Investment Q&A

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.29)
  • $124.29 P/E (TTM): 16.78X Cap: $27.88B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Descartes Systems Group Inc. (The) (DSG $133.62)
  • $133.62 P/E (TTM): 58.25X Cap: $11.48B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Open Text Corporation (OTEX $54.04)
  • $54.04 P/E (TTM): 24.18X Cap: $13.74B
  • View OTEX Profile
  • View Questions on OTEX

Q: Greetings 5i team:
I own CGI Group in a non-registered account. Without regard to tax implications or trading costs, just looking at the fundamentals and expectations for each company, would you make a switch to either Open Text or Descartes assuming a 3 year or greater time frame?

Thanks as always for your analysis.

Upvote 0

Read Answer Asked by Stephen R. on January 05, 2018

• Tucows Inc. (TC $25.50)
  • $25.50 Cap: $282M
  • View TC Profile
  • View Questions on TC

Q: Hi 5i Team,

What's going on with Tucows? There is lot of activity, mostly down with high volumes. I can't find any news on Tucows.

Thanks,
Bash

Upvote 0

Read Answer Asked by Bashir on January 05, 2018

• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
  • View NVDA Profile
  • View Questions on NVDA

Q: Thinking of getting into this one. Thoughts or suggested alternative for growth in TFSA. Thanks for all you do!

Upvote 0

Read Answer Asked by Danny-boy on January 05, 2018

• ROBO Global Robotics and Automation Index ETF (ROBO $65.31)
  • $65.31 P/E (TTM): 1.77X Cap: $1.14B
  • View ROBO Profile
  • View Questions on ROBO

Q: I am looking to add a AI Stock and an ETF to my portfolio.
What Stock and what ETF would your recommendation be for a long term hold that is focused on AI?

Upvote 0

Read Answer Asked by Ron on January 05, 2018

• Maxar Technologies Inc. (MAXR $70.54)
  • $70.54 Cap: $5.34B
  • View MAXR Profile
  • View Questions on MAXR
  • View Reports on MAXR

Q: I own the above stock which has gone down recently. Should I get out of it now?

George Mani

Upvote 0

Read Answer Asked by George on January 03, 2018

• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.41B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Descartes Systems Group Inc. (The) (DSG $133.62)
  • $133.62 P/E (TTM): 58.25X Cap: $11.48B
  • View DSG Profile
  • View Questions on DSG
  • View Reports on DSG
• Kinaxis Inc. (KXS $182.12)
  • $182.12 P/E (TTM): 156.0X Cap: $5.14B
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 93.35X Cap: $274.67B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: rather than BB what is your best bet in tech for 2018?

Upvote 0

Read Answer Asked by don on January 03, 2018

• QUALCOMM Incorporated (QCOM $153.59)
  • $153.59 P/E (TTM): 16.01X Cap: $165.72B
  • View QCOM Profile
  • View Questions on QCOM
• Knowles Corporation (KN $22.27)
  • $22.27 P/E (TTM): 63.95X Cap: $1.91B
  • View KN Profile
  • View Questions on KN

Q: Dear 5i;
I believe that voice recognition for many PDA devices is going to be a big thing in the future . To that end microphone arrays will be an integral component (hardware ) to accomplish this . Can you provide me one or two names of manufacturers of said arrays ?
Thanks
Bill C

Upvote 0

Read Answer Asked by Bill on January 03, 2018

• BlackBerry Limited (BB $6.28)
  • $6.28 Cap: $3.70B
  • View BB Profile
  • View Questions on BB

Q: With this company being involved in smart car tech is this a company worth investing in for both the short or long term. Does it pay a dividend?

Upvote 0

Read Answer Asked by Antony on January 02, 2018

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: Hi happy New Year and thanks for your help in 2017. Do you think its too late to get into a technology ETF here in the cycle. If you believe is still not too late please recommend your top 2 picks in Canada and the US...Thanks

Upvote 0

Read Answer Asked by Terence on January 02, 2018

• ROBO Global Robotics and Automation Index ETF (ROBO $65.31)
  • $65.31 P/E (TTM): 1.77X Cap: $1.14B
  • View ROBO Profile
  • View Questions on ROBO
• Vanguard Information Technology ETF (VGT $736.33)
  • $736.33 P/E (TTM): 37.24X Cap: $95.61B
  • View VGT Profile
  • View Questions on VGT

Q: What are your favourite ETF(s) or mutual funds for Info Tech exposure outside of Canada?

Thank You
Paul

Upvote 0

Read Answer Asked by paul on January 02, 2018

• ROBO Global Robotics and Automation Index ETF (ROBO $65.31)
  • $65.31 P/E (TTM): 1.77X Cap: $1.14B
  • View ROBO Profile
  • View Questions on ROBO
• Vanguard Information Technology ETF (VGT $736.33)
  • $736.33 P/E (TTM): 37.24X Cap: $95.61B
  • View VGT Profile
  • View Questions on VGT

Q: Happy New Year: in order of best first, could you name your top three tech etf’s.

Upvote 0

Read Answer Asked by Valdis on December 31, 2017

• HIVE Digital Technologies Ltd. (HIVE $9.26)
  • $9.26 P/E (TTM): 50.76X Cap: $2.27B
  • View HIVE Profile
  • View Questions on HIVE

Q: Recently there has been talk about this company in news, blogs and investment circles. Does the company have a reliable business model with foreseeable level of profits? Or is it just purely speculative start-up operating in bit coin space hoping some big player will acquire them? Im not knowledgeable about bit coins or mining so request your advise. Thank you.

Upvote 0

Read Answer Asked by Sridhar on December 27, 2017

• Apple Inc. (AAPL $245.27)
  • $245.27 P/E (TTM): 38.55X Cap: $3.63T
  • View AAPL Profile
  • View Questions on AAPL

Q: Morning 5iResearch Team,
How would the law suits launched against AAPL in connection with older iPhones being rigged to slow their operations, affect your assessment of AAPL? Is it a buy, hold or sell now?
Cheers,

Upvote 0

Read Answer Asked by Harry on December 27, 2017

• Finisar Corporation (FNSR $23.77)
  • View FNSR Profile
  • View Questions on FNSR

Q: Good Morning, I bought Finisar based on Apple's financial commitment. Is this a good investment based on the companies own merits and outlook, or did I make a hasty mistake? Would you consider this a buy, sell or hold? Thanks so much! Linda

Upvote 0

Read Answer Asked by Linda on December 27, 2017

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.29)
  • $124.29 P/E (TTM): 16.78X Cap: $27.88B
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.41B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Knight Therapeutics Inc. (GUD $5.77)
  • $5.77 Cap: $574M
  • View GUD Profile
  • View Questions on GUD
  • View Reports on GUD

Q: On December 22, 2017 the 3 stocks concerned concluded the day at $8.28, $767.34, and $68.92. I assume all should be kept for the future. Only GUD is presently is at problematic value. In agreement ?

Upvote 0

Read Answer Asked by Serge on December 26, 2017

• Oclaro Inc. (OCLR $8.26)
  • $8.26 Cap: $1.41B
  • View OCLR Profile
  • View Questions on OCLR

Q: What is short thesis on Oclaro and what is your opinion?
Thank you.

Milan

Upvote 0

Read Answer Asked by Milan on December 22, 2017

• Micron Technology Inc. (MU $181.60)
  • $181.60 P/E (TTM): 34.53X Cap: $203.83B
  • View MU Profile
  • View Questions on MU
• NVIDIA Corporation (NVDA $183.16)
  • $183.16 P/E (TTM): 54.86X Cap: $4.45T
  • View NVDA Profile
  • View Questions on NVDA

Q: What do you think of Micron Technology today after the results and the healthy bump in price? If you are positive on the company at current valuations would you buy in today or wait for the price to settle down? Would you prefer Micron or Nvidia at current levels on a risk/reward basis?

Upvote 0

Read Answer Asked by Rajiv on December 21, 2017

• Micron Technology Inc. (MU $181.60)
  • $181.60 P/E (TTM): 34.53X Cap: $203.83B
  • View MU Profile
  • View Questions on MU
• Ichor Holdings (ICHR $18.29)
  • $18.29 Cap: $627M
  • View ICHR Profile
  • View Questions on ICHR

Q: You have mentioned ICHR a couple of times as your favorite small cap in the US. Can you give me a few reasons why you like it. Is it a good long term hold. What are some of the risks. I see the valuation to be pretty cheap but I see Micron is very cheap as well based on their earnings. What do you think?

Upvote 0

Read Answer Asked by Imtiaz on December 21, 2017

• Alphabet Inc. (GOOGL $236.57)
  • $236.57 P/E (TTM): 26.08X Cap: $2.92T
  • View GOOGL Profile
  • View Questions on GOOGL
• Microsoft Corporation (MSFT $510.96)
  • $510.96 P/E (TTM): 38.3X Cap: $3.79T
  • View MSFT Profile
  • View Questions on MSFT

Q: I keep hearing that Montreal is the centre of artificial intelligence research in Canada. Are there any investable companies in this field in this region?

Upvote 0

Read Answer Asked by Ken on December 20, 2017

• BlackBerry Limited (BB $6.28)
  • $6.28 Cap: $3.70B
  • View BB Profile
  • View Questions on BB

Q: Hi 5i Team, when is BB going to report it's earnings, if they had, what is your opinion? Merry X'mas to You All and Your Families and Have a Happy and Prosperous 2018 New Year. Thank You, Catherine

Upvote 0

Read Answer Asked by Catherine on December 20, 2017