Investment Q&A

• Constellation Software Inc. (CSU $3,396.27)
  • $3,396.27 P/E (TTM): 74.74X Cap: $71.69B
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• Kinaxis Inc. (KXS $179.62)
  • $179.62 P/E (TTM): 103.96X Cap: $4.93B
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• Open Text Corporation (OTEX $47.62)
  • $47.62 P/E (TTM): 17.42X Cap: $11.84B
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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 $636.22)
  • $636.22 P/E (TTM): 26.32X Cap: $1.60T
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• Twilio Inc. Class A (TWLO $128.54)
  • $128.54 P/E (TTM): 309.15X Cap: $19.48B
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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 $128.54)
  • $128.54 P/E (TTM): 309.15X Cap: $19.48B
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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 $86.34)
  • $86.34 P/E (TTM): 20.75X Cap: $23.52B
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• CrowdStrike Holdings Inc. (CRWD $512.34)
  • $512.34 Cap: $127.18B
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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 $585.47)
  • $585.47 Cap: $119.24B
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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

• Virgin Galactic Holdings, Inc. (SPCE $3.51)
  • $3.51 Cap: $212M
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Q: Hello, could I get your thoughts on SPCE - Virgin Galactic?

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Read Answer Asked by Michael on October 29, 2019

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Amkor Technology Inc. (AMKR $33.80)
  • $33.80 P/E (TTM): 25.64X Cap: $7.76B
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Q: do the strong results of amkor be relative to what might happen at photon or am i off base here. dave

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Read Answer Asked by david on October 29, 2019

• Magna International Inc. (MG $69.41)
  • $69.41 P/E (TTM): 13.26X Cap: $19.20B
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Q: Any companies or how does one invest in Electric Vehicle Energy Management Systems ? I work in this Industry and believe there is potential .

Many Thanks
Greg

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Read Answer Asked by Greg on October 29, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.99)
  • $221.99 P/E (TTM): 83.48X Cap: $285.16B
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Q: if not asked already, SHOP comments and views on results

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Read Answer Asked on October 29, 2019

• Ballard Power Systems Inc. (BLDP $3.79)
  • $3.79 Cap: $1.13B
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• Plug Power Inc. (PLUG $1.95)
  • $1.95 Cap: $2.73B
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• Bloom Energy Corporation Class A (BE $94.29)
  • $94.29 Cap: $22.60B
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Q: Hi 5i Team - Having just read an article in the Star about the renewed potential for fuel cell powered vehicles am just wondering what your opinion on this would be especially given the great need to reduce greenhouse gases. Also are there any specific companies in this field that you think might do well over the next three to five years. Thank you.

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Read Answer Asked by Rob on October 29, 2019

• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
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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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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Atlassian Corporation (TEAM $149.04)
  • $149.04 Cap: $38.53B
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• The Trade Desk Inc. (TTD $39.09)
  • $39.09 P/E (TTM): 45.57X Cap: $18.88B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.67)
  • $15.67 Cap: $2.08B
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Q: Good morning team 5i
All of these stocks are down. Setting aside sector weights and realizing I am asking for a "crystal ball" answer, which of the above do you think has the quickest (6 months to a year) upside? I have a bit of cash for this specific exercise. Much thanks as usual for all you do!

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Read Answer Asked by El-ann on October 28, 2019

• Microsoft Corporation (MSFT $476.99)
  • $476.99 P/E (TTM): 33.58X Cap: $3.54T
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Q: Would appreciate your comments on the awarding of the JEDI contract to Microsoft.
Thanks
Bob Rose

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Read Answer Asked by Robert on October 28, 2019

• Celestica Inc. (CLS $462.57)
  • $462.57 P/E (TTM): 46.74X Cap: $52.23B
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Q: comments please on the CLS quarter out today? Thx

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Read Answer Asked by blake on October 25, 2019

• SolarEdge Technologies Inc. (SEDG $34.99)
  • $34.99 Cap: $2.06B
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Q: SEDG keeps going up and I wonder if you can see anything specific that might explain it. There seems to be a lot of enthusiasm for this company but I've seen enthusiasm switch to disappointment pretty quick in the past. Any rumours of a buyout maybe? Sell before or after earnings?

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Read Answer Asked by Gerald on October 25, 2019

• Sangoma Technologies Corporation (STC $7.25)
  • $7.25 Cap: $240M
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Q: Any thoughts why Sangoma still trades less than 1X revenues (on forward guidance) despite having almost half of its revenues recurring. The Company has grown a lot and Management has a history of making good acquisitions. Do you think the stock is due for a re-rating more inline with its peers?

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Read Answer Asked by Charles on October 25, 2019

• Amazon.com Inc. (AMZN $229.67)
  • $229.67 P/E (TTM): 31.17X Cap: $2.41T
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Q: Can you please comment on earnings? Would you add on the weakness (3,5% position currently?
Thanks
Karim from Montréal.

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Read Answer Asked by Karim on October 25, 2019

• Martello Technologies Group Inc. (MTLO $0.01)
  • $0.01 Cap: $5M
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Q: Any idea what is causing the move today? Thank-you.

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Read Answer Asked by Alex on October 24, 2019

• Salesforce Inc. (CRM $234.12)
  • $234.12 P/E (TTM): 33.01X Cap: $215.93B
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Q: What’s your long term view of CRM please?
Thank you ,
Rick

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Read Answer Asked by Richard on October 24, 2019

• GlobalSCAPE Inc. (GSB $9.48)
  • $9.48 P/E (TTM): 13.68X Cap: $178M
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Q: Three months ago a .20 EPS quarter sent GSB to the $14's. Today, a .19 EPS quarter sent GSB to the $9's. Sales are up from last year, Gross Margin is up from last year, Costs are coming down, EPS is up over last year. They have zero debt, $13M in the bank, excellent FCF and high insider ownership. I can't see a problem with this company at all. Is the drop a "sell on news" story. The stock can be volatile and is a small cap security. Is it buyable in your opinion at these levels?

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Read Answer Asked by WAYNE on October 24, 2019