Investment Q&A

• BlackBerry Limited (BB $5.48)
  • $5.48 Cap: $3.19B
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Q: Blackberry is making the news in a positive way it seems. With all the hype about security and "the cloud" maybe it is worth a look. What are your thoughts?

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

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $230.44)
  • $230.44 P/E (TTM): 148.84X Cap: $303.69B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.88)
  • $16.88 Cap: $2.30B
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Q: Hi 5i,

Who are competitors to Lightspeed and do they have any competitive advantage over them?

Thanks
Mike

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Read Answer Asked by mike on April 01, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.88)
  • $16.88 Cap: $2.30B
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Q: Do you know when Lightspeed will report it's quarterly results. Thanks

Kenn

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Read Answer Asked by Kenneth on April 01, 2019

• BlackBerry Limited (BB $5.48)
  • $5.48 Cap: $3.19B
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• The Trade Desk Inc. (TTD $37.06)
  • $37.06 P/E (TTM): 42.83X Cap: $18.03B
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• Rapid7 Inc. (RPD $15.16)
  • $15.16 P/E (TTM): 44.26X Cap: $1.01B
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Q: Which of the three do you have more confidence in for growth , for a long term investment.
Can you compare the current valuations. Realizing they are expensive.

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Read Answer Asked by Andrew on March 29, 2019

• Applied Materials Inc. (AMAT $259.18)
  • $259.18 P/E (TTM): 29.54X Cap: $205.38B
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• NVIDIA Corporation (NVDA $187.68)
  • $187.68 P/E (TTM): 44.91X Cap: $4.46T
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Q: Hi Team,
I have held AMAT for just over a year now and am currently down by about 20%. I am thinking of switching from AMAT to NVDA and would like to get your thoughts on this intended move.
Thanks,

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Read Answer Asked by Harry on March 29, 2019

• BlackBerry Limited (BB $5.48)
  • $5.48 Cap: $3.19B
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Q: Comments on todays earnings and future outlook. Earnings appeared to beat across the board. Would it make your recommendation list or is caution still needed here?

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Read Answer Asked on March 29, 2019

• BlackBerry Limited (BB $5.48)
  • $5.48 Cap: $3.19B
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Q: Please comment on earnings. Looks like a beat? Has outlook improved?

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Read Answer Asked by gord on March 29, 2019

• Alphabet Inc. (GOOG $314.98)
  • $314.98 P/E (TTM): 30.46X Cap: $3.70T
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Q: Thank you.Why is dropping down last few days
Ebrahim

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Read Answer Asked by ebrahim on March 29, 2019

• STMicroelectronics N.V. (STM $26.03)
  • $26.03 P/E (TTM): 15.55X Cap: $23.29B
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Q: STMicroelectronics has been getting crushed recently, down much more than the semiconductor index. I am wondering if there is any reason. This company is touted by several US research companies as a top pick in the Internet of Things sector.

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Read Answer Asked by ROB on March 29, 2019

• Cloudera Inc. (CLDR $15.99)
  • $15.99 Cap: $4.73B
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Q: very curious about this company- what do u think?

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Read Answer Asked by Jarrod on March 29, 2019

• Descartes Systems Group Inc. (The) (DSG $121.59)
  • $121.59 P/E (TTM): 53.1X Cap: $10.58B
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• Enghouse Systems Limited (ENGH $20.37)
  • $20.37 P/E (TTM): 15.41X Cap: $1.12B
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• Open Text Corporation (OTEX $45.83)
  • $45.83 P/E (TTM): 17.5X Cap: $11.71B
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Q: Hi 5i:

I have a full position in KXS. Looking to add one of the above as a full position. Which one would you recommend and why?

Thanks,

Docsinc

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Read Answer Asked by Tom on March 28, 2019

• Defiance Next Gen Connectivity ETF (FIVG)
  • P/E (TTM): 30.91X Cap: $633M
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Q: Could I have your thoughts on the ETF, FIVG, and is there something similar in Canada?

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Read Answer Asked by Grant on March 28, 2019

• Keysight Technologies Inc. (KEYS $204.71)
  • $204.71 P/E (TTM): 41.24X Cap: $35B
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Q: can you give us your thoughts on KEYS as related to 5G and its position in the supply chain and growth prospects? Thanks as ever

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Read Answer Asked by michael on March 27, 2019

• Infinera Corporation (INFN)
  • Cap: $1.57B
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Q: i would like to know you idea about buying the stock of Infinera (INFN:US), as the price has continuously dropped recently, do you think if it is a good point to jump in or not.

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Read Answer Asked by john on March 27, 2019

• The Trade Desk Inc. (TTD $37.06)
  • $37.06 P/E (TTM): 42.83X Cap: $18.03B
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Q: Hi team,
TTD 's 12% drop in the last few days are regular profit taking? or something we should be concerned about?
Thanks!

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Read Answer Asked by Issaku on March 26, 2019

• The Trade Desk Inc. (TTD $37.06)
  • $37.06 P/E (TTM): 42.83X Cap: $18.03B
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Q: TTD has been taking a tumble. Any idea why?

Thanks, Peter

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Read Answer Asked by Peter on March 26, 2019

• Amplify Cybersecurity ETF (HACK $81.44)
  • $81.44 P/E (TTM): 38.72X Cap: $2.36B
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• ROBO Global Robotics and Automation Index ETF (ROBO $69.74)
  • $69.74 P/E (TTM): 21.6X Cap: $1.32B
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• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $72.49)
  • $72.49 P/E (TTM): 40.32X Cap: $11.07B
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• GLOBAL X FDS (BOTZ $36.52)
  • $36.52 P/E (TTM): 60.07X Cap: $3.15B
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Q: Good afternoon, could you please suggest ETFs that would cover the fields of artificial intelligence and for cybersecurity? I’m guessing these will be mostly for US companies? Thanks

Al

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Read Answer Asked by alex on March 25, 2019

• Enghouse Systems Limited (ENGH $20.37)
  • $20.37 P/E (TTM): 15.41X Cap: $1.12B
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• Kinaxis Inc. (KXS $174.94)
  • $174.94 P/E (TTM): 106.13X Cap: $4.96B
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• Open Text Corporation (OTEX $45.83)
  • $45.83 P/E (TTM): 17.5X Cap: $11.71B
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Q: Looking to add a Canadian tech stock to my TFSA for a long term hold.
Please rate the companies listed beginning with your best pick.
Thank you

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Read Answer Asked by Larry on March 22, 2019

• Vecima Networks Inc. (VCM $9.68)
  • $9.68 Cap: $235M
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Q: Near end of Feb,it formed partnership with Rinco.Please comment on this & VCM.I have a small interest for some time.If U think it is time to move on.please suggest 1 or 2 companies Thanks for uusual great services & views

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Read Answer Asked by Peter on March 22, 2019

Q: Good day,

Could you tell me which sector this company belongs to ? According to TSX, it is a consumer cyclical but the company describes itself as tech/computer services.
And what is your assessment for this stocks which appears undervalued, has momentum and has tripled in one year ? Would you buy it at this point for further growth ? Is there any worthwhile competition in its field which would be better ?
Many, many thanks for your considerate views.
JD

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Read Answer Asked by Jacques on March 22, 2019