Investment Q&A

Q: Which (if any) Semi Companies that have all their manufacturing entirely in Europe or the Americas ? Thanks.

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Read Answer Asked by Paul on July 08, 2021

• Vecima Networks Inc. (VCM $10.54)
  • $10.54 Cap: $256M
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Q: It has been awhile that a question has been asked about this company.

It has been breaking out technically.

Can you provide a fundamental update of this company. How does the future look for this company and do you have any opinion on the c-suite here.

Would you recommend for a TFSA?

Thanks for all you do!!!

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Read Answer Asked by Thomas on July 08, 2021

• Dye & Durham Limited (DND $6.72)
  • $6.72 Cap: $451M
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Q: DND has been slowly drifting down for the last two weeks, and was $45.5 at one point today. At what price do you think is worthwhile to throw in, say, 1-2% of your portfolio, assuming you are risk tolerant, and have a long time horizon to hold should the takeover deal goes bad?

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Read Answer Asked by Connie on July 08, 2021

• Softchoice Corporation (SFTC $24.49)
  • $24.49 P/E (TTM): 25.32X Cap: $1.47B
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Q: Most stocks were down. Softchoice went up a lot. Reason ? Thanks for your excellent service .

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Read Answer Asked by Lai Kuen on July 08, 2021

• Limelight Networks Inc. (LLNW)
  • P/E (TTM): -7.2X Cap: $364M
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• Atomera Incorporated (ATOM $4.85)
  • $4.85 Cap: $157M
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Q: Hi, I wanted to get into the semiconductor space a couple months ago, so I bought Qualcomm. I'm very happy with that position, however I'm now thinking about adding a more speculative stock in this space. Can you please give me your opinion and analysis on ATOM and LLNW. Thanks.

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Read Answer Asked by Brady on July 08, 2021

• FireEye Inc. (FEYE)
  • P/E (TTM): -20.1X Cap: $4.27B
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• Fortinet Inc. (FTNT $84.20)
  • $84.20 P/E (TTM): 33.08X Cap: $63.63B
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• Palo Alto Networks Inc. (PANW $213.28)
  • $213.28 P/E (TTM): 129.94X Cap: $139.49B
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• Check Point Software Technologies Ltd. (CHKP $194.85)
  • $194.85 Cap: $21.11B
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• SentinelOne Inc. Class A (S $17.15)
  • $17.15 Cap: $5.75B
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• CrowdStrike Holdings Inc. (CRWD $508.61)
  • $508.61 Cap: $123.88B
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Q: I am looking into Cyber security companies like Crowdstrike, Palo Alto, Fireeye and Fortinet. How would you rate these companies or are there other companies you prefer.

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Read Answer Asked by Joanne on July 08, 2021

• Enghouse Systems Limited (ENGH $20.56)
  • $20.56 P/E (TTM): 15.12X Cap: $1.13B
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Q: Announced acquistion this morning.Please comment & its impact. Initial positive response,later turned negative.Txs for u usual great services & views

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Read Answer Asked by Peter on July 08, 2021

• Lam Research Corporation (LRCX $137.81)
  • $137.81 P/E (TTM): 31.66X Cap: $174.41B
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Q: Hello, I have owned LRCX since 2017 and have added over the years. It has been in a trading range for a while although it has made higher highs. With a PE at ~26 and analyst target of $728 it looks like a hold, but I am concerned about the semiconductor sector getting tired and over bought. You thoughts please.

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Read Answer Asked by Neil on July 07, 2021

• POET Technologies Inc. (PTK $7.38)
  • $7.38 Cap: $669M
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Q: what are your thoughts on POET tech today
Thank You
Peter

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Read Answer Asked by Peter on July 07, 2021

Q: I am down about 38% on TPI composites should I hold or move on. Thank You, Peter

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Read Answer Asked by Peter on July 07, 2021

• GreenPower Motor Company Inc. (GPV $4.45)
  • $4.45 Cap: $13M
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• Plug Power Inc. (PLUG $3.90)
  • $3.90 Cap: $3.94B
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• NIO Inc. American depositary shares each representing one Class A (NIO $7.18)
  • $7.18 Cap: $15.07B
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• FuelCell Energy Inc. (FCEL $10.17)
  • $10.17 Cap: $328M
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Q: Hi 5i Team - Could you provide an update on the fundamentals of Green Power Motor Company. Also your opinion on its growth prospects and whether now is a good time to start a small position. Are there a couple of other similar companies that might provide better opportunities.

Thank you as always for the excellent service!

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Read Answer Asked by Rob on July 07, 2021

• NVIDIA Corporation (NVDA $188.32)
  • $188.32 P/E (TTM): 52.18X Cap: $4.45T
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• Qorvo Inc. (QRVO $87.92)
  • $87.92 P/E (TTM): 97.47X Cap: $7.71B
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• Advanced Micro Devices Inc. (AMD $216.42)
  • $216.42 P/E (TTM): 124.08X Cap: $348.74B
  • View AMD Profile
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• ON Semiconductor Corporation (ON $50.11)
  • $50.11 P/E (TTM): 42.75X Cap: $20.49B
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Q: Which Semi's (if any) have all manufacturing independant of China and Taiwan ? Thanks.

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Read Answer Asked by Paul on July 07, 2021

• Docebo Inc. (DCBO $37.37)
  • $37.37 P/E (TTM): 38.59X Cap: $1.07B
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Q: Hi,

DCBO has nicely recovered from the March/April lows. What are your thoughts on this stock today? Do you see more growth potential and would you continue to hold? Thanks!

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Read Answer Asked by TRINA on July 07, 2021

• Keysight Technologies Inc. (KEYS $163.35)
  • $163.35 P/E (TTM): 50.63X Cap: $28.07B
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Q: Peter; Can you comment on this company re expected earnings plus your overall thoughts on its future? Thanks. Rod

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Read Answer Asked by Rodney on July 07, 2021

• Sierra Wireless Inc. (SW $40.99)
  • $40.99 Cap: $1.60B
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Q: Ah! The widow and orphan stock.
What do you think? After all these years of never being able to gain traction, is now their time?
Just like nvdia when it did nothing for years and then became the darling of the street. Been burnt twice with Sierra but I sense a huge turnaround with 5G or a buyout!
Peter: your opinion! Thanks.

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Read Answer Asked by Helen on July 07, 2021

• Atomera Incorporated (ATOM $4.85)
  • $4.85 Cap: $157M
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Q: What are your thoughts on Atomera? Would you consider them a buy at current prices?

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Read Answer Asked by TRINA on July 07, 2021

• Softchoice Corporation (SFTC $24.49)
  • $24.49 P/E (TTM): 25.32X Cap: $1.47B
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Q: Shares lock-up expiry ? Hold or sell ?

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Read Answer Asked by Kamal on July 07, 2021

• DocuSign Inc. (DOCU $69.45)
  • $69.45 P/E (TTM): 51.43X Cap: $13.75B
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Q: DOCU seems to be on a tear recently. Are you aware of any news or rumors that would account for the rise?

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Read Answer Asked by Steven on July 06, 2021

• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 153.07X Cap: $5.14B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 85.84X Cap: $274.67B
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• Capstone Copper Corp. (CS $12.71)
  • $12.71 P/E (TTM): 91.87X Cap: $9.68B
  • View CS Profile
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• K92 Mining Inc. (KNT $19.07)
  • $19.07 P/E (TTM): 15.84X Cap: $4.61B
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• Marathon Gold Corporation (MOZ $0.81)
  • $0.81 Cap: $380M
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• Fiore Gold Ltd. (F $1.40)
  • $1.40 P/E (TTM): 5.02X Cap: $140M
  • View F Profile
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• Ero Copper Corp. (ERO $29.90)
  • $29.90 P/E (TTM): 15.89X Cap: $3.09B
  • View ERO Profile
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• Aura Minerals Inc. (ORA)
  • Cap: $3.79B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
  • $15.46 Cap: $2.12B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: How would you characterize and rank the respective valuations and growth potentials for these 4 companies? Other suggestions for growth and diversification in an otherwise pipeline, bank, insurance company and telecomm-heavy retirement portfolio?

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Read Answer Asked by David on July 06, 2021

• Cirrus Logic Inc. (CRUS $120.63)
  • $120.63 P/E (TTM): 18.07X Cap: $6.50B
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Q: Would now be a good time to start a position in CRUS? With the iphone 13 coming out soon and all.

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Read Answer Asked by Danielle on July 06, 2021