Investment Q&A

• Docebo Inc. (DCBO $39.35)
  • $39.35 P/E (TTM): 40.2X Cap: $1.12B
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Q: What's going on with this company,why did it drop so much on it's news release?

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Read Answer Asked by terry on January 22, 2021

Q: Hi 5i team,
I follow a number of communications and 5G stocks. CLFD rose 13% yesterday but I see no news on it. As I understand it, CLFD is more or less a picks and shovels player for fibre networks, providing the glass enclosure. So, I do not know if it has any competitive advantages or not. I just thought I would get your opinion on it. I do not see it in your database.
Thanks again for the insight.
Dave

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Read Answer Asked by Dave on January 22, 2021

• Open Text Corporation (OTEX $55.11)
  • $55.11 P/E (TTM): 23.83X Cap: $14.01B
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Q: Hi Team

this stock is going up in the last few weeks
approaching $ 60 which could be a new time high
are there any news such as earnings ? or favorable reports?

is it too expensive to jump in? it pays a nice dividend while one waits

Buy more or sell or Hold ?
thanks for the great work
Michael

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Read Answer Asked by Michael on January 21, 2021

• Proto Labs Inc. (PRLB $54.35)
  • $54.35 P/E (TTM): 91.07X Cap: $1.29B
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Q: What are your thoughts on the prospect of Proto Labs and the growth of 3D printing.

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Read Answer Asked by RALPH on January 21, 2021

• Sangoma Technologies Corporation (STC $7.04)
  • $7.04 Cap: $246M
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• Twilio Inc. Class A (TWLO $114.49)
  • $114.49 P/E (TTM): 1125.6X Cap: $17.27B
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Q: Do these two companies essentially provide the same services? It appears STC is currently profitable and TWLO is not. Do you think STC is misunderstood by the street?

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Read Answer Asked by Curtis on January 21, 2021

• Lumentum Holdings Inc. (LITE $193.80)
  • $193.80 P/E (TTM): 484.59X Cap: $12.53B
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Q: Hi 5i Team,
Lumentum reported preliminary 2Q result share dropped 11% yesterday.

Pls comment it’s future outlook and also your view of the Coherent acquisition announced today.
Should I continue to hold?
Thank you for your professional advice.

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Read Answer Asked by Pui on January 21, 2021

• NVIDIA Corporation (NVDA $191.49)
  • $191.49 P/E (TTM): 53.07X Cap: $4.52T
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• Lightspeed Commerce Inc. Subordinate (LSPD $12.65)
  • $12.65 Cap: $1.74B
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Q: Hi 5i, With $12,000 sitting in our TFSA account waiting to be invested this year, which would you say is a better investment today for a 3-5 year hold: Lightspeed or Nvidia?
Thanks

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Read Answer Asked by Martha on January 21, 2021

• Docebo Inc. (DCBO $39.35)
  • $39.35 P/E (TTM): 40.2X Cap: $1.12B
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• Dye & Durham Limited (DND $5.00)
  • $5.00 Cap: $336M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: I'm looking at tech companies for a long term hold. How would you rank these three: DND, DCBO and NVEI in terms of share price growth in a year or two? Thanks.

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Read Answer Asked by Victor on January 21, 2021

• Sprout Social Inc (SPT $10.82)
  • $10.82 Cap: $636M
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Q: SPT is ripping but there is no apparant news. Thoughts ? Thank you.

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Read Answer Asked by Paul on January 20, 2021

• Amazon.com Inc. (AMZN $226.97)
  • $226.97 P/E (TTM): 34.18X Cap: $2.39T
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• Meta Platforms Inc. (META $750.82)
  • $750.82 P/E (TTM): 26.79X Cap: $1.85T
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• Alphabet Inc. (GOOG $269.93)
  • $269.93 P/E (TTM): 27.77X Cap: $3.14T
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• Microsoft Corporation (MSFT $531.52)
  • $531.52 P/E (TTM): 38.39X Cap: $3.89T
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Q: Please rate goog, msft, fb and amzn.....in terms of upside/downside.
Which would be 1, 2, 3 and 4 on your list if you had to choose between these 4.
Thanks

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Read Answer Asked by HARRY on January 20, 2021

• Atomera Incorporated (ATOM $3.30)
  • $3.30 Cap: $90M
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Q: Wondering if 5i has any thoughts on this company. I noticed they signed a joint development agreement recently with "an industry leader" but I can't find any news on which chip maker. I'm assuming if this gives one chip maker an edge, others will have to sign on as well?

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Read Answer Asked by dan on January 20, 2021

• INVESCO QQQ Trust (QQQ $628.09)
  • $628.09 P/E (TTM): 36.04X Cap: $399.10B
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Q: There seems to be many etf / index for the nasdaq 100 in terms of different companies offerings, Canadian / us $ , hedged/ unhedged etc
1 if u were to pick one does it matter in terms of return/ mer if it’s purchased in $us or $ can and can u recommend which one in each currency mentioned
2. In addition to above would you recommend any other nasdaq etf such as qqqj or other or would this be a duplicate?
Thank you

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Read Answer Asked by Indra on January 20, 2021

• Sylogist Ltd. (SYZ $6.30)
  • $6.30 Cap: $148M
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $123.19)
  • $123.19 P/E (TTM): 16.15X Cap: $27.43B
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• Constellation Software Inc. (CSU $3,844.22)
  • $3,844.22 P/E (TTM): 92.2X Cap: $81.46B
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• Descartes Systems Group Inc. (The) (DSG $133.78)
  • $133.78 P/E (TTM): 56.98X Cap: $11.59B
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• Enghouse Systems Limited (ENGH $21.06)
  • $21.06 P/E (TTM): 15.51X Cap: $1.16B
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• Open Text Corporation (OTEX $55.11)
  • $55.11 P/E (TTM): 23.83X Cap: $14.01B
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Q: Please rank these CDN tech stocks for 1) growth and 2) value. Thank you.

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Read Answer Asked by Tony on January 20, 2021

• BlackBerry Limited (BB $6.70)
  • $6.70 Cap: $3.94B
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Q: What do you think of BB now.? Further upside to go - $20.? Is it hold or sell? Just got back to the price that I paid a few years ago, many thanks

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Read Answer Asked by Hue on January 20, 2021

• Pure Storage Inc. Class A (PSTG $95.47)
  • $95.47 P/E (TTM): 223.31X Cap: $31.37B
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Q: What is your opinion of Pure Storage. $PSTG.

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Read Answer Asked by Valter on January 19, 2021

• ORBCOMM Inc. (ORBC $11.49)
  • $11.49 Cap: $915M
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Q: Can you please comment on the stock, would you step in at current price?

Thank you,

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Read Answer Asked by Kay on January 19, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $17.70)
  • $17.70 Cap: $2.43B
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Q: Lightspeed’s next quarterly report is the first week of February. If I was increasing my position for a long term hold do I: buy now; buy half now and half after quarterly report; or all later. I do not have an issue with volatility risk.
Clayton

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Read Answer Asked by Clayton on January 19, 2021

• 8x8 Inc (EGHT $1.95)
  • $1.95 Cap: $263M
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Q: Any chance this would be a future Zoom and would you recommend a buy now and does it still own jitsi Thank you

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Read Answer Asked by Deborah on January 19, 2021

• Enghouse Systems Limited (ENGH $21.06)
  • $21.06 P/E (TTM): 15.51X Cap: $1.16B
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Q: Enghouse is a good steady tech holding in my TFSA account that has done well over the years. Do you see it as a good future holding or are there more dynamic options, in Canada or US. I have Can$ and US$ TFSA accounts.
Thanks

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Read Answer Asked by Matthew on January 19, 2021

• Sangoma Technologies Corporation (STC $7.04)
  • $7.04 Cap: $246M
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• Sylogist Ltd. (SYZ $6.30)
  • $6.30 Cap: $148M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Magnite Inc. (MGNI $20.09)
  • $20.09 P/E (TTM): 64.32X Cap: $2.83B
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• Mitek Systems Inc. (MITK $9.58)
  • $9.58 P/E (TTM): 29.14X Cap: $441M
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Q: Good Morning,

Could I get a selection of your favorite small and mid-cap tech stocks that you'd want to start a position in today and build over time.

thanks!

Mark

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Read Answer Asked by Mark on January 19, 2021