Investment Q&A

Q: What's up with Open Text ? Share split ?

Q: Happy New Year!

I am looking to buy a technology stock. Which of these two names would you prefer or is there another name you would suggest? If you had the option would you buy this in a TFSA or investment account?

Thanks

Q: If you had a choice between FB and SHOP, which would you choose. The stock will be in a RRSP and a long term hold (likely more than 5 years).

Q: Best of the Season to All at 5i
Is 5i planning to do report on Shopify? If so, I was wondering if you could address the following: Shopify now has a market cap in excess of $5B. It has negative earnings, and is not expected to make a profit in 2017. Its estimated revenues in 2017, according to Morningstar are approx $0.55B
To put this in perspective, Linamar has a market cap of $3.8B. It made $350M of free cash flow in 2015 and will increase that in 2016. This is AFTER some $375M of capital investment is subtracted from earnings. I realize they are in entirely different industries, but if I could magically own one company or the other outright today, I would choose LNR in a heartbeat.
The market is always right I suppose, and you have a 100% gain on SHOP in your growth portfolio. But at what point does the reality of fundamentals come into play?
I recall years ago when Ballard Power had a higher market cap than Loblaws. That happened.
P.S. Yes, I do have a case of sour grapes because I did not heed your advice and buy SHOP when you recommended it!
Cheers
John

Q: You've said this stock is expensive. What do you think of the citrus tweet which dropped it so much on Wednesday? If you were going to shift money to a different stock in the sector (aside from AMD which I also own) where would you put it?

Q: involved in internet of things top etf s are piling in . your thoughts please

Q: Thinking of buying 1 or 2 of above 5.Is this a good entry point?Please pick 2 & list your preference.Appreciate u usual great services & opinions.

Q: ZQQ-T (BMO Nasdaq 100 hedged) and XQQ-T (BMO Nasdaq 100 hedged) appears to contain the same tech companies in the same proportion. What difference do you see between the two ? What would be the equivalents on the U.S. market and is it better to buy this type of etf on the Cdian market (hedged) or directly on the U.S. Market ?
Thanks for your good attention,

Jacques

Q: Wilan is taking me on a wild ride. Do you think they are gearing themselves to be bought? And would 4.00 be a fair price for someone to buy their patent portfolio? Stock is moving up everyday!!!

Q: Could you give your latest outlook on nxo volumes and price up time to get in or not.

Q: IF BLACKBERRY HAD A DIFFERENT NAME NO PAST HISTORY . BUT AS AN EMERGING SOFTWARE COMPANY DO YOU LIKE WHAT YOU SEE IN A 5 YEAR HOLD.

Q: Your thoughts on the recent announcement from BB of emphasizing their software (QNX in particular)and security within the Internet of Things. I have long been of the mind that this direction could pay off for them.

Thanks and all the best for the holidays.

Q: What do you think about Sandvine at these prices? For a two year hold? Are there other companies you like better in that space?

Q: I am up about 70% in a relatively short period. Time to sell?

Q: Hi,

In the technology sector I definitely have enough CSU, and enough ENGH and OTC. I also own GIB.A and SHOP. I have been wanting to buy KXS, but am wondering with 5 technology positions already owned does it make sense to add KXS? Will I be over diversified if I add KXS?

Paul

Q: What is your favourite tech stock that has a decent yield? Time frame is forever.

Q: What's your take on the stock split, do you think whether this has any impact on share price?

Cheers
Febin

Q: Hello 5i and we wish all the best in the holidays for you.
We plan to buy a tech stock. We are retired and conservative, although with a certain percentage of some safer growth stocks.

We are impressed that Warren Buffett ventured into the tech field by buying Apple and wonder whether we should follow suit.

But we are also looking at Google and are wondering whether it may have a better future.

We would appreciate your thoughts on which one you think might be the best buy right now.
thanks

Q: Himax is close to its 52 week low. Is it a good purchase or do you have similar stock which you could recommend.

Thanks

Q: Would appreciate your take on the Tech Sector for 2017. Which of the above do you favour for growth with the most solid fundamentals? Or is there another one you would prefer? Thanks and Merry Christmas.