Investment Q&A

Q: I own sierra wireless and I guess earnings look good. Stock is up nicely over $5.00 today. I want to add but wonder about forward earnings. They seem to be getting some traction sort of like nvda in the automobile space. Thanks.

Q: What is your opinion of Fortinet as it relates to its peers? Would you recommend HACK over an individual player in this space.
Thanks, Mark

Q: Could you please give me your opinion of the future growth of Servicenow (NOW), and whether you think it is a good hold. Is a drop of an expected growth rate from 150% to 50% a real concern?

Q: Would you switch from NVDA to STX here?

Q: For a TFSA. any one of these preferable

Choosing only GUD a sound choice, if one wanted maximum result

Q: Hi, can you please provide the street estimates for Q4, 2016 for Revenue, Adj. EPS and EBITDA. Thanks

Q: Now that Apple has risen to within 1% of its all time high and I am finally at a position slightly higher than when I bought, I am considering selling the shares and would be interested in your latest view on whether this is a good time to sell, or whether there is any advantage to waiting a while.
The shares are held in my wife's RRIF and if sold, I would want to buy something else in the same sector, or move into the health/pharma sector.
I bought the shares a few years ago after asking your advice and you suggested to buy either AAPL or GOOG. I suspect that GOOG has done much better since and I have to say I was never really impressed with the low dividend that AAPL pays, especially considering how much cash it has on hand.

Does the tech sector still have legs? Are there any companies you like in the tech sector in the US that pay a 3%+ dividend and still a chance of growth?

Thanks in advance for your deliberations.

Q: Hi Peter and Team,
What is your thought on Sierra Wireless quarter earning?
Would you see better future ahead?
I own this stock for almost two years, slightly below my cost.
Should I continue to hold ,or Would you think it is time to add some more, which is 1.75% weighting of my p/f.

Thank you for your good advice as always. Pui

Q: Good morning team. What do you think of NVDA quarterly results last night (Thursday)? My holding has grown to 3.5%. The after hours market looks neutral. I'm not sure why. Much thanks for all you do.

Q: as a follow up question on Redknee rkn/t,after another poor Q,I took your advice and dumped. I have 300 shares Avigilon at $20.80 and question is should I use my Rkn/t proceeds to double down on Avo at $15sh level,or would you suggest another 5i tech like pho/v or Intrynsic itc/t. Thanks as always, jb (you keep me sane haha)

Q: Your opinion on WiLan's results please ? For those of us still hanging on would you still consider this a hold ?

Q: HI Peter /group Does Paypal have lots of growth ahead as the on line purchases continue to grow?

Q: Hi gents looking to get into the tech sector as I have no holdings at present - prefer US but does but open to a Canadian company if it makes sense

Q: SYZ continues to drop - is there something "wrong"? Is it time to bail (ie. "stop loss") and buy something whose stock is increasing such as SHOP? Selling low (SYZ) and buying high(SHOP)is often not a good strategy unless the low is going lower and the high is going higher. Your thoughts on doing this trade.

Q: Can you please comment on the recent earnings of Tucows. Would you initiate a position at this point given the earnings and recent acquisition.

Thanks

Q: SNSR is a U.S. ETF focused on the Internet of Things managed by Global X. I know U.S. isn't your focus, but would appreciate any comments you might be able to provide. Are there other similar ETF's that you would recommend instead and are you aware of any Canadian equivalents ?

Q: Hello Peter,
I am currently underweight commodities and overweight technology. What would you think of selling DSG and ENGH and buying TOG and RRX? Do you think whatever incremental return expected by this change would justify the increase in volatility and risk?
Also, what are the approx wait times in terms of weeks for a portfolio review?
Regards.

Q: I have been holding WIN for the last 3 years. Should I still hold?

Q: Good morning,
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.