Investment Q&A

• Amazon.com Inc. (AMZN $215.20)
  • $215.20 P/E (TTM): 29.53X Cap: $2.31T
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• Microsoft Corporation (MSFT $399.41)
  • $399.41 P/E (TTM): 25.01X Cap: $2.96T
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• Visa Inc. (V $308.46)
  • $308.46 P/E (TTM): 29.12X Cap: $591.01B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.14)
  • $175.14 P/E (TTM): 136.92X Cap: $228.40B
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• Atlassian Corporation (TEAM $74.91)
  • $74.91 Cap: $19.75B
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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 $75.99)
  • $75.99 P/E (TTM): 12.09X Cap: $22.39B
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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 $61.75)
  • $61.75 Cap: $3.53B
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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 $64.79)
  • $64.79 P/E (TTM): 54.87X Cap: $686M
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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 $0.89)
  • $0.89 Cap: $34M
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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 $74.91)
  • $74.91 Cap: $19.75B
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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 $175.14)
  • $175.14 P/E (TTM): 136.92X Cap: $228.40B
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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 $79.27)
  • $79.27 P/E (TTM): 28.38X Cap: $313.10B
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• QUALCOMM Incorporated (QCOM $131.59)
  • $131.59 P/E (TTM): 26.09X Cap: $140.40B
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• Skyworks Solutions Inc. (SWKS $53.71)
  • $53.71 P/E (TTM): 20.98X Cap: $8.07B
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• Xilinx Inc. (XLNX)
  • P/E (TTM): 51.66X
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• American Tower Corporation (REIT) (AMT $185.07)
  • $185.07 P/E (TTM): 34.27X Cap: $86.25B
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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: $2M
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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 $156.00)
  • $156.00 Cap: $25.08B
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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 $79.40)
  • $79.40 P/E (TTM): 36.05X Cap: $6.78B
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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 $31.60)
  • $31.60 P/E (TTM): 13.22X Cap: $7.91B
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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 $399.41)
  • $399.41 P/E (TTM): 25.01X Cap: $2.96T
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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 $113.49)
  • $113.49 P/E (TTM): 36.72X Cap: $2.42B
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• First Trust Dow Jones Internet Index Fund (FDN $244.74)
  • $244.74 P/E (TTM): 31.76X Cap: $4.77B
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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 $386.68)
  • $386.68 P/E (TTM): 37.99X Cap: $44.45B
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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 $195.31)
  • $195.31 P/E (TTM): 25.43X Cap: $180.27B
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• Atlassian Corporation (TEAM $74.91)
  • $74.91 Cap: $19.75B
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• Cloudflare Inc. Class A (NET $211.52)
  • $211.52 Cap: $74.45B
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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

• Nuveen NASDAQ 100 Dynamic Overwrite Fund (QQQX $27.53)
  • $27.53 P/E (TTM): 29.81X Cap: $1.32B
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Q: I hope you are all well and adapting to our new reality. I realize this is a US Closed End Fund , my apologizes. I have held it for some time in a rrif for income as well as growth I also hold XLK and a few canadian Tech stocks in that sector. It provides an ample dividend and I gain more upside from the others. Your thoughts?

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Read Answer Asked by Tom on April 29, 2020

• Inseego Corp. (INSG $12.03)
  • $12.03 Cap: $195M
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Q: The company seems to be a stay at home play now - in addition to 5G
Any comments on recent developments and something to put on the watch list?

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Read Answer Asked by Scott on April 29, 2020

• Quisitive Technology Solutions Inc. (QUIS $0.56)
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Q: As a premier Microsoft solutions provider, QUIS has been sliding under the radar but the stock has performed extremely well since the market meltdown on 23 March. I would appreciate your analysis, however, given that their earnings are due to be released on 28 April, could you wait until then before providing an answer.

Many thanks.

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Read Answer Asked by karl on April 29, 2020

• Kinaxis Inc. (KXS $135.49)
  • $135.49 P/E (TTM): 40.64X Cap: $3.74B
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Q: Has had such an amazing run, I think I should protect into earnings. Do you agree?

When is the earnings announcements date? Before or after Mkt close?

Thanks


Sheldon

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Read Answer Asked by Sheldon on April 29, 2020