Investment Q&A

• Open Text Corporation (OTEX $54.04)
  • $54.04 P/E (TTM): 23.63X Cap: $14.03B
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Q: Hello 5i, can you please provide the technicals (P/E etc.) on this company and would you recommend it for a long term hold. Thank you.

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Read Answer Asked by Valter on November 15, 2016

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $60.00)
  • $60.00 P/E (TTM): 34.96X Cap: $4.16B
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Q: I hold XQQ and have a small gain. In light of the US election result would you recommend holding on to this etf? Or, would you switch to a Dow based etf? Thanks, Bill

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Read Answer Asked by Bill on November 14, 2016

• Chesswood Group Limited (CHW $0.90)
  • $0.90 Cap: $18M
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Q: I am considering taking a position in either Absolute Software or Chesswood Group as I am looking to increase my exposure to small cap with dividends ( I am particularly light on tech ). I would appreciate your choice between these two, and your reasons. Many thanks.
John

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Read Answer Asked by John on November 14, 2016

• Open Text Corporation (OTEX $54.04)
  • $54.04 P/E (TTM): 23.63X Cap: $14.03B
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Q: Do you see OTC as a potential takeover candidate?

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Read Answer Asked by Mike on November 14, 2016

• TIO Networks Corp (TNC $3.33)
  • $3.33 P/E (TTM): 65.3X
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 94.38X Cap: $298.69B
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Q: All things being equal, which would you buy today with fresh money, Tio or Shopify, for 2-3 year hold.
Thanks

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Read Answer Asked by Greg on November 14, 2016

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
  • $211.39 P/E (TTM): 94.38X Cap: $298.69B
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Q: Would you consider SHOP to be a buy at this time?

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Read Answer Asked by shirley on November 14, 2016

• Alphabet Inc. (GOOG $237.49)
  • $237.49 P/E (TTM): 26.17X Cap: $2.92T
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Q: Given the pullback in tech stocks, does Alphabet represent a good at this level ?

Thanks

Dave

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Read Answer Asked by David on November 14, 2016

• Mitel Networks Corporation (MNW $14.78)
  • $14.78 Cap: $1.81B
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Q: Comment please on recent Q3 Mitel results. Losing patience with this stock,which seems to have lots of promise but can't deliver!

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Read Answer Asked by Tom on November 07, 2016

• Miscellaneous (MISC)
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Q: for someone starting out,29 years old and has only $20.000 in their TFSA which technology stock would you recommend?

Thanks
D

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Read Answer Asked on November 07, 2016

• Miscellaneous (MISC)
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Q: I try to mirror your balanced portfolio to a strong degree. But I also have US, mainly tech stocks (Apple, Google, Facebook, Nvidia, Amazon) which amount together to about 10% of my portfolio. Do you feel I should be wary of having too much tech, and if so, which of the Canadian tech stocks in your balanced portfolio would you drop, bearing this in mind?

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Read Answer Asked by John on November 04, 2016

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.29)
  • $124.29 P/E (TTM): 16.78X Cap: $28.50B
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Q: I like the IT space and in the past I have owned all 4 companies. I started to raise cash some time ago and currently own none of these Companies. I want to get back into this sector. Which of these should I focus on with a view to both safety and growth?

As always thanks for your advice

Don

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Read Answer Asked by Donald on November 01, 2016

• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $60.00)
  • $60.00 P/E (TTM): 34.96X Cap: $4.16B
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Q: I am interested in investing in an ETF listed in Canada that invests in US Technology companies. What would be your recommendations?

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Read Answer Asked by Gordon on October 28, 2016

• Enghouse Systems Limited (ENGH $20.56)
  • $20.56 P/E (TTM): 15.25X Cap: $1.14B
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Q: Enghouse just announced an acquisition. Why such low volumes? I expected more trading and price action around the news.

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Read Answer Asked by Gooding on October 28, 2016

• 3D Systems Corporation (DDD $2.89)
  • $2.89 Cap: $407M
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• Stratasys Ltd. (SSYS $10.42)
  • $10.42 Cap: $819M
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Q: Good afternoon

I am thinking of making an investment to profit from what appears to be strong future secular growth in robotics.I have noticed that companies such as irbt have been performing well lately.Can you please provide your opinion on this thesis and what currently would be your best investment ideas in this area either an etf or specific companies (which companies irbt,avav,etc)

Thanks for all the amazing insights!

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Read Answer Asked by Thomas on October 27, 2016

• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.70B
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Q: What's your thoughts on the quarterly results released this afternoon? EPS looks to be quite solid with revenue in-line with expectations.

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Read Answer Asked by Zach on October 27, 2016

• Quarterhill Inc. (QTRH $1.07)
  • $1.07 Cap: $126M
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Q: Would now be a good time to establish a position in WIN, or wait until after the earnings report? Or just stay away?

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Read Answer Asked by chris on October 24, 2016

• Pivot Technology Solutions Inc. (PTG $2.60)
  • $2.60 P/E (TTM): 3.14X Cap: $99M
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Q: What is your opinion of buying PTG (as a higher risk investment) for the dividend and the potential of the new management turning it around ? Thanx Robbie

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Read Answer Asked by Robert on October 24, 2016

• INVESCO QQQ Trust (QQQ $589.50)
  • $589.50 P/E (TTM): 36.04X Cap: $390.45B
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• Technology Select Sector SPDR ETF (XLK $278.39)
  • $278.39 P/E (TTM): 39.23X Cap: $92.93B
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Q: How does XLK Technology SPIDER and FDN US First trust internet compare to QQQ in Resu;ts and cost? Thank you for your guidance Anne

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Read Answer Asked by Anne on October 20, 2016

• EXFO Inc. Subordinate Voting Shares (EXF $7.81)
  • $7.81 Cap: $448M
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Q: EXF has been moving up nicely in the past few months after many "lost" years. Any comments as an investment today?
Thanks!

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Read Answer Asked by Gregory on October 20, 2016

• Sylogist Ltd. (SYZ $5.48)
  • $5.48 Cap: $138M
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• Constellation Software Inc. (CSU $3,936.19)
  • $3,936.19 P/E (TTM): 95.55X Cap: $83.70B
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• Enghouse Systems Limited (ENGH $20.56)
  • $20.56 P/E (TTM): 15.25X Cap: $1.14B
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• Open Text Corporation (OTEX $54.04)
  • $54.04 P/E (TTM): 23.63X Cap: $14.03B
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Q: Hello Peter and 5i team,
I want to add a technology name to my TFSA.
Sylogist looks interesting as it has a nice dividend and the technicals look good. I am concerned it is too small and it is vulnerable to interest rate risks.
Absolute software also has a nice dividend and has no debt. Is it ready to grow?
Do you still think Constellation is doing almost everything right?
I sold Enghouse for a nice profit at higher prices. Is it time to get back into this name?
Open text has a small dividend
Which of these companies are your favourite for stability and growth .
thank you as always for your great service.

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Read Answer Asked by john on October 19, 2016