Investment Q&A

• QUALCOMM Incorporated (QCOM $156.22)
  • $156.22 P/E (TTM): 14.89X Cap: $170.49B
  • View QCOM Profile
  • View Questions on QCOM
• American Tower Corporation (REIT) (AMT $210.65)
  • $210.65 P/E (TTM): 75.99X Cap: $99.21B
  • View AMT Profile
  • View Questions on AMT
• Keysight Technologies Inc. (KEYS $165.90)
  • $165.90 P/E (TTM): 37.61X Cap: $28.71B
  • View KEYS Profile
  • View Questions on KEYS

Q: I'm looking for a US or Canadian company to compliment American Towers and semiconductor stock, like Qualcomm because of the 5G theme. Wondering if there is a quality company with growth potential that would complement the existing positions that you would suggest I consider
.....Thanks....Tom

Upvote 0

Read Answer Asked by Tom on June 19, 2020

• Quisitive Technology Solutions Inc. (QUIS $0.56)
  • $0.56 Cap: $155M
  • View QUIS Profile
  • View Questions on QUIS

Q: Your thoughts on todays bought deal , stock re-action and what we can expect going forward.
Thanks
John

Upvote 0

Read Answer Asked by John on June 19, 2020

• Amazon.com Inc. (AMZN $228.73)
  • $228.73 P/E (TTM): 33.83X Cap: $2.44T
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG $210.19)
  • $210.19 P/E (TTM): 21.34X Cap: $2.50T
  • View GOOG Profile
  • View Questions on GOOG

Q: Hello folks, break up the big techs, the theme has been for a long time, and once awhile come back on center stage.
my q is: does the " Break Up " increase shareholder value or vice versa?
thx

Upvote 0

Read Answer Asked by LEI on June 19, 2020

• ARK Next Generation Internet ETF (ARKW $157.47)
  • $157.47 P/E (TTM): 142.22X Cap: $2.48B
  • View ARKW Profile
  • View Questions on ARKW

Q: CAN YOU RECOMMEND AN ACTIVELY MANAGED TECHNOLOGY FUND WITH BETTER THAN AVERAGE PERFORMANCE RETURNS?

Upvote 0

Read Answer Asked by Richard on June 19, 2020

• Sierra Wireless Inc. (SW $40.99)
  • $40.99 Cap: $1.60B
  • View SW Profile
  • View Questions on SW

Q: How will SW. benefit if at all from 5G.
Thanks Richard

Upvote 0

Read Answer Asked by Richard on June 19, 2020

• QUALCOMM Incorporated (QCOM $156.22)
  • $156.22 P/E (TTM): 14.89X Cap: $170.49B
  • View QCOM Profile
  • View Questions on QCOM
• Skyworks Solutions Inc. (SWKS $76.86)
  • $76.86 P/E (TTM): 29.34X Cap: $11.47B
  • View SWKS Profile
  • View Questions on SWKS
• Xilinx Inc. (XLNX)
  • P/E (TTM): 51.66X Cap: $48.41B
  • View XLNX Profile
  • View Questions on XLNX
• American Tower Corporation (REIT) (AMT $210.65)
  • $210.65 P/E (TTM): 75.99X Cap: $99.21B
  • View AMT Profile
  • View Questions on AMT
• Baylin Technologies Inc. (BYL $0.32)
  • $0.32 Cap: $54M
  • View BYL Profile
  • View Questions on BYL
• Keysight Technologies Inc. (KEYS $165.90)
  • $165.90 P/E (TTM): 37.61X Cap: $28.71B
  • View KEYS Profile
  • View Questions on KEYS
• Nokia Corporation Sponsored American Depositary Shares (NOK $4.34)
  • $4.34 P/E (TTM): 15.87X Cap: $24.16B
  • View NOK Profile
  • View Questions on NOK

Q: Good morning: could you please give me 3 to 5 names, both Canadian and US that might bode well with use of 5G technology?
Thanks

Upvote 0

Read Answer Asked by Lesley on June 19, 2020

• Vanguard Information Technology ETF (VGT $696.59)
  • $696.59 P/E (TTM): 90.62X Cap: $93.33B
  • View VGT Profile
  • View Questions on VGT

Q: Can you recommend a tech ETF that trades in US$.

Thanks,

Rob

Upvote 0

Read Answer Asked by Rob on June 19, 2020

• Fastly Inc. Class A (FSLY $7.38)
  • $7.38 Cap: $1.10B
  • View FSLY Profile
  • View Questions on FSLY

Q: Can you please give me your thoughts on FSLY. It was on the news
" Fastly could be the biggest winner from Shopify Deal with Walmart."

Do you agree with the above news? If yes WHY
I hold 2% and it is already up 50% in less than a month. Is it still a buy, sell, or hold.
According to you who would be the biggest winner between Shopify and Walmart Deal.

Thanks for the great service

Upvote 0

Read Answer Asked by Hector on June 18, 2020

• Amazon.com Inc. (AMZN $228.73)
  • $228.73 P/E (TTM): 33.83X Cap: $2.44T
  • View AMZN Profile
  • View Questions on AMZN
• Meta Platforms Inc. (META $754.39)
  • $754.39 P/E (TTM): 26.82X Cap: $1.89T
  • View META Profile
  • View Questions on META
• Alphabet Inc. (GOOG $210.19)
  • $210.19 P/E (TTM): 21.34X Cap: $2.50T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $507.37)
  • $507.37 P/E (TTM): 36.97X Cap: $3.77T
  • View MSFT Profile
  • View Questions on MSFT

Q: I am thinking of putting a substantial portion of my portfolio in the MAGA stocks Microsoft, Amazon, Google and Apple + Facebook. I understand that this will not be diversified as probably most would like to be but these stocks have performed incredibly over the past 10-20 years and I don't see much changing in the future. Any thoughts on this strategy other than lack of diversification.

Upvote 0

Read Answer Asked by Michael on June 18, 2020

• Siyata Mobile Inc. (SIM $6.50)
  • $6.50 Cap: $80M
  • View SIM Profile
  • View Questions on SIM

Q: I gave SIM another quarter and I have to ask the question again. Any comments on their latest quarter. I'm down 75% and I don't like their frequent share dilution. Also revenue from previous year is being replaced with revenue with a higher margin but overall the revenue is not growing much. Would you give them another quarter or two or move on? The amount of money is really insignificant at this time.

Upvote 0

Read Answer Asked by Earl on June 18, 2020

• Open Text Corporation (OTEX $44.93)
  • $44.93 P/E (TTM): 13.15X Cap: $11.48B
  • View OTEX Profile
  • View Questions on OTEX

Q: Hi Guys
Would you view all the recent insider selling as a concern.
thanks

Upvote 0

Read Answer Asked by Gordon on June 18, 2020

• Fastly Inc. Class A (FSLY $7.38)
  • $7.38 Cap: $1.10B
  • View FSLY Profile
  • View Questions on FSLY

Q: Can I please get your thoughts on this company and their prospects over the next ~5 years? Are there any balance sheet issues? What is insider ownership like? Thanks.

Upvote 0

Read Answer Asked by Marco on June 18, 2020

• Quarterhill Inc. (QTRH $1.12)
  • $1.12 Cap: $132M
  • View QTRH Profile
  • View Questions on QTRH
  • View Reports on QTRH

Q: So, the Apple saga finally over and quarterhill finally getting paid, albeit not as much as previously thought and no more appeals allowed by Apple! Stock up nicely today, doing a dutch auction. Still own lots of it. Where do you see this in three years time? Looks like the ship is being turned around.

Upvote 0

Read Answer Asked by Helen on June 18, 2020

• Calian Group Ltd. (CGY $48.90)
  • $48.90 Cap: $560M
  • View CGY Profile
  • View Questions on CGY

Q: Would you consider this a good buy at this time?
Thx so much.

Upvote 0

Read Answer Asked by Sam on June 18, 2020

• Oracle Corporation (ORCL $238.82)
  • $238.82 P/E (TTM): 53.72X Cap: $663.92B
  • View ORCL Profile
  • View Questions on ORCL

Q: Can you give me your opinion on Orcl after the latest earnings

Upvote 0

Read Answer Asked by Mike on June 18, 2020

• BlackBerry Limited (BB $5.17)
  • $5.17 Cap: $3.09B
  • View BB Profile
  • View Questions on BB

Q: With blackberry trading at a very low level and security becoming more and more important what do you feel would be the future for BlackBerry?

Upvote 0

Read Answer Asked by Dennis on June 17, 2020

• Precision Drilling Corporation (PD $78.98)
  • $78.98 P/E (TTM): 11.41X Cap: $1.05B
  • View PD Profile
  • View Questions on PD
• Datadog Inc. (DDOG $128.39)
  • $128.39 P/E (TTM): 364.83X Cap: $45.76B
  • View DDOG Profile
  • View Questions on DDOG

Q: Hi there,

Can I please have your opinion on PagerDuty? It looks like quite a bit down from its IPO pricing. If you don't recommend it, what would your recommended stock in the same or similar space?

Thanks!

Upvote 0

Read Answer Asked by Michael on June 17, 2020

• Cloudera Inc. (CLDR $15.99)
  • $15.99 Cap: $4.73B
  • View CLDR Profile
  • View Questions on CLDR

Q: Hi 5i team,
CLDR has been on my watch lists for awhile. It seems to be at a decent valuation on P/S for a cloud stock. In the past week or so, it has been subject to some takeover speculation by IBM. I don’t like buying a company just on takeover speculation, but it is a nice kicker if the underlying fundamentals of the company are solid. Is CDLR a decent buy in the data management space and what is your outlook from here?
Thanks again for the insight.
Dave

Upvote 0

Read Answer Asked by Dave on June 16, 2020

• BlackLine Inc. (BL $52.95)
  • $52.95 P/E (TTM): 38.3X Cap: $3.34B
  • View BL Profile
  • View Questions on BL

Q: What are your thoughts on BL. Is it a buy, hold or sell. Do they have debts and how is their balance sheet and Management.

Thanks for the great service

Upvote 0

Read Answer Asked by Hector on June 16, 2020

• Kinaxis Inc. (KXS $191.82)
  • $191.82 P/E (TTM): 164.37X Cap: $5.50B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: Comment on the Rubikloud acquisition svp.

Upvote 0

Read Answer Asked by Richard on June 16, 2020