Investment Q&A

• Meta Platforms Inc. (META)
  • View META Profile
  • View Questions on META
• NVIDIA Corporation (NVDA)
  • View NVDA Profile
  • View Questions on NVDA
• Bank of Nova Scotia (The) (BNS)
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Spin Master Corp. Subordinate Voting Shares (TOY)
  • View TOY Profile
  • View Questions on TOY
  • View Reports on TOY

Q: Hi 5i! I'm a middle-aged subscriber that has picked up some of the 5i researched companies - most recently Kinaxis and BNS. I'm slightly overweight Kinaxis and Shopify since I see them as potential growth engines. KXS, TOY, NVDA, SHOP, FB, and BNS are all in my non-reg account. If I need cash this year for personal projects, which companies might you recommend I start selling? Thanks!

Upvote 0

Read Answer Asked by Marc on January 18, 2019

• QUALCOMM Incorporated (QCOM)
  • View QCOM Profile
  • View Questions on QCOM
• Western Digital Corporation (WDC)
  • View WDC Profile
  • View Questions on WDC

Q: Hi, Is WDC a buy at this level or is there another stock(s) in your portfolio's that you would consider a better long term buy? Thanks.

Upvote 0

Read Answer Asked by Claudio on January 17, 2019

• Atlassian Corporation (TEAM)
  • View TEAM Profile
  • View Questions on TEAM

Q: Hi guys, Do you know of any reason for the downgrade for TEAM by Morgan Stanley today?
Thanks as always!

Upvote 0

Read Answer Asked by Susan on January 17, 2019

Q: Good Evening
I have the ETF RBOT in my TFSA account and it is down 27%. I will appreciate your comments whether to hold it, sell it or average down.
Thank you as always.

Upvote 0

Read Answer Asked by Terry on January 15, 2019

• Box Inc. Class A (BOX)
  • View BOX Profile
  • View Questions on BOX
• Spotify Technology S.A. (SPOT)
  • View SPOT Profile
  • View Questions on SPOT
• iQIYI Inc. (IQ)
  • View IQ Profile
  • View Questions on IQ

Q: You've mentioned these in the past as ones to watch. Current thoughts on these?

Upvote 0

Read Answer Asked by Neil on January 15, 2019

• Sylogist Ltd. (SYZ)
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ
• Apple Inc. (AAPL)
  • View AAPL Profile
  • View Questions on AAPL
• Intel Corporation (INTC)
  • View INTC Profile
  • View Questions on INTC
• Microsoft Corporation (MSFT)
  • View MSFT Profile
  • View Questions on MSFT
• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Enghouse Systems Limited (ENGH)
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH
• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS

Q: I would like to add another tech stock or ETF to my portfolio.I have 10% total in KXS,MSFT, & AAPL. I have been looking at SYZ,ENGH, CSU and Intel.I would like to know which of these stocks held up well during the recent correction.
Thank you for your invaluable service.

Upvote 0

Read Answer Asked by Allen on January 14, 2019

• Block Inc. Class A (SQ)
  • View SQ Profile
  • View Questions on SQ

Q: Just bought one third position at $62, will purchase second third at $70 ish and the final position at $75 ish. What is your thoughts on Square.
Clayton

Upvote 0

Read Answer Asked by Clayton on January 11, 2019

• Open Text Corporation (OTEX)
  • View OTEX Profile
  • View Questions on OTEX

Q: Is this a good stock to hold in a TFSA for a long term hold. Also hold CSU in a non registered account,

Upvote 0

Read Answer Asked by David on January 11, 2019

• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
  • View GIB.A Profile
  • View Questions on GIB.A
  • View Reports on GIB.A
• Enghouse Systems Limited (ENGH)
  • View ENGH Profile
  • View Questions on ENGH
  • View Reports on ENGH

Q: Both appear to be solid performers over time...which of these two would you buy today and for what reasons? Are they different enough that one could buy both without being in the same niche?

C.

Upvote 0

Read Answer Asked by Cameron on January 11, 2019

• Block Inc. Class A (SQ)
  • View SQ Profile
  • View Questions on SQ
• Atlassian Corporation (TEAM)
  • View TEAM Profile
  • View Questions on TEAM

Q: Back in October you discussed SQ and TEAM as US growth stocks worth a look. Any update to these and/or alternatives given the changed environment since then?

Upvote 0

Read Answer Asked by Marc on January 10, 2019

• VIQ Solutions Inc. (VQS)
  • View VQS Profile
  • View Questions on VQS

Q: would like your opinion vqs news today, i see
rev for 2019 projected $23 mln u.s. +130% over 2018,
growth through acquisition into u.s..
thanks

Upvote 0

Read Answer Asked by howard on January 09, 2019

• Silicon Motion Technology Corporation (SIMO)
  • View SIMO Profile
  • View Questions on SIMO

Q: Portfolio rebalancing: I am down about 30% on SIMO. Are there a couple of other US stocks that have significantly more upside potential than SIMO .... or are there good reasons to hold on?

This is inside a RIF. Sector weightings are not a concern.

Thanks.

Upvote 0

Read Answer Asked by Donald on January 09, 2019

• Quarterhill Inc. (QTRH)
  • View QTRH Profile
  • View Questions on QTRH
  • View Reports on QTRH

Q: Is this Stock ever going to go up in price , I have had this stock for a very long time their seams to be all kinds of reasons it is not move a great amount is this a dead horse .
Jim.

Upvote 0

Read Answer Asked by James on January 07, 2019

• Quarterhill Inc. (QTRH)
  • View QTRH Profile
  • View Questions on QTRH
  • View Reports on QTRH

Q: In view of today’s PR, do you think they take 10m, or go to trial ? If a new trial moves forward, this could drag 2 + years and no guarantee they would get more money, do I read this right ? The stock is down today, so investors did not like the PR.
What’s your take on it ?
Thanks

Upvote 0

Read Answer Asked by Luc on January 07, 2019

• Keysight Technologies Inc. (KEYS)
  • View KEYS Profile
  • View Questions on KEYS

Q: I recently made sector changes in my portfolio, reducing tech and increasing healthcare. Shock!! I had not anticipated a rise or drop of $20 a time in healthcare. However, I am still interested in momentum at some risk. Do you have a few ideas of USD stocks and what do you think of KEYS?

Upvote 0

Read Answer Asked by Elaine or Gerry on January 07, 2019

• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Happy NEW YEAR Peter &RYAN
Hypotheticaly would CSU make a take over bid for SHOP and if so; would the bid have to be in excess of 30% of SHOP'S last price for SHOP to accept .
Thanks Gary

Upvote 0

Read Answer Asked by gary on January 07, 2019

Q: Is Nokia a buy ? Thanks for your advice.

Upvote 0

Read Answer Asked by Christopher on January 07, 2019

• Block Inc. Class A (SQ)
  • View SQ Profile
  • View Questions on SQ

Q: SQ share price has basically been cut in half as of late. Do you see this as overdone? I am interested in the long term prospects in this company. Do you see it as a good entry point for this name? Also, if the US economy is slowing, do you still feel SQ will keep up its rapid pace of growth and is this company "here to stay" so to speak. It seems like this company still has a long runway of potential here globally, would you agree? Thanks for your comments.

Upvote 0

Read Answer Asked by Shane on January 04, 2019

• Block Inc. Class A (SQ)
  • View SQ Profile
  • View Questions on SQ

Q: SQ, RPD, TTD, ILMN, OKTA -- they are all down farther than the market average is down. When do you see that these will be getting closer to where they were in August of 2018? Thanks for being around during this market disaster. Dennis

Upvote 0

Read Answer Asked by Dennis on January 04, 2019

• Apple Inc. (AAPL)
  • View AAPL Profile
  • View Questions on AAPL

Q: Obviously Apple is taking a big hit today and will likely continue to struggle for some time. How do you feel the news on Apple will affect Microsoft and Keysight and Canadian stocks such as Constellation Software and Descartes? Thank You.

Upvote 0

Read Answer Asked by Brian on January 03, 2019