Investment Q&A

• Salesforce Inc. (CRM $238.89)
  • $238.89 P/E (TTM): 35.25X Cap: $227.82B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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Q: I would love to buy Grubhub, Square and Salesforce to add to the FANGs that I bought a year ago at then "stratospheric" prices. Do you think these three are too expensive or in for similar one year gains? Please rank and comment. Thank you.

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Read Answer Asked by Steven on August 24, 2018

• Tucows Inc. (TC $25.40)
  • $25.40 Cap: $283M
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Q: Tucows (an older pick of yours), has dropped a fair bit since it's last quarter results. Would now be a good time to enter a position for a 5 year hold ? or would you prefer an alternative ? I already hold CSU, KXS & OTEX.
Thank you once more for your valued advice
John

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Read Answer Asked by JOHN on August 24, 2018

• NortonLifeLock (GEN)
  • P/E (TTM): 131.9X
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• FireEye Inc. (FEYE)
  • P/E (TTM): -20.1X Cap: $4.27B
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• Check Point Software Technologies Ltd. (CHKP $198.84)
  • $198.84 Cap: $21.54B
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• Rapid7 Inc. (RPD $19.63)
  • $19.63 P/E (TTM): 46.29X Cap: $1.27B
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Q: Is this stock a buy or do you have another suggestion in the cyber security space ?

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Read Answer Asked by Christopher on August 24, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Constellation Software Inc. (CSU $4,355.17)
  • $4,355.17 P/E (TTM): 106.23X Cap: $92.29B
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• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $95.81)
  • $95.81 P/E (TTM): 30.04X Cap: $1.19B
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Q: I want to invest in the Cdn and US Tech sector, however I don't want to purchase stocks using US currency. I would like to have exposure to both US and Cdn Tech companies via the TSX. What do you suggest?

Thanks

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Read Answer Asked by Gordon on August 24, 2018

• Evolve Cyber Security Index Fund (CYBR $57.95)
  • $57.95 P/E (TTM): 32.52X Cap: $162M
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Q: One of your customers asked bout this company and you gave a fairly good response

The charts also look good

Would you recommend it as a buy at this time

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Read Answer Asked by Ernest on August 23, 2018

• Cisco Systems Inc. (CSCO $66.93)
  • $66.93 P/E (TTM): 26.28X Cap: $264.58B
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Q: May I please have your opinion of this company as a long term hold ?

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Read Answer Asked by Richard on August 23, 2018

• Super Micro Computer Inc. (SMCI $44.91)
  • $44.91 P/E (TTM): 27.01X Cap: $26.68B
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Q: Could you please comment on SMCI, Is it worth taking risk at this level?

Thanks,
Milan

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Read Answer Asked by Milan on August 23, 2018

• Meta Platforms Inc. (META $779.00)
  • $779.00 P/E (TTM): 27.75X Cap: $1.95T
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• BlackBerry Limited (BB $5.50)
  • $5.50 Cap: $3.27B
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Q: Good day! I have all of my stocks in Canadian dollars, except one position in US dollars, Blackberry. Looking at the recent drop in Facebook, I am wondering if a switch to FB might provide more short-term (1-2 years) growth for this one position. Your thoughts?
Thank-you.

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Read Answer Asked by Kim on August 23, 2018

• Casa Systems Inc. (CASA)
  • Cap: $25M
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Q: Hi, I'm considering purchasing Casa Systems (CASA) for the telecom sector - I currently have no telecom exposure. Looking for a stock with growth potential. Can you please provide your advice on this company?

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Read Answer Asked by Kel on August 22, 2018

• NVIDIA Corporation (NVDA $174.88)
  • $174.88 P/E (TTM): 57.34X Cap: $4.24T
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• Aptiv PLC (APTV $83.12)
  • $83.12 P/E (TTM): 18.61X Cap: $18.10B
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Q: Hi team, Just curious on your take for a 2-3 year hold for exposure to driverless tech sector.Concerns? Thanks in advance , Mike

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Read Answer Asked by michael on August 22, 2018

• Etsy Inc. (ETSY $59.41)
  • $59.41 P/E (TTM): 47.38X Cap: $5.88B
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Q: Hi Folks
I would appreciate your opinion on ETSY. I've been following it since May and it has been quite a tear. Looking to add a 3% position to my Growth portfolio. Would it be a good time to buy?
Thanks

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Read Answer Asked by JOHN on August 21, 2018

• Micron Technology Inc. (MU $158.82)
  • $158.82 P/E (TTM): 28.32X Cap: $177.73B
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• QUALCOMM Incorporated (QCOM $164.14)
  • $164.14 P/E (TTM): 15.58X Cap: $177.10B
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Q: Hello. If you could choose either QCOM or MU, which stock would you pick for a few months of swing trading? Thanks.

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Read Answer Asked by Esther on August 21, 2018

• Cognizant Technology Solutions Corporation (CTSH $69.17)
  • $69.17 P/E (TTM): 13.94X Cap: $33.78B
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Q: Good afternoon folks: is this a good name to own for the long term.
Thanks
Mark.

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Read Answer Asked by Mark on August 21, 2018

Q: What's your view on Cyberark Software?

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Read Answer Asked by Jason on August 21, 2018

• Splunk Inc. (SPLK)
  • P/E (TTM): 237.35X Cap: $26.43B
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Q: What's your view on Splunk?

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Read Answer Asked by Jason on August 21, 2018

• CI Tech Giants Covered Call ETF (TXF $22.34)
  • $22.34 P/E (TTM): 32.3X Cap: $698M
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Q: could we please have your opinion of this tech etf Thank you

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Read Answer Asked by michael on August 21, 2018

Q: Who will benefit the Most. What are your thoughts on IGT and CZR ? Are they good ones to purchase ? RAK

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Read Answer Asked by bob on August 21, 2018

• Zendesk Inc. (ZEN)
  • Cap: $9.62B
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Q: What's your view on Zendesk?

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Read Answer Asked by Jason on August 21, 2018

Q: What's your view on Alteryx?

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Read Answer Asked by Jason on August 21, 2018

• Meta Platforms Inc. (META $779.00)
  • $779.00 P/E (TTM): 27.75X Cap: $1.95T
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Q: What do you think is a good entry point on Facebook? Do you think it will retest old lows? I will be selling other US (Old) Tech to fund. Thx Scott

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Read Answer Asked by Scott on August 20, 2018