Investment Q&A

• Enghouse Systems Limited (ENGH)
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Q: Hi - have owned ENGH for a number of years and now see it as a bit of an anchor ( not in a good way). Watching SHOP crushing it and now need to hear your
analysis on a switch for a Growth account that is well diversified. thanks

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Read Answer Asked by Scott on February 16, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: The good news: I bought Shopify in August '16 @ $51.
The bad news: Didn't buy enough!
The question: With the stock at $79.31 and the RSI at 87 (gasp)is adding more at this point just a bit crazy? What I am really doing is holding your feet to the fire on the notion of buying stocks that are running i.e. where is the break point when valuations and emotions are running too high and it's prudent to step back?

Thanks for your thoughts.

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Read Answer Asked by Kim on February 16, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: I bought TOY mid-November and it has been on a steady decline since. I do understand the "issues" with the hatchimals but would have figured it to at least steady itself or even start to bounce back. Should i consider taking my lumps and sell at this point?

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Read Answer Asked by Scott on February 16, 2017

• Premium Brands Holdings Corporation (PBH)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: I planned on taking a full position in PBH this week but have been contemplating switching to SHOP with its growth potential. Disregarding sector allocation which of the two would you buy today if you could only buy one?

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Read Answer Asked by Adam on February 16, 2017

• Spin Master Corp. Subordinate Voting Shares (TOY)
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Q: Hello, I took a 1/2 position in TOY back in November at the peak, and I am currently down 20%. I was wondering if you felt that for a 3 year hold, if I take another 1/2 position that this would make sense at this time?

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Read Answer Asked by Ben on February 15, 2017

• Intrinsyc Technologies Corporation (ITC)
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Q: Do you think Intrinsyc may benefit from small cap institutional buying, analyst coverage given the money made from recent small cap tech takeovers of RDM and TIO this week and while the stock is still inexpensive?

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Read Answer Asked by Charles on February 15, 2017

• D-Box Technologies Inc. Class A Common Shares (DBO)
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Q: Hello, I had purchased 1/2 position in DBO at $0.50. After the current quarterly result and weakness in stock price, do you recommend to hold or buy a full position.

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Read Answer Asked by Harpinder on February 15, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: The first thing this morning I read a BNN headline: "Shopify reports bigger loss as expenses soar." Well, one thing for sure that's soaring is shopify's stock, up 6% on almost triple volume on early trading.

If anyone can shed some light on this predicament, it would be 5i.

Thanks as always

Rob

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Read Answer Asked by Rob on February 15, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Shopify is a great success which you identified early on and I am happy to have it in my portfolio. I know that assessing take-over potential is close to guessing but I am wondering if you think there are large tech companies out there who would like to acquire Shopify? Thank you, Peter

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Read Answer Asked by Peter on February 15, 2017

• Liminal BioSciences Inc. (LMNL)
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Q: any ides what is pushing PLI up today?

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Read Answer Asked by Douglas on February 15, 2017

• Agnico Eagle Mines Limited (AEM)
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Q: Hello 5i team,
As a follow up to Eugene's question regarding AEM, you say your happy to hold it in the portfolio; does this mean that I could take a position NOW at current prices?
Thanks,
Antoine

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Read Answer Asked by Antoine on February 15, 2017

• Agnico Eagle Mines Limited (AEM)
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Q: good morning...I replicate the balanced portfolio exactly with the exception of AEM...I cannot get my head around owning this part of the basic materials sector..but, I always bow to your expertise and what damage would my decision do going forward to my returns...can you please respond to this and give me your sage advise....cheers

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Read Answer Asked by gene on February 15, 2017

• Cineplex Inc. (CGX)
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Q: Hi,
What do you think about CGX earnings and stock going forward? Stock down 3% this morning. Good buying opportunity?

Thanks!

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Read Answer Asked by Keith on February 15, 2017

• Open Text Corporation (OTEX)
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Q: OTC split 2 for 1, so I am confused as to what happened. I bought 100 pre-split @ $81 and would up with 200 post-split @ $63.
Is this an error?

Thanks.

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Read Answer Asked by Austin on February 15, 2017

• A&W Revenue Royalties Income Fund (AW.UN)
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Q: Hi Peter Can I have your comments on the 2016 results.
Look Ok to me.I would appreciate your comments.
Kind regards
stan

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Read Answer Asked by Stan on February 15, 2017

• Miscellaneous (MISC)
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Q: From the 3 5i portfolios are there any stocks that you would NOT recommend buying at this time. Thanks. Ernie

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Read Answer Asked by Ernie on February 15, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Hi Team, may I please have your thoughts on Shopify's quarterly report/year end report this morning? Many thanks. Michael

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Read Answer Asked by Michael on February 15, 2017

• ECN Capital Corp. (ECN)
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Q: i am considering adding this to my tfsa; i am ok with moderate risk
please give me your updated opinion on the company and recommendation going fiorward
thanks for. your great service
peter

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Read Answer Asked by Peter on February 15, 2017

• TIO Networks Corp (TNC)
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Q: Good morning.
I hold TNC in a TD SDRRSP account. Do I just allow nature to take its course here or do I have to tender my shares to the offer. What would be a good replacement growth wise in the tech sector.
Thank you for the great service!

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Read Answer Asked by Clarence on February 15, 2017

• TIO Networks Corp (TNC)
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Q: I agree that the offer price is a pretty good deal for Paypal and not so much for the shareholders.

Why don't all 5i readers submit their vote, turning down the offer and see what happens.

I'm going to vote no for my 35,000 shares. Why don't the rest of you do the same.

Lets see what happens. Nothing ventured nothing gained. Perhaps we can get a better offer.

Best

Sheldon

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Read Answer Asked by Sheldon on February 15, 2017