Investment Q&A

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
  • View PHO Profile
  • View Questions on PHO
  • View Reports on PHO
• Ultra Clean Holdings Inc. (UCTT $52.90)
  • $52.90 Cap: $2.40B
  • View UCTT Profile
  • View Questions on UCTT

Q: Just wondering if you thought UCTT might be a good replacement for PHO when it gets taken over?

TIA

Upvote 0

Read Answer Asked by Gerald on June 10, 2021

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

Q: I'm a happy owner in CTS, but if anyone asked why I own them, I'm not sure I'd have a good answer other than referencing 5i...

Can you sum up quickly what they do, what differentiates them and why their stock price has done so well lately? What will they need to do to keep the momentum running (short of not messing up).

Cam.

Upvote 0

Read Answer Asked by Cameron on June 09, 2021

• UiPath Inc. Class A (PATH $11.97)
  • $11.97 P/E (TTM): 28.24X Cap: $6.34B
  • View PATH Profile
  • View Questions on PATH

Q: Hello,

Can you please comment on recent results? Would you recommend purchasing this stock at current levels?

Thanks!

Upvote 0

Read Answer Asked by Naim on June 09, 2021

• BlackLine Inc. (BL $37.14)
  • $37.14 P/E (TTM): 95.82X Cap: $2.21B
  • View BL Profile
  • View Questions on BL

Q: BL has been slowly losing ground the past couple of months after a strong steady run up. Seems to be a laggard now. Do you see growth or is it time to move on to something else that offers more growth prospect. If so, what are your recommendations (US based).

Upvote 0

Read Answer Asked on June 09, 2021

• Roku Inc. (ROKU $100.17)
  • $100.17 Cap: $14.82B
  • View ROKU Profile
  • View Questions on ROKU

Q: When was the last time Roku issued new shares and how much? Would you consider them a "shareholder friendly company"?

Thanks

Upvote 0

Read Answer Asked by Dennis on June 09, 2021

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • View NVEI Profile
  • View Questions on NVEI
• Paysafe Limited (PSFE $7.56)
  • $7.56 Cap: $480M
  • View PSFE Profile
  • View Questions on PSFE

Q: What are your thoughts on PSFE now that it has reported quarterly results? Is it a buy for significant growth over the next 2 years. I recently purchased NVEI as well (on the dip) and have been pleased so far. Thanks.

Upvote 0

Read Answer Asked by Rob on June 08, 2021

Q: Hi,
Can you provide a list of 5 Canadian companies who specialize in automation in order stability and growth.
Thank you
Ed

Upvote 0

Read Answer Asked by Edward on June 08, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.06)
  • $13.06 Cap: $1.79B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: If you were the Dax - what would be LSPD strategy going forward 12 months?
Clayton

Upvote 0

Read Answer Asked by Clayton on June 08, 2021

• Box Inc. Class A (BOX $25.44)
  • $25.44 P/E (TTM): 20.69X Cap: $3.64B
  • View BOX Profile
  • View Questions on BOX

Q: Could you please comment on the modified Dutch auction? Would the tax implications of participating be any different than an outright sale?

Upvote 1

Read Answer Asked by chris on June 08, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.06)
  • $13.06 Cap: $1.79B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: There have always been comparisons btw Lspd and Shop. Now with the recent acquisition Lspd is truly competing head on with shop, at least in certain industries. Do you think shop would buy them at some point?

Upvote 0

Read Answer Asked by James on June 08, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.06)
  • $13.06 Cap: $1.79B
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD
• Topicus.com Inc. (TOI $111.06)
  • $111.06 P/E (TTM): 339.61X Cap: $14.21B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Happy Friday. Have some cash in my TFSA and would like to purchase either Topicus or Lightspeed for maximum growth.
Which would be your preference?

Upvote 0

Read Answer Asked by Dr Lorraine on June 07, 2021

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • View NVEI Profile
  • View Questions on NVEI
• Topicus.com Inc. (TOI $111.06)
  • $111.06 P/E (TTM): 339.61X Cap: $14.21B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Between NVEI and TOI which one do you favour and why?
Thanks.

Upvote 0

Read Answer Asked by Michael on June 07, 2021

• DocuSign Inc. (DOCU $48.69)
  • $48.69 P/E (TTM): 34.05X Cap: $9.75B
  • View DOCU Profile
  • View Questions on DOCU

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 know weightings are personal, but if you were holding DOCU what kind of weighting would you be looking at.

Thanks so much for the fantastic service and recommendation of DOCU at the beginning of the pandemic!

Upvote 0

Read Answer Asked by Justin on June 07, 2021

• Himax Technologies Inc. (HIMX $7.72)
  • $7.72 P/E (TTM): 16.09X Cap: $1.35B
  • View HIMX Profile
  • View Questions on HIMX

Q: i am up 85% with a small position in Himax. HIMX
Is there still looking like room to run with this one?

Upvote 0

Read Answer Asked by Tom on June 07, 2021

• Topicus.com Inc. (TOI $111.06)
  • $111.06 P/E (TTM): 339.61X Cap: $14.21B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Hello… I didn’t see a response so I am resubmitting the question below just in case. Thank you for your help.

I read your report on Topicus. Thank you for putting this together. In the report you state Topicus trades at 10 times sales, however, in the peer analysis it states the price to sales is 3.73. Can you please help me understand the discrepancy or what my misunderstanding is?

Also, I very arbitrary question, but just looking for your opinion - at what price is the stock a generational opportunity and at what price is the stock a bargain?

Upvote 0

Read Answer Asked by James on June 07, 2021

• Kinaxis Inc. (KXS $143.64)
  • $143.64 P/E (TTM): 82.32X Cap: $3.73B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• CrowdStrike Holdings Inc. (CRWD $434.13)
  • $434.13 Cap: $108.79B
  • View CRWD Profile
  • View Questions on CRWD

Q: Good morning,

CRWD or KXS - which one for growth?

Thanks,
Robert

Upvote 0

Read Answer Asked by Robert on June 07, 2021

• DocuSign Inc. (DOCU $48.69)
  • $48.69 P/E (TTM): 34.05X Cap: $9.75B
  • View DOCU Profile
  • View Questions on DOCU

Q: Hi, could I please get your comments on DOCU's earnings and guidance. It looks like the market was pleased. Thanks.

Upvote 0

Read Answer Asked by William on June 07, 2021

• Thinkific Labs Inc. Common Shares (THNC $1.65)
  • $1.65 P/E (TTM): 207.47X Cap: $114M
  • View THNC Profile
  • View Questions on THNC

Q: In your opinion what would both a good and great price be to enter in to THNK? Thanks.

Upvote 0

Read Answer Asked by Jeff on June 07, 2021

• CrowdStrike Holdings Inc. (CRWD $434.13)
  • $434.13 Cap: $108.79B
  • View CRWD Profile
  • View Questions on CRWD

Q: Hello, taking into consideration the current tailwinds in cyber security and the good financial results reported by CrowdStrike, I do not understand why its shares are down by almost 4.5% (Friday). Is there a specific reason that could explain this? Thank you

Upvote 0

Read Answer Asked by Gervais on June 07, 2021

• Cisco Systems Inc. (CSCO $76.21)
  • $76.21 P/E (TTM): 28.29X Cap: $301.02B
  • View CSCO Profile
  • View Questions on CSCO
• Accenture plc Class A (Ireland) (ACN $209.36)
  • $209.36 P/E (TTM): 17.77X Cap: $138.26B
  • View ACN Profile
  • View Questions on ACN
• BlackBerry Limited (BB $4.72)
  • $4.72 Cap: $2.75B
  • View BB Profile
  • View Questions on BB
• Amplify Cybersecurity ETF (HACK $78.23)
  • $78.23 P/E (TTM): 35.21X Cap: $1.97B
  • View HACK Profile
  • View Questions on HACK
• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $66.28)
  • $66.28 P/E (TTM): 33.62X Cap: $10B
  • View CIBR Profile
  • View Questions on CIBR
• CrowdStrike Holdings Inc. (CRWD $434.13)
  • $434.13 Cap: $108.79B
  • View CRWD Profile
  • View Questions on CRWD
• Gen Digital Inc Com (NLOK)
  • P/E (TTM): 15.5X Cap: $14.41B
  • View NLOK Profile
  • View Questions on NLOK
• Proofpoint Inc. (PFPT $175.90)
  • View PFPT Profile
  • View Questions on PFPT

Q: is there on ETF you recommend that invests primarily in the cybersecurity industry? if so name the companies and their percentage representation in the portfolio thanks Richard

Upvote 0

Read Answer Asked by richard on June 07, 2021