Investment Q&A

• Lam Research Corporation (LRCX $100.08)
  • $100.08 P/E (TTM): 23.71X Cap: $126.66B
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Q: Can I have your thoughts on the semiconductor industry at present? Is it late in the cycle or plenty of growth ahead in the next year or two? Thank you as always.

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Read Answer Asked by Doug on May 26, 2017

• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
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• TECSYS Inc. (TCS $37.17)
  • $37.17 P/E (TTM): 205.56X Cap: $551M
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Q: Your thoughts. Is kinaskis a competitor. Thanks

Kevin

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Read Answer Asked by Kevin on May 25, 2017

• INVESCO QQQ Trust (QQQ $571.97)
  • $571.97 P/E (TTM): 59.46X Cap: $368.43B
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• Technology Select Sector SPDR ETF (XLK $262.42)
  • $262.42 P/E (TTM): 94.08X Cap: $83.80B
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Q: Could you recommend a U.S. Technology ETF? Thanks.

Ray

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Read Answer Asked by Raymond on May 24, 2017

• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
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Q: Hi. What are your thoughts on KXS given the recent price appreciation? Would you still hang onto it?

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Read Answer Asked by Trevor on May 24, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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Q: Follow up question to SHOP share offering. Can shop sell this into the market at what ever frequency they want over the next year, or does it have to be larger block trades? How is the sale of the shares communicated to shareholders?

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Read Answer Asked by Darcy on May 19, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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Q: Hi, The secondary has been priced @US$91. Following is the stated purpose:

"Shopify expects to use the net proceeds from the Offering to strengthen its balance sheet, providing flexibility to fund its growth strategies. Pending their use, Shopify intends to invest the net proceeds from the Offering in short-term, investment-grade, interest-bearing instruments or hold them as cash."

Any comments ? Thanks

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Read Answer Asked by rajeev on May 19, 2017

• NexOptic Technology Corp. (NXO $0.01)
  • $0.01 Cap: $1M
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Q: Congrats Ryan! Well deserved.
This company seems to be on a roll.Could you give me some insight.
Is it a buy right now for long term?
thanks Kim

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Read Answer Asked by Kim on May 18, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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Q: Hi Team,

Following up on my question about SHOP's shelf offering, any further comments on their Offering of 5.5M Class A Subordinate Voting Shares today?

https://investors.shopify.com/Investor-News-Details/2017/Shopify-Launches-Offering-of-Class-A-Subordinate-Voting-Shares/default.aspx

Thank you. Michael

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Read Answer Asked by Michael on May 18, 2017

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $134.08)
  • $134.08 P/E (TTM): 17.41X Cap: $30.08B
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• BlackBerry Limited (BB $5.19)
  • $5.19 Cap: $3.09B
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• Open Text Corporation (OTEX $45.15)
  • $45.15 P/E (TTM): 13.15X Cap: $11.48B
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Q: more attractive tech stocks

are OTEX and GIB.A more attractive for 3-5 year hold {US$} than BB , or possibly another suggestion - please explain preference -thanks

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Read Answer Asked by don on May 18, 2017

• Open Text Corporation (OTEX $45.15)
  • $45.15 P/E (TTM): 13.15X Cap: $11.48B
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Q: Open Text is very cheap, even before it dropped on recent earnings- Why?
Does the street not have much of a positive opinion on them?
Thanks

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Read Answer Asked by Pat on May 18, 2017

• BlackBerry Limited (BB $5.19)
  • $5.19 Cap: $3.09B
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Q: BB is looking beautiful again or do you see it like that?
Thanks for all the information.
Helen

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Read Answer Asked by Helen on May 17, 2017

• Open Text Corporation (OTEX $45.15)
  • $45.15 P/E (TTM): 13.15X Cap: $11.48B
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Q: greetings,

So open text has missed expectations and is down significantly. Is the earnings miss their usual miss that happens regularly with this company or is more going on here. I have usually bought this stock on the dips but the miss was more that just a minor miss this time. Your thoughts.

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Read Answer Asked by kelly on May 16, 2017

• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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• Descartes Systems Group Inc. (The) (DSG $140.22)
  • $140.22 P/E (TTM): 60.27X Cap: $12.02B
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• Enghouse Systems Limited (ENGH $22.78)
  • $22.78 P/E (TTM): 15.78X Cap: $1.25B
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• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
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• Open Text Corporation (OTEX $45.15)
  • $45.15 P/E (TTM): 13.15X Cap: $11.48B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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• Altus Group Limited (AIF $61.57)
  • $61.57 P/E (TTM): 7.0X Cap: $2.65B
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Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my technology sector (17% weighting). Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio. Thank you and great job.

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Read Answer Asked by Terry on May 16, 2017

• ROBO Global Robotics and Automation Index ETF (ROBO $64.10)
  • $64.10 P/E (TTM): 21.38X Cap: $1.10B
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Q: Hi Team,
Could you please rank from "best to worst" which account to hold Robo Global Robotics & Automation ETF (ROBO) - my choices are $US cash, $US RRSP, and $US TFSA. Thank you. Michael

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Read Answer Asked by Michael on May 15, 2017

• Illumina Inc. (ILMN $101.80)
  • $101.80 P/E (TTM): 12.76X Cap: $15.64B
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• Palo Alto Networks Inc. (PANW $185.88)
  • $185.88 P/E (TTM): 104.75X Cap: $123.94B
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• Check Point Software Technologies Ltd. (CHKP $190.42)
  • $190.42 Cap: $20.63B
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Q: Do you have any suggestions or companies on your radar that are in the cybersecuriy and the geonomics space

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Read Answer Asked by Nick on May 15, 2017

• INVESCO QQQ Trust (QQQ $571.97)
  • $571.97 P/E (TTM): 59.46X Cap: $368.43B
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Q: Which of the above ETFs would you recommend that gives good exposure to tech sector that has growth and reasonable dividends.
THX

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Read Answer Asked by Raj on May 15, 2017

• Sierra Wireless Inc. (SW $40.99)
  • $40.99 Cap: $1.60B
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• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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Q: what are the top 5 companies focusing on "the- internet - of things" ?

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Read Answer Asked by don on May 15, 2017

• NVIDIA Corporation (NVDA $177.99)
  • $177.99 P/E (TTM): 56.45X Cap: $4.34T
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Q: So I sold my nvda under $100 because there was so much talk of it being overvalued. Now it is flying like a rocket. Debating if I should get back in. Is the rocket flying of nvda justified or it will come crashing down just as fast?

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Read Answer Asked by Helen on May 11, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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Q: Hi Team,
I believe the short interest in Shopify is now about 4.77% of the US float. Do you have any guidance on when the short interest can become large enough that the stock could become the victim of a short attack? I also know that SHOP has a fair bit of cash on hand and no debt, which may help protect it. Any thoughts you have about how a short interest in SHOP, or more generally any company, might become debilitating for a stock's price would be appreciated.
Thank you, Michael

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Read Answer Asked by Michael on May 11, 2017

• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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Q: Your comments please on ITC's earnings report.
Thank you

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Read Answer Asked by Silvia on May 10, 2017