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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi folks...thoughts on the $74.4M finance by Magnet Forensic @ $30.30 per share...I can understand upper mgmt cashing out...but stock price is half of what it was, just a few months an investor, this does not seem like a vote of confidence, going forward, on the timing of the you still like the company, and would U add on a selloff below $30, thanks as always, jb Piedmont QC

Read Answer Asked by John on December 08, 2021

Q: Hello Ryan, Peter and 5i Team,

Wondering if I can get your opinion on what one might do with Docusign? Having held it through the boom and now the bust, I'm not so sure that it will generate enough investor interest to return to its former peak within a reasonable timeframe (unless there is an extended Covid Lockdown 2.0).

What likelihood exists that it may be bought out at a decent premium, perhaps by Adobe? If your team is now somewhat lukewarm on this stock, can you please suggest 2-3 replacements that currently show higher growth potential.

Thank you.


Read Answer Asked by Bradley on December 08, 2021

Q: To my previous question on why some analysts are showing the third quarter EPS of DOCU as (-) 0.58$/share, your reply was beacause of different ways of calculating it- adjusted or non adjusted. Is the street expectation of EPS based on adjusted or non adjusted figures? Even then, I am a sure that values of EPS arrived through different accounting standards, would not be the same numerically. Here, it is + 0.58$ as reported by DOCU( including 5i) and negative 0.58$ reported by some analysts like Scotia . Please enlighten me if I have misunderstood something. Thanks.

Read Answer Asked by Sriram on December 08, 2021

Q: Shop is being sued by publishers accusing them of textbook piracy. How much is this weighing on the stock price now and should it be much of a concern? It is troubling that this puts a bad light on SHOP since it is reported that this concern was brought up to SHOP several times in the past with SHOP basically ignoring it.
Would like to thank 5i for having guided us through these past troubled years (and all the years outside Covid as well). Gerry

Read Answer Asked by Gerald on December 07, 2021

Q: Hello -

I understand the attractiveness of TOI stock - the management, the CSU model, growth projections, etc. However, I can't understand the current valuation. Even after the recent pullback to $108 (at time of writing), has the company's fortunes really increased by 72% within the last 10 months to reflect the increase to today's price compared to the beginning of Feb. last year? I realize stock price / fundamentals don't follow exactly in parallel, but that is quite an increase.

My other related question is on the sector itself. There just seems to be so many software companies out there. Is there an ever increasing need for software in the world to today that matches the increasing number of companies that offer it? In the U.S. there is a history of 3000 automobile companies at one time or the another. Only a tiny fraction exist today. I know this is an apples / oranges comparison industry-wise, but hopefully you understand my concern.

Thanks for your comments.

Read Answer Asked by James on December 06, 2021

Q: Thank you for your comments on the earnings report earlier today. I am wondering what your thoughts were of the earnings call yesterday? Was there anything worth noting either positive or negative in their comments? It seemed like the de-acceleration really caught management off guard. It also appears that they may be increasing their investments in sales to get back to what got them there? If so, how would this impact their next quarterly results. Is there still room for good growth through new verticals and geography? Lastly, how close is DOCU from being profitable? Would that help shift stock sentiment despite potential slowing growth?

Thanks for always for your input especially on this type of big swing stock days.

Read Answer Asked by Justin on December 06, 2021

Q: I understand Converge acquired many companies to allow for wide geographical coverage and raised money a few times already. What's expected to be their main driver for revenue growth in the next few years (they seem to have a wide range or products)? Also, can you comment on institutional backing they have. Would you consider the company medium or high risk. I am just trying to manage my exposure appropriately. Thanks!

Read Answer Asked by Pierre on December 06, 2021