Investment Q&A

Q: CSU makes up 7.2 percent of my portfolio. My other tech holdings are a minuscule amt of ET, and a little less than 2 percent MDA. Would I be better served by reducing my CSU(held in TFSA) and adding to the other 2? Are there other tech stocks that would work better? I'm retired, but don't yet need $ from investments. On the other hand, I'm loath to lose any!

Q: Hi Peter and Staff,
What do you think about the turnaround story at FireEye. Could this stock get back to the $20-$25 level within the next year or two? According to their inventor presentation released Feb 2/17 "Q4 2016 Financial Results" they have made some progress towards trimming their sale and marketing expenses year over year. Any perspective you have would be appreciated!
Thanks Steve.

Q: Hi, I had to sell some Enghouse for portfolio rebalancing and would like to stay in same sector or with a similar company. Would Open Text be a good replacement? Thanks, Bill

Q: I would appreciate your views on the sharp decline in EXFO's share value today and the possibility of recovery going forward.

Thank you

Q: I’d like to buy GOOG, but the individual stock price is expensive. Am I better off investing in a technology ETF that includes GOOG as a holding?

Q: Any reason for big drop today. Is it a hold, sell or buy more. I have very small position.

Thanks

Q: I would like to buy Kinaxis but it is near the 52 week high. What are your thoughts? In general when a you know a company is a good company, would you still invest when near its 52 week high or do you hope for a pull back?
Thank you
Heather

Q: in your answer to neil you say open text might not have the same potential as shopify or kinaxis, i own lots of all 3 ,but why do you say that.
in a software stock i wants lots of risk and loads of potential.dave

Q: Given the drop in ENGH on the Amazon news, I want to make sure I understand the relationship SHOP has to Amazon. I believe that SHOP provides software to businesses that utilize Amazon but that Amazon does not license, own or necessarily encourage people to use SHOP software. Is that correct? If so, would the risk to SHOP in this "relationship" be if Amazon decided to develop its own software (unlikely, I think) or if Amazon formally named another software partner that businesses would be better of using to deal with them?

Thanks.

Paul F.

Q: I need to add to my tech sector. Would you add ENGH after the drop today? How about DSG? Any others that you would recommend to purchase right now?

Q: I heard the AMZN announced that they are getting into the same space as ENGH and suspect this is a large reason for the drop today. Can you please let me know if this changes your thoughts on ENGH going forward? Perhaps time to sell after a good run and look for better opportunities elsewhere?
Thanks for the help

Q: can you please recommend a way to invest in AI, either an etf or names of 2-3 companies
it is for tfsa and i am ok with risk
thanks
peter

Q: Hi Peter, Ryan and all,

I am a rational DIY investor who adheres to the diversity mantra but I am considering a slightly radical move. Here's the thesis, which is about energy: at the beginning of the year my oil and gas exposure - 6 stocks, all solid choices - was already on the light side at about 8% of my portfolio. Just shy of 1/4 through the year they are down a cumulative 10% (9% including dividends). My thinking is that:

a) global demand will be flat-ish, as non renewable energy sources gradually gain strength, off setting increasing demands elsewhere.

b) it's somewhat amazing that the OPEC production cut is holding but I'm not confident that it will long term, which could lead to the spigots being turned on full blast again.

c) technological gains mean a decreasing cost to extract every last drop of oil, as evidenced by the Americans in the Permian Basin and elsewhere.

Bottom line is I'm not buying the global oil inventory coming into balance scenario meaning further pressure on prices. That 8% of my portfolio figure is now 7.1% and dropping. Contrary to oil I have been knocking it out of the park on the tech side - 10% of the portfolio - with NVDA, SHOP, KXS, OTEX and AT and am considering getting right out of energy and deploying that 7% into tech and healthcare.

I am well represented in all other sectors except materials - don't like the volatility - so would then be skipping two sectors.

I know this is a deeply personal investing decision but your thoughts are appreciated conceptually.

Thanks!

Q: I would love to see a 5i indepth report on SHOPify to fully understand different aspects. This company seems to be growing great guns. It is now over 8% of my portfolio and I am tempted to let it run. My rationale being that this is a company which is doing e-business for thousands of other companies in different sectors. In that sense it is a well diversified entity in itself (or so I convince myself). What are your thoughts?

Q: I am light on tech/growth stocks. Plan to add 3-4 names to total about 10-15% of portfolio. Want growth,can take fair degree of risk. I am considering the following- KXS, SIS, PHO, ITC, OTEX. Any preference among these or any better ideas?
Thanks Jim

Q: I am looking to add a technology stock to my TFSA. I am considering SHOP. Would this be a good buy or would you prefer another company. Currently I have no technology holdings.
Thank You
Craig

Q: I have a question about Kinaxis Inc. There has been significant insider selling lately. Does insider selling signal lack of confidence in additional near-term growth?

Q: Can you belief a stock can drop that fast and still no news WOW you got love those stock promoters, still can't see any news except no material change, thank god for the advise and the service you provide.

Q: 5i Team I would value your opinion of Himax. I have been watching for sometime and it appears to be on a move and would like your insight on this company.

Q: Hi 5iTeam - SEV popped a bit today can you please comment and are you still looking favourably at SEV and VR/AR going forward and are you still positive on google. Thanks!