Investment Q&A

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: What is happening with SHOP?

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Read Answer Asked by Elaine or Gerry on April 04, 2019

• Fortinet Inc. (FTNT)
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Q: Would FTNT be a solid buy here? Your thots on its outlook please

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Read Answer Asked by Terry on April 04, 2019

• Xilinx Inc. (XLNX)
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Q: What companies would be recommended that are starting in AI or 5G

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Read Answer Asked by Tony on April 04, 2019

• Photon Control Inc. (PHO)
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• Micron Technology Inc. (MU)
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• Constellation Software Inc. (CSU)
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• Kinaxis Inc. (KXS)
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• BlackBerry Limited (BB)
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• Martello Technologies Group Inc. (MTLO)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Out of the techs mentioned above, which would you sell first to free up some cash in case of a downturn.

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Read Answer Asked by Gigi on April 03, 2019

• NVIDIA Corporation (NVDA)
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Q: Good morning gang. NVDA is on the rise again. Assuming my weight is not too high would this be a good time to buy more? I'm hoping it will go to its highs within 6 months.
Much thanks

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Read Answer Asked by El-ann on April 03, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Hi, several analysts started coverage of Lightspeed, yesterday with most price targets in the range of $25-$26 and Buy/Outperform ratings. Thank you for your analysis, in advance, during past 3 weeks. I have taken a small 1% position. The 1st set of earnings is not expected until May. Do you feel comfortable to build up the holding to 2% at current price, or it's prudent to wait until results ? Thanks

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Read Answer Asked by rajeev on April 03, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Hi 5i, Shopify seems to have a lot of competition entering the space with Instagram and Square's announcements, and now Microsoft. Would you suggest trimming back on this name at this point if its at a 5% weighting? Thanks.

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Read Answer Asked by Mark on April 02, 2019

• BlackBerry Limited (BB)
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Q: Any thoughts on BB volume. Mid month and end of month had big volume swings with the latest price jump?

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Read Answer Asked by Mark on April 01, 2019

• BlackBerry Limited (BB)
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Q: Blackberry is making the news in a positive way it seems. With all the hype about security and "the cloud" maybe it is worth a look. What are your thoughts?

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Read Answer Asked by Danny-boy on April 01, 2019

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Block Inc. Class A (SQ)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Hi 5i,

Who are competitors to Lightspeed and do they have any competitive advantage over them?

Thanks
Mike

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Read Answer Asked by mike on April 01, 2019

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: Do you know when Lightspeed will report it's quarterly results. Thanks

Kenn

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Read Answer Asked by Kenneth on April 01, 2019

• BlackBerry Limited (BB)
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• The Trade Desk Inc. (TTD)
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• Rapid7 Inc. (RPD)
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Q: Which of the three do you have more confidence in for growth , for a long term investment.
Can you compare the current valuations. Realizing they are expensive.

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Read Answer Asked by Andrew on March 29, 2019

• Applied Materials Inc. (AMAT)
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• NVIDIA Corporation (NVDA)
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Q: Hi Team,
I have held AMAT for just over a year now and am currently down by about 20%. I am thinking of switching from AMAT to NVDA and would like to get your thoughts on this intended move.
Thanks,

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Read Answer Asked by Harry on March 29, 2019

• BlackBerry Limited (BB)
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Q: Comments on todays earnings and future outlook. Earnings appeared to beat across the board. Would it make your recommendation list or is caution still needed here?

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Read Answer Asked on March 29, 2019

• BlackBerry Limited (BB)
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Q: Please comment on earnings. Looks like a beat? Has outlook improved?

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Read Answer Asked by gord on March 29, 2019

• Alphabet Inc. (GOOG)
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Q: Thank you.Why is dropping down last few days
Ebrahim

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Read Answer Asked by ebrahim on March 29, 2019

• STMicroelectronics N.V. (STM)
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Q: STMicroelectronics has been getting crushed recently, down much more than the semiconductor index. I am wondering if there is any reason. This company is touted by several US research companies as a top pick in the Internet of Things sector.

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Read Answer Asked by ROB on March 29, 2019

• Cloudera Inc. (CLDR)
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Q: very curious about this company- what do u think?

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Read Answer Asked by Jarrod on March 29, 2019

• Descartes Systems Group Inc. (The) (DSG)
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• Enghouse Systems Limited (ENGH)
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• Open Text Corporation (OTEX)
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Q: Hi 5i:

I have a full position in KXS. Looking to add one of the above as a full position. Which one would you recommend and why?

Thanks,

Docsinc

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Read Answer Asked by Tom on March 28, 2019

• Defiance Next Gen Connectivity ETF (FIVG)
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Q: Could I have your thoughts on the ETF, FIVG, and is there something similar in Canada?

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Read Answer Asked by Grant on March 28, 2019