Investment Q&A

• Alphabet Inc. (GOOG $323.64)
  • $323.64 P/E (TTM): 29.58X Cap: $3.84T
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• Constellation Software Inc. (CSU $3,396.27)
  • $3,396.27 P/E (TTM): 74.74X Cap: $71.69B
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Q: I have room for one more Tech stock in my TFSA. Of the two - CSU and GOOG - which would you buy and why ?
Thanks

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Read Answer Asked by JOHN on July 06, 2020

• Microsoft Corporation (MSFT $476.99)
  • $476.99 P/E (TTM): 33.58X Cap: $3.50T
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• iShares Russell 2000 Growth ETF (IWO $322.47)
  • $322.47 P/E (TTM): 22.39X Cap: $12.67B
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Q: I have a massive,massive gain in MSFT after buying this in the low $20 range over 10 years ago. Would you sell off a portion and invest the proceeds in IWO or just hold on to MSFT? Thanks Ron

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Read Answer Asked by Ronald on July 06, 2020

• Lemonade Inc. (LMND $74.00)
  • $74.00 Cap: $5.45B
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Q: Can I get your thoughts on the Lemonade IPO please, the market seems to eat up all the tech ipo's these days. I couldn't resist myself, but what does 5i think a ballpark fair price would be for something like this?

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Read Answer Asked by dan on July 06, 2020

• Veeva Systems Inc. Class A (VEEV $239.95)
  • $239.95 P/E (TTM): 50.22X Cap: $38.75B
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Q: I have some US dollars to deploy, what one US stock would you recommend today regardless of all other assets already held?

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Read Answer Asked by John on July 06, 2020

• Intel Corporation (INTC $35.83)
  • $35.83 P/E (TTM): 3450.0X Cap: $156.65B
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• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $4.93B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
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• Ciena Corporation (CIEN $196.24)
  • $196.24 P/E (TTM): 183.77X Cap: $27.46B
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Q: KXS: FPE 113x, SHOP FPE 3490x: MS MV of $133.00 & $477.00 respectively. These prices make no sense to me. Of course, I wish I had bought SHOP not that long ago for $500.00+ per share; but, now both look crazy out of touch with any semblance of fundamental analysis to me. Both would need a super large correction IMHO. I own no Cdn. Tech. - just USD ETF IGM which is almost back to high prior to CV19. Any suggestions for buys on TSX - not interested in speculative stocks. I am looking for some growth as I own mostly large cap "dividend growers" in my portfolios.

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Read Answer Asked by James on July 06, 2020

• Gen Digital Inc Com (NLOK)
  • P/E (TTM): 15.5X Cap: $14.41B
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Q: Your opinion please on nlok.

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Read Answer Asked by Irv on July 06, 2020

• Docebo Inc. (DCBO $29.95)
  • $29.95 P/E (TTM): 28.31X Cap: $854M
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Q: Can you shed some light on this mornings announcement by DCBO and its partnership with MHR International Group. Would you consider this to be significant.

Thank you!

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Read Answer Asked by Greg on July 06, 2020

Q: Good morning... Eric Reguly of the Globe and Mail wrote an interesting article for Saturday’s paper “Big Tech can’t keep rising when the economy is sinking”. He concludes by stating that “The Big Tech companies have had a fabulous run and have saved the broader equity markets from collapsing. But they can’t keep soaring when the economy that propelled them relentlessly upward before COVID-19 hit is sinking.” What is your take on his thesis? Thx

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Read Answer Asked by Patrik on July 06, 2020

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $125.82)
  • $125.82 P/E (TTM): 16.79X Cap: $27.18B
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Q: CGI group has lagged the very impressive tech rebound. It has underperformed competitors such as Accenture. Not even close to its old high. Any idea why the relative underperformance with CGI?

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Read Answer Asked by Joel on July 03, 2020

• Enghouse Systems Limited (ENGH $20.13)
  • $20.13 P/E (TTM): 14.8X Cap: $1.10B
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Q: Engehouse has been moving up dramatically after being slow and steady for a number of years. What has changed and do you think it will continue to be strong.
Thank you for everything you do.
Peter

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Read Answer Asked by Peter on July 03, 2020

• ON Semiconductor Corporation (ON $48.31)
  • $48.31 P/E (TTM): 60.65X Cap: $19.06B
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Q: Could you give me your opinion on this company,is this a good entry,how is management, debt,any near term catalysts and how often do they beat expectations thank you

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Read Answer Asked by Greg on July 03, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.67)
  • $15.67 Cap: $2.08B
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Q: Lightspeed is up 12% today and I don't see any news. Any idea why it is performing so well??

Ken

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Read Answer Asked by KENNETH on July 02, 2020

• Evertz Technologies Limited (ET $13.30)
  • $13.30 P/E (TTM): 16.19X Cap: $976M
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Q: Good morning and Happy Canada Day!
Thoughts on Evertz quarter and what your expectation of where the dividend goes from here. Would you expect them to return to .18 per quarter in short order or will we see a further cut ? Do you consider the dividend cut prudent or is it possible they are trying to chase away public shareholders and take the company private in the near term?
Thanks Rob

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Read Answer Asked by Robert on July 02, 2020

• Evertz Technologies Limited (ET $13.30)
  • $13.30 P/E (TTM): 16.19X Cap: $976M
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Q: Hi 5i team
Evertz just beat expectations on the quarter. Can you talk about dividend changes, thoughts on the quarter and valuation.
Thank you very much

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Read Answer Asked by Patrick on July 02, 2020

• POET Technologies Inc. (PTK $7.38)
  • $7.38 Cap: $669M
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• NIO Inc. American depositary shares each representing one Class A (NIO $5.50)
  • $5.50 Cap: $12.91B
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Q: What is with PTK and NIO today? These are up significantly, especially PTK

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Read Answer Asked by satish on July 02, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $82.07)
  • $82.07 P/E (TTM): 42.06X Cap: $738M
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Q: Is there and ETF for Cdn. tech stocks?

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Read Answer Asked by Donald on July 02, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $82.07)
  • $82.07 P/E (TTM): 42.06X Cap: $738M
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• INVESCO QQQ Trust (QQQ $608.89)
  • $608.89 P/E (TTM): 36.83X Cap: $395.80B
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• Vanguard Information Technology ETF (VGT $739.21)
  • $739.21 P/E (TTM): 36.22X Cap: $113.22B
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Q: Could you recommend a couple of etfs for the tech sector for both the Canadian and U.S. markets ? Thank -you.

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Read Answer Asked by John on July 02, 2020

• Limelight Networks Inc. (LLNW)
  • P/E (TTM): -7.2X Cap: $364M
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Q: I see only one other question on this stock (2017). Was this actually a 20+ dollar stock? Do you know why it tanked so badly over a decade ago? Would it be better now that there is more and more streaming demand? It doesn't seem to get a lot of attention.

TIA!

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Read Answer Asked by Wayne on July 02, 2020

Q: Tech companies are at all time high, it feels that we are again reaching a tech bubble. Is it time to lighten-up on tech companies/ funds/ETFs. What are the signs of reaching bubbles and how does this compare to previous cases of sector bubbles?

Thanks

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Read Answer Asked by Saad on July 02, 2020

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: Thoughts please on the latest acqusition of Vricon and the the refinacing of some debt at better rates ? The stock has certainly been on a tear since earnings release in May. Still own this from when you had it in the BE portfolio and am thinking of adding to it on the positive momentum. Thx

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Read Answer Asked by blake on June 29, 2020