Q: What are your thoughts on Absolute Software (TSX:ABT)?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $161.51)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $76.65)
Q: Hi Peter, I have 2 of your tech companies, but was thinking of adding some XIT to bring my IT up to 10% to 15%. Is there a better ETF?
Q: Hi 5i Team!
FTG was a top pick on Market Call yesterday and is among the most active on the TSX today. Your lone opinion on FTG on April 12 indicates a positive impression and outlook. Would you please expand on your opinion as follows:
What current metrics matter to 5i when evaluating this company now, and how does this guide you in forming your opinion?
What metrics would you focus on when evaluating FTG a year from now?
What industry do they serve, and who are their main customers To what extent do they depend on domestic and export sales of their technology?
Is FTG a good candidate for a 2-3% patient wealth building portfolio or do you consider more of a cyclical investment?
Is FTG the kind of investment that would possibly considered by 5i in future as a candidate for the Growth Portfolio?
Appreciate your opinion, as always...
SGR
FTG was a top pick on Market Call yesterday and is among the most active on the TSX today. Your lone opinion on FTG on April 12 indicates a positive impression and outlook. Would you please expand on your opinion as follows:
What current metrics matter to 5i when evaluating this company now, and how does this guide you in forming your opinion?
What metrics would you focus on when evaluating FTG a year from now?
What industry do they serve, and who are their main customers To what extent do they depend on domestic and export sales of their technology?
Is FTG a good candidate for a 2-3% patient wealth building portfolio or do you consider more of a cyclical investment?
Is FTG the kind of investment that would possibly considered by 5i in future as a candidate for the Growth Portfolio?
Appreciate your opinion, as always...
SGR
Q: Intrinsyc technologies reported Q1 results. It appears to be really strong revenue growth once again. This TSX-listed technology stock deserves much more attention. What is your opinion?
Q: read your response to Dennis regarding what seems to be a more positive outlook for Win...
in your analysis, do you use technicals and if so what would be your technical outlook for Wi-lan??
in your analysis, do you use technicals and if so what would be your technical outlook for Wi-lan??
Q: I am thinking of buying the above but still may favor a u.s. equivalent. Any suggestions. I own ULTI.
Q: With the recent uptick in wi-lan do you still think its a cheap stock and safe to buy at this level for a long term hold.
Q: Can you please let me know why the above stock is going up. At one time I was losing money, now I am making. Also, I would like to add Argonaut Gold in my watch list but am not able to.
Q: In my RRSP account,I had double position in ESL, I sold half today, and thinking to add another Tech company for diversification. Which one you prefer, SH ,OTC, FB or other name. I already have KXS, DH, SIS.
Thanks
Kuldip
Thanks
Kuldip
Q: Hi folks,can I please get your opinion on Q results for Redknee,I know they pre-announced bad so Q not surprise,but with some deals announced after Q results,is there hope for this company.Have small position and would you average down or is this an avoid,thanks as always,jb
Q: My technology companies are AAPL, AVO, CSU, ESL, OTC,PUR and TNC. Together they represent 18 percent of my portfolio. How would you suggest I go about adding SH or KXS? Should I just go overweight with technology or replace 1 or 2 or more. Or just stick with what I have and not fit these two additions. If you suggest only one of SH and KXS then could you please specify which one.
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Enghouse Systems Limited (ENGH $22.61)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
Q: Hi 5i Team!
It looks ESL does not have price momentum, and SH experienced a strong reversal despite reporting decent numbers last week.
Is this a sector trend following the recent trend by CSU?
What is your expectation for forward looking results for ESL and SH for the next 2 - 4 quarters? Is this an opportune time to buy both?
Which is the better choice for capital appreciation for the next 12 months?
SGR
It looks ESL does not have price momentum, and SH experienced a strong reversal despite reporting decent numbers last week.
Is this a sector trend following the recent trend by CSU?
What is your expectation for forward looking results for ESL and SH for the next 2 - 4 quarters? Is this an opportune time to buy both?
Which is the better choice for capital appreciation for the next 12 months?
SGR
Q: HEY GUYS WHAT`S YOUR OPINION ON THIS COMPANY
THANKS
PETER
THANKS
PETER
Q: Hi, could you please comment on Kinaxis earnings and its guidance for 2016. Do you believe, this new addition to the Balanced Portfolio is meeting/beating your expectations and showing signs of a long runway of growth ahead of it (early days now). Thanks
Q: Peter and His Wonder Team
I have read your previous comments about BB and agree it is a unique puzzle and enigma! Ha!Ha! Currently it is only $1.00 above Book Value and approaching it's annual low. Could I please have your current opinion on this stock? Does the low price justify the risk? Could they be eventually bought out for there patients and security features? Does this qualify as a reasonable contrarian play?
Your opinions are always thought provoking and invaluable.
With respect...
Dr.Ernest Rivait
I have read your previous comments about BB and agree it is a unique puzzle and enigma! Ha!Ha! Currently it is only $1.00 above Book Value and approaching it's annual low. Could I please have your current opinion on this stock? Does the low price justify the risk? Could they be eventually bought out for there patients and security features? Does this qualify as a reasonable contrarian play?
Your opinions are always thought provoking and invaluable.
With respect...
Dr.Ernest Rivait
Q: Hi 5i - I have enjoyed the run up on WIN (now only down 6%) - I was considering taking the small loss and investing the cash in KXS (since its pulled back) - would you endorse the switch? I understand that KXS is still a risky investment, but sounds like a much better company overall? Thanks, Neil
Q: Hello Gentlemen,
What do you think about Facebook plans to actually split their shares and to introduce new classes of shares? Are there some potential concerns for class A shares owners? Thank you for advice!
What do you think about Facebook plans to actually split their shares and to introduce new classes of shares? Are there some potential concerns for class A shares owners? Thank you for advice!
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $132.75)
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Constellation Software Inc. (CSU $4,470.99)
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Enghouse Systems Limited (ENGH $22.61)
Q: Can you please briefly compare the 3 tagged companies in terms of how cheap they are on a valuation basis, their international exposure, and their expected growth rates?
If you had to pick 1 or 2 of them to put money in now what would you choose?
Thank you.
If you had to pick 1 or 2 of them to put money in now what would you choose?
Thank you.
Q: How much risk has been added to the share price of Poet Technologies with the acquisition of DenseLight? I know you had considered it expensive at $1.00. The price is now $1.35 (Apr. 28 close). Is the present risk/reward ratio as attractive as their apparent technology?
Q: I know this is a small cap with low volume, but seems to have earnings and momentum. Your comments, please Thanks Jim