Investment Q&A

• TECSYS Inc. (TCS)
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Q: Did you see any news that may explain such a large one day move in TCS on July 6th? I appreciate that this isn't the first time this thinly traded stock has moved this much but thought you may have some news I didn't see, or was this just some interest in a thin stock on a strong day for the sector. Thanks.

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Read Answer Asked by Mark on July 07, 2020

• Miscellaneous (MISC)
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Q: What are your thoughts on WFH ETF
Can you please give me MER. Is it expensive OR fairly price

Thanks for the great service.

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Read Answer Asked by Hector on July 07, 2020

• Skyworks Solutions Inc. (SWKS)
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• GLOBAL X FDS (SNSR)
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• STMicroelectronics N.V. (STM)
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Q: Which company in your opinion would be the best investment in IoT chip market. I saw a report saying that this market would grow to 525.4 billion by 2025. Thanks Ernie

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Read Answer Asked by Ernie on July 07, 2020

• Sangoma Technologies Corporation (STC)
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Q: New H today.How far can it goes? Please comment.Txs for u usual great services & views

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Read Answer Asked by Peter on July 07, 2020

• Alphabet Inc. (GOOG)
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• Constellation Software Inc. (CSU)
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Q: I have room for one more Tech stock in my TFSA. Of the two - CSU and GOOG - which would you buy and why ?
Thanks

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Read Answer Asked by JOHN on July 06, 2020

• Microsoft Corporation (MSFT)
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• iShares Russell 2000 Growth ETF (IWO)
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Q: I have a massive,massive gain in MSFT after buying this in the low $20 range over 10 years ago. Would you sell off a portion and invest the proceeds in IWO or just hold on to MSFT? Thanks Ron

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Read Answer Asked by Ronald on July 06, 2020

• Lemonade Inc. (LMND)
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Q: Can I get your thoughts on the Lemonade IPO please, the market seems to eat up all the tech ipo's these days. I couldn't resist myself, but what does 5i think a ballpark fair price would be for something like this?

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Read Answer Asked by dan on July 06, 2020

• Veeva Systems Inc. Class A (VEEV)
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Q: I have some US dollars to deploy, what one US stock would you recommend today regardless of all other assets already held?

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Read Answer Asked by John on July 06, 2020

• Intel Corporation (INTC)
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• Kinaxis Inc. (KXS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Ciena Corporation (CIEN)
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Q: KXS: FPE 113x, SHOP FPE 3490x: MS MV of $133.00 & $477.00 respectively. These prices make no sense to me. Of course, I wish I had bought SHOP not that long ago for $500.00+ per share; but, now both look crazy out of touch with any semblance of fundamental analysis to me. Both would need a super large correction IMHO. I own no Cdn. Tech. - just USD ETF IGM which is almost back to high prior to CV19. Any suggestions for buys on TSX - not interested in speculative stocks. I am looking for some growth as I own mostly large cap "dividend growers" in my portfolios.

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Read Answer Asked by James on July 06, 2020

• Gen Digital Inc Com (NLOK)
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Q: Your opinion please on nlok.

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Read Answer Asked by Irv on July 06, 2020

• Docebo Inc. (DCBO)
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Q: Can you shed some light on this mornings announcement by DCBO and its partnership with MHR International Group. Would you consider this to be significant.

Thank you!

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Read Answer Asked by Greg on July 06, 2020

Q: Good morning... Eric Reguly of the Globe and Mail wrote an interesting article for Saturday’s paper “Big Tech can’t keep rising when the economy is sinking”. He concludes by stating that “The Big Tech companies have had a fabulous run and have saved the broader equity markets from collapsing. But they can’t keep soaring when the economy that propelled them relentlessly upward before COVID-19 hit is sinking.” What is your take on his thesis? Thx

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Read Answer Asked by Patrik on July 06, 2020

• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Q: CGI group has lagged the very impressive tech rebound. It has underperformed competitors such as Accenture. Not even close to its old high. Any idea why the relative underperformance with CGI?

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Read Answer Asked by Joel on July 03, 2020

• Enghouse Systems Limited (ENGH)
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Q: Engehouse has been moving up dramatically after being slow and steady for a number of years. What has changed and do you think it will continue to be strong.
Thank you for everything you do.
Peter

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Read Answer Asked by Peter on July 03, 2020

• ON Semiconductor Corporation (ON)
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Q: Could you give me your opinion on this company,is this a good entry,how is management, debt,any near term catalysts and how often do they beat expectations thank you

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Read Answer Asked by Greg on July 03, 2020

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Lightspeed is up 12% today and I don't see any news. Any idea why it is performing so well??

Ken

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Read Answer Asked by KENNETH on July 02, 2020

• 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