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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: hello 5i:
2 questions.
Question 1: we hold OTEX and are considering selling and replacing with NVEI. What is a reason, or reasons, we should NOT do this, as overall you are in favour of such a move (your recent posts).

Question 2:
AVGO vs QCOM; which do you like and why?

thanks
Paul L

Read Answer Asked by Paul on April 20, 2022

Berkshire Grey Inc. (BGRY)
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Q: I find this AI and Robotic space interesting, and I am impressed recent results. Looking at taking on a small entry position. Can you give me your thoughts on this company? Thanks John

Read Answer Asked by John on April 20, 2022

Shopify Inc. Class A Subordinate Voting Shares (SHOP)

Q: Hi team,

Do you see Shopify in the same boat at Netflix where they will see subscriber losses and see the stock crushed?

Read Answer Asked by David on April 20, 2022

Q: Hello Peter and team,
Is it a good time to initiate positions in Paypal and Square (block) for minimum 2 to 3 year hold? What are the PE ratios for both and would you consider them as value stocks at this point? Thanks very much

Read Answer Asked by umedali on April 19, 2022

Q: 2 questions? 1).Any reason why Equitable Group has been plunging lately ?
2) Paypal has come down a lot. They have been changing there target for long term growth and the CFO has recently resigned .It is still not cheap with a p/e 28.6. the forward p/e is 21.9 is not bad. Buy, sell or hold. Thanks

Read Answer Asked by Frank on April 19, 2022

Q: Hi, could you please list some Canadian and U.S. technology stocks whose business model/ revenues / earnings are most resistant in a recession or growth slowdown? Thank you.

Read Answer Asked by Gary on April 19, 2022

NXP Semiconductors N.V. (NXPI)
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Q: I'm holding this one at a loss - and I see that it was downgraded today by Citi. Can I have your thoughts on the name? I liked it for the high buyback yield, and relatively low p/e ration and ev/etbta and the fact that they were into chips for electric vehicles. I like it less now that I'm holding it at a loss though. Thanks,

Jason

Read Answer Asked by Jason on April 19, 2022

Adcore Inc. (ADCO)
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Q: The company is growing and expanding. But like all adtech was beaten up over the past year. It seems very undervalued now. Is this a good time to get in and hold for the long term?

Read Answer Asked on April 19, 2022

Q: Do you feel the bigger tech companies will do well or at least weather the storm during the next 6 to 18 months, given rising inflation and potential recession. Other than Google and Microsoft, what would be your top 5 tech names to buy today?

Read Answer Asked by Timothy on April 19, 2022

Q: We have money put away for a 17-year old's growth portfolio (long time horizon of over 10 years, no need for income and willingness to take risk).
Portfolio already has VTI, SKYY, BYD, TSU & SHOP. Thinking of adding DCBO for the balance of cash. Would you endorse this? Or would you recommend a different holding?

Read Answer Asked by M on April 19, 2022

Q: Can you give a current view of both these names?Are they attractive here from a go forward return potential as rates continue to climb?

Read Answer Asked by Kim on April 19, 2022

Q: What is their balance sheet. Would you buy them today and in what order?

Thank you,
Milan

Read Answer Asked by Milan on April 18, 2022

Q: Hello 5i team,

Based on growth of revenue and income and not forgetting the debt level. Which one of these two companies would be better suited for higher inflation rate and starting one's position in.

Thank you

Ed

Read Answer Asked by Edward on April 18, 2022

Enghouse Systems Limited (ENGH)

Q: Any reasons for this dog to drop 5.11% on Apr.14.It is in a big downturn. Has the cash to make acquisition but did not do so in up or down markets.In my humble opinion,magagement is not performing & may have lost its touch.The consenous is that it has to make good acquisitions for growth. Is it timely to switch some better stocks,& please suggest some alternatives. Txs for u usual great services & views

Read Answer Asked by Peter on April 18, 2022

Snowflake Inc. Class A (SNOW)
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Q: How does the valuation of SNOW at $200 compare to the valuation when SNOW went public?

Read Answer Asked by Joel on April 18, 2022

Read Answer Asked by Edward on April 18, 2022

Axcelis Technologies Inc. (ACLS)
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Q: On March 24, 2022 Axcelis Technologies Inc closed at $82.53 US. On April 14, 2022 it closed at $56.43 US. Was there some bad news?

Read Answer Asked by MATHEW on April 18, 2022

Q: Hello 5i team,

Based on price level, revenue growth and not forgetting the debt level. Which one of these two companies would be better suited for higher inflation rate and starting one's position in.

Thank you

Ed

Read Answer Asked by Edward on April 18, 2022

Q: How would you rank these tech picks today?

Read Answer Asked by Andrew on April 18, 2022

Sylogist Ltd. (SYZ)

Q: Has anything changed at Sylogist that may explain its continuing decline?

How would you evaluate its current price in relation to its value?

Read Answer Asked by Dano on April 18, 2022

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