Investment Q&A

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.67)
  • $15.67 Cap: $2.08B
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• Topicus.com Inc. (TOI $125.74)
  • $125.74 P/E (TTM): 1047.94X Cap: $10.45B
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Q: Hi, for a five year hold would you buy TOI or LSPD? Thanks and greetings. Peter.

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Read Answer Asked by peter on May 12, 2021

• Upwork Inc. (UPWK $19.69)
  • $19.69 P/E (TTM): 10.27X Cap: $2.42B
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Q: What are your thoughts on UPWK. Is it a buy, sell or hold. How expensive it is on valuation. Do they have lots of debt

Thanks for the great service

Upvote 1

Read Answer Asked by Hector on May 12, 2021

• Tesla Inc. (TSLA $419.40)
  • $419.40 P/E (TTM): 260.73X Cap: $1.39T
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• Palantir Technologies Inc. (PLTR $163.55)
  • $163.55 P/E (TTM): 516.17X Cap: $386.71B
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Q: In general, I've heard repeatedly that stocks like certainty - whether this is on interest rates, consistency of earnings, etc.
I just saw the headline this morning that Palantir is accepting bitcoin as payment. I think we all agree that bitcoin (and all crypto currencies) are quite speculative in nature. Isn't this bad news for true "investors" knowing that their revenue could go to $0? Shouldn't this mean true investors want out and speculators may want in? It seems completely counterintuitive to me for companies like PLTR and TSLA to do this. Comments?

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Read Answer Asked by Mike on May 11, 2021

Q: please comment on AT results and is it a buy

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Read Answer Asked by Bob on May 11, 2021

• BlackLine Inc. (BL $57.76)
  • $57.76 P/E (TTM): 49.42X Cap: $3.34B
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Q: What are your thoughts on BL earnings? Is it still buy, hold or sell.

Thanks for the great service

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Read Answer Asked by Hector on May 11, 2021

• 5N Plus Inc. (VNP $19.78)
  • $19.78 P/E (TTM): 26.79X Cap: $1.68B
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Q: I have a half position in VNP. The recent earnings report seems fine. Is it a buy, hold or sell ? Thanks for this great service.

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Read Answer Asked by Christopher on May 11, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Photon was trading above $3.60 yesterday. Should shareholders who think the offer is too low try to sell at a point above $3.60 in the near future or hold and hope that it the acquisition gets rejected (and vote against it)?

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Read Answer Asked by Valdis on May 11, 2021

• Palantir Technologies Inc. (PLTR $163.55)
  • $163.55 P/E (TTM): 516.17X Cap: $386.71B
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• Affirm Holdings Inc. (AFRM $68.83)
  • $68.83 P/E (TTM): 97.55X Cap: $22.71B
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Q: Hi, Could you please comment on PLTR and AFRM earnings. Thanks

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Read Answer Asked by francis on May 11, 2021

• OLO INC (OLO)
  • Cap: $1.73B
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Q: Can you provide your thoughts on this company and on its fundamentals. How would this company compare with LSPD.

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Read Answer Asked by Paul on May 11, 2021

Q: Please comment on the earnings from this company? Also, would you think it offers good potential from business standpoint. Thanks

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Read Answer Asked by Imtiaz on May 11, 2021

• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
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• Roku Inc. (ROKU $94.88)
  • $94.88 Cap: $13.82B
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• Pinterest Inc. Class A (PINS $25.51)
  • $25.51 P/E (TTM): 8.64X Cap: $16.74B
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• CrowdStrike Holdings Inc. (CRWD $512.34)
  • $512.34 Cap: $128.57B
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Q: Please comment on Ruku's earnings. If to buy only one for a long-term holding from the above names, which one would you buy now? Thank you.

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Read Answer Asked by David on May 10, 2021

• RingCentral Inc. Class A (RNG $28.27)
  • $28.27 Cap: $2.28B
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Q: Ring Central showing great weakness.
Your comments please.

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Read Answer Asked by claudette on May 10, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Ichor Holdings (ICHR $16.21)
  • $16.21 Cap: $526M
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• Ultra Clean Holdings Inc. (UCTT $24.90)
  • $24.90 Cap: $1.04B
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Q: PHO Should we wait for a higher offer or sell as it is dead money and is trading at the take out price? Which stocks would be a good replacement either in Canada or US with the same risk profile as PHO?
Thank you for your service!

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Read Answer Asked by Ozzie on May 10, 2021

• Pinterest Inc. Class A (PINS $25.51)
  • $25.51 P/E (TTM): 8.64X Cap: $16.74B
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• Palantir Technologies Inc. (PLTR $163.55)
  • $163.55 P/E (TTM): 516.17X Cap: $386.71B
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• Unity Software Inc. (U $42.58)
  • $42.58 Cap: $17.79B
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Q: Where do you see a bottom for these 3 stocks? Do you think it is worth stepping in to any or all?

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Read Answer Asked by Mike on May 10, 2021

• The Trade Desk Inc. (TTD $39.09)
  • $39.09 P/E (TTM): 45.57X Cap: $18.88B
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Q: Just wanted to confirm your earlier answer on TTD . With those numbers I find it hard to believe there isn't some other reason for the stampede for the door . An 18% drop on good numbers and outlook makes me think there has to be some negative news out there somewhere that a whole bunch of investors can see .... It makes no sense to me, and if there is no news it sure looks like an opportunity to step into a stock I have been following for a while ......Your thoughts ?

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Read Answer Asked by Garth on May 10, 2021

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $125.82)
  • $125.82 P/E (TTM): 16.79X Cap: $27.18B
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• Topicus.com Inc. (TOI $125.74)
  • $125.74 P/E (TTM): 1047.94X Cap: $10.45B
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Q: Hi Team Can you please compare CGI and Topicus as to there relative growth and safety-and which would be your preference for a TFSA investment. I have CGI and I am considering changing half or all to Topicus.. Thank you and best regards gary

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Read Answer Asked by Gary on May 10, 2021

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Please comment on today's earnings report. Thanks.

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Read Answer Asked by Greg on May 10, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.67)
  • $15.67 Cap: $2.08B
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• Topicus.com Inc. (TOI $125.74)
  • $125.74 P/E (TTM): 1047.94X Cap: $10.45B
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Q: On a scale of one to ten, with ten being riskiest, what would you rate these two tech stocks at in a two to five year window disregarding any orher factors, thanks?

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Read Answer Asked by Pat on May 10, 2021

• Constellation Software Inc. (CSU $3,396.27)
  • $3,396.27 P/E (TTM): 74.74X Cap: $71.69B
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• Enghouse Systems Limited (ENGH $20.13)
  • $20.13 P/E (TTM): 14.8X Cap: $1.10B
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• Topicus.com Inc. (TOI $125.74)
  • $125.74 P/E (TTM): 1047.94X Cap: $10.45B
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Q: Choosing between ENGH, TOI or CSU, what will be the name to add to at the moment?

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Read Answer Asked by Eugene on May 10, 2021

• BIGG Digital Assets Inc. (BIGG)
  • Cap: $51M
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Q: Good morning, any specific reason why this stock is dropping
Thanks,
Peter

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Read Answer Asked by Peter on May 10, 2021