Q: Could you please comment on BYL's 2018 results that were released yesterday. Appreciate your efforts as always.
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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.
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Photon Control Inc. (PHO)
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Apple Inc. (AAPL)
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Alphabet Inc. (GOOGL)
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Micron Technology Inc. (MU)
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NVIDIA Corporation (NVDA)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: I hold the following technology companies for a 31.66% weighting in my portfolio. I need to reduce this to a maximum weighting of 20%. Given the holdings are long term, and I wish a balance between stability and aggressive growth in this sector, which of the above companies would you cut down or eliminate to achieve this goal? Current individual weights are; CSU 4.88%, GOOGL 4.94%, AAPL 4.8%,GIB.A 3.2%, SHOP 2.57%, PHO 2.56%,MU 3.27%, NVDA 3.22%, KXS 2.21%.
Q: Hello Peter, Ryan and 5i Team:
Would you recommend to hang on to my half position in AAPL OR switch to one of the following: NVDA, XLNX or OLED for a 6-12 month hold? If the latter which one is your favourite given current market place environment and cap appreciation prospects?
Thank you kindly,
Romeo
Would you recommend to hang on to my half position in AAPL OR switch to one of the following: NVDA, XLNX or OLED for a 6-12 month hold? If the latter which one is your favourite given current market place environment and cap appreciation prospects?
Thank you kindly,
Romeo
Q: My very first question:
What are your top three picks for Canadian technology companies?
Based on the current acquisition by CGI, is that included in the current stock price?
Thank you so much for your information
Julia
What are your top three picks for Canadian technology companies?
Based on the current acquisition by CGI, is that included in the current stock price?
Thank you so much for your information
Julia
Q: In a recent answer regarding lightspeed you said -
Of note, SHOP had a big drop when its lock-up period from its IPO expired and more shares were available to sell.
Do you know the date the lock-up period expires.
.?
Of note, SHOP had a big drop when its lock-up period from its IPO expired and more shares were available to sell.
Do you know the date the lock-up period expires.
.?
Q: This new Horizons Industry 4.0 Index ETF addresses a sub-sector that intersects manufacturing and technology. While the MER is high and it is new ETF, the AUM is impressive over a short period. Would you advise for a long-term hold for growth?. Or, alternatives?
Q: What do you think of this company - just recently IPO'd. in Canada. Don't normally jump right in after an IPO - usually wait until it settles down - worked well for me on Shopify - I know these companies start trading on "potential" and not on "fundamentals" but just would like your opinion - you have given me a lot of good ideas over the years and I know that no one has a crystal ball but appreciate your expertise on smaller cap companies.
Q: Gentlemen, any concerns over SHOP’s operating margin? It remains steady at -8%.
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Kinaxis Inc. (KXS)
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Twilio Inc. Class A (TWLO)
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Veeva Systems Inc. Class A (VEEV)
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Just Eat Takeaway.com N.V. (GRUB)
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Coupa Software Incorporated (COUP)
Q: Could you please rank these 4 stocks. Looking for growth and willing to hold for at least 5+years. This would be for a TFSA with a growth tilt to it. Do you see all these companies as a good investment? Thanks as always.
Q: 5i Please correct:
Not sure why you have a negative tone on ITC? You have misread the financial statements. Revenues and EBITDA are up in materially in 2018 and are also up in Q4 too! Also the write down on the Stream TV Investments has no impact on operations and Company indicated on the CC that may need to increase the value of Stream investment in the coming quarters.
Not sure why you have a negative tone on ITC? You have misread the financial statements. Revenues and EBITDA are up in materially in 2018 and are also up in Q4 too! Also the write down on the Stream TV Investments has no impact on operations and Company indicated on the CC that may need to increase the value of Stream investment in the coming quarters.
Q: Your opinion of FIVN please.
I know you like RPD. Of the two. which do you prefer?
Really appreciate your service.
I know you like RPD. Of the two. which do you prefer?
Really appreciate your service.
Q: May I please have your latest view on GRUB? I note DoorDash has very recently surpassed it as the top on-demand food delivery service in terms of dollars spent, and its increase in share seems to have come almost entirely at GRUB's expense. I have only a very small position, made much smaller over the past few months. Time to move onto one of the many better (or better behaving!) opportunities out there?
Q: I still see considerable upside here looking out 1-2 years. What are the biggest risks facing the company?
Q: Is Alya plays into same space as CGI? Please comment current status of Alya? Debt, ownership, cash flows? Would you buy at current price ? Your thoughts please, thanks always.
Q: Hi Peter, would you have information about this co. Would you buy FFIV or CRM? Thanks. Alnoor
Q: I know that Sierra Wireless has under performed for ages. Do you think a turn around is imminent? I'm hoping my recent purchase is a winner.
Q: Concerned that blocks of shares in 100,000-150,000 chunks are being slowly fed into the market as though someone is slowly selling a huge position or is trying to keep a cap on any upward demand on the stock. Any idea what is going on and why?
Q: I jumped on this IPO during the initial feeding frenzy. Was it a mistake?
Q: Nutanix had a big drop at the end of February. Is it
a buying opportunity? What are the pros/cons on this
company? Thanks
a buying opportunity? What are the pros/cons on this
company? Thanks
Q: Why did NV5 drop on Friday