Investment Q&A

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.71)
  • $16.71 Cap: $2.33B
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Q: Hi, several analysts started coverage of Lightspeed, yesterday with most price targets in the range of $25-$26 and Buy/Outperform ratings. Thank you for your analysis, in advance, during past 3 weeks. I have taken a small 1% position. The 1st set of earnings is not expected until May. Do you feel comfortable to build up the holding to 2% at current price, or it's prudent to wait until results ? Thanks

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Read Answer Asked by rajeev on April 03, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.51)
  • $193.51 P/E (TTM): 77.53X Cap: $255.35B
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Q: Hi 5i, Shopify seems to have a lot of competition entering the space with Instagram and Square's announcements, and now Microsoft. Would you suggest trimming back on this name at this point if its at a 5% weighting? Thanks.

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Read Answer Asked by Mark on April 02, 2019

• BlackBerry Limited (BB $5.17)
  • $5.17 Cap: $3.09B
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Q: Any thoughts on BB volume. Mid month and end of month had big volume swings with the latest price jump?

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Read Answer Asked by Mark on April 01, 2019

• BlackBerry Limited (BB $5.17)
  • $5.17 Cap: $3.09B
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Q: Blackberry is making the news in a positive way it seems. With all the hype about security and "the cloud" maybe it is worth a look. What are your thoughts?

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

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.51)
  • $193.51 P/E (TTM): 77.53X Cap: $255.35B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.71)
  • $16.71 Cap: $2.33B
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Q: Hi 5i,

Who are competitors to Lightspeed and do they have any competitive advantage over them?

Thanks
Mike

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Read Answer Asked by mike on April 01, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.71)
  • $16.71 Cap: $2.33B
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Q: Do you know when Lightspeed will report it's quarterly results. Thanks

Kenn

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Read Answer Asked by Kenneth on April 01, 2019

• BlackBerry Limited (BB $5.17)
  • $5.17 Cap: $3.09B
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• The Trade Desk Inc. (TTD $52.45)
  • $52.45 P/E (TTM): 63.01X Cap: $26.01B
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• Rapid7 Inc. (RPD $20.37)
  • $20.37 P/E (TTM): 47.9X Cap: $1.34B
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Q: Which of the three do you have more confidence in for growth , for a long term investment.
Can you compare the current valuations. Realizing they are expensive.

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Read Answer Asked by Andrew on March 29, 2019

• Applied Materials Inc. (AMAT $161.61)
  • $161.61 P/E (TTM): 19.45X Cap: $129.44B
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• NVIDIA Corporation (NVDA $178.96)
  • $178.96 P/E (TTM): 56.45X Cap: $4.34T
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Q: Hi Team,
I have held AMAT for just over a year now and am currently down by about 20%. I am thinking of switching from AMAT to NVDA and would like to get your thoughts on this intended move.
Thanks,

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Read Answer Asked by Harry on March 29, 2019

• BlackBerry Limited (BB $5.17)
  • $5.17 Cap: $3.09B
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Q: Comments on todays earnings and future outlook. Earnings appeared to beat across the board. Would it make your recommendation list or is caution still needed here?

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Read Answer Asked on March 29, 2019

• BlackBerry Limited (BB $5.17)
  • $5.17 Cap: $3.09B
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Q: Please comment on earnings. Looks like a beat? Has outlook improved?

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Read Answer Asked by gord on March 29, 2019

• Alphabet Inc. (GOOG $209.16)
  • $209.16 P/E (TTM): 21.34X Cap: $2.50T
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Q: Thank you.Why is dropping down last few days
Ebrahim

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Read Answer Asked by ebrahim on March 29, 2019

• STMicroelectronics N.V. (STM $27.47)
  • $27.47 P/E (TTM): 15.59X Cap: $24.71B
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Q: STMicroelectronics has been getting crushed recently, down much more than the semiconductor index. I am wondering if there is any reason. This company is touted by several US research companies as a top pick in the Internet of Things sector.

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Read Answer Asked by ROB on March 29, 2019

• Cloudera Inc. (CLDR $15.99)
  • $15.99 Cap: $4.73B
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Q: very curious about this company- what do u think?

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Read Answer Asked by Jarrod on March 29, 2019

• Descartes Systems Group Inc. (The) (DSG $139.58)
  • $139.58 P/E (TTM): 60.27X Cap: $12.02B
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• Enghouse Systems Limited (ENGH $22.60)
  • $22.60 P/E (TTM): 15.78X Cap: $1.25B
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• Open Text Corporation (OTEX $44.87)
  • $44.87 P/E (TTM): 13.15X Cap: $11.48B
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Q: Hi 5i:

I have a full position in KXS. Looking to add one of the above as a full position. Which one would you recommend and why?

Thanks,

Docsinc

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Read Answer Asked by Tom on March 28, 2019

• Defiance Next Gen Connectivity ETF (FIVG)
  • P/E (TTM): 30.91X Cap: $633M
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Q: Could I have your thoughts on the ETF, FIVG, and is there something similar in Canada?

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Read Answer Asked by Grant on March 28, 2019

• Keysight Technologies Inc. (KEYS $165.71)
  • $165.71 P/E (TTM): 37.61X Cap: $28.71B
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Q: can you give us your thoughts on KEYS as related to 5G and its position in the supply chain and growth prospects? Thanks as ever

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Read Answer Asked by michael on March 27, 2019

• Infinera Corporation (INFN)
  • Cap: $1.57B
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Q: i would like to know you idea about buying the stock of Infinera (INFN:US), as the price has continuously dropped recently, do you think if it is a good point to jump in or not.

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Read Answer Asked by john on March 27, 2019

• The Trade Desk Inc. (TTD $52.45)
  • $52.45 P/E (TTM): 63.01X Cap: $26.01B
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Q: Hi team,
TTD 's 12% drop in the last few days are regular profit taking? or something we should be concerned about?
Thanks!

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Read Answer Asked by Issaku on March 26, 2019

• The Trade Desk Inc. (TTD $52.45)
  • $52.45 P/E (TTM): 63.01X Cap: $26.01B
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Q: TTD has been taking a tumble. Any idea why?

Thanks, Peter

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Read Answer Asked by Peter on March 26, 2019

• Amplify Cybersecurity ETF (HACK $82.90)
  • $82.90 P/E (TTM): 110.28X Cap: $2.26B
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• ROBO Global Robotics and Automation Index ETF (ROBO $63.94)
  • $63.94 P/E (TTM): 21.38X Cap: $1.10B
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• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $72.35)
  • $72.35 P/E (TTM): 4.1X Cap: $10.37B
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• GLOBAL X FDS (BOTZ $33.91)
  • $33.91 P/E (TTM): 47.28X Cap: $2.86B
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Q: Good afternoon, could you please suggest ETFs that would cover the fields of artificial intelligence and for cybersecurity? I’m guessing these will be mostly for US companies? Thanks

Al

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Read Answer Asked by alex on March 25, 2019