Investment Q&A

• NVIDIA Corporation (NVDA)
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• QUALCOMM Incorporated (QCOM)
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Q: Taiwan is in worst drought in decades. TSM is in Taiwan and much water is needed to make Chips. Should I sell TSM and purchase another Chip Company. What company should I purchase NVDA, AMD, MRVL, QCOM, INTC ?
China is also a threat to Taiwan and is currently sending War Planes over Taiwan. This is another problem facing Pres. Biden.

RAK

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Read Answer Asked by bob on May 10, 2021

• Zoomd Technologies Ltd. (ZOMD)
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Q: Took a flyer on them recently at 1%, what do you think of them and would appreciate your analysis.
Thanx Gary

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Read Answer Asked by Gary on May 10, 2021

• Topicus.com Inc. (TOI)
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Q: I am wondering about the level of acquisitions by Topicus. $20 million (Canadian) seems like not enough for the last quarter for a $12 billion dollar company. Do you have any info on how much was spent on acquisitions in the last couple of years? How does this amount compare relative to Topicus’ size with respect to Constellation Software?

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Read Answer Asked by Michael on May 10, 2021

• Photon Control Inc. (PHO)
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• Quarterhill Inc. (QTRH)
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Q: Please provide your comments on their earnings. Do you see any potential for future growth? How likely is it that Apple will actually pay? I am thinking of selling and adding to Photon. Would this be a good move? Thank you.

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Read Answer Asked by Stella on May 07, 2021

• Amazon.com Inc. (AMZN)
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• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• DocuSign Inc. (DOCU)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Hi,

I would like to trim down my tech holdings in my portfolio. How would you rank these overall in terms of long term growth considering valuation, size, risk, etc... I would like to reduce the holdings, add to TOI and balance out other sectors that are low such as energy and materials. Do you see any overlap in these holdings? Which could you see go here or consolidate? Thanks!

SHOP 5.25%, KXS 3.46%, LSPD 4.64%, CSU 3.06% , DOCU 1.01%, NVEI 0.96%, TIXT 1.17%, CRWD 1.41%, AMZN 0.76%, GOOG 1.78%, FB 0.97%

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Read Answer Asked by Keith on May 07, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Hi Peter and Team,

Do you think it is ok to add at this price?

Your opinion is much appreciated!
James

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Read Answer Asked by Jinlong on May 07, 2021

• Amazon.com Inc. (AMZN)
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• Shopify Inc. Class A Subordinate (SHOP)
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Q: Hello Team
Do you have a preference for one over the other and why?
Regards,
Barry

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Read Answer Asked by Barry on May 07, 2021

• Kinaxis Inc. (KXS)
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Q: Would like your opinion on Kinaxis. Is it a buy at today’s price? What contributed to the drop in share price? Can we expect better growth in the coming months? Should I sell or buy more shares at this time? Thanks for you response!
Rossana..

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Read Answer Asked by Rossana on May 06, 2021

• Palantir Technologies Inc. Class A (PLTR)
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Q: Would you consider this company current price a good entry for initial investment?
Does this company has a reasonable outlook for growth in the current markets environment?

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Read Answer Asked by Miroslaw on May 06, 2021

• Pinterest Inc. Class A (PINS)
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Q: Like many others, I've been taking a bath on Pinterest the last few weeks. Is your recommendation still to ride this out assuming a <5% portfolio weighting?

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Read Answer Asked by Patrick on May 06, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Can you please comment on the big drop in LSPD today.

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Read Answer Asked by Bruce on May 06, 2021

• Fastly Inc. Class A (FSLY)
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Q: Thoughts on the quarter and the pending departure of the CFO ? I'm down 45% since my purchase in mid-February ...timing couldn't have been worse...

Is the current drop today of 22% overdone ?

Add, Hold, or Sell ?

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Read Answer Asked by Randy on May 06, 2021

• JFrog Ltd. (FROG)
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Q: FROG is way off its IPO price, at this level does it change your calculus on the stock?

Thanks for everything you do.

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Read Answer Asked by Leo on May 06, 2021

• Constellation Software Inc. (CSU)
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• Topicus.com Inc. (TOI)
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Q: Can you contrast revenue growth and free cash flow growth between these two companies and their relative valuation? Thanks.

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Read Answer Asked by Michael on May 06, 2021

• CrowdStrike Holdings Inc. (CRWD)
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Q: Is there something wrong at crowdstrike. Stock down $30 in a few days. I bought it at the high and am wondering if it’s worth holding on.

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Read Answer Asked by Helen on May 05, 2021

• Constellation Software Inc. (CSU)
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Q: what does the market expect from CSU today?

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Read Answer Asked by blake on May 05, 2021

• Quisitive Technology Solutions Inc. (QUIS)
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Q: John asked about QUIS this morning and the "breakout report" was an article in the Globe & Mail May 3. Here is a link: https://www.theglobeandmail.com/investing/markets/inside-the-market/article-mondays-breakouts-a-stock-thats-rallied-39-in-2021-with-a-further-gain/

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Read Answer Asked by David on May 05, 2021

• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Q: I am looking for a tech company with limited downside risk.
Would CGI (GIB.a) fit this criteria, or would you recommend something else

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Read Answer Asked by David on May 05, 2021

• Kinaxis Inc. (KXS)
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Q: In one answer recently you called KXS still "buyable". Sorry for the lack of context.
Do you think the shine has come off the stock and could it be time to possibly sell and move on in the context of building up some cash for another similar position? Thanks

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Read Answer Asked by Stephen on May 05, 2021

• Alteryx Inc. Class A (AYX)
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Q: would interested in any comments you might have on AYX's first quarter results and full year guidance given today.

as always appreciate your insights
Don

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Read Answer Asked by Don on May 05, 2021