Investment Q&A

• NVIDIA Corporation (NVDA $188.85)
  • $188.85 P/E (TTM): 50.25X Cap: $4.53T
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Q: Good morning gang. NVDA is on the rise again. Assuming my weight is not too high would this be a good time to buy more? I'm hoping it will go to its highs within 6 months.
Much thanks

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Read Answer Asked by El-ann on April 03, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.14)
  • $16.14 Cap: $2.25B
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Q: Hi, several analysts started coverage of Lightspeed, yesterday with most price targets in the range of $25-$26 and Buy/Outperform ratings. Thank you for your analysis, in advance, during past 3 weeks. I have taken a small 1% position. The 1st set of earnings is not expected until May. Do you feel comfortable to build up the holding to 2% at current price, or it's prudent to wait until results ? Thanks

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Read Answer Asked by rajeev on April 03, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $216.13)
  • $216.13 P/E (TTM): 68.41X Cap: $287.58B
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Q: Hi 5i, Shopify seems to have a lot of competition entering the space with Instagram and Square's announcements, and now Microsoft. Would you suggest trimming back on this name at this point if its at a 5% weighting? Thanks.

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Read Answer Asked by Mark on April 02, 2019

• BlackBerry Limited (BB $5.22)
  • $5.22 Cap: $3.05B
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Q: Any thoughts on BB volume. Mid month and end of month had big volume swings with the latest price jump?

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Read Answer Asked by Mark on April 01, 2019

• BlackBerry Limited (BB $5.22)
  • $5.22 Cap: $3.05B
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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 $216.13)
  • $216.13 P/E (TTM): 68.41X Cap: $287.58B
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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 $16.14)
  • $16.14 Cap: $2.25B
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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 $16.14)
  • $16.14 Cap: $2.25B
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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 $5.22)
  • $5.22 Cap: $3.05B
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• The Trade Desk Inc. (TTD $37.68)
  • $37.68 P/E (TTM): 56.05X Cap: $18.35B
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• Rapid7 Inc. (RPD $14.27)
  • $14.27 P/E (TTM): 63.85X Cap: $995M
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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 $268.87)
  • $268.87 P/E (TTM): 26.54X Cap: $203.77B
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• NVIDIA Corporation (NVDA $188.85)
  • $188.85 P/E (TTM): 50.25X Cap: $4.53T
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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 $5.22)
  • $5.22 Cap: $3.05B
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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 $5.22)
  • $5.22 Cap: $3.05B
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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 $315.32)
  • $315.32 P/E (TTM): 27.44X Cap: $3.77T
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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 $27.37)
  • $27.37 P/E (TTM): 13.52X 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 $116.96)
  • $116.96 P/E (TTM): 52.3X Cap: $10.35B
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• Enghouse Systems Limited (ENGH $20.14)
  • $20.14 P/E (TTM): 15.56X Cap: $1.11B
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• Open Text Corporation (OTEX $43.61)
  • $43.61 P/E (TTM): 19.6X Cap: $11.26B
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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 $206.59)
  • $206.59 P/E (TTM): 36.99X Cap: $35.49B
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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 $37.68)
  • $37.68 P/E (TTM): 56.05X Cap: $18.35B
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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 $37.68)
  • $37.68 P/E (TTM): 56.05X Cap: $18.35B
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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