Investment Q&A

• QUALCOMM Incorporated (QCOM $178.29)
  • $178.29 P/E (TTM): 36.37X Cap: $194.14B
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Q: Do you have any 5G technology companies worth looking into or is it too early to get involved in this area ?

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Read Answer Asked by Charles on November 16, 2018

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Atlassian Corporation (TEAM $162.04)
  • $162.04 Cap: $42.95B
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Q: Can you compare TEAM with SQ. Which one would you buy. 5-10 year hold.
PB

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Read Answer Asked by Peter on November 16, 2018

• NVIDIA Corporation (NVDA $175.02)
  • $175.02 P/E (TTM): 52.36X Cap: $4.39T
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Q: Please comment on NVDA earning release, is it a good entry point or wait till late
November or December ?
If I make tax loss transaction in my investment account and buy back the same stock in my TFSA account ( within allowable limit ) would I be penalized ?

Thanks a lot for your expert opinion.

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Read Answer Asked by Lai Kuen on November 15, 2018

• Evertz Technologies Limited (ET $14.57)
  • $14.57 P/E (TTM): 16.46X Cap: $1.11B
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Q: Good Afternoon, Any idea why the huge spike in volume for Evertz today? Rob

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Read Answer Asked by Robert on November 15, 2018

• NVIDIA Corporation (NVDA $175.02)
  • $175.02 P/E (TTM): 52.36X Cap: $4.39T
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Q: Please advise what analyst's expectations are for NVDA's quarterly release which will be issued after the bell today.

Thank you, Peter

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Read Answer Asked by Peter on November 15, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Amazon.com Inc. (AMZN $226.19)
  • $226.19 P/E (TTM): 32.74X Cap: $2.46T
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• Meta Platforms Inc. (META $644.23)
  • $644.23 P/E (TTM): 28.79X Cap: $1.64T
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• Alphabet Inc. (GOOGL $309.29)
  • $309.29 P/E (TTM): 31.61X Cap: $3.77T
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• Microsoft Corporation (MSFT $478.53)
  • $478.53 P/E (TTM): 34.04X Cap: $3.59T
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• NVIDIA Corporation (NVDA $175.02)
  • $175.02 P/E (TTM): 52.36X Cap: $4.39T
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• Boyd Group Income Fund (BYD.UN)
  • P/E (TTM): 47.0X
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• Kinaxis Inc. (KXS $171.57)
  • $171.57 P/E (TTM): 103.78X Cap: $4.86B
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• BMO MSCI China Selection Equity Index ETF (ZCH $20.84)
  • $20.84 P/E (TTM): 45.94X Cap: $177M
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $155.68)
  • $155.68 P/E (TTM): 21.1X Cap: $362.32B
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• Baidu Inc. (BIDU $125.01)
  • $125.01 P/E (TTM): 13.62X Cap: $44.10B
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Q: Hi Peter, Ryan,
Thanks for the great service Peter and Ryan. It is trying times for portfolios

We picked up AMZN (2%), KXS (1%), ZCH (2%) and GOOGL (1%) in the last few days. Also owned is BABA (3%), NVDA (2%). We have 25% in cash available. Is tech recommended to be 15% or 20% of a portfolio as of today with all the recent drops? I am going against the grain here for a bump up in 2019. Of AMZN, BABA, KXS, GOOGL, FB, MFST, BIDU, & PHO, and an outlier BYD.UN which 2-3 stocks are most appealing for a recovery?

Cheers
Jerry and Debbie

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Read Answer Asked by Jerry on November 15, 2018

• Align Technology Inc. (ALGN $165.43)
  • $165.43 P/E (TTM): 31.83X Cap: $11.75B
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Q: Any thing going on with ALGN? Or is it just the markets?
Does any stock of a good company meeting all your criteria look particularly attractive now? Thank you. Shyam

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Read Answer Asked by Shyam on November 14, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Regarding Photon, on a quick back of the napkin analysis it looks like the company is being valued at 2 times sales, once you strip out the cash.
Can you tell me what a typical multiple is?
It's astonishing that the company is back to 2016 valuations given all of the positive catalysts.

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Read Answer Asked by Cory on November 14, 2018

Q: Hi,
any word on Electrameccanica Vehicles Corp.? They appear to gearing up for sales and have a number of units on preorder but information lacks transparency.

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Read Answer Asked by david on November 14, 2018

Q: Hi 5i, What are your top 4 Canadian technology picks for a 5 - 10 year hold. The only criteria would be safety + growth, little or no debt, dividend a plus but necessary.

Thanks,
Chris.

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Read Answer Asked by Christopher on November 14, 2018

• Edgewater Wireless Systems Inc. (YFI $0.05)
  • $0.05 Cap: $9M
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Q: I would appreciate an updated view on Edgewater Wireless Systems as a speculative buy. What is their debt situation?
Thanks!

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Read Answer Asked by Gregory on November 13, 2018

• Etsy Inc. (ETSY $53.86)
  • $53.86 P/E (TTM): 39.09X Cap: $5.31B
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Q: Why ETSY is dropping this much today? Could you please comment on their results and outlook. Would you hold it for long term?

Thanks,
Milan

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Read Answer Asked by Milan on November 13, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $226.15)
  • $226.15 P/E (TTM): 93.19X Cap: $295.27B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Roku Inc. (ROKU $107.47)
  • $107.47 Cap: $15.70B
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Q: Hi peter between shop, roku & square which company has the most growth over the next year all have pulled back thx Kim

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Read Answer Asked by Kim on November 13, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: Can you explain and justify what’s going on with Photon. I didn’t sell at the highs When I was up almost 100%, preferring to look more long term than trading. Now, for the first time, I am under water on it. I thought they were rolling out some new products that were supposed to do well and drive numbers up. Do you still see it as a long term (3-5 year) hold to get back to the $2+ range? Or do you see it as a missed opportunity, live and learn, sell and move on?
Thanks

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Read Answer Asked by david on November 12, 2018

• Lumentum Holdings Inc. (LITE $324.35)
  • $324.35 P/E (TTM): 224.54X Cap: $26.38B
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Q: Is the price movement excessive based on the news? It probably does not help the poor sector momentum.

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Read Answer Asked by fwb181 on November 12, 2018

• INVESCO QQQ Trust (QQQ $613.62)
  • $613.62 P/E (TTM): 36.83X Cap: $411.03B
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• First Trust ISE Cloud Computing Index Fund (SKYY $131.66)
  • $131.66 P/E (TTM): 37.25X Cap: $3.10B
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Q: Is there any Cloud ETF that trades in Canadian dollar hedge or Unhedged. Which Technology ETF would you recommend?

Thanks for the great service
Hector

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Read Answer Asked by Hector on November 12, 2018

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.80)
  • $124.80 P/E (TTM): 16.92X Cap: $27.35B
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Q: Can you please comment on CGI's recently announced earnings as well as your overall thoughts on the company going forward. Thank You.

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Read Answer Asked by Brian on November 09, 2018

• Twilio Inc. Class A (TWLO $132.92)
  • $132.92 P/E (TTM): 346.08X Cap: $20.35B
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Q: Hi Team, any thoughts on Twilio. After big pop, would you recommend stepping in?
Thank-you in advance! Sam

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Read Answer Asked by sam on November 09, 2018

• NXP Semiconductors N.V. (NXPI $228.16)
  • $228.16 P/E (TTM): 28.56X Cap: $58.34B
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Q: Hi,
Norman Levine picked NXP Semiconductor November 8 on Market Call. Are you able to provide an outlook on this company and the thesis that once arbitrage ends after the failed Qualcomm deal it is likely to increase in value? It seems very cheap right now. Many thanks.
Michael

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Read Answer Asked by Michael on November 09, 2018

• Kinaxis Inc. (KXS $171.57)
  • $171.57 P/E (TTM): 103.78X Cap: $4.86B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: On Nov 1 Bruce asked about SQ and KXS and you said you would side with Sq for growth, I believe. With the current drop in SQ what would be your decision?
thanks

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Read Answer Asked by joseph on November 08, 2018