Investment Q&A

• Real Matters Inc. (REAL)
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• Dye & Durham Limited (DND)
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Q: I’ve been considering a position in one of the above stocks. Could you give me your opinion on which you would prefer. What are the pros and cons of each. Do you have a preference for another stock instead of one of these.
Thanks John

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Read Answer Asked by John on September 04, 2020

• Ciena Corporation (CIEN)
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Q: Hi 5i,
Ciena released earnings today and stock has dropped -28% ( so far) ..can you explain what’s happening and is price drop warranted.
Would you continue to hold here or sell and why?
Thx

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Read Answer Asked by jim on September 04, 2020

• iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)
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Q: Considering a new investment in the technology sector in a TFSA account, would the semiconductor space be investable now and would your preference be to one or two specific companies or an ETF such as SMH or SOXX. Your comments and ideas always appreciated. Brian

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Read Answer Asked by Brian on September 04, 2020

• eHealth Inc. (EHTH)
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Q: Good Day Folks,

What do you know about EHTH? It was highly recommended recently on CNBC and as far as I can tell from my on line search, it looks pretty attractive. Would it be a good time to take a position here?

Dennis

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Read Answer Asked by Dennis on September 03, 2020

• CrowdStrike Holdings Inc. (CRWD)
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Q: Are you still positive on crwd. outlook?

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Read Answer Asked by Leon on September 03, 2020

• Sylogist Ltd. (SYZ)
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Q: These two companies have either raised money recently or did a shelf prospectus in anticipation I think of raising money?
Could these two companies be in play to he bought out or are they mainly interested in growing their companies? Which company could be interested in buying them?

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Read Answer Asked by Helen on September 03, 2020

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Docebo Inc. (DCBO)
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Q: Are there canadian public companies involved in work from home ?

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Read Answer Asked by victor on September 03, 2020

• Constellation Software Inc. (CSU)
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• Kinaxis Inc. (KXS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: What's wrong with Canadian tech these days? ZQQ is up 12.61% this month, as tech stocks soar. But in Canada, you would have been much better off owning a plodding insurance company like Sun Life or a bank than Kinaxis, Constellation Software, Open Text, Enghouse, CGI, Shopify or Sylogist.

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Read Answer Asked by John on September 02, 2020

• Limelight Networks Inc. (LLNW)
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• Inseego Corp. (INSG)
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Q: Hi guys : could you give me your opinion on the above stocks Thanks Gary

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Read Answer Asked by gary on September 02, 2020

• Kinaxis Inc. (KXS)
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Q: You had been recommending KXS previously; however, I have noticed that you are recommending CSU, SHOP and DGS lately among the Canadian IT companies. Is KXS still a buy and how do you rank KXS, CSU. SHOP, ENGH and DGS? Thank you.

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Read Answer Asked by Dev on September 02, 2020

• Alteryx Inc. Class A (AYX)
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Q: Peter, Ryan and gang: a couple of weeks ago AYX took a dive and currently is trying slowly to regain its former price levels. What are your thoughts, hang in there or move on?
If your advice is move on, could you suggest two or three US stocks, maybe “cloud “ or “i t “ . I have a good risk tolerance and await your reply
John

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Read Answer Asked by John on September 02, 2020

• Analog Devices Inc. (ADI)
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• QUALCOMM Incorporated (QCOM)
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Q: Hi gang, how would you rate AdI as a
Company overall. Is It expensive are the dividend safe? 3-5 years hold. Or other better semi conductor company’s? Thanks. Alnoor

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Read Answer Asked by Alnoor on September 02, 2020

• Kraken Robotics Inc. (PNG)
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Q: Your thoughts on PNG? Its small....But is there opportunity?

Thanks as always

Dave

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Read Answer Asked by David on September 02, 2020

• Zoom Communications Inc. (ZM)
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Q: Hi folks
I was going to buy a small amount but missed my window...drats!. Am I too late to the party? Is there another equivalent that you could suggest?
Thanks for keeping me on track.

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Read Answer Asked by El-ann on September 02, 2020

• NexOptic Technology Corp. (NXO)
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Q: Can you please share your opinion on this company. Although a small company, they seem to have an interesting and unique product. Thanks .

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Read Answer Asked by mitchell on September 02, 2020

• Zoom Communications Inc. (ZM)
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Q: ZM had a big 1/4 and is surging after hours; any recommendation on continuing to hold vs trimming vs selling ? Any thoughts on a new target for ZM ? Thank you.

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Read Answer Asked by Paul on September 01, 2020

• BetaPro NASDAQ-100 2x Daily Bull ETF (HQU)
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Q: What is your opinion on this etf? I don't expect it to do well in a downturn (when it hits again), but the long term track record looks good.

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Read Answer Asked by Blair on August 31, 2020

• Okta Inc. (OKTA)
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Q: Thoughts on the recent quarter? Looks to be doing well all things considered.

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Read Answer Asked by Sal on August 31, 2020

• Lantronix Inc. (LTRX)
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Q: I received shares of US-based Lantronix when they purchased Canadian-based Intrinsyc Technologies in January of this year. Since then I have held on to all my shares in Lantronix and they are performing well despite COVID-19. What is your thoughts about Lantronix shares going forward?

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Read Answer Asked by Charles on August 31, 2020

• Kinaxis Inc. (KXS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Real Matters Inc. (REAL)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: What companies on your radar have the strongest balance sheets? Thanks.

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Read Answer Asked by Patrick on August 28, 2020