Investment Q&A

• Adobe Inc. (ADBE $318.73)
  • $318.73 P/E (TTM): 20.79X Cap: $135.70B
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Q: Adobe and the nasdaq look ready to move up ( i recognize my rose colored glasses maybe on) with that in mind where do you think ADBE may rise to ?

IS 700 unrealistic within the year?

( If this year has taught me anything, uncertainty is the only constant especially with the inflation story having held the market hostage the last few months)

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Read Answer Asked by Mark on June 11, 2021

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Ultra Clean Holdings Inc. (UCTT $23.05)
  • $23.05 Cap: $1.01B
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Q: Just wondering if you thought UCTT might be a good replacement for PHO when it gets taken over?

TIA

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Read Answer Asked by Gerald on June 10, 2021

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: I'm a happy owner in CTS, but if anyone asked why I own them, I'm not sure I'd have a good answer other than referencing 5i...

Can you sum up quickly what they do, what differentiates them and why their stock price has done so well lately? What will they need to do to keep the momentum running (short of not messing up).

Cam.

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Read Answer Asked by Cameron on June 09, 2021

• UiPath Inc. Class A (PATH $13.31)
  • $13.31 P/E (TTM): 433.67X Cap: $7.06B
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Q: Hello,

Can you please comment on recent results? Would you recommend purchasing this stock at current levels?

Thanks!

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Read Answer Asked by NAIM on June 09, 2021

• BlackLine Inc. (BL $56.24)
  • $56.24 P/E (TTM): 49.42X Cap: $3.26B
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Q: BL has been slowly losing ground the past couple of months after a strong steady run up. Seems to be a laggard now. Do you see growth or is it time to move on to something else that offers more growth prospect. If so, what are your recommendations (US based).

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Read Answer Asked on June 09, 2021

• Roku Inc. (ROKU $93.58)
  • $93.58 Cap: $13.78B
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Q: When was the last time Roku issued new shares and how much? Would you consider them a "shareholder friendly company"?

Thanks

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Read Answer Asked by Dennis on June 09, 2021

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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• Paysafe Limited (PSFE $7.07)
  • $7.07 Cap: $423M
  • View PSFE Profile
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Q: What are your thoughts on PSFE now that it has reported quarterly results? Is it a buy for significant growth over the next 2 years. I recently purchased NVEI as well (on the dip) and have been pleased so far. Thanks.

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Read Answer Asked by Rob on June 08, 2021

Q: Hi,
Can you provide a list of 5 Canadian companies who specialize in automation in order stability and growth.
Thank you
Ed

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Read Answer Asked by Edward on June 08, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.37)
  • $15.37 Cap: $2.09B
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Q: If you were the Dax - what would be LSPD strategy going forward 12 months?
Clayton

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Read Answer Asked by Clayton on June 08, 2021

• Box Inc. Class A (BOX $30.05)
  • $30.05 P/E (TTM): 24.44X Cap: $4.38B
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Q: Could you please comment on the modified Dutch auction? Would the tax implications of participating be any different than an outright sale?

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Read Answer Asked by chris on June 08, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.37)
  • $15.37 Cap: $2.09B
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Q: There have always been comparisons btw Lspd and Shop. Now with the recent acquisition Lspd is truly competing head on with shop, at least in certain industries. Do you think shop would buy them at some point?

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Read Answer Asked by James on June 08, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.37)
  • $15.37 Cap: $2.09B
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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: Happy Friday. Have some cash in my TFSA and would like to purchase either Topicus or Lightspeed for maximum growth.
Which would be your preference?

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Read Answer Asked by Dr Lorraine on June 07, 2021

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
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• Topicus.com Inc. (TOI $125.34)
  • $125.34 P/E (TTM): 1047.94X Cap: $10.40B
  • View TOI Profile
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Q: Between NVEI and TOI which one do you favour and why?
Thanks.

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Read Answer Asked by Michael on June 07, 2021

• DocuSign Inc. (DOCU $65.93)
  • $65.93 P/E (TTM): 49.17X Cap: $13.25B
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Q: Can you comment on their earnings report yesterday? Did you listen to the call and if so was there anything of interest (good or bad) that came up?

I know weightings are personal, but if you were holding DOCU what kind of weighting would you be looking at.

Thanks so much for the fantastic service and recommendation of DOCU at the beginning of the pandemic!

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Read Answer Asked by Justin on June 07, 2021

• Himax Technologies Inc. (HIMX $7.35)
  • $7.35 P/E (TTM): 15.61X Cap: $1.25B
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Q: i am up 85% with a small position in Himax. HIMX
Is there still looking like room to run with this one?

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Read Answer Asked by Tom on June 07, 2021

• Topicus.com Inc. (TOI $125.34)
  • $125.34 P/E (TTM): 1047.94X Cap: $10.40B
  • View TOI Profile
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Q: Hello… I didn’t see a response so I am resubmitting the question below just in case. Thank you for your help.

I read your report on Topicus. Thank you for putting this together. In the report you state Topicus trades at 10 times sales, however, in the peer analysis it states the price to sales is 3.73. Can you please help me understand the discrepancy or what my misunderstanding is?

Also, I very arbitrary question, but just looking for your opinion - at what price is the stock a generational opportunity and at what price is the stock a bargain?

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Read Answer Asked by James on June 07, 2021

• Kinaxis Inc. (KXS $175.83)
  • $175.83 P/E (TTM): 103.96X Cap: $4.93B
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• CrowdStrike Holdings Inc. (CRWD $506.82)
  • $506.82 Cap: $127.18B
  • View CRWD Profile
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Q: Good morning,

CRWD or KXS - which one for growth?

Thanks,
Robert

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Read Answer Asked by Robert on June 07, 2021

• DocuSign Inc. (DOCU $65.93)
  • $65.93 P/E (TTM): 49.17X Cap: $13.25B
  • View DOCU Profile
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Q: Hi, could I please get your comments on DOCU's earnings and guidance. It looks like the market was pleased. Thanks.

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Read Answer Asked by William on June 07, 2021

• Thinkific Labs Inc. Common Shares (THNC $1.83)
  • $1.83 P/E (TTM): 214.04X Cap: $122M
  • View THNC Profile
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Q: In your opinion what would both a good and great price be to enter in to THNK? Thanks.

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Read Answer Asked by Jeff on June 07, 2021

• CrowdStrike Holdings Inc. (CRWD $506.82)
  • $506.82 Cap: $127.18B
  • View CRWD Profile
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Q: Hello, taking into consideration the current tailwinds in cyber security and the good financial results reported by CrowdStrike, I do not understand why its shares are down by almost 4.5% (Friday). Is there a specific reason that could explain this? Thank you

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Read Answer Asked by Gervais on June 07, 2021