Investment Q&A

• NVIDIA Corporation (NVDA)
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• Xilinx Inc. (XLNX)
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• Advanced Micro Devices Inc. (AMD)
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Q: Hi 5i team,
This morning AMD announced its long rumoured takeover offer for XLNX. XLNX shareholders get 1.7 shares of AMD. CNBC reports it as a valuing XLNX at $143 per share, although AMD is under some pressure in the pre-market. I assume the long closing date of end 2021 is also a drag on XLNX upside. I may or may not hold onto XLNX. Is AMD a good buy here, with some pressure on it, in the fight against INTC or are there better growth candidates in the chip sector?
Thanks again for the insight.
Dave

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Read Answer Asked by Dave on October 28, 2020

• Constellation Software Inc. (CSU)
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• Open Text Corporation (OTEX)
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Q: Would you buy CSU or OTEX or a bit of both and explain briefly why? Long term hold in registered account.

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Read Answer Asked by Pierre on October 28, 2020

• Open Text Corporation (OTEX)
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Q: OTEX appears to be going nowhere. in-fact it is down YTD. If I sell what CDN tech stocks would you recommend that I consider instead

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Read Answer Asked by Lakis on October 27, 2020

• Xilinx Inc. (XLNX)
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Q: After the announced AMD takeover would you suggest selling now or hold on in a margin account? At what price point a sale would represent fair value? In general, i have not been able to figure out a selling price for any candidate that has been bought either for cash or a combination of stock and cash. How do you calculate that?
Regards

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Read Answer Asked by Rajiv on October 27, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Can you comment on signifiance of deal signed with TikTok. What does it mean going forward.

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Read Answer Asked on October 27, 2020

• Constellation Software Inc. (CSU)
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Q: Hi,
When the Topicus shares become available for purchase, do you recommend them as a buy? Or wait and see?
Thanks

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Read Answer Asked by Marco on October 27, 2020

Q: PROOFPOINT: Would appreciate your opinion on this company .

John

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Read Answer Asked by JOHN on October 27, 2020

• Lemonade Inc. (LMND)
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Q: What are your thoughts about Lemonade company.

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Read Answer Asked by Mohit on October 26, 2020

• Descartes Systems Group Inc. (The) (DSG)
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• Enghouse Systems Limited (ENGH)
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Q: I currently hold small positions, about 1%, of each of these stocks. Are they similar enough to consider consolidating into one holding? Which one would provide the better growth opportunity going forward?

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Read Answer Asked by Bruce on October 26, 2020

• Limelight Networks Inc. (LLNW)
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Q: Limelight dropped 30% on Friday after reporting. What do you think of the future here.
Thank You
Peter

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Read Answer Asked by Peter on October 26, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Hi,
I hold SHOP. Recent write ups on the company reflects a very pessimistic view towards the stock based on valuation and its future growth.

I agree with the thesis that it’s worth paying more for good companies that are growing.

What is your view on SHOP as a growth stock for now and the future, 3-5 years .

Thanks,

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Read Answer Asked by ilie on October 23, 2020

• Intel Corporation (INTC)
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• NVIDIA Corporation (NVDA)
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Q: I bought INTC at $49.00. They just announced results that were disappointing. Would you recommend I sell and move into another tech stock? Which one would you recommend. Thanks

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Read Answer Asked by Joanne on October 23, 2020

• Enghouse Systems Limited (ENGH)
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Q: Anything doing with Enghouse today?
Tech market seems benign, if not slightly positive today, yet ENGH is down 5%.
This despite two positive PRs today, especially from it's Locus Division which announced a $55M contract - a company acquired for less than $15M.

What give in this unusual movement.?

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Read Answer Asked by JAIME on October 23, 2020

• Enphase Energy Inc. (ENPH)
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Q: Good morning: since your last comment on Enphase the company has dropped quite significantly. I only bought in a week ago, so wondering if I should continue to hold or should take the loss. Thanks for your comments.

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Read Answer Asked by Lesley on October 22, 2020

• Dye & Durham Limited (DND)
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Q: Who would be the main competitor to dnd, and how does dnd stack up to this company
Thanks

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Read Answer Asked by Leon on October 22, 2020

• American Well Corporation Class A (AMWL)
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Q: Hello can you please tell me level of debt? Insider ownership?
How does their offering differ from Teladoc? Are they currently limited to US? Google invested $100,000,000 will their be integration with Google and and various entities going forward?

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Read Answer Asked by Cory on October 21, 2020

• Meta Platforms Inc. (META)
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• Twitter Inc. (TWTR)
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• Snap Inc. Class A (SNAP)
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• Pinterest Inc. Class A (PINS)
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Q: Good morning to the best investing guys ever.
I'm interested in the above. PINS , SNAP are soaring this morning. Which is your fav? OR are there others in the space you prefer? Should I wait and watch before I hit the buy button?
Thanks for keeping me on track and doing well for 6 and a half years.

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Read Answer Asked by El-ann on October 21, 2020

• Dropbox Inc (DBX)
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Q: What do you think of DBX.Thanks Phil

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Read Answer Asked by philip on October 21, 2020

• DocuSign Inc. (DOCU)
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Q: To follow up on my panic questions this weekend on docu, I have too much of it in my account and it’s causing me stress. How likely do you think the stock is to return to a high? My cost price is about $242. As long as I’m reasonable confident that it will go back up, I can handle holding it. I just don’t know if this is like a dot com type of spike wherein the stock never recovers from an old high. Thanks.

Jason

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Read Answer Asked by Jason on October 21, 2020

• Zebra Technologies Corporation (ZBRA)
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Q: Hi Peter and Team,

Can you please provide your thoughts on investing in Zebra today?

Thanks,

Marc

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Read Answer Asked by Marc on October 20, 2020