Investment Q&A

Q: Hi team,

PA recommends to reduce my technology exposure which is at 38%. Only problem is I am unsure which tickers to get rid of, like them all.

In my RRSP; OTEX at 4% and XAW at 21% not a direct tech exposure but does hold plenty of tech, just not sure how much.

LIRA: SHOP at 6.5%( recently chopped it from 9% to 5%), LSPD 5%, KXS 3%, QST 2.2%,

TSFA: CUSat 5%

Which one would you pull the plug on?

Tks

Q: Hello 5i,
Could I have your opinion on Perficient(PRFT)?
Thank you
Dave

Q: Hello 5i, could I have your opinion on Digital Turbine(APPS)?
Usual evaluation metrics plus who is their competition?
Growth prospects?
Thanks
Dave

Q: Hi,
We have a small position in the score. It’s has hada nice pop with the latest news. Do you think it’s gotten a head of it’s self. Is it a good time to add?
Thanks

Q: Which one of these two stocks would you prefer and why. Thanks for your great service!

Q: do you know anything about this company. dave

Q: SHOP keeps soaring. Great to see a Canadian tech stock do so well.
Do you think it will be a take-over target for one of the mighty US tech stocks? Amazon seems to me to be a possibility.

Thank you, Peter

Thanks, Peter

Q: Hi team,
I know your focus is small/mid cap Canada and mine is mid/large cap U.S, so I try not to ask U.S. questions during peak Canadian earnings season, which has now passed.

On Friday afternoon, my tech watch list was fully green. Then PANW went red and redder. I knew something was up (or down). In a half hour, PANW was down almost $20. Finally Seeking Alpha had something on the wire. The Executive VP for worldwide sales at PANW is leaving at the end of September. No reasons given. In the past, when VPs of Finance leave companies abruptly, it may cast some doubt on the financials. I am not sure if a VP Sales departure is a likely sign of a revenue problem or not. I suspect the departure news may have leaked out before earnings on September 4 and PANW had to confirm it. If so, it may now be baked into the price.

What are your current thoughts on PANW and buying now?

Thanks again.
Dave H

Q: Hi
Can you please comment on the fundamentals of this stock and whether there are any reasons to explain why it has fallen since its apparently good July earnings were released.
Many thanks in advance for your sound views, which I definitely appreciate.

Q: Realize VIAVI is US but can you comment on earnings and on decline today after reporting good results yesterday. After hours yesterday stock was up. So what happened today?

Q: Hi Team, would you feel comfortable after Cisco's earnings report to add to an existing position. Would you be wary of the China sales? As anything changed here? I'm in for the long term. Thank-you. Sam

Q: Your thoughts on Pivots results and what do you see going forward

thanks

peter

Q: Your comment on results

Q: Good evening 5i
NvDA has just reported. Seems quite promising. Is it a good time to add more shares? Would you expect a good come back towards their high of $289.00?
Much thanks as always..

Q: Can you comment on ITC results along with outlook for the future. I realize ITC is small but it appears they are working hard to expand customer base and business. Have a small position. Is ITC a sell, hold or buy to increase position size?

Q: What price do you think it would be a good entry-level? Thanks

Q: Can I have your thoughts on this US company?
Thank You, Peter

Q: Looking good on this down market ? Opinion ?
Thanks !

Q: Corning seems to be going nowhere - Hold or sell?? If sell replacement in same sector? Thanks Jim

Q: Can I have your comments on recent results - would you see pullback as a
a good entry point?