Investment Q&A

• Amazon.com Inc. (AMZN $226.28)
  • $226.28 P/E (TTM): 31.17X Cap: $2.41T
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• Meta Platforms Inc. (META $613.05)
  • $613.05 P/E (TTM): 26.32X Cap: $1.49T
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• Alphabet Inc. (GOOG $318.47)
  • $318.47 P/E (TTM): 29.58X Cap: $3.84T
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Q: would these be just as good as the stocks listed in your growth portfolio meaning would it dilute results adding these to the position

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Read Answer Asked by Gary on November 21, 2016

• Cisco Systems Inc. (CSCO $76.24)
  • $76.24 P/E (TTM): 29.38X Cap: $301.23B
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Q: Why the pullback this morning? I can find no news.
Garry

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Read Answer Asked by garry on November 17, 2016

• Alphabet Inc. (GOOGL $318.58)
  • $318.58 P/E (TTM): 29.58X Cap: $3.84T
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• Constellation Software Inc. (CSU $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $71.69B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
  • $219.14 P/E (TTM): 83.48X Cap: $285.16B
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Q: Google is said to have a very wide moat with it being a leader in search. But we all know what happens in tech -- when people reach the top there is no more room to grow or something disrupts that moat and it comes crashing down. How secure is Google and CSU and Shopify of them not being disrupted by new, nimble startups?

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Read Answer Asked by Eugene on November 16, 2016

• NexJ Systems Inc. (NXJ $0.54)
  • $0.54 Cap: $11M
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Q: NXJ seems to be turning the corner as to its wealth management offerings based on last quarter's results.I would appreciate your view on this company ,please.

Thanks
Bob Rose

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Read Answer Asked by Robert on November 16, 2016

• Open Text Corporation (OTEX $47.02)
  • $47.02 P/E (TTM): 17.42X Cap: $11.84B
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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 $61.53)
  • $61.53 P/E (TTM): 35.55X Cap: $4.10B
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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 $47.02)
  • $47.02 P/E (TTM): 17.42X Cap: $11.84B
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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 $219.14)
  • $219.14 P/E (TTM): 83.48X Cap: $285.16B
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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 $219.14)
  • $219.14 P/E (TTM): 83.48X Cap: $285.16B
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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 $318.47)
  • $318.47 P/E (TTM): 29.58X Cap: $3.84T
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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 $124.03)
  • $124.03 P/E (TTM): 16.79X Cap: $27.18B
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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 $61.53)
  • $61.53 P/E (TTM): 35.55X Cap: $4.10B
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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 $19.97)
  • $19.97 P/E (TTM): 14.8X Cap: $1.10B
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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 $2.04)
  • $2.04 Cap: $262M
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• Stratasys Ltd. (SSYS $8.58)
  • $8.58 Cap: $615M
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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 $3,382.96)
  • $3,382.96 P/E (TTM): 74.74X Cap: $71.69B
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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 $0.91)
  • $0.91 Cap: $107M
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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