Investment Q&A

• NVIDIA Corporation (NVDA $202.49)
  • $202.49 P/E (TTM): 57.69X Cap: $4.92T
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• Box Inc. Class A (BOX $32.09)
  • $32.09 P/E (TTM): 25.88X Cap: $4.64B
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• Arista Networks Inc. (ANET $157.69)
  • $157.69 P/E (TTM): 61.84X Cap: $198.19B
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Q: Good Day Team,

What can you to tell us about each of the above companies. I would also appreciate it if you could kindly order them from best to worst in the following lists:
1- Short-term Momentum
2- Long-term potential
3- Valuation
4- 5i pick

Thank you for being the best of best!

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Read Answer Asked by Saeed on November 24, 2017

• VIQ Solutions Inc. (VQS $0.17)
  • $0.17 Cap: $8M
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Q: what is your opinion please

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Read Answer Asked by earl on November 23, 2017

• Ichor Holdings (ICHR $22.68)
  • $22.68 Cap: $778M
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Q: Down 9% yesterday. Any stock specific reason to account for this? I noticed the whole semi conductor space was weak. Would you step into a position after this weakness ?
Thank you
Karim

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Read Answer Asked by Karim on November 23, 2017

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $177.83)
  • $177.83 P/E (TTM): 35.03X Cap: $2.87B
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• First Trust Dow Jones Internet Index Fund (FDN $283.94)
  • $283.94 P/E (TTM): 36.36X Cap: $7.56B
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Q: IS there a Canadian $ ETF that covers FANG stocks. Would you recommend it or is there a better way to play these stocks?

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Read Answer Asked by Raymond on November 23, 2017

• Open Text Corporation (OTEX $53.81)
  • $53.81 P/E (TTM): 23.27X Cap: $13.68B
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Q: Saw u earlier comment--downgraded by Macq to underperformed.Some worried about its digestion of recent acquisition resulting in increase in debt.Is this a good entry point to establish a new position.Thanks for u usual great services & views

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Read Answer Asked by Peter on November 23, 2017

• Open Text Corporation (OTEX $53.81)
  • $53.81 P/E (TTM): 23.27X Cap: $13.68B
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Q: Do you know what is driving the drop today? If it is an analyst report, can you comment on their conclusions.

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Read Answer Asked by Darcy on November 22, 2017

• HIVE Digital Technologies Ltd. (HIVE $7.30)
  • $7.30 P/E (TTM): 43.41X Cap: $1.73B
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Q: With the recent pullback in HIVE, would consider buying it at this price or is it too speculative?

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Read Answer Asked by Bruce on November 22, 2017

• Recon Capital NASDAQ-100 Covered Call ETF (QYLD $17.43)
  • $17.43 P/E (TTM): 34.11X Cap: $8.13B
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Q: Would QYLD appropriate for USD income given very high current tech valuations? Are there any US health care etfs that generate income writing covered calls? Thank you

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Read Answer Asked by Raj on November 22, 2017

• Microsoft Corporation (MSFT $517.81)
  • $517.81 P/E (TTM): 36.83X Cap: $3.84T
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Q: Please provide your analysis for Microsoft? What will drive this company forward relative to competitors. Can you advise re: growth and valuation over next 1-3 years? Do you own it yourself! Thank you.

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Read Answer Asked by Linda on November 22, 2017

• BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $66.45)
  • $66.45 P/E (TTM): 20.99X Cap: $174M
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• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $177.83)
  • $177.83 P/E (TTM): 35.03X Cap: $2.87B
  • View ZQQ Profile
  • View Questions on ZQQ

Q: Hi Peter, Ryan & Crew,
Is there an ETF in Canada that covers Tech companies in the US, and another one for Health Care also.
Thanks. Love your new website.
Ivan

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Read Answer Asked by Ivan on November 22, 2017

• Cadence Design Systems Inc. (CDNS $338.69)
  • $338.69 P/E (TTM): 87.52X Cap: $92.19B
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Q: Hello Peter. Can you look and advise on this company. Looks good on most metrics. Do you suggest buying it here for potential or any alternate suggestions?\\thnanks

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Read Answer Asked by RUPINDER on November 22, 2017

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $177.83)
  • $177.83 P/E (TTM): 35.03X Cap: $2.87B
  • View ZQQ Profile
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Q: What are your thoughts on ZQQ going into 2018? Would this be a good holding in a TFSA (3% weighting)? Thank you

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Read Answer Asked by Rudy on November 22, 2017

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Any more legs in . Is it an expensive stocks compare to PayPal. Thangs. Peter.

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Read Answer Asked by Alnoor on November 22, 2017

• null (SGH)
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Q: Could you please comment on their growth, debt, valuation.
Would you buy it today.

Thanks,
Milan

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Read Answer Asked by Milan on November 21, 2017

• Canadian Solar Inc. (CSIQ $20.76)
  • $20.76 Cap: $1.39B
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Q: Good Morning.

Would you please provide an update on this company? Has anything changed from your previous comments?

Thank you.
Cathy

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Read Answer Asked by Catherine on November 21, 2017

• Arista Networks Inc. (ANET $157.69)
  • $157.69 P/E (TTM): 61.84X Cap: $198.19B
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Q: What is your opinion on Arista Networks for a 3-5 year hold? Does the insider selling concern you? I understand you can't time the market but should one wait for a pullback or just buy into assuming it's a decent stock? Thanks!

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Read Answer Asked by Gooding on November 21, 2017

• Amazon.com Inc. (AMZN $244.22)
  • $244.22 P/E (TTM): 37.23X Cap: $2.60T
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• Alphabet Inc. (GOOG $281.82)
  • $281.82 P/E (TTM): 30.04X Cap: $3.39T
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• NVIDIA Corporation (NVDA $202.49)
  • $202.49 P/E (TTM): 57.69X Cap: $4.92T
  • View NVDA Profile
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• Salesforce Inc. (CRM $260.41)
  • $260.41 P/E (TTM): 37.85X Cap: $247.91B
  • View CRM Profile
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• Spectra7 Microsystems Inc. (SEV $0.01)
  • $0.01 Cap: $1M
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• Cognex Corporation (CGNX $41.39)
  • $41.39 P/E (TTM): 57.49X Cap: $6.93B
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Q: Hello,
Can you name a few interesting companies in the tech space in Canada, US and overseas which are involved in cutting edge and new technologies. Of these which would you consider interesting stocks to watch?

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Read Answer Asked by Shyam on November 20, 2017

• Acceleware Ltd. (AXE $0.08)
  • $0.08 P/E (TTM): 7.5X Cap: $9M
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Q: Could I get your analysis of this venture stock? It seems like a interesting approach using microwave technology to heat the subsurface for heavy oil extraction. It had a nice jump today.

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Read Answer Asked by Dan on November 20, 2017

• Xunlei Limited (XNET $8.91)
  • $8.91 Cap: $2.79B
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• Limelight Networks Inc. (LLNW)
  • P/E (TTM): -7.2X Cap: $364M
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Q: These are 2 U.S. stocks I am interested in and wondering if you could give me an opinion on them. Thanks for great service again. Dennis

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Read Answer Asked by Dennis on November 20, 2017

• Amazon.com Inc. (AMZN $244.22)
  • $244.22 P/E (TTM): 37.23X Cap: $2.60T
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• Meta Platforms Inc. (META $648.35)
  • $648.35 P/E (TTM): 28.71X Cap: $1.63T
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• Alphabet Inc. (GOOGL $281.19)
  • $281.19 P/E (TTM): 27.76X Cap: $3.39T
  • View GOOGL Profile
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• Microsoft Corporation (MSFT $517.81)
  • $517.81 P/E (TTM): 36.83X Cap: $3.84T
  • View MSFT Profile
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Q: I hold googl cgi full positions over longer term recently added csu nvda shopify sis gud half positions all doing good

nvda did best l for the shortterm.i held . AS s its likely the most volatile should I trim it?
my real question is should I add facebook Microsoft amazon as they all appear to have steady runway. if it makes sense I could add two half positions (which two ?}
or buy an fang etf ?if I buy etf that has googl I will sell half my current googl.
hope you can make sense out of this-

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Read Answer Asked by thambirajah on November 20, 2017