Investment Q&A

• Atlassian Corporation (TEAM $74.60)
  • $74.60 Cap: $19.67B
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• RingCentral Inc. Class A (RNG $37.45)
  • $37.45 P/E (TTM): 77.23X Cap: $3.11B
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Q: RNG is listed among today's new highs.
Is it too late to invest in this company?
How does it compare to TEAM, which I know you recommend.

Upvote 0

Read Answer Asked by Claudette on August 27, 2018

• Descartes Systems Group Inc. (The) (DSG $99.67)
  • $99.67 P/E (TTM): 42.49X Cap: $8.57B
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• Kinaxis Inc. (KXS $136.55)
  • $136.55 P/E (TTM): 40.92X Cap: $3.77B
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• Reliq Health Technologies Inc. (RHT)
  • Cap: $47M
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Q: I'm currently invested in some "subscription model" Companies such as $APPL, $CRM, $MSFT, $AMZN.
Are there any other companies in Canada or the US that use a "subscription model" that you can recommend?

Thanks,

Valter

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Read Answer Asked by Valter on August 27, 2018

• Apple Inc. (AAPL $248.96)
  • $248.96 P/E (TTM): 31.64X Cap: $3.65T
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• Microsoft Corporation (MSFT $389.02)
  • $389.02 P/E (TTM): 24.5X Cap: $2.88T
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Q: Hi Peter and Staff
I believe you consider both of the above a buy at present time.......family member has enough $ to start a small position in 1 of them. Which would you pick at present for long term hold and why.
Thanks for all you do
Dennis

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Read Answer Asked by Dennis on August 27, 2018

• Salesforce Inc. (CRM $194.99)
  • $194.99 P/E (TTM): 24.92X Cap: $179.97B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Just Eat Takeaway.com N.V. (GRUB)
  • P/E (TTM): -4.7X Cap: $7.22B
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Q: I would love to buy Grubhub, Square and Salesforce to add to the FANGs that I bought a year ago at then "stratospheric" prices. Do you think these three are too expensive or in for similar one year gains? Please rank and comment. Thank you.

Upvote 0

Read Answer Asked by Steven on August 24, 2018

• Tucows Inc. (TC $22.04)
  • $22.04 Cap: $247M
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Q: Tucows (an older pick of yours), has dropped a fair bit since it's last quarter results. Would now be a good time to enter a position for a 5 year hold ? or would you prefer an alternative ? I already hold CSU, KXS & OTEX.
Thank you once more for your valued advice
John

Upvote 0

Read Answer Asked by JOHN on August 24, 2018

• NortonLifeLock (GEN)
  • P/E (TTM): 131.9X
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• FireEye Inc. (FEYE)
  • P/E (TTM): -20.1X Cap: $4.27B
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• Check Point Software Technologies Ltd. (CHKP $154.52)
  • $154.52 Cap: $16.74B
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• Rapid7 Inc. (RPD $6.31)
  • $6.31 P/E (TTM): 17.19X Cap: $415M
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Q: Is this stock a buy or do you have another suggestion in the cyber security space ?

Upvote 0

Read Answer Asked by Christopher on August 24, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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• Constellation Software Inc. (CSU $2,519.21)
  • $2,519.21 P/E (TTM): 77.98X Cap: $53.38B
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• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $96.14)
  • $96.14 P/E (TTM): 33.18X Cap: $1.31B
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Q: I want to invest in the Cdn and US Tech sector, however I don't want to purchase stocks using US currency. I would like to have exposure to both US and Cdn Tech companies via the TSX. What do you suggest?

Thanks

Upvote 0

Read Answer Asked by Gordon on August 24, 2018

• Evolve Cyber Security Index Fund (CYBR $49.67)
  • $49.67 P/E (TTM): 34.73X Cap: $145M
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Q: One of your customers asked bout this company and you gave a fairly good response

The charts also look good

Would you recommend it as a buy at this time

Upvote 0

Read Answer Asked by Ernest on August 23, 2018

• Cisco Systems Inc. (CSCO $78.51)
  • $78.51 P/E (TTM): 27.91X Cap: $310.10B
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Q: May I please have your opinion of this company as a long term hold ?

Upvote 0

Read Answer Asked by Richard on August 23, 2018

• Super Micro Computer Inc. (SMCI $30.79)
  • $30.79 P/E (TTM): 22.32X Cap: $18.44B
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Q: Could you please comment on SMCI, Is it worth taking risk at this level?

Thanks,
Milan

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Read Answer Asked by Milan on August 23, 2018

• Meta Platforms Inc. (META $606.70)
  • $606.70 P/E (TTM): 26.21X Cap: $1.53T
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• BlackBerry Limited (BB $4.51)
  • $4.51 Cap: $2.66B
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Q: Good day! I have all of my stocks in Canadian dollars, except one position in US dollars, Blackberry. Looking at the recent drop in Facebook, I am wondering if a switch to FB might provide more short-term (1-2 years) growth for this one position. Your thoughts?
Thank-you.

Upvote 0

Read Answer Asked by Kim on August 23, 2018

• Casa Systems Inc. (CASA)
  • Cap: $25M
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Q: Hi, I'm considering purchasing Casa Systems (CASA) for the telecom sector - I currently have no telecom exposure. Looking for a stock with growth potential. Can you please provide your advice on this company?

Upvote 0

Read Answer Asked by Kel on August 22, 2018

• NVIDIA Corporation (NVDA $178.56)
  • $178.56 P/E (TTM): 36.82X Cap: $4.33T
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• Aptiv PLC (APTV $69.17)
  • $69.17 P/E (TTM): 92.28X Cap: $14.74B
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Q: Hi team, Just curious on your take for a 2-3 year hold for exposure to driverless tech sector.Concerns? Thanks in advance , Mike

Upvote 0

Read Answer Asked by michael on August 22, 2018

• Etsy Inc. (ETSY $54.76)
  • $54.76 P/E (TTM): 38.94X Cap: $5.27B
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Q: Hi Folks
I would appreciate your opinion on ETSY. I've been following it since May and it has been quite a tear. Looking to add a 3% position to my Growth portfolio. Would it be a good time to buy?
Thanks

Upvote 0

Read Answer Asked by JOHN on August 21, 2018

• Micron Technology Inc. (MU $444.27)
  • $444.27 P/E (TTM): 43.89X Cap: $500.02B
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• QUALCOMM Incorporated (QCOM $131.28)
  • $131.28 P/E (TTM): 26.3X Cap: $140.07B
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Q: Hello. If you could choose either QCOM or MU, which stock would you pick for a few months of swing trading? Thanks.

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Read Answer Asked by Esther on August 21, 2018

• Cognizant Technology Solutions Corporation (CTSH $61.55)
  • $61.55 P/E (TTM): 13.22X Cap: $29.43B
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Q: Good afternoon folks: is this a good name to own for the long term.
Thanks
Mark.

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Read Answer Asked by Mark on August 21, 2018

Q: What's your view on Cyberark Software?

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Read Answer Asked by Jason on August 21, 2018

• Splunk Inc. (SPLK)
  • P/E (TTM): 237.35X Cap: $26.43B
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Q: What's your view on Splunk?

Upvote 0

Read Answer Asked by Jason on August 21, 2018

• CI Tech Giants Covered Call ETF (TXF $22.47)
  • $22.47 P/E (TTM): 0.25X Cap: $725M
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Q: could we please have your opinion of this tech etf Thank you

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Read Answer Asked by michael on August 21, 2018

Q: Who will benefit the Most. What are your thoughts on IGT and CZR ? Are they good ones to purchase ? RAK

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Read Answer Asked by bob on August 21, 2018