Investment Q&A

Q: Did Amat’s quarterly earnings have any reference to increased memory demand?

Q: Your thoughts on this stock ? Is this an alternate way to play semis?

Thanks
Mark

Q: What to do with LITE? Have small position. How much of a blow is news and downturn today? Is it overdone and eligible for a rebound?

Q: Hi there,

Many things seem to be working against Micron. Would you advise selling now until Trump and his games play out or do you think most of that uncertainty is accounted for. Down about 10%

Q: We need to bump our US tech exposure and would like to know your opinion on IBM. We are also interested in Microsoft ( which you like) but the dividend payout on IBM looks more inviting. Thanks

Q: Can I have your opinion on Anaplan?
Thank You, Peter

Q: Would appreciate your assessment of the merits of continuing to hold half-positions in BOX, NVDA, SQ, and SPOT, in search of above-average returns going forward and comfortable with risk. If you were on the sidelines, would you initiate new positions in any of the holdings, or alternatively are there merits in reducing any of these positions today in favour of more attractive risk/return opportunities in the US technology space (and if so, which tech opportunities have captured your recent favour)? Thanks for excellent services rendered.

Q: I have a position with NVDA and are doing well, but lately it is down quite a bit, but I am still well ahead.
Would you sell or hold this stock

Q: Hi, your comments on Sylogist earnings, please. Thanks

Q: CLS...."just can't let go" that me....now it is 1.20% of my balanced portfolio with a 49.9% loss...given I've held for so long while it declined but now with "worst" tech news, do I just dump it or is there (hopefully) sunshine on the horizon for CLS?.......Tom

Q: Hi Peter, Ryan, and Team,

In our combined portfolio (RRIF, RRSP, TFSAs, and non-registered account), we are underweight in Information Technology. 5i's latest recommendation for this sector's weighting is 15%, but we are at 13.4%.

We hold these stocks/ETF followed by their weighting:
CSU: 5.67%
ENGH: 2.38%
KXS: 1.09%
OTEX: 2.50%
SYZ: 0.92%
XIT: 0.91% (We use it to park cash as it's a commission-free ETF for us)

My wife has a preference for holding dividend payers (even a small dividend) in her RRSP. In her RRSP, she holds a 1.51 % position in CSU, and the full 2.38% of ENGH. In order to increase the IT weighting to 15%, she needs to invest $19,500. There is sufficient cash in her RRSP for this purchase. What course of action would you suggest? Should she top up her position in ENGH? Or should she start a new position in ET or OTEX?

Please deduct sufficient credits for this rather convoluted question. Your guidance is very valuable to us.

Q: Could I please have your comments and thoughts on Descartes recent acquisition of Core. Is this an average size acquisition for Descartes and unlikely to have much future impact on the share price. Thank You.

Q: Please recommend a good U.S. tech etf and also a finteck one in Canadian funds if possible. THANKS

Q: Now that both companies are in public, if you are to pick which one you will buy and why?

Q: What are your thoughts on this company and buying stock now or wait for a quarter?

Q: Would appreciate your thoughts on Roku Inc.

Q: Hi Team,,

what do you think of LLL?

a good buy at this point?

Thanks!

Q: I'm currently looking to start a new position and am looking for a company with the potential to add a bit of torque potential to the portfolio. Would LSPD fit the bill as far as a Canadian listing, and are there any US companies that you believe might also provide fit the bill? This is a fairly risk tolerant position.
Thank you

Q: Hi folks, comments please on Q results for Quarterhill; finally some nice revenue and appeared to beat estimates, but stock price remains stagnant in $1.50sh range. Buy,Hold, or Sell. Thanks as always, jb

Q: big miss of earning by Tucows and big drop in stock price today. Time to pull the trigger or do you think the momentum is over for now?