Investment Q&A

• Cognex Corporation (CGNX $41.39)
  • $41.39 P/E (TTM): 63.68X Cap: $6.93B
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Q: I’ve held CGNX for a year and have watched it go to $72 and now down to $44.

Is it worth continuing to hold for growth in a balanced portfolio?

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Read Answer Asked by Andrew on June 26, 2018

• CI Tech Giants Covered Call ETF (TXF $24.23)
  • $24.23 P/E (TTM): 37.32X Cap: $728M
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• First Trust AlphaDEX U.S. Technology Sector Index ETF (FHQ $116.81)
  • $116.81 P/E (TTM): 28.16X Cap: $35M
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Q: Is there an ETF with similar holdings to TXF but is NOT hedged. Thanks

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Read Answer Asked by gary on June 25, 2018

• BlackBerry Limited (BB $6.85)
  • $6.85 Cap: $4.04B
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Q: Can you please comment on the earning release.

Thanks

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Read Answer Asked by Janice on June 22, 2018

• CI Tech Giants Covered Call ETF (TXF $24.23)
  • $24.23 P/E (TTM): 37.32X Cap: $728M
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Q: What do you think of TXF ?

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Read Answer Asked by Charles on June 22, 2018

• Salesforce Inc. (CRM $260.41)
  • $260.41 P/E (TTM): 37.85X Cap: $247.91B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $243.86)
  • $243.86 P/E (TTM): 97.75X Cap: $316.86B
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Q: Good Morning Team,

Which one is a sure bet, CRM or SHOP? Which one offers stable growth, good management and strong moat? Which one you choose for a long term hold?

Thank you for your helpful insights as always!

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Read Answer Asked by Saeed on June 21, 2018

• Micron Technology Inc. (MU $223.77)
  • $223.77 P/E (TTM): 29.48X Cap: $251.17B
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Q: Could you please comment on their results.

Thanks,
Milan

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Read Answer Asked by Milan on June 21, 2018

• Constellation Software Inc. (CSU $3,691.08)
  • $3,691.08 P/E (TTM): 89.98X Cap: $78.21B
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• PowerShares S&P SmallCap Information Tech Ptf (PSCT $57.97)
  • $57.97 P/E (TTM): 20.21X Cap: $329M
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Q: I look after my daughter’s TFSA and Investment accts. Her weight in technology is 10% with one stock (KXS 5% weight) plus QQQ with tec portion about 5% of her portfolio. Looking for one more CDN tec stock plus preferably a non hedged ETF for additional US Tec exposure. Her holding period should be about 10 years. Help.

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Read Answer Asked by Robert on June 20, 2018

• Kinaxis Inc. (KXS $169.84)
  • $169.84 P/E (TTM): 140.91X Cap: $4.80B
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• RadNet Inc. (RDNT $75.99)
  • $75.99 Cap: $6.06B
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Q: Hello Team,
Could you analyse this company for me please? Would you recommend it over kxs?
Thank You,
Barry

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Read Answer Asked by Barry on June 20, 2018

• Quarterhill Inc. (QTRH $1.09)
  • $1.09 Cap: $127M
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Q: Peter and His Wonder Team
I have been following this company for some time as a more contrarian play. I realize the company is in transition with new directions, executive personnel and that the last quarter was a big miss. So today they hit a new annual low. Your thoughts please. Does this price seem like a good entry point or is more patiences required. On the other hand am I just looking for trouble? Ha! Ha!
With respect and thanks...
Ernest

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Read Answer Asked by Ernest on June 20, 2018

• BlackBerry Limited (BB $6.85)
  • $6.85 Cap: $4.04B
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Q: I was wondering what your thoughts are on Blackberry? Although there has been some questions concerning his remuneration package it appears Mr Chen has turn around this company quite nicely. Thoughts on a small investment in an RRSP?

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Read Answer Asked by paulo on June 19, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Constellation Software Inc. (CSU $3,691.08)
  • $3,691.08 P/E (TTM): 89.98X Cap: $78.21B
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• Box Inc. Class A (BOX $32.09)
  • $32.09 P/E (TTM): 25.88X Cap: $4.64B
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Q: What are your top 3 technology stocks for growth that are good buys today?

Thank you.

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Read Answer Asked by Derek on June 19, 2018

• Box Inc. Class A (BOX $32.09)
  • $32.09 P/E (TTM): 25.88X Cap: $4.64B
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• Cognex Corporation (CGNX $41.39)
  • $41.39 P/E (TTM): 63.68X Cap: $6.93B
  • View CGNX Profile
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• Rapid7 Inc. (RPD $18.51)
  • $18.51 P/E (TTM): 44.07X Cap: $1.19B
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Q: I am currently down 30% on Cognex. I have Facebook,Google,Netflix Grub,Nividia and Amazon. Your recent comments indicate that you do not see much of a recovery for CGNX in the short term. Can you suggest an alternative? Weighting and sector have no bearing as I'm otherwise diversified.
Thank you

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Read Answer Asked by Marty on June 18, 2018

• Optiva Inc. (OPT $0.22)
  • $0.22 Cap: $1M
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Q: Opt.to
Can you please provide some details about this one. Should this one be considered for long term growth? Is a 1/2 position warranted here? Txs again... your service is much appreciated...

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Read Answer Asked by adam on June 18, 2018

• Splunk Inc. (SPLK)
  • P/E (TTM): 237.35X Cap: $26.43B
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Q: Dear 5i:

I purchased this some time ago and it has had a nice run up. What do you think of its prospects moving forward? Buy more, hold, or sell?

Thank you.

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Read Answer Asked by Walter on June 18, 2018

• BlackBerry Limited (BB $6.85)
  • $6.85 Cap: $4.04B
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Q: I am interested in getting you take on Blackberry's current potential for growth

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Read Answer Asked by Jim on June 18, 2018

• Micron Technology Inc. (MU $223.77)
  • $223.77 P/E (TTM): 29.48X Cap: $251.17B
  • View MU Profile
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• Salesforce Inc. (CRM $260.41)
  • $260.41 P/E (TTM): 37.85X Cap: $247.91B
  • View CRM Profile
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• DocuSign Inc. (DOCU $73.14)
  • $73.14 P/E (TTM): 54.99X Cap: $14.70B
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Q: Which one of the 3 companies would you buy today for long term growth and why?
How would you rank them?
Thank you.

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Read Answer Asked by Uli on June 15, 2018

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Box Inc. Class A (BOX $32.09)
  • $32.09 P/E (TTM): 25.88X Cap: $4.64B
  • View BOX Profile
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• Dropbox Inc (DBX $29.00)
  • $29.00 P/E (TTM): 17.79X Cap: $7.82B
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Q: Please rank for current purchase w/reasons. Thank you.

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Read Answer Asked by Paul on June 15, 2018

• NVIDIA Corporation (NVDA $202.49)
  • $202.49 P/E (TTM): 57.69X Cap: $4.92T
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Q: What did you think of NVDA earnings?

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Read Answer Asked by Cheryl on June 15, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
  • View PHO Profile
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• Stars Group Inc. (The) (TSGI $37.49)
  • $37.49 Cap: $6.60B
  • View TSGI Profile
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• Celestica Inc. (CLS $482.87)
  • $482.87 P/E (TTM): 57.14X Cap: $55.54B
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• Kinaxis Inc. (KXS $169.84)
  • $169.84 P/E (TTM): 140.91X Cap: $4.80B
  • View KXS Profile
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Q: Hi. There are several companies in the Canadian technology sector that I'm interested in buying. They are TSGI, KXS, PHO, CLS. How would you rank them in terms of their potential to grow? Thanks and have a good day.

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Read Answer Asked by Esther on June 15, 2018

• Fitbit Inc. Class A (FIT $6.93)
  • $6.93 Cap: $1.88B
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Q: I see that you answered a question about this one back in January--it was a hold for you at that time due to high cash burn. Has your opinion changed since then? Thank you,

Jason

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Read Answer Asked by Jason on June 13, 2018