Investment Q&A

• NVIDIA Corporation (NVDA)
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Q: Could you please comment on Nvidia's results?

I see it as a long term hold? Do you agree?

Many thanks, Peter

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Read Answer Asked by Peter on August 11, 2017

• Quarterhill Inc. (QTRH)
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Q: Peter and His Wonder Team
Please comment on there quarterly report and its future implications. Would you classify this company as a solid hold, contrarian buy or dead money?
Thanks again...you are an invaluable service to us amateurs!
Dr.Ernest Rivait

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Read Answer Asked by Ernest on August 11, 2017

• Kinaxis Inc. (KXS)
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Q: I am down 25% on KXS now and a lot of investors seem to be fearful, (though there must be buyers as well!). In your opinion would this be a good time to build back up to a 4% position or better to wait for the next quarter? Thanks.

Harvey

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Read Answer Asked by Harvey on August 10, 2017

• Miscellaneous (MISC)
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Q: Do you think that technology still has legs to it? Specifically, I am considering the FAANG stocks.
Please deduct as many credits as required.
Thank you

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Read Answer Asked by Teresa on August 10, 2017

• Stars Group Inc. (The) (TSGI)
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Q: This stock is classified as technology but wouldn't also be classified as consumer discretionary because because it is gambling?

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Read Answer Asked by Carla on August 10, 2017

• Applied Optoelectronics Inc. (AAOI)
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Q: would you rate this a worth while risk

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Read Answer Asked by Gary on August 09, 2017

• Monolithic Power Systems Inc. (MPWR)
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Q: Hi Team,
Please, what can you tell me about this company? Looking at it as a direct hold or through an ETF.
Many thanks !

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Read Answer Asked by Nancy on August 08, 2017

• Sylogist Ltd. (SYZ)
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• Photon Control Inc. (PHO)
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• Applied Materials Inc. (AMAT)
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• Meta Platforms Inc. (META)
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• Alphabet Inc. (GOOG)
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• NVIDIA Corporation (NVDA)
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• Kinaxis Inc. (KXS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Block Inc. Class A (SQ)
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• Premier American Uranium Inc. (PUR)
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• Intrinsyc Technologies Corporation (ITC)
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• Bragg Gaming Group Inc. (BKD)
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• Cognex Corporation (CGNX)
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• Applied Optoelectronics Inc. (AAOI)
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Q: Looking for growth, I seem to have overdone it in the tech sector which is now near 30% of my portfolio. I assume you will tell me to rebalance, the question is how best to go about it to maintain a growth portfolio while reducing duplicates stocks. My tech names are as follow: itc-t 1%, aaoi-q 2%,amat-q 3%,nvda 1%,shop-t 1%,bkd-x 1%, syz-x 1%,kxs 3%,sq-n 1%,goog-q 3%, fb-q 3%,momo-q 3%,cohr-q 2%,cgnx-q 1%,pho-t 1%,pur-t 2%. Grateful for your suggestions.
Please deduct the number of crédits you deem appropriate.
Jacques

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Read Answer Asked by Jacques on August 08, 2017

• Microchip Technology Incorporated (MCHP)
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• NVIDIA Corporation (NVDA)
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Q: What's your take on recent earning? And thoughts on this company for 5 year hold or would NVDA be a better choice for this sector?

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Read Answer Asked by Jerry on August 08, 2017

• Open Text Corporation (OTEX)
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Q: Would appreciate your comments on Open Text earnings. OTEX quarterly results could be lumpy, as we know and stock is yet to recover from the sharp price drop after last quarter. What's your assessment, going forward ? Thanks

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Read Answer Asked by rajeev on August 04, 2017

• Kinaxis Inc. (KXS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Greetings, 5i.

If you had to pick either Kinaxis (KXS) or Shopify (SHOP) for a long term hold, which would you select, why and what weighting would you give it in a portfolio?

Thanks, again.

John

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Read Answer Asked by john on August 03, 2017

• Sierra Wireless Inc. (SW)
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Q: Sierra Wireless reported I thought fairly good results and made an acquisition which should bear fruit in the near future, yet yesterday the stock was down in after market trading in US of over 6%. What am I missing??
Thank you

Steve

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Read Answer Asked by Steve on August 03, 2017

• Lam Research Corporation (LRCX)
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Q: LRCX has fallen precipitously over the last few days. I cannot find a specific reason for this. Are you aware of why it has fallen so fast? Thanks.
Mike

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Read Answer Asked by Michael on August 03, 2017

• Oclaro Inc. (OCLR)
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Q: What is your opinion of this NASDAQ stock regarding the space their in as well as the management team for a 1-2 year hold also any potential to be taken out by a bigger competitor thanks a bunch

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Read Answer Asked by Greg on August 03, 2017

• ServiceNow Inc. (NOW)
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Q: can you please comment on this company.. what they do,their competition and outlook going forward? Is this a long term buy?

many thanks

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Read Answer Asked by adam on August 03, 2017

• Oclaro Inc. (OCLR)
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Q: Could you please give your opinion on Oclaro? Do you like their results released today, and would you continue to hold?
Many thanks.

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Read Answer Asked by Mary on August 03, 2017

• Celestica Inc. (CLS)
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Q: Any particular reason of recent weakness in the shares. I would like to increase to tech sector by adding this name. It is one of the holding of XIT:T.
Thanks

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Read Answer Asked by Piyush on August 03, 2017

• Advanced Micro Devices Inc. (AMD)
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Q: Hello,

What are your thoughts on AMD after their most recent earnings report.

Also, how much should exchange between the Canadian and US dollar factor into trade decisions.

Thanks,
Nick

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Read Answer Asked by Nicholas on August 03, 2017

• FLIR Systems Inc. (FLIR)
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• Cognex Corporation (CGNX)
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Q: Hello Peter,
I read your article on 'smaller' US stocks and have been keeping an eye and buying some of your recommendations.
Since then, CGNX has gone up quite a bit. With decent enough results this quarter it has zoomed. It was very expensive P/E multiple to begin with and now even more. But on the other hand, tech stocks are on fire and there is no indication of a slow down.
I am hesitating between CGNX and FLIR, which has also done well. Two different businesses. Where would you suggest I put the money? Or should I wait out the summer for a correction and maybe sector shifts?
Thank you in advance for your opinion.
Regards

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Read Answer Asked by Rajiv on August 03, 2017

• AXT Inc (AXTI)
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Q: Hi, can you give me your take on the above, its a US company and apparently just a great quarter.

Thank you..
Anthony

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Read Answer Asked by Anthony on August 03, 2017