Investment Q&A

Q: Hi,
I own shares of BR (BROADRIDGE FINL SOLNS INC). They closed up by 11% today. I have owned them for the past 4 years and they have appreciated by 138%. I plan on holding. I would like your opinion please. Thank you.

Q: Hello,
Could you please comments on BRKS and MKSI earning and outlook. I have both BRKS and MKSI. Should I switch to MU?

Thanks

Victor

Q: I have held both Amazon and Shopify as a means to gain exposure to the online commerce sector. Given the relationship between the two, would you recommend owning choosing only one, continuing with both or adding another name into the mix?

Q: I thought LITE's earnings and guidance were very strong. The market seemed to agree and the stock was up 5-6 pre market.

Then trading happened and the stock was at one point $3 lower and finished $1.3 lower.

Can you provide an explanation from a pros POV?

Thanks

Sheldon

Q: Please comment on Solium Capital's 2nd Quarter results. Thanks!

Q: Could you comment and the latest Q2 result.

Thanks,

Q: May I please have your opinion on earnings? Thanks.

Q: I have done nicely with this quiet stock. Should I continue to hold? Thank you, Bill

Q: Hi Team,
Given the drastic pull back since WDC's record highs reached back in March, is it a hold, buy or sell? I currently have a 2% position on WDC.
Regards,

Q: Aug 1, 2018 - CAE acquires Alpha-Omega Change Engineering (AOCE)
CAE today announced that CAE USA Mission Solutions Inc., a subsidiary of CAE USA, has acquired Alpha-Omega Change Engineering (AOCE) for approximately US$29 million, excluding post-closing adjustments. The acquisition will enhance CAE USA’s core capabilities as a training systems integrator (TSI), grow CAE’s position on enduring platforms such as fighter aircraft, and expand the ability for CAE USA to pursue higher-level security programs in the United States.

AOCE, based in Williamsburg, Virginia, provides a range of aircrew training services, operational test and evaluation, and engineering support services to the U.S. Department of Defense and U.S. intelligence services.

Would you please provide your opinion of this acquisition by CAE and what is their competition in the Defense Sector?
Thanks

Q: Hello 5i gang,
What is your opinion on ANET for a full position buy now?
Thanks,
Ken

Q: Hi,
Could I have your analysis of Baylin's results ?

Thanks

Q: Can you please comment on RPD’s results. Thank you

Q: I currently own PHO 3% RHT 2% AND KXS 5% I would like to add one more tech stock and wonder which would be the best fit with the 3 that I currently own. . CLS, TSGI, or OTEX.

Thanks

Q: Can you please comment on the Earnings and how the Market might react.

Thanks Valter

Q: please comment on the latest Q.l

Q: Hi Peter and Ryan,
What is your take on Electro Scientific Industries qtr report and the guidance, do you see positive sign for the future? Should I continue to hold this stock?

Thank you for your great service!

Q: I have a question about CGI. Please comment their results and also what is their debt level. Is it comparable to other companies equivalent to them or is it better.

Thank you

Q: God morning,

Is it better to own ETF XIT or own only one tech stock OTEX?

Thanks

Q: Please comment on Cognex earning release. The price is surging.
Thanks a lot