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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hello Team, Considering the strength and outlook, would you prefer to Add to ZS or you see better opportunities - AAPL, FB, AYX, ROKU, NOW that had dropped in price but offer better risk reward. I own all of these but wanted to add money to 1 or 2. ( without sector consideration) . Thanks
Read Answer Asked by RUPINDER on April 03, 2020
Q: I have held TCEHY for some time and am roughly flat. With their strong presence in online gaming and AI, I wonder if TCEHY has a bright future ahead of it and I should continue to be patient or should I take this opportunity to trade up .....maybe to a US Tech company that has been beaten up (I already own KXS, CSU, OTEX, SHOP, CGI, AAPL, GOOGL) offering greater upside. Your thoughts.
Read Answer Asked by Scott on April 02, 2020
Q: Question about ZM,

I know you mentioned in an old comment that ZM is trading at a crazy ~20x sales multiple... is that forward sales estimates and is that incorporating the recent surge of sales due to COVID?
I know it is a hyped stock, but in the last 2 weeks I went from not knowing about zoom to all my work life being through zoom and now my social life as well though group zoom chats. I know from a work perspective I will keep using zoom... it seems like a large chunk of the developed world has been recently introduced to their product (and it is a good product)

When have estimates been revised, what are the forward sales and earnings multiples now, and do you think it is a buy?
Read Answer Asked by Max on April 02, 2020
Q: Hi,

I have a small position in Sangoma and am considering selling and adding to another tech company. Going forward however do you consider the macro space in which Sangoma operates to be a driver for growth or would you see other tech companies with greater potential and if so, a few names would be helpful. I recognize Sangoma is a small company.

Thanks
Read Answer Asked by Greg on April 02, 2020
Q: What's your favorite tech names right now? I'm looking to add name in a non registered account. Looking for growth.

Thanks

Dave
Read Answer Asked by David on April 01, 2020
Q: Considering the adverse effects of COVID-19, many specialists in the medical community are using online technology for appointments for there patients. What thoughts and recommendations might you have related to this statement in a PR Newswire release and the specific companies named?

"Global Telehealth Market 2020-2024 The analyst has been monitoring the global telehealth market 2020-2024 and it is poised to grow by USD 95.72 bn during 2020-2024, progressing at a CAGR of 25% during the forecast period. .... American Well Corp., Cisco Systems Inc., Doctor On Demand Inc., Enghouse Systems Ltd., General Electric Co., Honeywell International Inc., Koninklijke Philips NV, MDLIVE Inc., Medtronic Plc and Teladoc Health Inc."
Read Answer Asked by David C. on April 01, 2020
Q: I am interested in the performance of these 2 stocks before and during the current conronavirus environment.
I would have thought that AYX would have fared better, since it has about 3 time the market capitalisation. I acn't articulate the other factors which have given me a gut feeling that AYX was inherently stronger. But KXS seems to have held up better.
Grateful for your insights on the comparative recent performance of these two.
Read Answer Asked by TOM on April 01, 2020
Q: please list in order of preference your favourite 5 Canadian technology companies with strong balance sheets.
Read Answer Asked by richard on April 01, 2020
Q: Just wondering your general opinion on these 4 stocks that were rated 5 stars by Morningstar. Do you think any of them are interesting and how would you rate them. Thank you
Read Answer Asked by Meghan on March 31, 2020
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