Investment Q&A

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
  • $15.46 Cap: $2.26B
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Q: Hi,
If you were to purchase one. Which one and why? I already own SHOP, a smaller position in the FINX and V.
Thanks,
Kerri

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Read Answer Asked by KERRI on June 03, 2019

• Paychex Inc. (PAYX $125.55)
  • $125.55 P/E (TTM): 28.38X Cap: $45.06B
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• Ceridian HCM Holding Inc. (CDAY)
  • P/E (TTM): 35.43X Cap: $14.57B
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Q: Which would you consider the better investment? Ceridian or Paychex? Which would have the better economic moat and future growth potential in your opinion?

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Read Answer Asked by Liam on June 03, 2019

• LeoNovus Inc. (LTV $0.04)
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Q: Can you please comment on LTV's current quarter. I have a small, speculative investment in the company and am wondering if they still have a chance to prove their technology or if their mounting losses will see their financial runway runout before they can become viable.

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Read Answer Asked by Scott on June 03, 2019

• Twilio Inc. Class A (TWLO $107.12)
  • $107.12 P/E (TTM): 1140.5X Cap: $17.48B
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Q: I have been waiting for a chance to buy this on a dip, would you buy here? What are your current thoughts on this stock?

Thanks!

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Read Answer Asked by David on June 03, 2019

• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
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Q: Could you please give me your opinion on Converge Technology including its fundamentals, insider ownership, and growth potential. Thank you

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Read Answer Asked by Rob on June 03, 2019

• Microsoft Corporation (MSFT $510.96)
  • $510.96 P/E (TTM): 38.48X Cap: $3.88T
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Q: Bought at $127.00. Your your thoughts on holding during this uncertainity in market.

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Read Answer Asked by kenneth on June 03, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 94.38X Cap: $298.69B
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Q: Shopify has continued to record new highs almost every week. Do you think the fundamentals and growth potential support this or is it moving because it is a very popular stock. I have sold half my position and am wondering if it is time to sell the rest. Thank you.

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Read Answer Asked by Rob on June 03, 2019

• Keysight Technologies Inc. (KEYS $159.49)
  • $159.49 P/E (TTM): 54.66X Cap: $29.40B
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Q: Hi team,

Could you tell us why the 10% jump today ?

Thanks!

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Read Answer Asked by Issaku on May 31, 2019

• 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): 54.66X Cap: $29.40B
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Q: Which companies would your preferred 2 or 3 ways to play 5G? Thanks for your service.

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Read Answer Asked by Michael on May 30, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
  • $15.46 Cap: $2.26B
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Q: Hi, could you please provide street estimates for Lightspeed . Thanks

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Read Answer Asked by rajeev on May 30, 2019

• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 26.17X Cap: $2.92T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 94.38X Cap: $298.69B
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Q: Would you suggest trading GOOG for SHOP for a long term hold?

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Read Answer Asked by Lyle on May 29, 2019

• Verizon Communications Inc. (VZ $39.85)
  • $39.85 P/E (TTM): 9.63X Cap: $172.15B
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• Rapid7 Inc. (RPD $18.62)
  • $18.62 P/E (TTM): 43.9X Cap: $1.25B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: I would like to buy two of these. How would you rank them in terms of growth and volatility?
If one is going in a TFSA and the other in a RIFF which is the best RIFF choice?
Thanks for your valuable advice.

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Read Answer Asked by Ron on May 29, 2019

• Sangoma Technologies Corporation (STC $6.81)
  • $6.81 Cap: $230M
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Q: Would appreciate your analysis of their Q3 earnings that were released after close yesterday. At first glance, they look to be pretty solid.
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For the third quarter of fiscal 2019, sales were $28.92 million, 78% higher than in the same quarter last year and the seventeenth quarter in a row in which sales have grown from the prior year. For the first time, services revenue exceeded $10 million, continuing to grow in both absolute and relative terms.

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Read Answer Asked by karl on May 28, 2019

• Amazon.com Inc. (AMZN $216.37)
  • $216.37 P/E (TTM): 34.33X Cap: $2.42T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 94.38X Cap: $298.69B
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Q: I’m certainly not complaining but Shopify has be so strong this year, can you provide any insight? Do you see this momentum continuing? Amazon seems now to be limiting the number of smaller sized vendors, is this a big plus for Shop?
Thank you

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Read Answer Asked by Marty on May 28, 2019

• 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): 53.88X Cap: $4.67T
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• GLOBAL X FDS (BOTZ $35.65)
  • $35.65 P/E (TTM): 53.8X Cap: $3.14B
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Q: Good morning
Which would be the best company in AI to invest in ???

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Read Answer Asked by Gaven on May 28, 2019

Q: just to follow up on my paysign question. would you buy paysign ahead of square.
just a comment, there have been a number of mergers in the payment space with i think another one tomorrow.
also i wonder why no one has stepped up and bought square, big u.s bank etc.
dave

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Read Answer Asked by david on May 27, 2019

• Applied Materials Inc. (AMAT $209.95)
  • $209.95 P/E (TTM): 25.92X Cap: $175.50B
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• Micron Technology Inc. (MU $181.60)
  • $181.60 P/E (TTM): 35.29X Cap: $215.88B
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• Cognex Corporation (CGNX $40.78)
  • $40.78 P/E (TTM): 64.93X Cap: $7.81B
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Q: Which one of these 3 technology companies would you pick (for a 3-5 year hold) and why

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Read Answer Asked by Sandy on May 27, 2019

• Vitalhub Corp. (VHI $10.87)
  • $10.87 P/E (TTM): 134.24X Cap: $609M
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Q: Can I get your opinion on the latest quarter. Thanks!

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Read Answer Asked by Donald on May 27, 2019

Q: why do you like paysign and would you buy it at this price, dave

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Read Answer Asked by david on May 27, 2019

• Sylogist Ltd. (SYZ $5.48)
  • $5.48 Cap: $138M
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Q: What is your assessment of SYZ? Last earnings were a little light. What does your crystal ball see for the company? It's backed off 10% or so and now has been stuck in a range for a long time.

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Read Answer Asked on May 24, 2019