Investment Q&A

• Applied Optoelectronics Inc. (AAOI $29.25)
  • $29.25 Cap: $1.85B
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Q: I have a position in AAOI with an entry price just slightly higher than the price as I write. Would you be inclined to hold or sell?

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Read Answer Asked by Rick on October 06, 2017

• LeoNovus Inc. (LTV $0.04)
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Q: Hi Team 5i:
This small cap company has had some activity over the past few days. Can you please give your analysis. Thanks. Stan.

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Read Answer Asked by Stan on October 06, 2017

• Amplify Cybersecurity ETF (HACK $81.11)
  • $81.11 P/E (TTM): 38.72X Cap: $2.10B
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• First Trust NASDAQ CEA Cybersecurity ETF (CIBR $72.36)
  • $72.36 P/E (TTM): 40.32X Cap: $10.72B
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Q: I am considering a cyber security ETF. There seem to two based in the US (HACK & CIBR)and one Canadian that can be hedged or not hedged (CYBR & CYBR.B).

The Canadian listed ones don't seem to have much volume but are also pretty new.

Would you have a preference or one that you would recommend?

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Read Answer Asked by David on October 05, 2017

• Oracle Corporation (ORCL $180.03)
  • $180.03 P/E (TTM): 43.67X Cap: $512.73B
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Q: I recently sold my last bit of AAOI and am looking to replace it with something in the tech space. I own enough Canadian tech stocks so I am looking to the US where I own GOOGL and SQ. My question is, what do you think of ORCL? I am looking for growth and stability for a long term hold.

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Read Answer Asked by Alex on October 05, 2017

• Check Point Software Technologies Ltd. (CHKP $188.00)
  • $188.00 Cap: $20.30B
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Q: Would this be your favourite cyber security stock for a growth investor?

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Read Answer Asked by Christopher on October 04, 2017

• ROBO Global Robotics and Automation Index ETF (ROBO $68.37)
  • $68.37 P/E (TTM): 21.6X Cap: $1.25B
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• Evolve Automobile Innovation Index Fund (CARS $25.98)
  • $25.98 P/E (TTM): 24.45X Cap: $16M
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Q: Good morning,

I am interested in an ETF (cdn or us) that will benefit from the new technology used with driverless cars.

thanks

Carl

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Read Answer Asked by Carl on October 04, 2017

• Quarterhill Inc. (QTRH $0.95)
  • $0.95 Cap: $110M
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Q: appreciate your comments on the financial report released today for QTRH
ed in Montreal

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Read Answer Asked by ed on October 02, 2017

• Spectra7 Microsystems Inc. (SEV $0.01)
  • $0.01 Cap: $1M
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Q: What's your current view 0f this co. Still too early to take a position?

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Read Answer Asked by Henry on October 02, 2017

• 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 $110.87)
  • $110.87 Cap: $15.91B
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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 $127.18)
  • $127.18 P/E (TTM): 17.02X Cap: $27.90B
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• Enghouse Systems Limited (ENGH $20.91)
  • $20.91 P/E (TTM): 15.4X Cap: $1.16B
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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 $229.90)
  • $229.90 P/E (TTM): 142.92X Cap: $290.21B
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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 $11.50)
  • $11.50 P/E (TTM): 26.74X Cap: $287M
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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 $229.90)
  • $229.90 P/E (TTM): 142.92X Cap: $290.21B
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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 $175.01)
  • $175.01 P/E (TTM): 25.37X Cap: $59.68B
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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 $229.90)
  • $229.90 P/E (TTM): 142.92X Cap: $290.21B
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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 $0.95)
  • $0.95 Cap: $110M
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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 $68.37)
  • $68.37 P/E (TTM): 21.6X Cap: $1.25B
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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