Investment Q&A

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $68.94)
  • $68.94 P/E (TTM): 57.34X Cap: $696M
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• INVESCO QQQ Trust (QQQ $629.43)
  • $629.43 P/E (TTM): 30.22X Cap: $414.41B
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• Vanguard Information Technology ETF (VGT $760.80)
  • $760.80 P/E (TTM): 37.87X Cap: $113.64B
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Q: I am looking to take on some technology exposure in my RRSP, and leaning toward ETF rather than individual stocks. Would appreciate a couple ideas for core holdings in this sector. Thanks

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Read Answer Asked by Steven on November 18, 2019

• Real Matters Inc. (REAL $6.12)
  • $6.12 Cap: $454M
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Q: Hi there, I noticed REAL has pretty much made a round trip back to it's day 1 listing price. What are your thoughts on this company going forward and would you be comfortable taking a position in the name?

Thank you!

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Read Answer Asked by Michael on November 18, 2019

• LivePerson Inc. (LPSN $3.27)
  • $3.27 Cap: $37M
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Q: Featured on Mad Money. Sounded compelling and certainly on the cutting edge of what I think will be a growing market. Would you buy here and do you like the stock?

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Read Answer Asked by Tim on November 18, 2019

• Alteryx Inc. Class A (AYX)
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Q: Just wondering what the expectations are for AYX next quarter. Looking at the past few quarters, the year over year comparison is going to be tough, given that last year's revenues almost doubled; December 2018. I never did figure out how much of this is related to changes in accounting standards for recognizing revenue. Any comments appreciated.

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Read Answer Asked by Leo on November 18, 2019

• Roku Inc. (ROKU $100.46)
  • $100.46 Cap: $14.84B
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Q: This name came up last week. I was interested in it but didn’t buy it because I was worried that smart TVs would make the Roku devices unnecessary. Is that not a concern? I see that Roku also now sells smart TVs so perhaps that’s the answer. Also, how does one know when a stock like this has become over valued? How much run way do you see in this name for future appreciation? Thanks as always.

Jason

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Read Answer Asked by Jason on November 18, 2019

• Pinterest Inc. Class A (PINS $22.35)
  • $22.35 P/E (TTM): 7.81X Cap: $15.09B
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Q: Could you please comment on continuing to hold PINS? I'm at a loss currently but it is in registered account so no tax benefit of selling. Revenue growth looks intact but not sure about valuation/cash flow metrics.

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Read Answer Asked by Kel on November 15, 2019

• Evertz Technologies Limited (ET $14.54)
  • $14.54 P/E (TTM): 17.69X Cap: $1.09B
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Q: Hello,

Looking for recommendations of tech and ‘toll’ companies that pay a good, well covered dividend of >3% from cash flows, low debt. Obviously, SYZ and the telecos fit depending on how you look at debt.

Any recommendations either in Canada or the US?

Thanks!

Derek

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Read Answer Asked by Derek on November 15, 2019

• Cisco Systems Inc. (CSCO $78.43)
  • $78.43 P/E (TTM): 30.49X Cap: $309.88B
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Q: How do you think on CSCOs latest's earnings,? Would you start a position on it today when the price dipped a lot? Thanks!

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Read Answer Asked by David on November 15, 2019

• The Trade Desk Inc. (TTD $31.25)
  • $31.25 P/E (TTM): 36.63X Cap: $15.11B
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Q: Hi Team,

Could you tell us why TTD has been up more than $35 in a week? I didn't see any news after the earnings report. Do you think it's still a good hold here or trim ?

Thanks!

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Read Answer Asked by Issaku on November 15, 2019

• Sylogist Ltd. (SYZ $4.42)
  • $4.42 Cap: $103M
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Q: When do they report? Are there any expectations?

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Read Answer Asked by Jordan on November 15, 2019

• Quorum Information Technologies Inc. (QIS $0.79)
  • $0.79 P/E (TTM): 39.5X Cap: $58M
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Q: What is 5i's opinion on Quorum's Q3 results and how does it compare to analyst expectations?

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Read Answer Asked by Charles on November 15, 2019

• Sangoma Technologies Corporation (STC $6.37)
  • $6.37 Cap: $211M
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Q: Please comment on Q1.

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Read Answer Asked by sandy on November 15, 2019

• Avante Corp. (XX $1.11)
  • $1.11 Cap: $29M
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Q: What does 5i think about Avante's big deal today and just as important FairFax Holdings major investment into the Company? Seems very positive and adds scale to the Company.

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Read Answer Asked by Charles on November 14, 2019

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X
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Q: Hi,

Could you comment on pivot's latest results ?

Thanks

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Read Answer Asked by Guy on November 14, 2019

• QUALCOMM Incorporated (QCOM $152.22)
  • $152.22 P/E (TTM): 30.48X Cap: $162.57B
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• American Tower Corporation (REIT) (AMT $181.34)
  • $181.34 P/E (TTM): 28.31X Cap: $84.89B
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Q: Hi Guys
Could you guess what sleeping 5G co. will benefit from the roll out
Bob

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Read Answer Asked by bob on November 14, 2019

Q: Could you provide your opinion on PFPT Would you be comfortable buying at today's price? Thanks Claude

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Read Answer Asked by Claude on November 14, 2019

• Uber Technologies Inc. (UBER $81.70)
  • $81.70 P/E (TTM): 10.25X Cap: $169.75B
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Q: ayx,amt,pypl,sq,uber,xyl.All US and my looser which one or all I should sell.I know they are all US but need help only because of tax time,highly appreciated.IF possible.

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Read Answer Asked by Nizar on November 12, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.53)
  • $193.53 P/E (TTM): 101.15X Cap: $251.83B
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Q: The Globe and Mail had a big story on SHOP and primarily about its valuation. The gist of the story was it may be over-priced and it will be hard for future growth to justify its valuation. What is your take on the article?

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Read Answer Asked on November 12, 2019

• Open Text Corporation (OTEX $35.58)
  • $35.58 P/E (TTM): 13.96X Cap: $8.96B
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Q: To add to a portfolio would you buy OTEX today or would you wait to see where it settles?

Thanks

Sheldon

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Read Answer Asked by Sheldon on November 11, 2019

• Illumina Inc. (ILMN $149.69)
  • $149.69 P/E (TTM): 34.53X Cap: $22.87B
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Q: Hello. I'm currently sitting on a loss with ILMN and you've mentioned a few times in recent months that it will likely take some time to recover. I'm wondering if it might be a good idea to move the money into some other businesses that are likely to grow faster than the rate at which ILMN recovers.

Sector differences aside, would you recommend any of the following as good candidates for this?

AMZN
FB
PYPL
None of the above (i.e. You expect ILMN to recover faster than the growth in any of the above.)

Thank you!

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Read Answer Asked by Laxmyharan on November 11, 2019