked by Jim on May 08, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: I Believe Nuvei reports before the bell on Wed., can we have the numbers and what your thoughts about the company are over the next 2-3 years.

Thanks

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Read Answer Asked by Greg on May 08, 2023

• Lumine Group Inc. (LMN $23.97)
  • $23.97 P/E (TTM): 92.86X Cap: $6.15B
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Q: Hi,

Who is Blacksheep Inv Fund and does having more than 10% of the subordinate voting shares in Lumine any cause for concern?

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Read Answer Asked by Kelly on May 08, 2023

• ASGN Incorporated (ASGN $36.08)
  • $36.08 P/E (TTM): 13.55X Cap: $1.49B
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Q: Hi 5i,
What is your take on ASGN for the next 12 months ?
Hold/Buy/Sell ?
thanks

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Read Answer Asked by Fernando on May 08, 2023