Investment Q&A

• Magnite Inc. (MGNI $16.18)
  • $16.18 P/E (TTM): 41.0X Cap: $2.36B
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Q: Mgni is at all time high, would you buy at current price? Thanks

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Read Answer Asked by Hue on January 25, 2021

• Mitek Systems Inc. (MITK $10.49)
  • $10.49 P/E (TTM): 55.69X Cap: $482M
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Q: I believe MITK earnings are coming out later this week and I’m wondering what your opinion is on picking up a small position before earnings and possibly adding to it after earnings. Do you feel earnings could be better than estimates and maybe it makes more sense to buy a larger position before they come out or just wait and buy after we see the results of their earnings.
Thanks John

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Read Answer Asked by John on January 25, 2021

• Netflix Inc. (NFLX $93.29)
  • $93.29 P/E (TTM): 39.43X Cap: $395.04B
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• Haivision Systems Inc. (HAI $5.50)
  • $5.50 Cap: $150M
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Q: Any idea why such a big move with this company on Friday. I own a small position and could not find any news. I’m wondering whether I should add to it or should I wait?
Thanks John

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Read Answer Asked by John on January 25, 2021

• Facedrive Inc. (FD)
  • P/E (TTM): -1.8X Cap: $73M
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Q: I know that you are not a fan of this company. Have you looked at it after there last quarter. To me it just looks like where we will do things in the future and how. Seems to do more than a Uber and a DoorDash. Could it be something in the future like when Amazon and Tesla and everybody told us not to touch them in there early days? Too much debt, no earnings, over valued, to much risk. What do you think?
Thanks Again

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Read Answer Asked by eugene on January 22, 2021

• Palantir Technologies Inc. (PLTR $193.51)
  • $193.51 P/E (TTM): 460.43X Cap: $462.33B
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Q: Hi Team,
Any news behind 11% jump today? and could you tell us what are the risks with PLTR?
Thanks!

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Read Answer Asked by Issaku on January 22, 2021

• Docebo Inc. (DCBO $30.46)
  • $30.46 P/E (TTM): 29.25X Cap: $876M
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Q: Can you comment on recent news and thoughts going forward for this company.

Thanks

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Read Answer Asked by Greg on January 22, 2021

• Docebo Inc. (DCBO $30.46)
  • $30.46 P/E (TTM): 29.25X Cap: $876M
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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 $45.83)
  • $45.83 P/E (TTM): 17.5X Cap: $11.71B
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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 $52.78)
  • $52.78 P/E (TTM): 85.16X Cap: $1.25B
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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 $6.91)
  • $6.91 Cap: $231M
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• Twilio Inc. Class A (TWLO $140.64)
  • $140.64 P/E (TTM): 363.44X Cap: $21.52B
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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 $383.53)
  • $383.53 P/E (TTM): 227.87X Cap: $27.64B
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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 $187.68)
  • $187.68 P/E (TTM): 44.91X Cap: $4.46T
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• Lightspeed Commerce Inc. Subordinate (LSPD $12.28)
  • $12.28 Cap: $1.66B
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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 $30.46)
  • $30.46 P/E (TTM): 29.25X Cap: $876M
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• Dye & Durham Limited (DND $4.17)
  • $4.17 Cap: $280M
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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 $11.13)
  • $11.13 Cap: $690M
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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 $230.66)
  • $230.66 P/E (TTM): 32.11X Cap: $2.44T
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• Meta Platforms Inc. (META $664.49)
  • $664.49 P/E (TTM): 29.17X Cap: $1.66T
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• Alphabet Inc. (GOOG $314.98)
  • $314.98 P/E (TTM): 30.46X Cap: $3.70T
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• Microsoft Corporation (MSFT $486.86)
  • $486.86 P/E (TTM): 34.56X Cap: $3.60T
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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 $2.18)
  • $2.18 Cap: $72M
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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 $620.39)
  • $620.39 P/E (TTM): 36.83X Cap: $408.98B
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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 $5.47)
  • $5.47 Cap: $130M
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.56)
  • $127.56 P/E (TTM): 17.42X Cap: $27.85B
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• Constellation Software Inc. (CSU $3,274.62)
  • $3,274.62 P/E (TTM): 77.96X Cap: $70.09B
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• Descartes Systems Group Inc. (The) (DSG $121.59)
  • $121.59 P/E (TTM): 53.1X Cap: $10.58B
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• Enghouse Systems Limited (ENGH $20.37)
  • $20.37 P/E (TTM): 15.41X Cap: $1.12B
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• Open Text Corporation (OTEX $45.83)
  • $45.83 P/E (TTM): 17.5X Cap: $11.71B
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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 $5.48)
  • $5.48 Cap: $3.19B
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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