Investment Q&A

Q: Thinking of 3-4 year play in some combination of this group. Risk is not the primary concern. Is this a viable strategy for a small portfolio segregated from other assets? What combination, if any, would you recommend? AYX momentum seems to be slowing. Is that a concern from your perspective?

Q: I bought NVDA a year ago at a 3% investment. I am now down to 1.5%. Hold, sell, top back up? I do have some cash to do so. This is in my TFSA. I am ok for a 5 year hold.

Q: Does Baylin's opportunity in 5G make the company a good buy today?

Q: Hi 5i team,

There are no questions on SGMS (Scientific Games) to date so I'll be the first. :)
Was watching BNN today and a guest talked about Pollard Banknote (PBL) which I have on my watchlist...it is a thin trader so I have to be patient to accumulate. He also indicated PBL has about 20% market share (of instant lottery tickets) but SGMS has about 70% market share. The latter comment got my attention.
Wrt SGMS, from your web site Companies page, the QTR1 and QTR2 estimates have really come down in the last 30-90 day period and thus so has the FY1 (12/19) estimate. Can you explain why these numbers have been reduced so much from 60 days ago? Was their prior quarter a huge miss and thus analysts readjusted their expectations?
The only negatives I could see from their last released Q4 and FY18 report was "Net cash (used in) provided by operating activities decreased to ($9.8) million from $118.1 million in the year ago period, driven primarily by making a $151.5 million payment to resolve the Shuffle Tech legal matter." and "Net loss was $352.4 million compared to a net loss of $242.3 million a year ago, driven by $253.4 million in restructuring and other charges primarily consisting of the $151.5 million payment to resolve the Shuffle Tech legal matter and $27.5 million for contingent consideration associated with the higher-than-expected results from the 2017 acquisition of Spicerack."

There is also now quite an EPS increase expected in 2020, again from the 5i Companies page. Does this seem like a good buying opportunity given the FY2(12/20) expectations vs FY1(12/19)? (I get a mixed message from their key ratios from the 5i Companies page.)
I see the stock popped 8% today (6/3) albeit it has gone from $60 to $20 since May 2018...so quite the drop.
How would you rate SGMS vs PBL within this industry?
Are SGMS's troubles now behind it? Or is it basically a show me story now to get back investors confidence?
Is one a buy vs the other in a diversified portfolio?

Cheers,
Steve in Ottawa

Q: Hi team,

Do you think this is a good time to buy? if it were to be broken up will there be much more downside?

Thanks!

Q: Would Alteryx be implicated/exposed to the current internet ‘privacy’ investigations of the
FAANG stocks?
Thank you, Team!

Q: Can you please recommend one or two companies in Cyber security business? I think this industry will have a lot of potential to grow. Do you agree?

Q: Do you have any recommendations for companies in the Artificial Intelligence sector?

Q: What did you think of the latest quarterly results? Did the quarter alleviate any of your concerns?

Peter

Q: Good Day. What would be your thoughts on putting (or not putting) LSDP in the Growth portfolio?

Thanks for your thought response in advance.
Dan

Q: What is 5i thoughts about Quorum Information Technologies Q1 results? Revenues are growing nicely and 90% are recurring. The stock is also trading at a 52-week high.

Q: Hi
Can I get your outlook for the company

Thank you

Q: Hi,
If you were to purchase one. Which one and why? I already own SHOP, a smaller position in the FINX and V.
Thanks,
Kerri

Q: Which would you consider the better investment? Ceridian or Paychex? Which would have the better economic moat and future growth potential in your opinion?

Q: Can you please comment on LTV's current quarter. I have a small, speculative investment in the company and am wondering if they still have a chance to prove their technology or if their mounting losses will see their financial runway runout before they can become viable.

Q: I have been waiting for a chance to buy this on a dip, would you buy here? What are your current thoughts on this stock?

Thanks!

Q: Could you please give me your opinion on Converge Technology including its fundamentals, insider ownership, and growth potential. Thank you

Q: Bought at $127.00. Your your thoughts on holding during this uncertainity in market.

Q: Shopify has continued to record new highs almost every week. Do you think the fundamentals and growth potential support this or is it moving because it is a very popular stock. I have sold half my position and am wondering if it is time to sell the rest. Thank you.

Q: Hi team,

Could you tell us why the 10% jump today ?

Thanks!