Investment Q&A

• Amazon.com Inc. (AMZN $234.34)
  • $234.34 P/E (TTM): 32.67X Cap: $2.50T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $330.84)
  • $330.84 P/E (TTM): 32.42X Cap: $3.98T
  • View GOOG Profile
  • View Questions on GOOG
• Constellation Software Inc. (CSU $2,713.02)
  • $2,713.02 P/E (TTM): 61.92X Cap: $57.49B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $112.81)
  • $112.81 P/E (TTM): 48.08X Cap: $9.69B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $189.69)
  • $189.69 P/E (TTM): 102.75X Cap: $246.84B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: For an angreswive investor, where would you put new money. Can you rank them in terms of how compelling they are at their current prices ?
Thanks

Upvote 0

Read Answer Asked by Karim on November 06, 2019

• American Tower Corporation (REIT) (AMT $176.95)
  • $176.95 P/E (TTM): 28.42X Cap: $82.83B
  • View AMT Profile
  • View Questions on AMT
• Crown Castle Inc. (CCI $86.19)
  • $86.19 Cap: $37.53B
  • View CCI Profile
  • View Questions on CCI

Q: Hello 5i is there any reason why the above 5G stocks are acting so poorly, good earnings amazing potential in so far that the 5G roll out is concerned and yet.. what I'm missing.. Thanks

Upvote 0

Read Answer Asked by Salvatore on November 05, 2019

• Maxar Technologies Inc. (MAXR $70.54)
  • View MAXR Profile
  • View Questions on MAXR
  • View Reports on MAXR

Q: comments please on the quarter. Thx

Upvote 0

Read Answer Asked by blake on November 05, 2019

• Meta Platforms Inc. (META $647.63)
  • $647.63 P/E (TTM): 27.15X Cap: $1.63T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $330.84)
  • $330.84 P/E (TTM): 32.42X Cap: $3.98T
  • View GOOG Profile
  • View Questions on GOOG
• NVIDIA Corporation (NVDA $184.84)
  • $184.84 P/E (TTM): 45.49X Cap: $4.49T
  • View NVDA Profile
  • View Questions on NVDA

Q: If one were interested in investing in Artificial Intelligence what might you recommend for Canada, US or abroad. More so interested "safer" stocks, as opposed to trying to hit a home run.
Thanks, Lee

Upvote 0

Read Answer Asked by Lee on November 05, 2019

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $121.84)
  • $121.84 P/E (TTM): 16.56X Cap: $26.45B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Constellation Software Inc. (CSU $2,713.02)
  • $2,713.02 P/E (TTM): 61.92X Cap: $57.49B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $112.81)
  • $112.81 P/E (TTM): 48.08X Cap: $9.69B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Open Text Corporation (OTEX $39.90)
  • $39.90 P/E (TTM): 14.9X Cap: $10.05B
  • View OTEX Profile
  • View Questions on OTEX

Q: Recognizing the substantial market cap differences between the much larger csu and gib.a, vs the smaller otex and dsg , in what order would you rank the four in terms of the usual metrics used for tech growth companies . I currently hold gib.a and otex and am looking to either add to existing positions or add something new. If you have another growth company in this space , pleased to hear it and why.

Upvote 0

Read Answer Asked by Colleen on November 05, 2019

• Qorvo Inc. (QRVO $81.59)
  • $81.59 P/E (TTM): 34.98X Cap: $7.53B
  • View QRVO Profile
  • View Questions on QRVO
• Skyworks Solutions Inc. (SWKS $59.67)
  • $59.67 P/E (TTM): 19.07X Cap: $8.94B
  • View SWKS Profile
  • View Questions on SWKS
• Crown Castle Inc. (CCI $86.19)
  • $86.19 Cap: $37.53B
  • View CCI Profile
  • View Questions on CCI

Q: Hi Team
What companies would you suggest that would benefit from radio frequency semi-conductors for 5G? Please rate best to least. Also understand that Bill Gates has invested in one of the semi-conductor companies. Would you happen to know which one?
Thank you

Upvote 0

Read Answer Asked by Heather on November 05, 2019

Q: Could you please comment on AT's Record Q3 results that were released this morning. Thanks as always.

AcuityAds Holdings Inc. (TSX:AT) ("AcuityAds" or "Company"), a technology leader that provides targeted digital media solutions enabling advertisers to connect intelligently with audiences across digital advertising campaigns, today announced its financial results for the three and nine months ended September 30, 2019.

Generated $26.9 million in Revenue, $1.6 million in Adjusted EBITDA and $0.7 million in Adjusted Net Income

Upvote 0

Read Answer Asked by karl on November 05, 2019

• RingCentral Inc. Class A (RNG $27.13)
  • $27.13 P/E (TTM): 185.0X Cap: $2.24B
  • View RNG Profile
  • View Questions on RNG

Q: Early Oct. RingCentral announced a partnership with Avaya. The stock
gapped up and I sold.

Would like to get back in when it settles. Is this partnership such a big deal?
Was the price jump justified?

Upvote 0

Read Answer Asked by claudette on November 04, 2019

• Global Payments Inc. (GPN $75.94)
  • $75.94 P/E (TTM): 11.15X Cap: $21.26B
  • View GPN Profile
  • View Questions on GPN

Q: Your thoughts please.

Upvote 0

Read Answer Asked by Mark on November 04, 2019

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X
  • View PTG Profile
  • View Questions on PTG

Q: Hi,
In your answer to David's question on october 15 you say that Pivot's debt looks OK with a big reduction since 2017. Could you be more specific ?
Also what is the current payout ratio and what metrics do you refer to when you say the stock is very cheap ?

Thank you

Upvote 0

Read Answer Asked by Guy on November 04, 2019

• Opsens Inc. (OPS $2.90)
  • View OPS Profile
  • View Questions on OPS

Q: What’s your latest opinion on OPS?
Long term buy, hold or sell.
Thank you!
Nick

Upvote 0

Read Answer Asked by Nick on November 04, 2019

• Arista Networks Inc. (ANET $138.41)
  • $138.41 P/E (TTM): 48.27X Cap: $174.29B
  • View ANET Profile
  • View Questions on ANET

Q: After the recent crash of this company how think the stock will preform, and why?

Thx.

Upvote 0

Read Answer Asked by Brent on November 04, 2019

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
  • View FLIR Profile
  • View Questions on FLIR

Q: Can you comment on earnings? Would you initiate a position today ?

Thanks
Karim

Upvote 0

Read Answer Asked by Karim on November 01, 2019

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $177.18)
  • $177.18 P/E (TTM): 21.96X Cap: $409.15B
  • View BABA Profile
  • View Questions on BABA

Q: Can I please have your comments and thoughts on Alibaba's recently announced earnings. Do you see it as a long term hold? Thank You.

Upvote 0

Read Answer Asked by Brian on November 01, 2019

• Alteryx Inc. Class A (AYX)
  • View AYX Profile
  • View Questions on AYX

Q: Could I get your opinion on Alteryx results please?

Thanks

Upvote 0

Read Answer Asked by Joe on November 01, 2019

• Open Text Corporation (OTEX $39.90)
  • $39.90 P/E (TTM): 14.9X Cap: $10.05B
  • View OTEX Profile
  • View Questions on OTEX

Q: What are your thoughts on future growth of OTEX? Would you recommend holding or suggest another stock in this area?

Upvote 0

Read Answer Asked by Danny-boy on November 01, 2019

• Constellation Software Inc. (CSU $2,713.02)
  • $2,713.02 P/E (TTM): 61.92X Cap: $57.49B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Kinaxis Inc. (KXS $148.69)
  • $148.69 P/E (TTM): 88.59X Cap: $4.17B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Open Text Corporation (OTEX $39.90)
  • $39.90 P/E (TTM): 14.9X Cap: $10.05B
  • View OTEX Profile
  • View Questions on OTEX

Q: Please comment on earnings. Which one(s) would you add new money coming into a portfolio to? Thanks

Upvote 0

Read Answer Asked by Larissa on November 01, 2019

• Meta Platforms Inc. (META $647.63)
  • $647.63 P/E (TTM): 27.15X Cap: $1.63T
  • View META Profile
  • View Questions on META
• Twilio Inc. Class A (TWLO $126.42)
  • $126.42 P/E (TTM): 308.38X Cap: $19.16B
  • View TWLO Profile
  • View Questions on TWLO

Q: Could I have your thoughts on earnings for both Twilio and Facebook?

Upvote 0

Read Answer Asked by Michael on October 31, 2019

• Twilio Inc. Class A (TWLO $126.42)
  • $126.42 P/E (TTM): 308.38X Cap: $19.16B
  • View TWLO Profile
  • View Questions on TWLO

Q: Please comment on earnings. I hold the stock and am underwater now.

What would you do with it going forward? Hold or sell?

Thanks

Sheldon

Upvote 0

Read Answer Asked by Sheldon on October 31, 2019

• Zoom Communications Inc. (ZM $84.65)
  • $84.65 P/E (TTM): 15.79X Cap: $25.06B
  • View ZM Profile
  • View Questions on ZM
• CrowdStrike Holdings Inc. (CRWD $453.77)
  • $453.77 Cap: $114.39B
  • View CRWD Profile
  • View Questions on CRWD

Q: With pullbacks on these two stocks, how do you feel about now as entry points?

Upvote 0

Read Answer Asked by Gregory on October 31, 2019