Investment Q&A

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Twilio Inc. Class A (TWLO $131.39)
  • $131.39 P/E (TTM): 336.9X Cap: $19.92B
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Q: Both of SQ and TWLO had taken a beating recently . Do you see them as a hold and wait or do you think it's time to sell ? Thank you for your opinion .

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Read Answer Asked by grace on February 10, 2022

• CrowdStrike Holdings Inc. (CRWD $470.61)
  • $470.61 Cap: $118.64B
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• Digital Turbine Inc. (APPS $4.86)
  • $4.86 Cap: $545M
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Q: Have funds in a US RSP account to top up one or both and underwater on both with the recent tech pullback. at equal 1.5% weighting. which has greatest upside over the next 2-3 years? Or, would you have a better US tech recommendation for this timeframe? Already own GOogle and Nvidia. Thank you.

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Read Answer Asked by Tony on February 10, 2022

• Twilio Inc. Class A (TWLO $131.39)
  • $131.39 P/E (TTM): 336.9X Cap: $19.92B
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Q: I think Twilio reports this week?? What is your view on Twilio, is this a good entry point/

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Read Answer Asked by Timothy on February 09, 2022

• Skillz Inc. Class A (SKLZ $4.38)
  • $4.38 Cap: $66M
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Q: Is the big decline over the last three months mostly related to the general tech decline or are there specific issues related to the company? Is it worth consideration at this price?

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Read Answer Asked by Brendan on February 09, 2022

• Intel Corporation (INTC $45.55)
  • $45.55 P/E (TTM): 4555.0X Cap: $199.37B
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Q: Hello!

At current pice levels would you consider Intel a good buy when it comes to gaining exposure to chip market?

Thank you!

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Read Answer Asked by Irek on February 09, 2022

• Absolute Software Corporation (ABST $15.20)
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Q: Hi,

What is your analysis of Absolute's latest results ?

Thanks

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Read Answer Asked by Guy on February 09, 2022

• Topicus.com Inc. (TOI $125.91)
  • $125.91 P/E (TTM): 1057.27X Cap: $10.39B
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Q: Hi, Could you comment on TOI results please and also help understand the large loss in the last quarter to put it all in perspective. Thank You

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Read Answer Asked by rajeev on February 09, 2022

• Ichor Holdings (ICHR $23.77)
  • $23.77 Cap: $817M
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Q: Hi, thoughts on earnings . Cheers , Chris

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Read Answer Asked by Christopher on February 09, 2022

• Apple Inc. (AAPL $259.37)
  • $259.37 P/E (TTM): 34.77X Cap: $3.81T
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Q: how much do you think their innovative way they enable advertising could be decimated by restrictions on privacy . thanks

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Read Answer Asked by cliff on February 09, 2022

• Digital Turbine Inc. (APPS $4.86)
  • $4.86 Cap: $545M
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Q: thoughts on earnings .thanks

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Read Answer Asked by cliff on February 09, 2022

• Coveo Solutions Inc. Subordinate voting shares (CVO $7.06)
  • $7.06 Cap: $676M
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Q: Hello, what is your opinion about Coveo’s recent third quater fiscal 2022 financial results? Thank you

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Read Answer Asked by Gervais on February 08, 2022

• Visa Inc. (V $349.77)
  • $349.77 P/E (TTM): 34.29X Cap: $673.56B
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Q: How strong is the Visa moat? Is it vulnerable to disruptors? Will big players like Amazon going their own way be a material hit overall? Is there still enough market share to gain from cash payments globally to continue the growth rate that supports the valuation?

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Read Answer Asked by Benjamin on February 08, 2022

• Datadog Inc. (DDOG $125.49)
  • $125.49 P/E (TTM): 399.65X Cap: $44B
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Q: Hello,
I would appreciate your thoughts on DDOG the cloud data company. Growth looks very good. At current price do you see this as good buying opportunity now? Do you you like any others in this space?
Thank you

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Read Answer Asked by Patrick on February 08, 2022

• Apple Inc. (AAPL $259.37)
  • $259.37 P/E (TTM): 34.77X Cap: $3.81T
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• goeasy Ltd. (GSY $138.72)
  • $138.72 P/E (TTM): 10.1X Cap: $2.22B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.98)
  • $16.98 Cap: $2.30B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: I’ve read the previous questions about AAPL’s movement into the payments space and their direct challenge to SQ. I have LSPD, NVEI and GSY in the financial space. Given the potential reach of ApplePay and the evolution of Buy Now Pay Later (along with other innovations I may not even be aware of), could you please discuss potential future challenges that may negatively impact the 3 companies I hold. Thanks!

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Read Answer Asked by Warren on February 08, 2022

• Descartes Systems Group Inc. (The) (DSG $121.82)
  • $121.82 P/E (TTM): 51.99X Cap: $10.47B
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• Topicus.com Inc. (TOI $125.91)
  • $125.91 P/E (TTM): 1057.27X Cap: $10.39B
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: When looking at all my accounts, I am slightly overweight in DSG but I also own TOI and TIXT. Long term investment, would you reduce exposure to DSG to increase TOI and TIXT. Which one do you prefer and why? Selling a portion DSG would not trigger a capital gain since in TFSA and RRSP. Thank you.

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Read Answer Asked by Pierre on February 08, 2022

• QUALCOMM Incorporated (QCOM $177.78)
  • $177.78 P/E (TTM): 35.49X Cap: $190.40B
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Q: Your Opinion on QUALCOMM'S quarterly report please.

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Read Answer Asked by Bruce on February 07, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.98)
  • $16.98 Cap: $2.30B
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Q: After results/changes in mgmt. and a bit of time to dig in what is 5is conclusion forward looking on the company?


Thanks

Sheldon

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Read Answer Asked by Sheldon on February 07, 2022

• Open Text Corporation (OTEX $45.61)
  • $45.61 P/E (TTM): 16.99X Cap: $11.49B
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Q: I am surprised to see OTEX selling off after the Q release. Can you comment on reasons, and does this change how you would rate it?

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Read Answer Asked by Harry on February 07, 2022

• Givex Corp. (GIVX $1.49)
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Q: I would like to know 5i's opinion on this payments company. I believe it went public in December but has been around for 20 years and is profitable and looks to have some pretty big organisations as their clients Wendy's ,7-Eleven, Fairmont to name a few. Would you take a flyer on this ?

Thanks

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Read Answer Asked by Kolbi on February 07, 2022

• Miscellaneous (MISC)
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Q: Could you please give your thoughts on Defi Technologies (listed on Neo)? Thanks!

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Read Answer Asked by Chris on February 07, 2022