Investment Q&A

Q: I have done nicely with this quiet stock. Should I continue to hold? Thank you, Bill

Q: Hi Team,
Given the drastic pull back since WDC's record highs reached back in March, is it a hold, buy or sell? I currently have a 2% position on WDC.
Regards,

Q: Aug 1, 2018 - CAE acquires Alpha-Omega Change Engineering (AOCE)
CAE today announced that CAE USA Mission Solutions Inc., a subsidiary of CAE USA, has acquired Alpha-Omega Change Engineering (AOCE) for approximately US$29 million, excluding post-closing adjustments. The acquisition will enhance CAE USA’s core capabilities as a training systems integrator (TSI), grow CAE’s position on enduring platforms such as fighter aircraft, and expand the ability for CAE USA to pursue higher-level security programs in the United States.

AOCE, based in Williamsburg, Virginia, provides a range of aircrew training services, operational test and evaluation, and engineering support services to the U.S. Department of Defense and U.S. intelligence services.

Would you please provide your opinion of this acquisition by CAE and what is their competition in the Defense Sector?
Thanks

Q: Hello 5i gang,
What is your opinion on ANET for a full position buy now?
Thanks,
Ken

Q: Hi,
Could I have your analysis of Baylin's results ?

Thanks

Q: Can you please comment on RPD’s results. Thank you

Q: I currently own PHO 3% RHT 2% AND KXS 5% I would like to add one more tech stock and wonder which would be the best fit with the 3 that I currently own. . CLS, TSGI, or OTEX.

Thanks

Q: Can you please comment on the Earnings and how the Market might react.

Thanks Valter

Q: please comment on the latest Q.l

Q: Hi Peter and Ryan,
What is your take on Electro Scientific Industries qtr report and the guidance, do you see positive sign for the future? Should I continue to hold this stock?

Thank you for your great service!

Q: I have a question about CGI. Please comment their results and also what is their debt level. Is it comparable to other companies equivalent to them or is it better.

Thank you

Q: God morning,

Is it better to own ETF XIT or own only one tech stock OTEX?

Thanks

Q: Please comment on Cognex earning release. The price is surging.
Thanks a lot

Q: What is Blockchain Technology. How does it work ? What is the Future ? RAK

Q: At what stage do you think the pull back becomes overdone? Curious to know how far you think it will keep going down, to the extent anyone can say, and when it looks like a good buy? Thanks.

Q: Any reason why Shopify has sold off recently? It is my largest holding in a well diversified portfolio. I am not risk adverse but what in your opinion would be a maximum percentage holding for this stock.

Thanks

Peter

Q: What stock is most likely to reward investors who want to take advantage of the new 5g technology?

Q: I am down 25% on CGNX. Would you recommend holding or replacing with something with a better 24 month outlook? Recommendations?

Q: FLIR reported the other day and the stock popped nicely after suffering a sell off prior. In trading on Friday it barely budged (very reassuring). What did you think of the quarter and its go forward outlook?

Q: My portfolio lacks a serious commitment to technology although it is reasonably well balanced across the remaining sectors emphasizing a conservative income approach. To address the tech sector, I thought I would start easy, as it were, by investing in either ZQQ or XQQ. For an investor in his mid seventies, with a low comfort level in most things tech, that would appear to me to be the way to go. Appreciate your view.
Thank you.
Geoff