Q: In the last few months the company is going only sideways, your views on it would be appreciated.
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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: The take-over of Polycom by Mitel has been widely rumoured, and apparently this will be structured as a takeover of PLCM by MNW. I thought that in general in a takeover the shares of the takeover would go down, and that of the target will go up as a premium would have to be paid. What is your view?
Q: I have a half position and my cost was $ 8.71 in US, today up between 4 to 5%. Based on Bloomberg it is a advanced talk merge with Polycom. Based on your previous comment it has a fair amount of debt already. On April 1 a Forida company has a target price of $ 12.57. Should I buy more from here?
Q: I'm doing some portfolio re-balancing, and realized I have a 30% Technology weighting. Is this too high a weighting, in this climate. My stocks are ESL, CSU, DH, FB, SHOP:US, NVDA:US. If a divestment is in order ... which would you get rid of? (It's like choosing between favourite children, since they've all behaved admirably for me.) I'm only concerned that my weighting is out of proportion to what it should be. Thanks!
Q: Good morning,
Please comment on results and outlook. It would appear they are on track to survive. Does the Blackberry Radar offering compete with Descartes (DSG)? I hold 2%.
Please comment on results and outlook. It would appear they are on track to survive. Does the Blackberry Radar offering compete with Descartes (DSG)? I hold 2%.
Q: Would you give me your assessment of this company please, and what other company would you favor over this one. Thank you.
Q: Hi 5i - Could I get your comments on this company. It is a small cap (85m) and looks like it has some growth. I'd appreciate your feedback on the financials and prospects. Thanks.
Q: I currently owe NYX (NYX Gaming Group) at 3.3% weight and would like to add another technology stock. From your model portfolio would SYZ,DSG or ESL be preferred? I do like the dividend of SYZ but since NYX is considered high risk I would preferred the 2nd technology stock to be stock that I can hold for the long term and is low risk. I don't intend to keep NYX for a long term.
Thanks
Dolores
Thanks
Dolores
Q: your thoughts on this coy & any target price for a tear or 2
Q: Hello to everyone at 5i
With acknowledgment to the variations in the businesses in each of KXS, CSU and GOOGL, is there a clear winner amongst these 3 for a long term hold?
Thanks very much
With acknowledgment to the variations in the businesses in each of KXS, CSU and GOOGL, is there a clear winner amongst these 3 for a long term hold?
Thanks very much
Q: Shopify or Kinaxis for 10 yr hold in TFSA and why?
Q: Hi Peter and team.
This stock is up about 7% this morning which isn't out of the ordinary for a small cap, but what is unusual is the huge volume.
Is there any news?
Gerry
This stock is up about 7% this morning which isn't out of the ordinary for a small cap, but what is unusual is the huge volume.
Is there any news?
Gerry
Q: Jason Donville was on BNN the other night, and said they sold Enghouse a couple of months back because it got too expensive. He also said Descartes is an okay company but its ROI was too low and its growth wasn't as good as CGI. I'm curious as to why you chose these two tech companies for the Balanced portfolio as opposed to CGI. And would you still hold them rather than CGI?
Q: is the score a buy..... what would you recommend for a tech stock
Q: is the recent substantial jump in the stock price due to something more than the corporate buy-back in shares??
ed
ed
Q: What do you think of their quarter? The CEO states they are just getting their sales team increased and starting to get their next-level technology out there. Thanks.
Q: Hi Peter and Team,
I enjoyed Sylvia's question and your answer about Constellation CSU and other "high-tech" stocks. I realize that Sylvia didn't include Kinaxis KXS in her question, but I found a link to a Canadian Business article that describes the type of technology that KXS is involved with, and lists some of their high-profile clients. Perhaps Sylvia and other readers may benefit from the article.
http://www.canadianbusiness.com/lists-and-rankings/most-innovative-companies/kinaxis/
I enjoyed Sylvia's question and your answer about Constellation CSU and other "high-tech" stocks. I realize that Sylvia didn't include Kinaxis KXS in her question, but I found a link to a Canadian Business article that describes the type of technology that KXS is involved with, and lists some of their high-profile clients. Perhaps Sylvia and other readers may benefit from the article.
http://www.canadianbusiness.com/lists-and-rankings/most-innovative-companies/kinaxis/
Q: Is your team still ok with overweighting in Cdn tech stocks? Which are your top five picks based on reliable strong growth, reasonable valuation and healthy balance sheet?
I currently own CGI (gain) and Intertain (30% loss). I am thinking of selling some CGI and all IT to switch to the top picks. Thanks.
I currently own CGI (gain) and Intertain (30% loss). I am thinking of selling some CGI and all IT to switch to the top picks. Thanks.
Q: Hi Peter and team,
I own Enghouse in my TFSA and with the pullback have considered adding to the position. Could you compare it with KSX in terms of growth potential and which one you would recommend.
I own Enghouse in my TFSA and with the pullback have considered adding to the position. Could you compare it with KSX in terms of growth potential and which one you would recommend.
Q: How risky is this company? Saw them featured on ctv and the marijuana breathalyzer seems like a cant lose as long as they don't get beat to market.