Investment Q&A

• NV5 Global Inc. (NVEE $22.56)
  • $22.56 P/E (TTM): 49.04X Cap: $1.48B
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Q: Why did NV5 drop on Friday

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Read Answer Asked by Peter on March 12, 2019

• Mimecast Limited (MIME)
  • P/E (TTM): 112.92X Cap: $5.34B
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Q: I would appreciate your opinion of MIME.

Thank you, Peter

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Read Answer Asked by Peter on March 12, 2019

• Ceridian HCM Holding Inc. (CDAY)
  • P/E (TTM): 35.43X Cap: $14.57B
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Q: I
May I have an updated opinion of CDAY.

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Read Answer Asked by claudette on March 12, 2019

• Upwork Inc. (UPWK $19.73)
  • $19.73 P/E (TTM): 11.43X Cap: $2.68B
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Q: UPWK has certainly seen it's stock price rising and is now considered quite overvalued. However, it has established a solid base of business and seems 'right for the times'. Your view?

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Read Answer Asked by Murray on March 12, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.13)
  • $223.13 P/E (TTM): 83.82X Cap: $290.35B
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Q: How much more upside do you see in this name (Shopify) and now does it being added to the index bode for near term upside? To what extent will it rally with ETFs and what not accumulating it through index funds? Thank you.

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Read Answer Asked by Jason on March 12, 2019

Q: I see this companies stock had quite a surge. Do you have an opinion on it???

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Read Answer Asked by Bill on March 12, 2019

• Enghouse Systems Limited (ENGH $20.17)
  • $20.17 P/E (TTM): 14.65X Cap: $1.11B
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• Open Text Corporation (OTEX $46.67)
  • $46.67 P/E (TTM): 17.64X Cap: $11.76B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.13)
  • $223.13 P/E (TTM): 83.82X Cap: $290.35B
  • View SHOP Profile
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Q: I was considering selling Enghouse based on the most recent earnings report and buying either Shopify or Open text.

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Read Answer Asked by David on March 12, 2019

• Rapid7 Inc. (RPD $16.06)
  • $16.06 P/E (TTM): 44.06X Cap: $1.01B
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Q: Any reason for the sharp uptick in the share price today?

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Read Answer Asked by Mike on March 11, 2019

• Open Text Corporation (OTEX $46.67)
  • $46.67 P/E (TTM): 17.64X Cap: $11.76B
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Q: In a post last week you noted that OTEX insiders own 2.2% of the company. This does not appear to be a significant amount. Thus, I was a little concerned to see that OTEX made the top 5 list for net insider selling on the Canadian Insider website, with over 200,000 shares sold. Do you think there is reason to be concerned?

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Read Answer Asked by Ken on March 11, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.13)
  • $223.13 P/E (TTM): 83.82X Cap: $290.35B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.83)
  • $15.83 Cap: $2.12B
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Q: Hi,
I'm currently holding SHOP with a large gain and the position is close to 10% of my portfolio. What do you think about trimming that position and investing some of the profits into LSPD currently? Would you wait a quarter first before buying LSPD or average into the position over the next year? Also these two companies operate fairly similar, what are the main differences?

Thank you!

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Read Answer Asked by Keith on March 11, 2019

• SS&C Technologies Holdings Inc. (SSNC $86.51)
  • $86.51 P/E (TTM): 25.55X Cap: $21.11B
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Q: could you add this symbol? what is the outlook, for this company and stock? it seems to have some interesting features.

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Read Answer Asked by john on March 11, 2019

• NVIDIA Corporation (NVDA $179.59)
  • $179.59 P/E (TTM): 51.26X Cap: $4.36T
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Q: Your comments please on Nvidia’s purchase of Mallenox. Do you anticipate an equity raise or a competing bid?
Thank you

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Read Answer Asked by Marty on March 11, 2019

• The Trade Desk Inc. (TTD $38.61)
  • $38.61 P/E (TTM): 45.49X Cap: $19.31B
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Q: An American stock so apologies on that, but it has doubled in 11 weeks and it looks like the bluest of blue skies for this company. Your views?

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Read Answer Asked by Kim on March 11, 2019

Q: What are your thoughts on this one? I'm looking for growth.

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Read Answer Asked by Danielle on March 09, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Micron Technology Inc. (MU $234.16)
  • $234.16 P/E (TTM): 31.68X Cap: $262.83B
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• NVIDIA Corporation (NVDA $179.59)
  • $179.59 P/E (TTM): 51.26X Cap: $4.36T
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Q: After reading a detailed report of the semi space I'm more confused than before. A brief comparison and outlook of these 3 please? Deduct credits as you see fit of course.

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Read Answer Asked by Charles on March 09, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.13)
  • $223.13 P/E (TTM): 83.82X Cap: $290.35B
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Q: When answering Scott's question about the lightspeed IPO you said Shopify is 10X sales. On the 5i's website under companies it says SHOP is 55X sales and on Yahoo finance it says 25X sales on the TSX and 19X in the US.

Can you tell me where these discrepancies come from? It makes it difficult to compare companies. Is it best just to do the math yourself?

Thanks.

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Read Answer Asked by Dennis on March 09, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.83)
  • $15.83 Cap: $2.12B
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Q: Hi there,

Now that the company has IPO'd and the price looks like it's close up at around 19, would you be waiting here to enter into a position? If so, what would be a good entry point and how much of a weighting in a portfolio seems reasonable considering the risk.

Thanks!

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Read Answer Asked by Michael on March 09, 2019

• Open Text Corporation (OTEX $46.67)
  • $46.67 P/E (TTM): 17.64X Cap: $11.76B
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• Atlassian Corporation (TEAM $156.76)
  • $156.76 Cap: $41.24B
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• Veeva Systems Inc. Class A (VEEV $241.33)
  • $241.33 P/E (TTM): 46.86X Cap: $39.47B
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Q: Good Morning,

What would be your top 2 or 3 picks for cloud space investments in the USA and Canada?

Thank you!
David

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Read Answer Asked by David on March 08, 2019

• Enghouse Systems Limited (ENGH $20.17)
  • $20.17 P/E (TTM): 14.65X Cap: $1.11B
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Q: I would appreciate your comments on ENG's earnings release.

Thank you, Peter

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Read Answer Asked by Peter on March 08, 2019

• Veeva Systems Inc. Class A (VEEV $241.33)
  • $241.33 P/E (TTM): 46.86X Cap: $39.47B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Good Day Team,

Between VEEV and AYX which would you prefer for long term and why? Would you please compare them on their:
1- Quality of management, 2- Software competitiveness, 3- Potential for growth, 4- Current valuation, 5- Balance Sheet.

Much appreciated as always!

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Read Answer Asked by Saeed on March 08, 2019