Investment Q&A

• H2O Innovation Inc. (HEO $4.25)
  • $4.25 Cap: $382M
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Q: I am down approx. 30% on Heo and would appreciate your analysis of their recent results and would you advise hanging on? I am considering selling and buying Pho.

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Read Answer Asked by Steve on September 29, 2017

• Roku Inc. (ROKU $104.82)
  • $104.82 Cap: $15.48B
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Q: Your opinion ? Thank you

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Read Answer Asked by Kamal on September 29, 2017

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $119.72)
  • $119.72 P/E (TTM): 16.68X Cap: $26.86B
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• Enghouse Systems Limited (ENGH $20.59)
  • $20.59 P/E (TTM): 15.38X Cap: $1.13B
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Q: Hello 5i team,
My holdings in the technology sector represent 23% of my portfolio; they consist of CLS, CSU, DSG, ENGH, GIB.A, KXS, OTEX, PHO and SHOP. I wish to shed at least 2 of them; which would you suggest?
Thanks,
Antoine

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Read Answer Asked by Antoine on September 29, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.33)
  • $220.33 P/E (TTM): 92.45X Cap: $286.71B
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Q: Hi, Could you please provide some more details about Clayton's question/comment "Alibaba is seeking to enter the space that SHOP presently occupies". Where can I find the source of this talk/news? Thanks

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Read Answer Asked by rajeev on September 29, 2017

• Mitel Networks Corporation (MNW $14.78)
  • $14.78 Cap: $1.81B
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Q: I would appreciate your comments concerning Mitel Networks as a medium- to long-term hold.
Thanks!

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Read Answer Asked by Gregory on September 28, 2017

• Firan Technology Group Corporation (FTG $11.30)
  • $11.30 P/E (TTM): 26.51X Cap: $284M
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Q: Please provide your opinion on FTG.What are the expected eps & revenue for the next Q?Do you think it will be able to meet them?Is it ok to establish a small position?Recent trading is volatile.Thanks for your usual great services & views.

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Read Answer Asked by Peter on September 27, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.33)
  • $220.33 P/E (TTM): 92.45X Cap: $286.71B
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Q: I would appreciate your comments concerning the press release SHOP issued last night regarding HubSpot. Thank you, Peter

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Read Answer Asked by Peter on September 27, 2017

• Western Digital Corporation (WDC $163.60)
  • $163.60 P/E (TTM): 23.27X Cap: $55.93B
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Q: I am looking into investing in this co or something that does the same job as WDC . My time frame is 2 years . I am looking to put into my tfca acct . Is div safe? Thanks.Alnoor

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Read Answer Asked by Alnoor on September 26, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.33)
  • $220.33 P/E (TTM): 92.45X Cap: $286.71B
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Q: Alibaba is seeking to enter the space that SHOP presently occupies.

Can you give me your opinion on SHOP as it relates to the new entrant to this space - BABA.

As always thanks for your opinion.

Clayton

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Read Answer Asked by Clayton on September 26, 2017

• Quarterhill Inc. (QTRH $1.03)
  • $1.03 Cap: $120M
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Q: IF YOU PERSONALLY HELD THIS WOULD YOU BS OR HOLD. tHX NO PARAMETERS INVOLVED

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Read Answer Asked by JAMES on September 26, 2017

• ROBO Global Robotics and Automation Index ETF (ROBO $68.22)
  • $68.22 P/E (TTM): 20.09X Cap: $1.22B
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Q: I'm interested in the robotics/AI space. Do you like this sector going forward? Do you prefer ROBO or BOTZ and why? Any other suggestions?
Thanks as always,
Dennis

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Read Answer Asked by Dennis on September 26, 2017

• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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Q: Hi RYAN. Great job!Could you give me an update Please! thanking you in advance,, CLIFF

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Read Answer Asked by cliff on September 22, 2017

• NVIDIA Corporation (NVDA $188.08)
  • $188.08 P/E (TTM): 55.62X Cap: $4.57T
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• Advanced Micro Devices Inc. (AMD $237.70)
  • $237.70 P/E (TTM): 148.0X Cap: $386.98B
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Q: Nvda seems like it is shooting for the stars..is it still a buy at these levels. What are your thoughts on buying AMD or intc instead. Thanks. Shyam

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Read Answer Asked by Shyam on September 22, 2017

• Adobe Inc. (ADBE $327.35)
  • $327.35 P/E (TTM): 21.52X Cap: $137.02B
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Q: Can you please give me your opinion on ADBE earings.

Thanks for the great service

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Read Answer Asked by Hector on September 21, 2017

• Applied Optoelectronics Inc. (AAOI $29.10)
  • $29.10 Cap: $1.81B
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Q: Further to Robert's question, and for my learning, what are the implications of such a large short bet on a good company that is performing well? Will there be a 'short covering' rush that will spike the price? What are the possibilities and likelihoods for short term movements of this stock? Thanks for your help!

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Read Answer Asked by Rick on September 21, 2017

• Sylogist Ltd. (SYZ $5.31)
  • $5.31 Cap: $124M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Constellation Software Inc. (CSU $3,392.88)
  • $3,392.88 P/E (TTM): 87.05X Cap: $71.90B
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• Kinaxis Inc. (KXS $180.40)
  • $180.40 P/E (TTM): 139.45X Cap: $5.09B
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• Open Text Corporation (OTEX $50.80)
  • $50.80 P/E (TTM): 23.19X Cap: $12.91B
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Q: Hi 5i team,

Based on current valuations what are your favorite canadian tech names for the long term?

Thanks

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Read Answer Asked by Keith on September 21, 2017

• Heartbeam Inc. (BEAT $1.62)
  • $1.62 Cap: $63M
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Q: How much risk do you see @ current levels? I am looking for a USD growth opportunity for a modest holding for an 11 & 12 year old.

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Read Answer Asked by Joel on September 21, 2017

• NVIDIA Corporation (NVDA $188.08)
  • $188.08 P/E (TTM): 55.62X Cap: $4.57T
  • View NVDA Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.33)
  • $220.33 P/E (TTM): 92.45X Cap: $286.71B
  • View SHOP Profile
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Q: Assuming a 10 year hold, which of SHOP or NVDA would you add for growth at these prices?

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Read Answer Asked by Julian on September 20, 2017

• Applied Optoelectronics Inc. (AAOI $29.10)
  • $29.10 Cap: $1.81B
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Q: I have been following AAOI through a rather wild journey in past couple of months from the 60s to the 90s, then a plunge back to the 60s and, very recently, from 58 last Friday to 66 (~14% inc) on Monday and to 70 (another 6%) to-day, both days on very large volumes. I have looked for explanatory information both on the co. website and the RBC-DI site to no avail. Another startling feature of AAOI is that the shorts are 57% of the float and have been so for the past couple of months.
My questions are: what are the rules surrounding the obligations of a co. to make a statement on such dramatic moves? and do you have any information?

Thanks as always, Bob.

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Read Answer Asked by Lynn on September 20, 2017

• Cisco Systems Inc. (CSCO $71.04)
  • $71.04 P/E (TTM): 28.27X Cap: $280.83B
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Q: Hey 5i,
What's you current thinking on CSCO. I like the dividend and the space it operates in. Is the balance sheet still strong.
Regards,,

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Read Answer Asked by Mark on September 20, 2017