Investment Q&A

• Apple Inc. (AAPL $260.33)
  • $260.33 P/E (TTM): 35.17X Cap: $3.84T
  • View AAPL Profile
  • View Questions on AAPL
• NVIDIA Corporation (NVDA $189.11)
  • $189.11 P/E (TTM): 46.46X Cap: $4.59T
  • View NVDA Profile
  • View Questions on NVDA
• QUALCOMM Incorporated (QCOM $180.19)
  • $180.19 P/E (TTM): 36.42X Cap: $192.98B
  • View QCOM Profile
  • View Questions on QCOM
• Salesforce Inc. (CRM $266.12)
  • $266.12 P/E (TTM): 35.1X Cap: $249.35B
  • View CRM Profile
  • View Questions on CRM
• Advanced Micro Devices Inc. (AMD $210.02)
  • $210.02 P/E (TTM): 106.54X Cap: $341.92B
  • View AMD Profile
  • View Questions on AMD

Q: I have a large position n nvda and think I should try to pair it down but it is very difficult to find fault with it going fwd. qcom is in a reasonable position. My question what would u suggest to replace a portion of nvda should I decide to sell some. Thanks as always.0

Upvote 0

Read Answer Asked by Maureen on March 28, 2022

• Apple Inc. (AAPL $260.33)
  • $260.33 P/E (TTM): 35.17X Cap: $3.84T
  • View AAPL Profile
  • View Questions on AAPL
• Alphabet Inc. (GOOG $322.43)
  • $322.43 P/E (TTM): 31.05X Cap: $3.88T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $189.11)
  • $189.11 P/E (TTM): 46.46X Cap: $4.59T
  • View NVDA Profile
  • View Questions on NVDA
• Booking Holdings Inc. (BKNG $5,445.72)
  • $5,445.72 P/E (TTM): 34.84X Cap: $175.53B
  • View BKNG Profile
  • View Questions on BKNG
• Pure Storage Inc. Class A (PSTG $68.59)
  • $68.59 P/E (TTM): 177.0X Cap: $22.64B
  • View PSTG Profile
  • View Questions on PSTG
• DexCom Inc. (DXCM $70.10)
  • $70.10 P/E (TTM): 37.79X Cap: $27.34B
  • View DXCM Profile
  • View Questions on DXCM

Q: Based on current valuations, irregardless of sector weightings, what are your favourite top 5 US growth stocks for a 10 year timeline.

Thanks,
Greg.

Upvote 0

Read Answer Asked by Greg on March 28, 2022

• Mitek Systems Inc. (MITK $10.58)
  • $10.58 P/E (TTM): 54.26X Cap: $479M
  • View MITK Profile
  • View Questions on MITK

Q: After today's announcement (Mitek purchases HooYu) I am considering bringing my holding up to a full position. Could you speak to this acquisition, also update on the progress Mitek is making in market advantages and profitability? Is it a buy currently?

Upvote 0

Read Answer Asked by Harry on March 25, 2022

• Okta Inc. (OKTA $93.84)
  • $93.84 P/E (TTM): 88.59X Cap: $16.63B
  • View OKTA Profile
  • View Questions on OKTA

Q: What are your thoughts on buying OKTA? The recent hack seems like it could be a short term problem but Yahoo Finance shows their earning estimates dropping quite a lot over the last 90 days, which concerns me. Thanks.

Upvote 0

Read Answer Asked by RICHARD on March 25, 2022

• Kinaxis Inc. (KXS $170.15)
  • $170.15 P/E (TTM): 101.03X Cap: $4.77B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS
• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.79)
  • $16.79 Cap: $2.28B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• CrowdStrike Holdings Inc. (CRWD $478.91)
  • $478.91 Cap: $115.54B
  • View CRWD Profile
  • View Questions on CRWD
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • View NVEI Profile
  • View Questions on NVEI
• Topicus.com Inc. (TOI $127.13)
  • $127.13 P/E (TTM): 1050.37X Cap: $10.50B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Hi Peter and Staff
I believe you are still high on the above companies....looking at possible subtraction of 2 of them to consolidate a bit.

a) Are there any of the above that are not expected to be profitable in 2022?
b) How would you rank the six companies most compelling keep to first to drop if dropping any

Moderate risk tolerance
Thanks for all you do
Dennis

Upvote 0

Read Answer Asked by Dennis on March 25, 2022

• NVIDIA Corporation (NVDA $189.11)
  • $189.11 P/E (TTM): 46.46X Cap: $4.59T
  • View NVDA Profile
  • View Questions on NVDA
• Advanced Micro Devices Inc. (AMD $210.02)
  • $210.02 P/E (TTM): 106.54X Cap: $341.92B
  • View AMD Profile
  • View Questions on AMD

Q: INDIE Semiconductor seems to be in a relative "sweet spot" currently. How would you rate its future growth potential?

Upvote 0

Read Answer Asked by David on March 24, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.79)
  • $16.79 Cap: $2.28B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: The recent bullish move then subsequent pullback indicates that the price action is due to short covering.

Do you see another reason for the move?

Sheldon

Upvote 0

Read Answer Asked by Sheldon on March 24, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.79)
  • $16.79 Cap: $2.28B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Toast Inc. Class A (TOST $36.66)
  • $36.66 P/E (TTM): 80.8X Cap: $21.20B
  • View TOST Profile
  • View Questions on TOST

Q: How do these two compare in there offerings?

If you were to buy one which and why?

Thank You, Peter

Upvote 0

Read Answer Asked by Peter on March 24, 2022

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • View NVEI Profile
  • View Questions on NVEI
• Upstart Holdings Inc. (UPST $50.32)
  • $50.32 P/E (TTM): 211.17X Cap: $4.89B
  • View UPST Profile
  • View Questions on UPST

Q: I’m considering selling half of my UPST shares to buy NVEI. Do you think it’s a good idea? Please let me know your recommendation. Thanks.

Upvote 0

Read Answer Asked by Marc on March 24, 2022

• Adobe Inc. (ADBE $338.10)
  • $338.10 P/E (TTM): 20.11X Cap: $141.52B
  • View ADBE Profile
  • View Questions on ADBE
• Microsoft Corporation (MSFT $483.47)
  • $483.47 P/E (TTM): 34.03X Cap: $3.59T
  • View MSFT Profile
  • View Questions on MSFT
• Salesforce Inc. (CRM $266.12)
  • $266.12 P/E (TTM): 35.1X Cap: $249.35B
  • View CRM Profile
  • View Questions on CRM

Q: Hi Peter,

Thanks for great service.
Which one has more potential in the next five years and beyond and why?
Will be held in RRSP with 20+ horizon.

Best,
Matt

Upvote 0

Read Answer Asked by Matt on March 24, 2022

• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND

Q: Hi 5i,

Regarding previous answer to DND, if the LINK acquisition proceeds, what impact that might have on share price in short term? What is your take on the possibility of this acquisition going ahead?
Thanks!

Upvote 0

Read Answer Asked by Jinlong on March 24, 2022

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS

Q: Would you know if anything negative was said during the conference call to account for the stocks poor performance after a great report?
Thanks

Upvote 0

Read Answer Asked by Herm on March 24, 2022

• Adobe Inc. (ADBE $338.10)
  • $338.10 P/E (TTM): 20.11X Cap: $141.52B
  • View ADBE Profile
  • View Questions on ADBE

Q: Can I have your thoughts on ADBE earnings and the subsequent drop? Thanks.

Upvote 0

Read Answer Asked by Alex on March 23, 2022

• Toast Inc. Class A (TOST $36.66)
  • $36.66 P/E (TTM): 80.8X Cap: $21.20B
  • View TOST Profile
  • View Questions on TOST

Q: As a 5 year investment, how would you assess its strengths and weaknesses as a business, recognizing it is early days. Where does it sit from a competitive standpoint? Are its financials sound? What indicators to look for to assess if it is on track?

Upvote 0

Read Answer Asked by sam on March 23, 2022

• Squarespace Inc. Class A (SQSP)
  • View SQSP Profile
  • View Questions on SQSP

Q: Squarespace seems to come across my radar if a few areas .
Thoughts?

Many Thanks
Greg

Upvote 0

Read Answer Asked by Greg on March 23, 2022

• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND

Q: a recent response to a dnd question mentioned things have changed since announcement about link. can you expand on what has changed and what your outlook is for dnd. it was one of your fairly strong recommendations not too long ago. how do you rate it now.

Upvote 0

Read Answer Asked on March 23, 2022

• Calian Group Ltd. (CGY $57.41)
  • $57.41 Cap: $651M
  • View CGY Profile
  • View Questions on CGY

Q: Is this a buy, hold, or sell? It has rallied back just below its 52 week high. Also, what has been the catalyst for its strength? I assume much can be attributed to its Advanced Technologies segment which includes defense and nuclear. Can you tell me what % of revenues comes from this segment? Do you think the momentum in the stock has some legs?

Upvote 0

Read Answer Asked by John on March 23, 2022

• Sylogist Ltd. (SYZ $5.62)
  • $5.62 Cap: $131M
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

Q: Any reason for the recent abnormal wide swings in SYZ? Hold or add to my 1% position? AT appears to be basing last few days .Down 77% hold or add to my 0.5% position? Txs for u usual great services & views

Upvote 0

Read Answer Asked by Peter on March 23, 2022

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS

Q: Thoughts on earnings

Upvote 0

Read Answer Asked by cliff on March 23, 2022

• Alphabet Inc. (GOOG $322.43)
  • $322.43 P/E (TTM): 31.05X Cap: $3.88T
  • View GOOG Profile
  • View Questions on GOOG

Q: Hello, just wondering why GOOG seems to be the most loved of the fangs. I don't expect you to compare all of them, but can you cite a couple particulars in terms of metrics or whatever it is in a quantifiable stand point that's making GOOG so much more "attractive"

Upvote 0

Read Answer Asked by Jordan on March 23, 2022