Investment Q&A

• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
  • View GOOG Profile
  • View Questions on GOOG
• Digital Turbine Inc. (APPS $4.78)
  • $4.78 Cap: $513M
  • View APPS Profile
  • View Questions on APPS

Q: Hi Guys,

Really like your recent blog post "These are the stocks you should hold on to....". I wonder where we would be able to find these metrics mentioned in the article for a stock, especially growth rate, profit margin, and sales growth rate.

Also, what is happening for "APPS", the share price is just dropping day by day event on days that general markets are up. I have a small position about 1% of my portfolio, currently underwater, should I add more, hold on or sell?

Thanks

Upvote 0

Read Answer Asked by Lin on July 09, 2021

• Softchoice Corporation (SFTC $24.49)
  • $24.49 P/E (TTM): 25.32X Cap: $1.47B
  • View SFTC Profile
  • View Questions on SFTC

Q: Can I have your opinion of this new software company.

Thanks.

Upvote 0

Read Answer Asked by Peter on July 09, 2021

• Digital Turbine Inc. (APPS $4.78)
  • $4.78 Cap: $513M
  • View APPS Profile
  • View Questions on APPS

Q: Peter; Is there a large short position on APPS? Seems to be a lot of selling on no really bad news. Thanks. Rod

Upvote 0

Read Answer Asked by Rodney on July 09, 2021

• SoFi Technologies Inc. (SOFI $28.33)
  • $28.33 P/E (TTM): 44.98X Cap: $33.04B
  • View SOFI Profile
  • View Questions on SOFI

Q: Please comments on the outlook of this company. I have high-risk tolerance and always look for long-term potential. Thank you for your great service.

Upvote 0

Read Answer Asked by David on July 08, 2021

• Match Group Inc. (MTCH $33.39)
  • $33.39 P/E (TTM): 15.08X Cap: $7.68B
  • View MTCH Profile
  • View Questions on MTCH
• Bumble Inc. (BMBL $3.56)
  • $3.56 Cap: $364M
  • View BMBL Profile
  • View Questions on BMBL

Q: I really like the CEO of this company and based on my social circle it seems WAY more people use bumble as opposed to match. Since the decline in the IPO price, do you think this would be a good time to start a position?

Upvote 0

Read Answer Asked by Danielle on July 08, 2021

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

Q: This stock, CTS -- has been a good pick. Thanks! How much room do you see on the upside this year?

Upvote 0

Read Answer Asked by Bruce on July 08, 2021

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

Upvote 0

Read Answer Asked by Paul on July 08, 2021

• Vecima Networks Inc. (VCM $9.65)
  • $9.65 Cap: $239M
  • View VCM Profile
  • View Questions on VCM

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!!!

Upvote 0

Read Answer Asked by Thomas on July 08, 2021

• Dye & Durham Limited (DND $3.07)
  • $3.07 Cap: $200M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND

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?

Upvote 0

Read Answer Asked by Connie on July 08, 2021

• Softchoice Corporation (SFTC $24.49)
  • $24.49 P/E (TTM): 25.32X Cap: $1.47B
  • View SFTC Profile
  • View Questions on SFTC

Q: Most stocks were down. Softchoice went up a lot. Reason ? Thanks for your excellent service .

Upvote 0

Read Answer Asked by Lai Kuen on July 08, 2021

• Limelight Networks Inc. (LLNW)
  • P/E (TTM): -7.2X Cap: $364M
  • View LLNW Profile
  • View Questions on LLNW
• Atomera Incorporated (ATOM $2.41)
  • $2.41 Cap: $69M
  • View ATOM Profile
  • View Questions on ATOM

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.

Upvote 0

Read Answer Asked by Brady on July 08, 2021

• FireEye Inc. (FEYE)
  • P/E (TTM): -20.1X Cap: $4.27B
  • View FEYE Profile
  • View Questions on FEYE
• Fortinet Inc. (FTNT $80.87)
  • $80.87 P/E (TTM): 32.45X Cap: $59.32B
  • View FTNT Profile
  • View Questions on FTNT
• Palo Alto Networks Inc. (PANW $186.27)
  • $186.27 P/E (TTM): 115.76X Cap: $128.17B
  • View PANW Profile
  • View Questions on PANW
• Check Point Software Technologies Ltd. (CHKP $185.90)
  • $185.90 Cap: $19.89B
  • View CHKP Profile
  • View Questions on CHKP
• SentinelOne Inc. Class A (S $16.23)
  • $16.23 Cap: $5.22B
  • View S Profile
  • View Questions on S
• CrowdStrike Holdings Inc. (CRWD $512.34)
  • $512.34 Cap: $127.18B
  • View CRWD Profile
  • View Questions on CRWD

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.

Upvote 0

Read Answer Asked by Joanne on July 08, 2021

• Enghouse Systems Limited (ENGH $20.13)
  • $20.13 P/E (TTM): 14.8X Cap: $1.10B
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH

Q: Announced acquistion this morning.Please comment & its impact. Initial positive response,later turned negative.Txs for u usual great services & views

Upvote 0

Read Answer Asked by Peter on July 08, 2021

• Lam Research Corporation (LRCX $151.93)
  • $151.93 P/E (TTM): 31.49X Cap: $188.88B
  • View LRCX Profile
  • View Questions on LRCX

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.

Upvote 0

Read Answer Asked by Neil on July 07, 2021

• POET Technologies Inc. (PTK $7.38)
  • $7.38 Cap: $669M
  • View PTK Profile
  • View Questions on PTK

Q: what are your thoughts on POET tech today
Thank You
Peter

Upvote 0

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

Upvote 0

Read Answer Asked by Peter on July 07, 2021

• GreenPower Motor Company Inc. (GPV)
  • Cap: $6M
  • View GPV Profile
  • View Questions on GPV
• Plug Power Inc. (PLUG $1.95)
  • $1.95 Cap: $2.73B
  • View PLUG Profile
  • View Questions on PLUG
• NIO Inc. American depositary shares each representing one Class A (NIO $5.50)
  • $5.50 Cap: $12.91B
  • View NIO Profile
  • View Questions on NIO
• FuelCell Energy Inc. (FCEL $6.02)
  • $6.02 Cap: $286M
  • View FCEL Profile
  • View Questions on FCEL

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!

Upvote 0

Read Answer Asked by Rob on July 07, 2021

• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
  • View NVDA Profile
  • View Questions on NVDA
• Qorvo Inc. (QRVO $84.45)
  • $84.45 P/E (TTM): 35.3X Cap: $7.54B
  • View QRVO Profile
  • View Questions on QRVO
• Advanced Micro Devices Inc. (AMD $206.13)
  • $206.13 P/E (TTM): 101.28X Cap: $350.11B
  • View AMD Profile
  • View Questions on AMD
• ON Semiconductor Corporation (ON $48.31)
  • $48.31 P/E (TTM): 60.65X Cap: $19.06B
  • View ON Profile
  • View Questions on ON

Q: Which Semi's (if any) have all manufacturing independant of China and Taiwan ? Thanks.

Upvote 0

Read Answer Asked by Paul on July 07, 2021

• Docebo Inc. (DCBO $29.95)
  • $29.95 P/E (TTM): 28.31X Cap: $854M
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO

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!

Upvote 0

Read Answer Asked by TRINA on July 07, 2021

• Keysight Technologies Inc. (KEYS $195.46)
  • $195.46 P/E (TTM): 54.83X Cap: $30.53B
  • View KEYS Profile
  • View Questions on KEYS

Q: Peter; Can you comment on this company re expected earnings plus your overall thoughts on its future? Thanks. Rod

Upvote 0

Read Answer Asked by Rodney on July 07, 2021