Investment Q&A

• Evertz Technologies Limited (ET)
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Q: I noticed that you have this stock on the Income Portfolio, if you could only choose one technology for a RRSP from all 3 portfolio that you cover would you choose still ET or one of the other tech stock that you cover? This is for a long term hold. If you were to choose another stock which one would it be?

Thanks

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Read Answer Asked on May 05, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Is Shopify buyable here or is it too expensive? I realize it is growing quicky but the stock never seems to pull back. Also, please charge me two question credits if you like, but what are the consensus revenue figures for 2018, 2019 and 2020. Thanks.

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Read Answer Asked by Michael on May 05, 2017

• Keysight Technologies Inc. (KEYS)
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Q: What is your outlook for the company? Thank you

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Read Answer Asked by Tova on May 04, 2017

• Mitel Networks Corporation (MNW)
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Q: Please your view on Mitel's results released today.I am down 17%.Is it worth holding?If not,please suggest your best 3 stocks(in order of preference) as replacement.Always appreciate your usual great services & advices.

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Read Answer Asked by Peter on May 04, 2017

• Amazon.com Inc. (AMZN)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: The accelerating economic trend towards online commerce is one I feel is woefully underrepresented in my current portfolio. How would you suggest I address this today? Buy AMZN? Buy SHOP? Would half positions make sense given the strong runs these stocks have had?

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Read Answer Asked by Patrick on May 04, 2017

• CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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• Constellation Software Inc. (CSU)
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• Kinaxis Inc. (KXS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: I am underweight technology and have targeted KXS as my first purchase in this sector. Can I please get your other top 3 technology picks to build a well diversified technology portfolio.

Thanks and keep up the great work!

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Read Answer Asked by Scott on May 04, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: After that huge run up yesterday, I see on Twitter that Merrill Lynch has an out rite sell on the stock
What are your thoughts going forward.
Thanks

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Read Answer Asked by Rick on May 03, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Would you consider SHOP a buy at these levels.

Thank You
Craig

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Read Answer Asked by Craig on May 02, 2017

Q: Can you please give me your thoughts on Imperva (IMPV)?

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Read Answer Asked by adam on May 02, 2017

• NexJ Systems Inc. (NXJ)
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Q: Can you please comment on the recent NXJ results, they don't seem to sit well with the market. Do you think it has potential?

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Read Answer Asked by Andrew on May 01, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Do you know if there is already any shot activity on Shopify ? or any threat of such action.

Would Shopify be a suitable candidate for a "short attack"

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Read Answer Asked by Leonard on May 01, 2017

• QUALCOMM Incorporated (QCOM)
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Q: May I have your thoughts wrt to their earnings and their potential going forward? Hold or buy?

Thanks for your great service!

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Read Answer Asked by Rick on May 01, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Shopify reports next week, and I would assume there will be a large loss reported. Does that mean Monday we will see a large run on the stock and should we consider unloading to lighten exposure.
Thanks

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Read Answer Asked by Rick on May 01, 2017

• Constellation Software Inc. (CSU)
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Q: Comments please on Constellation's latest quarter.
Thank you

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Read Answer Asked by Marty on April 27, 2017

• BlackBerry Limited (BB)
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Q: Hi Peter,

I have a 5% position in Blackberry. Can you please let me know your take on this stock.

Thank you,
Tom

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Read Answer Asked by Tom on April 24, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: What do you think of Shopify's new card?

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Read Answer Asked by Elaine or Gerry on April 24, 2017

• Mazor Robotics Ltd. (MZOR)
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Q: What is your assessment ? Thank you

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Read Answer Asked by Kamal on April 21, 2017

• Lumenpulse Inc. (LMP)
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Q: How does LMP look now to take a position ? Thanks, Paul

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Read Answer Asked by Paul on April 21, 2017

• BlackBerry Limited (BB)
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Q: Hi 5i, BB added to S&P/TSX shareholders yield, is that mean pay special dividends? Thank you

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Read Answer Asked by Hue on April 18, 2017

• Tucows Inc. (TC)
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Q: I have a question about Tucows. I am watching Tucows go up this week. Can you please advise if you think there is any reason why this would not be sustained? (i.e. wondering if I should sell and just reap some profits here) Thanks very much,
Marilyn

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Read Answer Asked by Marilyn on April 17, 2017