Investment Q&A

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $82.11)
  • $82.11 P/E (TTM): 42.06X Cap: $746M
  • View XIT Profile
  • View Questions on XIT

Q: Is there and ETF for Cdn. tech stocks?

Upvote 0

Read Answer Asked by Donald on July 02, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $82.11)
  • $82.11 P/E (TTM): 42.06X Cap: $746M
  • View XIT Profile
  • View Questions on XIT
• INVESCO QQQ Trust (QQQ $614.32)
  • $614.32 P/E (TTM): 36.83X Cap: $398.24B
  • View QQQ Profile
  • View Questions on QQQ
• Vanguard Information Technology ETF (VGT $747.08)
  • $747.08 P/E (TTM): 36.22X Cap: $113.57B
  • View VGT Profile
  • View Questions on VGT

Q: Could you recommend a couple of etfs for the tech sector for both the Canadian and U.S. markets ? Thank -you.

Upvote 0

Read Answer Asked by John on July 02, 2020

• Limelight Networks Inc. (LLNW)
  • P/E (TTM): -7.2X Cap: $364M
  • View LLNW Profile
  • View Questions on LLNW

Q: I see only one other question on this stock (2017). Was this actually a 20+ dollar stock? Do you know why it tanked so badly over a decade ago? Would it be better now that there is more and more streaming demand? It doesn't seem to get a lot of attention.

TIA!

Upvote 0

Read Answer Asked by Wayne on July 02, 2020

Q: Tech companies are at all time high, it feels that we are again reaching a tech bubble. Is it time to lighten-up on tech companies/ funds/ETFs. What are the signs of reaching bubbles and how does this compare to previous cases of sector bubbles?

Thanks

Upvote 0

Read Answer Asked by Saad on July 02, 2020

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
  • View MAXR Profile
  • View Questions on MAXR
  • View Reports on MAXR

Q: Thoughts please on the latest acqusition of Vricon and the the refinacing of some debt at better rates ? The stock has certainly been on a tear since earnings release in May. Still own this from when you had it in the BE portfolio and am thinking of adding to it on the positive momentum. Thx

Upvote 0

Read Answer Asked by blake on June 29, 2020

• Constellation Software Inc. (CSU $3,384.99)
  • $3,384.99 P/E (TTM): 76.82X Cap: $71.97B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $114.84)
  • $114.84 P/E (TTM): 48.32X Cap: $9.98B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG

Q: In the Tech Sector I have MSFT (8%), AAPL (7%), SWKS (4%), KXS (3%). I am considering adding a 2% position in either CSU or DSG. Which would you recommend and why?

Upvote 0

Read Answer Asked by Steven on June 29, 2020

• PayPal Holdings Inc. (PYPL $61.94)
  • $61.94 P/E (TTM): 12.19X Cap: $57.28B
  • View PYPL Profile
  • View Questions on PYPL
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $224.63)
  • $224.63 P/E (TTM): 87.84X Cap: $288.87B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Paysign Inc. (PAYS $5.15)
  • $5.15 P/E (TTM): 39.08X Cap: $284M
  • View PAYS Profile
  • View Questions on PAYS

Q: How do I play the demise of wirecard? Would a competitor swoop in and take all the market share? If so which company would in your opinion be the most capable of doing so? Pypl? Sq? Maybe even shop? Any others worth considering?

Upvote 0

Read Answer Asked by dan on June 29, 2020

• Constellation Software Inc. (CSU $3,384.99)
  • $3,384.99 P/E (TTM): 76.82X Cap: $71.97B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: hello 5i Research team, Csu : do you know if the future spinoff of CSU on the Netherlands exchange going to trade as an ADR on another exchange? Do you know if it is expensive for retail investors to trade on the Netherland exchange? Do you think CSU is victim of conglomerate discount and that such spinoff is a reflection it? CSU recently nominated 4 new board members. It’s not often a company nominates 4 new board members. Do you think something is brewing for such a stable company? Thank you for your collaboration, Eric

Upvote 0

Read Answer Asked by Eric on June 29, 2020

• Veritone Inc. (VERI $4.24)
  • $4.24 Cap: $375M
  • View VERI Profile
  • View Questions on VERI

Q: This American A I company has absolutely zoomed as of late. Do you have any information or recommendations on it?
Thnks Dennis

Upvote 0

Read Answer Asked by Dennis on June 26, 2020

• Paysign Inc. (PAYS $5.15)
  • $5.15 P/E (TTM): 39.08X Cap: $284M
  • View PAYS Profile
  • View Questions on PAYS

Q: Can you please provide an update on company. What was responsible for the 25% gain today. Is it still a compelling stock to hold, or would you take profits. It’s a 1.5% position of mine.
Thanks

Upvote 0

Read Answer Asked by Karim on June 25, 2020

• Canadian Solar Inc. (CSIQ $25.52)
  • $25.52 Cap: $1.51B
  • View CSIQ Profile
  • View Questions on CSIQ
• Xebec Adsorption Inc. (XBC $0.51)
  • $0.51 Cap: $78M
  • View XBC Profile
  • View Questions on XBC
  • View Reports on XBC
• Greenlane Renewables Inc. (GRN $0.23)
  • $0.23 P/E (TTM): 20.5X Cap: $34M
  • View GRN Profile
  • View Questions on GRN

Q: Could you give your top picks on solar and/or wind energy, Canadian or US. Preferably small to mid cap.

What are your thoughts on EVSI.

Upvote 0

Read Answer Asked by Tanner on June 25, 2020

• Evertz Technologies Limited (ET $13.38)
  • $13.38 P/E (TTM): 16.25X Cap: $1B
  • View ET Profile
  • View Questions on ET

Q: I bought this for stability and income and then, yesterday's drop. What are your thoughts on the announcement and would you continue to hold if you have a long term horizon? Thank-you

Upvote 0

Read Answer Asked by Alex on June 25, 2020

Q: Hello team,
Just the point of view, " Starlink " , what do you see if it will changes the whole pic in traditional tele sector? would be the cut the cable story repeats again in the future?
thanks

Upvote 0

Read Answer Asked by LEI on June 25, 2020

• ProShares Short QQQ -1x Shares (PSQ $30.48)
  • $30.48 Cap: $598M
  • View PSQ Profile
  • View Questions on PSQ

Q: Is there and could you recommend, any ETF or fund, that actively shorts ?
Specifically Tech Sector but any area that looks to be overbought.
Thanks

Upvote 0

Read Answer Asked by Cacey on June 24, 2020

• Evertz Technologies Limited (ET $13.38)
  • $13.38 P/E (TTM): 16.25X Cap: $1B
  • View ET Profile
  • View Questions on ET

Q: I'm out of touch with big broadcasting technology, but I can quite easily livestream on many platforms. Is Evertz well adapted to modern/future broadcast solutions? How do you think they have fared during covid? Would customer needs have changed, i.e. more demand?

Upvote 0

Read Answer Asked by Patrick on June 24, 2020

• Akamai Technologies Inc. (AKAM $90.43)
  • $90.43 P/E (TTM): 25.83X Cap: $13.05B
  • View AKAM Profile
  • View Questions on AKAM
• Fastly Inc. Class A (FSLY $11.75)
  • $11.75 Cap: $1.84B
  • View FSLY Profile
  • View Questions on FSLY

Q: In Late April you answered my Increased data and Internet Traffic Question with Akamai and Fastly , Thank You !
Fastly has been on a Rip and Akamai is virtually flat would you add to either at this point ? Any others you would add in this space ?
Many Thanks
Greg

Upvote 0

Read Answer Asked by Greg on June 24, 2020

• Atlassian Corporation (TEAM $148.69)
  • $148.69 Cap: $39.21B
  • View TEAM Profile
  • View Questions on TEAM
• Twilio Inc. Class A (TWLO $128.37)
  • $128.37 P/E (TTM): 318.95X Cap: $19.48B
  • View TWLO Profile
  • View Questions on TWLO
• DocuSign Inc. (DOCU $68.94)
  • $68.94 P/E (TTM): 49.57X Cap: $13.66B
  • View DOCU Profile
  • View Questions on DOCU
• Zoom Communications Inc. (ZM $85.05)
  • $85.05 P/E (TTM): 20.74X Cap: $25.84B
  • View ZM Profile
  • View Questions on ZM
• Slack Technologies Inc. Class A (WORK $45.20)
  • $45.20 Cap: $26.51B
  • View WORK Profile
  • View Questions on WORK

Q: If work at home flourishes post pandemic what are your top 5 picks as stocks that have the best chance of benefitting in that environment?

Upvote 0

Read Answer Asked by JAMES on June 23, 2020

Q: I presently have TEC and I wonder if it is worth getting into CLOUD. Would I be doubling up in the market or is CLOUD really different from the TEC holdings

Upvote 0

Read Answer Asked by James on June 22, 2020

• Ballard Power Systems Inc. (BLDP $3.80)
  • $3.80 Cap: $1.13B
  • View BLDP Profile
  • View Questions on BLDP

Q: June 18 TD action notes highlighted this company. Weichai power from china owns 20% of this stock. Seems to be a lot of momentum toward commercialization in asia. Your thoughts on investing in bldp.

Upvote 0

Read Answer Asked by kenneth on June 22, 2020

• Constellation Software Inc. (CSU $3,384.99)
  • $3,384.99 P/E (TTM): 76.82X Cap: $71.97B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU

Q: I am interested in putting together a basket of high growth Canadian tech names . Thinking of Shopify ..lightspeed ...Docebo...Enghouse...Kinaxsis..Descartes....Should I include more or other names .Should I equal weight a basket?

Upvote 0

Read Answer Asked by Kim on June 22, 2020