Investment Q&A

Q: What is the reason for the big drop in Keysight Monday. US and China dispute or something else?

Q: Your answer Byl is not need to own stock, would you please recommend one in Canada and one in US for 5g exposure that will have good growth potential, thanks

Q: Would you endorse to buy Byl at current dip? Thanks

Q: Hi team,

It’s been a while since a question on PYPL. I have held SQ for a long time, but I am starting to warm up to PYPL’s outlook. I have read a number of positive comments on PYPL’s Venmo app, that competes directly with SQ’s payment app. Venmo seems to be growing nicely and closing the gap behind SQ in monthly transactions in a very competitive payments space. PYPL seems to have better momentum as well. SQ has always been one of your favourites and mine as well but to me PYPL looks attractive here. I am thinking about shifting some SQ funds to PYPL. It would help tone down my beta as well. What is your outlook these days for PYPL in comparison to SQ?

Thanks again.
Dave

Q: Hi team,
I have held NVDA for a while and getting a bit inpatient . the chart does not look good. Has it lost momentum? Do you till like it?
Thanks!

Q: Good Afternoon
I am looking to start a position in LSPD. I know you don’t like timing purchases but because this is a new IPO would you wait until they have reported their first results in May, hold off until the shares become unlocked in September or just wade in now.
Thank you

Q: What do you think of Palo Alto at this price? It’s come off a high and it’s reporting on May 29th. I’m considering it for perhaps a short term buy. I’ve learned the hard way that growth stocks get killed for even guiding lower so I’m not anxious to hold it over the day they report. Thanks.

Q: I'm a little late to the party on SHOP as it has already had quite the run-up. On a go forward basis would you still recommend initiating a position at these levels? I can buy US or CAD is there a difference which to buy?

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.