Investment Q&A

• Sylogist Ltd. (SYZ $7.80)
  • $7.80 Cap: $186M
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Q: These two companies have either raised money recently or did a shelf prospectus in anticipation I think of raising money?
Could these two companies be in play to he bought out or are they mainly interested in growing their companies? Which company could be interested in buying them?

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Read Answer Asked by Helen on September 03, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.38)
  • $194.38 P/E (TTM): 77.53X Cap: $255.35B
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• Docebo Inc. (DCBO $42.42)
  • $42.42 P/E (TTM): 44.11X Cap: $1.23B
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Q: Are there canadian public companies involved in work from home ?

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Read Answer Asked by victor on September 03, 2020

• Constellation Software Inc. (CSU $4,501.78)
  • $4,501.78 P/E (TTM): 110.08X Cap: $96.41B
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• Kinaxis Inc. (KXS $192.06)
  • $192.06 P/E (TTM): 164.37X Cap: $5.50B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.38)
  • $194.38 P/E (TTM): 77.53X Cap: $255.35B
  • View SHOP Profile
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Q: What's wrong with Canadian tech these days? ZQQ is up 12.61% this month, as tech stocks soar. But in Canada, you would have been much better off owning a plodding insurance company like Sun Life or a bank than Kinaxis, Constellation Software, Open Text, Enghouse, CGI, Shopify or Sylogist.

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Read Answer Asked by John on September 02, 2020

• Limelight Networks Inc. (LLNW)
  • P/E (TTM): -7.2X Cap: $364M
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• Inseego Corp. (INSG $11.18)
  • $11.18 P/E (TTM): 27.0X Cap: $166M
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Q: Hi guys : could you give me your opinion on the above stocks Thanks Gary

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Read Answer Asked by gary on September 02, 2020

• Kinaxis Inc. (KXS $192.06)
  • $192.06 P/E (TTM): 164.37X Cap: $5.50B
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Q: You had been recommending KXS previously; however, I have noticed that you are recommending CSU, SHOP and DGS lately among the Canadian IT companies. Is KXS still a buy and how do you rank KXS, CSU. SHOP, ENGH and DGS? Thank you.

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Read Answer Asked by Dev on September 02, 2020

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Peter, Ryan and gang: a couple of weeks ago AYX took a dive and currently is trying slowly to regain its former price levels. What are your thoughts, hang in there or move on?
If your advice is move on, could you suggest two or three US stocks, maybe “cloud “ or “i t “ . I have a good risk tolerance and await your reply
John

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Read Answer Asked by John on September 02, 2020

• Analog Devices Inc. (ADI $254.24)
  • $254.24 P/E (TTM): 67.47X Cap: $124.07B
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• QUALCOMM Incorporated (QCOM $156.65)
  • $156.65 P/E (TTM): 14.89X Cap: $170.49B
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Q: Hi gang, how would you rate AdI as a
Company overall. Is It expensive are the dividend safe? 3-5 years hold. Or other better semi conductor company’s? Thanks. Alnoor

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Read Answer Asked by Alnoor on September 02, 2020

• Kraken Robotics Inc. (PNG $3.42)
  • $3.42 P/E (TTM): 50.14X Cap: $1.05B
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Q: Your thoughts on PNG? Its small....But is there opportunity?

Thanks as always

Dave

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Read Answer Asked by David on September 02, 2020

• Zoom Communications Inc. (ZM $81.39)
  • $81.39 P/E (TTM): 21.97X Cap: $24.95B
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Q: Hi folks
I was going to buy a small amount but missed my window...drats!. Am I too late to the party? Is there another equivalent that you could suggest?
Thanks for keeping me on track.

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Read Answer Asked by El-ann on September 02, 2020

• NexOptic Technology Corp. (NXO $0.01)
  • $0.01 Cap: $1M
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Q: Can you please share your opinion on this company. Although a small company, they seem to have an interesting and unique product. Thanks .

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Read Answer Asked by mitchell on September 02, 2020

• Zoom Communications Inc. (ZM $81.39)
  • $81.39 P/E (TTM): 21.97X Cap: $24.95B
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Q: ZM had a big 1/4 and is surging after hours; any recommendation on continuing to hold vs trimming vs selling ? Any thoughts on a new target for ZM ? Thank you.

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Read Answer Asked by Paul on September 01, 2020

• BetaPro NASDAQ-100 2x Daily Bull ETF (HQU)
  • Cap: $418M
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Q: What is your opinion on this etf? I don't expect it to do well in a downturn (when it hits again), but the long term track record looks good.

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Read Answer Asked by Blair on August 31, 2020

• Okta Inc. (OKTA $92.33)
  • $92.33 P/E (TTM): 138.12X Cap: $16.11B
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Q: Thoughts on the recent quarter? Looks to be doing well all things considered.

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Read Answer Asked by Sal on August 31, 2020

• Lantronix Inc. (LTRX $3.70)
  • $3.70 Cap: $134M
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Q: I received shares of US-based Lantronix when they purchased Canadian-based Intrinsyc Technologies in January of this year. Since then I have held on to all my shares in Lantronix and they are performing well despite COVID-19. What is your thoughts about Lantronix shares going forward?

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Read Answer Asked by Charles on August 31, 2020

• Kinaxis Inc. (KXS $192.06)
  • $192.06 P/E (TTM): 164.37X Cap: $5.50B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.38)
  • $194.38 P/E (TTM): 77.53X Cap: $255.35B
  • View SHOP Profile
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• Real Matters Inc. (REAL $6.19)
  • $6.19 Cap: $464M
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.78)
  • $16.78 Cap: $2.33B
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Q: What companies on your radar have the strongest balance sheets? Thanks.

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Read Answer Asked by Patrick on August 28, 2020

• BlackBerry Limited (BB $5.18)
  • $5.18 Cap: $3.09B
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Q: I would appreciate your comments on BB.
Clayton

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Read Answer Asked by Clayton on August 28, 2020

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $132.87)
  • $132.87 P/E (TTM): 17.41X Cap: $30.08B
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Q: Thoughts on CGI? Doesn't seem to participating in the (tech) rally over the past few months.

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Read Answer Asked by David on August 28, 2020

• Apple Inc. (AAPL $228.59)
  • $228.59 P/E (TTM): 34.13X Cap: $3.38T
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• QUALCOMM Incorporated (QCOM $156.65)
  • $156.65 P/E (TTM): 14.89X Cap: $170.49B
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• Xilinx Inc. (XLNX)
  • P/E (TTM): 51.66X Cap: $48.41B
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• American Tower Corporation (REIT) (AMT $211.37)
  • $211.37 P/E (TTM): 75.99X Cap: $99.21B
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• Keysight Technologies Inc. (KEYS $165.73)
  • $165.73 P/E (TTM): 37.61X Cap: $28.71B
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Q: good morning,

I'm reading a lot of rather breathless prose about the potential of 5G and am interested on your thoughts for the potential of this technology. The names that pop up include Apple, Qualcomm, Nokia, Siemens, Skyworks, Crown Castle ( I believe that may have been a 5i suggestion) and even ( gasp) Blackberry. What companies would you suggest are best positioned to take advantage of the projected growth, both US and Canadian. Thanks.

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Read Answer Asked by alex on August 27, 2020

• Box Inc. Class A (BOX $31.47)
  • $31.47 P/E (TTM): 24.17X Cap: $4.60B
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Q: YOUR THOUGHTS ON EARNINGS AND THE FUTURE OF THIS COMPANY? THANK YOU

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Read Answer Asked by John on August 27, 2020

• Autodesk Inc. (ADSK $284.98)
  • $284.98 P/E (TTM): 61.25X Cap: $62.10B
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Q: Can you please comment on this company's recently announced earnings. Your overall thoughts on the company would be appreciated and do you see it as a buy. Thank You.

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Read Answer Asked by Brian on August 26, 2020