Investment Q&A

• Ichor Holdings (ICHR $23.77)
  • $23.77 Cap: $775M
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Q: Hi Peter and Team,

Please comment on this US stock. What is forward PE and its growth potential in the hot industry?

Thanks,
Jim

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Read Answer Asked by Jim on June 08, 2017

• Oclaro Inc. (OCLR $8.26)
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Q: I am a new member. Does your service cover only Canadian equities?
I am up 20% in OCLR. Should I sell or hold?

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Read Answer Asked by Doug on June 08, 2017

• Autodesk Inc. (ADSK $276.02)
  • $276.02 P/E (TTM): 56.94X Cap: $58.63B
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• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 46.93X Cap: $4.49T
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Q: I've just read a Transparency Market Report on these three equities.( I already own NVDA and plan to hold.) Would you please give me your views on the other two? Might they have the same potential as NVDA? Thank you for already making me richer--just hoping for more.....

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Read Answer Asked by Elaine or Gerry on June 08, 2017

• Lumentum Holdings Inc. (LITE $351.42)
  • $351.42 P/E (TTM): 241.03X Cap: $24.69B
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Q: re: Question from js (relation between LITE and VIAVI share prices)
About 2 years ago, JDS Uniphase split into two: LITE (the spin-off) and VIAVI (the renamed "rump" of JDSU). VIAVI still owns a considerable number of shares of LITE, and so its balance sheet is directly correlated to the LITE share price.

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Read Answer Asked by Gregory on June 07, 2017

• Lumentum Holdings Inc. (LITE $351.42)
  • $351.42 P/E (TTM): 241.03X Cap: $24.69B
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Q: Can you please comment on LITE. I realize it is US company. Stock has been strong the past while and I don't see direct explanation for it. As well, it seems to move in tandem with VIAVI. Any insight would be appreciated. thank you

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Read Answer Asked on June 07, 2017

• Oclaro Inc. (OCLR $8.26)
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Q: Hi Team

Can you shed some light on the 10% plus jump in Oclaro this last 5 days?
I am looking forward to seeing Peter on BNN at 1pm today (Tuesday 6th)

Cheers for now

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Read Answer Asked by El-ann on June 06, 2017

• Open Text Corporation (OTEX $45.61)
  • $45.61 P/E (TTM): 16.92X Cap: $11.33B
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Q: Your comment on acquisition of covisiant for cash announced after market close.Thanks for u normal great views & services

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Read Answer Asked by Peter on June 06, 2017

• The Trade Desk Inc. (TTD $37.29)
  • $37.29 P/E (TTM): 44.43X Cap: $18.03B
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Q: Your opinion for this company ? Thank you

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Read Answer Asked by Kamal on June 05, 2017

• Appian Corporation (APPN $33.80)
  • $33.80 Cap: $2.55B
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Q: Appian has a successful IPO last week with a soaring stock price after the company debut. Past data indicates slow growth with increasing losses in the last quarter. Please kindly advise if it is a good candidate for investment? Thank you. Bill

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Read Answer Asked by Bill on June 05, 2017

• OSI Systems Inc. (OSIS $278.92)
  • $278.92 P/E (TTM): 31.11X Cap: $4.66B
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Q: Can I please get your opinion of OSI Systems.

Thanks

Dave

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Read Answer Asked by David on June 05, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 146.74X Cap: $303.77B
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Q: Greetings and happy Friday gentlemen,

If initiating a new position in shopify (I realise im a little late to the game), would a full position be ok, or would it be wiser to start with a half?
Kind regards,

Karim Rahim

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Read Answer Asked by Karim on June 05, 2017

• BlackBerry Limited (BB $5.34)
  • $5.34 Cap: $3.15B
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Q: I have never owned RIM or Blackberry. For years it has had ugly price movements and negative news. Today I quickly read a document from Citron Research which is surprisingly positive. I really like the idea of buying a stock that the "Wall-street shorts" like, since they've proven to be quite effective. It talks about its non-blackberry products and divisions and speculates that they are well-positioned to sell to the auto-industry. It mentions their acquisition of QNX, a microchip and operating systems company located in Ottawa last I checked. Can you read their article and tell us what you think of it?

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Read Answer Asked by Matt on June 03, 2017

• Teradyne Inc. (TER $217.26)
  • $217.26 P/E (TTM): 81.2X Cap: $34.02B
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Q: Came across this US co. It has been growing this
last year. Is debt level high? Any info is helpful.

Great service - thank you.

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Read Answer Asked by claudette on June 02, 2017

• Applied Materials Inc. (AMAT $301.18)
  • $301.18 P/E (TTM): 33.66X Cap: $223.32B
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Q: I'm thinking of adding AMAT to the US section of my portfolio that focuses primarily on growth, though dividends are also of interest. What do you think of AMAT prospects for the next few years? Thanks for your advice.

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Read Answer Asked by Roland on June 01, 2017

• Palo Alto Networks Inc. (PANW $189.02)
  • $189.02 P/E (TTM): 122.72X Cap: $132.98B
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• Check Point Software Technologies Ltd. (CHKP $192.67)
  • $192.67 Cap: $20.87B
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Q: Palo Alto Reported today, can you please provide your review of the quarter end.
Thanks in Advance

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Read Answer Asked by Rick on June 01, 2017

• Descartes Systems Group Inc. (The) (DSG $121.82)
  • $121.82 P/E (TTM): 50.84X Cap: $10.20B
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Q: could i please have your comments on earnings

thx

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Read Answer Asked by blake on May 31, 2017

• Orion Digital Corp Com (MOGO)
  • Cap: $35M
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Q: There are a number of private cloud based accounting companies like Wave and Quickbooks that seem to be growing quickly. Does the team have a Canadian stock(s) in this area other than MOGO that you would recommend.
Thanks Team. Chris

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Read Answer Asked by Chris on May 31, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 146.74X Cap: $303.77B
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Q: Hi team,
Could you comment on Shopify? How volatile will it for the next 12-24 months? How is the risk? thank you!

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Read Answer Asked by Issaku on May 30, 2017

• Meta Platforms Inc. (META $653.06)
  • $653.06 P/E (TTM): 28.73X Cap: $1.62T
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• Alphabet Inc. (GOOG $329.14)
  • $329.14 P/E (TTM): 31.83X Cap: $3.92T
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• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 46.93X Cap: $4.49T
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Q: Hello Peter
Do you think the AI is the next big thing ? If so which 3 companies you think will benefit the most and that you would recommend to invest.
Thanks
Claudio

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Read Answer Asked by claudio on May 30, 2017

• Sandvine Corporation (SVC $4.39)
  • $4.39 P/E (TTM): 47.7X
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Q: I have a small position in SVC. Given that you think SVC is unlikely to get a better offer, do you think its best to sell after the recent 22% gain, or hold on for another year or two?

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Read Answer Asked by Graeme on May 29, 2017