Investment Q&A

Q: Did some research on AT through Morning Star and Thompson Reuters, both say this stock is considerable undervalued. Do you agree? If so are there any business that might consider this a takeover target ?

Q: A recent article described Absolute Software and Sylogist as tech companies with great growth potential. Would you agree with this assessment. Thanks.

Q: I heard an interview where Jack Mallers indicated twitter through an app called strike, was providing free money transfers to and from any country in the world and this would be very advantageous for Twitter going forward and very disruptive to banks. Would facebook and other companies also be able to provide this service? Is money made when currencies are exchanged to bitcoin and back again. Please provide any information and opinions you may have on this subject. Feel free to use 5 credits. Thanks for your insights.

Q: For a high risk, ten year hold would you side with Unity Software or Docusign? Thanks.

Q: Hello Peter,

In your opinion, between the two which one has more upside over the next year or two?
Regards
Rajiv

Q: Streaming services ETFs. Cannot find any questions on this ETF or any other similar ETF in the 5i database (if there are any others). Other than its small size and relative "newishness" any other views \ concerns on SUBZ?

Q: The markets pre-COVID were rising at a reasonable rate year to year, with the odd market downturn. Since March/April 2020 the markets have shot up and stocks are trading at much higher multiples than pre-COVID. Eventually, reality may kick-in. There are many companies trading at very high evaluations. If you look at the overall market (i.e. Nasdaq) you see an exponential growth curve for the past 18 months, definitely not sustainable and possibly overpriced.? I still buy stocks but sometimes feel that if the market turns around, it could be years for it to come back. (I am more concerned about companies such as SHOP, NVEI, TTD, LSPD, NVDA, TOI, UPST, ... all of which are great companies but if we overpay, payback could be much more than 5 years.) I thought same about Netflix, I was totally wrong and missed out on one of the biggest lifetime opportunities BUT there must be a point where the price is definitely too high. Are we overpaying? Will we regret this at some point? Your thoughts? Thanks.

Q: Peter and team,

I use the US side of my portfolio mainly for growth opposed to CDN for income and some growth. Thinking of a switch from docu to affirm looks like good money to be made in this one. Can you give a comparison between the 2 and do you think affirm is a better investment now?

I've hit the highest ever by far in my portfolio this year akin to your father in law thanks in very large part to your recommendations.

From a very grateful many years standing customer!

Q: I would appreciate your opinion and outlook on (AOSL:US). Would you consider this a buy at this time? Thank you

Q: I remember years ago, 5i/Peter had mentioned to watch out for companies that initiate dividends and might support a buy thesis.

The reason (if I remember correctly) is that

1) this likely signals that the board thinks that the company has now reached some level of stability that they can afford to pay out a regular dividend instead of plowing it back to other ways to allocate capital

2) likely means that the board is shareholder friendly to some degree or thinking on behalf of shareholder by returning some cash flow to them.

With that said, is Micron Tech (which initiated their first dividend this past quarter) a company to look out for?

Q: Hello!

What are your thoughts on this company? Looks oversold at this point.

Thanks in advance!

Q: Good morning 5i team!

What is your near term outlook for MITK?

Is there specific news, or activity(chatter...rumours...?) to account for recent downside volatility?

What is your medium to long term outlook for this stock price taking into consideration any recent news or anticipated developments?

If I were to decide to sell to harvest a capital loss, which stocks would you consider comparable substitute in this sector for a pair trade?

Thanks for your assistance.

SGR

Q: What do you think of these semiconductor equipment suppliers? Thinking of adding them to my TFSA. They haven't done anything for last 3 months but sales and profits have been growing nicely. Reasonable PEs and HIMX has a dividend. Thanks

Ross

Q: Good morning,
I'm looking at adding a QQQ equivalent component two my Cdn$ Non Registered portfolio.

HXQ and XQQ are among the ETFs currently under consideration.

Q1. At this point in time, would you recommend a hedged or unhedged Canadian version of QQQ?

Q2. Not limiting yourself to HXQ and XQQ, what would be your recommendation for a Canadian QQQ equivalent?

Thank you

Francesco

Q: Hi,

Do you know what decisions were made at yesterday's special sharholders meeting regarding share consolidation ? Also has anything else come up that would be worth mentioning and do you still consider the stock to be undervalued ?

Thanks

Q: This news release yesterday.
What does it clarify?

Q: Good Morning,

Considering the rapid share price appreciation in both of these stocks, which one would you consider the better choice for a purchase today for a three year hold? Thanks.

Q: My hold the following Canadian tech stocks: CSU, KXS, LSPD, ENGH, SHOP, and TOI. Based on your continued support of NVEI and DSG, I would like to add them as well. However, I would like to ensure diversification and so wish to avoid companies that are similar to those which I already own. So my question is, would owning these 8 companies provide me with a diverse mix of Canadian tech stocks?

Q: I know you have spoken highly of this stock in the past. Looks like it has dropped app $20 in last 5 days but it is still up almost 50% Jan 1 so it is still pricey. Is this a buying opportunity or should we still wait for a better price.

Q: NVEI is down around 14% over the past week or so on good news but up ~100% YTD. Is there anything to be concerned about?