Q: Could you comment on the balance sheet for Sangoma, its cash on hand, debt etc. In your opinion should its type of business be able to provide the cash flow needed to survive a prolonged economic downturn. Also is there still potential for growth. Thank you.
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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: What is their balance sheet?
Would you buy them and in what order?
Thank you for great service.
Milan
Would you buy them and in what order?
Thank you for great service.
Milan
Q: Hi Folks,
I'm looking to harvest a loss in this account which has a June 30 year end. I have substantial losses in both named companies. In your opinion is this a good plan? Should I re-purchase either or both in 30 days?
Thanks for your help.
Dennis
I'm looking to harvest a loss in this account which has a June 30 year end. I have substantial losses in both named companies. In your opinion is this a good plan? Should I re-purchase either or both in 30 days?
Thanks for your help.
Dennis
Q: Hi Peter and Ryan,
Hope you both well.
Roku is now trading at around $82 and change. From a valuation perspective ,is it now cheap ?
I have a small position in the stock and wanted to add another small position.
Your comments are always appreciated.
Thanks,
Hope you both well.
Roku is now trading at around $82 and change. From a valuation perspective ,is it now cheap ?
I have a small position in the stock and wanted to add another small position.
Your comments are always appreciated.
Thanks,
Q: Recently I've see Docusign coming up regularly when people ask for your top US tech stocks. What has you excited about them?
Q: I have held TCEHY for some time and am roughly flat. With their strong presence in online gaming and AI, I wonder if TCEHY has a bright future ahead of it and I should continue to be patient or should I take this opportunity to trade up .....maybe to a US Tech company that has been beaten up (I already own KXS, CSU, OTEX, SHOP, CGI, AAPL, GOOGL) offering greater upside. Your thoughts.
Q: Anything to make of the Shopify press release regarding covid 19, trends and financials?
Q: Question about ZM,
I know you mentioned in an old comment that ZM is trading at a crazy ~20x sales multiple... is that forward sales estimates and is that incorporating the recent surge of sales due to COVID?
I know it is a hyped stock, but in the last 2 weeks I went from not knowing about zoom to all my work life being through zoom and now my social life as well though group zoom chats. I know from a work perspective I will keep using zoom... it seems like a large chunk of the developed world has been recently introduced to their product (and it is a good product)
When have estimates been revised, what are the forward sales and earnings multiples now, and do you think it is a buy?
I know you mentioned in an old comment that ZM is trading at a crazy ~20x sales multiple... is that forward sales estimates and is that incorporating the recent surge of sales due to COVID?
I know it is a hyped stock, but in the last 2 weeks I went from not knowing about zoom to all my work life being through zoom and now my social life as well though group zoom chats. I know from a work perspective I will keep using zoom... it seems like a large chunk of the developed world has been recently introduced to their product (and it is a good product)
When have estimates been revised, what are the forward sales and earnings multiples now, and do you think it is a buy?
- Sangoma Technologies Corporation (STC)
- Adobe Inc. (ADBE)
- Microsoft Corporation (MSFT)
- Salesforce Inc. (CRM)
- Atlassian Corporation (TEAM)
- ServiceNow Inc. (NOW)
Q: Hi,
I have a small position in Sangoma and am considering selling and adding to another tech company. Going forward however do you consider the macro space in which Sangoma operates to be a driver for growth or would you see other tech companies with greater potential and if so, a few names would be helpful. I recognize Sangoma is a small company.
Thanks
I have a small position in Sangoma and am considering selling and adding to another tech company. Going forward however do you consider the macro space in which Sangoma operates to be a driver for growth or would you see other tech companies with greater potential and if so, a few names would be helpful. I recognize Sangoma is a small company.
Thanks
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Atlassian Corporation (TEAM)
- DocuSign Inc. (DOCU)
Q: What's your favorite tech names right now? I'm looking to add name in a non registered account. Looking for growth.
Thanks
Dave
Thanks
Dave
Q: Considering the adverse effects of COVID-19, many specialists in the medical community are using online technology for appointments for there patients. What thoughts and recommendations might you have related to this statement in a PR Newswire release and the specific companies named?
"Global Telehealth Market 2020-2024 The analyst has been monitoring the global telehealth market 2020-2024 and it is poised to grow by USD 95.72 bn during 2020-2024, progressing at a CAGR of 25% during the forecast period. .... American Well Corp., Cisco Systems Inc., Doctor On Demand Inc., Enghouse Systems Ltd., General Electric Co., Honeywell International Inc., Koninklijke Philips NV, MDLIVE Inc., Medtronic Plc and Teladoc Health Inc."
"Global Telehealth Market 2020-2024 The analyst has been monitoring the global telehealth market 2020-2024 and it is poised to grow by USD 95.72 bn during 2020-2024, progressing at a CAGR of 25% during the forecast period. .... American Well Corp., Cisco Systems Inc., Doctor On Demand Inc., Enghouse Systems Ltd., General Electric Co., Honeywell International Inc., Koninklijke Philips NV, MDLIVE Inc., Medtronic Plc and Teladoc Health Inc."
Q: HI
Blackberry reported it's results yesterday. What is your opinion. The report I found confusing, non GAAP it shows a profit per share, GAAP it shows a loss.
Thanks
Blackberry reported it's results yesterday. What is your opinion. The report I found confusing, non GAAP it shows a profit per share, GAAP it shows a loss.
Thanks
Q: Hello 5i
PayPal or Square for growth? Why?
Thanks
Dave
PayPal or Square for growth? Why?
Thanks
Dave
Q: I am interested in the performance of these 2 stocks before and during the current conronavirus environment.
I would have thought that AYX would have fared better, since it has about 3 time the market capitalisation. I acn't articulate the other factors which have given me a gut feeling that AYX was inherently stronger. But KXS seems to have held up better.
Grateful for your insights on the comparative recent performance of these two.
I would have thought that AYX would have fared better, since it has about 3 time the market capitalisation. I acn't articulate the other factors which have given me a gut feeling that AYX was inherently stronger. But KXS seems to have held up better.
Grateful for your insights on the comparative recent performance of these two.
Q: please list in order of preference your favourite 5 Canadian technology companies with strong balance sheets.
Q: Pls comment on Seagate Technology earning , outlook, and future growth.
The stock looks cheap, is it a value trap? How had it done on dividend increases in the past 5 years. Would you recommend a buy?
The stock looks cheap, is it a value trap? How had it done on dividend increases in the past 5 years. Would you recommend a buy?
- ROBO Global Robotics and Automation Index ETF (ROBO)
- iShares Expanded Tech-Software Sector ETF (IGV)
- ARK Next Generation Internet ETF (ARKW)
- EMQQ The Emerging Markets Internet ETF (EMQQ)
Q: Just wondering your general opinion on these 4 stocks that were rated 5 stars by Morningstar. Do you think any of them are interesting and how would you rate them. Thank you
Q: Hi,
Could I have your analysis on Pivot's latest results ? Do you consider the dividend to be safe ?
Thanks
Could I have your analysis on Pivot's latest results ? Do you consider the dividend to be safe ?
Thanks
- BMO MSCI Emerging Markets Index ETF (ZEM)
- BMO S&P 500 Index ETF (ZSP)
- iShares Core MSCI EAFE IMI Index ETF (XEF)
- iShares Global Healthcare Index ETF (CAD-Hedged) (XHC)
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
- Purpose International Dividend Fund (PID)
- Harvest Healthcare Leaders Income ETF (HHL)
- Eastfield Resources Ltd. (ETF)
- TD Global Technology Leaders Index ETF (TEC)
Q: Hope everyone at 5i is doing well in these times!
I have been sitting on mostly cash in my RRSP/LIRA and would like your recommendations on the best ETFs to consider for my full US and International exposure. All of these would need to be listed on the TSX as I am purchasing in CAD $. While I know you prefer non-hedged, I’d greatly appreciate if you could explain benefits/workings of hedged vs. non-hedged considering the current environment. And provide ETF recommendations for each.
I am looking to achieve a balance of diversification, reasonable MER, minimizing any withholding tax while optimizing the potential in market recovery. For US, I would like to have a technology ETF, health care ETF and a broader spectrum ETF – but also open to ideas. Also, looking for recommendations on International – one broad ETF or perhaps that and a mix of ETFs. I recognize there can be overlap (e.g. between a tech and broad sector fund), so if you can give me a sense of the degree of duplication that may be present in your recommendations. Perhaps going heavier on tech right now could be a good thing.
While I started off thinking ETF selections would be relatively simple, in reading various Q&A there seem to be many important considerations - your assistance is appreciated. Again, all of these are being purchased in RRSP/LIRA accounts with the goal of optimizing my returns over a 10 year window.
I have been sitting on mostly cash in my RRSP/LIRA and would like your recommendations on the best ETFs to consider for my full US and International exposure. All of these would need to be listed on the TSX as I am purchasing in CAD $. While I know you prefer non-hedged, I’d greatly appreciate if you could explain benefits/workings of hedged vs. non-hedged considering the current environment. And provide ETF recommendations for each.
I am looking to achieve a balance of diversification, reasonable MER, minimizing any withholding tax while optimizing the potential in market recovery. For US, I would like to have a technology ETF, health care ETF and a broader spectrum ETF – but also open to ideas. Also, looking for recommendations on International – one broad ETF or perhaps that and a mix of ETFs. I recognize there can be overlap (e.g. between a tech and broad sector fund), so if you can give me a sense of the degree of duplication that may be present in your recommendations. Perhaps going heavier on tech right now could be a good thing.
While I started off thinking ETF selections would be relatively simple, in reading various Q&A there seem to be many important considerations - your assistance is appreciated. Again, all of these are being purchased in RRSP/LIRA accounts with the goal of optimizing my returns over a 10 year window.
Q: In this market, is Absolute one to worry about. Is the dividend covered? Do they still have lots of cash? If there is a possibility they will cut the dividend, I dont want to see my investment cut in half with no dividend and I will bail now.