Investment Q&A

• Dynatrace Inc. (DT $49.40)
  • $49.40 P/E (TTM): 30.09X Cap: $14.67B
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Q: Hi,
A question about this company was asked to your team sometime in January and you mentioned that it was an expensive stock at that time, based on certain metrics.
Since then, DT has fallen significantly but I was surprised that on Friday (March 20th), it bucked the trend and closed up over 9%.
Has the stock reached a point whereby it is now cheap?

Your opinion is appreciated.

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Read Answer Asked by ilie on March 21, 2020

• Atlassian Corporation (TEAM $170.79)
  • $170.79 Cap: $44.80B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: I am looking at selling AYX for tax loss. would Team be a good replacement or could you recommend something beaten down in this space?

Dave

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Read Answer Asked by Dave on March 20, 2020

• CrowdStrike Holdings Inc. (CRWD $420.55)
  • $420.55 Cap: $104.82B
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Q: Hi 5i Team,
Pls comment on Crowdstrike Holding’s earning and guidance. Do you like their future outlook?
Thank you for your professional advice.

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Read Answer Asked by Pui on March 20, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.93)
  • $16.93 Cap: $2.33B
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Q: What do you think about tax loss selling of shares of Lightspeed? My purchase price is significantly higher than the current share price.

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Read Answer Asked by Linda on March 19, 2020

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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Q: If not already asked....opinion on Q4/19 results & guidance on Photon Control...Q1/20 pre-lim revenue looks great. Did 5i listen in on conference call today?? Thanks as always, jb Piedmont QC PS: everyone stay safe & healthy

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Read Answer Asked by John on March 19, 2020

• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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Q: If you had to choose between Shopify ($450) or Kinaxis ($90) at current levels, which would you prefer?

Thanks,
Jason

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Read Answer Asked by Jason on March 19, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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Q: How much cash to they have??

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Read Answer Asked by Bill on March 19, 2020

• Paysign Inc. (PAYS $5.40)
  • $5.40 P/E (TTM): 43.42X Cap: $294M
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Q: In light of the company's audit and material weakness in financial reporting, what would you suggest someone holding a full position of one's growth portfolio? It is very close to the 52 week low but given the size, should it really matter? Get out at any cost, or count it as dead money until it gets back on its feet with outsized percentage returns? Is it fair to say the business model has little financial risk; mostly it is the reputation that fetches clients?

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Read Answer Asked by Rajiv on March 19, 2020

• Evertz Technologies Limited (ET $12.15)
  • $12.15 P/E (TTM): 15.36X Cap: $920M
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Q: Is ET a good company to invest in these days now that it had a nice little drop?

Thanks

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Read Answer Asked by Carlo on March 18, 2020

• Sylogist Ltd. (SYZ $7.99)
  • $7.99 Cap: $186M
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Q: Management's poor bonus decision aside. What are your thoughts on Sylogist at the $8.00 level?

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Read Answer Asked by michael on March 18, 2020

• Fidelity MSCI Information Technology Index ETF (FTEC $206.53)
  • $206.53 P/E (TTM): 99.69X Cap: $14.59B
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Q: Please give me your opinion about this etf FTEC for info tech. Would you have reasons for recommending this for growth in an RRSP? Thanks.

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Read Answer Asked by K on March 17, 2020

• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $93.09)
  • $93.09 P/E (TTM): 96.05X Cap: $1.15B
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• Vanguard Industrials ETF (VIS $293.60)
  • $293.60 P/E (TTM): 82.58X Cap: $5.95B
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• Industrial Select Sector SPDR (XLI $153.14)
  • $153.14 P/E (TTM): 87.2X Cap: $23.66B
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• First Trust AlphaDEX U.S. Industrials Sector Index ETF (FHG $56.66)
  • $56.66 P/E (TTM): 46.28X Cap: $42M
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• TD Global Technology Leaders Index ETF (TEC $49.47)
  • $49.47 P/E (TTM): 59.06X Cap: $3.21B
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Q: Please recommend a CAD unhedged US tech ETF and CAD unhedged US industrial ETF or any ETF which has a combination of both and would you buy at this time? Long term hold (10+ years) and medium to high risk. Thanks.

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Read Answer Asked by K on March 17, 2020

• iShares Global Healthcare Index ETF (CAD-Hedged) (XHC $64.45)
  • $64.45 P/E (TTM): 75.18X Cap: $481M
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $58.31)
  • $58.31 P/E (TTM): 98.54X Cap: $3.81B
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• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $93.09)
  • $93.09 P/E (TTM): 96.05X Cap: $1.15B
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Q: The ETF Portfolios tend to indicate a preference for CDN Hedged ETF's. (XQQ; XHC). Do you still prefer CDN Hedged ETFs today? Can you suggest non-hedged alternatives?

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Read Answer Asked by Joyce on March 17, 2020

• Microsoft Corporation (MSFT $507.23)
  • $507.23 P/E (TTM): 36.97X Cap: $3.77T
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• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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Q: Hello team,
This is a general question about metrics and about Microsoft in particular.If you back off cash and debt what is the metric for a P/E ratio with this applied and how does this comparison evaluate Microsoft and its peers.What is this metric called and how does this apply to for example CSU.

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Read Answer Asked by ANDREW on March 17, 2020

• Fortinet Inc. (FTNT $80.02)
  • $80.02 P/E (TTM): 32.0X Cap: $61.31B
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Q: On Dec. 16th, you answered that FTNT was probably your favourite large cap Cyber security company. Any change there? Also they have a lot of cash, do they have a good track record of acquisitions? Thank-you.

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Read Answer Asked by Alex on March 17, 2020

• The Rubicon Project Inc. (RUBI)
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Q: I am down 60% on Rubicon, in this environment is there any chance that they would go out of business.
I thank you for your guidance in this panicked time.
Peter

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Read Answer Asked by Peter on March 16, 2020

• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
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Q: Given the recent pullback on TSGI, what action would you recommend those currently holding the stock take?

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Read Answer Asked by Gregory on March 16, 2020

• Adobe Inc. (ADBE $362.09)
  • $362.09 P/E (TTM): 22.67X Cap: $153.59B
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• NVIDIA Corporation (NVDA $177.99)
  • $177.99 P/E (TTM): 56.45X Cap: $4.34T
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• Salesforce Inc. (CRM $248.29)
  • $248.29 P/E (TTM): 38.47X Cap: $237.36B
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Q: Can you rank these 3 companies and justify the ranking?

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Read Answer Asked by Ryan on March 16, 2020

• Sylogist Ltd. (SYZ $7.99)
  • $7.99 Cap: $186M
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Q: I feel that management deceived their shareholders. "The Company has agreed to the buy-out of the contractual bonus compensation arrangements with the CEO". He took a huge payment. "These executives will remain in their respective positions, with current base salaries and benefits continuing, along with a new bonus plan." That is an outright lie. No sooner did he get his huge payment then the CEO announces his retirement. Really deceitful. Time to hang up on this company?

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Read Answer Asked by Joel on March 16, 2020

• Cisco Systems Inc. (CSCO $67.32)
  • $67.32 P/E (TTM): 27.36X Cap: $266.58B
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• Defiance Next Gen Connectivity ETF (FIVG)
  • P/E (TTM): 30.91X Cap: $633M
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Q: Is there an ETF that concentrates on 5G technology.
One that may be a candidate to acquire in the down market or would CSCO be a better choice.

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Read Answer Asked by Doug on March 16, 2020