Investment Q&A

• Apple Inc. (AAPL $268.88)
  • $268.88 P/E (TTM): 35.76X Cap: $3.95T
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• Amazon.com Inc. (AMZN $222.45)
  • $222.45 P/E (TTM): 32.89X Cap: $2.37T
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• Broadcom Inc. (AVGO $355.20)
  • $355.20 P/E (TTM): 87.41X Cap: $1.60T
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• Alphabet Inc. (GOOG $293.48)
  • $293.48 P/E (TTM): 28.19X Cap: $3.43T
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Q: Hello 5i. I owe the above noted stocks. Weightings= amzn-8%, goog-6%, avgo-4% and apple-12%. Please advise how would you adjust weightings going forward in 2018 and 2ndly, would you substitute any of these tech stocks with any other ones you deem better plays?

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Read Answer Asked by Robert on December 18, 2017

• Finisar Corporation (FNSR $23.77)
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Q: Google has contracted this co. to develop an optical face technology. The stock has moved up 30% since the announcement a few days ago. Looks like a good place to park some money. Your thoughts.

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Read Answer Asked by Vinod on December 18, 2017

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $121.69)
  • $121.69 P/E (TTM): 16.47X Cap: $26.35B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.94)
  • $205.94 P/E (TTM): 78.92X Cap: $255.46B
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Q: Hi 5i: I want to buy SHOP, but am somewhat overweight in tech. I am considering selling either CGI Group or Decarte Systems (in which I have a double), or a bit of both, to make room. What would you advise? Many thanks. Roland

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Read Answer Asked by Roland on December 18, 2017

• Vanguard Information Technology ETF (VGT $738.01)
  • $738.01 P/E (TTM): 36.22X Cap: $107.03B
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Q: Looking at buying vgt as opposed to individual tech stocks. Opinion please. Are there better etfs out there?

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Read Answer Asked by Roy on December 15, 2017

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Hi team,
I am back to Square one again. I watched SQ rally hard to the high 40's a few weeks ago when it announced it would accept bitcoin as a payment option for certain customers. That rally faded fast despite the fact that the bitcoin frenzy keeps on going and going. I am not a pure technician in terms of detailed trading parameters but I do follow the technicals for support and resistance levels. SQ is now at $36 which I think is hovering around the 50 day moving average. Is this just a normal pullback and is the buy thesis still intact or has there been some negative news on the stock that I missed?
Thanks again,
dave

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Read Answer Asked by Dave on December 14, 2017

• Grayscale Bitcoin Trust (GBTC $69.91)
  • $69.91 Cap: $15.75B
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Q: Hi All at 5i!! Considering that everyone is suspecting that bitcoin is a bubble, is there anyway of investing in its demise? Cheers, Tamara

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Read Answer Asked by Tamara on December 13, 2017

• VersaPay Corporation (VPY $2.69)
  • $2.69 Cap: $118M
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Q: Thinking of buying this company. Could be a takeover candidate for a larger fin tech company. Good executives have joined former Cisco executive and Descartes systems. Stock up nicely yesterday. Seems to me a company for the growth portfolio ie tfsa. Financing was done at $1.70 with lock in til February 2018. Would you buy?

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Read Answer Asked by Helen on December 13, 2017

• Alphabet Inc. (GOOG $293.48)
  • $293.48 P/E (TTM): 28.19X Cap: $3.43T
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Q: Hi Peter and Staff
Do you suggest GOOG or GOOGL
Thanks for all you do
Dennis

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Read Answer Asked by Dennis on December 13, 2017

• Sylogist Ltd. (SYZ $5.44)
  • $5.44 Cap: $130M
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Q: Hi Peter & Team,
SYZ is doing so good, is time to sell or trim ? Your comment is highly appreciated.
Thanks as always,
Tak

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Read Answer Asked by Tak on December 13, 2017

• Data I/O Corporation (DAIO $2.70)
  • $2.70 Cap: $26M
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Q: I own shares in this company. Small cap, no debt, decent growth.
Do you have any impressions about this name?

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Read Answer Asked by Stephen on December 11, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.94)
  • $205.94 P/E (TTM): 78.92X Cap: $255.46B
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Q: Hello 5i team,
I just learned from a reputable Market Call guest that SHOP got into the business of "lending" money to clients. What do you make of this? positive...negative?
Thanks,
Antoine

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Read Answer Asked by Antoine on December 11, 2017

• Sylogist Ltd. (SYZ $5.44)
  • $5.44 Cap: $130M
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Q: Why would Sylogist not graduate to the TSE in order to get better exposure? And would you consider syz in the saas area as CSU, DSG and Kinaxis. And would they rank last and would they be an attractive takeover target by a bigger company.

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Read Answer Asked by Helen on December 11, 2017

• HIVE Digital Technologies Ltd. (HIVE $4.41)
  • $4.41 P/E (TTM): 29.85X Cap: $1.15B
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Q: HIVE, is it a buy, sell or hold? Your thoughts and comments are very much appreciated.
Cheers

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Read Answer Asked by Harry on December 11, 2017

• Goldman Sachs Group Inc. (The) (GS $785.96)
  • $785.96 P/E (TTM): 15.76X Cap: $232.83B
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• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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• Advanced Micro Devices Inc. (AMD $223.05)
  • $223.05 P/E (TTM): 119.54X Cap: $374.92B
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Q: Hi Peter and Team,
I recently read an article on bitcoin. In this article, the author identifies a number of companies as equity proxies for bitcoin. Square (SQ), Advanced Micro Devices (AMD) and Goldman Sachs Group (GS) are 3 of the companies mentioned in this article.
Would you please enlighten me on the connection between the 3 above-mentioned companies and bitcoin. Your comments, as always, would be much appreciated.
Cheers,

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Read Answer Asked by Harry on December 11, 2017

• FARO Technologies Inc. (FARO)
  • Cap: $845M
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Q: Good afternoon,
After reading your answer to Rory's question on Dec 4th, I was trying to look up FARO in the company section of your website. Unfortunately it doesn't seem to come up.

Thanks,

Élaine

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Read Answer Asked by Elaine on December 08, 2017

• Enghouse Systems Limited (ENGH $19.64)
  • $19.64 P/E (TTM): 14.51X Cap: $1.08B
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Q: enghouse reports next week,what s the market onsensus?Thx

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Read Answer Asked by blake on December 08, 2017

• Horizons Robotics and Automation Index ETF (ROBO)
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Q: Hi,
I would like to get your opinion on whether the Horizon ROBO ETF is a good investment in AI, robotics, automation at this time? Alternatively, do you prefer a company specific approach in this industry and if yes, which companies do you suggest in Canada and/or US?
Thanks for your invaluable service!

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Read Answer Asked by Yvonne on December 07, 2017

• GLOBAL X FDS (BOTZ $33.84)
  • $33.84 P/E (TTM): 59.3X Cap: $2.91B
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Q: Good day and continued thanks for your knowledge and advice.
BOTZ YTD Return is around 55%. What am I missing here and why wouldn't someone jump in for a year or three and see how it goes?

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Read Answer Asked by Paul on December 06, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $205.94)
  • $205.94 P/E (TTM): 78.92X Cap: $255.46B
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Q: Would you be a buyer at today’s price or would you wait and see for the time being as this rotation on tech bares out. Is it possible a company such as amazon or something could make an offer for shop anytime soon? Thx.

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Read Answer Asked by jason on December 06, 2017

• Amazon.com Inc. (AMZN $222.45)
  • $222.45 P/E (TTM): 32.89X Cap: $2.37T
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• Meta Platforms Inc. (META $587.47)
  • $587.47 P/E (TTM): 26.66X Cap: $1.50T
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• Alphabet Inc. (GOOG $293.48)
  • $293.48 P/E (TTM): 28.19X Cap: $3.43T
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• Spectra7 Microsystems Inc. (SEV $0.01)
  • $0.01 Cap: $1M
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Q: Hi 5i team, what's ur thoughts on AI/AR/VR stocks. would you recommend any ?is there any canadian companies in this category to consider for my TFSA.

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Read Answer Asked by Peter on December 05, 2017