Investment Q&A

• Proto Labs Inc. (PRLB $53.22)
  • $53.22 P/E (TTM): 85.7X Cap: $1.26B
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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 $7.50)
  • $7.50 Cap: $248M
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• Twilio Inc. Class A (TWLO $134.24)
  • $134.24 P/E (TTM): 346.08X Cap: $20.35B
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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 $372.09)
  • $372.09 P/E (TTM): 224.54X Cap: $26.38B
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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 $180.93)
  • $180.93 P/E (TTM): 52.36X Cap: $4.39T
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• Lightspeed Commerce Inc. Subordinate (LSPD $12.40)
  • $12.40 Cap: $1.68B
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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 $30.27)
  • $30.27 P/E (TTM): 29.1X Cap: $869M
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• Dye & Durham Limited (DND $4.06)
  • $4.06 Cap: $272M
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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 $11.10)
  • $11.10 Cap: $657M
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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 $230.28)
  • $230.28 P/E (TTM): 32.74X Cap: $2.46T
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• Meta Platforms Inc. (META $652.71)
  • $652.71 P/E (TTM): 28.79X Cap: $1.64T
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• Alphabet Inc. (GOOG $313.70)
  • $313.70 P/E (TTM): 31.69X Cap: $3.77T
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• Microsoft Corporation (MSFT $483.47)
  • $483.47 P/E (TTM): 34.04X Cap: $3.59T
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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 $2.54)
  • $2.54 Cap: $81M
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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 $625.58)
  • $625.58 P/E (TTM): 36.83X Cap: $411.03B
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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 $5.70)
  • $5.70 Cap: $133M
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.31)
  • $124.31 P/E (TTM): 16.92X Cap: $27.24B
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• Constellation Software Inc. (CSU $3,258.08)
  • $3,258.08 P/E (TTM): 75.28X Cap: $69.04B
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• Descartes Systems Group Inc. (The) (DSG $126.99)
  • $126.99 P/E (TTM): 54.37X Cap: $10.91B
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• Enghouse Systems Limited (ENGH $20.15)
  • $20.15 P/E (TTM): 14.82X Cap: $1.11B
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• Open Text Corporation (OTEX $45.99)
  • $45.99 P/E (TTM): 17.27X Cap: $11.58B
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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 $6.00)
  • $6.00 Cap: $3.54B
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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 $75.87)
  • $75.87 P/E (TTM): 175.36X Cap: $25.05B
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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 $17.04)
  • $17.04 Cap: $2.31B
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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 $2.16)
  • $2.16 Cap: $299M
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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 $20.15)
  • $20.15 P/E (TTM): 14.82X Cap: $1.11B
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Q: Enghouse is a good steady tech holding in my TFSA account that has done well over the years. Do you see it as a good future holding or are there more dynamic options, in Canada or US. I have Can$ and US$ TFSA accounts.
Thanks

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Read Answer Asked by Matthew on January 19, 2021

• Sangoma Technologies Corporation (STC $7.50)
  • $7.50 Cap: $248M
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• Sylogist Ltd. (SYZ $5.70)
  • $5.70 Cap: $133M
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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 $16.01)
  • $16.01 P/E (TTM): 39.45X Cap: $2.29B
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• Mitek Systems Inc. (MITK $9.24)
  • $9.24 P/E (TTM): 27.8X Cap: $421M
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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

• Constellation Software Inc. (CSU $3,258.08)
  • $3,258.08 P/E (TTM): 75.28X Cap: $69.04B
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Q: is topicus projected to be profitable in its first year? what percentage of shares will be owned by CSU? will topicus be debt free? on a percentage basis how will revenues be derived country by country? who will be the major competitors of topicus? thanks Richard

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Read Answer Asked by richard on January 18, 2021

• Allegro MicroSystems Inc. (ALGM $28.48)
  • $28.48 Cap: $5.41B
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Q: ALGM Could you please provide an overview for this company.

Many thanks for your exception service.

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Read Answer Asked by Richard on January 15, 2021

• SolarEdge Technologies Inc. (SEDG $32.02)
  • $32.02 Cap: $1.91B
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Q: Any comments on the rather precipitous decline of SEDG today?

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Read Answer Asked by Stephen on January 15, 2021