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Investment Q&A

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

Q: Thanks for your Shopify reply. As a follow-up, no business relationship is secure forever but I was surprised you mentioned the risk with their Amazon relationship/partnership. Would they not have a contract for an extended period to justify Shopify's investment in time and resources at the expense of other opportunities and who else would be a potential partner that would be in a position to replace Shopify?
Thank you.
Read Answer Asked by Steven on January 20, 2017
Q: Could I get your thoughts on the Canadian SaaS space please. I currently hold SHOP & a small position in AT, are there any others that you could recommend or are currently on your watch list?

Thanks for your excellent service and guidance in 2016, I have no hesitations in renewing this year!
Read Answer Asked by dan on January 20, 2017
Q: Shopify is flying even before your top pick recommendation yesterday as it was $55 a month ago and just hit $68. It's on a trajectory that may imply a financing is coming soon. What do you think and how would you compare it's potential to Kinaxis' at today's prices?
Thank you.
Read Answer Asked by Steven on January 20, 2017
Q: 11:36 AM 1/19/2017
I have a 5% position in Tucows that is now up 103%. It pays no dividend and I am shifting my portfolio towards dividend growth stocks and at some point should sell to "harvest" the gain and switch to a dividend stock.
Is this now the time to be selling this stock or does TC have strong growth and future gains ahead?
Thank you........ Paul K
Read Answer Asked by Paul on January 19, 2017
Q: I have about a 4% position in each of the above. Would it be too much exposure to add a 4% position in Open Text?

Thanks

Dave.
Read Answer Asked by David on January 19, 2017
Q: Warren Buffet is credited for investing in companies he understands. I have to be honest, I don’t understand what many of the Information Technology companies actually do, or how strong their business models are. What advice would you have with respect to understanding IT companies? Do you have a suggestion for an easy-to-understand IT company with strong earnings, growth, etc? Are CSU and KXS your top recommendations? Thanks in advance!
Read Answer Asked by Jonathan on January 19, 2017
Q: I currently hold the following technology companies in the weights indicated:
CSU 4%; ENGH 2%; SYZ 1%; and GIB.A 1%. I also hold MDA at 1.4% but I am not sure it is classified as a technology company. If I include MDA my technology holdings are 8.6% of my portfolio. I would like to increase this weighting and I am considering adding OTC at 2%. I would appreciate your comments on my current balance of tech companies. Also, would OTC add diversification to my current tech holdings? Would you recommend adding to my current tech holdings?
Thank you.
Read Answer Asked by Dennis on January 18, 2017
Q: It seems to me Open Text is one of your top technology stock pick now, and I like it very much too. The only problem for me is that the company seems like to be paying too much to stock price and playing trick with the stock price. It has a split last year, and now it is splitting again. This is in stark contrast with companies like Google, Priceline, Amazon, not to mention Birkshire, etc. Is this a warning sign? I mean two splits in less than a year.

Thanks

Shaun
Read Answer Asked by Dong Sheng on January 13, 2017
Q: I am considering consolidating at least one of my tech stocks as some seem to be in similar businesses. Which tech stock of the above would you recommend to sell at this time. If something is sold, which one might you recommend to buy more. Or just best to do nothing. I have about 2% - 2.5% of my total equity portfolio in each. Thanks.
Read Answer Asked by David on January 13, 2017
Q: I have listed the tech stocks I currently own. As much as I like all of them, I am very over-weight in that sector and need to re-balance my portfolio. I think I should sell 3 of them. Which 3 would you suggest?

Thank you, Peter
Read Answer Asked by Peter on January 11, 2017
Q: Hi Guys
Just thinking with the recent cyber attacks on the US election, as well as on our own Hydro grid, if this will be a concern for the next US administration, and should be a concern for our "picture Opt" guy in Ottawa.
What would be 5I opinion on this, and if it is a concern, would you consider panw to be in a good place on this, or are there any other including Canadian listed companies.
Thanks in advance and Cheers for 2017
Read Answer Asked by Rick on January 09, 2017
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