Investment Q&A

Q: What 1 US stock and 1 Canadian stock (both in technology space) would you buy today?

Q: Hi Peter, Ryan, and Team,

We're currently overweight Technology. Given this information from "Simply Wall Street", is this a "red flag" for Enghouse, and might this be the one to let go? We also hold CSU, KXS, and TOI. Our gain in ENGH is 70%, which pales in comparison to CSU's gain of 401% (thank you 5i for continually recommending Constellation!) ENGH and CSU were purchased around the same time, but KXS was purchased later (up 101%) and TOI of course has been held only since the "spin-off" (but still up 39%).

Maybe I'm reading too much into this insider selling, but your opinion is important to me.

"Independent Director recently sold CA$814k worth of stock
On the 16th of March, Reid Drury sold around 20k shares on-market at roughly CA$40.68 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of CA$2.4m more than they bought in the last 12 months"

Thanks for your insight and assistance.

Q: Hello Peter et al,

You have mentioned in the past that Amazon needs Shop or it runs into monopoly problems and that Shop has a strong moat.

When I look at the size difference Amazon has 14x the market cap and 1500x the employees.

When I look at stock price Amazon has been a steady climber with a minimal hit over the past 6 months vs Shop being more than halved in mkt cap.

If I were CEO of Amazon reviewing the co. dashboards and heatmaps - I think I would look at the Shopify roadmap and see either noise or an opportunity we could setup for and pre-empt (if that business is on our roadmap).

How scalable is Shop given that Amazon has a long track record, the most money and supply chains to the best strategic minds?
How sustainable is the Shop competitive advantage?

I ask this wondering how likely Shop is to regain the lofty $2000 level.

Thank you for sharing your insight.

Q: I'm thinking of increasing the tech exposure (presently 15%) to the 29 stocks I own in my portfolio. Presently my tech exposure is CSU, DSG and KXS. I find ADBE interesting. Would you invest more in the 3 stocks I already own or initiate a postion in ADBE?

Q: Hello 5i
A few months ago months in a reply to a member's question you suggested $200 would be a good price to purchase SNOW. I realize a lot has changed since then but the stock has dropped into the $200 range. Do you still feel it is a good entry price?
Or are there others you like more?
Thanks
Dave

Q: What is your view on Aspen (AZPN)

Q: I own all of these high multiple tech stocks in low quantities in tfsas. No particular concern about timelines. Would you continue to advise holding all of them or would you suggest eliminating one or more for the other? Is there a simple way to compare?

Q: Hi 5i: I am considering getting back into some Canadian tech stocks. I would be pleased if you would provide me with your three best picks. A combination of cash on the balance sheet and moderate growth would be the criteria. I am a long term investor. Thank you always for providing great insights on investment decisions.

Docsinc

Q: Do you see any reason NVEI is up 10% today?

Thanks


Sheldon

Q: What is your opinion on Sentinel's earnings? I already own CRWD, I'm thinking of starting a small position in S as well. What do you think? Better to own both, or just stick with CRWD, your favourite.

Thanks

Q: Hi 5i Team, and would appreciate your analysis of the just posted results from SentinelOne. Also, do you see any endearing qualities or strengths to the business as a long term opportunity in the cybersecurity sector, and how would you rank it as a buy with respect to the larger well-known names in the sector. Thanks from an appreciative member.

Q: Thoughts on XIT?

Q: Seems like almost everyone thinks GOOG represents excellent value at current prices. Makes me wonder why it's not trading higher,
What is the bear case? -Earnings are a peak levels? Or is the risk, that it becomes a source of funds for other investments.

Q: Hi Peter

What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio


Thank you
Howard

Q: Hi 5i,

Can I please get your thoughts on ZBRA?
Are there any competitors that you think are better?
Is the valuation reasonable for 2% TFSA purchase?

thanks

Q: You mentioned previously this is a hold and may not do much in the next year or two. Wouldn't this be dead money. Why not make it work somewhere else.

Q: Any concerns with the CFO Steven Gatoff leaving so suddenly.

Q: In spite of a pretty good valuation, a not-so-bad quarter, and good potential Acuity Ads still continues to drift lower. A previous question on this company indicated that there might be some concern over management - that they were not too impressive. Could you provide your opinion on management and if they have what it takes to turn this company around over the next couple of years. Thanks.

Q: Is there a Palo Alto of Canada? Small cap, mid or large? Or would you stick with US names in this area?

Thanks.

Q: Hi,
I'm looking for 5 or so US companies who will recover very quickly once we hit bottom. My plan is to do a little gambling and buy long term calls.
Thanks for all the help over the years.
Jerry