Investment Q&A

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

Q: can you please recommend a way to invest in AI, either an etf or names of 2-3 companies
it is for tfsa and i am ok with risk
thanks
peter

Q: Hi Peter, Ryan and all,

I am a rational DIY investor who adheres to the diversity mantra but I am considering a slightly radical move. Here's the thesis, which is about energy: at the beginning of the year my oil and gas exposure - 6 stocks, all solid choices - was already on the light side at about 8% of my portfolio. Just shy of 1/4 through the year they are down a cumulative 10% (9% including dividends). My thinking is that:

a) global demand will be flat-ish, as non renewable energy sources gradually gain strength, off setting increasing demands elsewhere.

b) it's somewhat amazing that the OPEC production cut is holding but I'm not confident that it will long term, which could lead to the spigots being turned on full blast again.

c) technological gains mean a decreasing cost to extract every last drop of oil, as evidenced by the Americans in the Permian Basin and elsewhere.

Bottom line is I'm not buying the global oil inventory coming into balance scenario meaning further pressure on prices. That 8% of my portfolio figure is now 7.1% and dropping. Contrary to oil I have been knocking it out of the park on the tech side - 10% of the portfolio - with NVDA, SHOP, KXS, OTEX and AT and am considering getting right out of energy and deploying that 7% into tech and healthcare.

I am well represented in all other sectors except materials - don't like the volatility - so would then be skipping two sectors.

I know this is a deeply personal investing decision but your thoughts are appreciated conceptually.

Thanks!

Q: I would love to see a 5i indepth report on SHOPify to fully understand different aspects. This company seems to be growing great guns. It is now over 8% of my portfolio and I am tempted to let it run. My rationale being that this is a company which is doing e-business for thousands of other companies in different sectors. In that sense it is a well diversified entity in itself (or so I convince myself). What are your thoughts?

Q: I am light on tech/growth stocks. Plan to add 3-4 names to total about 10-15% of portfolio. Want growth,can take fair degree of risk. I am considering the following- KXS, SIS, PHO, ITC, OTEX. Any preference among these or any better ideas?
Thanks Jim

Q: I am looking to add a technology stock to my TFSA. I am considering SHOP. Would this be a good buy or would you prefer another company. Currently I have no technology holdings.
Thank You
Craig

Q: I have a question about Kinaxis Inc. There has been significant insider selling lately. Does insider selling signal lack of confidence in additional near-term growth?

Q: Can you belief a stock can drop that fast and still no news WOW you got love those stock promoters, still can't see any news except no material change, thank god for the advise and the service you provide.

Q: 5i Team I would value your opinion of Himax. I have been watching for sometime and it appears to be on a move and would like your insight on this company.

Q: Hi 5iTeam - SEV popped a bit today can you please comment and are you still looking favourably at SEV and VR/AR going forward and are you still positive on google. Thanks!

Q: Can you give me a an over view of Progress software and comment on its current valuation? I'm looking for small cap US tech exposure and I've honed in on this name and Global Scape (GSB:US). Which of the two would you recommend if any or should I just buy both? Thanks

Q: What is your view on MOGO. There is some insider buying, and bottoming on the chart, but it is hard to tell if they offer something new.
Peter

Q: Hi, Shopify's share price has gone up a lot in the past 3 months. Do you think if there's still much growth potential for it's stock?

Q: I have a small holding in GIB.A and would like to add to it or sell it. It's been going nowhere for a year now. There was a big spike in volume this morning - any news? I also have DSG and OTEX and could sell CGI and add to these or another teck such as KXS.
Thanks

Q: Peter, I have some cash to add to either my Kinaxis or Enghouse positions in my TFSA. Both have done nicely over the past 6 months. ENGH, especially, has recent momentum. Which would you suggest to add to for a long-term hold. Thanks!

Q: Just wondering if 5iResearch has any information on projected drone sales (in N. America and/or worldwide) over the next 5 years.

Cheers

Q: Is BB stock on the cusp of a price turnaround? BB software is currently used in over 60 million vehicles including all the big name manufacturers. BB recently inked a software contract with Ford. In addition, according to some analysts “BBRY can be the intelligent infrastructure system provider for the new collar industry" -- next-gen jobs that are a hybrid of blue collar and white collar -- "which we think could be 10% of [a] $200 billion infrastructure spend, or $20 billion,” It seems to me BB has the talent to continue to develop the new age software but can they execute?
What does 5iR think?
As always thanks team. Chris

Q: Hi. I'm looking for a couple of big, solid US tech names with growth which would be less likely to be impacted by any US-China trade spat. I already own AVGO, TXN, FB and GOOG.

Q: For US tech I own NVDA,BIDU, FB and GOOG. BIDU has been underperforming and I am wondering about your opinion of it from a growth perspective. I am considering selling it and adding to the others.