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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: Good morning

Given the understanding that you do not formally cover US equities. The area of cybersecurity appears to be in a strong secular uptrend given our insatiable thirst for data.
Can you give me your top three US equity ideas right now to profit from this assumption.

Thanks
Read Answer Asked by Thomas on February 11, 2019
Q: Hi,

I'm interested in UTX but am mostly interested in it for the company splitting up which I understand is not likely to happen until sometime in 2020 thus I'd like to think that time is on my side to buy this one. However, do you see any near term (~ 12 - 18 mo) catalysts for UTX?

Cam.
Read Answer Asked by Cameron on February 08, 2019
Q: I have been out of the loop on financial news for the past six months or so, and so am a bit unfocused on current news.

What are your thoughts on adding NVDA at this time (to appropriate weighting, etc.)? [I reviewed some Q&A on it, but am not clear as to why the latest downdraft on this company is occurring. Perhaps I didn't go back far enough.] If this is not a solid pick at this time, would you please suggest your favourite in the sector, for a 5% position? Canadian or US -- I have no preference, other than it be Tech. Thanks!
Read Answer Asked by Sylvia on February 06, 2019
Q: Please recommend 1-2 Canadian companies ( I have KXS) do you recommend that derive revenues/earnings mainly from cloud computing?
Read Answer Asked by Dev on February 06, 2019
Q: Could you please comment on Cyberark (CYBR on the Nasdaq)?
Many thanks.
Read Answer Asked by Mary on February 06, 2019
Q: Hi 5i:

I currently hold KEYS and KXS at substantial gains, thanks to 5i, at about 7% of my portfolio. I would like to raise my technology allocation. I have held, gained and sold RPD and FDC previously. Would you go back to them at this point or consider a position in BOX. My $US exposure is about 13% of portfolio. Another option would be to iniatate positions in OTEX and/or DSG. My portfolio is well balanced. Any new positions would be in my TFSA. Please deduct as appropriate.
Thank you for your opinion. Regards

Sinc
Read Answer Asked by Tom on February 05, 2019
Q: Hello 5i,
How would you rank these "cloud kings" for growth over the next few years?
Do you have a preference of one or two over the others?
Thank you
Dave

Read Answer Asked by Dave on February 05, 2019
Q: Abt
Excellent results by Absolute, new management is doing a great job.....and then the news of a big contract with a very large US schooldistrict.
Everything is lining up for a takeover here.....I am convinced that this will happen sooner than later.
Stadium Capital has a 15% stake and the new CEO sold a company to BlackBerry before.
Is there a chance that ABT comes back in your portfolio?
Read Answer Asked by Josh on February 05, 2019
Q: I purchased bb last spring as a auto software play and also a China play with the entry into an agreement with a partner in China. Please give me your thoughts as to the validity of these reasons, and should I cash out at a 40% loss and move the money to another cdn. tech company like otex or any other suggestion you may have.
Cheers, Doug
Read Answer Asked by Doug on February 05, 2019
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