Investment Q&A

Q: I would appreciate your opinion of MIME.

Thank you, Peter

Q: I
May I have an updated opinion of CDAY.

Q: UPWK has certainly seen it's stock price rising and is now considered quite overvalued. However, it has established a solid base of business and seems 'right for the times'. Your view?

Q: How much more upside do you see in this name (Shopify) and now does it being added to the index bode for near term upside? To what extent will it rally with ETFs and what not accumulating it through index funds? Thank you.

Q: I see this companies stock had quite a surge. Do you have an opinion on it???

Q: I was considering selling Enghouse based on the most recent earnings report and buying either Shopify or Open text.

Q: Any reason for the sharp uptick in the share price today?

Q: In a post last week you noted that OTEX insiders own 2.2% of the company. This does not appear to be a significant amount. Thus, I was a little concerned to see that OTEX made the top 5 list for net insider selling on the Canadian Insider website, with over 200,000 shares sold. Do you think there is reason to be concerned?

Q: Hi,
I'm currently holding SHOP with a large gain and the position is close to 10% of my portfolio. What do you think about trimming that position and investing some of the profits into LSPD currently? Would you wait a quarter first before buying LSPD or average into the position over the next year? Also these two companies operate fairly similar, what are the main differences?

Thank you!

Q: could you add this symbol? what is the outlook, for this company and stock? it seems to have some interesting features.

Q: Your comments please on Nvidia’s purchase of Mallenox. Do you anticipate an equity raise or a competing bid?
Thank you

Q: An American stock so apologies on that, but it has doubled in 11 weeks and it looks like the bluest of blue skies for this company. Your views?

Q: What are your thoughts on this one? I'm looking for growth.

Q: After reading a detailed report of the semi space I'm more confused than before. A brief comparison and outlook of these 3 please? Deduct credits as you see fit of course.

Q: When answering Scott's question about the lightspeed IPO you said Shopify is 10X sales. On the 5i's website under companies it says SHOP is 55X sales and on Yahoo finance it says 25X sales on the TSX and 19X in the US.

Can you tell me where these discrepancies come from? It makes it difficult to compare companies. Is it best just to do the math yourself?

Thanks.

Q: Hi there,

Now that the company has IPO'd and the price looks like it's close up at around 19, would you be waiting here to enter into a position? If so, what would be a good entry point and how much of a weighting in a portfolio seems reasonable considering the risk.

Thanks!

Q: Good Morning,

What would be your top 2 or 3 picks for cloud space investments in the USA and Canada?

Thank you!
David

Q: I would appreciate your comments on ENG's earnings release.

Thank you, Peter

Q: Good Day Team,

Between VEEV and AYX which would you prefer for long term and why? Would you please compare them on their:
1- Quality of management, 2- Software competitiveness, 3- Potential for growth, 4- Current valuation, 5- Balance Sheet.

Much appreciated as always!

Q: Hi team,

As you know from my questions, I like tech and am a growth investor. I do own some lower beta non-tech stocks as a counter-balance; I just don’t ask a lot of questions on them. The cloud is working these days, with a few normal hiccups. I follow a ton of stocks in the space, so I will ask about five (down from ten) that were bid very high going into earnings, that is, TEAM, TTD, SPLK, AYX, WDAY. Earnings and guidance, as far as I can recall were great, yet the stocks sold off. I attribute it to normal profit taking after big run-ups. I own TTD and TEAM. I owned WDAY in the past, but sold it prematurely. I am a bit shocked and impressed today how AYX shot up about 5% when the market had an awful day. I could see no news on that on the websites I check. Any reason for that? How would you rank these five for growth prospects over the next several years and are there any red flags or undue risks for any so that you would avoid that company?

Thanks again,
Dave