Investment Q&A

• C3.ai Inc. Class A (AI $13.52)
  • $13.52 Cap: $1.87B
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Q: Hi, Could you please comment on AI earnings. Thank you

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Read Answer Asked by francis on September 02, 2021

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Recent pullback just profit taking?

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Read Answer Asked by Kim on September 02, 2021

• Constellation Software Inc. (CSU $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $71.69B
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• Enghouse Systems Limited (ENGH $19.97)
  • $19.97 P/E (TTM): 14.8X Cap: $1.10B
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Q: from a long term perspective how does engh and csu an look today?How does the value look with regards to forward PE and other metrics 5i would look at? Thx

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Read Answer Asked by blake on September 02, 2021

• Atlassian Corporation (TEAM $146.45)
  • $146.45 Cap: $38.48B
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• The Trade Desk Inc. (TTD $39.06)
  • $39.06 P/E (TTM): 45.57X Cap: $18.88B
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• CrowdStrike Holdings Inc. (CRWD $506.82)
  • $506.82 Cap: $127.18B
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• Digital Turbine Inc. (APPS $4.58)
  • $4.58 Cap: $486M
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• Unity Software Inc. (U $41.59)
  • $41.59 Cap: $17.79B
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• Mitek Systems Inc. (MITK $8.91)
  • $8.91 P/E (TTM): 26.96X Cap: $406M
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Q: Could you list in order your thoughts for high growth and long term hold, high risk tolerance.

thanks Dave

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Read Answer Asked by Dave on September 02, 2021

• Veeva Systems Inc. Class A (VEEV $235.74)
  • $235.74 P/E (TTM): 50.22X Cap: $38.75B
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Q: I don't see anything posted on last night's results so I will ask for your comments on the quarter

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Read Answer Asked by David on September 02, 2021

• Broadcom Inc. (AVGO $377.96)
  • $377.96 P/E (TTM): 86.79X Cap: $1.60T
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• Micron Technology Inc. (MU $223.93)
  • $223.93 P/E (TTM): 27.32X Cap: $232.76B
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• NVIDIA Corporation (NVDA $182.55)
  • $182.55 P/E (TTM): 50.96X Cap: $4.34T
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• MKS Inc. (MKSI $149.95)
  • $149.95 P/E (TTM): 34.87X Cap: $10.07B
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• ASML Holding N.V. (ASML $987.82)
  • $987.82 P/E (TTM): 43.36X Cap: $388.49B
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• Taiwan Semiconductor Manufacturing Company Ltd. (TSM $284.64)
  • $284.64 P/E (TTM): 38.17X Cap: $1.47T
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Q: I own Broadcom and was wondering what tech/semi stocks you would recommend to compliment the name? Thanks!

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Read Answer Asked by Michael on September 02, 2021

• Smartsheet Inc. Class A (SMAR)
  • Cap: $7.90B
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Q: I’ve been holding this for about a year. Share price has recently returned to my cost. Would you keep holding or move on to more exciting opportunities?

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Read Answer Asked by Karim on September 02, 2021

• ARK Innovation ETF (ARKK $76.79)
  • $76.79 P/E (TTM): 39.89X Cap: $8B
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• ARK Genomic Revolution ETF (ARKG $30.39)
  • $30.39 P/E (TTM): 22.33X Cap: $1.37B
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• ARK Autonomous Technology & Robotics ETF (ARKQ $106.05)
  • $106.05 P/E (TTM): 58.93X Cap: $1.88B
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Q: Which 3 ark investments would you buy today in order of preference for medium length growth

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Read Answer Asked by Ken on September 02, 2021

• Constellation Software Inc. (CSU $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $71.69B
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• Topicus.com Inc. (TOI $125.34)
  • $125.34 P/E (TTM): 1047.94X Cap: $10.40B
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Q: with the share rally this is now a 16 billion market cap and CSU a 45 billion market cap does this add up or has TOI run too far too fast and does CSUlook better today? Thx

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Read Answer Asked by blake on September 02, 2021

• NVIDIA Corporation (NVDA $182.55)
  • $182.55 P/E (TTM): 50.96X Cap: $4.34T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
  • $219.14 P/E (TTM): 83.48X Cap: $271.02B
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• Aritzia Inc. Subordinate Voting Shares (ATZ $108.23)
  • $108.23 P/E (TTM): 44.33X Cap: $12.47B
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• Roku Inc. (ROKU $93.58)
  • $93.58 Cap: $13.82B
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• CrowdStrike Holdings Inc. (CRWD $506.82)
  • $506.82 Cap: $127.18B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Upstart Holdings Inc. (UPST $39.02)
  • $39.02 Cap: $3.79B
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Q: I want to add to my growth portfolio.
2 full positions.
What would you recommend today ?
I have light speed and go easy already.
If you could recommend 4 or 5 ideas - that would be great
Thanks
Paul

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Read Answer Asked by Paul on September 02, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.37)
  • $15.37 Cap: $2.08B
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Q: LSPD has had quite the run recently. Not worrying about position size would you be taking some off the table here? Or let it ride for a bit longer. Say $160?

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Read Answer Asked by sean on September 02, 2021

• TaskUs Inc. (TASK $11.31)
  • $11.31 P/E (TTM): 12.56X Cap: $1B
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Q: Did very well ! Bought large at IPO. SELL partially or let it run ? Thanks

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Read Answer Asked by Kamal on September 01, 2021

• Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
  • $44.24 P/E (TTM): 147.69X Cap: $1.82B
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Q: Any reason for the volatility in this company this morning?

Thanks

Dave.

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Read Answer Asked by David on September 01, 2021

• Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
  • $44.24 P/E (TTM): 147.69X Cap: $1.82B
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Q: i own 5000 magt shares and they have been a rocket ship on no news whatsoever.i have been slowly selling, now own 3000.
the fact is there are only a million shares available for trading out of 10 million outstanding.
my thesis is the main reason it has risen so much is very few shares available.
its in a hot space but it is not yet crowdstrike or zscaler -far from it.
and a fund raise has to be coming, same for nuvei.
can you comment.
dave

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Read Answer Asked by david on August 31, 2021

• Kinaxis Inc. (KXS $175.83)
  • $175.83 P/E (TTM): 103.96X Cap: $4.93B
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• Cargojet Inc. Common and Variable Voting Shares (CJT $76.43)
  • $76.43 P/E (TTM): 10.08X Cap: $1.15B
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• Topicus.com Inc. (TOI $125.34)
  • $125.34 P/E (TTM): 1047.94X Cap: $10.40B
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Q: Good afternoon, I have a 33% equal split of KXS,CJT and BAM, within a TFSA. I had a good run twice with KXS over the past couple of years, and suspect it may be topping out shortly. Would you consider a switch to TOI to be a sound move. This is a growth portfolio.
Thanks for your always sound advice, Steve.

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Read Answer Asked by steve on August 31, 2021

• CrowdStrike Holdings Inc. (CRWD $506.82)
  • $506.82 Cap: $127.18B
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Q: Hi,

Can you please comment on CRWD latest earnings and updated guidance ?
Is your opinion on this title remain bullish ?

Thank you

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Read Answer Asked by Luc on August 31, 2021

• Zoom Communications Inc. (ZM $78.60)
  • $78.60 P/E (TTM): 20.75X Cap: $23.52B
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Q: Hi team,

Can you give your thought on the quarter and if you would be a buyer today?

Thanks

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Read Answer Asked by David on August 31, 2021

• Sprout Social Inc (SPT $9.93)
  • $9.93 Cap: $587M
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Q: Hi Peter
please comment on SPT Sprout Social on it's Q2 Earnings Call and the Outlook going forward as well is it buyable at the current price since it us over 200% in the last twelve months.
Thanks Ron

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Read Answer Asked by Ron on August 31, 2021

• Mastercard Incorporated (MA $537.85)
  • $537.85 P/E (TTM): 34.55X Cap: $482.98B
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• Visa Inc. (V $329.30)
  • $329.30 P/E (TTM): 32.15X Cap: $634.14B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Are NVEI and SQ’s payment platforms competitors of V and MA or complementary?

Thanks.

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Read Answer Asked by Liping on August 31, 2021

• Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
  • $44.24 P/E (TTM): 147.69X Cap: $1.82B
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Q: I would like to take a position in this company but its had a huge run up. Would u wait for a pullback or take a position at this time? Txs Clare.

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Read Answer Asked by clara on August 31, 2021