Q: I am interested in an ETF approach to investing in Canadian tech and of course helpful at a price per share at $30 vs lofty prices that some of the tech stocks are trading at. Thoughts & thanks!
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Given the number of questions you've entertained on ENGH, your subscribers should be aware that the company has had multiple upgrades since the beginning of the year. Thanks for your service.
1/10/2020 TD Securities Boost Price Target
Buy C$53.00 ➝ C$59.00
1/7/2020 CIBC Boost Price Target C$54.00 ➝ C$59.00
1/7/2020 Scotiabank Boost Price Target C$47.00 ➝ C$54.00
1/3/2020 RBC Boost Price Target Outperform C$53.00 ➝ C$57.00
1/10/2020 TD Securities Boost Price Target
Buy C$53.00 ➝ C$59.00
1/7/2020 CIBC Boost Price Target C$54.00 ➝ C$59.00
1/7/2020 Scotiabank Boost Price Target C$47.00 ➝ C$54.00
1/3/2020 RBC Boost Price Target Outperform C$53.00 ➝ C$57.00
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Both these companies shares seem to me, based on fundamentals - choose any - seem way over priced. SHOP especially is in the stratosphere in terms of valuation. What the heck am I missing? Do you have an in depth explanation that can convince me that I should own either using XIT ETF?
Q: Please comment on IBM's latest quarter and your thoughts on the company. I currently hold it and was thinking I should sell and by MSFT or NVDA or FB - your thoughts?
Thanks!!
Thanks!!
Q: Hello 5i,
Which would you prefer for a long term higher risk investment?
If you could give a brief explanation why I would appreciate it.
Thank you
Dave
Which would you prefer for a long term higher risk investment?
If you could give a brief explanation why I would appreciate it.
Thank you
Dave
- Sangoma Technologies Corporation (STC)
- Photon Control Inc. (PHO)
- Questor Technology Inc. (QST)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Could you rate your Tech sector holdings for future growth from the model growth portfolio, this would be for a TFSA.
Q: Hi, Enghouse shares shot up 3% on Tuesday, with large volume. Do you think that shares are being rerated after staying quiet for a long period? I have read your views on the company and it appears that it's one of your longtime favorites (also included in your list of Top 10 companies to own for next 10 years). Is it reasonable to start a new position 1-2%, at current levels ? We also own CSU as a large holding (10%). How does ENGH valuation compare with CSU ? Thank You
Q: Hi- can I have your quick analysis of this tech - its been on a tear
Q: Was thinking of trimming a couple of stocks I'm up on and using that cash and some other cash to purchase some Square, what are your thoughts
Q: Hi Peter and Ryan,
The US stocks are at an all time high and the airstrike occurred. We may see some volatility in the stock market. How do you think about investing in Aerospace and Defense stocks or ETFs? Any specific recommendations?
Thanks,
Yiwen
The US stocks are at an all time high and the airstrike occurred. We may see some volatility in the stock market. How do you think about investing in Aerospace and Defense stocks or ETFs? Any specific recommendations?
Thanks,
Yiwen
Q: XIT: We have a very large portfolio made up in RRSP, TFSA, & Non -Registered Accounts (biggest holdings). My investment style over many , many years has been to buy large cap "dividend growing" stocks which have served us incredibly well. Because technology stocks usually trade a high P.E. multiples, most are not dividend growers; but, most of all, the arena can change on a dime - just look at all the tech stocks that have gone bust over the last 20 years or so. In any case, I was thinking of buying XIT to add to our "dividend growers". I already own a small holding in my USD account of IGM.
Q: Another occurrence yesterday of out-sized volume on this normally illiquid stock.
Any insight into what was transpiring and what, if any , significance ?
Thank-you
Any insight into what was transpiring and what, if any , significance ?
Thank-you
Q: I have read that investing in AMD seasonally ,from October to April generally results in great returns . I own NVDA which has finally come back to my purchase price due to the Trump/China war. The best performing names are semis that I haven’t heard of . Are Semiconductors best as investments or swing trades ? Do you feel that AMD, INTC will perform better than NVDA .
Q: Currently reviewing these two stocks, could I please get your opinion
Q: Any explanation for the recent run-up in share price of Baylin stock and thoughts on its prospects? Thanks.
Q: We have a small 1% weighting in both MU and KEYS and we are thinking of selling MU and buying more KEYS with the proceeds. We already have a 4.2% weighting in NVDA plus substantial positions in CSU, ENGH and SYZ to a lesser degree.
While MU is showing good momentum now it seems to be more cyclical than KEYS. NVDA also seems to be somewhat cyclical, charting similar to MU, at least looking back over 2019. I realize KEYS is much smaller than MU so by switching to KEYS we could be taking on more risk however with a 2% weighting it is maybe not too dangerous.
The other option would be to sell SYZ and use the proceeds to bump up both MU and KEYS. This would reduce our dividend income of course but I think we could manage with less dividend.
Any recommendations?
Your website lists a KEYSW:US without any questions on the stock. Has KEYS sold warrants? I can't find a listing on RBC direct investing.
Thanks,
Jim
While MU is showing good momentum now it seems to be more cyclical than KEYS. NVDA also seems to be somewhat cyclical, charting similar to MU, at least looking back over 2019. I realize KEYS is much smaller than MU so by switching to KEYS we could be taking on more risk however with a 2% weighting it is maybe not too dangerous.
The other option would be to sell SYZ and use the proceeds to bump up both MU and KEYS. This would reduce our dividend income of course but I think we could manage with less dividend.
Any recommendations?
Your website lists a KEYSW:US without any questions on the stock. Has KEYS sold warrants? I can't find a listing on RBC direct investing.
Thanks,
Jim
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Which of the three do you prefer for a long term hold? Can you justify changing from one to the other?
Q: Is there a TSX ETF that is basically FAANG stocks ? Thanks.
Q: Is there anything going on with RUBI or do you think it is just end of year profit taking or tax loss selling for some.
Thanks
Thanks
Q: I took a 1/2 position in ROKU a couple of weeks ago intending to hold for the long term. I am well represented in the sector already, but it was more of a growth move with some US cash I had sitting there. I'm now down 10% and the CFO has just stepped down, so I'm wondering if I should just cut my loss and wait to see what it does in the next few months, or if you think there is still good reason to hold. Thak-you!