Investment Q&A

Q: Hello, I have a small position in above 4 companies and would like to accumulate to ~ 5% on a market pull back. DSG, ENGH, KXS, OTEX
In terms of : PEG and P/E ratios, management, earnings growth , revenue going forward: say from 2019 to 2021E, and in the current work from home, e-commerce, cloud infrastructure, which one(s) offers the best return?
Also, could you comment on what these companies do? who do they help? small or large enterprises?
Thanks for all your help.
Carlo

Q: Hi there,

This one has significantly underperformed the tech market. Is there something i am missing here - seems like a reasonably inexpensive tech stock, paying a dividend, and what seems like the right space. What am i missing here?

Cheers

Q: SHOP has dropped quite sharply this afternoon. All I see that might explain this is a release about Adcore. Can you shed any light on this and what Adcore means to SHOP?

Q: Hi,
The company will be reporting second quarter results on August 5th. What are the expectations in terms of revenue etc? Also, is the stock a buy at these levels for a longer term time horizon?

Thanks

Q: Hello 5i,
What would be your preference between Zscaler and Crowdstrike and why?
Thanks
Dave

Q: Could you give your views on the future potential of these two stocks - both I believe are relatively new
Thanks

Q: What are your three favourite U.S. small cap technology stocks? Thanks.

Q: Your thoughts on this company and the deal with NVIDIA do you think they could back anywhere near their old highs and anything else you can tell me about the management and company thanks

Q: Hi.
Now that their buyback is substantially complete, would you have any comments on where this may be headed in the short to medium term? I find it a difficult company to evaluate.

Q: Beijing company operating in the holographic cloud sphere. Lots of attention today after recent IPO. Appreciate any comment/views You can provide.
JOHN

Q: Just wondering what you thought of MTLO's earnings from the other day?

Thanks for the great work!

Q: Hi, I see that you are recommending to invest in both of the companies. My concern is that they have already increased quite a bit and their share price is high. Where do you see the stock price heading? Thanks

Q: are they or any two inan etf? if not which would you recommend first

Q: Hi Peter/Ryan seeing that SHOP has risen so much from when you first put it in the Model portfolio at 28.84 is it to late to invest in it now at these levels. How much more upside could there be. Thanks, Nick

Q: Are tech stocks a bubble?

Q: Just wondering what you think of WORK after this welcome move. I own a partial share and want to buy more. What do you think?

TIA

Q: What % is technology in the S& P 500, the Tsx index and what % do you reccomend in a portfolio for a 5 to 10 year hold?

Q: I have these 7 stocks, they comprise about 30% of the equities I own, in part because the their stellar performance in recent months. Two parts to my question: first, though they are all categorized as "tech" ( well, maybe not Goog), I am trying to get a sense of how different they might be from each other so that 30% is better diversified than the label they fall under might suggest? Can you briefly describe the underlying businesses of the 3 Cdn ones and indicate if you see all 7 as diversified. Second, if the stock market should hit another significant pull back (like March or otherwise), would these 7 be resilient enough to avoid major losses, and are some better than others in this regard? Thank you for your excellent service.

Q: I own Gib its okay. is otex or acn a better choice

Q: What are your thoughts on bb I bought at around 8.50 Thanks