Investment Q&A

• Evertz Technologies Limited (ET)
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Q: Good morning and Happy Canada Day!
Thoughts on Evertz quarter and what your expectation of where the dividend goes from here. Would you expect them to return to .18 per quarter in short order or will we see a further cut ? Do you consider the dividend cut prudent or is it possible they are trying to chase away public shareholders and take the company private in the near term?
Thanks Rob

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Read Answer Asked by Robert on July 02, 2020

• Evertz Technologies Limited (ET)
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Q: Hi 5i team
Evertz just beat expectations on the quarter. Can you talk about dividend changes, thoughts on the quarter and valuation.
Thank you very much

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Read Answer Asked by Patrick on July 02, 2020

• POET Technologies Inc. (PTK)
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• NIO Inc. American depositary shares each representing one Class A (NIO)
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Q: What is with PTK and NIO today? These are up significantly, especially PTK

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Read Answer Asked by satish on July 02, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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Q: Is there and ETF for Cdn. tech stocks?

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Read Answer Asked by Donald on July 02, 2020

• iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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• INVESCO QQQ Trust (QQQ)
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• Vanguard Information Technology ETF (VGT)
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Q: Could you recommend a couple of etfs for the tech sector for both the Canadian and U.S. markets ? Thank -you.

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Read Answer Asked by John on July 02, 2020

• Limelight Networks Inc. (LLNW)
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Q: I see only one other question on this stock (2017). Was this actually a 20+ dollar stock? Do you know why it tanked so badly over a decade ago? Would it be better now that there is more and more streaming demand? It doesn't seem to get a lot of attention.

TIA!

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Read Answer Asked by Wayne on July 02, 2020

Q: Tech companies are at all time high, it feels that we are again reaching a tech bubble. Is it time to lighten-up on tech companies/ funds/ETFs. What are the signs of reaching bubbles and how does this compare to previous cases of sector bubbles?

Thanks

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Read Answer Asked by Saad on July 02, 2020

• Maxar Technologies Inc. (MAXR)
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Q: Thoughts please on the latest acqusition of Vricon and the the refinacing of some debt at better rates ? The stock has certainly been on a tear since earnings release in May. Still own this from when you had it in the BE portfolio and am thinking of adding to it on the positive momentum. Thx

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Read Answer Asked by blake on June 29, 2020

• Constellation Software Inc. (CSU)
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• Descartes Systems Group Inc. (The) (DSG)
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Q: In the Tech Sector I have MSFT (8%), AAPL (7%), SWKS (4%), KXS (3%). I am considering adding a 2% position in either CSU or DSG. Which would you recommend and why?

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Read Answer Asked by Steven on June 29, 2020

• PayPal Holdings Inc. (PYPL)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Block Inc. Class A (SQ)
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• Paysign Inc. (PAYS)
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Q: How do I play the demise of wirecard? Would a competitor swoop in and take all the market share? If so which company would in your opinion be the most capable of doing so? Pypl? Sq? Maybe even shop? Any others worth considering?

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Read Answer Asked by dan on June 29, 2020

• Constellation Software Inc. (CSU)
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Q: hello 5i Research team, Csu : do you know if the future spinoff of CSU on the Netherlands exchange going to trade as an ADR on another exchange? Do you know if it is expensive for retail investors to trade on the Netherland exchange? Do you think CSU is victim of conglomerate discount and that such spinoff is a reflection it? CSU recently nominated 4 new board members. It’s not often a company nominates 4 new board members. Do you think something is brewing for such a stable company? Thank you for your collaboration, Eric

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Read Answer Asked by Eric on June 29, 2020

• Veritone Inc. (VERI)
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Q: This American A I company has absolutely zoomed as of late. Do you have any information or recommendations on it?
Thnks Dennis

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Read Answer Asked by Dennis on June 26, 2020

• Paysign Inc. (PAYS)
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Q: Can you please provide an update on company. What was responsible for the 25% gain today. Is it still a compelling stock to hold, or would you take profits. It’s a 1.5% position of mine.
Thanks

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Read Answer Asked by Karim on June 25, 2020

• Canadian Solar Inc. (CSIQ)
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• Xebec Adsorption Inc. (XBC)
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• Greenlane Renewables Inc. (GRN)
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Q: Could you give your top picks on solar and/or wind energy, Canadian or US. Preferably small to mid cap.

What are your thoughts on EVSI.

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Read Answer Asked by Tanner on June 25, 2020

• Evertz Technologies Limited (ET)
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Q: I bought this for stability and income and then, yesterday's drop. What are your thoughts on the announcement and would you continue to hold if you have a long term horizon? Thank-you

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Read Answer Asked by Alex on June 25, 2020

Q: Hello team,
Just the point of view, " Starlink " , what do you see if it will changes the whole pic in traditional tele sector? would be the cut the cable story repeats again in the future?
thanks

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Read Answer Asked by LEI on June 25, 2020

• ProShares Short QQQ -1x Shares (PSQ)
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Q: Is there and could you recommend, any ETF or fund, that actively shorts ?
Specifically Tech Sector but any area that looks to be overbought.
Thanks

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Read Answer Asked by Cacey on June 24, 2020

• Evertz Technologies Limited (ET)
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Q: I'm out of touch with big broadcasting technology, but I can quite easily livestream on many platforms. Is Evertz well adapted to modern/future broadcast solutions? How do you think they have fared during covid? Would customer needs have changed, i.e. more demand?

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Read Answer Asked by Patrick on June 24, 2020

• Akamai Technologies Inc. (AKAM)
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• Fastly Inc. Class A (FSLY)
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Q: In Late April you answered my Increased data and Internet Traffic Question with Akamai and Fastly , Thank You !
Fastly has been on a Rip and Akamai is virtually flat would you add to either at this point ? Any others you would add in this space ?
Many Thanks
Greg

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Read Answer Asked by Greg on June 24, 2020

• Atlassian Corporation (TEAM)
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• Twilio Inc. Class A (TWLO)
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• DocuSign Inc. (DOCU)
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• Zoom Communications Inc. (ZM)
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• Slack Technologies Inc. Class A (WORK)
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Q: If work at home flourishes post pandemic what are your top 5 picks as stocks that have the best chance of benefitting in that environment?

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Read Answer Asked by JAMES on June 23, 2020