Investment Q&A

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Do you think this stock still has the potential to be a long term multibagger or has it gotten too far ahead of itself?
Thanks

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Read Answer Asked by Curtis on November 09, 2020

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: What are your thoughts about the risks of speculating in these small companies?

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Read Answer Asked by Alfred on November 09, 2020

• The Trade Desk Inc. (TTD $53.20)
  • $53.20 P/E (TTM): 63.01X Cap: $26.01B
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• Roku Inc. (ROKU $94.22)
  • $94.22 Cap: $13.88B
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Q: What would you consider to be a good every point for these two growing companies, considering a long term horizon?

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Read Answer Asked by Alfred on November 09, 2020

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Is this a good time to add to position for growth oriented portfolio with 3+ years timeline.

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Read Answer Asked by Joel on November 07, 2020

• Palantir Technologies Inc. (PLTR $158.74)
  • $158.74 P/E (TTM): 520.03X Cap: $376.58B
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Q: Any idea what's causing the huge jump in PLTR today?
Thanks!

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Read Answer Asked by Chris on November 06, 2020

• Apple Inc. (AAPL $227.76)
  • $227.76 P/E (TTM): 34.13X Cap: $3.38T
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Q: With the West’s pullback from Huawei products what are the chances of China banning Apple ( or other firms ) citing security issues ?
How do you factor something like this when analyzing a company?

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Read Answer Asked by Derek on November 06, 2020

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Is there something really wrong with the quarter as the stock is down 15% this morning?

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Read Answer Asked by fwb181 on November 06, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
  • $16.93 Cap: $2.33B
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Q: Hi Peter and Team
LSPD reports a Loss that "missed" and jumps 12% today.
I have a full position in a well balanced RRIF as well as a full position of CSU (no Kinaxis or Eng). I plan to enjoy this bump and continue to hold. Would you consider trimming either and starting positions in other tech companies ?
Thanks for your guidance!
Peter

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Read Answer Asked by Linda on November 06, 2020

• The Trade Desk Inc. (TTD $53.20)
  • $53.20 P/E (TTM): 63.01X Cap: $26.01B
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Q: Looks like an impressive quarter out of TTD! What are your thoughts?

Thanks!

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Read Answer Asked by David on November 06, 2020

• Invesco NASDAQ 100 Index ETF (QQC.F $183.78)
  • $183.78 P/E (TTM): 107.97X Cap: $1.10B
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Q: Markets are a bit nuts right now but I'm wondering if you feel this etf is over bought or on the right track?

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Read Answer Asked by May on November 06, 2020

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Cloudflare Inc. Class A (NET $196.17)
  • $196.17 Cap: $68.36B
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Q: Please comment on the earning. What is the reason for the AYX big price drop afterhours ?Thanks a lot.

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Read Answer Asked by Lai Kuen on November 06, 2020

• Open Text Corporation (OTEX $45.15)
  • $45.15 P/E (TTM): 13.15X Cap: $11.48B
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Q: Please comment on earnings. Thanks!

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Read Answer Asked by Terry on November 06, 2020

• Quarterhill Inc. (QTRH $1.13)
  • $1.13 Cap: $132M
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Q: Please comment on today's financial results.

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Read Answer Asked by Pierre on November 05, 2020

• Micron Technology Inc. (MU $117.68)
  • $117.68 P/E (TTM): 20.79X Cap: $131.69B
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• Advanced Micro Devices Inc. (AMD $167.76)
  • $167.76 P/E (TTM): 93.55X Cap: $272.24B
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Q: I have been following AMD and MU for some time now. They have both been expanding their horizons. I am looking for a company with potential for growth and both of these seem to be going in that direction. If you were to buy one today which one would be your choice and why?

Thanks John

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Read Answer Asked by John on November 05, 2020

• Sylogist Ltd. (SYZ $7.99)
  • $7.99 Cap: $186M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Apple Inc. (AAPL $227.76)
  • $227.76 P/E (TTM): 34.13X Cap: $3.38T
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• Alphabet Inc. (GOOG $206.72)
  • $206.72 P/E (TTM): 21.34X Cap: $2.50T
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• Descartes Systems Group Inc. (The) (DSG $140.22)
  • $140.22 P/E (TTM): 60.27X Cap: $12.02B
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• Enghouse Systems Limited (ENGH $22.78)
  • $22.78 P/E (TTM): 15.78X Cap: $1.25B
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• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
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• Veeva Systems Inc. Class A (VEEV $290.86)
  • $290.86 P/E (TTM): 59.93X Cap: $47.53B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
  • $16.93 Cap: $2.33B
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Q: I recall 5i stating in 2020 that DSG, KXS and PHO, all have no debt and significant cash reserves. Can you recommend 3 other good Canadian and 3 American growth stocks in a similar position.
Thanks you.

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Read Answer Asked by Grant on November 05, 2020

• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
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Q: Thoughts on latest quarter.

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Read Answer Asked by don on November 05, 2020

• Splunk Inc. (SPLK)
  • P/E (TTM): 237.35X Cap: $26.43B
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Q: Hi 5i team,
A number of companies show up regularly on your favourite lists, which seems to be a popular feature with your subscribers. I have held SPLK in the past. It has been well over a year since any question on it. A lot of analysts are quite positive on SPLK in the big data and cybersecurity space and it doesn’t seem crazy expensive for a tech stock. Obviously, all can’t make the top tier lists. I am curious on your view on SPLK and what keeps it from making the cut.
Thanks again for the insight.
Dave

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Read Answer Asked by Dave on November 05, 2020

• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
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• Dye & Durham Limited (DND $10.42)
  • $10.42 Cap: $700M
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Please rank these three in terms of ability to be substantially higher in 3-5 years and perhaps a short summary as to why.

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Read Answer Asked by Jeff on November 03, 2020

• mdf commerce inc. (MDF $5.80)
  • $5.80 Cap: $255M
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Q: Could you give me your assessment on MDF. I see that it has made a definite turn around and moving back up. Has something happened that has made it more popular and is this trend possibly going to continue. What happened back in 2016 17 to make it drop so much. Does it pay a dividend?
Thanks John

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Read Answer Asked by John on November 03, 2020

• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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Q: Hi, Could you please comment on CSU earnings. Thanks

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Read Answer Asked by rajeev on November 03, 2020