Investment Q&A

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.52)
  • $155.52 P/E (TTM): 84.58X Cap: $200.67B
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Q: I see in your answer to question today regarding growth companies for a TFSA you didn’t include SHOP. Are you less confident in it’s growth in 2018? What is your opinion on the future of the company?

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Read Answer Asked by Les on January 12, 2018

• MKS Inc. (MKSI $264.95)
  • $264.95 P/E (TTM): 63.13X Cap: $17.51B
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Q: Hello,
What are your thoughts at this time for this company? It seems to be having a hard time getting any traction lately. Is it still worth holding?
Thanks
Luke

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Read Answer Asked by luke on January 12, 2018

• Ichor Holdings (ICHR $46.52)
  • $46.52 Cap: $1.60B
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Q: Good morning from the West Coast .
Could I have your opinion of Ichor please ?
Thanks
Rick

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Read Answer Asked by Richard on January 12, 2018

• KraneShares CSI China Internet ETF (KWEB $32.79)
  • $32.79 P/E (TTM): 6.83X Cap: $7.47B
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• Invesco China Technology ETF (CQQQ $53.28)
  • $53.28 P/E (TTM): 137.64X Cap: $3.02B
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Q: Hi. I am looking for a China Technology ETF. What are your thoughts on QQQC or are there other ones that you prefer. I will be purchasing in US$. Thanks for your help.

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Read Answer Asked by Stewart on January 12, 2018

• Enghouse Systems Limited (ENGH $17.10)
  • $17.10 P/E (TTM): 12.98X Cap: $943M
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• Open Text Corporation (OTEX $33.15)
  • $33.15 P/E (TTM): 14.51X Cap: $8.39B
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Q: I am currently overweight in Tech would like to sell either Open Text or Enghouse. I also own Constellation Software, Kinaxis, Photon Control, and Shopify. Open Text is in a registered account and enghouse is in a non-registered acct. Thanks, Janet

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Read Answer Asked by Janet on January 11, 2018

• Miscellaneous (MISC)
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Q: Hi, I am looking into a couple of etf's to invest in new technology.I am looking at HACK,ROBO, and BOTZ.In your opinion is there one of these or another one that you would advise if one were to want to invest in Artificial Intelligence stocks only.
Thanks,
Brad.

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Read Answer Asked by Brad on January 11, 2018

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $168.42)
  • $168.42 P/E (TTM): 29.49X Cap: $2.69B
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• Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $155.09)
  • $155.09 P/E (TTM): 20.09X Cap: $359.62B
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• Vanguard Information Technology ETF (VGT $730.61)
  • $730.61 P/E (TTM): 37.87X Cap: $112.73B
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Q: Dear team,
Thank you for your valuable investment guidance that has helped me to invest prudently so far. I have around $10,000 to invest in my RRSP this year.Which one of the following three stocks/ETFs -BABA, VGT, ZQQ- would you recommend to add to my portfolio? I already own equal weight of stocks FB, NVDA, BRK.A in my RRSP account. Many thanks in advance .

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Read Answer Asked by Sriram on January 11, 2018

• Microsoft Corporation (MSFT $399.05)
  • $399.05 P/E (TTM): 25.1X Cap: $2.98T
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• NVIDIA Corporation (NVDA $184.17)
  • $184.17 P/E (TTM): 45.36X Cap: $4.44T
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Q: Good Morning, in your opinion which company is a better investment for my RRSP? NVDA or MSFT? Thanks

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Read Answer Asked by Colette on January 10, 2018

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $39.59)
  • $39.59 P/E (TTM): 12.09X Cap: $357M
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• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $168.42)
  • $168.42 P/E (TTM): 29.49X Cap: $2.69B
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• State Street Financial Select Sector SPDR ETF (XLF $52.32)
  • $52.32 P/E (TTM): 16.77X Cap: $52.40B
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• Vanguard Information Technology ETF (VGT $730.61)
  • $730.61 P/E (TTM): 37.87X Cap: $112.73B
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Q: My TFSA is all in Can $. I have $12000.00 to add this year, so would like your opinion, on the US Tech sector, or the US Bank sector.
I would buy a ETF. At this time would you go hedged or unhedged?
Thanks for your continued support.
Shirley

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Read Answer Asked by Shirley on January 10, 2018

• Ichor Holdings (ICHR $46.52)
  • $46.52 Cap: $1.60B
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Q: Hello,
Any thoughts on the weakness in Ichor? Could you please comment on its valuation and growth. Do you still like it as small cap in semiconductor sector? Is this a buying opportunity.
Thanks
Victor

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Read Answer Asked by Victor on January 10, 2018

• BlackBerry Limited (BB $4.68)
  • $4.68 Cap: $2.77B
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Q: Gentleman, has your opinion on BlackBerry changed following their recent announcement with Alibaba?

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Read Answer Asked by Leo on January 10, 2018

• Miscellaneous (MISC)
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Q: Hello Peter!
I have in my US$ portfolio 6 stocks FB,SHOP,CGNX,AMZN,NVDA,SQ, .
I want to add another 2 or 3 US stocks pretty much good one like those mentioned above. Please provide me with some good ideas. (I was thinking about ADBE & QLD.

Thanks Andrew.

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Read Answer Asked by Andrzej on January 09, 2018

• NVIDIA Corporation (NVDA $184.17)
  • $184.17 P/E (TTM): 45.36X Cap: $4.44T
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Q: Hi 5i Team! Considering the high value of NVIDIA at this time, would you still consider it Ok to start a long term position in it now? Thanks, Tamara

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Read Answer Asked by Tamara on January 09, 2018

• BlackBerry Limited (BB $4.68)
  • $4.68 Cap: $2.77B
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Q: Hello 5i,

Can I please get your opinion on BB? I'm thinking of taking 1/2 position in the stock within my TFSA.
Thanks

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Read Answer Asked by Reg on January 09, 2018

• Tucows Inc. (TC $25.35)
  • $25.35 Cap: $283M
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Q: In your view is there any validity to the issues raised by Copperfield in its latest report on Tucows? Do you believe the news is overstated or has enough come to light here to reconsider a position?

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Read Answer Asked by Andrew on January 09, 2018

• Tucows Inc. (TC $25.35)
  • $25.35 Cap: $283M
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Q: What is happening to this stock, should I hold or sell?.

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Read Answer Asked by Nizar on January 09, 2018

• Horizons Robotics and Automation Index ETF (ROBO)
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Q: I am interested in dipping my toe into stocks in the artificial intelligence and internet of things field. Do any stocks with large growth potential jump right out at you? I am prepared to be patient. Thanks
John

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Read Answer Asked by John on January 09, 2018

• Avigilon Corporation (AVO $26.98)
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• Kinaxis Inc. (KXS $123.50)
  • $123.50 P/E (TTM): 75.34X Cap: $3.47B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.52)
  • $155.52 P/E (TTM): 84.58X Cap: $200.67B
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Q: What sector do you see most opportunity in 2018 and top 3 names in the space?

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Read Answer Asked by Kenny on January 09, 2018

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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• NVIDIA Corporation (NVDA $184.17)
  • $184.17 P/E (TTM): 45.36X Cap: $4.44T
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Q: I own a full position in Photon. Is adding NVDA putting too many eggs in the semiconductor basket？I am already pretty heavy in tech.

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Read Answer Asked by Ryan on January 09, 2018

• Miscellaneous (MISC)
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Q: Hello,

If Cannibis and Blockchain companies were to go through a large correction, what would your view be on how it would effect the rest of the tsx?

Regards,

Robert

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Read Answer Asked by Robert on January 08, 2018