Investment Q&A

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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• Broadcom Inc. (AVGO $333.22)
  • $333.22 P/E (TTM): 64.85X Cap: $1.47T
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• NVIDIA Corporation (NVDA $186.51)
  • $186.51 P/E (TTM): 43.22X Cap: $4.17T
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• State Street SPDR S&P Semiconductor ETF (XSD $358.93)
  • $358.93 P/E (TTM): 35.64X Cap: $1.70B
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• Ichor Holdings (ICHR $32.06)
  • $32.06 Cap: $980M
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• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $349.28)
  • $349.28 P/E (TTM): 40.76X Cap: $20.04B
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• Ultra Clean Holdings Inc. (UCTT $48.35)
  • $48.35 Cap: $1.99B
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• VanEck Vectors Semiconductor ETF (SMH $402.74)
  • $402.74 P/E (TTM): 35.18X Cap: $41.65B
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Q: There is a global shortage of semiconductors and I would like to know which Companies will benefit most in 2021. Can you please recommend what are your Top 5 stocks in this space and your reasons for picking them. Thank You.

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Read Answer Asked by ALNOOR on March 02, 2021

• SailPoint Inc. (SAIL)
  • Cap: $8.01B
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• LivePerson Inc. (LPSN $3.00)
  • $3.00 Cap: $37M
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Q: What are your thoughts on LPSN and Sail? How is the management, Debt and would you recommend as buy, Sell or Hold.

My service expires this month - will it renew automatically or do I have to pay manually.

Thanks for the great service

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Read Answer Asked by Hector on March 02, 2021

• Roper Technologies Inc. (ROP $361.67)
  • $361.67 P/E (TTM): 24.77X Cap: $37.78B
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Q: Can I please have your thoughts on this company as a long term compounder in the future? Also, If you could comment on valuation that would be great.

Thanks

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Read Answer Asked by Keith on March 02, 2021

• Adobe Inc. (ADBE $267.50)
  • $267.50 P/E (TTM): 17.06X Cap: $110.58B
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• Microsoft Corporation (MSFT $401.09)
  • $401.09 P/E (TTM): 29.46X Cap: $2.92T
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Q: I have Microsoft and Adobe in my RRSP and would like to add to one of them. In your opinion, which one has better growth potential in terms of stock price appreciation in the next 1-2 years....and what are your reasons for picking one or the other ?

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Read Answer Asked by ALNOOR on March 02, 2021

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.75)
  • $61.75 P/E (TTM): 30.32X Cap: $4.07B
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT $63.96)
  • $63.96 P/E (TTM): 57.34X Cap: $644M
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Q: I am underweight technology exposure in my portfolio which is limited to a 5% position in ZQQ. What would your 5 top Canadian technology picks be in order of preference and what is your preferred Canadian listed ETF in the sector? Thanks.

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Read Answer Asked by Don on March 02, 2021

• Walmart Inc. (WMT $131.59)
  • $131.59 Cap: $1.01T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $152.27)
  • $152.27 P/E (TTM): 84.06X Cap: $198.32B
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• BigCommerce Holdings Inc. (BIGC)
  • Cap: $382M
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Q: BigCommerce Holdings looks like it entered a promising partnership with Wal-Mart. How do you like the name and their future prospects as they compete n the same space with shopify etc..

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Read Answer Asked by Chris on March 01, 2021

• Voxtur Analytics Corp. (VXTR $0.01)
  • $0.01 Cap: $3M
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Q: Please comment on this IPO ? What it does, risk and potential?
thanks.

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Read Answer Asked by victor on March 01, 2021

• TECSYS Inc. (TCS $24.70)
  • $24.70 P/E (TTM): 68.31X Cap: $365M
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Q: Could I have your views on the 3rd quarter results for TCS announced yesterday. Thanks

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Read Answer Asked by Jacques on March 01, 2021

• Broadcom Inc. (AVGO $333.22)
  • $333.22 P/E (TTM): 64.85X Cap: $1.47T
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Q: Broadcom has slipped a bit lately. Is this just profit taking in advance of their quarterly report 04 March?

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Read Answer Asked by Stephen on March 01, 2021

• Sylogist Ltd. (SYZ $3.90)
  • $3.90 Cap: $87M
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• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
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Q: I am considering selling SYZ to buy DND. As a growth investor does this seem like a reasonable plan?

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Read Answer Asked by Danny on March 01, 2021

• Plug Power Inc. (PLUG $2.09)
  • $2.09 Cap: $2.59B
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Q: Hi Team,

Can you give your opinion on the results out of PLUG?

Thanks!

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Read Answer Asked by David on March 01, 2021

• Palantir Technologies Inc. (PLTR $136.25)
  • $136.25 P/E (TTM): 332.24X Cap: $309.87B
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Q: can you comment on this company for US exposure in the growth side of a portfolio of a long term investor? Or is it too risky

Thanks

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Read Answer Asked by Sean on March 01, 2021

• Kinaxis Inc. (KXS $127.32)
  • $127.32 P/E (TTM): 71.32X Cap: $3.46B
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• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
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• Topicus.com Inc. (TOI $94.52)
  • $94.52 P/E (TTM): 833.17X Cap: $8.05B
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Q: Good morning. I'm trying to decide on whether to add to my existing KXS or start a new position in either DND or TOI. I have a long time frame. Are the prospects for DND/TOI compelling enough to start one or even two new positions or should I just build on KXS, which you suggested way back and which has been a stellar performer.

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Read Answer Asked by alex on February 26, 2021

• Open Text Corporation (OTEX $34.08)
  • $34.08 P/E (TTM): 12.08X Cap: $7.86B
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Q: Hi Guys
Simply Wall Street, is showing future annual earnings growth at 104.2 %, is this in line with your data? Also can you comment on their declining margins, which i have as 2.7%
I stepped in today for a 1/3 position, what do you think?
Thanks Gord

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Read Answer Asked by Gordon on February 26, 2021

• TECSYS Inc. (TCS $24.70)
  • $24.70 P/E (TTM): 68.31X Cap: $365M
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Q: How much overlap (competition) does Tecsys have with KXS? Given that TCS price has dropped after a sold quarterly report, can we expect a similar drop when KXS reports next week, regardless of strong numbers? If you were sitting at a KXS board meeting and the subject of purchasing / takeover of TCS came up... what reply would you have?

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Read Answer Asked by Harry on February 26, 2021

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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• TELUS International (Cda) Inc. Subordinate (TIXT)
  • Cap: $1.20B
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Q: Hello,
TIXT has both Canadian and US listings. Could you please tell me what the difference is? Is there merit in owning one rather than another of these?
Thanks,
V

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Read Answer Asked by V on February 26, 2021

• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: Given DND's drop in price, do you still prefer TIXT for long term growth?

Thanks.
Howard

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Read Answer Asked by Howard on February 26, 2021

• Enghouse Systems Limited (ENGH $17.87)
  • $17.87 P/E (TTM): 13.37X Cap: $977M
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Q: ENGH is trading close to its price of a year ago. what was its P/E PEG P/S. one year ago compared to the current metrics. what would you consider a good entry point? thanks Richard

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Read Answer Asked by richard on February 26, 2021

• Amazon.com Inc. (AMZN $209.52)
  • $209.52 P/E (TTM): 32.91X Cap: $2.38T
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• Meta Platforms Inc. (META $662.05)
  • $662.05 P/E (TTM): 29.63X Cap: $1.69T
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• Alphabet Inc. (GOOG $323.73)
  • $323.73 P/E (TTM): 32.91X Cap: $3.99T
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• Microsoft Corporation (MSFT $401.09)
  • $401.09 P/E (TTM): 29.46X Cap: $2.92T
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• NVIDIA Corporation (NVDA $186.51)
  • $186.51 P/E (TTM): 43.22X Cap: $4.17T
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Q: Hi!

What names in large cap tech in the U.S. do you think is attractively valued right now? I'm looking at MSFT and GOOGL right now.

Jason

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Read Answer Asked by Jason on February 26, 2021

Q: Hello. Any thoughts, comments, opinions on Loop Energy?

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Read Answer Asked by Robert on February 26, 2021