Investment Q&A

• DocuSign Inc. (DOCU $56.03)
  • $56.03 P/E (TTM): 39.66X Cap: $11.17B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Q: Hi, am thinking of selling DOCU and replacing it with NVEI in my tfsa for growth. Does this make sense?
Peter

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Read Answer Asked by Peter on January 30, 2022

• Lam Research Corporation (LRCX $228.39)
  • $228.39 P/E (TTM): 49.22X Cap: $279.35B
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Q: Can you comment on their earnings release, valuation with the recent fall and opine on their prospects? Wondering whether this is a decent entry point for what I think is a "pick-and-shovel" company in the semi space? Thanks

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Read Answer Asked by Michael on January 30, 2022

• Lam Research Corporation (LRCX $228.39)
  • $228.39 P/E (TTM): 49.22X Cap: $279.35B
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Q: Can I please have your take on Lam Research's recently announced earnings. Do you consider the stock a buy at this price or is there another name in this industry that you prefer. Your overall view on Lam would be appreciated. Thank You.

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Read Answer Asked by Brian on January 28, 2022

• Alphabet Inc. (GOOG $328.38)
  • $328.38 P/E (TTM): 32.61X Cap: $3.88T
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: I actually bought Square (Block) at 65.00 but it has dramatically dropped in price. My question is do it hold or sell and buy perhaps a more secure stock like Googlewhich had been dependable over the last 5 years for me. It may recover faster.

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Read Answer Asked by Dennis on January 28, 2022

• Alphabet Inc. (GOOG $328.38)
  • $328.38 P/E (TTM): 32.61X Cap: $3.88T
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• Microsoft Corporation (MSFT $444.11)
  • $444.11 P/E (TTM): 32.71X Cap: $3.37T
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Q: Hello Team,
Which would you prefer going forward, Google or Microsoft and why.
Thanks,
Barry

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Read Answer Asked by Barry on January 28, 2022

• Meta Platforms Inc. (META $612.96)
  • $612.96 P/E (TTM): 27.47X Cap: $1.52T
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• CrowdStrike Holdings Inc. (CRWD $445.88)
  • $445.88 Cap: $111.61B
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• Digital Turbine Inc. (APPS $5.19)
  • $5.19 Cap: $616M
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Q: I have positions in APPS and CRWD which have seen significant declines recently. Would you shift into a large cap name like FB now?
Which ones of these would bounce the most in a recovery?

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Read Answer Asked by Mike on January 27, 2022

• Advanced Micro Devices Inc. (AMD $249.80)
  • $249.80 P/E (TTM): 115.22X Cap: $377.57B
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Q: not sure i get the decline in amd from 164 to 104 in 4 weeks.
great ceo in lisa su, the merger with xilinx should close soon, is this overdone or justified.
would you be a buyer. dave

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Read Answer Asked by david on January 27, 2022

• Sangoma Technologies Corporation (STC $6.60)
  • $6.60 Cap: $224M
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• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Good morning,

Between the above 2 stocks which would you prefer to buy and why? Also prospects for both?
Many thanks.

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Read Answer Asked by Michael on January 27, 2022

• Veeva Systems Inc. Class A (VEEV $219.73)
  • $219.73 P/E (TTM): 43.32X Cap: $35.54B
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Q: I am down 25% on this investment. Wondering what your thoughts are in this market, and going forward. Hold on, or move on? TIA

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Read Answer Asked by Steven on January 27, 2022

• Constellation Software Inc. (CSU $2,706.89)
  • $2,706.89 P/E (TTM): 63.84X Cap: $56.55B
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• Topicus.com Inc. (TOI $113.54)
  • $113.54 P/E (TTM): 947.46X Cap: $9.27B
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Q: The Technology sector has seen a dramatic valuation reset. Would this be a catalyst for growth of CSU and TOI since the companies they look to acquire may now be more reasonably priced? Would this apply to other high quality growth by acquisition technology companies?

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Read Answer Asked by Joel on January 27, 2022

• Apple Inc. (AAPL $247.65)
  • $247.65 P/E (TTM): 34.25X Cap: $3.62T
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• Alphabet Inc. (GOOG $328.38)
  • $328.38 P/E (TTM): 32.61X Cap: $3.88T
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• Microsoft Corporation (MSFT $444.11)
  • $444.11 P/E (TTM): 32.71X Cap: $3.37T
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Q: With the upcoming rate hikes, when would be the best time to take a position in big tech?

Also, GOOG or GOOGL?

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Read Answer Asked by Brett on January 27, 2022

• Haivision Systems Inc. (HAI $7.18)
  • $7.18 Cap: $195M
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Q: Your thoughts on results please and would you recommend holding or do you see a better alternative worth switching to. Thanks John

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Read Answer Asked by John on January 27, 2022

• POET Technologies Inc. (PTK $7.38)
  • $7.38 Cap: $669M
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Q: Good morning ... kindly provide your current thoughts on this company and its prospects going forward. Has it got to a point where you would consider it buyable?

Thanks, Rick

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Read Answer Asked by Richard on January 27, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $191.58)
  • $191.58 P/E (TTM): 114.86X Cap: $260.33B
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Q: Is SHOP attractive to you today at the current price or do you think there is still plenty of room for the market freefall to pull it down further?

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Read Answer Asked by Harrison on January 27, 2022

• Teradyne Inc. (TER $231.89)
  • $231.89 P/E (TTM): 83.26X Cap: $35.07B
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Q: Your thoughts on the large drop. I do hold the stock and have some cash for stock picking when things settle out. Is this an opportunity or better use of money elsewhere.

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Read Answer Asked by Dale on January 27, 2022

• Apple Inc. (AAPL $247.65)
  • $247.65 P/E (TTM): 34.25X Cap: $3.62T
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Hi Team,
SQ is being hit extra hard again today, apparantly in big part to Apple coming out with their ability to allow essentially turn their iphone into a payments terminal. Is this real bad news for SQ? Or is the reaction today overblown? Should I be selling SQ ? Or should I hold on to it here? The selling has been relentless, as with many names. Thanks

Shane.

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Read Answer Asked by Shane on January 27, 2022

• Apple Inc. (AAPL $247.65)
  • $247.65 P/E (TTM): 34.25X Cap: $3.62T
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• PayPal Holdings Inc. (PYPL $55.89)
  • $55.89 P/E (TTM): 11.45X Cap: $51.53B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Hi- interested in your thoughts on the Apple move to direct payments through the Iphone. This would seem to be a real headwind for competitors like SQ and PYPL and others? Between SQ and PYPL which would you choose for best growth forward?

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Read Answer Asked by Scott on January 27, 2022

• Twitter Inc. (TWTR)
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• Pinterest Inc. Class A (PINS $24.99)
  • $24.99 P/E (TTM): 8.97X Cap: $17.15B
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Q: TWTR or PINS: Which is your preference? Why? Risk is a non issue.

Thank you for your service!

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Read Answer Asked by Ozzie on January 27, 2022

• Qorvo Inc. (QRVO $80.95)
  • $80.95 P/E (TTM): 34.62X Cap: $7.37B
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• International Business Machines Corporation (IBM $297.54)
  • $297.54 P/E (TTM): 36.48X Cap: $272.33B
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• CGI Inc. Class A Subordinate Voting Shares (GIB.A $121.75)
  • $121.75 P/E (TTM): 17.3X Cap: $26.19B
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• Open Text Corporation (OTEX $39.60)
  • $39.60 P/E (TTM): 15.17X Cap: $10.03B
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• Lumentum Holdings Inc. (LITE $362.44)
  • $362.44 P/E (TTM): 198.93X Cap: $25.29B
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• Kulicke and Soffa Industries Inc. (KLIC $59.46)
  • $59.46 Cap: $2.97B
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• MKS Inc. (MKSI $220.73)
  • $220.73 P/E (TTM): 49.39X Cap: $14.14B
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• Dropbox Inc (DBX $26.05)
  • $26.05 P/E (TTM): 14.85X Cap: $6.59B
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• Science Applications International Corporation (SAIC $108.74)
  • $108.74 P/E (TTM): 14.25X Cap: $4.87B
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• VMware Inc. Class A (VMW)
  • P/E (TTM): 45.39X Cap: $68.96B
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• Dell Technologies Inc. Class C (DELL $113.26)
  • $113.26 P/E (TTM): 15.73X Cap: $73.60B
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• Gartner Inc. (IT $232.44)
  • $232.44 P/E (TTM): 20.29X Cap: $15.98B
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• ZoomInfo Technologies Inc. (ZI)
  • P/E (TTM): 116.87X Cap: $3.52B
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• Ziff Davis Inc. (ZD $38.66)
  • $38.66 P/E (TTM): 14.31X Cap: $1.43B
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Q: Hi Research Team

I"m interested in Tech companies with good to great Free Cash Flow going forward?
Does your team have a list of 10 U.S. Tech companies and 5 Canadian Tech companies that would fall into this criteria?
Thanks
Cal

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Read Answer Asked by cal on January 27, 2022

• D2L Inc. Subordinate Voting Shares (DTOL $11.50)
  • $11.50 P/E (TTM): 15.28X Cap: $616M
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Q: I have to commend you guys for quick responses to member’s questions. What are you thoughts on DTOL price holding quite firm during current volatility. Should we read anything into it?

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Read Answer Asked by Sudhir on January 27, 2022