Investment Q&A

• ROBO Global Robotics and Automation Index ETF (ROBO $73.76)
  • $73.76 P/E (TTM): 24.95X Cap: $1.43B
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• Global X Robotics & AI Index ETF (RBOT $35.04)
  • $35.04 P/E (TTM): 5.81X Cap: $65M
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Q: Good Morning.... Is there a Canadian ETF that is roughly equivalent to ROBO? If not, can you suggest a Canadian ETF that covers this technological / industrial niche within its overall composition? Thanks.

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Read Answer Asked by Paul W on May 05, 2020

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $122.39)
  • $122.39 P/E (TTM): 16.56X Cap: $26.45B
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• Open Text Corporation (OTEX $39.52)
  • $39.52 P/E (TTM): 14.9X Cap: $10.05B
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Q: Which would you choose and why.

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Read Answer Asked by Albert on May 05, 2020

• Cognex Corporation (CGNX $39.76)
  • $39.76 P/E (TTM): 62.17X Cap: $6.99B
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Q: Hi 5i
Could I have your current thoughts on CGNX please?

Thanks
Mike

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Read Answer Asked by mike on May 04, 2020

• ATS Corporation (ATS $40.69)
  • $40.69 Cap: $3.96B
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• Zebra Technologies Corporation (ZBRA $240.54)
  • $240.54 P/E (TTM): 24.49X Cap: $12.30B
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• Cognex Corporation (CGNX $39.76)
  • $39.76 P/E (TTM): 62.17X Cap: $6.99B
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• ROBO Global Robotics and Automation Index ETF (ROBO $73.76)
  • $73.76 P/E (TTM): 24.95X Cap: $1.43B
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Q: Do you foresee a significant increase in the use of robotics because of Covid? Would you be able to recommend a few companies involved in robotics? Alternatively is there an ETF dedicated to robotics?

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Read Answer Asked by jacques on May 04, 2020

• Amazon.com Inc. (AMZN $239.16)
  • $239.16 P/E (TTM): 32.67X Cap: $2.50T
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• Microsoft Corporation (MSFT $465.95)
  • $465.95 P/E (TTM): 31.59X Cap: $3.35T
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• Visa Inc. (V $326.18)
  • $326.18 P/E (TTM): 31.89X Cap: $628.47B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $189.04)
  • $189.04 P/E (TTM): 102.75X Cap: $246.84B
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• Atlassian Corporation (TEAM $131.75)
  • $131.75 Cap: $33.80B
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Q: Good Day

I have journaled over 1/2 of my SHOP position to the US side of my TFSA. I was contemplating selling to accomplish a few things, lock in some gains(1300%), reduce my overall portfolio weight and to increase my US exposure. Considering a basket of TEAM,MICROSOFT,VISA and AMAZON to replace. What is your opinion on this move and would you recommend anything else to add?
Thank you for your continued guidance.

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Read Answer Asked by Marty on May 04, 2020

• Zoom Communications Inc. (ZM $85.78)
  • $85.78 P/E (TTM): 15.79X Cap: $25.06B
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Q: Do you have an opinion on ZOOM. It seems to be in great demand due to the "stay at home" regulations.
Guy R

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Read Answer Asked by Guy R. on May 04, 2020

• Workiva Inc. Class A (WK $81.44)
  • $81.44 Cap: $4.49B
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Q: Hi 5i Team!

How do you feel about Workiva these days? I last inquired a year ago and not many questions since so it seems under the radar. Like most others it is off approx 40% since it's highs.
They released Q1 numbers Apr 30. It appears they made good improvements vs Q1 2019.
They are only providing Q2 guidance (but are providing full year commentary). How does their guidance compare vs Q2 2019 results.
Would your favourite in the space still be AYX?

Cheers,
Steve

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Read Answer Asked by Stephen on May 04, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $71.80)
  • $71.80 P/E (TTM): 54.66X Cap: $714M
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Q: Hello
The existing Canadian tech fund XIT is almost 60% CSU and Shopify.
is there an equal weight tech fund in Canada?
Thanks

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Read Answer Asked by Terry on May 04, 2020

• LogMeIn Inc. (LOGM $86.04)
  • $86.04 P/E (TTM): 480.15X
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Q: Do you know when is the deal is closing and do you expect the deal to close and if there will be any new offers?

Thanks for the great service.

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Read Answer Asked by Hector on May 01, 2020

• TeraGo Inc. (TGO $0.80)
  • $0.80 Cap: $31M
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Q: Wondering if you could update your thoughts on this company. The one year chart is somewhat dismal, but might this be a good entry?

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Read Answer Asked by Robert on May 01, 2020

• Atlassian Corporation (TEAM $131.75)
  • $131.75 Cap: $33.80B
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Q: May I please hear from you on their earnings announcement today and forecast? It looks set to move lower after hours today after their release. I own it and don't know whether to hold it. Thanks.

Jason

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Read Answer Asked by Jason on May 01, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $189.04)
  • $189.04 P/E (TTM): 102.75X Cap: $246.84B
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Q: When does SHOP next report? What is the consensus? Based on what's happening in the world today, what numbers do you see for SHOP? Is the market expecting a big beat and has this already been priced in?

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Read Answer Asked on May 01, 2020

• Cisco Systems Inc. (CSCO $74.59)
  • $74.59 P/E (TTM): 28.45X Cap: $293.68B
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• QUALCOMM Incorporated (QCOM $155.82)
  • $155.82 P/E (TTM): 31.21X Cap: $169B
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• Skyworks Solutions Inc. (SWKS $58.96)
  • $58.96 P/E (TTM): 19.07X Cap: $8.94B
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• Xilinx Inc. (XLNX)
  • P/E (TTM): 51.66X
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• American Tower Corporation (REIT) (AMT $178.75)
  • $178.75 P/E (TTM): 28.42X Cap: $82.83B
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Q: What are your favourite 5G stocks ? Thanks.

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Read Answer Asked by Norman on May 01, 2020

• Martello Technologies Group Inc. (MTLO $0.01)
  • $0.01 Cap: $5M
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Q: With the recent acquisition being mostly debt financed do you have any concerns over the new level of debt of Martello. Do you feel they will be able to maintain their payments over the next two to three years. Also could you give a brief overview of their balance sheet including cash on hand. Thanks.

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Read Answer Asked by Rob on May 01, 2020

• Zscaler Inc. (ZS $209.62)
  • $209.62 Cap: $33.21B
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• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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• HealthEquity Inc. (HQY $84.11)
  • $84.11 P/E (TTM): 38.77X Cap: $7.38B
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Q: Thoughts on HQY, NVEE and ZS?

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Read Answer Asked by Colin I on May 01, 2020

• Open Text Corporation (OTEX $39.52)
  • $39.52 P/E (TTM): 14.9X Cap: $10.05B
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Q: May I please have your comments on earnings. Keep safe

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Read Answer Asked by Margot on May 01, 2020

• Microsoft Corporation (MSFT $465.95)
  • $465.95 P/E (TTM): 31.59X Cap: $3.35T
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Q: What is your take on Microsoft latest earnings and does it merit its current price?

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Read Answer Asked by ANDREW on April 30, 2020

• First Trust ISE Cloud Computing Index Fund (SKYY $123.35)
  • $123.35 P/E (TTM): 35.93X Cap: $2.79B
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• First Trust Dow Jones Internet Index Fund (FDN $262.41)
  • $262.41 P/E (TTM): 20.36X Cap: $6.38B
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Q: Hi gang, could you please help me decide which one would you buy today? 3-5 years or should l buy both? Are both strong. ? Thanks
Alnoor

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Read Answer Asked by Alnoor on April 30, 2020

• Celestica Inc. (CLS $415.53)
  • $415.53 P/E (TTM): 51.05X Cap: $46.04B
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Q: Comments please on the CLS quarter and would you add to a 1% position at this time? Thx

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Read Answer Asked by blake on April 30, 2020

• Salesforce Inc. (CRM $228.05)
  • $228.05 P/E (TTM): 29.58X Cap: $213.72B
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• Atlassian Corporation (TEAM $131.75)
  • $131.75 Cap: $33.80B
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• Cloudflare Inc. Class A (NET $173.44)
  • $173.44 Cap: $60.70B
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Q: Hi gang , can you please shade some more information about this company. Would it be a good investment? Are they making any money? Would you be comfortable to buy it today? Or would you recommend some other company. ? Who are the competitors? Thanks
Alnoor

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Read Answer Asked by Alnoor on April 30, 2020