Q: I have been holding WIN for the last 3 years. Should I still hold?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Good morning,
Is Open Text a buy at today's price?
Anything new to add?
Is Open Text a buy at today's price?
Anything new to add?
Q: My portfolio is mostly Canadian companies. I would like more U.S exposure. I think Canadian ETFs would be best for me. Are there any which would contain companies like Apple, Facebook or Amazon? Is there an economic area and ETF you think will outperform that could invest in?
Thank you.
Thank you.
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Hi 5i Team,
Could you please tell me a few good names in the Information Technology sector ? Also why you like them?
Thanks
Could you please tell me a few good names in the Information Technology sector ? Also why you like them?
Thanks
- Meta Platforms Inc. (META)
- Constellation Software Inc. (CSU)
- Detour Gold Corporation (DGC)
- Kirkland Lake Gold Ltd. (KL)
Q: Hello Peter,
Facebook announced great results;however, the stock hardly moved. Any comments? For gold, would you consider kirkland lake and detour as long term holds in that sector. Also, constellation software after the article in the globe has taken a step back. Is it good time to add more? Thanks very much
Facebook announced great results;however, the stock hardly moved. Any comments? For gold, would you consider kirkland lake and detour as long term holds in that sector. Also, constellation software after the article in the globe has taken a step back. Is it good time to add more? Thanks very much
Q: I'm overweight in Technology.
If you could only keep one the following companies,SYZ (Sylogist)
OTC (Open Text) and CSU (Constellation Software),which one of these companies would you keep and why?
Thank you
If you could only keep one the following companies,SYZ (Sylogist)
OTC (Open Text) and CSU (Constellation Software),which one of these companies would you keep and why?
Thank you
Q: With the recent run up, do you think I should wait for a pull back to add to my position??
THX
THX
Q: I'm thinking of selling CSU after a 125% gain and moving the funds into ENGH. I'm looking for long term growth of 10+ years. Thoughts?
Q: Could you please comment on the recent earning earnings? They seem quite solid but without reference to expectations, it is hard to judge them.
By way of a comment, while you have never said anything negative about this company, it is not one that you seem to tout very much although it has been a solid performer and value grower for many, many years. Do you see this a reasonable core holding in tech?
Appreciate your insight.
Paul F.
By way of a comment, while you have never said anything negative about this company, it is not one that you seem to tout very much although it has been a solid performer and value grower for many, many years. Do you see this a reasonable core holding in tech?
Appreciate your insight.
Paul F.
- TIO Networks Corp (TNC)
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
Q: Technology is 15% of my equity portfolio. It is made up of KXS, TNC and OTC at 27% each and ENGH at 19% of the technology component. BTW thanks so much for recommending these. ENGH is "resting" after an amazing run up to about Jan/16. I suspect it will start to move up again if I remain patient. So just asking, would you change anything here?
Q: Today Intrinsyc press released another sizable order. They have had a steady flow of news releases the last 8 weeks on services and production wins. The stock seems range bound over this period despite its trades rather cheaply on trailing basis for Company that is showing very strong revenue and profit growth. I know the market cap is only $45M but many other tech stocks, same size, trade at much higher multiples and they have inferior balance sheets compared to ITC. Any insight or is ITC is stock that is ready to be re-rated much higher in coming months?
Q: I have about 22% of my portfolio in tech and would like to trim back. QCOM makes up about 3.1% of the total and NVDA, 4.3%. At this point would you sell one of these or sell some of each?
BTW, my other tech holdings are: CSU (3.8%) KXS (2.4%) SHOP (4.2%) GOOGL (3.5%)
Thanks for everything you do!!
BTW, my other tech holdings are: CSU (3.8%) KXS (2.4%) SHOP (4.2%) GOOGL (3.5%)
Thanks for everything you do!!
Q: With the kerfuffle over QCOM I noticed there is talk about the buyout of NXPI not going through. Further some analysts are bringing NXPI's price target down. One part of me likes the arbitrage between the two. So 2 questions. What does NXPI look like to you on a stand alone basis and what do you think of trading out of NXPI into QCOM over a period of time?
Q: Thanks for the timely reply.
As a follow up question, and since QCOM reports this week, what percentage of its business is tied up with Apple? Who are the top five customers and specifically % of sales for these top five QCOM customers.
Thanks again!
As a follow up question, and since QCOM reports this week, what percentage of its business is tied up with Apple? Who are the top five customers and specifically % of sales for these top five QCOM customers.
Thanks again!
Q: would you buy qualcomm here and why?
Q: Hello 5i!
Knowing that SHOP is expensive on a PE basis, what is it's Price to Sales ratio? How does that compare to the other FANG stocks? (Facebook, Amazon, Nextflix and Google). Do you consider it reasonably price on that metric?
Looking forward to the 5i Event tomorrow!
Regards,
Angelo
Knowing that SHOP is expensive on a PE basis, what is it's Price to Sales ratio? How does that compare to the other FANG stocks? (Facebook, Amazon, Nextflix and Google). Do you consider it reasonably price on that metric?
Looking forward to the 5i Event tomorrow!
Regards,
Angelo
Q: Hi everyone,
Intended to buy in the US, which one do you think is a better buy in terms of growth and safety:
Shop or Momo?
Thanks in advance for your insight!
Intended to buy in the US, which one do you think is a better buy in terms of growth and safety:
Shop or Momo?
Thanks in advance for your insight!
Q: Just a quick comment and suggestion on Tucows. I've held on to Tucows since last year to see how well their U.S. wireless carrier product Ting would contribute to growth. Something I didn't expect as a growth kicker is that their higher valuation gives them more leverage to consolidate other domain service providers into their core business. TC is up 15% this morning as they're buying a competitor. Might be worth taking a look again to add to a growth portfolio and would be great if you could do a report on them!
Thanks for the excellent service as always.
Thanks for the excellent service as always.
Q: Thanks for your Shopify reply. As a follow-up, no business relationship is secure forever but I was surprised you mentioned the risk with their Amazon relationship/partnership. Would they not have a contract for an extended period to justify Shopify's investment in time and resources at the expense of other opportunities and who else would be a potential partner that would be in a position to replace Shopify?
Thank you.
Thank you.
Q: Could I get your thoughts on the Canadian SaaS space please. I currently hold SHOP & a small position in AT, are there any others that you could recommend or are currently on your watch list?
Thanks for your excellent service and guidance in 2016, I have no hesitations in renewing this year!
Thanks for your excellent service and guidance in 2016, I have no hesitations in renewing this year!