Investment Q&A

Q: I have a small holding in GIB.A and would like to add to it or sell it. It's been going nowhere for a year now. There was a big spike in volume this morning - any news? I also have DSG and OTEX and could sell CGI and add to these or another teck such as KXS.
Thanks

Q: Peter, I have some cash to add to either my Kinaxis or Enghouse positions in my TFSA. Both have done nicely over the past 6 months. ENGH, especially, has recent momentum. Which would you suggest to add to for a long-term hold. Thanks!

Q: Just wondering if 5iResearch has any information on projected drone sales (in N. America and/or worldwide) over the next 5 years.

Cheers

Q: Is BB stock on the cusp of a price turnaround? BB software is currently used in over 60 million vehicles including all the big name manufacturers. BB recently inked a software contract with Ford. In addition, according to some analysts “BBRY can be the intelligent infrastructure system provider for the new collar industry" -- next-gen jobs that are a hybrid of blue collar and white collar -- "which we think could be 10% of [a] $200 billion infrastructure spend, or $20 billion,” It seems to me BB has the talent to continue to develop the new age software but can they execute?
What does 5iR think?
As always thanks team. Chris

Q: Hi. I'm looking for a couple of big, solid US tech names with growth which would be less likely to be impacted by any US-China trade spat. I already own AVGO, TXN, FB and GOOG.

Q: For US tech I own NVDA,BIDU, FB and GOOG. BIDU has been underperforming and I am wondering about your opinion of it from a growth perspective. I am considering selling it and adding to the others.

Q: Hi, please give me your opinion of VEEV, specifically its growth prospects.
thanks

Q: Would appreciate a qualitatve review of photon and what in particular you like about the business and its prospects. Thanks for the great service.

Q: What are the prospects for TSLA..looks like it is slowly becoming an energy company as well. With the deal in Austrailia. I have a 1/3 position..is it time to add more?..I understand that this is a riskier stock.Thanks.

Q: Any reason for the recent weakness in the share price?

Thank you!

Q: Gentlemen, I would appreciate your comments on Tucows, I have done well on this investment. Wondering if the strong income growth is likely to continue.

Q: I have a small position in MU ... less than 1%.
It's up about 50% since I purchased about 8 months ago.
I'm concerned that as semiconductor prices are increasing, there may be increased production from other competitors and that the market may become oversupplied.
Should I hold on or is the stock becoming long in the tooth .. in which case should I sell?

Q: Could you please comment on $NXO. I'm planning on initiating a position.

Thanks Valter

Q: Hi, you had commented a while back on Market Call that you needed to "do more work" on AcuityAds to look at growth potential versus valuation. Since there there has been additional news, including an aquisition today as well as the opening of an office in Europe. Have you had a chance yet to look at the company in more detail, and if so what is your current view? The CEO looks top-notch to me and they seem to be laying out a good path forward to make this a much bigger company.

Q: Just a quick question on Sylogist. With a good amount of cash, no debt and a nice dividend, at what point - or more appropriately, at what price does one load up on shares? Even if they have a flat year or modest growth as they 'change', they seem very well positioned afterwards.

Thanks in advance,
J.

Q: After report of earnings(eps matched estimates)on Feb 23,MNW dropped sharply on big volume.On 3/7,after report of guidance & NCIB of max.7.8m shares,price recovered.On 3/9 announced new credit facility on better terms resulting in further appreciation.I have a small position.Please provide your expert opinion.Appreciate u usual great services & views

Q: Would appreciate your review of recent results and and longer term opinion of this company.
Thanks
John

Q: It looks like a solid quarter with a dividend increase..
Thinking of buying and averaging my cost now that earnings look good. Looking for your sage advice.

Q: Could you please comment on the earnings release.

Thx

Q: Hello.
I have been looking for a Technology stock to enter. As per an earlier comment today, I too find prices high and given my own investor behaviour have not faired well with some of the high prices and volatility.

So looking at OTEX, would comment on some of the fundamentals. BMO shows P/e of 7.4 at current price. I have seen where you comment previously about positive position this Waterloo company finds themselves in the market. What may be expected of OTEX going forward if bought today?

If there is more you can add to buying high priced names and how to hang on through volatility, it would be great. The only way I can do this is to buy and sell on 5i actions.....which is somewhat inappropriate expectation to place on this service.

Always good responses.
Thanks
Dave