Investment Q&A

• Apple Inc. (AAPL $227.16)
  • $227.16 P/E (TTM): 34.13X Cap: $3.38T
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• Amazon.com Inc. (AMZN $227.94)
  • $227.94 P/E (TTM): 33.83X Cap: $2.44T
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Q: Group looking more and more that supply issues along with inflation are going to effect the market sooner rather than later. Results from AAPL and AMZN were dismal i own all the major fang stocks is it time to take profits before a correction (at least in this sector) please give me your specific thoughts on the fangs Also your top 3 Cad and top 3 US stocks with moderate risk going fwd...thanks for your guidance

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Read Answer Asked by Terence on November 01, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.79)
  • $16.79 Cap: $2.33B
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Q: At what price do you suggest a purchase of LSPD for a hold over one year?

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Read Answer Asked by Brenda on November 01, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.79)
  • $16.79 Cap: $2.33B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Hi Team,
I would like to buy one of these two NVEI and LSPD, which is a "better buy" ? are they kind of same business ?
Thanks as always,
Tak

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Read Answer Asked by Tak on November 01, 2021

• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • $0.56 Cap: $155M
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• Softchoice Corporation (SFTC $24.49)
  • $24.49 P/E (TTM): 25.32X Cap: $1.47B
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Q: Any thoughts on quis at this time would be appreciated. It seems to be having trouble getting any traction. Analysts are still very positive on its potential but in comparison to my other tech stocks (I'm over weight tech and its the lagard) i also hold softchoice. my hesitation to part with it is fomo as the lowest of the analyst estimated is almost a double. Your thoughts?

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Read Answer Asked by Todd on October 29, 2021

• Twilio Inc. Class A (TWLO $104.59)
  • $104.59 P/E (TTM): 1009.7X Cap: $16.32B
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Q: Hi 5i,

With the recent pull back do you consider TWLO current price ~$280 a good entry point? Do you still like the prospects (i.e.) growth, or is this a falling knife? Will Rising Interest Rates put further pressure on the valuation?

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Read Answer Asked by Dean on October 29, 2021

• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $235.59)
  • $235.59 P/E (TTM): 30.51X Cap: $1.20T
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Q: I was reading this morning about this company doing an ipo today. Can you provide any insight on what you guys think of this company, and at what price-point do you guys think correlates to a good valuation in relation to it's peers?

Thank-you!

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Read Answer Asked by Brian on October 29, 2021

• Twilio Inc. Class A (TWLO $104.59)
  • $104.59 P/E (TTM): 1009.7X Cap: $16.32B
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Q: What triggered the huge sell-off today?

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Read Answer Asked by Neil on October 29, 2021

• First Trust ISE Cloud Computing Index Fund (SKYY $121.56)
  • $121.56 P/E (TTM): 8.53X Cap: $2.92B
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• Global X Cloud Computing ETF (CLOU $22.21)
  • $22.21 P/E (TTM): 140.43X Cap: $307M
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Q: Which one of these two cloud computing ETFs you would prefer and why?
Thank you!

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Read Answer Asked by Yongwei on October 29, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.79)
  • $16.79 Cap: $2.33B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Topicus.com Inc. (TOI $176.83)
  • $176.83 P/E (TTM): 79.44X Cap: $14.65B
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Q: how would you rank these stocks value wise , growth wise and voltility wise ? Thanks Donna

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Read Answer Asked by Donna on October 28, 2021

• Coupa Software Incorporated (COUP)
  • Cap: $6.16B
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Q: Coupa Software (COUP) is down 35% from its high last February. Does it have the potential to retrace that loss and more in the near future? I like what the company is doing and it's rated 3 stars by Morningstar. I'm hoping it's about to turn things around.

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Read Answer Asked by Robert on October 28, 2021

• Meta Platforms Inc. (META $753.30)
  • $753.30 P/E (TTM): 26.82X Cap: $1.89T
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• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 56.45X Cap: $4.34T
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• Tencent Holdings Ltd. ADR (TCEHY $78.15)
  • $78.15 P/E (TTM): 29.41X Cap: $725.91B
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• ARK Next Generation Internet ETF (ARKW $156.45)
  • $156.45 P/E (TTM): 142.22X Cap: $2.48B
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• Immersion Corporation (IMMR $6.86)
  • $6.86 P/E (TTM): 2.56X Cap: $224M
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• Nextech3D AI Corporation Com (NTAR $0.10)
  • $0.10 Cap: $17M
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• Unity Software Inc. (U $39.83)
  • $39.83 Cap: $16.54B
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• BMO MSCI Next Gen Internet Innovation Index ETF (ZINT $32.96)
  • $32.96 P/E (TTM): 12.11X
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• Roblox Corporation Class A (RBLX $124.81)
  • $124.81 Cap: $81.47B
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Q: Hello 5i,
Do you think Metaverse is a better investable theme compared to Crypto?
Facebook seems to be allocating capital to Metaverse.
Can you suggest some stocks in US or Canada that give exposure to this theme. Can you suggest any ETFs other than META that invest in this theme? Do you think this is best held in a TFSA or NonReg account?

thanks

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Read Answer Asked by Ian on October 28, 2021

• SoFi Technologies Inc. (SOFI $26.15)
  • $26.15 P/E (TTM): 44.77X Cap: $29.96B
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Q: Could you provide your thoughts on this company?

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Read Answer Asked by Jeff on October 28, 2021

• Twitter Inc. (TWTR)
  • Cap: $41.09B
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Q: Could you please comment on their results and outlook?

Thanks,
Milan

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Read Answer Asked by Milan on October 28, 2021

• Pinterest Inc. Class A (PINS $35.51)
  • $35.51 P/E (TTM): 12.46X Cap: $24.21B
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Q: Hi Team,
After the failed takeover rumour by pypl Pins is quickly at a 52week low. Do you see this as a buying opportunity in a name that continues to spark takeover interests from big names like pypl and previously Msft? I hold the stock and am currently down on the name. Average down or simply hold? Or ….is it time to sell? Thanks
Shane

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Read Answer Asked by Shane on October 28, 2021

• Enthusiast Gaming Holdings Inc. (EGLX $0.11)
  • $0.11 Cap: $15M
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• Palantir Technologies Inc. (PLTR $157.17)
  • $157.17 P/E (TTM): 520.03X Cap: $376.58B
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• Skillz Inc. Class A (SKLZ $8.67)
  • $8.67 Cap: $153M
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Q: Since I bought Pltr at $29 from my Tfsa, it keeps going down , it was back to $29 for one day, then it dropped again. I want sell Pltr and buy Sklz. Wondering if Sklz is similar business like Eglx? Would you buy Sklz at current price or what would be a good entry price to get in? It has been moving up for over a week, or should I wait until after report earnings on November 3, your thoughts please, thanks

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Read Answer Asked by Hue on October 28, 2021

• Ultra Clean Holdings Inc. (UCTT $23.57)
  • $23.57 Cap: $1.07B
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Q: Hi 5i,

Can you please comment on the earnings for Ultra Clean? It looks to me like it was a great Q and the guidance looks promising as well. Thank you,

Jason

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Read Answer Asked by Jason on October 28, 2021

• Enthusiast Gaming Holdings Inc. (EGLX $0.11)
  • $0.11 Cap: $15M
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Q: Is ELGX going bankrupt? The price action is disastrous. It's down 65% in a few months with no end in sight

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Read Answer Asked by Marios on October 27, 2021

• ASML Holding N.V. (ASML $754.46)
  • $754.46 P/E (TTM): 32.91X Cap: $296.88B
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• Ultra Clean Holdings Inc. (UCTT $23.57)
  • $23.57 Cap: $1.07B
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Q: Good afternoon,
If you had new money to invest would you put it into ASML or UCTT?

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Read Answer Asked by Ken on October 27, 2021

• Enthusiast Gaming Holdings Inc. (EGLX $0.11)
  • $0.11 Cap: $15M
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Q: Share price continues to decline, and when you think it has hit bottom it declines further. Do you have insight to why there is such negative momentum, and what future events or catalysts could change direction.

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Read Answer Asked by Chris on October 27, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.79)
  • $16.79 Cap: $2.33B
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• Docebo Inc. (DCBO $42.43)
  • $42.43 P/E (TTM): 44.11X Cap: $1.23B
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• Topicus.com Inc. (TOI $176.83)
  • $176.83 P/E (TTM): 79.44X Cap: $14.65B
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Q: Can you give me analysts expected revenue and earnings for the upcoming quarter for the following:
Topicus
Lightspeed
Docebo
Thx

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Read Answer Asked by Michael on October 27, 2021