Investment Q&A

• Adobe Inc. (ADBE $318.73)
  • $318.73 P/E (TTM): 20.79X Cap: $133.41B
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Q: Hi there,

Why did Adbe drop so much yesterday? I saw another comment that it’s related to CRM reporting but is there something seriously wrong with Adbe or is this drop overblown and it’s an opportunity to add for 1-3 year period?

Thanks!

Upvote 3

Read Answer Asked by Robert on May 31, 2024

• Kinaxis Inc. (KXS $175.83)
  • $175.83 P/E (TTM): 103.96X Cap: $4.93B
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Q: would you have any idea what is going on with this company,I cannot find any bad news but it is down a whole bunch today.It seems to go down when the market is up and up ( a little ) when the market is down
Tks.

Upvote 8

Read Answer Asked by Allen on May 31, 2024

• Descartes Systems Group Inc. (The) (DSG $114.45)
  • $114.45 P/E (TTM): 48.47X Cap: $9.83B
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• Enghouse Systems Limited (ENGH $19.97)
  • $19.97 P/E (TTM): 14.8X Cap: $1.10B
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• Kinaxis Inc. (KXS $175.83)
  • $175.83 P/E (TTM): 103.96X Cap: $4.93B
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• TECSYS Inc. (TCS $34.81)
  • $34.81 P/E (TTM): 186.89X Cap: $516M
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Q: Hold all four in growth oriented TFSA for several years now. How much overlap do you see among them? How would you rank them first (best) to last? Are any need to own? If reducing number of these four holdings, which ones would you trim or eliminate? Any that could be increased as position size of each is less than 1.5% of total of all portfolios?

Upvote 7

Read Answer Asked by William Ross on May 31, 2024

• CrowdStrike Holdings Inc. (CRWD $506.82)
  • $506.82 Cap: $127.18B
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Q: What is going on with CrowdStrike today? Buying opportunity or hold off?
Thanks

Upvote 6

Read Answer Asked by Neil on May 31, 2024

• Okta Inc. (OKTA $79.15)
  • $79.15 P/E (TTM): 90.44X Cap: $13.95B
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Q: Hi 5i
How were the latest earnings....and how do you view them going forward,.....Shares price down 5% today...would this present an opportunity to increase a small position ---2 year time frame.

Thx

Upvote 3

Read Answer Asked by jim on May 31, 2024

• Salesforce Inc. (CRM $226.82)
  • $226.82 P/E (TTM): 33.01X Cap: $215.93B
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• Okta Inc. (OKTA $79.15)
  • $79.15 P/E (TTM): 90.44X Cap: $13.95B
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Q: Why it is failing today?

Thanks,
Milan

Upvote 2

Read Answer Asked by Milan on May 31, 2024

• NVIDIA Corporation (NVDA $182.55)
  • $182.55 P/E (TTM): 50.96X Cap: $4.43T
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Q: Good Morning,
Is the .10 cent per share dividend payable by NVDA based on the current share count or the share count after the split?
Thank you

Upvote 5

Read Answer Asked by Kevin on May 30, 2024

• Adobe Inc. (ADBE $318.73)
  • $318.73 P/E (TTM): 20.79X Cap: $133.41B
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• Intuit Inc. (INTU $653.23)
  • $653.23 P/E (TTM): 45.55X Cap: $181.85B
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• Salesforce Inc. (CRM $226.82)
  • $226.82 P/E (TTM): 33.01X Cap: $215.93B
  • View CRM Profile
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• Descartes Systems Group Inc. (The) (DSG $114.45)
  • $114.45 P/E (TTM): 48.47X Cap: $9.83B
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• ServiceNow Inc. (NOW $815.84)
  • $815.84 P/E (TTM): 98.24X Cap: $169.69B
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Q: Why the big drop,earnings appear good??I

Upvote 5

Read Answer Asked by terry on May 30, 2024

• UiPath Inc. Class A (PATH $13.31)
  • $13.31 P/E (TTM): 433.67X Cap: $7.06B
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Q: Can you explain reaction to Q results - is it the sudden termination of CEO or Q results (which looked OK) or guidance. Overaction or justified market reaction? thanks John

Upvote 1

Read Answer Asked by John on May 30, 2024

• Pure Storage Inc. Class A (PSTG $82.13)
  • $82.13 P/E (TTM): 186.62X Cap: $26.99B
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Q: Can I have your thoughts on earnings and long term prospects? Thank-you.

Upvote 3

Read Answer Asked by Alex on May 30, 2024

• GLOBAL X FDS (BOTZ $34.07)
  • $34.07 P/E (TTM): 59.3X Cap: $2.91B
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• GLOBAL X FDS (AIQ $49.11)
  • $49.11 P/E (TTM): 27.91X Cap: $6.86B
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Q: Is there an AI ETF that you would recommend that holds software or other sectors that would benefit when AI is fully implemented. Either in CDN or USA market


Thanks for the great service.

Upvote 4

Read Answer Asked by Hector on May 30, 2024

• MDA Space Ltd. (MDA $23.37)
  • $23.37 P/E (TTM): 26.75X Cap: $2.95B
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Q: Why the big drop in price. Was at $15 start of May now 11.66. Is there upside in the next quarter and going forward

Upvote 3

Read Answer Asked by JOHN on May 30, 2024

• Salesforce Inc. (CRM $226.82)
  • $226.82 P/E (TTM): 33.01X Cap: $215.93B
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Q: What are thoughts on their results and future projections? Is the sell-off warranted?

Upvote 3

Read Answer Asked by Nick on May 30, 2024

• Apple Inc. (AAPL $275.92)
  • $275.92 P/E (TTM): 36.3X Cap: $4.07T
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• Amazon.com Inc. (AMZN $226.28)
  • $226.28 P/E (TTM): 31.17X Cap: $2.41T
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• Meta Platforms Inc. (META $613.05)
  • $613.05 P/E (TTM): 26.32X Cap: $1.49T
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• Alphabet Inc. (GOOG $318.47)
  • $318.47 P/E (TTM): 29.58X Cap: $3.84T
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• Microsoft Corporation (MSFT $474.00)
  • $474.00 P/E (TTM): 33.58X Cap: $3.50T
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• NVIDIA Corporation (NVDA $182.55)
  • $182.55 P/E (TTM): 50.96X Cap: $4.43T
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• Tesla Inc. (TSLA $417.78)
  • $417.78 P/E (TTM): 260.73X Cap: $1.38T
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Q: Hi Team,
Given Nvdas recent euphoria, is it time to take profits here or do you see this rise warranted and likely to hold its gains? Looking at market cap it looks set to pass apple and possibly take top spot over Microsoft soon if the stock keeps up this pace of rising. How are valuations looking here compared to the other magnificent 7 and how much possible upside can we possibly gain from here given current valuations ?

Upvote 17

Read Answer Asked by Shane on May 30, 2024

• NVIDIA Corporation (NVDA $182.55)
  • $182.55 P/E (TTM): 50.96X Cap: $4.43T
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• Constellation Software Inc. (CSU $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $71.69B
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Q: My question is really about CSU vs NVDA & how do you believe the accessibility of AI becoming more common for people & also for companies will effect CSU. Will the products and services CSU is selling become obsolete with AI ? Thanks!

Upvote 12

Read Answer Asked by Mate on May 30, 2024

• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Hi 5i Team - Is NVEI worth holding on to in case of a higher price or is it best to sell and use the money somewhere else. When does the takeover happen. If I sell are there a couple of replacement stocks you think would work for a three to five year hold.
Thanks.

Upvote 3

Read Answer Asked by Rob on May 28, 2024

• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
  • $6.07 Cap: $1.68B
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Q: Hello, thanks for all you do for us. Could you tell me if Telus international is a takeover target for Telus (T) since the shares are well off the IPO price?

Upvote 2

Read Answer Asked by Alain on May 28, 2024

• Analog Devices Inc. (ADI $239.40)
  • $239.40 P/E (TTM): 59.42X Cap: $117.77B
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• Amphenol Corporation (APH $137.88)
  • $137.88 P/E (TTM): 43.87X Cap: $161.08B
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• Tellza Inc. (TEL $0.81)
  • $0.81 P/E (TTM): 16.07X Cap: $8M
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Q: Sensor stocks - what is your assessment in this area, which stock(s) do you like in this sub-sector and how do they stack up investment-wise against your favorites. In other words, is there anything here worth pursuing?

Upvote 4

Read Answer Asked by sam on May 28, 2024

• Constellation Software Inc. (CSU $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $71.69B
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• Topicus.com Inc. (TOI $125.34)
  • $125.34 P/E (TTM): 1047.94X Cap: $10.40B
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• Lumine Group Inc. (LMN $27.15)
  • $27.15 P/E (TTM): 101.24X Cap: $6.96B
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Q: Did you have a chance to review the AGM from these companies and if so was there anything of interest?

Thx

Upvote 13

Read Answer Asked by blake on May 28, 2024

• NVIDIA Corporation (NVDA $182.55)
  • $182.55 P/E (TTM): 50.96X Cap: $4.43T
  • View NVDA Profile
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• Celestica Inc. (CLS $454.05)
  • $454.05 P/E (TTM): 46.74X Cap: $52.23B
  • View CLS Profile
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Q: Current thoughts on CLS please? Do you consider it to be in a comparable league as NVDIA and other AI plays ?

Thx

Upvote 9

Read Answer Asked by blake on May 28, 2024