skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi, I currently hold CGI and have held it for a couple years now up 60% in registered account. I'm looking to switch to OTEX, DSG, or ENGH for more growth long term, what do you think? Can you rank these 4 stocks. I already own SHOP, KXS, LSPD, CSU and don't want too much overlapping tech. Thanks!
Read Answer Asked by Keith on May 12, 2020
Q: Hi 5i team,

I know there are a lot of SHOP followers here. Late last week SHOP announced a partnership with PINS and introduced a new App which allows SHOP merchants to upload their catalogues to PINS. The deal is likely of little consequence for SHOP, but it should help PINS. I assume this would attract advertisers back to PINS if a broader range of products is now available. I thought PINS would have gotten a boost from the announcement. Are you still relatively positive on PINS? It seems to me it could be a nice acquisition for SHOP or one of the big guns.

Thanks again.
Dave
Read Answer Asked by Dave on May 12, 2020
Q: Can you please comment on DKNG. It has done very well since the new year and hasn't suffered over these last few months. I know one should be buying good companies that are going up rather than supposed bargains that are falling but have I missed the boat on DKNG.. There don't seem to be any comments on 5i about draftkings.
Read Answer Asked by Neil on May 12, 2020
Q: From CNCB: "LivePerson outfits companies with artificial intelligence-powered mobile and online messaging tools for customer service representatives, which intends to cut back on the notoriously long wait times consumers face in call center queues. The company......projects that traditional call centers will disappear within a decade."

Liveperson's revenue is essentially flat for five year, BUT, is ENGH's call centre business at risk of being massively disrupted by new technology like Liveperson?

Thanks.
Read Answer Asked by Joel on May 12, 2020
Q: Hi 5i team,

There hasn’t been a question on TER since last year. I have held it in the past. It beat on EPS and revenues the last Q but gave wide guidance for the 2nd Q which is almost the same as pulling guidance. It is into testing and automation systems for industrial applications and 5G, as well as robotics which could potentially be a growth area. Your database classifies it as technology, where I really have plenty, but I view it more as industrial. Is it a decent investment for industrial or is there a better option?

Thanks for the insight.
Dave
Read Answer Asked by Dave on May 11, 2020
Q: I have a full position in kxs partial position in otex and a small position in lspd. I am looking to add more tech to my tfsa and considering either gib.a or dsg. Which would you recommend and is there much overlap between what I already have and dsg and gib.a? Thank you.
Read Answer Asked by Steve on May 11, 2020
Q: Hi,

What are the top 3-5 Canadian tech companies that you think still undervalued, have potential to recover their heights and to grow beyond that?
Read Answer Asked by Mykola on May 11, 2020
Q: Which companies you think are leading in quantum computing technology.
Read Answer Asked by Vinod on May 11, 2020
Q: I currently own DSG,KXS,LSPD,OTEX,PHO,SYZ. I know you took out SYZ some time ago and can't find what you replaced this stock with? I know you still follow SYZ and just wondered if you feel that there is a better stock than SYZ or would you continue to hold this stock with the other stock mentioned?
Thanks
Read Answer Asked on May 11, 2020
Q: Hi 5i,
I currently have shares in LSPD and RESN and looking to add two more tech oriented names, and can be either US or CAN$. Do you have two growth companies you could suggest to start new positions at current share prices, with the intention for a 5 year min hold?
Thank you
Terry
Read Answer Asked by Terry on May 11, 2020
Q: These companies have been doing well lately. When I googled them, each of them all claimed are a cloud communications platform as a service company. I couldn't figure out any differences between them if there are. Could you please help me to understand them? If I pick one to invest, from growth potential perspective, which one you would suggest? From risk/reward perspective, which one do you pick?

Many thinks as always
Read Answer Asked by Lin on May 11, 2020