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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.

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
Read Answer Asked by Patrik on July 06, 2020
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
Read Answer Asked by Robert on July 02, 2020
Q: Could you recommend a couple of etfs for the tech sector for both the Canadian and U.S. markets ? Thank -you.
Read Answer Asked by John on July 02, 2020
Q: Tech companies are at all time high, it feels that we are again reaching a tech bubble. Is it time to lighten-up on tech companies/ funds/ETFs. What are the signs of reaching bubbles and how does this compare to previous cases of sector bubbles?

Thanks
Read Answer Asked by Saad on July 02, 2020
Q: In the Tech Sector I have MSFT (8%), AAPL (7%), SWKS (4%), KXS (3%). I am considering adding a 2% position in either CSU or DSG. Which would you recommend and why?
Read Answer Asked by Steven on June 29, 2020
Q: How do I play the demise of wirecard? Would a competitor swoop in and take all the market share? If so which company would in your opinion be the most capable of doing so? Pypl? Sq? Maybe even shop? Any others worth considering?
Read Answer Asked by dan on June 29, 2020
Q: hello 5i Research team, Csu : do you know if the future spinoff of CSU on the Netherlands exchange going to trade as an ADR on another exchange? Do you know if it is expensive for retail investors to trade on the Netherland exchange? Do you think CSU is victim of conglomerate discount and that such spinoff is a reflection it? CSU recently nominated 4 new board members. It’s not often a company nominates 4 new board members. Do you think something is brewing for such a stable company? Thank you for your collaboration, Eric
Read Answer Asked by Eric on June 29, 2020
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