Investment Q&A

• Meta Platforms Inc. (META $660.62)
  • $660.62 P/E (TTM): 28.8X Cap: $1.66T
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• Cognex Corporation (CGNX $38.60)
  • $38.60 P/E (TTM): 56.82X Cap: $6.26B
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• ROBO Global Robotics and Automation Index ETF (ROBO $73.15)
  • $73.15 P/E (TTM): 24.95X Cap: $1.35B
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Q: I am doing some tax loss harvesting . Would these be good candidates?
CGNX(-21%)
FB(-11%)
ROBO(-9%)

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Read Answer Asked by Anna on October 04, 2018

• Sierra Wireless Inc. (SW $40.99)
  • $40.99 Cap: $1.60B
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• Adesto Technologies Corporation (IOTS $12.54)
  • $12.54 Cap: $391M
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Q: I was following this company IOTS due to its positioning in the internet of things space. I was looking at the company balance sheet and it seems to have reasonable revenues yet a negative cash flow. Do you think this company is a reasonable small cap buy? Are there any other companies in this space you suggest buying instead?

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Read Answer Asked by Scott on October 04, 2018

• Constellation Software Inc. (CSU $3,256.73)
  • $3,256.73 P/E (TTM): 75.16X Cap: $67.97B
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Q: Could you please comment on the acquisition referred to in CSU'S press release this morning? The CEO must have deemed the acquisition material to the company.

Many thanks, Peter

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Read Answer Asked by Peter on October 03, 2018

• Open Text Corporation (OTEX $44.56)
  • $44.56 P/E (TTM): 16.65X Cap: $11.15B
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Q: I noticed that insiders sold $51,322,547 worth of stock in the last 60 days. That would amount to well over a million shares in my opinion. Should I sell too?
Doug

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Read Answer Asked by Doug on October 03, 2018

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $175.39)
  • $175.39 P/E (TTM): 29.26X Cap: $2.81B
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Q: Do you think it is to late to buy this ETF. Are the best days behind it.
Thanks

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Read Answer Asked by George on October 03, 2018

• The Trade Desk Inc. (TTD $39.74)
  • $39.74 P/E (TTM): 43.31X Cap: $19.21B
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Q: What do you think of buying TTD at this point? How much downside should I expect?
Thanks,
Issaku

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Read Answer Asked by Issaku on October 02, 2018

• BlackBerry Limited (BB $5.42)
  • $5.42 Cap: $3.15B
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Q: With regards to BB turning around and the wider Cdn investment funds’ appetite and need of investable tech companies within the TSX, is there play in this stock that way?

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Read Answer Asked by Gerald on October 01, 2018

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Regarding Square, I encountered it twice in as many days recently. One was by a guy renting wet suits from his van at the beach. The other was a girl who runs her own small gift shop in Nova Scotia. I can see where it would continue to grow. It's so easy for both the business and the customer to do a transaction.

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Read Answer Asked by Jerry on October 01, 2018

• Intel Corporation (INTC $40.04)
  • $40.04 P/E (TTM): 3938.0X Cap: $172.32B
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• QUALCOMM Incorporated (QCOM $182.45)
  • $182.45 P/E (TTM): 34.53X Cap: $188.82B
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Q: Hi Peter, considering a preference for dividend paying stock in tech sector - which would you recommend - QCOM, INTC OR TSM (or if any other your prefer). Already own apple, msft , csco and oracle. Thanks

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Read Answer Asked by RUPINDER on October 01, 2018

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: greetings - many of the small businesses i know that use square say it is very expensive on a per use basis and if they had a cheaper alternative they would switch. What prevents someone like Visa from entering this space with their own product?Smaller merchants are extremely sensitive to costs so i would expect any 'cheaper' aletnative could erode either their profitability or their client base. Have you seen anything that addresses this issue.

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Read Answer Asked by kelly on September 28, 2018

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Square is being called future FANG by some analysts. Can you please elaborate a bit more ? Thanks a lot.

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Read Answer Asked by Lai Kuen on September 28, 2018

• BlackBerry Limited (BB $5.42)
  • $5.42 Cap: $3.15B
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Q: Your comments on Q2 results please.
Thanks

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Read Answer Asked by Daniel on September 28, 2018

• Universal Display Corporation (OLED $126.41)
  • $126.41 P/E (TTM): 26.26X Cap: $5.85B
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Q: Would you know why OLED dropped so much lately. is it is a hold at this point or should I cut and scoot

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Read Answer Asked by Abhishek on September 27, 2018

• Meta Platforms Inc. (META $660.62)
  • $660.62 P/E (TTM): 28.8X Cap: $1.66T
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• Alphabet Inc. (GOOGL $314.34)
  • $314.34 P/E (TTM): 31.11X Cap: $3.79T
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• Constellation Software Inc. (CSU $3,256.73)
  • $3,256.73 P/E (TTM): 75.16X Cap: $67.97B
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Q: Hi 5i
Would you please rank the above stocks for growth in the next 2 years.
Thanks

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Read Answer Asked by Fernando on September 26, 2018

• DocuSign Inc. (DOCU $65.19)
  • $65.19 P/E (TTM): 45.35X Cap: $12.88B
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Q: DOCU has continued to drift lower since you last commented a few weeks ago. Do you see it forming a bottom and do you see this as a good entry point? Any change in your somewhat positive view of the company?

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Read Answer Asked on September 26, 2018

• Constellation Software Inc. (CSU $3,256.73)
  • $3,256.73 P/E (TTM): 75.16X Cap: $67.97B
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• Open Text Corporation (OTEX $44.56)
  • $44.56 P/E (TTM): 16.65X Cap: $11.15B
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Q: Hi 5i team:
I am looking to add to my position in the tech sector and would like to ask you to rank the following stocks: ENGH, CSU, OTEX, GIB.A. I already own SHOP, KXS, DSG. Is it a good time to add to my portfolio? Are the opportunities better in the U. S.? Thanks,
Pierre

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Read Answer Asked by Pierre on September 26, 2018

• Activision Blizzard Inc (ATVI)
  • P/E (TTM): 33.68X Cap: $74.28B
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• Take-Two Interactive Software Inc. (TTWO $254.35)
  • $254.35 Cap: $47.54B
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Q: Hi 5i,
I know very little about the video game and e-sports industry in general so I would like to get your thoughts on it.

As a possible entry into this area Activision Blizzard has been mentioned a couple of times over the last few days on BNN. Would this be one of the better stocks to invest in in this sector?

I have also heard mention of EA and TTWO but once again I know very little about this sector and these stocks so I would like to get your opinion. Are they worth considering?

Thanks. Love your service!
Brian

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Read Answer Asked by Brian on September 25, 2018

• Micron Technology Inc. (MU $343.43)
  • $343.43 P/E (TTM): 41.56X Cap: $351.32B
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Q: Hi Team,
Can you explain why MU price keep sliding since mid Jun,
The PE at 3.9X with market cap of 51 B. is it a BUY ?
Thank you as always,
Tak

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Read Answer Asked by Tak on September 24, 2018

• Coupa Software Incorporated (COUP)
  • Cap: $6.16B
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Q: Any update or change of opinion since I asked about this company earlier this year?

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Read Answer Asked by Christopher on September 21, 2018

• Kinaxis Inc. (KXS $168.37)
  • $168.37 P/E (TTM): 103.6X Cap: $4.67B
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• Open Text Corporation (OTEX $44.56)
  • $44.56 P/E (TTM): 16.65X Cap: $11.15B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $233.00)
  • $233.00 P/E (TTM): 138.22X Cap: $298.07B
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Q: I need to raise a bit of cash, and would like to take it from the Tech Sector which is a 23% weighting in my portfolio. I have 9 tech stocks in total. The top 4 largest holdings (approx 15% each of my tech holdings but none of them exceed 5% of my total portfolio) are KXS, OTEX, SHOP , SYZ.
Any thoughts on which one(s?) would, at this time, be best to trim ?
As always, thanks for being there !

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Read Answer Asked by Alexandra on September 21, 2018