Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $93.35)
  • $93.35 P/E (TTM): 12.47X Cap: $19.73B
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• Constellation Software Inc. (CSU $2,571.61)
  • $2,571.61 P/E (TTM): 76.57X Cap: $54.49B
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• Descartes Systems Group Inc. (The) (DSG $98.92)
  • $98.92 P/E (TTM): 40.73X Cap: $8.49B
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• Enghouse Systems Limited (ENGH $17.94)
  • $17.94 P/E (TTM): 14.25X Cap: $977M
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• Kinaxis Inc. (KXS $158.73)
  • $158.73 P/E (TTM): 45.11X Cap: $4.38B
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• Thomson Reuters Corporation (TRI $126.94)
  • $126.94 P/E (TTM): 27.62X Cap: $55.36B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.68)
  • $150.68 P/E (TTM): 118.54X Cap: $196.50B
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Q: Hi Peter, the results for ENGH look a bit soft. Can you provide your opinion on the results and if you think it would be a value buy now with the dividend. Thanks

Upvote 8

Read Answer Asked by Frank on June 06, 2025

• Palantir Technologies Inc. (PLTR $137.80)
  • $137.80 P/E (TTM): 217.54X Cap: $330.34B
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Q: Up 550 percent on my position. Have already trimmed once.

'Analyst' outlooks vary from a 75 percent drop to 'the ride up is just beginning'.

What is your best assessment of this stock? What would you do?

I have major fomo. Maybe a partial trailing stop loss? Thanks

Upvote 7

Read Answer Asked by Charles on June 06, 2025

• Cerence Inc. (CRNC $9.87)
  • $9.87 P/E (TTM): 527.0X Cap: $446M
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Q: Can you please comment on Cerence's financial performance - balance sheet and income statement - as well as their future prospects given the heightened focus on AI and autonomous driving that may be getting a boost from the loosened regulatory demands south of the border. A buy?

Upvote 2

Read Answer Asked by Scott on June 06, 2025

• CrowdStrike Holdings Inc. (CRWD $527.77)
  • $527.77 Cap: $134.33B
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• IonQ Inc. (IONQ $49.24)
  • $49.24 Cap: $18.37B
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Q: Would you initiate positions in these stocks or do you feel better entry points will come?

Upvote 8

Read Answer Asked by Gary on June 05, 2025

• NVIDIA Corporation (NVDA $215.20)
  • $215.20 P/E (TTM): 43.16X Cap: $5.22T
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• SoundHound AI Inc. (SOUN $8.88)
  • $8.88 Cap: $3.78B
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Q: I purchased SOUN when it was associated with NVIDIA. Now down 50 percent, do you consider it a sell or hold? Thanks

Upvote 2

Read Answer Asked by Charles on June 05, 2025

• Nebius Group N.V. (NBIS $177.05)
  • $177.05 Cap: $44.95B
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• CoreWeave Inc. (CRWV $114.15)
  • $114.15 Cap: $61.97B
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Q: Recently, Nebius's stock price has seen a significant surge. This morning at 7 am pre-market, it jumped another 5%. What's driving this upward trend? I currently hold a small portion of the stock shares. Should I consider adding to my position? I'd appreciate any insights you can provide. Thanks.

Upvote 9

Read Answer Asked by Esther on June 05, 2025

• NVIDIA Corporation (NVDA $215.20)
  • $215.20 P/E (TTM): 43.16X Cap: $5.22T
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• Celestica Inc. (CLS $514.08)
  • $514.08 P/E (TTM): 52.87X Cap: $59.10B
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Q: The latest SA article on your website says CLS is massively overvalued.Your thoughts please.

Upvote 5

Read Answer Asked by blake on June 05, 2025

• GLOBAL X FDS (BOTZ $41.45)
  • $41.45 P/E (TTM): 59.82X Cap: $3.79B
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• GLOBAL X FDS (AIQ $62.31)
  • $62.31 P/E (TTM): 24.79X Cap: $9.67B
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Q: I am looking to add either AIQ or BOTZ to my portfolio for a long term hold. Both are ETF's. AIQ seems more focused on artificial intelligence while BOTZ is more focused on robotics. What would your preference be at this time?

Thanks

Upvote 2

Read Answer Asked by philip on June 05, 2025

• Alphabet Inc. (GOOG $397.05)
  • $397.05 P/E (TTM): 36.57X Cap: $4.82T
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• Tesla Inc. (TSLA $428.35)
  • $428.35 P/E (TTM): 377.79X Cap: $1.60T
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• Uber Technologies Inc. (UBER $75.45)
  • $75.45 P/E (TTM): 16.22X Cap: $153.58B
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Q: In less than a year, Waymo has increased its weekly ride volume from 10,000 in August 2023 to more than 250,000 today. According to California Public Utilities Commission filings, the company's momentum has accelerated sharply, with March 2025 alone showing a 27% jump in paid rides after months of slower growth. Do you think it could become a big part of Google in the coming years ? They seems to have the lead compare to the competitors like tesla, uber ...

Upvote 6

Read Answer Asked by jean on June 05, 2025

• Coinbase Global Inc (COIN $201.16)
  • $201.16 P/E (TTM): 43.36X Cap: $52.98B
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• Circle Internet Group Inc. Class A (CRCL $113.67)
  • $113.67 Cap: $28.10B
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Q: Thoughts on this stock and how it will open? Sounds like $31 is where they priced it which was above the expected range. Would you chase it at $33 or $34 or just buy COIN? Please explain.

Upvote 1

Read Answer Asked by Tim on June 05, 2025

• Descartes Systems Group Inc. (The) (DSG $98.92)
  • $98.92 P/E (TTM): 40.73X Cap: $8.49B
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Q: Hi 5i,

What are your thoughts of the quarter? Would you hold / add / sell?

Thanks,
Kyle

Upvote 6

Read Answer Asked by Kyle on June 05, 2025

• CrowdStrike Holdings Inc. (CRWD $527.77)
  • $527.77 Cap: $134.33B
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Q: Thoughts on the Q? Opportunity to buy on the dip?
Thanks in advance!

Upvote 4

Read Answer Asked by Greg on June 04, 2025

• Fortinet Inc. (FTNT $114.07)
  • $114.07 P/E (TTM): 44.43X Cap: $83.51B
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• Amplify Cybersecurity ETF (HACK $85.62)
  • $85.62 P/E (TTM): 34.45X Cap: $2.12B
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• Palo Alto Networks Inc. (PANW $207.88)
  • $207.88 P/E (TTM): 108.58X Cap: $169.63B
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• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $75.32)
  • $75.32 P/E (TTM): 33.06X Cap: $11.37B
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• CrowdStrike Holdings Inc. (CRWD $527.77)
  • $527.77 Cap: $134.33B
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• iShares Cybersecurity and Tech ETF (IHAK $51.84)
  • $51.84 P/E (TTM): 28.77X Cap: $819M
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Q: Can you give an overview of cybersecurity ETFs and a recommendation please?

Or would you pick a single stock?

Upvote 8

Read Answer Asked by Mark on June 04, 2025

• Palo Alto Networks Inc. (PANW $207.88)
  • $207.88 P/E (TTM): 108.58X Cap: $169.63B
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• Zscaler Inc. (ZS $152.13)
  • $152.13 Cap: $24.46B
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• CrowdStrike Holdings Inc. (CRWD $527.77)
  • $527.77 Cap: $134.33B
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Q: What are your thoughts on their earnings. Is it still buy, hold or sell. I trim before earnings should I buy more or sell the balance. I am long term investor. I sold since it move so fast up last few days

Thanks for the great service

Upvote 5

Read Answer Asked by Hector on June 04, 2025

• CrowdStrike Holdings Inc. (CRWD $527.77)
  • $527.77 Cap: $134.33B
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Q: When it comes to cybersecurity companies has your favourable opinion of CRWD been changed as a result of the quarterly results and forward guidance?

Upvote 2

Read Answer Asked by Geoffrey on June 04, 2025

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $93.35)
  • $93.35 P/E (TTM): 12.47X Cap: $19.73B
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• Constellation Software Inc. (CSU $2,571.61)
  • $2,571.61 P/E (TTM): 76.57X Cap: $54.49B
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• Descartes Systems Group Inc. (The) (DSG $98.92)
  • $98.92 P/E (TTM): 40.73X Cap: $8.49B
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• Kinaxis Inc. (KXS $158.73)
  • $158.73 P/E (TTM): 45.11X Cap: $4.38B
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• Open Text Corporation (OTEX $33.81)
  • $33.81 P/E (TTM): 13.75X Cap: $8.47B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.68)
  • $150.68 P/E (TTM): 118.54X Cap: $196.50B
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Q: I have a position in these stocks (DOCCKS) and looking to add when the price is right. Can you give a good entry point for each? All positions will be held for 10+ years

Upvote 15

Read Answer Asked by Danielle on June 04, 2025

• Cellebrite DI Ltd. (CLBT $13.62)
  • $13.62 Cap: $3.39B
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• Sportradar Group AG (SRAD $13.04)
  • $13.04 Cap: $4.06B
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• Lumine Group Inc. (LMN $20.23)
  • $20.23 P/E (TTM): 34.31X Cap: $5.19B
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• Nebius Group N.V. (NBIS $177.05)
  • $177.05 Cap: $44.95B
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Q: I currently own CLBT, NBIS and LMN. I am also looking to purchase SRAD. In what order would you add too or start a new position in SRAD.
Thanks

Upvote 12

Read Answer Asked by sean on June 04, 2025

• Nebius Group N.V. (NBIS $177.05)
  • $177.05 Cap: $44.95B
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• CoreWeave Inc. (CRWV $114.15)
  • $114.15 Cap: $61.97B
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Q: Are these companies basically in the same business

Upvote 4

Read Answer Asked by Leon on June 03, 2025

• Cisco Systems Inc. (CSCO $96.57)
  • $96.57 P/E (TTM): 33.15X Cap: $381.44B
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• eBay Inc. (EBAY $107.69)
  • $107.69 P/E (TTM): 24.52X Cap: $47.92B
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Q: If you had to choose one "old technology" company, which one would you choose and why?

Thnx for your great service!!

Upvote 3

Read Answer Asked by David on June 03, 2025

• Lumine Group Inc. (LMN $20.23)
  • $20.23 P/E (TTM): 34.31X Cap: $5.19B
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Q: Last month Lumine acquired a Dubai located company called Datafusion. Is it a seizable acquisition ? Do you have more insight ?

Upvote 5

Read Answer Asked by jean on June 03, 2025