Investment Q&A

Q: Can I please get your opinion of Seagate Technology. Is it a buy at this time ? Thanks !!

Dave

Q: Why the dip today?

Q: How would you interpret the possible buy of IDTI by Renesas? Would you advise continuing to hold IDTI to see what happens or sell in case no deal is made? How likely that another company puts in a higher bid?
Thank you for your help.

Q: What do you think of GDDY as an investment?
Thank you.

Q: I know that 5i does not cover US companies, however I read Peter's recent article in the FP on US tech companies and the need to have some tech exposure. That being said, for long term growth do you recommend buying into these companies at today's valuations or has that train left the station?

Q: you mentioned 5 tech stocks in financial post on the weekend. i owned square now, but if you had to pick one of the remaining 4 which would it be team,anet,wday, ntap. dave

Q: Can you please provide your opinion regarding O. Shares Global Internet Giants, OGIG ETF. O'Leary noted he is targeting the best tech companies with this fund. Thank you,
Linda

Q: I would appreciate your opinion of this fund, and how does its volatility and performance compare with other technology funds. Thanks.
Peter

Q: Hi !
What is the difference between Shopify and Square ?
If theirs services are similar, which one would you recommend ?
Grateful for your assistance,
Jacques

Q: Please comment on earning of SALESFORCE COM.
Thanks

Q: Without knowing details of my portfolio, would you recommend selling some SQ at a profit and buying some BOX today?

Thanks, cathy

Q: I have some extra cash to invest and am interested in adding either TEAM, SQUARE or BOX to a well rounded portfolio. With a relatively high risk tolerance, which of these do you see as having a greater upside over a short and long time frame?

Q: Hi team, Given the latest results, would you recommend averaging down today or wait? What would be a good entry point?
Thanks!

Q: I invested in iRobot a few months ago at about $82 as a play in AI for my RRSP, planning on just sitting on it for years. It soon dropped into the $60's but I held on, and in the past couple of weeks it's been gaining day over day, now up over $115. Is there a valid reason for the quick rise in price? Or, should I be concerned that there is hype involved, and take some gains. You assessment please! Thanks, Kim

Q: Please comment on the earning of BOX inc.
Thanks

Q: Hello,
Could you please comments on BRKS news to sell its semiconductor cryogenics business. Should I sell my shares to move on? If so please recommend a few names within semiconductor sector to buy.

Thanks
Victor

Q: Hi
Sangoma recently announced the purchase of Digium for US28,000,000. Once the transaction is signed, Sangoma intends to finance the deal by borrowing approximately $21 million. The new credit facility will be drawn in US dollars, and will be repaid over 7 years and is expected to have an interest rate of 6.0% to 6.5% per annum at closing. What do you think will be the monthly or annual payments? Will the payments represent only interest costs or will they include a portion of capital?
On page 8 of the investor presentation, it is written that Digium has about $15,000,000 in tax NOLs. Is it fair to assume that Digium has lost $15,000,000 over several years and that Sangoma will be able to use the tax NOLs in order to avoid paying taxes on future US earnings?
Is the Nols considered an asset? Will it show up in Sangoma's balance sheet?
If Digium did not have $15,000,000 in tax NOLs, what would have been a fair transaction price?
What is the approximate value of $15,000,000 in tax NOLs?
What is the approximate percentage of the purchase price attributable to the $15,000,000 in tax NOLs?
Thank you and have a nice day.

Q: Hi Team

In Healthcare I own SYK GUD and COV. I would like to buy another US Health. Which of ILMN or ISRG would you recommend today. I have read all your recommendations but just cant decide...looking for the most growth of course. Dividends do not matter.

Thank you

Q: Can I get your opinion on Mitel?
Thanks

Q: Hi Team, in my US RRSP, I hold Microsoft. Sold Intel and trimmed some Microsoft last week. Am looking to add a tech company in hardware space or a company that provides cloud hardware. Am thinking of Cisco (nice dividend) I do hold the NVDA in my TFSA. Thank-you in advance. Sam