Investment Q&A

Q: Hello team, I am considering taking a position in the 5G evolution. I can't decide between telecoms or wireless equipment mfg. What are your thoughts for highest growth? And can you recommend a few stocks ?
Thanks for your help,
Carlo

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Read Answer Asked by Carlo on January 20, 2020

• Open Text Corporation (OTEX $34.78)
  • $34.78 P/E (TTM): 13.39X Cap: $8.76B
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Q: Between Otex and Dsg which one you like better and why for long term hold?

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Read Answer Asked by Hue on January 20, 2020

• Salesforce Inc. (CRM $212.29)
  • $212.29 P/E (TTM): 28.58X Cap: $198.91B
  • View CRM Profile
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• Atlassian Corporation (TEAM $118.18)
  • $118.18 Cap: $31.10B
  • View TEAM Profile
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• Okta Inc. (OKTA $84.48)
  • $84.48 P/E (TTM): 84.01X Cap: $14.97B
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• Zuora Inc. Class A (ZUO)
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Q: I work for a fintech company and we use the services of the above company. Thoughts on them as a group? want to add these as they fit buy what you know thinking

thanks
sal

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Read Answer Asked by Sal on January 20, 2020

• QUALCOMM Incorporated (QCOM $151.59)
  • $151.59 P/E (TTM): 30.38X Cap: $161.90B
  • View QCOM Profile
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• Keysight Technologies Inc. (KEYS $216.33)
  • $216.33 P/E (TTM): 45.04X Cap: $37.10B
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Q: Are there any north american companies that are selling 5G, worth investing in.

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Read Answer Asked by nick on January 20, 2020

• Pembina Pipeline Corporation (PPL $56.58)
  • $56.58 P/E (TTM): 19.85X Cap: $32.87B
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Q: Is PPL good value at this time?

Also, in your opinion, which specific companies will benefit most from the impending shift from gas to electric powered vehicles (that is, companies that will be tasked with building the infrastructure such as commercial and residential charging stations, etc.)?

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Read Answer Asked by Chris on January 20, 2020

• Broadcom Inc. (AVGO $331.30)
  • $331.30 P/E (TTM): 69.63X Cap: $1.57T
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• QUALCOMM Incorporated (QCOM $151.59)
  • $151.59 P/E (TTM): 30.38X Cap: $161.90B
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• Advanced Micro Devices Inc. (AMD $236.73)
  • $236.73 P/E (TTM): 124.23X Cap: $385.40B
  • View AMD Profile
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Q: I hold NVDA and I am looking to buy another US semi. I am medium risk tolerant, looking for capital appreciation and no need for dividends. 2 or 3 suggestions please with reasons.
Thanks, Tim.

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Read Answer Asked by tim on January 20, 2020

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $174.56)
  • $174.56 P/E (TTM): 29.49X Cap: $2.79B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $62.90)
  • $62.90 P/E (TTM): 30.32X Cap: $4.24B
  • View XQQ Profile
  • View Questions on XQQ
• Global X Nasdaq-100 Index Corporate Class ETF (HXQ $99.95)
  • $99.95 P/E (TTM): 33.18X Cap: $1.35B
  • View HXQ Profile
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Q: What is your favourite Canadian listed etf for exposure to US technology?

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Read Answer Asked by Marie on January 16, 2020

• Universal Display Corporation (OLED $114.82)
  • $114.82 P/E (TTM): 25.22X Cap: $5.45B
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Q: Hi folks,
The last question you've received on this company is almost a year old. What's your latest take on this baby. Thank you for all you do for your membership.
Andy

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Read Answer Asked by Andrew on January 16, 2020

Q: Hi Team
What are your top picks for 5G technology stocks

Thanks Mike B

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Read Answer Asked by Mike on January 16, 2020

• Constellation Software Inc. (CSU $2,512.96)
  • $2,512.96 P/E (TTM): 58.39X Cap: $53.25B
  • View CSU Profile
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• Kinaxis Inc. (KXS $137.50)
  • $137.50 P/E (TTM): 84.05X Cap: $3.85B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Open Text Corporation (OTEX $34.78)
  • $34.78 P/E (TTM): 13.39X Cap: $8.76B
  • View OTEX Profile
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $14.70)
  • $14.70 Cap: $1.99B
  • View LSPD Profile
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  • View Reports on LSPD

Q: Hi, using your analytical tool, it's telling me I'm still somewhat light on my tech sector. I hold a full position in CSU (and have done very well), and have half positions in OTEX and KXS (up reasonably well) and a quarter position in LSPD (flat).

What would you add to to bring my overall sector weighting up? I"m a middle of the road investor.

Thanks,
Robert

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Read Answer Asked by Robert on January 16, 2020

• Lumentum Holdings Inc. (LITE $391.84)
  • $391.84 P/E (TTM): 234.01X Cap: $27.78B
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Q: Any news why LITE is down today? What's your take on the company - sell, hold or buy?

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Read Answer Asked on January 15, 2020

• New Relic Inc. (NEWR $86.99)
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Q: Hi Everyone! Me again. I have a small holding of New Relic in my TFSA, and would like to swap it for another tech stock with better growth prospect for a long term hold. Any suggestions? Thank you, Tamara

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Read Answer Asked by Tamara on January 15, 2020

• Real Matters Inc. (REAL $6.22)
  • $6.22 Cap: $461M
  • View REAL Profile
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• Docebo Inc. (DCBO $26.63)
  • $26.63 P/E (TTM): 25.38X Cap: $765M
  • View DCBO Profile
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Q: What is your thought about this company.
I am looking to add a small position into my speculative investments of IPO, did well with FB, Visa, badly with UBER , pretty good with LSPD. Thanks!

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Read Answer Asked by Nhung on January 15, 2020

• Dynatrace Inc. (DT $38.09)
  • $38.09 P/E (TTM): 22.75X Cap: $12.25B
  • View DT Profile
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Q: Good morning and thank you for your service. Can I get your opinion on Dynatrace.?

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Read Answer Asked by Kevin on January 15, 2020

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
  • View PHO Profile
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Q: Is PHO and the semiconductor space taking off again after the last few years of declines? Is PHO a biuy again?

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Read Answer Asked by Adam on January 15, 2020

• Recon Capital NASDAQ-100 Covered Call ETF (QYLD $17.79)
  • $17.79 P/E (TTM): 29.68X Cap: $8.32B
  • View QYLD Profile
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Q: Greetings and Happy New Year,

What are your thoughts on QYLD? The yield is nice but has it underperformed its benchmark overall?

Cheers!

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Read Answer Asked by Duane on January 15, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT $66.37)
  • $66.37 P/E (TTM): 57.34X Cap: $670M
  • View XIT Profile
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• INVESCO QQQ Trust (QQQ $621.87)
  • $621.87 P/E (TTM): 30.22X Cap: $409.43B
  • View QQQ Profile
  • View Questions on QQQ
• Recon Capital NASDAQ-100 Covered Call ETF (QYLD $17.79)
  • $17.79 P/E (TTM): 29.68X Cap: $8.32B
  • View QYLD Profile
  • View Questions on QYLD
• TD Global Technology Leaders Index ETF (TEC $52.31)
  • $52.31 P/E (TTM): 31.1X Cap: $3.39B
  • View TEC Profile
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Q: I HAVE VERY LITTLE EXPOSER TO TECH AND I WOULD LIKE YOUR OPINION AS TO WHICH IS A BETTER BUY AND WHY. THANKS, JAMES

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Read Answer Asked by JAMES on January 14, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $178.67)
  • $178.67 P/E (TTM): 103.8X Cap: $232.49B
  • View SHOP Profile
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• Roku Inc. (ROKU $95.20)
  • $95.20 Cap: $14.06B
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Q: I am now over 7% with SHOP, thinking of trimming back to 4% or so (not the first time I have trimmed back, thanks 5I!) and buying more ROKU to which I am currently at 2.5%. I am heavy in tech and a little low in communication as is although I am not too concerned with the sector balance at this point. I also do not mind holding to 8%

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Read Answer Asked by Scott on January 14, 2020

• Intuitive Surgical Inc. (ISRG $504.22)
  • $504.22 P/E (TTM): 67.05X Cap: $178.74B
  • View ISRG Profile
  • View Questions on ISRG
• Salesforce Inc. (CRM $212.29)
  • $212.29 P/E (TTM): 28.58X Cap: $198.91B
  • View CRM Profile
  • View Questions on CRM
• The Trade Desk Inc. (TTD $30.33)
  • $30.33 P/E (TTM): 35.92X Cap: $14.66B
  • View TTD Profile
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• Zendesk Inc. (ZEN)
  • View ZEN Profile
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• Etsy Inc. (ETSY $52.96)
  • $52.96 P/E (TTM): 39.25X Cap: $5.22B
  • View ETSY Profile
  • View Questions on ETSY
• Teladoc Health Inc. (TDOC $5.45)
  • $5.45 Cap: $967M
  • View TDOC Profile
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• Stitch Fix Inc. (SFIX $4.80)
  • $4.80 Cap: $644M
  • View SFIX Profile
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• Insulet Corporation (PODD $255.81)
  • $255.81 P/E (TTM): 74.16X Cap: $17.99B
  • View PODD Profile
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Q: Which of these US stocks do you feel have the best growth outlook when you review their management and potential? ISRG, FRPT, PODD, ETSY, TDOC, CRM, ZEN, SFIX, TTD.
Please rank in order of best to worst for a 5-10 year+ investment. Thanks!!

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Read Answer Asked by Andrew on January 14, 2020

• Descartes Systems Group Inc. (The) (DSG $101.69)
  • $101.69 P/E (TTM): 43.4X Cap: $8.74B
  • View DSG Profile
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Q: I currently have a full position in CSU plus half positions in KXS, ENGH and HXQ. I note that on several equations you have recommended DSG as a core holding. My question is, if I buy DSG will I get diversification from my other tech holdings?

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Read Answer Asked by Dennis on January 14, 2020