Investment Q&A

Q: Hi Peter & 5i, Hope you are keeping safe. Is there any overlap with ZSP & ZUQ, is it okay to have both in a portfolio. Also what do you think of OGIG in a portfolio for the Tech sector. It has 65% in the USA, 20% in Hong Kong. Thanks for the great work.
Ivan

Q: What are your thoughts on CTS, in the wake of recent events? Thanks

Q: Morning guys:
Please comment on recent quarter.
Thx
Mark

Q: Could you please give your opinion of this company and whether or not you feel it would be a good growth buy at this price.
Many thanks as always

Q: Hi Guys,
The after market doesn't like the 1Q numbers for AYX. What are your thoughts? I have a full position. Would you recommend hold or sell some or all?
Thanks,
Dennis

Q: Hi Team,

I was wondering when this fund rebalances and what the maximum weight is for a single holding. I hold the fund because I do like having some exposure to Shopify but more so because I think some of the smaller holdings have great long term growth potential. Your thoughts?

Thanks

Q: Hello 5i
Could I have your analysis of Bill.com please?
In January you said you needed to see execution to justify the lofty valuation. They reported Feb 6.
Thanks
Dave

Q: Please provide your assessment of the Company's recent results and your view of their future prospects. I have a small position...time to sell hold or add? Thank you for your excellent service.

Q: Is CGI a buy here?

Q: Unfortunately I bought shares in AYX in February, near its all time high and have experienced a significant loss. It is off its deepest low since March but even with a 5% increase today it is presently still below its best recovery since then. What is your view on its prospects for when the economy solidifies to a recovery - is theirs the sort of product line that will attract good business? Is there reasonable prospect for upside? I see an answer to a question today referred to it having high risk; is there more down side than upside? If you were me, would you move on? And if so, what would be something with more potential and less risk (I know, those sometimes are seen to be mutually exclusive, but perhaps there is something)? Thanks for your excellent service.

Q: Tom

Q: What do you think of purchasing this stock? Maybe with a small position?

Q: Good Morning.... Is there a Canadian ETF that is roughly equivalent to ROBO? If not, can you suggest a Canadian ETF that covers this technological / industrial niche within its overall composition? Thanks.

Q: Which would you choose and why.

Q: Hi 5i
Could I have your current thoughts on CGNX please?

Thanks
Mike

Q: Do you foresee a significant increase in the use of robotics because of Covid? Would you be able to recommend a few companies involved in robotics? Alternatively is there an ETF dedicated to robotics?

Q: Good Day

I have journaled over 1/2 of my SHOP position to the US side of my TFSA. I was contemplating selling to accomplish a few things, lock in some gains(1300%), reduce my overall portfolio weight and to increase my US exposure. Considering a basket of TEAM,MICROSOFT,VISA and AMAZON to replace. What is your opinion on this move and would you recommend anything else to add?
Thank you for your continued guidance.

Q: Do you have an opinion on ZOOM. It seems to be in great demand due to the "stay at home" regulations.
Guy R

Q: Hi 5i Team!

How do you feel about Workiva these days? I last inquired a year ago and not many questions since so it seems under the radar. Like most others it is off approx 40% since it's highs.
They released Q1 numbers Apr 30. It appears they made good improvements vs Q1 2019.
They are only providing Q2 guidance (but are providing full year commentary). How does their guidance compare vs Q2 2019 results.
Would your favourite in the space still be AYX?

Cheers,
Steve

Q: Hello
The existing Canadian tech fund XIT is almost 60% CSU and Shopify.
is there an equal weight tech fund in Canada?
Thanks