Investment Q&A

• Telaria Inc. (TLRA $6.00)
  • $6.00 Cap: $288M
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Q: Can I have your thoughts on this US company?
Thank You, Peter

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Read Answer Asked by Peter on August 15, 2019

• Appian Corporation (APPN $28.51)
  • $28.51 Cap: $2.11B
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Q: Looking good on this down market ? Opinion ?
Thanks !

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Read Answer Asked by Martin on August 15, 2019

• Corning Incorporated (GLW $82.98)
  • $82.98 P/E (TTM): 92.76X Cap: $71.08B
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• Viavi Solutions Inc. (VIAV $12.27)
  • $12.27 P/E (TTM): 84.4X Cap: $2.73B
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Q: Corning seems to be going nowhere - Hold or sell?? If sell replacement in same sector? Thanks Jim

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Read Answer Asked by jim on August 14, 2019

• The Trade Desk Inc. (TTD $52.36)
  • $52.36 P/E (TTM): 65.17X Cap: $25.60B
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Q: Can I have your comments on recent results - would you see pullback as a
a good entry point?

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Read Answer Asked by Scott on August 13, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
  • $15.46 Cap: $2.12B
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Q: What do you make of lightspeeds latest news.

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Read Answer Asked by don on August 12, 2019

• QUALCOMM Incorporated (QCOM $153.59)
  • $153.59 P/E (TTM): 16.01X Cap: $165.72B
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• Xilinx Inc. (XLNX)
  • P/E (TTM): 51.66X Cap: $48.41B
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• Keysight Technologies Inc. (KEYS $159.49)
  • $159.49 P/E (TTM): 54.32X Cap: $29.40B
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• Marvell Technology Inc. (MRVL $85.61)
  • $85.61 Cap: $73.80B
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Q: Could you suggest stocks that would benefit to 5g?
Thankyou

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Read Answer Asked by Frank on August 12, 2019

• Zendesk Inc. (ZEN)
  • Cap: $9.62B
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Q: Can you provide an update on Zendesk....with the recent pullback is this a good entry point?

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Read Answer Asked by Dan on August 12, 2019

• Open Text Corporation (OTEX $54.04)
  • $54.04 P/E (TTM): 24.18X Cap: $13.74B
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Q: OTEX reported a 0.1% constant currency organic growth rate for F19 implying revenues were basically flat because of a slowdown in Q4 license sales ex-acquisitions. Slowdowns in license sales should impact customer support revenues which is an important recurring source. Is this strictly a grow-by-acquisition game that can produce too many negative surprises and nasty stock corrections to bother with? If so, which TSX tech stocks would be a higher quality choice? Appreciate your service!

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Read Answer Asked by Michael on August 09, 2019

• Baylin Technologies Inc. (BYL $0.29)
  • $0.29 Cap: $44M
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Q: How was their Q?

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Read Answer Asked by Tom on August 09, 2019

• Agilysys Inc. (AGYS $109.49)
  • $109.49 P/E (TTM): 220.24X Cap: $3.08B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
  • $15.46 Cap: $2.12B
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Q: How would you compare these 2 companies. Are they in similar businesses? In your opinion which one has a better growth/risk profile?

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Read Answer Asked by Marcela on August 09, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
  • $15.46 Cap: $2.12B
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Q: Hi, How many shares will come off the lock up period on Sep 15 ? Do you know of these shareholders - retail v/s institutional and insiders ?

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Read Answer Asked by rajeev on August 09, 2019

• Roku Inc. (ROKU $92.02)
  • $92.02 Cap: $13.55B
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Q: Good Morning 5i,

Evidently the market likes Q2, can you comment on the release? The ARPU gain really stands out to me.

Thanks!

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Read Answer Asked by David on August 08, 2019

• Evolve Cyber Security Index Fund (CYBR $61.21)
  • $61.21 P/E (TTM): 33.25X Cap: $179M
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Q: Cyberark released a good quarter this morning but the stock is down huge (9%). Is there some news that I'm missing in the earnings that point to slower growth? Would you hold?

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Read Answer Asked by Adam on August 08, 2019

• Paysign Inc. (PAYS $5.35)
  • $5.35 P/E (TTM): 46.42X Cap: $291M
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Q: Would you step into PAYS here after earnings. Is the drop market related or has the growth story changed?

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Read Answer Asked by Bryan on August 06, 2019

• Sangoma Technologies Corporation (STC $6.81)
  • $6.81 Cap: $226M
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Q: Is 5i considering a closer look at Sangoma Technologies for their growth portfolio and/or research coverage? The Company's management is consistently beating analyst estimates and the market cap is now over $100 million with a lot of value given the 4 analyst estimates going forward.

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Read Answer Asked by Charles on August 06, 2019

• INVESCO QQQ Trust (QQQ $589.50)
  • $589.50 P/E (TTM): 36.04X Cap: $376.89B
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• Technology Select Sector SPDR ETF (XLK $278.39)
  • $278.39 P/E (TTM): 39.23X Cap: $89.15B
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Q: I am interested in investing in a technology ETF. Would you prefer the QQQ or XLK?

thanks

Kim

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Read Answer Asked by kim on August 06, 2019

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Square down 15% this morning. Comments please!

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Read Answer Asked by Michael on August 02, 2019

• IPG Photonics Corporation (IPGP $80.68)
  • $80.68 Cap: $3.40B
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Q: I would appreciate your advice upon IPGP. I have held this stock for a number of years and still show a small profit of 18%. However it has declined severely in the past year and is very volatile. Would you continue to hold? If not, would you suggest a couple of possible replacements.
Thanks for your help.

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Read Answer Asked by Peter on August 02, 2019

• The Rubicon Project Inc. (RUBI)
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• Agilysys Inc. (AGYS $109.49)
  • $109.49 P/E (TTM): 220.24X Cap: $3.08B
  • View AGYS Profile
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• Five9 Inc. (FIVN $20.61)
  • $20.61 P/E (TTM): 183.67X Cap: $1.59B
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• CrowdStrike Holdings Inc. (CRWD $493.66)
  • $493.66 Cap: $123.88B
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Q: Would you consider this is a good growth stock to add to a portfolio after the latest earnings? Revenue growth looks to be increasing faster, and guidance was increased. They have a good track record with beating earnings too. Can you add any insights on their management team?

I’m looking for my next TEAM, AYX, TTD, RPD all of which I own thanks to you! Any other tech suggestions in the US?

Thanks

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Read Answer Asked by Joe on August 02, 2019

• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 97.54X Cap: $83.41B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 93.35X Cap: $274.67B
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Q: Hello. In monitoring my equity investments, I note that SHOP is now 8.3% of my total stock portfoliio while CSU has reached 7.5% of that same total. My question is whether it is too risky to let these run -- or trim them back now. Thanks!

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Read Answer Asked by RANDALL on August 01, 2019