Investment Q&A

Q: Hi folks,can please ask opinion on Q results for redknee,rkn/t,and going forward,would u rate the stock a buy,hold,or sell,thanks as always

Q: Hi team:
this went up today past the $ 3 mark, is there any news accountable for it ? thanks

Q: Would you please comment on this company

Q: Good morning

I am thinking of initiating a position in juniper nnetworks.The earnings estimates have been rising and the stock has been behaving very well technically.
Can you give me your opinion on the company regarding future growth and how does the balance sheet look (debt levels etc.)
Is it a good time to make an investment in this company?Are there other companies you prefer in this sector?

Thanks

Q: Can I get your opinion on SMCI.US, is it buy at this level?
Thank you.

Milan

Q: Would OTC be considered a dividend growth stock and would it be a good candidate in a canadian diversified portfolio for tech exposure over the long term?

Q: SunEdison has a strong move today... What is opinion on SUNE?
Thanks

Q: Technology
The following report was published this am by TD Waterhouse, and I although I have similar confidence I was wondering if you agree. Also what else would you recommend, I currently have ESL which is performing quite well, was considering Kxs and would this be appropriate for an RRSP. Should we be considering a US holding
I look forward to your usual excellent response.

"The technology sector has, in our view, taken over market leadership within the
broader U.S. equity market. Not only do we see relative price strength in the S&P
500 Technology large-cap sector, but also in the S&P 600 Technology small-cap
sector. Other growth sectors do not exhibit this wide breadth in relative price
strength. This has become most evident in the healthcare sector, which has lost
market leadership, in our view, and in the consumer discretionary, where small-cap
names are exhibiting very poor relative price strength. In addition, the technology
sector has historically been highly insulated from potentially rising interest rates
and higher commodity prices, unlike consumer stocks. It also has less relative
sensitivity to a rising U.S. dollar. We continue to take the view that the market is
closely following the sector rotations of the later 1990s — a period when the
technology sector dominated performance (also in a rising U.S. dollar and interest
rate environment). We would not expect the technology sector to enter into a
speculative bubble as we saw at the end of that cycle, but we do expect its relative
strength to continue. We are well overweight technology in both our large- and
small-cap model portfolios.
Following its positive Q4/F15 results (year-end September) and the
subsequent upward revisions to F2016 ($3.43 to $3.47) and F2017 ($3.62 to
$3.75) consensus EPS estimates, we are raising our position in CGI Group
Inc. (GIB.A-T, $56.90) to 3.0% from 1.9%".

Q: Good morning,

I currently hold SPY, VIG and IWO for US exposure in equal amounts representing 8% of my portfolio. Would you recommend switching to/ or adding to these the specific ETFs that you outlined for tech, consumer discretionary and industrial sectors? Also, what portfolio % might you aim for in US currently.

Thanks.

Q: Hello Peter and 5i Team,

I really enjoyed Peter's appearance on BNN yesterday, and was pleased that some 5i members called in. DSG was one of the "Top Picks", and I'm wondering how "close" KXS came to be chosen as an alternative top pick in the Technology space.

Also, according to the TMX website,KXS has a beta of 1.845, while DSG has a beta of -.025. Is this perhaps why DSG made the "Top Pick" grade, or is beta a less important metric in this case? Or was DSG chosen because KXS is in the more volatile Growth Portfolio,whereas DSG is in the more stable Balanced Portfolio?

Thanks for the tremendous service, recommendations, and advice.

Q: Can I get your updated opinion.

Q: Given the comparable valuations would it make sense to sell my position in Enghouse and buy an equal weighting in Descartes so as to remain in the tech sector? That is to say does Descartes have a larger gain ahead of it over the next 1-2 years?

Thanks
Robert

Q: Team,

*Please count this as 4 questions*

Can I get your updated opinion on the following 4 US companies, all of which has had recent dips / corrections.

I own an avg. position in each as part of a balanced portfolio, thinking of adding more to each name, do you have a higher degree of confidence in any of these names more than the other? Thanks.

1. UTX
2. CSX
3. MRK
4. PG

Q: I've held this since IPO and have been happy to collect the dividend. Now the stock is trading bellow the IPO cost that I paid and I am wondering if I should sell or continue to hold. Is there much more downside risk from here and are there any positives that will help the company to increase revenues and earnings in the next 12 months.

Q: WI-LAN has cut it's div.s and stocks drop like a stone do you think it has a chance to rebound . Please give your take on this company .

Thanks JIM

Q: I am under weight in the technology sector. From your portfolios what technology stocks might you recommend at this time (I own DH)? I am good with either income or growth stocks.

Is there a stock not in your portfolios that you may recommend over the others?

Thanks
Paul

Q: With the ISIS news stories, I would think that aerospace and defence stocks would be an area to look at. Do you have a suggestions of stocks in this sector ? Are there canadian dollar stocks that you could recommend?

Thanks

PS- Love the site

Q: any reason why BB is strongly up today?

Q: Can I get your opinion on the quarter? If you were to rate using your A B C system, what rating would you give this stock.

Q: Hi, can you please comment on Carmanah and the QR? Still thinking about covering it? Thx, Dom