Investment Q&A

Q: The other day, I listened to a webinar put on by the Motley Crew. They highly recommended Sierra as the next big stock in the Internet for all space. They also would give other recommendations if your subscribe to the service at a special price. To-day I noticed sierra down substantially, good thing I didn't buy in. What is your view on sierra?? Is it worth buying now?? or is this better left till it starts to becomes the star Motley thinks it will become??

Thank you

Steve

Q: So Mitel reported non GAAP earnings of .12 but GAAP loss of .07.
They congratulated themselves on beating Street estimates of earnings of .08.
Does The Street consider both types of earnings equally valid? Are the self congratulations in order?
Thanks

Q: I am looking to purchase an equity in a USD account in the tech area for a long term hold. Currently no tech exposure in the account.
FB or APPL ?.......or would you have a better recommendation. Thank you.....Jim

Q: I already own CGI which has finally moved a bit: I was thinking of buying OTEX FPE of 13 - really beat last Q EPS. Being a CDN co. is it listed on the TSX? And, given it's recent results is it a buy - does it's business overlap that of CGI?

Q: I am a retired, mostly conservative dividend-income investor with a pension, CPP and annuities. My asset mix is 65% equities and 35% fixed income. My holdings include AD, ALA, AQN, BNS, BCE, CGX, CPG, PBH, RY, SLF, WCP, WEF, WSP, ZLB, XIT and Sentry Cdn Income, Sentry REIT, TD Health, RBC Cdn Equity Income.

Within my equity portfolio, my tech exposure is 8% with 3/4 of that being XIT. Seasonality is in its favor right now.

Within my equity portfolio, my healthcare exposure is 4%, with 3/4 of that being TD Health. Bad current news environment and bad seasonality, but beaten down.

I am interested in topping up either XIT or TDB976. Which one is more conservative, could use the topping up and has the most upside?

Thanks,
Steve

Q: Gooddmorning
For a modest investment in a TFSA what would your preference be of the 3 listed
Thks
Marcel

Q: Hi Peter and Ryan,

I only have approximately 6 % of my portfolio invested in Technology. At this time which tech companies would be your top picks ?

Thanks

Dave

Q: I have been rebalancing my portfolio which has been heavily skewed towards Cdn Dividend payers as I am retired and use the income to supplement my Pension. My Cdn holdings are now fairly well diversified using your Income and BE portfolios as guides.
I have targeted 15% of my total portfolio for Cdn ETFs which hold US equities. The following are my current holdings and the % weighting: ZDY 9%; ZBK 2%; ZUH 2%. I am looking at adding 2% Tech exposure and am considering either ZQQ or XQQ.
Your recommendations for the Tech exposure and my overall plan for my US exposure would be appreciated.

Q: Any further insights on the quarter's results from the conference call?
Thanks, Tim

Q: Hello Team, I have bought a position for My TFSA, was wondering if you still like this venture stock as it has cooled off a bit the past few days? Thank you for your help, Herb

Q: Can I get your thoughts on SH? Ebay, Amazon have released great quarters and expect SH will too when it reports on Nov 4th. Thinking of initiating a position. Thanks.

Q: Hi Peter and team,

What is the business model. What is potential growth of the company. How much insiders own the stock. Do you think long term (3-5 years), the company will be around. Thanks.

Norwood

Q: Can you please comment on ESP's latest results. Which company would you recommend in this sector?

Q: Hi Peter
I want to get into the technology stocks. ZQQ and IGM (US) have similar holdings but a huge difference in cost to get in. Do you think these ETF's have similar potential? Many thanks for finding IGM.
Cam

Q: Hi, could you please post the consensus estimates for EPS, EBITDA and Revenue for Q3 for Kinaxis and CCL Industries. Thanks

Q: Hi 5i,
In adding 2% to the Tech sector of my portfolio (currently around 10%) I am considering two small cap names: Kinaxis and Shopify.
Would you please give me your thoughts on both and if you would have a preference of one over the other at their current prices.
Or is there another stock in the Canadian Tech sector that you prefer (I already have ESL, and OTC plus AAPL, GOOGL, QCOM and CTSH).
This would be for a 2 to 3 year hold.
Thanks very much.

Q: I was hoping to have your views on this company. The cash value seems to be reasonable and sales all over the board. I am having difficulties coming up with a accurate book vale minus the cash portion. I also note that the company just announced Sandvine Officer Cancels, Initiates Automatic Securities Disposition Plans. Mr. Siim's ASDP provides for the sale of up to 625,000 common shares of Sandvine from the date hereof until April 14, 2017, subject to certain limit order prices and volumes. Does this stand out as a major red flag??? Thank you Jason

Q: Hello 5i Team

Seems like the writing is on the wall for some growth in the Fintech industry. I believe the Big Banks will be acquiring the more promising companies. Are there any Canadian companies that are "investible" in this area at present? O you have your eye on any?
Cheers and good luck fellow investors!

Q: Peter and team could you give me your opinion on this company.

Jim.

Q: Hi 5i,
In the tech portion of my portfolio I have:
Apple 3%, Google 3%, Enghouse 1.5%, Cognizant 1.25%, Open Text 1.25%, and Qualcomm 1%.
Would any of the above be a sell in your opinion?
I am considering adding about a 1.5% position in either Kinaxis (kxs) or Tucowsn(tc). For a 2 to 3 year hold, would you recommend one over the other?
And if neither of these stocks are to your liking could you recommend 1 or 2 others to consider.
Thanks for all that you do.