Investment Q&A

• Costco Wholesale Corporation (COST $857.59)
  • $857.59 P/E (TTM): 61.77X Cap: $380.65B
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• Microsoft Corporation (MSFT $483.98)
  • $483.98 P/E (TTM): 33.88X Cap: $3.53T
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• NVIDIA Corporation (NVDA $174.14)
  • $174.14 P/E (TTM): 44.1X Cap: $4.23T
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• The Walt Disney Company (DIS $111.87)
  • $111.87 P/E (TTM): 16.29X Cap: $199.72B
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• Atlassian Corporation (TEAM $165.00)
  • $165.00 Cap: $43.41B
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• Align Technology Inc. (ALGN $161.44)
  • $161.44 P/E (TTM): 31.51X Cap: $11.52B
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• The Trade Desk Inc. (TTD $37.29)
  • $37.29 P/E (TTM): 42.11X Cap: $17.97B
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Q: Hi Peter and Ryan,
Lately I contributed some cash into my RRSP. I owns many Canadian companies as you have in your demo portfolios. I also have US shares of QCOM, Google, Twitter, AYX, SQ. I am thinking of adding 2-3 of US stocks in my list above. What will you recommend? Or do you have other stocks that have good growth potentials in the long term?
Thank you,
Yiwen

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Read Answer Asked by Yiwen on July 29, 2019

• Micron Technology Inc. (MU $248.55)
  • $248.55 P/E (TTM): 29.71X Cap: $278.98B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Atlassian Corporation (TEAM $165.00)
  • $165.00 Cap: $43.41B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: With the Canadian dollar on a bit of an upswing, I'm looking to add a bit more US exposure. Currently we have SQ, TEAM, MU and AYX as our "Growthier" US stocks. (Thank You!) We're wondering what your top US picks might be for being potential "up and coming" growth stocks that are maybe a bit under the radar.
Thank you

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Read Answer Asked by Mike on July 17, 2019

• Park Lawn Corporation (PLC $26.48)
  • $26.48 Cap: $904M
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• Apple Inc. (AAPL $272.19)
  • $272.19 P/E (TTM): 36.81X Cap: $4.02T
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• Amazon.com Inc. (AMZN $226.76)
  • $226.76 P/E (TTM): 31.44X Cap: $2.42T
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• Toronto-Dominion Bank (The) (TD $127.49)
  • $127.49 P/E (TTM): 10.78X Cap: $214.73B
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• Canadian National Railway Company (CNR $137.18)
  • $137.18 P/E (TTM): 18.1X Cap: $82.67B
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• Fortis Inc. (FTS $70.88)
  • $70.88 P/E (TTM): 20.21X Cap: $35.97B
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• Pembina Pipeline Corporation (PPL $50.67)
  • $50.67 P/E (TTM): 17.77X Cap: $29.90B
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• NFI Group Inc. (NFI $15.50)
  • $15.50 Cap: $1.84B
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• TransAlta Renewables Inc. (RNW $12.48)
  • $12.48 P/E (TTM): 45.91X Cap: $3.33B
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• Global X S&P 500 Index Corporate Class ETF (HXS $96.34)
  • $96.34 Cap: $5.61B
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• iShares S&P/TSX Canadian Dividend Aristocrats Index ETF (CDZ $40.54)
  • $40.54 P/E (TTM): 14.68X Cap: $1.09B
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• Atlassian Corporation (TEAM $165.00)
  • $165.00 Cap: $43.41B
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• State Street Health Care Select Sector SPDR ETF (XLV $153.91)
  • $153.91 P/E (TTM): 23.97X Cap: $40.31B
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• Mawer Balanced Fund Series A (MAW104 $39.29)
  • $39.29 P/E (TTM): 17.4X Cap: $4.87B
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• Nutrien Ltd. (NTR $84.94)
  • $84.94 P/E (TTM): 50.19X Cap: $42.16B
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• Waste Connections Inc. (WCN $242.02)
  • $242.02 P/E (TTM): 73.25X Cap: $62.55B
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Q: Hi, I currently have $11,500 to add to my TFSA with a long term horizon. I currently hold CNR (2.53%), NTR (2.88%), PLC (5.04%) PPL (2.98%), TD (4.21%), V (4.71), WCN (6.15%), XLV (3.31%) MAW 104 (25.11%). I am wondering if I should add to the current companies or might you have any other suggestions?

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Read Answer Asked by Penny on July 11, 2019

• Adobe Inc. (ADBE $355.81)
  • $355.81 P/E (TTM): 22.31X Cap: $148.94B
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• Microsoft Corporation (MSFT $483.98)
  • $483.98 P/E (TTM): 33.88X Cap: $3.53T
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• NVIDIA Corporation (NVDA $174.14)
  • $174.14 P/E (TTM): 44.1X Cap: $4.23T
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Atlassian Corporation (TEAM $165.00)
  • $165.00 Cap: $43.41B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: I hold the above positions in the Information Technology sector of my US dollar portfolio that is balanced and well diversified. I am now able to add 1 or 2 Information Technology sector positions. Please provide me with your suggestions including weightings.
Also if you think that the above positions overlap one another, please let me know......Many thanks.....Tom

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Read Answer Asked by Tom on July 05, 2019

• FLIR Systems Inc. (FLIR $57.34)
  • $57.34 P/E (TTM): 33.53X Cap: $7.56B
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• Alphabet Inc. (GOOG $303.75)
  • $303.75 P/E (TTM): 30.38X Cap: $3.58T
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• Illumina Inc. (ILMN $130.51)
  • $130.51 P/E (TTM): 30.31X Cap: $19.94B
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• Xylem Inc. New (XYL $136.69)
  • $136.69 P/E (TTM): 35.46X Cap: $33.27B
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• WSP Global Inc. (WSP $245.81)
  • $245.81 P/E (TTM): 36.71X Cap: $32.10B
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• CAE Inc. (CAE $40.60)
  • $40.60 P/E (TTM): 29.36X Cap: $13.05B
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• Great Canadian Gaming Corporation (GC $44.98)
  • $44.98 Cap: $2.59B
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• Thomson Reuters Corporation (TRI $181.23)
  • $181.23 P/E (TTM): 34.02X Cap: $80.61B
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• Alimentation Couche-Tard Inc. (ATD $74.25)
  • $74.25 P/E (TTM): 19.22X Cap: $68.73B
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• Premium Brands Holdings Corporation (PBH $101.50)
  • $101.50 P/E (TTM): 65.61X Cap: $4.53B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.90)
  • $229.90 P/E (TTM): 142.92X Cap: $299.16B
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• goeasy Ltd. (GSY $126.96)
  • $126.96 P/E (TTM): 9.25X Cap: $2.03B
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• Spin Master Corp. Subordinate Voting Shares (TOY $20.51)
  • $20.51 P/E (TTM): 26.82X Cap: $2.06B
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• Atlassian Corporation (TEAM $165.00)
  • $165.00 Cap: $43.41B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.58)
  • $16.58 Cap: $2.20B
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Q: Hi Peter and Team
Can please rank the following stock first in terms of their risk level and second by their growth prospects
US Stocks: AYX, TEAM, XYL, FLIR, GOOG, ILMN
CA Stocks: TOY, SHOP, LSPD, KXS, GC, GSY, WSP, PBH, ATD.B, TRI, SYS, CAE

Thanks,

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Read Answer Asked by Yousef on July 03, 2019

• Atlassian Corporation (TEAM $165.00)
  • $165.00 Cap: $43.41B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Guardant Health Inc. (GH $97.10)
  • $97.10 Cap: $12.28B
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Q: What are your top 3 most attractive stocks in the U.S. right now?

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Read Answer Asked by Liam on July 03, 2019

• Salesforce Inc. (CRM $257.85)
  • $257.85 P/E (TTM): 34.03X Cap: $241.87B
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• BlackBerry Limited (BB $6.03)
  • $6.03 Cap: $3.47B
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• Atlassian Corporation (TEAM $165.00)
  • $165.00 Cap: $43.41B
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Q: Blackberry is tanking. Should I sell and take my loss or do you believe it will recover in the next three months? Thank you.
Ron N

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Read Answer Asked by ron on June 28, 2019

• Atlassian Corporation (TEAM $165.00)
  • $165.00 Cap: $43.41B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Slack Technologies Inc. Class A (WORK $45.20)
  • $45.20 Cap: $26.51B
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Q: Hi there, I had asked a question earlier and you had suggested TEAM as an alternative to SLACK. After doing some searches in the Q&A section it seems like AYX and TEAM are very favourable. Would you be comfortable taking a small position in both names at current prices? Also, are these 2 names your current favourite US growth names? Thanks!

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Read Answer Asked by Michael on June 25, 2019

• Atlassian Corporation (TEAM $165.00)
  • $165.00 Cap: $43.41B
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• Roku Inc. (ROKU $110.87)
  • $110.87 Cap: $15.91B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Can you please recommend your favorite 3-5 US growth stocks right now for a TFSA, 3-5 year hold.
THX

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Read Answer Asked by Nancy on June 20, 2019

• Atlassian Corporation (TEAM $165.00)
  • $165.00 Cap: $43.41B
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• The Trade Desk Inc. (TTD $37.29)
  • $37.29 P/E (TTM): 42.11X Cap: $17.97B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: Hi,
I'm thinking of buying these three companies, is now a good time to buy? They've seem to really run up. In what order would you buy? Also, is there any overlap between these and my current holdings? If I wanted to swap one or two of my current holdings to buy these new stocks, which would you let go? I currently hold CGI, SHOP, CSU, KXS, LSPD, FB and GOOG in the tech space. I'm a long term growth investor, time frame >10yrs. Thank you!

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Read Answer Asked by Keith on June 11, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.90)
  • $229.90 P/E (TTM): 142.92X Cap: $299.16B
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• Atlassian Corporation (TEAM $165.00)
  • $165.00 Cap: $43.41B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: If you were to buy one growth stock in Canada and one in the US. What would they be?

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Read Answer Asked by sean on June 04, 2019

• Atlassian Corporation (TEAM $165.00)
  • $165.00 Cap: $43.41B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: i own both, if team owns a piece of slack and with slack going public in next 3 weeks and in all probability will open much higher, why do you seem to prefer ayx over team.dave

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Read Answer Asked by david on May 23, 2019

• Atlassian Corporation (TEAM $165.00)
  • $165.00 Cap: $43.41B
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Q: Please explain if Atlassian Corp stock price be affected after SLACK IPO . When will be the IPO date ? Is it investable ? Is Atlassian recent stock price too expensive ? Thanks a lot.

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Read Answer Asked by Lai Kuen on May 23, 2019

• Open Text Corporation (OTEX $46.14)
  • $46.14 P/E (TTM): 17.39X Cap: $11.59B
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• Atlassian Corporation (TEAM $165.00)
  • $165.00 Cap: $43.41B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Tableau Software Inc. Class A (DATA $169.53)
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Q: Hi

Looking for an alternative to AYX since am not able to invest in AYX. Anything in similar business with similar outlook for the stock?
Thanks

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Read Answer Asked by Bryan on May 22, 2019

• Atlassian Corporation (TEAM $165.00)
  • $165.00 Cap: $43.41B
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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Q: You have 10K US to invest. Which two US stocks would you invest in today? and why? (~10 yr period).....The trade war in the US is making stocks unstable, in my mind this is temporary until they get things figured out...Do you see US stocks continuing to fall over this trade issue or level out as everyone figures out the sky is not falling? I know this will be just a speculation but I like your take on world events! Thanks Guys I appreciate everything you do daily!!!

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Read Answer Asked by Brad on May 21, 2019

• NVIDIA Corporation (NVDA $174.14)
  • $174.14 P/E (TTM): 44.1X Cap: $4.23T
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• Salesforce Inc. (CRM $257.85)
  • $257.85 P/E (TTM): 34.03X Cap: $241.87B
  • View CRM Profile
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• Kinaxis Inc. (KXS $177.21)
  • $177.21 P/E (TTM): 105.86X Cap: $4.92B
  • View KXS Profile
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  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.90)
  • $229.90 P/E (TTM): 142.92X Cap: $299.16B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Atlassian Corporation (TEAM $165.00)
  • $165.00 Cap: $43.41B
  • View TEAM Profile
  • View Questions on TEAM
• Veeva Systems Inc. Class A (VEEV $218.10)
  • $218.10 P/E (TTM): 42.75X Cap: $35.41B
  • View VEEV Profile
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• The Trade Desk Inc. (TTD $37.29)
  • $37.29 P/E (TTM): 42.11X Cap: $17.97B
  • View TTD Profile
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• Rapid7 Inc. (RPD $15.66)
  • $15.66 P/E (TTM): 44.89X Cap: $1.02B
  • View RPD Profile
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• Alteryx Inc. Class A (AYX)
  • Cap: $3.48B
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• Tinkerine Studios Ltd. (TTD)
  • Cap: $1M
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Q: Please comment on the impact of recent US China tariff & Huawei development on these stocks. Which will suffer long term adverse effect ? Most come down a lot on May 20. Thanks a lot.

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Read Answer Asked by Lai Kuen on May 21, 2019

• Atlassian Corporation (TEAM $165.00)
  • $165.00 Cap: $43.41B
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• ServiceNow Inc. (NOW $153.38)
  • $153.38 P/E (TTM): 94.34X Cap: $159.26B
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Q: Hello team,

Would you please compare and contrast these two SAAS companies. I appreciate it if you can comment on their moat and and market as well as competition, quality of business, current valuation, momentum, and financial strength.

I know you like them both, but I have money only for one and I am wondering which one has more torque and a brighter future, for it is current growth is going to only accelerate further.

Thank you very much indeed for being the referee here.

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Read Answer Asked by Saeed on May 21, 2019

• Atlassian Corporation (TEAM $165.00)
  • $165.00 Cap: $43.41B
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Q: thanks for the timely (trade) comment late last week about TEAM...today, with the US sell off, it is down 3% plus.....again, thanks ....Tom

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Read Answer Asked by Tom on May 13, 2019

• Atlassian Corporation (TEAM $165.00)
  • $165.00 Cap: $43.41B
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Q: I just want to thank you. I had asked for a "swing" Trade and you were bang on with TEAM. What should I watch for in order to shave some of my profit? Again...thank you

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Read Answer Asked by El-ann on May 10, 2019

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
  • View Questions on SQ
• Atlassian Corporation (TEAM $165.00)
  • $165.00 Cap: $43.41B
  • View TEAM Profile
  • View Questions on TEAM

Q: Bought Sq at the high last summer, then bought Team at the low. Would you take Team profits to add to Sq. Team is currently at 7% and Sq at 4% of my RRSP portfolio.
Thanks Peter.

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Read Answer Asked by Peter on May 10, 2019