Investment Q&A

• Roku Inc. (ROKU $108.72)
  • $108.72 Cap: $16.06B
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Q: Good morning, any news regarding ROKU roller coaster? Any thoughts on all the recent volatility?

thanks, Mark

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Read Answer Asked by Mark on September 03, 2021

• Descartes Systems Group Inc. (The) (DSG $116.96)
  • $116.96 P/E (TTM): 50.46X Cap: $10.05B
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• Enghouse Systems Limited (ENGH $20.14)
  • $20.14 P/E (TTM): 15.14X Cap: $1.10B
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• Kinaxis Inc. (KXS $171.94)
  • $171.94 P/E (TTM): 103.6X Cap: $4.82B
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• Open Text Corporation (OTEX $31.74)
  • $31.74 P/E (TTM): 16.65X Cap: $7.99B
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Q: Hi 5i Team: I am 8% weighting in Canadian tech with positions in LSPD and TOI. I am looking to add from DSG, ENGH, OTEX or KXS. In which order would you rank them for long term growth? Thank you for your continued excellent service.

Tom

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Read Answer Asked by Tom on September 03, 2021

• Sangoma Technologies Corporation (STC $6.94)
  • $6.94 Cap: $229M
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• Real Matters Inc. (REAL $5.80)
  • $5.80 Cap: $430M
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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 $16.14)
  • $16.14 Cap: $2.19B
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• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Topicus.com Inc. (TOI $125.05)
  • $125.05 P/E (TTM): 1048.32X Cap: $10.41B
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Q: I am overweight in Canadian tech and would like to reduce my holdings. please list in order of confidence for long term capital appreciation, high risk tolerance.

Dave

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Read Answer Asked by Dave on September 03, 2021

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Hi, Nuvei traded as low as $146.63, closed $151.76, Today. Sharp pullback, which is not unusual, based on the recent sharp/huge gains. Does your $150 level, still is "Line in the Sand" or we should wait for ??? level to add. We added a little today at $155 and $150 to a 4.50% position. Thanks

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Read Answer Asked by rajeev on September 03, 2021

• Ultra Clean Holdings Inc. (UCTT $27.32)
  • $27.32 Cap: $1.23B
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• Upstart Holdings Inc. (UPST $45.84)
  • $45.84 P/E (TTM): 191.0X Cap: $4.45B
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Q: Which would you prefer for growth over the next few years?

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Read Answer Asked by Rick on September 03, 2021

• Veeva Systems Inc. Class A (VEEV $219.49)
  • $219.49 P/E (TTM): 42.79X Cap: $36.08B
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• DocuSign Inc. (DOCU $64.85)
  • $64.85 P/E (TTM): 45.35X Cap: $12.98B
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• CrowdStrike Holdings Inc. (CRWD $453.58)
  • $453.58 Cap: $114.34B
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Q: Hello Peter,

Following the quarterly results from Docusign Veeva and Crowdstrike, would you consider them worthy of an overweight position?
Appreciate your opinion as always.
Regards
Rajiv

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Read Answer Asked by Rajiv on September 03, 2021

• C3.ai Inc. Class A (AI $13.75)
  • $13.75 Cap: $1.93B
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Q: Hi, Could you please comment on AI earnings. Thank you

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Read Answer Asked by francis on September 02, 2021

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Recent pullback just profit taking?

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Read Answer Asked by Kim on September 02, 2021

• Constellation Software Inc. (CSU $3,239.07)
  • $3,239.07 P/E (TTM): 75.16X Cap: $68.64B
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• Enghouse Systems Limited (ENGH $20.14)
  • $20.14 P/E (TTM): 15.14X Cap: $1.10B
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Q: from a long term perspective how does engh and csu an look today?How does the value look with regards to forward PE and other metrics 5i would look at? Thx

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Read Answer Asked by blake on September 02, 2021

• Atlassian Corporation (TEAM $154.76)
  • $154.76 Cap: $40.71B
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• The Trade Desk Inc. (TTD $37.68)
  • $37.68 P/E (TTM): 43.31X Cap: $18.22B
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• CrowdStrike Holdings Inc. (CRWD $453.58)
  • $453.58 Cap: $114.34B
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• Digital Turbine Inc. (APPS $4.78)
  • $4.78 Cap: $536M
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• Unity Software Inc. (U $44.25)
  • $44.25 Cap: $18.93B
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• Mitek Systems Inc. (MITK $9.97)
  • $9.97 P/E (TTM): 53.03X Cap: $456M
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Q: Could you list in order your thoughts for high growth and long term hold, high risk tolerance.

thanks Dave

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Read Answer Asked by Dave on September 02, 2021

• Veeva Systems Inc. Class A (VEEV $219.49)
  • $219.49 P/E (TTM): 42.79X Cap: $36.08B
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Q: I don't see anything posted on last night's results so I will ask for your comments on the quarter

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Read Answer Asked by David on September 02, 2021

• Broadcom Inc. (AVGO $347.62)
  • $347.62 P/E (TTM): 73.18X Cap: $1.64T
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• Micron Technology Inc. (MU $315.42)
  • $315.42 P/E (TTM): 41.56X Cap: $355B
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• NVIDIA Corporation (NVDA $188.85)
  • $188.85 P/E (TTM): 46.86X Cap: $4.58T
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• MKS Inc. (MKSI $168.36)
  • $168.36 P/E (TTM): 40.77X Cap: $11.30B
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• ASML Holding N.V. (ASML $1,163.78)
  • $1,163.78 P/E (TTM): 51.48X Cap: $457.69B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $319.61)
  • $319.61 P/E (TTM): 44.83X Cap: $1.65T
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Q: I own Broadcom and was wondering what tech/semi stocks you would recommend to compliment the name? Thanks!

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Read Answer Asked by Michael on September 02, 2021

• Smartsheet Inc. Class A (SMAR)
  • Cap: $7.90B
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Q: I’ve been holding this for about a year. Share price has recently returned to my cost. Would you keep holding or move on to more exciting opportunities?

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Read Answer Asked by Karim on September 02, 2021

• ARK Innovation ETF (ARKK $78.31)
  • $78.31 P/E (TTM): 28.9X Cap: $7.65B
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• ARK Genomic Revolution ETF (ARKG $29.18)
  • $29.18 P/E (TTM): 41.03X Cap: $1.22B
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• ARK Autonomous Technology & Robotics ETF (ARKQ $118.44)
  • $118.44 P/E (TTM): 55.55X Cap: $1.57B
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Q: Which 3 ark investments would you buy today in order of preference for medium length growth

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Read Answer Asked by Ken on September 02, 2021

• Constellation Software Inc. (CSU $3,239.07)
  • $3,239.07 P/E (TTM): 75.16X Cap: $68.64B
  • View CSU Profile
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• Topicus.com Inc. (TOI $125.05)
  • $125.05 P/E (TTM): 1048.32X Cap: $10.41B
  • View TOI Profile
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Q: with the share rally this is now a 16 billion market cap and CSU a 45 billion market cap does this add up or has TOI run too far too fast and does CSUlook better today? Thx

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Read Answer Asked by blake on September 02, 2021

• NVIDIA Corporation (NVDA $188.85)
  • $188.85 P/E (TTM): 46.86X Cap: $4.58T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $216.13)
  • $216.13 P/E (TTM): 138.22X Cap: $281.24B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $117.18)
  • $117.18 P/E (TTM): 49.03X Cap: $13.50B
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• Roku Inc. (ROKU $108.72)
  • $108.72 Cap: $16.06B
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• CrowdStrike Holdings Inc. (CRWD $453.58)
  • $453.58 Cap: $114.34B
  • View CRWD Profile
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
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• Upstart Holdings Inc. (UPST $45.84)
  • $45.84 P/E (TTM): 191.0X Cap: $4.45B
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Q: I want to add to my growth portfolio.
2 full positions.
What would you recommend today ?
I have light speed and go easy already.
If you could recommend 4 or 5 ideas - that would be great
Thanks
Paul

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Read Answer Asked by Paul on September 02, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.14)
  • $16.14 Cap: $2.19B
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Q: LSPD has had quite the run recently. Not worrying about position size would you be taking some off the table here? Or let it ride for a bit longer. Say $160?

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Read Answer Asked by sean on September 02, 2021

• TaskUs Inc. (TASK $11.42)
  • $11.42 P/E (TTM): 12.85X Cap: $1.03B
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Q: Did very well ! Bought large at IPO. SELL partially or let it run ? Thanks

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Read Answer Asked by Kamal on September 01, 2021

• Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
  • $44.24 P/E (TTM): 147.69X Cap: $1.82B
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Q: Any reason for the volatility in this company this morning?

Thanks

Dave.

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Read Answer Asked by David on September 01, 2021

• Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
  • $44.24 P/E (TTM): 147.69X Cap: $1.82B
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Q: i own 5000 magt shares and they have been a rocket ship on no news whatsoever.i have been slowly selling, now own 3000.
the fact is there are only a million shares available for trading out of 10 million outstanding.
my thesis is the main reason it has risen so much is very few shares available.
its in a hot space but it is not yet crowdstrike or zscaler -far from it.
and a fund raise has to be coming, same for nuvei.
can you comment.
dave

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Read Answer Asked by david on August 31, 2021