Investment Q&A

Q: The deeper Amazon integration announced today was good news. How does this differ from their previously announced partnership?

Q: You've referenced the relationship between SHOP and AMZN in recent questions, but haven't said anything specific about the relationship - could you tell me/us what the relationship is? Is there a financial relationship between the two, or does SHOP help AMZN indirectly through better inventory management of sellers?

Also, I used to own Channel Advisor (ECOM) (which I think is in a similar business as SHOP). I sold ECOM at a loss and am wondering how the two differ, and why SHOP is the better preformer, if you are aware?

Q: I want to put some money in semiconductor stocks. Do you have a company name or ETF that you would recommend? thanks

Q: Hello 5i

Can you give me 4 names for Artifical Intelligence as that area looks good moving forward

Thanks Mike B

Q: Why there is always big difference on percentage in trading SHOP on TSX and trading SHOP on NYSE.
Is it better to buy SHOP on NYSE or TSX and why? I have US$ acct. and CAD $ acct.
Thanks Andrew

Q: What's up with Open Text ? Share split ?

Q: Happy New Year!

I am looking to buy a technology stock. Which of these two names would you prefer or is there another name you would suggest? If you had the option would you buy this in a TFSA or investment account?

Thanks

Q: If you had a choice between FB and SHOP, which would you choose. The stock will be in a RRSP and a long term hold (likely more than 5 years).

Q: Best of the Season to All at 5i
Is 5i planning to do report on Shopify? If so, I was wondering if you could address the following: Shopify now has a market cap in excess of $5B. It has negative earnings, and is not expected to make a profit in 2017. Its estimated revenues in 2017, according to Morningstar are approx $0.55B
To put this in perspective, Linamar has a market cap of $3.8B. It made $350M of free cash flow in 2015 and will increase that in 2016. This is AFTER some $375M of capital investment is subtracted from earnings. I realize they are in entirely different industries, but if I could magically own one company or the other outright today, I would choose LNR in a heartbeat.
The market is always right I suppose, and you have a 100% gain on SHOP in your growth portfolio. But at what point does the reality of fundamentals come into play?
I recall years ago when Ballard Power had a higher market cap than Loblaws. That happened.
P.S. Yes, I do have a case of sour grapes because I did not heed your advice and buy SHOP when you recommended it!
Cheers
John

Q: You've said this stock is expensive. What do you think of the citrus tweet which dropped it so much on Wednesday? If you were going to shift money to a different stock in the sector (aside from AMD which I also own) where would you put it?

Q: involved in internet of things top etf s are piling in . your thoughts please

Q: Thinking of buying 1 or 2 of above 5.Is this a good entry point?Please pick 2 & list your preference.Appreciate u usual great services & opinions.

Q: ZQQ-T (BMO Nasdaq 100 hedged) and XQQ-T (BMO Nasdaq 100 hedged) appears to contain the same tech companies in the same proportion. What difference do you see between the two ? What would be the equivalents on the U.S. market and is it better to buy this type of etf on the Cdian market (hedged) or directly on the U.S. Market ?
Thanks for your good attention,

Jacques

Q: Wilan is taking me on a wild ride. Do you think they are gearing themselves to be bought? And would 4.00 be a fair price for someone to buy their patent portfolio? Stock is moving up everyday!!!

Q: Could you give your latest outlook on nxo volumes and price up time to get in or not.

Q: IF BLACKBERRY HAD A DIFFERENT NAME NO PAST HISTORY . BUT AS AN EMERGING SOFTWARE COMPANY DO YOU LIKE WHAT YOU SEE IN A 5 YEAR HOLD.

Q: Your thoughts on the recent announcement from BB of emphasizing their software (QNX in particular)and security within the Internet of Things. I have long been of the mind that this direction could pay off for them.

Thanks and all the best for the holidays.

Q: What do you think about Sandvine at these prices? For a two year hold? Are there other companies you like better in that space?

Q: I am up about 70% in a relatively short period. Time to sell?

Q: Hi,

In the technology sector I definitely have enough CSU, and enough ENGH and OTC. I also own GIB.A and SHOP. I have been wanting to buy KXS, but am wondering with 5 technology positions already owned does it make sense to add KXS? Will I be over diversified if I add KXS?

Paul