skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 1 more answer this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: OTEX reported a 0.1% constant currency organic growth rate for F19 implying revenues were basically flat because of a slowdown in Q4 license sales ex-acquisitions. Slowdowns in license sales should impact customer support revenues which is an important recurring source. Is this strictly a grow-by-acquisition game that can produce too many negative surprises and nasty stock corrections to bother with? If so, which TSX tech stocks would be a higher quality choice? Appreciate your service!
Read Answer Asked by Michael on August 09, 2019
Q: Would you consider this is a good growth stock to add to a portfolio after the latest earnings? Revenue growth looks to be increasing faster, and guidance was increased. They have a good track record with beating earnings too. Can you add any insights on their management team?

I’m looking for my next TEAM, AYX, TTD, RPD all of which I own thanks to you! Any other tech suggestions in the US?

Thanks
Read Answer Asked by Joe on August 02, 2019
Q: Hello. In monitoring my equity investments, I note that SHOP is now 8.3% of my total stock portfoliio while CSU has reached 7.5% of that same total. My question is whether it is too risky to let these run -- or trim them back now. Thanks!
Read Answer Asked by RANDALL on August 01, 2019
Q: May I please get your thoughts on Smith Micro Software Inc (SMSI)? Recently reported results that the market reacted very positively to. Should I wait for the dust to settle a bit or do these results lend credence to starting a small speculative position (0.5-1%) for the high risk allocation of my portfolio at current price levels?
Read Answer Asked by Marco on August 01, 2019
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!