Investment Q&A

Q: How do you feel about the earnings for tecsys? Buyable here? Thanks

Q: Dont own this yet.Buy today ??

Q: Hello,
is it a good time to buy some Syz ? Half position or full position ? I am in for the long term. Thank you.

Q: I was wondering if you could shed some light on why trade was halted on this stock. Thank you.

Q: How do you see the market's reaction to Kinaxis's earnings?
Thank you

Q: I would like to increase my stock weight in technologies. I only currently have a 1,5% in BB and 2,5% in PHO. I have a 5% cash position in my TFSA to invest with a long-term growth (10years+) horizon. What tech company would you recommend for a new position?
Thank you,

Q: What is your current assessment of CSIQ ?

Q: I am curious about LIDAR technology and who the market leaders may be in the US and or Canada. Any suggestions how to make an investment in this area?

Q: Greetings
As a follow up to a question from Paul, you might consider 'HACK' an ETF focused on the cyber security industry. 5i please feel free to offer your own commentary as to its suitability or performance, etc.

Q: Could you recommend some cyber security companies please. Thanks

Q: Are there any publically traded Canadian industrial IOT (IIOT) software companies? Seems they are all VC funded until acquisition.

Q: My Consumer-Cyclical sector is 6% too high and Technology sector is 2% too low.

So need to sell one of (AW.UN, BPF.UN, BYD.UN, CCL.B, CGX, ECI), each with ~ 2% position. Hard to sell any of these tried-true 'favourites' -but trying to take the emotional side out of the decision, and be disciplined. So, I think I should sell CGX because it has been flat for 2 years and I don't expect much upside. Can you provide your an order of selling preference?

And I need to add to these existing Technology Sector holdings (CSU, ENGH, KXS, MDA, PUR, SHOP). Thinking (OTEX, ITC) or more of existing ones.

57 year-old with a Growth & Sector & Dividend oriented portfolio.

As always, thank you for your wise guidance.

CSU, CCL, MDA, ECI, ENGH, BYD, OTEX, SHOP, AW, BPF, PUR, ITC

Q: Hi, could you give us your thoughts on their 1/4 and the prospects for the company now.
Thanks

Q: Could you please comment on Pho's preliminary numbers and reasoning why they would post unofficial results? Is it an affirmation of guidance?
Thank you

Q: Do you know why the globe shows a negative forward p/e for NeuLion? The trailing p/e is quite low.

Thx much.

Q: With all the talk about the future of drones with Amazon etc.. what companies are in the hardware or software space related to drones. Is it too early to invest?

Q: Hi on Feb 9th you mentioned it was hard to make a case for owning RKN
today they announced their "New Strategic Plan for long term growth and sustained profitability" as the share price is now $1.20 do they look any better . No position currently
- Also the former CEO and current board member Lucas Skoczkowski sold well over 2 million shares in a black out period . Will this create any negative scenario for the company
Thanks

Q: Just joined and will be slowly adopting your balanced equity model portfolio.

I am heavily overweight in financial ( 25%) and energy ( 19%) and have very low exposure to tech ( 2%). Which 1 or 2 of the tech stocks currently in your portfolio/research would be best to add at this point in time. I will probably drop each by about 5% to get 10% into the tech stocks you suggest as a first move.

Q: I am interested in listed companies that manufacture and sell robots for warehouse use. I think this market is going to grow substantially in the next while. Can you suggest some companies that are involved in this area ?

Q: OCLR dropped 11 percent yesterday on a rumour it may lose ZTE as a client. Is this a buying opportunity or is the risk higher on this name now?