Investment Q&A

Q: I am selling my DH holding in the very near future, and want to replace it with another company in the technology sector. I plan to take about a 4% position with my proceeds from the DH sale along with some additional uninvested capital. Along with my plan to increase my holding in ABT to about 2%, this move would increase my technology holdings to about 6%. I would strongly prefer to buy one company rather than two, and I am debating between KXS and OTEX. I know that KXS appears poised for further growth, while OTEX is more of a mature company, with a track record to support it. If you had to choose one, would you go with the proven entity in OTEX, or the company that appears poised for significant growth in KXS; or would you split the investment and buy both? I am trying to limit my holdings, as I have found that I had too many small positions that didn't really add to my bottom line while increasing my bookkeeping efforts. I would like to take the position some time next week, as I have learned that timing the market does not prove to be as valuable in the long run as spending time in the market. Thanks for reading, and I look forward to your response.

Q: In a general market correction how would you expect these two stocks to behave relative to each other? Or impossible to say?

Q: SYZ has been on a downward trend this past month. Is there an explanation for this movement or might this be an opportunity to increase my position
Thanks

Q: SYZ made a 52 week low today and is trending lower. As a thinly traded stock and with no news evident, is this a buying opportunity or a wait and see? Thanks

Q: NVIDIA (nvda) has done very well from November to February but seems to have lost its momentum since. My question is which is the next NVIDIA and in which sector of the semiconductors do uou think it is best to focus ? For instance, any of the followings would you consider most promising or too risky and why ? Applied Material (amat), Broadcom (avgo), KLA-Tencor (klac), Lam Research (lrcx), Microchip Tech (mchp), Micron Tech (mu), OCLARO inc (oclr), ON Semiconductor (on), Skyworks Solutions (swks), Taiwan Semiconductor (tsm), Texas Instrument (txn). Or any other you have in mind outside that list ?

Love the way you work, you are most helpful. Thanks.

Jacques

Q: We have zero exposure to this space, could you rank these stocks for us please as I would like to pick up two or three names. Any others to consider?
Thanks,
Ted

Q: would appreciate your outlook for sandvine...
they are reporting on april 6th and while one can hope for a positive
result they seem to fail more often than not!!
ed in montreal

Q: Can you comment on ways to access Artificial intelligence exposure...can you recommend any ETF?

Q: Can you update with thoughts on PHO? Any further views on what CEO announcement means for future?

Q: CSU makes up 7.2 percent of my portfolio. My other tech holdings are a minuscule amt of ET, and a little less than 2 percent MDA. Would I be better served by reducing my CSU(held in TFSA) and adding to the other 2? Are there other tech stocks that would work better? I'm retired, but don't yet need $ from investments. On the other hand, I'm loath to lose any!

Q: Hi Peter and Staff,
What do you think about the turnaround story at FireEye. Could this stock get back to the $20-$25 level within the next year or two? According to their inventor presentation released Feb 2/17 "Q4 2016 Financial Results" they have made some progress towards trimming their sale and marketing expenses year over year. Any perspective you have would be appreciated!
Thanks Steve.

Q: Hi, I had to sell some Enghouse for portfolio rebalancing and would like to stay in same sector or with a similar company. Would Open Text be a good replacement? Thanks, Bill

Q: I would appreciate your views on the sharp decline in EXFO's share value today and the possibility of recovery going forward.

Thank you

Q: I’d like to buy GOOG, but the individual stock price is expensive. Am I better off investing in a technology ETF that includes GOOG as a holding?

Q: Any reason for big drop today. Is it a hold, sell or buy more. I have very small position.

Thanks

Q: I would like to buy Kinaxis but it is near the 52 week high. What are your thoughts? In general when a you know a company is a good company, would you still invest when near its 52 week high or do you hope for a pull back?
Thank you
Heather

Q: in your answer to neil you say open text might not have the same potential as shopify or kinaxis, i own lots of all 3 ,but why do you say that.
in a software stock i wants lots of risk and loads of potential.dave

Q: Given the drop in ENGH on the Amazon news, I want to make sure I understand the relationship SHOP has to Amazon. I believe that SHOP provides software to businesses that utilize Amazon but that Amazon does not license, own or necessarily encourage people to use SHOP software. Is that correct? If so, would the risk to SHOP in this "relationship" be if Amazon decided to develop its own software (unlikely, I think) or if Amazon formally named another software partner that businesses would be better of using to deal with them?

Thanks.

Paul F.

Q: I need to add to my tech sector. Would you add ENGH after the drop today? How about DSG? Any others that you would recommend to purchase right now?

Q: I heard the AMZN announced that they are getting into the same space as ENGH and suspect this is a large reason for the drop today. Can you please let me know if this changes your thoughts on ENGH going forward? Perhaps time to sell after a good run and look for better opportunities elsewhere?
Thanks for the help