Investment Q&A

• Constellation Software Inc. (CSU $4,470.99)
  • $4,470.99 P/E (TTM): 110.08X Cap: $96.41B
  • View CSU Profile
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  • View Reports on CSU
• Topicus.com Inc. (TOI $176.83)
  • $176.83 P/E (TTM): 79.44X Cap: $14.73B
  • View TOI Profile
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• Lumine Group Inc. (LMN $47.41)
  • $47.41 P/E (TTM): 176.19X Cap: $12.16B
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Q: Everyone, I will need to allocate funds to: CSU or LMN or TOI. I am already overweight in CSU ( I have held the stock since $110) and LMN. My preference is still CSU and I am not afraid of being over - overweight in the best stock in Canada).
Your thoughts.

Upvote 0

Read Answer Asked by Clayton on August 29, 2023

• Super Micro Computer Inc. (SMCI $44.07)
  • $44.07 P/E (TTM): 23.12X Cap: $26.18B
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• Perion Network Ltd (PERI $9.30)
  • $9.30 Cap: $421M
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• Sprout Social Inc (SPT $14.64)
  • $14.64 Cap: $893M
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Q: Good afternoon,

If an investor has $10K to spend today, which of these three stocks might you have more confidence in buying to (hopefully) realize a significant share price increase during the next 18 months? A brief explanation would be appreciated. Thank you. Brad

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Read Answer Asked by Bradley on August 29, 2023

• Arista Networks Inc. (ANET $133.04)
  • $133.04 P/E (TTM): 51.78X Cap: $167.47B
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Q: Is it valid to compare networks as being the "roadway infrastructure" in technology? How much of a moat does ANET have?

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Read Answer Asked by Mike on August 29, 2023

• Lumine Group Inc. (LMN $47.41)
  • $47.41 P/E (TTM): 176.19X Cap: $12.16B
  • View LMN Profile
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Q: My BMO account shows my Lumine Group stock in US dollars with the ticker LMGIF.US. Is my assumption that this is considered a Canadian company for tax purposes correct? Thank you!

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Read Answer Asked by Tracey on August 29, 2023

• CrowdStrike Holdings Inc. (CRWD $418.83)
  • $418.83 Cap: $104.39B
  • View CRWD Profile
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Q: Hi,
Do you still feel CRWD may have upside potential given today's downgrade by Morgan Stanley? With earnings coming up on Aug 30th, would you continue to hold even with a negative profit in a non taxable account? In a taxable account, this decision might be easier - ! Looking forward to your insight - thanks!
Dawn

Upvote 0

Read Answer Asked by Dawn on August 28, 2023

• Wishpond Technologies Ltd. (WISH $0.17)
  • $0.17 Cap: $9M
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Q: Please comment Wishpond shares 2Q financials. Thanks

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Read Answer Asked by kwokwai on August 28, 2023

• Enghouse Systems Limited (ENGH $22.61)
  • $22.61 P/E (TTM): 15.78X Cap: $1.24B
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Q: Enghouse Systems has been continuously going lower in the past 3 years. Please advise what should a long terms holder do ? Do you anticipate any hope of revivals in the near future ? Thank you. Bill.

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Read Answer Asked by Bill on August 28, 2023

• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
  • View NVDA Profile
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Q: Could you comment more on NVDA's valuation? Do you have any thoughts about at what level its PE might end up stabalizing in the long run?

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Read Answer Asked by Martin on August 28, 2023

• Alphabet Inc. (GOOG $209.16)
  • $209.16 P/E (TTM): 21.34X Cap: $2.50T
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• Microsoft Corporation (MSFT $504.26)
  • $504.26 P/E (TTM): 36.97X Cap: $3.77T
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• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
  • View NVDA Profile
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• GLOBAL X FDS (BOTZ $33.67)
  • $33.67 P/E (TTM): 47.28X Cap: $2.84B
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• Super Micro Computer Inc. (SMCI $44.07)
  • $44.07 P/E (TTM): 23.12X Cap: $26.18B
  • View SMCI Profile
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• iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
  • P/E (TTM): 35.8X Cap: $661M
  • View IRBO Profile
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• Vertiv Holdings LLC Class A (VRT $125.02)
  • $125.02 P/E (TTM): 73.59X Cap: $48.10B
  • View VRT Profile
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• ARK Autonomous Technology & Robotics ETF (ARKQ $98.68)
  • $98.68 P/E (TTM): 178.95X Cap: $1.25B
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Q: In my previous question, I asked for recommendation for a few AI-related stocks. Your response to my question included a link to a page that contains individual AI-related stocks. I clicked on it, but the link didn't work because of an invalid url.

Would you please either provide the names in your reply or send me another link with a valid url.

Cheers,
H

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Read Answer Asked by Harry on August 28, 2023

• BlackBerry Limited (BB $5.18)
  • $5.18 Cap: $3.08B
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Q: assuming veritas is serious about
buying blackberry, what would you
suggest might be a fair price.
thank you

Upvote 0

Read Answer Asked by howard on August 28, 2023

• GLOBAL X FDS (BOTZ $33.67)
  • $33.67 P/E (TTM): 47.28X Cap: $2.84B
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• iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
  • P/E (TTM): 35.8X Cap: $661M
  • View IRBO Profile
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• ARK Autonomous Technology & Robotics ETF (ARKQ $98.68)
  • $98.68 P/E (TTM): 178.95X Cap: $1.25B
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Q: Morning 5iTeam,

Would you please recommend 2 or 3 stocks and ETFs to hitch a ride on the AI wagon.

Thanks,
H

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Read Answer Asked by Harry on August 28, 2023

• Alphabet Inc. (GOOG $209.16)
  • $209.16 P/E (TTM): 21.34X Cap: $2.50T
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• Salesforce Inc. (CRM $247.87)
  • $247.87 P/E (TTM): 38.47X Cap: $237.36B
  • View CRM Profile
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Q: Salesforce or Google as a new buy today. What's your recommendation.

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Read Answer Asked by Cameron on August 28, 2023

• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
  • View NVDA Profile
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Q: Good morning, would it be too late to get on the Nvidia bandwagon for a 2 to 3 year hold, thanks?

Upvote 0

Read Answer Asked by Pat on August 24, 2023

• Alphabet Inc. (GOOG $209.16)
  • $209.16 P/E (TTM): 21.34X Cap: $2.50T
  • View GOOG Profile
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• Microsoft Corporation (MSFT $504.26)
  • $504.26 P/E (TTM): 36.97X Cap: $3.77T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
  • View NVDA Profile
  • View Questions on NVDA
• Super Micro Computer Inc. (SMCI $44.07)
  • $44.07 P/E (TTM): 23.12X Cap: $26.18B
  • View SMCI Profile
  • View Questions on SMCI
• Vertiv Holdings LLC Class A (VRT $125.02)
  • $125.02 P/E (TTM): 73.59X Cap: $48.10B
  • View VRT Profile
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Q: If you wanted to take a position in a stock in the AI phenomenon what would be your top 5 picks. Could please indicate the reasons for your choices.

Upvote 1

Read Answer Asked by shirley on August 24, 2023

• Canadian Solar Inc. (CSIQ $11.39)
  • $11.39 Cap: $741M
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Q: What do you think of their results? Do you expect their Chinese affiliations will hurt them?

Thanks

Upvote 0

Read Answer Asked by Peter on August 23, 2023

• Alphabet Inc. (GOOG $209.16)
  • $209.16 P/E (TTM): 21.34X Cap: $2.50T
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• Pure Storage Inc. Class A (PSTG $59.05)
  • $59.05 P/E (TTM): 154.81X Cap: $19.06B
  • View PSTG Profile
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.79)
  • $16.79 Cap: $2.33B
  • View LSPD Profile
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Q: Following your answer to Dan about LSPD risks and potential, you say that there is a better place for capital in tech. What would be your top picks to replace LSPD? Thanks

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Read Answer Asked by Gilles on August 23, 2023

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.79)
  • $16.79 Cap: $2.33B
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Q: What, in your opinion, is your outlook for Lightspeed over the next three years? What level of risk would it be in conservative portfolio from 1-10. One being low risk.
Thanks as always.

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Read Answer Asked by Dan on August 23, 2023

• Twilio Inc. Class A (TWLO $104.59)
  • $104.59 P/E (TTM): 1009.7X Cap: $16.32B
  • View TWLO Profile
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Q: Hi. What's your opinion regarding starting a position Twilio? thx. J

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Read Answer Asked by John on August 22, 2023

• Amazon.com Inc. (AMZN $227.94)
  • $227.94 P/E (TTM): 33.83X Cap: $2.44T
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• Costco Wholesale Corporation (COST $941.58)
  • $941.58 P/E (TTM): 56.64X Cap: $425.09B
  • View COST Profile
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• Alphabet Inc. (GOOG $209.16)
  • $209.16 P/E (TTM): 21.34X Cap: $2.50T
  • View GOOG Profile
  • View Questions on GOOG
• Visa Inc. (V $348.82)
  • $348.82 P/E (TTM): 33.56X Cap: $679.05B
  • View V Profile
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• Constellation Software Inc. (CSU $4,470.99)
  • $4,470.99 P/E (TTM): 110.08X Cap: $96.41B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• SPDR S&P 500 ETF Trust (SPY $642.47)
  • $642.47 P/E (TTM): 57.48X Cap: $652.34B
  • View SPY Profile
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• INVESCO QQQ Trust (QQQ $570.32)
  • $570.32 P/E (TTM): 59.46X Cap: $367.94B
  • View QQQ Profile
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• Brookfield Corporation Class A Limited Voting Shares (BN $89.97)
  • $89.97 P/E (TTM): 150.4X Cap: $136.36B
  • View BN Profile
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Q: Hi Team,
For an 18 year old who just opened their TFSA and starting with $6500, what stocks or ETFs (CDN and/or US) would you start with? There are no trading fees so there is no worry to buy 10 names if that is the best way forward.
Thanks

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Read Answer Asked by Marco on August 22, 2023

• Constellation Software Inc. (CSU $4,470.99)
  • $4,470.99 P/E (TTM): 110.08X Cap: $96.41B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
  • $194.87 P/E (TTM): 77.53X Cap: $255.35B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Topicus.com Inc. (TOI $176.83)
  • $176.83 P/E (TTM): 79.44X Cap: $14.73B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: CSU never dropped to the extent of these stocks in 2022. Why might that be?

Thx

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Read Answer Asked by blake on August 22, 2023