Investment Q&A

• BMO MSCI China Selection Equity Index ETF (ZCH $20.58)
  • $20.58 P/E (TTM): 18.05X Cap: $124M
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• iShares China Index ETF (XCH $25.78)
  • $25.78 P/E (TTM): 28.92X Cap: $188M
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Q: I'm thinking of taking a large position in China using ZCH & XCH to cover both the Tech and Financial sectors, do you have any advice regarding China and these choices? Thank you!

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Read Answer Asked by Pat on May 10, 2017

• Tucows Inc. (TC $26.35)
  • $26.35 Cap: $291M
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Q: Thoughts on Tucows earnings? In the short term does a pullback present an opportunity to pick up some shares for the long term?

Thanks,

John

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Read Answer Asked by Gooding on May 10, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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Q: Hi 5i!

With Shopify taking off like a rocket, when do you think is a great time to take some money off the table? Is this stock heading to $200?

Thank you as always!

Tom

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Read Answer Asked by Tom on May 10, 2017

• NVIDIA Corporation (NVDA $177.99)
  • $177.99 P/E (TTM): 56.45X Cap: $4.34T
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Q: Would you be able to provide analysts' expectations for NVDA's earnings release scheduled for later today?

Thank you, Peter

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Read Answer Asked by Peter on May 09, 2017

• Open Text Corporation (OTEX $45.15)
  • $45.15 P/E (TTM): 13.15X Cap: $11.48B
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Q: based on today's weakness, some research, and 5i positive opinion of the company i have waded in with a new position in OTEX worth 2.5% of my portfolio. hopefully 2 years from now this would be considered a good entry point.

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Read Answer Asked by Richard on May 09, 2017

• Open Text Corporation (OTEX $45.15)
  • $45.15 P/E (TTM): 13.15X Cap: $11.48B
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Q: Thoughts on Open Text's earnings?

Is a dip an opportunity to add to long term holdings? If so how long does one wait before making a purchase?

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Read Answer Asked by Gooding on May 09, 2017

• Open Text Corporation (OTEX $45.15)
  • $45.15 P/E (TTM): 13.15X Cap: $11.48B
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Q: Would you buy open text today? Any thoughts about this co. Thanks. Alnoor

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Read Answer Asked by Alnoor on May 08, 2017

• Mitel Networks Corporation (MNW $14.78)
  • $14.78 Cap: $1.81B
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Q: Further to my question on May 4,Mnw tanked the last 2 days.Is there any reason(s)?It may have dropped after the conference call on May 4 morning.If possible do not deduct a credit.Thanks for your usual great services & views

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Read Answer Asked by Peter on May 08, 2017

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $134.08)
  • $134.08 P/E (TTM): 17.41X Cap: $30.08B
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• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
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Q: Best diversification suggested overall ?

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Read Answer Asked by Serge on May 08, 2017

• Collectors Universe Inc. (CLCT $91.92)
  • $91.92 P/E (TTM): 47.28X Cap: $852M
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• Cognex Corporation (CGNX $44.76)
  • $44.76 P/E (TTM): 61.94X Cap: $7.51B
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Q: Hello Peter, I have positions in several US stocks, including JPM, JNJ, ADM, GOOGL, MET, PG, KHC, GE and CISCO. I would like to add a solid US stock for a long-term hold. A few weeks ago, you mentioned a smaller company, Collectors Universe, as a investment idea. The dividend is excellent and it has a pretty good track record of share price gains. Do you still like this as a current buy, or would you prefer something like ITRI, EBIX, FLIR or CGNX (which you've also mentioned). I don't need the income, so my criterion would basically be the best longer-term, overall, risk-adjusted return. Thank you!

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Read Answer Asked by James on May 05, 2017

• Evertz Technologies Limited (ET $12.15)
  • $12.15 P/E (TTM): 15.36X Cap: $920M
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Q: I noticed that you have this stock on the Income Portfolio, if you could only choose one technology for a RRSP from all 3 portfolio that you cover would you choose still ET or one of the other tech stock that you cover? This is for a long term hold. If you were to choose another stock which one would it be?

Thanks

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Read Answer Asked on May 05, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
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Q: Is Shopify buyable here or is it too expensive? I realize it is growing quicky but the stock never seems to pull back. Also, please charge me two question credits if you like, but what are the consensus revenue figures for 2018, 2019 and 2020. Thanks.

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Read Answer Asked by Michael on May 05, 2017

• Keysight Technologies Inc. (KEYS $166.87)
  • $166.87 P/E (TTM): 37.61X Cap: $28.71B
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Q: What is your outlook for the company? Thank you

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Read Answer Asked by Tova on May 04, 2017

• Mitel Networks Corporation (MNW $14.78)
  • $14.78 Cap: $1.81B
  • View MNW Profile
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Q: Please your view on Mitel's results released today.I am down 17%.Is it worth holding?If not,please suggest your best 3 stocks(in order of preference) as replacement.Always appreciate your usual great services & advices.

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Read Answer Asked by Peter on May 04, 2017

• Amazon.com Inc. (AMZN $228.84)
  • $228.84 P/E (TTM): 33.83X Cap: $2.44T
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
  • View SHOP Profile
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Q: The accelerating economic trend towards online commerce is one I feel is woefully underrepresented in my current portfolio. How would you suggest I address this today? Buy AMZN? Buy SHOP? Would half positions make sense given the strong runs these stocks have had?

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Read Answer Asked by Patrick on May 04, 2017

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $134.08)
  • $134.08 P/E (TTM): 17.41X Cap: $30.08B
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• Constellation Software Inc. (CSU $4,549.91)
  • $4,549.91 P/E (TTM): 110.08X Cap: $96.41B
  • View CSU Profile
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• Kinaxis Inc. (KXS $194.59)
  • $194.59 P/E (TTM): 164.37X Cap: $5.50B
  • View KXS Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
  • View SHOP Profile
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Q: I am underweight technology and have targeted KXS as my first purchase in this sector. Can I please get your other top 3 technology picks to build a well diversified technology portfolio.

Thanks and keep up the great work!

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Read Answer Asked by Scott on May 04, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
  • View SHOP Profile
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Q: After that huge run up yesterday, I see on Twitter that Merrill Lynch has an out rite sell on the stock
What are your thoughts going forward.
Thanks

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Read Answer Asked by Rick on May 03, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
  • $196.52 P/E (TTM): 77.53X Cap: $255.35B
  • View SHOP Profile
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Q: Would you consider SHOP a buy at these levels.

Thank You
Craig

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Read Answer Asked by Craig on May 02, 2017

Q: Can you please give me your thoughts on Imperva (IMPV)?

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Read Answer Asked by adam on May 02, 2017

• NexJ Systems Inc. (NXJ $0.54)
  • $0.54 Cap: $11M
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Q: Can you please comment on the recent NXJ results, they don't seem to sit well with the market. Do you think it has potential?

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Read Answer Asked by Andrew on May 01, 2017