Investment Q&A

• Alphabet Inc. (GOOG $298.30)
  • $298.30 P/E (TTM): 28.07X Cap: $3.66T
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• Micron Technology Inc. (MU $370.30)
  • $370.30 P/E (TTM): 38.1X Cap: $446.88B
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• iShares Expanded Tech Sector ETF (IGM $122.91)
  • $122.91 P/E (TTM): 34.72X Cap: $8.24B
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• Atlassian Corporation (TEAM $83.62)
  • $83.62 Cap: $21.76B
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• Veeva Systems Inc. Class A (VEEV $195.49)
  • $195.49 P/E (TTM): 36.74X Cap: $32.22B
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• Roku Inc. (ROKU $100.57)
  • $100.57 Cap: $14.46B
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• DocuSign Inc. (DOCU $48.69)
  • $48.69 P/E (TTM): 32.32X Cap: $9.65B
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• Alteryx Inc. Class A (AYX)
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Q: Would it be benefiitial to replace MU for VEEV in a RIF account witch contain GOOGL, ,AYX, DOCU, TEAM, NVDA, ROKU AND IGM as ETF.
Thank you for your exceptional services.
Yves

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Read Answer Asked by Yves on July 08, 2020

• Descartes Systems Group Inc. (The) (DSG $97.51)
  • $97.51 P/E (TTM): 40.55X Cap: $8.41B
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• Enghouse Systems Limited (ENGH $18.37)
  • $18.37 P/E (TTM): 13.46X Cap: $996M
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Q: Hi Team. I am so happy that i joined your team 2 years ago i stopped buying those foolish marijuana stocks. After i joined your team i am getting some of my earned money back down 11% in my overall tfsa account.
I hold as tech stocks in my account Lspd, Real, Msft i would like to add a small portion of another tech company. For a 2 year hold which one would you recommend for growth to me between DSG and ENGH. Or would you reccmend another tech stock for good qrowth. Thanks for all the help guy's .

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Read Answer Asked by wilson on July 08, 2020

• DocuSign Inc. (DOCU $48.69)
  • $48.69 P/E (TTM): 32.32X Cap: $9.65B
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Q: Can you comment on the acquisition of Liveoak? Where do you see Docusign in a year from now, if the virus is behind us?

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Read Answer Asked by Jeff on July 08, 2020

• Sierra Wireless Inc. (SW $40.99)
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• Baylin Technologies Inc. (BYL $0.27)
  • $0.27 Cap: $41M
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Q: Could you recommend a Canadian stock that would take advantage of growth in 5G inforstructure.

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Read Answer Asked by Stan on July 07, 2020

• Akamai Technologies Inc. (AKAM $99.89)
  • $99.89 P/E (TTM): 33.54X Cap: $14.79B
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• Twilio Inc. Class A (TWLO $128.03)
  • $128.03 P/E (TTM): 614.95X Cap: $19.01B
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• Fastly Inc. (FSLY $20.14)
  • $20.14 Cap: $3.10B
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Q: I can only buy one of these three and I'm leaning towards AKAM. Which one would you pick?

Alex

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Read Answer Asked by Alex on July 07, 2020

• TECSYS Inc. (TCS $29.11)
  • $29.11 P/E (TTM): 72.25X Cap: $423M
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Q: Did you see any news that may explain such a large one day move in TCS on July 6th? I appreciate that this isn't the first time this thinly traded stock has moved this much but thought you may have some news I didn't see, or was this just some interest in a thin stock on a strong day for the sector. Thanks.

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Read Answer Asked by Mark on July 07, 2020

• Miscellaneous (MISC)
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Q: What are your thoughts on WFH ETF
Can you please give me MER. Is it expensive OR fairly price

Thanks for the great service.

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Read Answer Asked by Hector on July 07, 2020

• Skyworks Solutions Inc. (SWKS $54.81)
  • $54.81 P/E (TTM): 21.65X Cap: $8.49B
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• GLOBAL X FDS (SNSR $38.16)
  • $38.16 P/E (TTM): 34.44X Cap: $214M
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• STMicroelectronics N.V. (STM $31.36)
  • $31.36 P/E (TTM): 20.08X Cap: $29.60B
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Q: Which company in your opinion would be the best investment in IoT chip market. I saw a report saying that this market would grow to 525.4 billion by 2025. Thanks Ernie

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Read Answer Asked by Ernie on July 07, 2020

• Sangoma Technologies Corporation (STC $6.33)
  • $6.33 Cap: $210M
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Q: New H today.How far can it goes? Please comment.Txs for u usual great services & views

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Read Answer Asked by Peter on July 07, 2020

• Alphabet Inc. (GOOG $298.30)
  • $298.30 P/E (TTM): 28.07X Cap: $3.66T
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• Constellation Software Inc. (CSU $2,963.34)
  • $2,963.34 P/E (TTM): 62.14X Cap: $59.27B
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Q: I have room for one more Tech stock in my TFSA. Of the two - CSU and GOOG - which would you buy and why ?
Thanks

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Read Answer Asked by JOHN on July 06, 2020

• Microsoft Corporation (MSFT $408.96)
  • $408.96 P/E (TTM): 25.34X Cap: $3.04T
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• iShares Russell 2000 Growth ETF (IWO $320.36)
  • $320.36 P/E (TTM): 22.36X Cap: $12.87B
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Q: I have a massive,massive gain in MSFT after buying this in the low $20 range over 10 years ago. Would you sell off a portion and invest the proceeds in IWO or just hold on to MSFT? Thanks Ron

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Read Answer Asked by Ronald on July 06, 2020

• Lemonade Inc. (LMND $55.13)
  • $55.13 Cap: $4.20B
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Q: Can I get your thoughts on the Lemonade IPO please, the market seems to eat up all the tech ipo's these days. I couldn't resist myself, but what does 5i think a ballpark fair price would be for something like this?

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Read Answer Asked by dan on July 06, 2020

• Veeva Systems Inc. Class A (VEEV $195.49)
  • $195.49 P/E (TTM): 36.74X Cap: $32.22B
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Q: I have some US dollars to deploy, what one US stock would you recommend today regardless of all other assets already held?

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Read Answer Asked by John on July 06, 2020

• Intel Corporation (INTC $43.42)
  • $43.42 Cap: $229.52B
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• Kinaxis Inc. (KXS $135.23)
  • $135.23 P/E (TTM): 79.19X Cap: $3.72B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $176.78)
  • $176.78 P/E (TTM): 139.99X Cap: $240.29B
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• Ciena Corporation (CIEN $294.17)
  • $294.17 P/E (TTM): 404.18X Cap: $42.34B
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Q: KXS: FPE 113x, SHOP FPE 3490x: MS MV of $133.00 & $477.00 respectively. These prices make no sense to me. Of course, I wish I had bought SHOP not that long ago for $500.00+ per share; but, now both look crazy out of touch with any semblance of fundamental analysis to me. Both would need a super large correction IMHO. I own no Cdn. Tech. - just USD ETF IGM which is almost back to high prior to CV19. Any suggestions for buys on TSX - not interested in speculative stocks. I am looking for some growth as I own mostly large cap "dividend growers" in my portfolios.

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Read Answer Asked by James on July 06, 2020

• Gen Digital Inc Com (NLOK)
  • P/E (TTM): 15.5X Cap: $14.41B
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Q: Your opinion please on nlok.

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Read Answer Asked by Irv on July 06, 2020

• Docebo Inc. (DCBO $26.35)
  • $26.35 P/E (TTM): 13.75X Cap: $748M
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Q: Can you shed some light on this mornings announcement by DCBO and its partnership with MHR International Group. Would you consider this to be significant.

Thank you!

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Read Answer Asked by Greg on July 06, 2020

Q: Good morning... Eric Reguly of the Globe and Mail wrote an interesting article for Saturday’s paper “Big Tech can’t keep rising when the economy is sinking”. He concludes by stating that “The Big Tech companies have had a fabulous run and have saved the broader equity markets from collapsing. But they can’t keep soaring when the economy that propelled them relentlessly upward before COVID-19 hit is sinking.” What is your take on his thesis? Thx

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Read Answer Asked by Patrik on July 06, 2020

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $103.41)
  • $103.41 P/E (TTM): 13.35X Cap: $22.08B
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Q: CGI group has lagged the very impressive tech rebound. It has underperformed competitors such as Accenture. Not even close to its old high. Any idea why the relative underperformance with CGI?

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Read Answer Asked by Joel on July 03, 2020

• Enghouse Systems Limited (ENGH $18.37)
  • $18.37 P/E (TTM): 13.46X Cap: $996M
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Q: Engehouse has been moving up dramatically after being slow and steady for a number of years. What has changed and do you think it will continue to be strong.
Thank you for everything you do.
Peter

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Read Answer Asked by Peter on July 03, 2020

• ON Semiconductor Corporation (ON $56.87)
  • $56.87 P/E (TTM): 215.62X Cap: $23.97B
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Q: Could you give me your opinion on this company,is this a good entry,how is management, debt,any near term catalysts and how often do they beat expectations thank you

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Read Answer Asked by Greg on July 03, 2020