Investment Q&A

• Micron Technology Inc. (MU)
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Q: Can you comment on the Chinese court temporarily banning MU chip sales. Should I still hold or time to sell? Thanks

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Read Answer Asked by Bruce on July 04, 2018

• Ichor Holdings (ICHR)
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Q: I bought a small position of ICHR @$33.50 base on its low PE and high ROE a few months ago. Unfortunately the share price has behaved poorly with negative momentums. Please advise if the stock is worth for continue hold and possible reasons for poor performance. Thank you.
Bill

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Read Answer Asked by Bill on July 03, 2018

• Ceridian HCM Holding Inc. (CDAY)
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Q: CDAY has been on my radar since the IPO. I know that Lululemon uses the"dayforce" software for managing employee scheduling and forecasting labour needs. How long would you usually allow a company to trade after an IPO before getting interested. Where did the IPO come out and what do you think of the current valuation and future growth potential. What is your opinion of the balance sheet.

Thanks team,

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Read Answer Asked by Ryan on June 28, 2018

• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
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Q: Could I have your opinion on this company would this pullback 10% be a good time for a half position do you think they have a long runway of growth and are they considerably cheaper than Amazon on a EPS basis thanks for professional service Greg

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Read Answer Asked by Greg on June 28, 2018

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Any reason why SHOP is dropping big today, again?

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Read Answer Asked by Herm on June 27, 2018

• Vanguard S&P 500 Index ETF (VFV)
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Q: In a response to Albert yesterday you stated: "If one had, say, 25% tech on their own and 20% S&P ETFs, then total exposure would be 30%+, of course." It was not clear to me what you think a reasonable overall tech weighting would be for a portfolio.
Thank you.

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Read Answer Asked by Dennis on June 27, 2018

• Cognex Corporation (CGNX)
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Q: I’ve held CGNX for a year and have watched it go to $72 and now down to $44.

Is it worth continuing to hold for growth in a balanced portfolio?

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Read Answer Asked by Andrew on June 26, 2018

• CI Tech Giants Covered Call ETF (TXF)
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• First Trust AlphaDEX U.S. Technology Sector Index ETF (FHQ)
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Q: Is there an ETF with similar holdings to TXF but is NOT hedged. Thanks

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Read Answer Asked by gary on June 25, 2018

• BlackBerry Limited (BB)
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Q: Can you please comment on the earning release.

Thanks

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Read Answer Asked by Janice on June 22, 2018

• CI Tech Giants Covered Call ETF (TXF)
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Q: What do you think of TXF ?

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Read Answer Asked by Charles on June 22, 2018

• Salesforce Inc. (CRM)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Good Morning Team,

Which one is a sure bet, CRM or SHOP? Which one offers stable growth, good management and strong moat? Which one you choose for a long term hold?

Thank you for your helpful insights as always!

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Read Answer Asked by Saeed on June 21, 2018

• Micron Technology Inc. (MU)
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Q: Could you please comment on their results.

Thanks,
Milan

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Read Answer Asked by Milan on June 21, 2018

• Constellation Software Inc. (CSU)
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• PowerShares S&P SmallCap Information Tech Ptf (PSCT)
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Q: I look after my daughter’s TFSA and Investment accts. Her weight in technology is 10% with one stock (KXS 5% weight) plus QQQ with tec portion about 5% of her portfolio. Looking for one more CDN tec stock plus preferably a non hedged ETF for additional US Tec exposure. Her holding period should be about 10 years. Help.

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Read Answer Asked by Robert on June 20, 2018

• Kinaxis Inc. (KXS)
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• RadNet Inc. (RDNT)
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Q: Hello Team,
Could you analyse this company for me please? Would you recommend it over kxs?
Thank You,
Barry

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Read Answer Asked by Barry on June 20, 2018

• Quarterhill Inc. (QTRH)
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Q: Peter and His Wonder Team
I have been following this company for some time as a more contrarian play. I realize the company is in transition with new directions, executive personnel and that the last quarter was a big miss. So today they hit a new annual low. Your thoughts please. Does this price seem like a good entry point or is more patiences required. On the other hand am I just looking for trouble? Ha! Ha!
With respect and thanks...
Ernest

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Read Answer Asked by Ernest on June 20, 2018

• BlackBerry Limited (BB)
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Q: I was wondering what your thoughts are on Blackberry? Although there has been some questions concerning his remuneration package it appears Mr Chen has turn around this company quite nicely. Thoughts on a small investment in an RRSP?

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Read Answer Asked by paulo on June 19, 2018

• Photon Control Inc. (PHO)
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• Constellation Software Inc. (CSU)
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• Box Inc. Class A (BOX)
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Q: What are your top 3 technology stocks for growth that are good buys today?

Thank you.

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Read Answer Asked by Derek on June 19, 2018

• Box Inc. Class A (BOX)
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• Cognex Corporation (CGNX)
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• Rapid7 Inc. (RPD)
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Q: I am currently down 30% on Cognex. I have Facebook,Google,Netflix Grub,Nividia and Amazon. Your recent comments indicate that you do not see much of a recovery for CGNX in the short term. Can you suggest an alternative? Weighting and sector have no bearing as I'm otherwise diversified.
Thank you

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Read Answer Asked by Marty on June 18, 2018

• Optiva Inc. (OPT)
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Q: Opt.to
Can you please provide some details about this one. Should this one be considered for long term growth? Is a 1/2 position warranted here? Txs again... your service is much appreciated...

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Read Answer Asked by adam on June 18, 2018

• Splunk Inc. (SPLK)
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Q: Dear 5i:

I purchased this some time ago and it has had a nice run up. What do you think of its prospects moving forward? Buy more, hold, or sell?

Thank you.

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Read Answer Asked by Walter on June 18, 2018