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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: I was considering selling Enghouse based on the most recent earnings report and buying either Shopify or Open text.
Read Answer Asked by David on March 12, 2019
Q: In a post last week you noted that OTEX insiders own 2.2% of the company. This does not appear to be a significant amount. Thus, I was a little concerned to see that OTEX made the top 5 list for net insider selling on the Canadian Insider website, with over 200,000 shares sold. Do you think there is reason to be concerned?
Read Answer Asked by Ken on March 11, 2019
Q: Hi,
I'm currently holding SHOP with a large gain and the position is close to 10% of my portfolio. What do you think about trimming that position and investing some of the profits into LSPD currently? Would you wait a quarter first before buying LSPD or average into the position over the next year? Also these two companies operate fairly similar, what are the main differences?

Thank you!
Read Answer Asked by Keith on March 11, 2019
Q: What are your thoughts on this one? I'm looking for growth.
Read Answer Asked by Danielle on March 09, 2019
Q: After reading a detailed report of the semi space I'm more confused than before. A brief comparison and outlook of these 3 please? Deduct credits as you see fit of course.
Read Answer Asked by Charles on March 09, 2019
Q: When answering Scott's question about the lightspeed IPO you said Shopify is 10X sales. On the 5i's website under companies it says SHOP is 55X sales and on Yahoo finance it says 25X sales on the TSX and 19X in the US.

Can you tell me where these discrepancies come from? It makes it difficult to compare companies. Is it best just to do the math yourself?

Thanks.
Read Answer Asked by Dennis on March 09, 2019
Q: Good Morning,

What would be your top 2 or 3 picks for cloud space investments in the USA and Canada?

Thank you!
David
Read Answer Asked by David on March 08, 2019
Q: Good Day Team,

Between VEEV and AYX which would you prefer for long term and why? Would you please compare them on their:
1- Quality of management, 2- Software competitiveness, 3- Potential for growth, 4- Current valuation, 5- Balance Sheet.

Much appreciated as always!
Read Answer Asked by Saeed on March 08, 2019
Q: Hi team,

As you know from my questions, I like tech and am a growth investor. I do own some lower beta non-tech stocks as a counter-balance; I just don’t ask a lot of questions on them. The cloud is working these days, with a few normal hiccups. I follow a ton of stocks in the space, so I will ask about five (down from ten) that were bid very high going into earnings, that is, TEAM, TTD, SPLK, AYX, WDAY. Earnings and guidance, as far as I can recall were great, yet the stocks sold off. I attribute it to normal profit taking after big run-ups. I own TTD and TEAM. I owned WDAY in the past, but sold it prematurely. I am a bit shocked and impressed today how AYX shot up about 5% when the market had an awful day. I could see no news on that on the websites I check. Any reason for that? How would you rank these five for growth prospects over the next several years and are there any red flags or undue risks for any so that you would avoid that company?

Thanks again,
Dave
Read Answer Asked by Dave on March 08, 2019
Q: I have been contributing to my TFSA since inception and I currently have $90,000. I just put in $6000 as my 2019 contribution and I'm wondering what stocks I should look at. I'm 27 years old, have a long term time horizon, and I'm very comfortable with a lot of risk. Looking mainly for growth at this point. I currently have 30% of my account in the following (wxm, iwo, xsu, tdb3055 and RBF1035) (pretty well equal amounts). In addition I hold T, rY, BNS, JE, Enb, dol, ala, cjr, and fts all set up in Drips in roughly equal amounts. I also hold about 10% of my tfsa in ABM, EDT, loto and GQ for risky plays, all of which are down 50% except abm which is up 50%. what do you suggest adding at this point? Thanks so much!
Read Answer Asked by Danielle on March 08, 2019
Q: Hi Team,
Could you suggest one or more of ETF/s for US Tech sector/s, either in US$ and or C$. for long term holding.
Thanks as always,
Regards, Tak

Read Answer Asked by Tak on March 07, 2019
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