Q: In the technology sector, I have OTC(2.8%), WIN (1.5%), ESL (0.62%), AYA (1%). They represent 5.92% of my portfolio. WIN and ESL are not doing well but the loss is not significant. Since I have low exposure to this sector and would like to add more, what stocks should I be looking at? The ideal sector weight should be around 10%. Thanks
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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, you have recommended Nvidia as a momentum play couple of days ago. Could you please provide your thesis for this stock?
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Sylogist Ltd. (SYZ)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Enghouse Systems Limited (ENGH)
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Kinaxis Inc. (KXS)
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Open Text Corporation (OTEX)
Q: I have 15% of my well diversified portfolio in Tech stocks. I am thinking of consolidating my 7 stocks into a smaller number of stocks - perhaps down to 5. I have 2%-3% in all the mentioned companies except SYZ at 1%. Any suggestions as to which companies to sell and which ones to "top up" would be appreciated, or maybe just leave as is.
Q: I recently read the Economist's Special Report on AI and the billions that are being invested in this area. Can you recommend any investable companies in this area?
Q: I'm trying to understand SYZ. It's a fabulous company but little known. There is strong insider buying and the company is aggressively buying back shares. The share price has moved steadily from $6.60 to the $10.50 range. It isn't widely followed by the market. 5i has been the big supporter to date. My concern with the stock is that the upward movement in the share price appears to be directly due to the company buying back shares. If the company stops buying, what happens next? I guess the question is how does a small company get broader recognition and a wider following to push the price higher on pure market conditions? When the company isn't buying shares, the trading volume is usually very low.
thank you
thank you
Q: I'm confused by Tucows. When the markets were going down, this one was going up. Today, in an up-market, it's down. Any thoughts on why it trades opposite to the markets?
Q: In light of the Brexit vote do you think that today or early next week would be a good time to add to my position in this security or do you feel that it has too much European exposure? Thank You. Brian
Q: Can you please give me and others your reasoned view and outlook on these two esoteric, hi tech companies. Thank you
Q: I am wondering if you know of any companies to invest in that are involved in "wearable Technologies".
Q: CSU has been flat this year. Is the high growth that we have seen in previous years over? What kind of expectations do you have for this stock going forward?
Q: Do you have any insight into why WIN is tanking?
With appreciation.
Ed
With appreciation.
Ed
Q: Much has been made of the emergence of "fintech" as an emerging sector with substantial upside. Can you recommend an ETF that covers this area....or absent that, a few recommended specific companies
Clay
Clay
Q: Does the announcement that Polycom has received a higher offer than Mitel's affect this deal in way? I thought the board had accepted the Mitel offer so does this news just re-inforce that it is a good deal for Mitel or does the uncertainty hurt the deal?
Appreciate your insights.
Paul F.
Appreciate your insights.
Paul F.
Q: Hi guys, I just wondered if you had any idea what caused the 10% downturn today? Thanks!
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Sylogist Ltd. (SYZ)
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Constellation Software Inc. (CSU)
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Enghouse Systems Limited (ENGH)
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Kinaxis Inc. (KXS)
Q: I don't have a lot of tech exposure in my portfolio and am looking to add. Which of the tech companies in the model portfolio should an investor start buying at this point if you could only buy two? Thanks
Q: Nvidia went from $19 to a new high yesterday of $46 and change. I know US is not What you follow but moving away from PCs and into virtual reality supplying tesla could this stock go to the moon? I am thinking of averaging up.Motley Fool David Gardner touts it as the next Apple and that investors should get in on the ground floor of this revolutionary company. I value 5is opinion so what is yours on this thesis?
Q: What is propelling Norsat International these days. It's up about 35% in the last month and up considerably in the last few days. Could it be considered a long term hold based on fundamentals or is this just a blip for an otherwise slow and quiet small Canadian company?
Q: I was saddened to hear about the tragic loss of CEO of Spectra7. Where does this leave the company, since it is a small company? Do you feel they can move forward, or more likely to try sell the company now? I imagine it will take a long time to regain their footing? Or was there a lot of operational involvement from others in the company that could move it forward?
Q: Comments on Photon Control's Q1 results please.
I really like this small unique company. No debt and tons of cash which it seems to add to every quarter. I'm thinking about adding to it some more at these levels. One thing that has frustrated me; however, is the cash stock pile not doing much... just sitting there on their balance sheet.
Thanks
I really like this small unique company. No debt and tons of cash which it seems to add to every quarter. I'm thinking about adding to it some more at these levels. One thing that has frustrated me; however, is the cash stock pile not doing much... just sitting there on their balance sheet.
Thanks
Q: Could you please comment on $WIN, Wi-Lan. Is it a buy at current prices after such a large run up.
Thanks Valter.
Thanks Valter.