Investment Q&A

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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Q: FLIR reported the other day and the stock popped nicely after suffering a sell off prior. In trading on Friday it barely budged (very reassuring). What did you think of the quarter and its go forward outlook?

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Read Answer Asked by Gerald on July 30, 2018

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $174.27)
  • $174.27 P/E (TTM): 35.03X Cap: $2.81B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $62.95)
  • $62.95 P/E (TTM): 35.55X Cap: $4.23B
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• Invesco NASDAQ 100 Index ETF (QQC $42.33)
  • $42.33 P/E (TTM): 34.43X Cap: $1.34B
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Q: My portfolio lacks a serious commitment to technology although it is reasonably well balanced across the remaining sectors emphasizing a conservative income approach. To address the tech sector, I thought I would start easy, as it were, by investing in either ZQQ or XQQ. For an investor in his mid seventies, with a low comfort level in most things tech, that would appear to me to be the way to go. Appreciate your view.
Thank you.
Geoff

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Read Answer Asked by Geoffrey on July 30, 2018

• Rapid7 Inc. (RPD $15.68)
  • $15.68 P/E (TTM): 44.8X Cap: $1.02B
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Q: Any reason or news for the big drop in RPD. Thanks.

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Read Answer Asked by Bruce on July 27, 2018

• Constellation Software Inc. (CSU $3,382.25)
  • $3,382.25 P/E (TTM): 76.8X Cap: $71.67B
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Q: Can you state Constellation Software's cash and debt levels and compare it with the previous year's comparable quarter cash and debt levels?

Thanks.

John

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Read Answer Asked by john on July 27, 2018

• Broadcom Inc. (AVGO $402.96)
  • $402.96 P/E (TTM): 102.8X Cap: $1.90T
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• QUALCOMM Incorporated (QCOM $168.09)
  • $168.09 P/E (TTM): 33.55X Cap: $180.02B
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Q: read 2 awesome articles on this website https://thestockboys.com/blog/ about qualcomm and another about Broadcom. made me interested in both at these levels, but only have room in my portfolio for one in that type of space. I know your more Canadian focused, but which one of these 2 would you prefer?

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Read Answer Asked by neil on July 27, 2018

• Enghouse Systems Limited (ENGH $20.43)
  • $20.43 P/E (TTM): 15.02X Cap: $1.12B
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• Open Text Corporation (OTEX $47.05)
  • $47.05 P/E (TTM): 17.58X Cap: $11.85B
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Q: At current prices, which is the better IT company to buy for medium term hold in a non-registered account?

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Read Answer Asked by EDWARD on July 27, 2018

• Amazon.com Inc. (AMZN $233.22)
  • $233.22 P/E (TTM): 32.94X Cap: $2.49T
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• Amphenol Corporation (APH $140.90)
  • $140.90 P/E (TTM): 46.97X Cap: $172.46B
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• Atlassian Corporation (TEAM $149.52)
  • $149.52 Cap: $39.34B
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Q: Please comment on the earning release of these companies.
Thanks a lot

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Read Answer Asked by Lai Kuen on July 27, 2018

• Fintech Select Ltd. (FTEC $0.03)
  • $0.03 Cap: $2M
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Q: Can you give me your opinion on FTEC. I'd appreciate your long term (5year) outlook and price range. Thank you

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Read Answer Asked by Doris on July 27, 2018

• Constellation Software Inc. (CSU $3,382.25)
  • $3,382.25 P/E (TTM): 76.8X Cap: $71.67B
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Q: Hi there, if the quarterly results of CSU causes a drop in the share price tomorrow, would you consider this a good opportunity to add to the position?

Thanks!

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Read Answer Asked by Michael on July 27, 2018

• Ichor Holdings (ICHR $16.80)
  • $16.80 Cap: $577M
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Q: Anything wrong with ICHR. Short interest keep going up. Are they still buying back shares? It is down 30% since June 1st.

Thanks,

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Read Answer Asked by Stephane on July 26, 2018

• Sierra Wireless Inc. (SW $40.99)
  • $40.99 Cap: $1.60B
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Q: Hi Team,
I have small position (0.4%) on SW and down 17%.
Your thought on SW is highly appreciated !
Thanks as always,
Tak

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Read Answer Asked by Tak on July 26, 2018

• Celestica Inc. (CLS $480.11)
  • $480.11 P/E (TTM): 56.81X Cap: $55.23B
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• Enghouse Systems Limited (ENGH $20.43)
  • $20.43 P/E (TTM): 15.02X Cap: $1.12B
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Q: I am down 12% on CLS. Would a move from this company to ENGH be a good long term move?

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Read Answer Asked by Greg on July 26, 2018

• MKS Inc. (MKSI $156.39)
  • $156.39 P/E (TTM): 37.87X Cap: $10.50B
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Q: Hi,
Could you please comment on the recent results. Do you still like the company?
Thanks
Luke

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Read Answer Asked by luke on July 25, 2018

• Applied Materials Inc. (AMAT $252.25)
  • $252.25 P/E (TTM): 30.07X Cap: $200.95B
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• NVIDIA Corporation (NVDA $177.00)
  • $177.00 P/E (TTM): 50.43X Cap: $4.30T
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Q: Hi Team,
I am contemplating of switching my full position in AMAT to NVDA and would like to have your thoughts on this intended move.
Thanks,

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Read Answer Asked by Harry on July 25, 2018

• Horizons Robotics and Automation Index ETF (ROBO)
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Q: You suggested ROBO as an option re US & global technologies. Could you provide further info on this ETF and your outlook?
Thank you.

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Read Answer Asked by Dana on July 24, 2018

• Palo Alto Networks Inc. (PANW $190.13)
  • $190.13 P/E (TTM): 120.34X Cap: $132.52B
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Q: Hello,
What are your thoughts on a full position PANW for long term at current levels and on the upcoming SONOS IPO. Thanks.

Shyam

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Read Answer Asked by Shyam on July 24, 2018

• Intel Corporation (INTC $40.56)
  • $40.56 P/E (TTM): 4056.0X Cap: $177.53B
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• NVIDIA Corporation (NVDA $177.00)
  • $177.00 P/E (TTM): 50.43X Cap: $4.30T
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Q: Hi Peter, Can you please advise if you see a suitable place for semiconductor in Tech portion of the portfolio. If so, can you rank NVDA, AMD, INTC and MU. Thanks

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Read Answer Asked by RUPINDER on July 23, 2018

• Netflix Inc. (NFLX $107.58)
  • $107.58 P/E (TTM): 4.49X Cap: $455.85B
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Q: Hi, AMZN and NFLX have always been hard to buy due to expensive valuations. I managed to accumulate AMZN shares, a few months ago when stock dipped due to Mr Trump's rhetoric. NFLX price has dropped after its recent results due to lower subscriber growth and softer guidance. How do you see the thereat of competition from Hulu, Disney and Amazon etc ? Do you think, it's an opportunity to buy/accumulate for a 5 years or longer hold ? Thanks

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Read Answer Asked by rajeev on July 23, 2018

• Constellation Software Inc. (CSU $3,382.25)
  • $3,382.25 P/E (TTM): 76.8X Cap: $71.67B
  • View CSU Profile
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Q: Hi, could you please provide estimates for Constellation Software earnings expected later this week. There will be no conference calls now on. What are your expectations, based on news flow, since last results ? Thanks

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Read Answer Asked by rajeev on July 23, 2018

• Micron Technology Inc. (MU $236.48)
  • $236.48 P/E (TTM): 31.16X Cap: $265.44B
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• NVIDIA Corporation (NVDA $177.00)
  • $177.00 P/E (TTM): 50.43X Cap: $4.30T
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Q: Am thinking of adding to MU(1.6%) or initiating NVDA. Your advice please. Thanks, fooklin

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Read Answer Asked by Fooklin on July 23, 2018