Investment Q&A

Q: Could you kindly provide an analysis on Varonis Systems (VRNS on Nasdaq) - what is their growth prospect, position within their sector, level of indebtedness, are they investible, what are the risk factors - give me what you can on this one including any recommendations regarding who should or shouldn't invest in VRNS - thanks for your help as always - Ken

Q: My ears perk up whenever you guys like a US growth stock, recent question about hypothetical growth portfolio included AYX, GH, ISRG, MMS, TER.

I am aware of your prior answers and why you like AYX, GH and ISRG and own 2 of the 3 for some nice gains.

So seeing MMS and TER I am wondering if you could give a quick reason as to why you chose those companies as I am not familiar and cannot see any prior questions on them. Thank you!

Q: ITC announced a $500,000 sale a couple of days ago and the stock has responded quite positively, more than I would have expected. Is the sale significant? Could you provide views on the situation and how ITC might perform going forward.

Q: A recent answer has you preferring SQ over LSPD for a 3-5 year time frame.Does LSPD not have more growth prospects than SQ?

Q: I am thinking to add either SQ or LSPD for a 3-5 years holding in my TFSA account. Which one would you recommend? SQ is quite "expensive". Does LSPD still consider "expensive" with their recent drop in share price?

Thanks.

Q: Hi 5i team, just read a news article on CNN. Which one has the most growth in the future?

Q: I have done quite well holding momentum/growth stocks in the Nasdaq. However, the recent sector rotation into value stocks has hurt my portfolio quite seriously, while the overall Nasdaq was up. To avoid sectoral risk, would I be wise to invest part of my portfolio in general index funds, such as the Nasdaq ZQQ?

Thank you,

Walter

Q: Hi Team,

Just wondering what you thought of BB's earnings ? Do you think the market reaction is overdone? I'm long the stock.

Thanks

Q: Grateful if you could update your 2016 views on this stocks. How does it compare to Alteryx (ayx) , Five9 (fivn) and other cyber security stocks. How would you rank them for a purchase now . ?
Gratefully,
Jacques

Q: I own a small amount ( about .5% each) in these varied areas of the above stocks. My balanced portfolio is a bit short on cash for other purposes. Would you rank these as you can, for possible sale and recommended keepers for adding to, in this market? Long time subscriber and thank you for putting it all our there.

Q: Any idea when the semi conductor space may pick up again for AAOI and PHO? I'd like to top these up as I am down quite a bit but don't want to do it too soon.

Q: At what point do you sell the stock or double up on your share count. The ‘fundamentals haven’t changed’,only peoples perception on its stock price has changed and I have a 5 year hold. I have contemplated waiting for another sharp drop and buy additional shares - like double my present position. OR I thought that if the stock hit the 200 day moving average I would sell. FYI - I bought the stock at $40 ish and sold at $80 ish. Bought again at $100 ish and sold at $150 ish. Finally I bought it again at $180 ish and still own the stock. Like all of us I have owned stocks that went up and down dramatically only to hold on to long, ie Valient.

Clayton

Q: Palo Alto has identified Zscaler as their competition and ripped the company somewhat on an earnings call. The CEO of Zscaler fired back on CNBC with comments such as the below. My question is whether this is a buy with potential based on your knowledge and comments below. It has gone from nearly $90 to $51 in a few months despite seemingly doing well.

"Zscaler, which came public in the first half of 2018, offers cloud security software for IT professionals to monitor network traffic and protect data. The company surprised analyst estimates by turning a small profit in four straight quarters.

Revenue grew by more than 53% in its July quarter and is expected to near $90 million in the current quarter, according to FactSet.

“The market is coming to us. We’re seeing a lot of growth,” Chaudhry said. “We crossed 400 off the Global 2,000 companies as our customers, so [we are] very bullish about the opportunity.”

Q: Hello 5i Team,

I was too late buying into both Roku and Pays and am now considerably underwater on both. Are either worth the long wait for a rebound, or is it time to cut and run? Thank you.

Brad

Q: Maybe increased sales & profits for PHO at hand.
https://www.ino.com/blog/2019/09/semiconductor-sector-a-market-economic-leader/?id=13A801&mktcode=blogclick#.XYY-USV7n60

Q: Hello Team,
Could you give me your opinion on this company and is it a buy at this time.
Thank You,
Barry

Q: Lots of negative news regarding Roku lately. Has your opinion on changed? Do you see increased competition as a major hurdle moving forward?
Thank you

Q: Roku is down around 20% today, what do you make of this. A buying opportunity??

Q: What would 5i's top 3 ways to invest in the coming 5G in Canada and the US - thank you.

Q: Can I have your opinion on the poor performance of PAT lately and do you think it is being set up for a take over by one of its partners. Thanks