Investment Q&A

Q: Hello,

With the recent positive earnings from Facebook and ServiceNow, would you recommend buying at this point? I'm also a long time holder of Visa (stock is down based on yesterdays results), would it also be a good idea to purchase MA at this time as well?

Thanks,
Raj

Q: Hi 5i team,

Back in May 2018 you answered a question about these 2 companies, CRM, NOW.
You preferred CRM at the time.
Based on their most recent financial results (released Jan 30/31) and forward guidance, do you still prefer CRM?
AMcCreath (BNN) indicated this am that several SaaS related companies seem to be firing on all cylinders....based on Q4 earnings at least. These 2 were mentioned.
What would be your top 5 SaaS companies, either US and/or Canada listed?
I do prefer investing in this revenue type model as it kinda guarantees 85%+ quarterly revenue....plus any new business clients.
I already own DSG as part of this thesis.

Keep up the fantastic team work!

Cheers,
SteveMc

Q: Can you please give me your evaluation of Zendesk for 2 year hold. Are there any other companies you would recommend over ZEN in this sector. Thanks for your help.

Q: Hi there,

I inherited all 5 of these positions in my US portfolio and looking to reduce to 3. i am leaning to NVDA, AVGO and QCOM but I know very little about MCHP. I am also concerned about letting go of TXN given their role in converting analog to digital signals. YOur thoughts. I am looking for a balance of growth and a stable dividend.
Cheers

Q: Why do you think Qualcomm is in such a slide?
Would you consider this to be a buying opportunity
Thankyou

Q: Could I have your updated opinion of ITC? Thank-you!

Q: Hi team,
I did a fast calculation and my tech weighting is at 31%, broad etf's at 29% and the crumbs that are left over in energy, consumer dis. industrial, communication and health.
From the tech sector my highest weighing is SHOP at 5.04% all the way down to PHO at 1.88%

Although CYBR.B is an etf, I lump it in the tech sector. If you had to remove one or two to lessen the weighting which stock would you sell. I really like all those stocks but I am also aware need to up the other sectors.

Thank you

Q: Comments please on CLS earnings and your opinion going forward. I currently hold the in my US account, do you prefer others or would you stay the course?

Q: BSM announced so-so eps and revs but seems to be making progress migrating from a hardware- to a software/analytics-centric value proposition (which should also improve margins.) Your take?

Q: Further to my earlier question about CGI's latest results. PRNewswire and RBC Direct Investing show revenue of $2.96 billion which matched estimates of $2.94-2.97. The only 'down' value was the slight drop in 'cash for operating activities' whatever that is. I still don't understand the drop in its share price.

Q: I have a question about GLW. It had a nice 11% pop yesterday. Can you enlighten me as to what drove this ?

Q: This is about the volatility of stocks such as Shopify. I understand why it is volatile being new, growing fast and very high valuation. My question is, assuming it continues to grow what might one look for as indicators that the volatility is going to settle down.
Thanks as always,
Peter

Q: I hold CSU,DSG,ENGH is a non registered account and have done well. OTEX and KXS in a TFSA. In total all of the above are about 6.47% of my holdings. Should I consider reducing to 2 or 3 holdings or hold all five. Comments, thanks

Q: What's your opinion on CARVANA?
NYSE: CVNA

Q: Hi I am holding some TSLA shares which are underwater. Given the latest financial report and CFO's retirement, the stock is further down. Should I cut it ASAP or wait for a better opportunity?

Q: 5I Team,

I know that US equities isn't your bailiwick, but I would appreciate any comments you may have on Akoustis Technologies Inc. (NASDAQ: AKTS).

Thanks

Q: How concerned would you be about Nvidia's revenue guidance warning if you were planning to hold it for at least 3-5 years, and do you think this could be a bad harbinger for the tech sector as a whole near-term?

Q: Hi 5i
What do you think the reason is for the stock split in ENGH? Is it time to get out?
Kathy

Q: Hi team,

What is your take on their recent acquisition of Visual Compliance / eCustoms Business? Is it very accretive or just in line with their prior acquisitions? I recall their purchase of Macropoint in 2017 was around $200 mil so this one is a larger acquisition monetary wise I think.
In your opinion, has Macropoint worked out as expected...or are there still better things to come from that integration?
Should we expect similar performance with this new acquisition (over time)?

I have held this company as an overweight position for 10+ years and it has done very well for me...thx! It seems to be a 'steady eddie' type stock for the most part...albeit expensive at times based on PE numbers...but sometimes you have to pay up for those types of companies.

Keep up the great teamwork!!

Cheers,
SteveMc

Q: With revenue guidance released today missing expectations, would you still be comfortable with this? I noticed the stock was still a suggestion on another question this morning, but wasn't sure if that came before or after guidance was provided.