Investment Q&A

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: CTS .. what is happening ... why the large volume sell off . should i add or sell

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Read Answer Asked by Bob on November 22, 2022

• Sylogist Ltd. (SYZ $7.84)
  • $7.84 Cap: $186M
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Q: Hi, Hope you are able to provide your opinion on this company, after the CC and reviewing today's price action with about 20% drop on large volume. We have owned this stock for income for several years even with poor performance, lately, but liquidated half of our holding at the open today, with a small loss. ( at least capital loss can be harvested). Is there any rationale to continue to own the company, for Growth and if so, what is the level of your conviction with management's plan ? Thank You

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Read Answer Asked by rajeev on November 21, 2022

• Okta Inc. (OKTA $92.73)
  • $92.73 P/E (TTM): 138.12X Cap: $16.11B
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Q: Could you please comment on their balance sheet and outlook?
Would you buy it today?

Thanks,
Milan

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Read Answer Asked by Milan on November 21, 2022

• Doximity Inc. Class A (DOCS $66.88)
  • $66.88 P/E (TTM): 55.01X Cap: $12.68B
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Q: Hello 5i team,

Can I have your assessment of the earnings report and would you wait for a pullback to get into it if you so recommend?
Regards
Rajiv

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Read Answer Asked by Rajiv on November 21, 2022

• Palo Alto Networks Inc. (PANW $184.25)
  • $184.25 P/E (TTM): 104.75X Cap: $123.94B
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• Rapid7 Inc. (RPD $20.42)
  • $20.42 P/E (TTM): 47.9X Cap: $1.34B
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• CrowdStrike Holdings Inc. (CRWD $422.24)
  • $422.24 Cap: $104.82B
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Q: Could you please comment on Rapid7?
Would you include this in a basket of cyber security stocks you'd buy?

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Read Answer Asked by Mary on November 18, 2022

• Real Matters Inc. (REAL $6.10)
  • $6.10 Cap: $464M
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Q: Hi 5i,

Could I please get your thoughts on REAL latest quarter.

Thank you,

Greg

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Read Answer Asked by GREGORY on November 18, 2022

• Wishpond Technologies Ltd. (WISH $0.17)
  • $0.17 Cap: $9M
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Q: could you comment on wish.ca earnings

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Read Answer Asked by tom on November 17, 2022

• Descartes Systems Group Inc. (The) (DSG $138.10)
  • $138.10 P/E (TTM): 60.27X Cap: $12.02B
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Q: Why the big downdraft in dSG today?


Sheldon

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Read Answer Asked by Sheldon on November 17, 2022

• STMicroelectronics N.V. (STM $27.45)
  • $27.45 P/E (TTM): 15.59X Cap: $24.71B
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Q: What are your thoughts on STM. Buy, sell or hold. What would be a good acquisition price.

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Read Answer Asked by Brian on November 17, 2022

• Digital Turbine Inc. (APPS $4.20)
  • $4.20 Cap: $457M
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Q: As a follow up to your excellent summary response to my question asking about Digital Turbines (APPS) quarterly earnings, you said you would be comfortable adding to it with a long term view in mind and that it may come down in price after its big rise after the earnings report. I am wondering what would be a good price to try and get to add to a small position (decreased significantly since purchased near highs). Thank so much for all your great advice and work that the 5i team does!

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Read Answer Asked by Justin on November 17, 2022

• Sylogist Ltd. (SYZ $7.84)
  • $7.84 Cap: $186M
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Q: Sylogist has been a bad investment since I bought it. I’m ready to capitulate, although a bit late. Can you recommend a replacement to try and recoup some of the damage? Thanks team. Bill.

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Read Answer Asked by William on November 16, 2022

• Sylogist Ltd. (SYZ $7.84)
  • $7.84 Cap: $186M
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Q: Which stocks would you replace with SYZ?

Thanks for your service!

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Read Answer Asked by Ozzie on November 16, 2022

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $132.58)
  • $132.58 P/E (TTM): 17.41X Cap: $30.08B
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• Kinaxis Inc. (KXS $191.82)
  • $191.82 P/E (TTM): 164.37X Cap: $5.50B
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• Open Text Corporation (OTEX $44.93)
  • $44.93 P/E (TTM): 13.15X Cap: $11.48B
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• Miscellaneous (MISC)
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Q: Hi Everyone at 5i!!!
Are there any noteworthy Ai stocks in the TSX???
Cheers,
Tamara

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Read Answer Asked by Tamara on November 16, 2022

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Absolute Software Corporation (ABST $15.20)
  • $15.20 Cap: $807M
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Q: of these two companies, which would be your favorite? Could you please compare these two companies. Thank you

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Read Answer Asked by satish on November 15, 2022

• Sylogist Ltd. (SYZ $7.84)
  • $7.84 Cap: $186M
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Q: I have heard it said that "the first dividend cut" will not be the last. Is this the case for SYZ? Would you recommend a HOLD or a SELL?

Thanks for your service!

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Read Answer Asked by Ozzie on November 15, 2022

• Enthusiast Gaming Holdings Inc. (EGLX $0.10)
  • $0.10 Cap: $15M
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Q: Please comment on their latest quarter. Did the financials exceed expectations? Looking into your crystal ball do you see a positive trend developing?
Thanks,
Jim

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Read Answer Asked by James on November 15, 2022

• Apple Inc. (AAPL $229.09)
  • $229.09 P/E (TTM): 34.13X Cap: $3.38T
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• Amazon.com Inc. (AMZN $228.73)
  • $228.73 P/E (TTM): 33.83X Cap: $2.44T
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• Alphabet Inc. (GOOG $210.19)
  • $210.19 P/E (TTM): 21.34X Cap: $2.50T
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Q: How would you characterize the large cap technology stocks today and for the next year. FYI I sold my FB stock years ago - I can’t stand the companies impact on personal health! Clayton

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Read Answer Asked by Clayton on November 15, 2022

• Sylogist Ltd. (SYZ $7.84)
  • $7.84 Cap: $186M
  • View SYZ Profile
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Q: Your view on the latest Q results of SYZ,as well as u view on the co. Add,Hold or Sell. Txs for U usual great services & opinions

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Read Answer Asked by Peter on November 15, 2022

• Softchoice Corporation (SFTC $24.49)
  • $24.49 P/E (TTM): 25.32X Cap: $1.47B
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Q: I own SFTC , thinking to sell and buy back one month later , Or should I just sell and forget . It just keep falling. Thanks.

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Read Answer Asked by Lai Kuen on November 15, 2022

• Toast Inc. Class A (TOST $43.77)
  • $43.77 P/E (TTM): 111.61X Cap: $25.65B
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Q: Please comment on the latest quarterly results for TOST. Clayton

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Read Answer Asked by Clayton on November 15, 2022