Investment Q&A

• Constellation Software Inc. (CSU $2,770.86)
  • $2,770.86 P/E (TTM): 68.89X Cap: $57.21B
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• Open Text Corporation (OTEX $32.62)
  • $32.62 P/E (TTM): 14.61X Cap: $8.16B
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• Topicus.com Inc. (TOI $105.20)
  • $105.20 P/E (TTM): 335.23X Cap: $13.51B
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Q: I currently own OTEX but wonder if CSU or TOI would be a better choice over the long term (3-5 years). If so which would you prefer CSU or TOI?

Thanks

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Read Answer Asked on September 07, 2021

• DocuSign Inc. (DOCU $48.40)
  • $48.40 P/E (TTM): 34.01X Cap: $9.61B
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Q: Can you comment on their earnings report yesterday? Did you listen to the call and if so was there anything of interest (good or bad) that came up?

I have to echo the thanks to you and your staff for the great service you provide. My portfolio and understanding of investing would not be where it is today without your help and fantastic service! So thank you very much to you and your team!

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Read Answer Asked by Justin on September 03, 2021

• ABC Technologies Holdings Inc. (ABCT $6.74)
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Q: I would appreciate your current opinion on ABC Technology.
Thanks!

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Read Answer Asked by Gregory on September 03, 2021

• Roku Inc. (ROKU $100.16)
  • $100.16 Cap: $14.85B
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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 $99.73)
  • $99.73 P/E (TTM): 41.47X Cap: $8.06B
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• Enghouse Systems Limited (ENGH $18.09)
  • $18.09 P/E (TTM): 13.72X Cap: $978M
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• Kinaxis Inc. (KXS $139.27)
  • $139.27 P/E (TTM): 87.15X Cap: $3.84B
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• Open Text Corporation (OTEX $24.01)
  • $24.01 P/E (TTM): 14.61X Cap: $6.01B
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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 $6.15)
  • $6.15 Cap: $206M
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• Real Matters Inc. (REAL $5.72)
  • $5.72 Cap: $433M
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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 $12.54)
  • $12.54 Cap: $1.74B
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• Dye & Durham Limited (DND $4.89)
  • $4.89 Cap: $327M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Topicus.com Inc. (TOI $105.20)
  • $105.20 P/E (TTM): 335.23X Cap: $13.51B
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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)
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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 $54.91)
  • $54.91 Cap: $2.61B
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• Upstart Holdings Inc. (UPST $26.35)
  • $26.35 Cap: $2.69B
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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 $189.17)
  • $189.17 P/E (TTM): 36.98X Cap: $30.75B
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• DocuSign Inc. (DOCU $48.40)
  • $48.40 P/E (TTM): 34.01X Cap: $9.61B
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• CrowdStrike Holdings Inc. (CRWD $446.07)
  • $446.07 Cap: $112.10B
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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 $9.07)
  • $9.07 Cap: $1.30B
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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)
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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 $2,770.86)
  • $2,770.86 P/E (TTM): 68.89X Cap: $57.21B
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• Enghouse Systems Limited (ENGH $18.09)
  • $18.09 P/E (TTM): 13.72X Cap: $978M
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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 $76.26)
  • $76.26 Cap: $19.89B
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• The Trade Desk Inc. (TTD $27.73)
  • $27.73 P/E (TTM): 30.73X Cap: $12.98B
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• CrowdStrike Holdings Inc. (CRWD $446.07)
  • $446.07 Cap: $112.10B
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• Digital Turbine Inc. (APPS $3.72)
  • $3.72 Cap: $452M
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• Unity Software Inc. (U $19.99)
  • $19.99 Cap: $8.67B
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• Mitek Systems Inc. (MITK $14.60)
  • $14.60 P/E (TTM): 41.86X Cap: $662M
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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 $189.17)
  • $189.17 P/E (TTM): 36.98X Cap: $30.75B
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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 $335.00)
  • $335.00 P/E (TTM): 72.12X Cap: $1.61T
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• Micron Technology Inc. (MU $402.89)
  • $402.89 P/E (TTM): 38.32X Cap: $2.35T
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• NVIDIA Corporation (NVDA $182.46)
  • $182.46 P/E (TTM): 37.71X Cap: $4.52T
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• MKS Inc. (MKSI $216.45)
  • $216.45 P/E (TTM): 51.67X Cap: $15.08B
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• ASML Holding N.V. (ASML $1,347.31)
  • $1,347.31 P/E (TTM): 60.55X Cap: $534.45B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $339.16)
  • $339.16 P/E (TTM): 48.74X Cap: $1.83T
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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)
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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 $71.47)
  • $71.47 P/E (TTM): 42.21X Cap: $6.73B
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• ARK Genomic Revolution ETF (ARKG $26.65)
  • $26.65 P/E (TTM): 27.48X Cap: $1.25B
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• ARK Autonomous Technology & Robotics ETF (ARKQ $119.24)
  • $119.24 P/E (TTM): 54.8X Cap: $2.09B
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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 $2,770.86)
  • $2,770.86 P/E (TTM): 68.89X Cap: $57.21B
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• Topicus.com Inc. (TOI $105.20)
  • $105.20 P/E (TTM): 335.23X Cap: $13.51B
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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 $182.46)
  • $182.46 P/E (TTM): 37.71X Cap: $4.52T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $174.88)
  • $174.88 P/E (TTM): 139.22X Cap: $229.48B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $107.90)
  • $107.90 Cap: $12.73B
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• Roku Inc. (ROKU $100.16)
  • $100.16 Cap: $14.85B
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• CrowdStrike Holdings Inc. (CRWD $446.07)
  • $446.07 Cap: $112.10B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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• Upstart Holdings Inc. (UPST $26.35)
  • $26.35 Cap: $2.69B
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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 $12.54)
  • $12.54 Cap: $1.74B
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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