Investment Q&A

• Constellation Software Inc. (CSU $3,253.00)
  • $3,253.00 P/E (TTM): 74.27X Cap: $69.01B
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• Descartes Systems Group Inc. (The) (DSG $118.99)
  • $118.99 P/E (TTM): 50.04X Cap: $10.15B
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• Kinaxis Inc. (KXS $170.81)
  • $170.81 P/E (TTM): 100.12X Cap: $4.72B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $231.78)
  • $231.78 P/E (TTM): 146.17X Cap: $303.19B
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• Canadian General Investments Limited (CGI $48.12)
  • $48.12 Cap: $997M
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• Open Text Corporation (OTEX $32.29)
  • $32.29 P/E (TTM): 16.86X Cap: $8.15B
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Q: Hi 5i,
I really like your creation of DOCCKS through amalgamating those 6 Canadian names, and the comparative 5 yr history you've put together of some salient numbers.
I think it might be helpful to also see where the money comes from, and wonder if you would also be able to break down the geographical origin (percentagewise) of each company's revenue and, further, compare those results to the net profit, FCF etc resulting from each geographical source of revenue?
Thanks 5i,
Peter

Upvote 9

Read Answer Asked by Peter on November 11, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.22)
  • $127.22 P/E (TTM): 17.05X Cap: $27.83B
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• Constellation Software Inc. (CSU $3,253.00)
  • $3,253.00 P/E (TTM): 74.27X Cap: $69.01B
  • View CSU Profile
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• Descartes Systems Group Inc. (The) (DSG $118.99)
  • $118.99 P/E (TTM): 50.04X Cap: $10.15B
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Q: What would be your favourite 3 Canadian tech stocks that have consistent growth potential.

Thanks Tom

Upvote 12

Read Answer Asked by Tom on November 11, 2024

• Check Point Software Technologies Ltd. (CHKP $190.17)
  • $190.17 Cap: $20.15B
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Q: The shares of CHKP had a significant drop recently. Was there anything in the last quarterly report that spooked investors? Does the current price offer a buying opportunity?
Many thanks for your thoughts.
Ian

Upvote 4

Read Answer Asked by Ian on November 11, 2024

• Atlassian Corporation (TEAM $163.47)
  • $163.47 Cap: $41.66B
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Q: Please comment on the latest quarterly results. Buy, Hold, Sell?

Upvote 1

Read Answer Asked by Larry M. on November 11, 2024

• Celestica Inc. (CLS $427.07)
  • $427.07 P/E (TTM): 48.74X Cap: $48.45B
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Q: CLS has had a strong run since their latest results. At today's price would you consider it a buy, hold or sell and what is your reasoning for the rating? Thanks so much!

Upvote 8

Read Answer Asked by Brendon on November 11, 2024

• Constellation Software Inc. (CSU $3,253.00)
  • $3,253.00 P/E (TTM): 74.27X Cap: $69.01B
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Q: Hi, Could you please comment on CSu earnings. Thank you

Upvote 9

Read Answer Asked by francis on November 11, 2024

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
  • $16.93 Cap: $2.28B
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Q: Hi 5I,
If lspd is able to take itself private at what price would you expect a deal to be successful?
What is the Capital Analyst day? I read that this event was postponed. Do you know if is this correct and if it is correct what would you expect the reason would be?
thx

Upvote 5

Read Answer Asked by jim on November 09, 2024

• EPAM Systems Inc. (EPAM $218.66)
  • $218.66 P/E (TTM): 31.54X Cap: $12.06B
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Q: Hi, Could you please comment on EPAM earnings. Thank you

Upvote 1

Read Answer Asked by francis on November 08, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.22)
  • $127.22 P/E (TTM): 17.05X Cap: $27.83B
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Q: Please comment on CGI results. Did they beat expections?

Upvote 6

Read Answer Asked by Andre on November 08, 2024

• Enghouse Systems Limited (ENGH $20.50)
  • $20.50 P/E (TTM): 15.26X Cap: $1.11B
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Q: I've looked over your recent comments and wonder if your opinion on this company has changed. I'm considering a tax loss and perhaps buying it back later, unless you have a different suggestion.

Thanks as always.

Upvote 3

Read Answer Asked by Molly on November 08, 2024

• Palo Alto Networks Inc. (PANW $194.74)
  • $194.74 P/E (TTM): 115.27X Cap: $129.54B
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• CrowdStrike Holdings Inc. (CRWD $483.21)
  • $483.21 Cap: $115.54B
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• Palantir Technologies Inc. (PLTR $182.82)
  • $182.82 P/E (TTM): 414.38X Cap: $428.32B
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Q: If these stocks are all buyable today, in what order would you but them today based on price and conviction. Thank you for the service you provide.

Upvote 4

Read Answer Asked by Cheryl on November 08, 2024

• Vertex Inc (VERX $20.08)
  • $20.08 Cap: $3.16B
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Q: What stands out for you in VERX’s recent quarterly report? Any red flags? How much room does VERX have to grow their business over the next 2-3 years? Thank-you.

Upvote 3

Read Answer Asked by Greg on November 08, 2024

• Palantir Technologies Inc. (PLTR $182.82)
  • $182.82 P/E (TTM): 414.38X Cap: $428.32B
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Q: Your analysis of Palantir please. Seems expensive but would you buy here if not already owned? At what price is it attractive? Thanks in advance.

Upvote 5

Read Answer Asked by K on November 07, 2024

• Sylogist Ltd. (SYZ $5.66)
  • $5.66 Cap: $131M
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Q: could I get your take on earnings? This is a company in transition, as the CEO states “Our Q3 performance further validates our successful transition to a SaaS-driven enterprise,”
Which metrics of the Q3 are most important to validate the above claims... how successful is the transition going?

Upvote 2

Read Answer Asked by Harry on November 07, 2024

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
  • $16.93 Cap: $2.28B
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Q: Hi 5i,

What is your opinion on LSPD latest earnings. their SP had a nice uptick today....What is their outlook now going forward, Would you continue to hold on and is there any current news on the search for a potential buyer?
thx

Upvote 7

Read Answer Asked by jim on November 07, 2024

• Vertiv Holdings LLC Class A (VRT $172.52)
  • $172.52 P/E (TTM): 65.64X Cap: $66.89B
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• Palantir Technologies Inc. (PLTR $182.82)
  • $182.82 P/E (TTM): 414.38X Cap: $428.32B
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Q: I am anxiously waiting a correction to buy these two companies before the year end, given their recent spectacular rise. Is it a realistic approach ? or would you consider a good move to take action now as soon as possible?

Thank you very much

Upvote 5

Read Answer Asked by Gabriel on November 07, 2024

• NVIDIA Corporation (NVDA $188.93)
  • $188.93 P/E (TTM): 46.68X Cap: $4.54T
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• Vertiv Holdings LLC Class A (VRT $172.52)
  • $172.52 P/E (TTM): 65.64X Cap: $66.89B
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Q: At this stage in the game if you had to choose one to hold which would you pick? Or would you go 50-50. Thanks!

Jason

Upvote 5

Read Answer Asked by Jason on November 07, 2024

• Robinhood Markets Inc. (HOOD $117.55)
  • $117.55 P/E (TTM): 51.35X Cap: $109.43B
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Q: Robinhood had eleven times the usual business last night, They have 24 hour trading . 80,000,000 Americans trade Bitcoin in some way according to Trump and Harris and this is why they backed it. Think of all the votes . Betting on Elections will become a World Wide Event .

24 hour trading 7 days a week will soon be in .

Robinhood will benefit from all this .

I think HOOD is a great Buy. Your comments please RAK

Upvote 3

Read Answer Asked by bob on November 07, 2024

• Constellation Software Inc. (CSU $3,253.00)
  • $3,253.00 P/E (TTM): 74.27X Cap: $69.01B
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Q: What does the market expect from CSU on Friday/
?

Thx

Upvote 6

Read Answer Asked by blake on November 07, 2024

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $127.22)
  • $127.22 P/E (TTM): 17.05X Cap: $27.83B
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• Descartes Systems Group Inc. (The) (DSG $118.99)
  • $118.99 P/E (TTM): 50.04X Cap: $10.15B
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Q: Could you compare these two for a 2 to 3 year hold and do you prefer one over the other? Thanx.

Upvote 12

Read Answer Asked by Steve on November 06, 2024