Investment Q&A

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Lam Research Corporation (LRCX $175.87)
  • $175.87 P/E (TTM): 39.31X Cap: $220.89B
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Q: Please analyze Lam's earnings...Given that they are Photon Control's largest customer, this should give PHO a lift...Do you see anything in their commentary about the semi conductor industry firming up? How was their guidance?

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Read Answer Asked by Cory on January 24, 2019

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $128.54)
  • $128.54 P/E (TTM): 17.46X Cap: $27.91B
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• Constellation Software Inc. (CSU $3,344.59)
  • $3,344.59 P/E (TTM): 77.12X Cap: $70.87B
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• Enghouse Systems Limited (ENGH $20.50)
  • $20.50 P/E (TTM): 15.4X Cap: $1.12B
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• Kinaxis Inc. (KXS $176.53)
  • $176.53 P/E (TTM): 105.84X Cap: $4.91B
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• Open Text Corporation (OTEX $45.48)
  • $45.48 P/E (TTM): 17.43X Cap: $11.48B
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Q: Hello 5I
Which one would you like best going forward as I’m looking to reduce my Tech holding to approximately 10%?
Thanks

Sylvain

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Read Answer Asked by Sylvain on January 23, 2019

• Netflix Inc. (NFLX $94.15)
  • $94.15 P/E (TTM): 39.46X Cap: $398.94B
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Q: Do you think we will see significant retraction in this one to the December lows? I don’t know whether to sell it or buy more.

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Read Answer Asked by Jason on January 23, 2019

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: I have been recommended this stock by a friend...what do you advise on it's current value...it has had quite a ride with a Beta of over 3.5

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Read Answer Asked by John on January 23, 2019

• CI Tech Giants Covered Call ETF (TXF $23.48)
  • $23.48 P/E (TTM): 37.32X Cap: $715M
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Q: What are your thoughts on TXF to gain exposure to the Nasdaq high flyers but with a covered call aspect yielding a good income?

Thnx
Dave

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Read Answer Asked by David on January 22, 2019

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: A friend of mine is recommending this stock that appears to have a good moat and is bouncing back after the December sessions. Quite a drop. Would it be worth buying now?

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Read Answer Asked by John on January 21, 2019

• iShares Core MSCI All Country World ex Canada Index ETF (XAW $51.68)
  • $51.68 P/E (TTM): 20.13X Cap: $3.65B
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• iShares MSCI World Index ETF (XWD $110.64)
  • $110.64 P/E (TTM): 28.1X Cap: $1.50B
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• iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $63.01)
  • $63.01 P/E (TTM): 19.95X Cap: $4.27B
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• iShares S&P/TSX SmallCap Index ETF (XCS $30.86)
  • $30.86 P/E (TTM): 3.09X Cap: $222M
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• iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $47.61)
  • $47.61 P/E (TTM): 17.68X Cap: $693M
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• CI Morningstar Canada Momentum Index ETF (WXM $44.00)
  • $44.00 P/E (TTM): 13.85X Cap: $865M
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Q: What Canadian listed ETFs that are invested more so in growth stocks would be suitable for a TFSA with a mid to long term horizon? I wish to have geographic diversification through one or more ETFs and one or more ETFs investing in small to mid-cap stocks. If there are mutual funds that have better performance, after fees, please list as well.

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Read Answer Asked by perry on January 21, 2019

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $128.54)
  • $128.54 P/E (TTM): 17.46X Cap: $27.91B
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• Open Text Corporation (OTEX $45.48)
  • $45.48 P/E (TTM): 17.43X Cap: $11.48B
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Q: I'm looking to buy either GIB.a or OTEX. Which one do you like best going forward and why? Best, Don

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Read Answer Asked by DONALD on January 21, 2019

• Atlassian Corporation (TEAM $163.99)
  • $163.99 Cap: $43.14B
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Q: Hi ,
Could you comment on the latest report?
and why is it down with high volume.

Do you think this is a good time to add?
thanks!

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Read Answer Asked by Issaku on January 21, 2019

• Gentex Corporation (GNTX $23.45)
  • $23.45 P/E (TTM): 13.85X Cap: $5.13B
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Q: Looking to add GENTEX Corp. to my RRSP account. They have been increasing the dividend at a good rate as well as revenues the last few years. Your opinion would be greatly appreciated.

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Read Answer Asked by JOHN on January 21, 2019

• Sylogist Ltd. (SYZ $5.69)
  • $5.69 Cap: $133M
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• Celestica Inc. (CLS $415.37)
  • $415.37 P/E (TTM): 51.24X Cap: $47.78B
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• Open Text Corporation (OTEX $45.48)
  • $45.48 P/E (TTM): 17.43X Cap: $11.48B
  • View OTEX Profile
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Q: I currently own CLS and thinking of selling this stock and buying SYZ or OTEX or would it be best to buy both? I currently already have KXS and PHO. These are the only 2 tech stocks that I will own after selling CLS. My total weight is only 5%.

Thanks

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Read Answer Asked on January 21, 2019

• Constellation Software Inc. (CSU $3,344.59)
  • $3,344.59 P/E (TTM): 77.12X Cap: $70.87B
  • View CSU Profile
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
  • View SQ Profile
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Q: I have one third position in SQ and two third position in CSU. I need to choose one.
Which would you choose.
Clayton

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Read Answer Asked by Clayton on January 21, 2019

• Solium Capital Inc. (SUM $1.45)
  • $1.45 P/E (TTM): 172.9X Cap: $1.08B
  • View SUM Profile
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Q: What is your view on Solium Capital? Would you consider it a buy, hold or sell?

Thanks
Amy

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Read Answer Asked by Amy on January 21, 2019

• Atlassian Corporation (TEAM $163.99)
  • $163.99 Cap: $43.14B
  • View TEAM Profile
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Q: Interesting swing in TEAM this morning. It started very strong and then plunged almost 10%.
Although expensive, still worth investing in the long term?

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Read Answer Asked by Mike on January 18, 2019

• Canadian Solar Inc. (CSIQ $24.31)
  • $24.31 Cap: $1.61B
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Q: Csiq. canadian solar. nice recovery. just getting a little better than even in a registered account, would you switch for a US dividend paying stock. or there is there more wind to the solar. apreciate your point of view.

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Read Answer Asked by francois on January 18, 2019

• Meta Platforms Inc. (META $658.69)
  • $658.69 P/E (TTM): 29.38X Cap: $1.66T
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• NVIDIA Corporation (NVDA $188.22)
  • $188.22 P/E (TTM): 47.28X Cap: $4.57T
  • View NVDA Profile
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• Bank of Nova Scotia (The) (BNS $101.28)
  • $101.28 P/E (TTM): 24.89X Cap: $125.78B
  • View BNS Profile
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• Kinaxis Inc. (KXS $176.53)
  • $176.53 P/E (TTM): 105.84X Cap: $4.91B
  • View KXS Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $229.85)
  • $229.85 P/E (TTM): 148.55X Cap: $299.09B
  • View SHOP Profile
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• Spin Master Corp. Subordinate Voting Shares (TOY $19.54)
  • $19.54 P/E (TTM): 26.6X Cap: $2.02B
  • View TOY Profile
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Q: Hi 5i! I'm a middle-aged subscriber that has picked up some of the 5i researched companies - most recently Kinaxis and BNS. I'm slightly overweight Kinaxis and Shopify since I see them as potential growth engines. KXS, TOY, NVDA, SHOP, FB, and BNS are all in my non-reg account. If I need cash this year for personal projects, which companies might you recommend I start selling? Thanks!

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Read Answer Asked by Marc on January 18, 2019

• QUALCOMM Incorporated (QCOM $173.43)
  • $173.43 P/E (TTM): 34.89X Cap: $185.74B
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• Western Digital Corporation (WDC $179.68)
  • $179.68 P/E (TTM): 26.39X Cap: $60.94B
  • View WDC Profile
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Q: Hi, Is WDC a buy at this level or is there another stock(s) in your portfolio's that you would consider a better long term buy? Thanks.

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Read Answer Asked by Claudio on January 17, 2019

• Atlassian Corporation (TEAM $163.99)
  • $163.99 Cap: $43.14B
  • View TEAM Profile
  • View Questions on TEAM

Q: Hi guys, Do you know of any reason for the downgrade for TEAM by Morgan Stanley today?
Thanks as always!

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Read Answer Asked by Susan on January 17, 2019

Q: Good Evening
I have the ETF RBOT in my TFSA account and it is down 27%. I will appreciate your comments whether to hold it, sell it or average down.
Thank you as always.

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Read Answer Asked by Terry on January 15, 2019

• Box Inc. Class A (BOX $30.63)
  • $30.63 P/E (TTM): 24.26X Cap: $4.30B
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• Spotify Technology S.A. (SPOT $581.19)
  • $581.19 Cap: $118.47B
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• iQIYI Inc. (IQ $1.94)
  • $1.94 P/E (TTM): 16.99X Cap: $1.83B
  • View IQ Profile
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Q: You've mentioned these in the past as ones to watch. Current thoughts on these?

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Read Answer Asked by Neil on January 15, 2019