Investment Q&A

• Booking Holdings Inc. (BKNG $5,730.73)
  • $5,730.73 P/E (TTM): 39.81X Cap: $185.41B
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• Super Micro Computer Inc. (SMCI $44.81)
  • $44.81 P/E (TTM): 23.12X Cap: $26.18B
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• Shopify Inc. (SHOP $140.45)
  • $140.45 P/E (TTM): 77.53X Cap: $184.65B
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Q: What would be your one pick of smci, shopify or bkng? I see these are all liked by you. I am looking to add one more growth name to my holdings and not not concerned about what sector. I am leaning towards smci which I have bought and sold in the past but have not held as it seems to have big ups and draw downs which makes me nervous. Thanks,

Jason

Upvote 1

Read Answer Asked by Jason on October 25, 2023

• Lumine Group Inc. (LMN $47.85)
  • $47.85 P/E (TTM): 176.19X Cap: $12.50B
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Q: Please explain the losses due to fair value of the redeemable preferred shares and special securities?

Upvote 0

Read Answer Asked by Gill on October 24, 2023

• Motorola Solutions Inc. (MSI $460.02)
  • $460.02 P/E (TTM): 38.57X Cap: $76.95B
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Q: Hi - with an (unfortunate) increase in military spending going forward, is MSI a likely beneficiary of such spending? Any other factors that you like or dislike about the company and its prospects for the coming year or so?

Upvote 0

Read Answer Asked by Doug on October 24, 2023

• Dye & Durham Limited (DND $10.30)
  • $10.30 Cap: $700M
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Q: Would you consider the company a buy at today's close or simply a value trap?

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Read Answer Asked by Rick on October 24, 2023

• Lumine Group Inc. (LMN $47.85)
  • $47.85 P/E (TTM): 176.19X Cap: $12.50B
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Q: Any idea as to what caused the drop today? I'm not seeing any news.

Upvote 0

Read Answer Asked by Kyle on October 24, 2023

• Dye & Durham Limited (DND $10.30)
  • $10.30 Cap: $700M
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Q: Can you comment on DND's financing announcement. What does it mean and what impact will it have on operations in the future? Is it a good move? Market appears not to like it as of Friday afternoon.

Upvote 0

Read Answer Asked on October 22, 2023

• Canadian Solar Inc. (CSIQ $11.49)
  • $11.49 Cap: $741M
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Q: Hi Team,

What are your current thought and recommendation on this one?

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Read Answer Asked by David on October 21, 2023

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.39)
  • $5.39 Cap: $1.50B
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Q: Is there a price you would consider to be attractive to enter this at? There must be something of value?

Thx

Upvote 0

Read Answer Asked by blake on October 20, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Closed at 2.33 yesterday, then shortly after the company releases a prelim for Q3 of better than expected results than previously announced. They gave numbers that told an obvious story of improvement in all aspects. I consider this a load up scenario. I know your position is generally conservative but in this case isn't this a rare opportunity to buy in cheap with them giving you a glimpse of what is to come.

Upvote 0

Read Answer Asked by Steve on October 20, 2023

• Coveo Solutions Inc. Subordinate voting shares (CVO $8.81)
  • $8.81 Cap: $860M
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Q: Why is the stock taking such a hit today,after coming out with what seemed to me,good news on a new product???

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Read Answer Asked by terry on October 20, 2023

• Intuit Inc. (INTU $659.60)
  • $659.60 P/E (TTM): 56.73X Cap: $184.84B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $132.87)
  • $132.87 P/E (TTM): 17.41X Cap: $30.08B
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• Palo Alto Networks Inc. (PANW $184.63)
  • $184.63 P/E (TTM): 104.75X Cap: $123.94B
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• The Trade Desk Inc. (TTD $52.81)
  • $52.81 P/E (TTM): 63.01X Cap: $26.01B
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• Okta Inc. (OKTA $92.33)
  • $92.33 P/E (TTM): 138.12X Cap: $16.11B
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• HubSpot Inc. (HUBS $470.77)
  • $470.77 Cap: $24.99B
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• CrowdStrike Holdings Inc. (CRWD $419.47)
  • $419.47 Cap: $104.82B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Topicus.com Inc. (TOI $175.35)
  • $175.35 P/E (TTM): 79.44X Cap: $14.65B
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• Lumine Group Inc. (LMN $47.85)
  • $47.85 P/E (TTM): 176.19X Cap: $12.50B
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Q: Good morning

I have small positions in the following technology companies: GIB.A; CRWD; HUBS; NVEI: OKTA;TOI:PANW: INTU: TTD: LMN. I would like to clean up this portion of my portfolio. Which of these would you sell, and which ones would you add to? Thanks for your ongoing great advise.

Peter

Upvote 0

Read Answer Asked by Peter on October 20, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Good day guys ,
This story getting hit again .. is this a tax loss selling situation here? ..according to u guys there has been insider buying .. would u add here or still hold this frustrating name .
Thx
Mark

Upvote 0

Read Answer Asked by Mark on October 19, 2023

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $5.39)
  • $5.39 Cap: $1.50B
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Q: Do you see anything being done differently at Telus International that might portend a rebound to higher valuations? Is this just another hohum company using the “words” of the day to sell their “used cars” or is there really something to them and the rocket is set to launch?

Upvote 0

Read Answer Asked by Stephen on October 18, 2023

• Dye & Durham Limited (DND $10.30)
  • $10.30 Cap: $700M
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Q: DND is potentially buying back 10% of the float - should I be encouraged by this or concerned that it just adds to their already high leverage? Wondering if I should be averaging down here or is it just throwing good money after bad. Thanks

Upvote 0

Read Answer Asked by Michael on October 18, 2023

• BlackBerry Limited (BB $5.18)
  • $5.18 Cap: $3.09B
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• BlackBerry Limited (BB $3.75)
  • $3.75 Cap: $2.24B
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Q: Hello,
Has BB mentioned any time frame for their split ? Any news from Veritas offer ?

Upvote 1

Read Answer Asked by Denise on October 18, 2023

• Fortinet Inc. (FTNT $77.99)
  • $77.99 P/E (TTM): 32.0X Cap: $61.31B
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• Palo Alto Networks Inc. (PANW $184.63)
  • $184.63 P/E (TTM): 104.75X Cap: $123.94B
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• Qualys Inc. (QLYS $133.47)
  • $133.47 P/E (TTM): 26.07X Cap: $4.85B
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• CrowdStrike Holdings Inc. (CRWD $419.47)
  • $419.47 Cap: $104.82B
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Q: Hearing more and more cyber attacks are occurring. And sense as global economic tensions increase so will the severity and impact of these attacks. What are your top 3 companies that provide protection and solutions for this critical area of business?

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Read Answer Asked by Chris on October 18, 2023

• NVIDIA Corporation (NVDA $181.07)
  • $181.07 P/E (TTM): 56.45X Cap: $4.34T
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Q: How is todays news going to effect nvda stock going forward.

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Read Answer Asked by don on October 18, 2023

• NVIDIA Corporation (NVDA $181.07)
  • $181.07 P/E (TTM): 56.45X Cap: $4.34T
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Q: Hi all
NVDA has been restricted from buying chips from China. What US (OR other country..) chip companies may benefit from NVDA buying elsewhere?
Much thanks

Upvote 0

Read Answer Asked by El-ann on October 18, 2023

• Topicus.com Inc. (TOI $175.35)
  • $175.35 P/E (TTM): 79.44X Cap: $14.65B
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• Lumine Group Inc. (LMN $47.85)
  • $47.85 P/E (TTM): 176.19X Cap: $12.50B
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Q: Hi Peter, can I get your thoughts on Topicus. Can you provide P/Ebitda multiple. With the sell off would you buy today.

Also can you provide comparison with LMN.

Thanks

Upvote 0

Read Answer Asked by Frank on October 18, 2023

• Celestica Inc. (CLS $265.47)
  • $265.47 P/E (TTM): 40.79X Cap: $30.07B
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Q: I was under the impression that CLS was a late inning performer and we are not there yet as indicated in earlier responses. So why now having sold it out of the BE portfolio at less than half its current price within the last couple of years. Is CLS an AI player ?

Thx

Upvote 1

Read Answer Asked by blake on October 17, 2023