Investment Q&A

• Cloudflare Inc. Class A (NET $182.78)
  • $182.78 Cap: $64.02B
  • View NET Profile
  • View Questions on NET
• Datadog Inc. (DDOG $125.49)
  • $125.49 P/E (TTM): 399.65X Cap: $44B
  • View DDOG Profile
  • View Questions on DDOG
• Snowflake Inc. (SNOW $219.09)
  • $219.09 Cap: $74.97B
  • View SNOW Profile
  • View Questions on SNOW

Q: Is it time to sell SNOW and move on to an alternate tech stock? If so, may I have a couple of suggestions?
With appreciation,
Ed

Upvote 2

Read Answer Asked by Ed on June 03, 2024

• Dell Technologies Inc. Class C (DELL $120.62)
  • $120.62 P/E (TTM): 15.47X Cap: $79.93B
  • View DELL Profile
  • View Questions on DELL

Q: How much is Dell's quarterly report going to be a brake on the stock for the foreseeable future? Will it last until another quarterly report shows rising margins for servers?

Upvote 1

Read Answer Asked by John on June 03, 2024

• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 45.87X Cap: $4.49T
  • View NVDA Profile
  • View Questions on NVDA
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 144.9X Cap: $298.03B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Hello, I have a small position in these 2 stocks, and at current price , would you add ? If so, what would be an entry point ?
Thanks
Carlo

Upvote 9

Read Answer Asked by Carlo on June 03, 2024

• Topicus.com Inc. (TOI $125.91)
  • $125.91 P/E (TTM): 1057.27X Cap: $10.39B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI
• Lumine Group Inc. (LMN $26.16)
  • $26.16 P/E (TTM): 99.12X Cap: $6.71B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: Your thoughts as to why these software companies are up on a day when others are all down?

Thx

Upvote 13

Read Answer Asked by blake on June 01, 2024

• Dell Technologies Inc. Class C (DELL $120.62)
  • $120.62 P/E (TTM): 15.47X Cap: $79.93B
  • View DELL Profile
  • View Questions on DELL
• Vertiv Holdings LLC Class A (VRT $163.58)
  • $163.58 P/E (TTM): 60.67X Cap: $62.54B
  • View VRT Profile
  • View Questions on VRT

Q: A bit of a rough day for VRT. Is this related to Dell earnings?

Upvote 6

Read Answer Asked by William on June 01, 2024

• Vertiv Holdings LLC Class A (VRT $163.58)
  • $163.58 P/E (TTM): 60.67X Cap: $62.54B
  • View VRT Profile
  • View Questions on VRT

Q: Any reason for the drop in VRT today? I haven't seen any news that would account for this.

Upvote 4

Read Answer Asked by Valerie on June 01, 2024

• Adobe Inc. (ADBE $333.95)
  • $333.95 P/E (TTM): 19.99X Cap: $139.79B
  • View ADBE Profile
  • View Questions on ADBE

Q: I am a long term investor at break even point on Adobe. Fundamentals look good to me but momentum is terrible. Earnings come out June 13. Would you sell with a view to possibly buying back later or ride it out?

Upvote 3

Read Answer Asked by Andrew on May 31, 2024

• Open Text Corporation (OTEX $45.61)
  • $45.61 P/E (TTM): 16.99X Cap: $11.49B
  • View OTEX Profile
  • View Questions on OTEX

Q: OpenText has had a rough ride over the last few months. Any insight as to what is driving this? Any thoughts as to if this might be a buying opportunity?

Upvote 3

Read Answer Asked by Ken on May 31, 2024

• Adobe Inc. (ADBE $333.95)
  • $333.95 P/E (TTM): 19.99X Cap: $139.79B
  • View ADBE Profile
  • View Questions on ADBE

Q: Hi there,

Why did Adbe drop so much yesterday? I saw another comment that it’s related to CRM reporting but is there something seriously wrong with Adbe or is this drop overblown and it’s an opportunity to add for 1-3 year period?

Thanks!

Upvote 3

Read Answer Asked by Robert on May 31, 2024

• Kinaxis Inc. (KXS $177.44)
  • $177.44 P/E (TTM): 104.65X Cap: $4.97B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: would you have any idea what is going on with this company,I cannot find any bad news but it is down a whole bunch today.It seems to go down when the market is up and up ( a little ) when the market is down
Tks.

Upvote 8

Read Answer Asked by Allen on May 31, 2024

• Descartes Systems Group Inc. (The) (DSG $121.82)
  • $121.82 P/E (TTM): 50.66X Cap: $10.47B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Enghouse Systems Limited (ENGH $20.50)
  • $20.50 P/E (TTM): 15.54X Cap: $1.12B
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH
• Kinaxis Inc. (KXS $177.44)
  • $177.44 P/E (TTM): 104.65X Cap: $4.97B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• TECSYS Inc. (TCS $29.55)
  • $29.55 P/E (TTM): 82.08X Cap: $435M
  • View TCS Profile
  • View Questions on TCS
  • View Reports on TCS

Q: Hold all four in growth oriented TFSA for several years now. How much overlap do you see among them? How would you rank them first (best) to last? Are any need to own? If reducing number of these four holdings, which ones would you trim or eliminate? Any that could be increased as position size of each is less than 1.5% of total of all portfolios?

Upvote 7

Read Answer Asked by William Ross on May 31, 2024

• CrowdStrike Holdings Inc. (CRWD $470.61)
  • $470.61 Cap: $118.64B
  • View CRWD Profile
  • View Questions on CRWD

Q: What is going on with CrowdStrike today? Buying opportunity or hold off?
Thanks

Upvote 6

Read Answer Asked by Neil on May 31, 2024

• Okta Inc. (OKTA $92.23)
  • $92.23 P/E (TTM): 90.42X Cap: $16.34B
  • View OKTA Profile
  • View Questions on OKTA

Q: Hi 5i
How were the latest earnings....and how do you view them going forward,.....Shares price down 5% today...would this present an opportunity to increase a small position ---2 year time frame.

Thx

Upvote 3

Read Answer Asked by jim on May 31, 2024

• Salesforce Inc. (CRM $259.94)
  • $259.94 P/E (TTM): 34.78X Cap: $243.56B
  • View CRM Profile
  • View Questions on CRM
• Okta Inc. (OKTA $92.23)
  • $92.23 P/E (TTM): 90.42X Cap: $16.34B
  • View OKTA Profile
  • View Questions on OKTA

Q: Why it is failing today?

Thanks,
Milan

Upvote 2

Read Answer Asked by Milan on May 31, 2024

• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 45.87X Cap: $4.49T
  • View NVDA Profile
  • View Questions on NVDA

Q: Good Morning,
Is the .10 cent per share dividend payable by NVDA based on the current share count or the share count after the split?
Thank you

Upvote 5

Read Answer Asked by Kevin on May 30, 2024

• Adobe Inc. (ADBE $333.95)
  • $333.95 P/E (TTM): 19.99X Cap: $139.79B
  • View ADBE Profile
  • View Questions on ADBE
• Intuit Inc. (INTU $646.90)
  • $646.90 P/E (TTM): 44.43X Cap: $180.09B
  • View INTU Profile
  • View Questions on INTU
• Salesforce Inc. (CRM $259.94)
  • $259.94 P/E (TTM): 34.78X Cap: $243.56B
  • View CRM Profile
  • View Questions on CRM
• Descartes Systems Group Inc. (The) (DSG $121.82)
  • $121.82 P/E (TTM): 50.66X Cap: $10.47B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• ServiceNow Inc. (NOW $141.80)
  • $141.80 P/E (TTM): 17.13X Cap: $147.24B
  • View NOW Profile
  • View Questions on NOW

Q: Why the big drop,earnings appear good??I

Upvote 5

Read Answer Asked by terry on May 30, 2024

• UiPath Inc. Class A (PATH $16.32)
  • $16.32 P/E (TTM): 40.19X Cap: $8.72B
  • View PATH Profile
  • View Questions on PATH

Q: Can you explain reaction to Q results - is it the sudden termination of CEO or Q results (which looked OK) or guidance. Overaction or justified market reaction? thanks John

Upvote 1

Read Answer Asked by John on May 30, 2024

• Pure Storage Inc. Class A (PSTG $66.98)
  • $66.98 P/E (TTM): 171.74X Cap: $22.11B
  • View PSTG Profile
  • View Questions on PSTG

Q: Can I have your thoughts on earnings and long term prospects? Thank-you.

Upvote 3

Read Answer Asked by Alex on May 30, 2024

• GLOBAL X FDS (BOTZ $38.23)
  • $38.23 P/E (TTM): 61.6X Cap: $3.33B
  • View BOTZ Profile
  • View Questions on BOTZ
• GLOBAL X FDS (AIQ $52.58)
  • $52.58 P/E (TTM): 23.66X Cap: $7.62B
  • View AIQ Profile
  • View Questions on AIQ

Q: Is there an AI ETF that you would recommend that holds software or other sectors that would benefit when AI is fully implemented. Either in CDN or USA market


Thanks for the great service.

Upvote 4

Read Answer Asked by Hector on May 30, 2024

• MDA Space Ltd. (MDA $29.52)
  • $29.52 P/E (TTM): 34.02X Cap: $3.72B
  • View MDA Profile
  • View Questions on MDA

Q: Why the big drop in price. Was at $15 start of May now 11.66. Is there upside in the next quarter and going forward

Upvote 3

Read Answer Asked by JOHN on May 30, 2024