Investment Q&A

• Apple Inc. (AAPL $270.25)
  • $270.25 P/E (TTM): 34.58X Cap: $4.01T
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• Alphabet Inc. (GOOG $339.44)
  • $339.44 P/E (TTM): 31.24X Cap: $4.10T
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• NVIDIA Corporation (NVDA $209.38)
  • $209.38 P/E (TTM): 41.33X Cap: $4.85T
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• Booking Holdings Inc. (BKNG $180.23)
  • $180.23 P/E (TTM): 1.08X Cap: $138.42B
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• Everpure Inc. Class A (PSTG)
  • P/E (TTM): 122.43X Cap: $22.40B
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• DexCom Inc. (DXCM $60.88)
  • $60.88 P/E (TTM): 30.34X Cap: $24.19B
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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.

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Read Answer Asked by Greg on March 28, 2022

• Mitek Systems Inc. (MITK $13.92)
  • $13.92 P/E (TTM): 41.74X Cap: $632M
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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?

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Read Answer Asked by Harry on March 25, 2022

• Okta Inc. (OKTA $74.15)
  • $74.15 P/E (TTM): 61.48X Cap: $13.45B
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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.

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Read Answer Asked by RICHARD on March 25, 2022

• Kinaxis Inc. (KXS $138.14)
  • $138.14 P/E (TTM): 43.47X Cap: $3.86B
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.85)
  • $12.85 Cap: $1.77B
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• CrowdStrike Holdings Inc. (CRWD $442.46)
  • $442.46 Cap: $112.95B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Topicus.com Inc. (TOI $97.55)
  • $97.55 P/E (TTM): 325.37X Cap: $13.02B
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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

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Read Answer Asked by Dennis on March 25, 2022

• NVIDIA Corporation (NVDA $209.38)
  • $209.38 P/E (TTM): 41.33X Cap: $4.85T
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• Advanced Micro Devices Inc. (AMD $349.15)
  • $349.15 P/E (TTM): 114.51X Cap: $497.79B
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Q: INDIE Semiconductor seems to be in a relative "sweet spot" currently. How would you rate its future growth potential?

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Read Answer Asked by David on March 24, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.85)
  • $12.85 Cap: $1.77B
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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

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Read Answer Asked by Sheldon on March 24, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.85)
  • $12.85 Cap: $1.77B
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• Toast Inc. Class A (TOST $27.99)
  • $27.99 P/E (TTM): 52.7X Cap: $16.44B
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Q: How do these two compare in there offerings?

If you were to buy one which and why?

Thank You, Peter

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Read Answer Asked by Peter on March 24, 2022

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Upstart Holdings Inc. (UPST $32.86)
  • $32.86 P/E (TTM): 82.71X Cap: $3.14B
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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.

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Read Answer Asked by Marc on March 24, 2022

• Adobe Inc. (ADBE $240.85)
  • $240.85 P/E (TTM): 14.91X Cap: $96.59B
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• Microsoft Corporation (MSFT $421.00)
  • $421.00 P/E (TTM): 27.07X Cap: $3.08T
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• Salesforce Inc. (CRM $175.89)
  • $175.89 P/E (TTM): 24.33X Cap: $159.95B
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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

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Read Answer Asked by Matt on March 24, 2022

• Dye & Durham Limited (DND $3.79)
  • $3.79 Cap: $261M
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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!

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Read Answer Asked by Jinlong on March 24, 2022

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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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

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Read Answer Asked by Herm on March 24, 2022

• Adobe Inc. (ADBE $240.85)
  • $240.85 P/E (TTM): 14.91X Cap: $96.59B
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Q: Can I have your thoughts on ADBE earnings and the subsequent drop? Thanks.

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Read Answer Asked by Alex on March 23, 2022

• Toast Inc. Class A (TOST $27.99)
  • $27.99 P/E (TTM): 52.7X Cap: $16.44B
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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?

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Read Answer Asked by sam on March 23, 2022

• Squarespace Inc. Class A (SQSP)
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Q: Squarespace seems to come across my radar if a few areas .
Thoughts?

Many Thanks
Greg

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Read Answer Asked by Greg on March 23, 2022

• Dye & Durham Limited (DND $3.79)
  • $3.79 Cap: $261M
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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.

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Read Answer Asked on March 23, 2022

• Calian Group Ltd. (CGY $69.50)
  • $69.50 Cap: $801M
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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?

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Read Answer Asked by John on March 23, 2022

• Sylogist Ltd. (SYZ $4.24)
  • $4.24 Cap: $99M
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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

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Read Answer Asked by Peter on March 23, 2022

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Thoughts on earnings

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Read Answer Asked by cliff on March 23, 2022

• Alphabet Inc. (GOOG $339.44)
  • $339.44 P/E (TTM): 31.24X Cap: $4.10T
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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"

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Read Answer Asked by Jordan on March 23, 2022

• Dye & Durham Limited (DND $3.79)
  • $3.79 Cap: $261M
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Q: Gentlemen; Is it your expectation that the Company will need to issue equity to pay for their recent acquisitions.

The stock has not really participated in the recent technology recovery.

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Read Answer Asked by Ronald on March 23, 2022