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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Q: At what stage do you think the pull back becomes overdone? Curious to know how far you think it will keep going down, to the extent anyone can say, and when it looks like a good buy? Thanks.

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Read Answer Asked by Jason on July 31, 2018

• 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: Any reason why Shopify has sold off recently? It is my largest holding in a well diversified portfolio. I am not risk adverse but what in your opinion would be a maximum percentage holding for this stock.

Thanks

Peter

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Read Answer Asked by Peter on July 30, 2018

• Keysight Technologies Inc. (KEYS $195.46)
  • $195.46 P/E (TTM): 54.83X Cap: $30.53B
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Q: What stock is most likely to reward investors who want to take advantage of the new 5g technology?

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Read Answer Asked by Victoria on July 30, 2018

• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
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• Box Inc. Class A (BOX $30.00)
  • $30.00 P/E (TTM): 24.44X Cap: $4.35B
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• Cognex Corporation (CGNX $37.76)
  • $37.76 P/E (TTM): 56.75X Cap: $6.22B
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Q: I am down 25% on CGNX. Would you recommend holding or replacing with something with a better 24 month outlook? Recommendations?

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Read Answer Asked by Chris on July 30, 2018

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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Q: FLIR reported the other day and the stock popped nicely after suffering a sell off prior. In trading on Friday it barely budged (very reassuring). What did you think of the quarter and its go forward outlook?

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Read Answer Asked by Gerald on July 30, 2018

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $171.83)
  • $171.83 P/E (TTM): 35.03X Cap: $2.75B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.86)
  • $61.86 P/E (TTM): 35.55X Cap: $4.12B
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• Invesco NASDAQ 100 Index ETF (QQC $41.94)
  • $41.94 P/E (TTM): 34.43X Cap: $1.32B
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Q: My portfolio lacks a serious commitment to technology although it is reasonably well balanced across the remaining sectors emphasizing a conservative income approach. To address the tech sector, I thought I would start easy, as it were, by investing in either ZQQ or XQQ. For an investor in his mid seventies, with a low comfort level in most things tech, that would appear to me to be the way to go. Appreciate your view.
Thank you.
Geoff

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Read Answer Asked by Geoffrey on July 30, 2018

• Rapid7 Inc. (RPD $15.33)
  • $15.33 P/E (TTM): 40.57X Cap: $1B
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Q: Any reason or news for the big drop in RPD. Thanks.

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Read Answer Asked by Bruce on July 27, 2018

• Constellation Software Inc. (CSU $3,396.27)
  • $3,396.27 P/E (TTM): 74.74X Cap: $71.69B
  • View CSU Profile
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Q: Can you state Constellation Software's cash and debt levels and compare it with the previous year's comparable quarter cash and debt levels?

Thanks.

John

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Read Answer Asked by john on July 27, 2018

• Broadcom Inc. (AVGO $385.03)
  • $385.03 P/E (TTM): 86.79X Cap: $1.78T
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• QUALCOMM Incorporated (QCOM $163.30)
  • $163.30 P/E (TTM): 32.59X Cap: $174.89B
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Q: read 2 awesome articles on this website https://thestockboys.com/blog/ about qualcomm and another about Broadcom. made me interested in both at these levels, but only have room in my portfolio for one in that type of space. I know your more Canadian focused, but which one of these 2 would you prefer?

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Read Answer Asked by neil on July 27, 2018

• Enghouse Systems Limited (ENGH $20.13)
  • $20.13 P/E (TTM): 14.8X Cap: $1.10B
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• Open Text Corporation (OTEX $47.62)
  • $47.62 P/E (TTM): 17.42X Cap: $12B
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Q: At current prices, which is the better IT company to buy for medium term hold in a non-registered account?

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Read Answer Asked by EDWARD on July 27, 2018

• Amazon.com Inc. (AMZN $229.67)
  • $229.67 P/E (TTM): 31.17X Cap: $2.41T
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• Amphenol Corporation (APH $137.81)
  • $137.81 P/E (TTM): 43.87X Cap: $168.68B
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• Atlassian Corporation (TEAM $149.04)
  • $149.04 Cap: $38.53B
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Q: Please comment on the earning release of these companies.
Thanks a lot

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Read Answer Asked by Lai Kuen on July 27, 2018

• Fintech Select Ltd. (FTEC $0.03)
  • $0.03 Cap: $2M
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Q: Can you give me your opinion on FTEC. I'd appreciate your long term (5year) outlook and price range. Thank you

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Read Answer Asked by Doris on July 27, 2018

• Constellation Software Inc. (CSU $3,396.27)
  • $3,396.27 P/E (TTM): 74.74X Cap: $71.69B
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Q: Hi there, if the quarterly results of CSU causes a drop in the share price tomorrow, would you consider this a good opportunity to add to the position?

Thanks!

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Read Answer Asked by Michael on July 27, 2018

• Ichor Holdings (ICHR $16.21)
  • $16.21 Cap: $526M
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Q: Anything wrong with ICHR. Short interest keep going up. Are they still buying back shares? It is down 30% since June 1st.

Thanks,

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Read Answer Asked by Stephane on July 26, 2018

• Sierra Wireless Inc. (SW $40.99)
  • $40.99 Cap: $1.60B
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Q: Hi Team,
I have small position (0.4%) on SW and down 17%.
Your thought on SW is highly appreciated !
Thanks as always,
Tak

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Read Answer Asked by Tak on July 26, 2018

• Celestica Inc. (CLS $462.57)
  • $462.57 P/E (TTM): 46.74X Cap: $52.23B
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• Enghouse Systems Limited (ENGH $20.13)
  • $20.13 P/E (TTM): 14.8X Cap: $1.10B
  • View ENGH Profile
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Q: I am down 12% on CLS. Would a move from this company to ENGH be a good long term move?

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Read Answer Asked by Greg on July 26, 2018

• MKS Inc. (MKSI $149.00)
  • $149.00 P/E (TTM): 34.87X Cap: $10.07B
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Q: Hi,
Could you please comment on the recent results. Do you still like the company?
Thanks
Luke

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Read Answer Asked by luke on July 25, 2018

• Applied Materials Inc. (AMAT $242.46)
  • $242.46 P/E (TTM): 26.7X Cap: $183.95B
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• NVIDIA Corporation (NVDA $177.82)
  • $177.82 P/E (TTM): 50.96X Cap: $4.43T
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Q: Hi Team,
I am contemplating of switching my full position in AMAT to NVDA and would like to have your thoughts on this intended move.
Thanks,

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Read Answer Asked by Harry on July 25, 2018

• Horizons Robotics and Automation Index ETF (ROBO)
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Q: You suggested ROBO as an option re US & global technologies. Could you provide further info on this ETF and your outlook?
Thank you.

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Read Answer Asked by Dana on July 24, 2018

• Palo Alto Networks Inc. (PANW $186.27)
  • $186.27 P/E (TTM): 115.76X Cap: $128.17B
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Q: Hello,
What are your thoughts on a full position PANW for long term at current levels and on the upcoming SONOS IPO. Thanks.

Shyam

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Read Answer Asked by Shyam on July 24, 2018