Investment Q&A

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
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Q: comments please on the quarter. Thx

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Read Answer Asked by blake on November 05, 2019

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.05X Cap: $1.84T
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• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 26.17X Cap: $2.92T
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
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Q: If one were interested in investing in Artificial Intelligence what might you recommend for Canada, US or abroad. More so interested "safer" stocks, as opposed to trying to hit a home run.
Thanks, Lee

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Read Answer Asked by Lee on November 05, 2019

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.29)
  • $124.29 P/E (TTM): 16.78X Cap: $27.88B
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• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.41B
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• Descartes Systems Group Inc. (The) (DSG $133.62)
  • $133.62 P/E (TTM): 58.1X Cap: $11.70B
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• Open Text Corporation (OTEX $54.04)
  • $54.04 P/E (TTM): 23.63X Cap: $14.03B
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Q: Recognizing the substantial market cap differences between the much larger csu and gib.a, vs the smaller otex and dsg , in what order would you rank the four in terms of the usual metrics used for tech growth companies . I currently hold gib.a and otex and am looking to either add to existing positions or add something new. If you have another growth company in this space , pleased to hear it and why.

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Read Answer Asked by Colleen on November 05, 2019

• Qorvo Inc. (QRVO $83.24)
  • $83.24 P/E (TTM): 107.18X Cap: $8.34B
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• Skyworks Solutions Inc. (SWKS $69.16)
  • $69.16 P/E (TTM): 30.56X Cap: $10.93B
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• Crown Castle Inc. (CCI $97.58)
  • $97.58 Cap: $42.07B
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Q: Hi Team
What companies would you suggest that would benefit from radio frequency semi-conductors for 5G? Please rate best to least. Also understand that Bill Gates has invested in one of the semi-conductor companies. Would you happen to know which one?
Thank you

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Read Answer Asked by Heather on November 05, 2019

Q: Could you please comment on AT's Record Q3 results that were released this morning. Thanks as always.

AcuityAds Holdings Inc. (TSX:AT) ("AcuityAds" or "Company"), a technology leader that provides targeted digital media solutions enabling advertisers to connect intelligently with audiences across digital advertising campaigns, today announced its financial results for the three and nine months ended September 30, 2019.

Generated $26.9 million in Revenue, $1.6 million in Adjusted EBITDA and $0.7 million in Adjusted Net Income

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Read Answer Asked by karl on November 05, 2019

• RingCentral Inc. Class A (RNG $26.39)
  • $26.39 Cap: $2.45B
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Q: Early Oct. RingCentral announced a partnership with Avaya. The stock
gapped up and I sold.

Would like to get back in when it settles. Is this partnership such a big deal?
Was the price jump justified?

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Read Answer Asked by claudette on November 04, 2019

• Global Payments Inc. (GPN $82.85)
  • $82.85 P/E (TTM): 15.53X Cap: $21.15B
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Q: Your thoughts please.

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Read Answer Asked by Mark on November 04, 2019

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X Cap: $99M
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Q: Hi,
In your answer to David's question on october 15 you say that Pivot's debt looks OK with a big reduction since 2017. Could you be more specific ?
Also what is the current payout ratio and what metrics do you refer to when you say the stock is very cheap ?

Thank you

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Read Answer Asked by Guy on November 04, 2019

• Opsens Inc. (OPS $2.90)
  • $2.90 Cap: $335M
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Q: What’s your latest opinion on OPS?
Long term buy, hold or sell.
Thank you!
Nick

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Read Answer Asked by Nick on November 04, 2019

• Arista Networks Inc. (ANET $154.10)
  • $154.10 P/E (TTM): 61.71X Cap: $193.68B
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Q: After the recent crash of this company how think the stock will preform, and why?

Thx.

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Read Answer Asked by Brent on November 04, 2019

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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Q: Can you comment on earnings? Would you initiate a position today ?

Thanks
Karim

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Read Answer Asked by Karim on November 01, 2019

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $159.01)
  • $159.01 P/E (TTM): 23.07X Cap: $367.19B
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Q: Can I please have your comments and thoughts on Alibaba's recently announced earnings. Do you see it as a long term hold? Thank You.

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Read Answer Asked by Brian on November 01, 2019

• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Could I get your opinion on Alteryx results please?

Thanks

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Read Answer Asked by Joe on November 01, 2019

• Open Text Corporation (OTEX $54.04)
  • $54.04 P/E (TTM): 23.63X Cap: $14.03B
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Q: What are your thoughts on future growth of OTEX? Would you recommend holding or suggest another stock in this area?

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Read Answer Asked by Danny-boy on November 01, 2019

• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.41B
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• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.38X Cap: $5.24B
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• Open Text Corporation (OTEX $54.04)
  • $54.04 P/E (TTM): 23.63X Cap: $14.03B
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Q: Please comment on earnings. Which one(s) would you add new money coming into a portfolio to? Thanks

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Read Answer Asked by Larissa on November 01, 2019

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.05X Cap: $1.84T
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• Twilio Inc. Class A (TWLO $107.12)
  • $107.12 P/E (TTM): 1140.5X Cap: $17.48B
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Q: Could I have your thoughts on earnings for both Twilio and Facebook?

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Read Answer Asked by Michael on October 31, 2019

• Twilio Inc. Class A (TWLO $107.12)
  • $107.12 P/E (TTM): 1140.5X Cap: $17.48B
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Q: Please comment on earnings. I hold the stock and am underwater now.

What would you do with it going forward? Hold or sell?

Thanks

Sheldon

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Read Answer Asked by Sheldon on October 31, 2019

• Zoom Communications Inc. (ZM $80.28)
  • $80.28 P/E (TTM): 21.07X Cap: $24.75B
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• CrowdStrike Holdings Inc. (CRWD $493.66)
  • $493.66 Cap: $127.76B
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Q: With pullbacks on these two stocks, how do you feel about now as entry points?

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Read Answer Asked by Gregory on October 31, 2019

• Spotify Technology S.A. (SPOT $685.29)
  • $685.29 Cap: $139.69B
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Q: What about SPOTIFY for the next 12 to 18 months for growth, what do you see it as a safe and solid?

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Read Answer Asked by Alain on October 30, 2019

• Patriot One Technologies Inc. (PAT)
  • P/E (TTM): -2.3X Cap: $96M
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Q: Any news on PAT causing it to drop 15 per cent today

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Read Answer Asked by Bruce on October 29, 2019