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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: My tech portfolio includes the above plus full positions of SHOP, KXS and CSU. I am looking at topping up one of the above. At current prices which would you choose and why? The aim of this portfolio is growth with moderate stabiliy.
Read Answer Asked by Paul on July 18, 2017
Q: I would be grateful if you could advise me when NVDA will release its quarterly earnings. Also please provide the analysts'consensus with regard to the results.

Also, and this is probably off the wall, but in view of the apparent high value of NVDA and of the billions of dollars on the Microsoft, Apple, Google balance sheets, do you think NVDA could become a take-over target?

Thank you, Peter
Read Answer Asked by Peter on July 18, 2017
Q: Would really like your view on Celestica going forward and where the company stands based on valuation among their peers. And is there another tech stock one might consider which has a decent balance sheet... long term holder here.
Thxs. Kevin
Read Answer Asked by Kevin on July 17, 2017
Q: I am interested in adding to my technology holdings and am considering CGI or Open Text. CGI seems a little less volatile but Open Text pays a dividend. Do you have a preference for one over the other at this time. Perhaps there is a different Company that you would prefer to either of these. I also wanted to ask if you had a preference for buying in Canada or the US?

Thank you as always.

Don Schurman
Read Answer Asked by Donald on July 13, 2017
Q: I'm helping my 65-year-old mother reallocate some funds (mostly diversifying and ditching debilitated oil stocks and mutual funds). Using about 3% of her funds, she would like to make a tech purchase (her first) for a long-term investment (5+ years) aiming at growth for this particular position. Following your recommendations, we are considering (a) Constellation (CSU), (b) Kinaxis (KXS) or (c) a mix of both. These are two great stocks and this is a nice moment to buy tech in general, but which of these three scenarios would be best right now?
Read Answer Asked by Christopher on July 11, 2017
Q: Hi 5i team,
You recently mentionned that you expect the downturn in the technology sector to be short lived, because it is one sector where investors can find growth, and that the down trend could/would/should be reversed when second quarter results start to be released. What companies (presumably in the USA) will start this release period in the technology sector and at what dates? Thank you, Eric
Read Answer Asked by Eric on July 10, 2017
Q: I am underweight in Engh and have taken a hit on it since buying in at 60+. My tech holdings are a cumulative 18%. Would you recommend a full position now ( to 20%) after the big drop or sit on the sidelines. I have a long time horizon, and am wondering if the bloom is off the rose for Engh, or should I wait for the next quarterly earnings.

Thanks as always.

KC
Read Answer Asked by Kelly on July 07, 2017
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