Investment Q&A

Q: Your thoughts on these 2 co please. If you were to buy one today? Thanks. Alnoor

Q: Hello 5I Team,

Can I please get your views on OKTA? I like the space they're in and thinking of taking a 3% position.

Thanks

Reg

Q: Shop is have quite a good run up. Are you aware of any reasons for this?
Thanks
John

Q: Hello,

I would like to add one of these two companies to my protfolio.
Which one would you choose at this time.
Thank you

Q: Have recently heard some good things about both these companies but as a 68 year old investor who doesn't need to take money out wondering how you feel about them.

Q: Sierra Wireless has been recommended to us as a stock beaten down but maybe ready to get into. The last comment on it was early March. Your thoughts?

Thanks, Lesley

Q: I'd like to pick a US stock for my portfolio. I like NVDA, but do you feel it and MU at current prices are already overvalued and if so would you suggest something else.
Thanks!

Q: NXPI is currently trading at $114 USD and we are being offered $127.50 USD to tender our shares by June 8th. Why is the differential so great and should I tender?
Thank you

Q: What stocks would you suggest for the cyber security space in Canada and/or US? Thanks again.

Q: Hello 5i,
May I have your take on Box earnings please?
Crystal ball aside, what are your price, earnings expectations within the next year?
Still a hold? Add more? 2% position currently.

Q: Hi 5i team,
Interested in your thoughts on BOX's Q1/2019 results and guidance. Thinking of easing into a position and would appreciate your comments. Would this be good timing? Thanks,
Martha

Q: Greetings,
I see you believe ISRG to be one of the best managed companies in the US. I take that as a strong recommendation! Are they managed similar to CSU ie they don’t issue stock and the executives are made to purchase company shares? They appear to have little competition so I conclude they must develop their own technology instead of buying other companies to acquire their technology. How would you asses their growth - is it driven primarily due to organic growth or acquisitions? They appear to have a large cash hoard - are they buying back shares, planning to introduce a dividend or keeping it in reserve for acquisitions? You note growth is likely to be muted for the next 2 to 3 years so, all things being equal, is it reasonable to expect the share price to languish for the next 24 months or so?
Thanks
Jim

Q: Hi Guys Can I have your outlook for shop going forward. Thanks Mike b

Q: I have a small position in PHO. This is my only position in tech. Is it a wise move to invest in the tech space at this time, if so do you have a suggestion.

Q: For a long term hold, would you own CSU and SHOP equally or choose one of them and if only one which one?

Q: Morning guys:

I presently do not have a tech stock in my portfolio, I was thinking of buying tucows. Do you have a preferred name to buy at current levels.

Thank you.

Q: Can I have your opinion on the steep price decline in Baidu & Spotify, is the market reaction overblown ?
Thanks

Q: On March 6th you advised caution regarding PTK. Has anything changed thart might cause you to recommend taking a position at this tine?
GUY R

Q: Do you have any opinion on this Chinese “Netflix” company??

Q: What do you think about DOCU? I have read mixed things on articles in seeking alpha. It seems to have critical mass, with a large client base to potentially dominate the sector. There is of course the valuation.