Investment Q&A

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $39.13)
  • $39.13 P/E (TTM): 12.14X Cap: $381M
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• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $176.14)
  • $176.14 P/E (TTM): 29.26X Cap: $2.84B
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• State Street Financial Select Sector SPDR ETF (XLF $55.73)
  • $55.73 P/E (TTM): 16.66X Cap: $54.07B
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• Vanguard Information Technology ETF (VGT $761.96)
  • $761.96 P/E (TTM): 37.87X Cap: $111.34B
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Q: My TFSA is all in Can $. I have $12000.00 to add this year, so would like your opinion, on the US Tech sector, or the US Bank sector.
I would buy a ETF. At this time would you go hedged or unhedged?
Thanks for your continued support.
Shirley

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Read Answer Asked by Shirley on January 10, 2018

• Ichor Holdings (ICHR $23.77)
  • $23.77 Cap: $817M
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Q: Hello,
Any thoughts on the weakness in Ichor? Could you please comment on its valuation and growth. Do you still like it as small cap in semiconductor sector? Is this a buying opportunity.
Thanks
Victor

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Read Answer Asked by Victor on January 10, 2018

• BlackBerry Limited (BB $5.34)
  • $5.34 Cap: $3.15B
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Q: Gentleman, has your opinion on BlackBerry changed following their recent announcement with Alibaba?

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Read Answer Asked by Leo on January 10, 2018

• Miscellaneous (MISC)
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Q: Hello Peter!
I have in my US$ portfolio 6 stocks FB,SHOP,CGNX,AMZN,NVDA,SQ, .
I want to add another 2 or 3 US stocks pretty much good one like those mentioned above. Please provide me with some good ideas. (I was thinking about ADBE & QLD.

Thanks Andrew.

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Read Answer Asked by Andrzej on January 09, 2018

• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 45.92X Cap: $4.49T
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Q: Hi 5i Team! Considering the high value of NVIDIA at this time, would you still consider it Ok to start a long term position in it now? Thanks, Tamara

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Read Answer Asked by Tamara on January 09, 2018

• BlackBerry Limited (BB $5.34)
  • $5.34 Cap: $3.15B
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Q: Hello 5i,

Can I please get your opinion on BB? I'm thinking of taking 1/2 position in the stock within my TFSA.
Thanks

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Read Answer Asked by Reg on January 09, 2018

• Tucows Inc. (TC $32.55)
  • $32.55 Cap: $363M
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Q: In your view is there any validity to the issues raised by Copperfield in its latest report on Tucows? Do you believe the news is overstated or has enough come to light here to reconsider a position?

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Read Answer Asked by Andrew on January 09, 2018

• Tucows Inc. (TC $32.55)
  • $32.55 Cap: $363M
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Q: What is happening to this stock, should I hold or sell?.

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Read Answer Asked by Nizar on January 09, 2018

• Horizons Robotics and Automation Index ETF (ROBO)
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Q: I am interested in dipping my toe into stocks in the artificial intelligence and internet of things field. Do any stocks with large growth potential jump right out at you? I am prepared to be patient. Thanks
John

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Read Answer Asked by John on January 09, 2018

• Avigilon Corporation (AVO $26.98)
  • $26.98 Cap: $18.39B
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• Kinaxis Inc. (KXS $177.44)
  • $177.44 P/E (TTM): 101.78X Cap: $4.92B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 147.76X Cap: $298.03B
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Q: What sector do you see most opportunity in 2018 and top 3 names in the space?

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Read Answer Asked by Kenny on January 09, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 45.92X Cap: $4.49T
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Q: I own a full position in Photon. Is adding NVDA putting too many eggs in the semiconductor basket？I am already pretty heavy in tech.

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Read Answer Asked by Ryan on January 09, 2018

• Miscellaneous (MISC)
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Q: Hello,

If Cannibis and Blockchain companies were to go through a large correction, what would your view be on how it would effect the rest of the tsx?

Regards,

Robert

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Read Answer Asked by Robert on January 08, 2018

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $130.73)
  • $130.73 P/E (TTM): 17.81X Cap: $28.38B
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• Descartes Systems Group Inc. (The) (DSG $121.82)
  • $121.82 P/E (TTM): 50.66X Cap: $10.47B
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• Open Text Corporation (OTEX $45.61)
  • $45.61 P/E (TTM): 16.92X Cap: $11.33B
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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.

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

• Tucows Inc. (TC $32.55)
  • $32.55 Cap: $363M
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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

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Read Answer Asked by Bashir on January 05, 2018

• NVIDIA Corporation (NVDA $184.86)
  • $184.86 P/E (TTM): 45.92X Cap: $4.49T
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Q: Thinking of getting into this one. Thoughts or suggested alternative for growth in TFSA. Thanks for all you do!

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

• ROBO Global Robotics and Automation Index ETF (ROBO $73.20)
  • $73.20 P/E (TTM): 24.95X Cap: $1.35B
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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?

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Read Answer Asked by Ron on January 05, 2018

• Maxar Technologies Inc. (MAXR $70.54)
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Q: I own the above stock which has gone down recently. Should I get out of it now?

George Mani

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Read Answer Asked by George on January 03, 2018

• Constellation Software Inc. (CSU $3,324.75)
  • $3,324.75 P/E (TTM): 76.06X Cap: $70.45B
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• Descartes Systems Group Inc. (The) (DSG $121.82)
  • $121.82 P/E (TTM): 50.66X Cap: $10.47B
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• Kinaxis Inc. (KXS $177.44)
  • $177.44 P/E (TTM): 101.78X Cap: $4.92B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.03)
  • $229.03 P/E (TTM): 147.76X Cap: $298.03B
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Q: rather than BB what is your best bet in tech for 2018?

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Read Answer Asked by don on January 03, 2018

• QUALCOMM Incorporated (QCOM $177.78)
  • $177.78 P/E (TTM): 36.3X Cap: $190.40B
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• Knowles Corporation (KN $23.13)
  • $23.13 P/E (TTM): 33.64X Cap: $1.96B
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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

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Read Answer Asked by Bill on January 03, 2018

• BlackBerry Limited (BB $5.34)
  • $5.34 Cap: $3.15B
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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?

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Read Answer Asked by Antony on January 02, 2018