Investment Q&A

• Roblox Corporation Class A (RBLX $101.28)
  • $101.28 Cap: $71.09B
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Q: Your comment on Rblx's earnings today?

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Read Answer Asked by Ron on February 15, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Assuming the revenue miss was due to delays they look otherwise to be doing well, so why put it up for sale????

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Read Answer Asked by Mike on February 15, 2023

• Cadence Design Systems Inc. (CDNS $324.45)
  • $324.45 P/E (TTM): 84.66X Cap: $88.31B
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• monday.com Ltd. (MNDY $181.02)
  • $181.02 Cap: $9.76B
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Q: Hello 5i
Could you please comment on CDNS and MNDY recent results and their respective outlooks going forward?
Would you rate either a buy?
Thank you
Dave

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Read Answer Asked by Dave on February 15, 2023

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: With the go shop period expiring is it time to sell with no other offers coming forward ? Thoughts please


Thx Blake

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Read Answer Asked by blake on February 15, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Topicus.com Inc. (TOI $128.00)
  • $128.00 P/E (TTM): 62.95X Cap: $10.66B
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Q: Hi guy's my question today is if had to own one of these today, which one would you think that would give me a greater return in the next 2 to 3 years. Thanks again

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Read Answer Asked by wilson on February 15, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Peter; I’m sure you’ll have multi questions on this so - looks like they did very well - anything stand out - and were they just negotiating a deal ? Looks like they were showing how good their hand is- and looking for a raise. Thanks
Rod

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Read Answer Asked by Rodney on February 15, 2023

• Draganfly Inc. - Common Shares (DPRO $11.02)
  • $11.02 Cap: $283M
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Q: Has your opinion on DPRO changed and are they getting more contracts with higher earnings? thanks for your help.

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Read Answer Asked by Robert on February 14, 2023

• MDA Space Ltd. (MDA $23.50)
  • $23.50 P/E (TTM): 28.39X Cap: $2.93B
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Q: Peter; Any news you see to account for the volume jump- and price? Thanks
Rod

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Read Answer Asked by Rodney on February 14, 2023

• Palantir Technologies Inc. (PLTR $175.05)
  • $175.05 P/E (TTM): 626.33X Cap: $417.22B
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Q: Your thoughts on PLTR's latest earning?

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Read Answer Asked by Ron on February 14, 2023

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Why would CTS announce 4th Q and year end 2022 preliminary results today (no time specified) and then release 4th Q results on March 16th before market opens?

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Read Answer Asked by Dave on February 14, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.33)
  • $220.33 P/E (TTM): 92.45X Cap: $286.71B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $18.98)
  • $18.98 Cap: $2.61B
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Q: In a recent response, you ranked from your Growth Portfolio: KXS, NVEI, TCS, CTS, DND, TIXT, STC. Where would LSPD and SHOP fit in this ranking? What are your current expectations for LSPD and SHOP and would you buy them here?

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Read Answer Asked by David on February 14, 2023

• Sangoma Technologies Corporation (STC $7.04)
  • $7.04 Cap: $234M
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• Kinaxis Inc. (KXS $180.40)
  • $180.40 P/E (TTM): 139.45X Cap: $5.09B
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• TECSYS Inc. (TCS $34.67)
  • $34.67 P/E (TTM): 201.33X Cap: $514M
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Dye & Durham Limited (DND $5.10)
  • $5.10 Cap: $342M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: Please rank the above technical sectorequities that are in your Growth Portfolio for best expected performance for the next five years. Please provide comments on the top three to support your ranking.

Upvote 1

Read Answer Asked by David on February 14, 2023

• Digital Turbine Inc. (APPS $6.26)
  • $6.26 Cap: $702M
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Q: I have 100 shares at $61. Would you average down on Apps at current price? The low was $10.65, do you think it would go back down to that price or even lower? Your insight is appreciated.

Upvote 0

Read Answer Asked by Hue on February 14, 2023

• Sangoma Technologies Corporation (STC $7.04)
  • $7.04 Cap: $234M
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Q: Today 3 analysts on STC($4.77-0.03) after yesterday's bad Q results. TD $14.50(previous $16.50 )Buy Cormark $17($20) Buy & CF US$12($15) Buy. Incredible .Please comment.Txs for U usual great services & views

Upvote 0

Read Answer Asked by Peter on February 14, 2023

• Apple Inc. (AAPL $269.77)
  • $269.77 P/E (TTM): 36.11X Cap: $3.98T
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• NVIDIA Corporation (NVDA $188.08)
  • $188.08 P/E (TTM): 55.62X Cap: $4.57T
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• Constellation Software Inc. (CSU $3,392.88)
  • $3,392.88 P/E (TTM): 87.05X Cap: $71.90B
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• Kinaxis Inc. (KXS $180.40)
  • $180.40 P/E (TTM): 139.45X Cap: $5.09B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.33)
  • $220.33 P/E (TTM): 92.45X Cap: $286.71B
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• CrowdStrike Holdings Inc. (CRWD $532.52)
  • $532.52 Cap: $133.63B
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• Nuvei Corporation (NVEI)
  • Cap: $4.81B
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Q: Could you please rank the above tech stocks. I am trying reduce the number of stocks i have and I can't decide which of the above i should sell or trim.
Thaks

Upvote 0

Read Answer Asked by Neil on February 13, 2023

• Sangoma Technologies Corporation (STC $7.04)
  • $7.04 Cap: $234M
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Q: Peter; Could you advise what the up to date short position is? Thanks
Rod

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Read Answer Asked by Rodney on February 13, 2023

• Dye & Durham Limited (DND $5.10)
  • $5.10 Cap: $342M
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Q: For a company that was once going to take itself private do you still see growth or better to move on

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Read Answer Asked by andrew on February 13, 2023

• Dye & Durham Limited (DND $5.10)
  • $5.10 Cap: $342M
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Q: Dye and Durban reported results this morning which don't seem to have pleased the market. What do you think of this company? Also, do you find the negative stock action Friday mildly suspicious? This is not normally a stock that jumps up or down that much on no news.

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Read Answer Asked by John on February 13, 2023

• ARK Innovation ETF (ARKK $80.92)
  • $80.92 P/E (TTM): 39.16X Cap: $7.53B
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• Enthusiast Gaming Holdings Inc. (EGLX $0.06)
  • $0.06 Cap: $8M
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• ARK Genomic Revolution ETF (ARKG $28.36)
  • $28.36 P/E (TTM): 22.05X Cap: $988M
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• CrowdStrike Holdings Inc. (CRWD $532.52)
  • $532.52 Cap: $133.63B
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• Unity Software Inc. (U $39.93)
  • $39.93 Cap: $17.08B
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• Upstart Holdings Inc. (UPST $37.73)
  • $37.73 Cap: $3.67B
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Q: Hi Guys,

The above companies are well below water, I have a 3 year window before needing to sell anything, please advised!
Should I sell, I would be purchasing companies like td, kxs, doo.
Thanks
Jim

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Read Answer Asked by jim on February 13, 2023

• Fortinet Inc. (FTNT $80.54)
  • $80.54 P/E (TTM): 34.26X Cap: $61.71B
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• Palo Alto Networks Inc. (PANW $211.37)
  • $211.37 P/E (TTM): 132.82X Cap: $141.38B
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• CrowdStrike Holdings Inc. (CRWD $532.52)
  • $532.52 Cap: $133.63B
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Q: Hi, can you give me your thoughts on some Cyber security stocks?
Is now a good time to be edging into these stocks or should I be waiting for a pullback everyone seems to say is coming soon?
I'm thinking of starting a position in either Crowdstrike or Palo Alto. Which would you recommend or do you have others you would prefer?
Thanks
Harry

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Read Answer Asked by Harry on February 13, 2023