Investment Q&A

• Gentex Corporation (GNTX $25.63)
  • $25.63 P/E (TTM): 15.03X Cap: $6.05B
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Q: Looking to add GENTEX Corp. to my RRSP account. They have been increasing the dividend at a good rate as well as revenues the last few years. Your opinion would be greatly appreciated.

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Read Answer Asked by JOHN on January 21, 2019

• Sylogist Ltd. (SYZ $5.48)
  • $5.48 Cap: $138M
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• Celestica Inc. (CLS $341.62)
  • $341.62 P/E (TTM): 57.27X Cap: $39.29B
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• Open Text Corporation (OTEX $54.04)
  • $54.04 P/E (TTM): 23.63X Cap: $14.03B
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Q: I currently own CLS and thinking of selling this stock and buying SYZ or OTEX or would it be best to buy both? I currently already have KXS and PHO. These are the only 2 tech stocks that I will own after selling CLS. My total weight is only 5%.

Thanks

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Read Answer Asked on January 21, 2019

• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.70B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: I have one third position in SQ and two third position in CSU. I need to choose one.
Which would you choose.
Clayton

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Read Answer Asked by Clayton on January 21, 2019

• Solium Capital Inc. (SUM $19.15)
  • $19.15 P/E (TTM): 172.9X Cap: $1.08B
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Q: What is your view on Solium Capital? Would you consider it a buy, hold or sell?

Thanks
Amy

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Read Answer Asked by Amy on January 21, 2019

• Atlassian Corporation (TEAM $144.56)
  • $144.56 Cap: $38.75B
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Q: Interesting swing in TEAM this morning. It started very strong and then plunged almost 10%.
Although expensive, still worth investing in the long term?

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Read Answer Asked by Mike on January 18, 2019

• Canadian Solar Inc. (CSIQ $13.38)
  • $13.38 Cap: $1.01B
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Q: Csiq. canadian solar. nice recovery. just getting a little better than even in a registered account, would you switch for a US dividend paying stock. or there is there more wind to the solar. apreciate your point of view.

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Read Answer Asked by francois on January 18, 2019

• Meta Platforms Inc. (META $705.30)
  • $705.30 P/E (TTM): 26.05X Cap: $1.84T
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• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 53.88X Cap: $4.67T
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• Bank of Nova Scotia (The) (BNS $88.84)
  • $88.84 P/E (TTM): 17.0X Cap: $110.74B
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• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.38X Cap: $5.24B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 94.38X Cap: $298.69B
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• Spin Master Corp. Subordinate Voting Shares (TOY $18.60)
  • $18.60 P/E (TTM): 16.66X Cap: $1.93B
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Q: Hi 5i! I'm a middle-aged subscriber that has picked up some of the 5i researched companies - most recently Kinaxis and BNS. I'm slightly overweight Kinaxis and Shopify since I see them as potential growth engines. KXS, TOY, NVDA, SHOP, FB, and BNS are all in my non-reg account. If I need cash this year for personal projects, which companies might you recommend I start selling? Thanks!

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Read Answer Asked by Marc on January 18, 2019

• QUALCOMM Incorporated (QCOM $153.59)
  • $153.59 P/E (TTM): 16.21X Cap: $178.74B
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• Western Digital Corporation (WDC $115.42)
  • $115.42 P/E (TTM): 43.59X Cap: $42.04B
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Q: Hi, Is WDC a buy at this level or is there another stock(s) in your portfolio's that you would consider a better long term buy? Thanks.

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Read Answer Asked by Claudio on January 17, 2019

• Atlassian Corporation (TEAM $144.56)
  • $144.56 Cap: $38.75B
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Q: Hi guys, Do you know of any reason for the downgrade for TEAM by Morgan Stanley today?
Thanks as always!

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Read Answer Asked by Susan on January 17, 2019

Q: Good Evening
I have the ETF RBOT in my TFSA account and it is down 27%. I will appreciate your comments whether to hold it, sell it or average down.
Thank you as always.

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Read Answer Asked by Terry on January 15, 2019

• Box Inc. Class A (BOX $32.94)
  • $32.94 P/E (TTM): 26.65X Cap: $4.78B
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• Spotify Technology S.A. (SPOT $685.29)
  • $685.29 Cap: $137.32B
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• iQIYI Inc. (IQ $2.24)
  • $2.24 P/E (TTM): 21.54X Cap: $2.26B
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Q: You've mentioned these in the past as ones to watch. Current thoughts on these?

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Read Answer Asked by Neil on January 15, 2019

• Sylogist Ltd. (SYZ $5.48)
  • $5.48 Cap: $138M
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• Apple Inc. (AAPL $245.27)
  • $245.27 P/E (TTM): 39.16X Cap: $3.77T
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• Intel Corporation (INTC $36.37)
  • $36.37 Cap: $165.45B
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• Microsoft Corporation (MSFT $510.96)
  • $510.96 P/E (TTM): 38.48X Cap: $3.88T
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• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.70B
  • View CSU Profile
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• Enghouse Systems Limited (ENGH $20.56)
  • $20.56 P/E (TTM): 15.25X Cap: $1.14B
  • View ENGH Profile
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• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.38X Cap: $5.24B
  • View KXS Profile
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Q: I would like to add another tech stock or ETF to my portfolio.I have 10% total in KXS,MSFT, & AAPL. I have been looking at SYZ,ENGH, CSU and Intel.I would like to know which of these stocks held up well during the recent correction.
Thank you for your invaluable service.

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Read Answer Asked by Allen on January 14, 2019

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Just bought one third position at $62, will purchase second third at $70 ish and the final position at $75 ish. What is your thoughts on Square.
Clayton

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Read Answer Asked by Clayton on January 11, 2019

• Open Text Corporation (OTEX $54.04)
  • $54.04 P/E (TTM): 23.63X Cap: $14.03B
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Q: Is this a good stock to hold in a TFSA for a long term hold. Also hold CSU in a non registered account,

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Read Answer Asked by David on January 11, 2019

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.29)
  • $124.29 P/E (TTM): 16.78X Cap: $28.50B
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• Enghouse Systems Limited (ENGH $20.56)
  • $20.56 P/E (TTM): 15.25X Cap: $1.14B
  • View ENGH Profile
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Q: Both appear to be solid performers over time...which of these two would you buy today and for what reasons? Are they different enough that one could buy both without being in the same niche?

C.

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Read Answer Asked by Cameron on January 11, 2019

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
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• Atlassian Corporation (TEAM $144.56)
  • $144.56 Cap: $38.75B
  • View TEAM Profile
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Q: Back in October you discussed SQ and TEAM as US growth stocks worth a look. Any update to these and/or alternatives given the changed environment since then?

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Read Answer Asked by Marc on January 10, 2019

• VIQ Solutions Inc. (VQS $0.19)
  • $0.19 Cap: $11M
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Q: would like your opinion vqs news today, i see
rev for 2019 projected $23 mln u.s. +130% over 2018,
growth through acquisition into u.s..
thanks

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Read Answer Asked by howard on January 09, 2019

• Silicon Motion Technology Corporation (SIMO $85.80)
  • $85.80 P/E (TTM): 35.42X Cap: $3.18B
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Q: Portfolio rebalancing: I am down about 30% on SIMO. Are there a couple of other US stocks that have significantly more upside potential than SIMO .... or are there good reasons to hold on?

This is inside a RIF. Sector weightings are not a concern.

Thanks.

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Read Answer Asked by Donald on January 09, 2019

• Quarterhill Inc. (QTRH $1.07)
  • $1.07 Cap: $126M
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Q: Is this Stock ever going to go up in price , I have had this stock for a very long time their seams to be all kinds of reasons it is not move a great amount is this a dead horse .
Jim.

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Read Answer Asked by James on January 07, 2019

• Quarterhill Inc. (QTRH $1.07)
  • $1.07 Cap: $126M
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Q: In view of today’s PR, do you think they take 10m, or go to trial ? If a new trial moves forward, this could drag 2 + years and no guarantee they would get more money, do I read this right ? The stock is down today, so investors did not like the PR.
What’s your take on it ?
Thanks

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Read Answer Asked by Luc on January 07, 2019