Investment Q&A

• Sangoma Technologies Corporation (STC)
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Q: Does Sangoma's latest acquisition reduce your concern of their lack of traction in profitability over the years?

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Read Answer Asked by sandy on October 21, 2019

• Kinaxis Inc. (KXS)
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Q: Are you seeing any news on kxs today. Just thinking of buying the dip

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Read Answer Asked by Darcy on October 18, 2019

• Alteryx Inc. Class A (AYX)
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Q: are there reasons why this has been tanking the past 5 days? Should we buy more if we now have a half position?
thanks

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Read Answer Asked by TOM on October 18, 2019

• Gatekeeper Systems Inc. (GSI)
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Q: What is 5i thoughts about Gatekeeper Systems given the recent contract wins and opportunities going forward in their business?

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Read Answer Asked by Charles on October 18, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Wix.com Ltd. (WIX)
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Q: are these companies in the same space; how do they vary and which do you feel has a better runway?
Greg

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Read Answer Asked by Greg on October 18, 2019

• Atlassian Corporation (TEAM)
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Q: Hello,
Could you pls comment on TEAM Q1 2020 results and outlook. Between WDAY, NOW and TEAM which company is relatively cheaper on valuation? Is it good time to buy now?
Thanks
Victor

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Read Answer Asked by Victor on October 18, 2019

• Alteryx Inc. Class A (AYX)
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Q: Why the big drop in Alteryx today

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Read Answer Asked by Peter on October 16, 2019

• Docebo Inc. (DCBO)
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Q: What are your thoughts on this IPO now that it’s dropped 15%, good time to wade in with a 1/2 position?
Thnx

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Read Answer Asked by David on October 16, 2019

• Pivot Technology Solutions Inc. (PTG)
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Q: Your thoughts on the sale of their Edge technology to Intel and the 3-year agreement. I am holding at a modest gain mostly for the income. This gives some encouragement that there is future potential but I would be prepared to sell and reinvest in something else. Is Pivot's debt load reasonable or a excessive?

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Read Answer Asked by David on October 15, 2019

• Netflix Inc. (NFLX)
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• The Walt Disney Company (DIS)
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Q: I currently hold a full position in NFLX. But competitors, like DIS. with stronger balance sheets are or likely to undercut Netflix’s prices. NFLX shares are down in the past three months after falling short of subscriber growth targets in the second quarter. With this change in business circumstances for NFLX, should I continue to hold NFLZ long term or switch to DIS or take a half position in both..........thanks for your take..........Tom

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Read Answer Asked by Tom on October 15, 2019

• Cisco Systems Inc. (CSCO)
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• Microsoft Corporation (MSFT)
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Q: I hold MSFT with significant profit. CSCO looks cheap by comparison(?). Would you consider a switch??

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Read Answer Asked by jim on October 15, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Hi there,

Between these 2 names, which do you prefer overall?

Thanks!

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Read Answer Asked by Michael on October 11, 2019

• BlackBerry Limited (BB)
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Q: Does Blackberry have an NCIB in effect at this point?
Thanks
Peter

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Read Answer Asked by Peter on October 11, 2019

Q: AT is to me showing good momentum. How do you feel about this company and do you know when it next reports and what expectations are?
Thanks
john

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Read Answer Asked by John on October 11, 2019

• Docebo Inc. (DCBO)
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Q: New listing on the TSX.

Would like your opinion of this co.
Thank you.

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Read Answer Asked by claudette on October 10, 2019

• Evertz Technologies Limited (ET)
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• iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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• Invesco S&P 500 Equal Weight Technology ETF (RYT)
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Q: To boost Technology exposure by 2% of equity portfolio for a 70 year old retiree, pleae rank your choices. Thanks

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Read Answer Asked by Carl on October 10, 2019

• Canadian Solar Inc. (CSIQ)
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Q: Dear Sirs,
What is your opinion/view on this company?
Would you buy at these levels?

Thanks

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Read Answer Asked by Brad on October 09, 2019

• ARK Innovation ETF (ARKK)
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Q: Can I please have your opinion on Ark Innovators ETF. It has come off some from its highest level this year. Do you still see potential in starting a position with a long term view.? Would the shift from growth to value will continue putting pressure on this ETF?
Would investing in a value ETF be a better approach in this market?

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Read Answer Asked by Marcela on October 08, 2019

Q: Thoughts on PFPT?

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Read Answer Asked by Colin I on October 07, 2019

• Constellation Software Inc. (CSU)
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• CGI Inc. (GIB)
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Q: Our IT portfolio target is 15%, of which V and GIB account for 8% and MSFT and CSU for 3%. As for the balance, willing to accept more volatility. Themes I am interested in include digital currency [PYPL?], e-commerce [LSPD?], and security/ cloud [ OKTA?] or any other names you prefer. Thx

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Read Answer Asked by sam on October 07, 2019