Investment Q&A

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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• Micron Technology Inc. (MU $394.69)
  • $394.69 P/E (TTM): 50.45X Cap: $444.22B
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• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.50T
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• Constellation Software Inc. (CSU $2,434.02)
  • $2,434.02 P/E (TTM): 56.66X Cap: $51.58B
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• Kinaxis Inc. (KXS $127.42)
  • $127.42 P/E (TTM): 73.24X Cap: $3.57B
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Q: I have a small position in PHO. This is my only position in tech. Is it a wise move to invest in the tech space at this time, if so do you have a suggestion.

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Read Answer Asked by Roy on May 25, 2018

• Constellation Software Inc. (CSU $2,434.02)
  • $2,434.02 P/E (TTM): 56.66X Cap: $51.58B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
  • $153.06 P/E (TTM): 81.74X Cap: $199.17B
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Q: For a long term hold, would you own CSU and SHOP equally or choose one of them and if only one which one?

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Read Answer Asked by Clayton on May 24, 2018

• Apple Inc. (AAPL $278.12)
  • $278.12 P/E (TTM): 36.99X Cap: $4.08T
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• Constellation Software Inc. (CSU $2,434.02)
  • $2,434.02 P/E (TTM): 56.66X Cap: $51.58B
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Q: Morning guys:

I presently do not have a tech stock in my portfolio, I was thinking of buying tucows. Do you have a preferred name to buy at current levels.

Thank you.

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Read Answer Asked by Mark on May 22, 2018

• Baidu Inc. (BIDU $145.93)
  • $145.93 P/E (TTM): 14.71X Cap: $50.16B
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• Spotify Technology S.A. (SPOT $422.61)
  • $422.61 Cap: $86.14B
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Q: Can I have your opinion on the steep price decline in Baidu & Spotify, is the market reaction overblown ?
Thanks

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Read Answer Asked by Lai Kuen on May 22, 2018

• POET Technologies Inc. (PTK $7.38)
  • $7.38 Cap: $669M
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Q: On March 6th you advised caution regarding PTK. Has anything changed thart might cause you to recommend taking a position at this tine?
GUY R

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Read Answer Asked by Guy R. on May 21, 2018

• iQIYI Inc. (IQ $1.97)
  • $1.97 P/E (TTM): 17.05X Cap: $1.89B
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Q: Do you have any opinion on this Chinese “Netflix” company??

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Read Answer Asked by Bill on May 21, 2018

• DocuSign Inc. (DOCU $47.13)
  • $47.13 P/E (TTM): 31.85X Cap: $9.43B
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Q: What do you think about DOCU? I have read mixed things on articles in seeking alpha. It seems to have critical mass, with a large client base to potentially dominate the sector. There is of course the valuation.

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Read Answer Asked by Leo on May 21, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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Q: Would you recommend pho at this level?

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Read Answer Asked by Roy on May 18, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
  • $153.06 P/E (TTM): 81.74X Cap: $199.17B
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Q: your outlook & opinion please

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Read Answer Asked by vince on May 18, 2018

• Pluralsight Inc. (PS $22.45)
  • $22.45 Cap: $6.66B
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Q: Thoughts on the Pluralsight IPO? Is it a good opportunity? It starts trading on tomorrow (Thursday) under ticker PS.

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Read Answer Asked by Ty on May 17, 2018

• BTL Group (BTL)
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• HIVE Digital Technologies Ltd. (HIVE $3.18)
  • $3.18 P/E (TTM): 16.59X Cap: $792M
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• Hut 8 Corp. (HUT $72.43)
  • $72.43 Cap: $7.97B
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Q: HI
Wondering what other companies you could recommend that has some association/ benefit from bitcoin and mining technology. Ex Hut 8

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Read Answer Asked by JEFF on May 17, 2018

• Invesco NASDAQ 100 Index ETF (QQC $40.71)
  • $40.71 P/E (TTM): 29.76X Cap: $1.40B
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• First Trust NASDAQ-100 Technology Sector Index Fd (QTEC $228.18)
  • $228.18 P/E (TTM): 36.35X Cap: $2.85B
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Q: What is your outlook and recommendation on QTEC Nasdaq 100 ETF as investment in TFSA and RRSP ?

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Read Answer Asked by Sriram on May 17, 2018

• Frontier Communications Corporation (FTR)
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Q: Hi
What is your view of FTR Frontier communications after the latest earnings ?
thanks

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Read Answer Asked by Francois on May 16, 2018

• Hut 8 Corp. (HUT $72.43)
  • $72.43 Cap: $7.97B
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Q: Can you please provide your analysis of Hut8 Mining HUT-V. It is a cryptocurrency & blockchain mining company. What do you think of the long-term prospects for this industry? Thank you.

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Read Answer Asked by Linda on May 15, 2018

• Tucows Inc. (TC $28.87)
  • $28.87 Cap: $326M
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Q: Morning guys:
Is this name a buy , sell , or hold . Plan is for a 3 to 5 year time horizon.

Thanks.

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Read Answer Asked by Mark on May 14, 2018

• Rapid7 Inc. (RPD $10.81)
  • $10.81 P/E (TTM): 30.03X Cap: $707M
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Q: Can you please explain RPD's proposed public offering of common stock by existing stockholders. I would take this to be a negative for the stock. Thanks.

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Read Answer Asked by Bruce on May 14, 2018

• Intel Corporation (INTC $50.59)
  • $50.59 Cap: $252.69B
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• NVIDIA Corporation (NVDA $185.41)
  • $185.41 P/E (TTM): 42.65X Cap: $4.50T
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Q: Dear 5i
I`m interested in INTC as I'm reading that its growth rate will be accelerating over the next 1-2 years . I already own NVDA.
Is this a company you would invest in at this time ?
Thanks
Bill C.

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Read Answer Asked by Bill on May 14, 2018

• NortonLifeLock (GEN)
  • P/E (TTM): 131.9X
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Q: Whoa!!!

1. How bad is it and what does it mean re: audit and possible accounting violations?

2. Is anti-virus still relevant - isn't this free from others (Microsoft)? How much of SYMCs revenue comes from anti-virus?

Buying opportunity or does this reek of corruption and something much worse?

Cam

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Read Answer Asked by Cameron on May 14, 2018

• NortonLifeLock (GEN)
  • P/E (TTM): 131.9X
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Q: Hello,
Can you please comment on the accounting issues at Symantec.
I am thinking about adding to this name on this big drop.
Thanks..Rob

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Read Answer Asked by Robert on May 14, 2018

• Cognex Corporation (CGNX $42.37)
  • $42.37 P/E (TTM): 60.75X Cap: $7.10B
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Q: Bought CGNX on the high. What is the best way to deal with a stock that reverses like this? Are the fundmentals good? What caused CGNX to fall out of grace? When does one pack it up and say I should move on? Thanks for all your support as always,
Mark

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Read Answer Asked by Mark on May 11, 2018