Investment Q&A

• Quarterhill Inc. (QTRH $0.94)
  • $0.94 Cap: $110M
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Q: appreciate your comments on the financial report released today for QTRH
ed in Montreal

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Read Answer Asked by ed on October 02, 2017

• Spectra7 Microsystems Inc. (SEV $0.01)
  • $0.01 Cap: $1M
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Q: What's your current view 0f this co. Still too early to take a position?

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Read Answer Asked by Henry on October 02, 2017

• H2O Innovation Inc. (HEO $4.25)
  • $4.25 Cap: $382M
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Q: I am down approx. 30% on Heo and would appreciate your analysis of their recent results and would you advise hanging on? I am considering selling and buying Pho.

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Read Answer Asked by Steve on September 29, 2017

• Roku Inc. (ROKU $112.08)
  • $112.08 Cap: $16.55B
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Q: Your opinion ? Thank you

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Read Answer Asked by Kamal on September 29, 2017

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $128.36)
  • $128.36 P/E (TTM): 17.46X Cap: $27.87B
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• Enghouse Systems Limited (ENGH $20.48)
  • $20.48 P/E (TTM): 15.4X Cap: $1.12B
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Q: Hello 5i team,
My holdings in the technology sector represent 23% of my portfolio; they consist of CLS, CSU, DSG, ENGH, GIB.A, KXS, OTEX, PHO and SHOP. I wish to shed at least 2 of them; which would you suggest?
Thanks,
Antoine

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Read Answer Asked by Antoine on September 29, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $231.76)
  • $231.76 P/E (TTM): 148.55X Cap: $301.58B
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Q: Hi, Could you please provide some more details about Clayton's question/comment "Alibaba is seeking to enter the space that SHOP presently occupies". Where can I find the source of this talk/news? Thanks

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Read Answer Asked by rajeev on September 29, 2017

• Mitel Networks Corporation (MNW $14.78)
  • $14.78 Cap: $1.81B
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Q: I would appreciate your comments concerning Mitel Networks as a medium- to long-term hold.
Thanks!

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Read Answer Asked by Gregory on September 28, 2017

• Firan Technology Group Corporation (FTG $11.81)
  • $11.81 P/E (TTM): 27.47X Cap: $297M
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Q: Please provide your opinion on FTG.What are the expected eps & revenue for the next Q?Do you think it will be able to meet them?Is it ok to establish a small position?Recent trading is volatile.Thanks for your usual great services & views.

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Read Answer Asked by Peter on September 27, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $231.76)
  • $231.76 P/E (TTM): 148.55X Cap: $301.58B
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Q: I would appreciate your comments concerning the press release SHOP issued last night regarding HubSpot. Thank you, Peter

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Read Answer Asked by Peter on September 27, 2017

• Western Digital Corporation (WDC $181.54)
  • $181.54 P/E (TTM): 26.39X Cap: $60.94B
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Q: I am looking into investing in this co or something that does the same job as WDC . My time frame is 2 years . I am looking to put into my tfca acct . Is div safe? Thanks.Alnoor

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Read Answer Asked by Alnoor on September 26, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $231.76)
  • $231.76 P/E (TTM): 148.55X Cap: $301.58B
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Q: Alibaba is seeking to enter the space that SHOP presently occupies.

Can you give me your opinion on SHOP as it relates to the new entrant to this space - BABA.

As always thanks for your opinion.

Clayton

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Read Answer Asked by Clayton on September 26, 2017

• Quarterhill Inc. (QTRH $0.94)
  • $0.94 Cap: $110M
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Q: IF YOU PERSONALLY HELD THIS WOULD YOU BS OR HOLD. tHX NO PARAMETERS INVOLVED

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Read Answer Asked by JAMES on September 26, 2017

• ROBO Global Robotics and Automation Index ETF (ROBO $69.90)
  • $69.90 P/E (TTM): 21.6X Cap: $1.32B
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Q: I'm interested in the robotics/AI space. Do you like this sector going forward? Do you prefer ROBO or BOTZ and why? Any other suggestions?
Thanks as always,
Dennis

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Read Answer Asked by Dennis on September 26, 2017

• Intrinsyc Technologies Corporation (ITC $1.75)
  • $1.75 Cap: $35M
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Q: Hi RYAN. Great job!Could you give me an update Please! thanking you in advance,, CLIFF

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Read Answer Asked by cliff on September 22, 2017

• NVIDIA Corporation (NVDA $190.53)
  • $190.53 P/E (TTM): 47.28X Cap: $4.62T
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• Advanced Micro Devices Inc. (AMD $214.99)
  • $214.99 P/E (TTM): 106.85X Cap: $350.01B
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Q: Nvda seems like it is shooting for the stars..is it still a buy at these levels. What are your thoughts on buying AMD or intc instead. Thanks. Shyam

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Read Answer Asked by Shyam on September 22, 2017

• Adobe Inc. (ADBE $353.80)
  • $353.80 P/E (TTM): 21.17X Cap: $148.10B
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Q: Can you please give me your opinion on ADBE earings.

Thanks for the great service

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Read Answer Asked by Hector on September 21, 2017

• Applied Optoelectronics Inc. (AAOI $37.17)
  • $37.17 Cap: $2.53B
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Q: Further to Robert's question, and for my learning, what are the implications of such a large short bet on a good company that is performing well? Will there be a 'short covering' rush that will spike the price? What are the possibilities and likelihoods for short term movements of this stock? Thanks for your help!

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Read Answer Asked by Rick on September 21, 2017

• Sylogist Ltd. (SYZ $5.64)
  • $5.64 Cap: $131M
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• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X Cap: $376M
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• Constellation Software Inc. (CSU $3,316.17)
  • $3,316.17 P/E (TTM): 77.12X Cap: $70.27B
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• Kinaxis Inc. (KXS $175.27)
  • $175.27 P/E (TTM): 105.84X Cap: $4.91B
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• Open Text Corporation (OTEX $45.57)
  • $45.57 P/E (TTM): 17.43X Cap: $11.48B
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Q: Hi 5i team,

Based on current valuations what are your favorite canadian tech names for the long term?

Thanks

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Read Answer Asked by Keith on September 21, 2017

• Heartbeam Inc. (BEAT $2.44)
  • $2.44 Cap: $84M
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Q: How much risk do you see @ current levels? I am looking for a USD growth opportunity for a modest holding for an 11 & 12 year old.

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Read Answer Asked by Joel on September 21, 2017

• NVIDIA Corporation (NVDA $190.53)
  • $190.53 P/E (TTM): 47.28X Cap: $4.62T
  • View NVDA Profile
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $231.76)
  • $231.76 P/E (TTM): 148.55X Cap: $301.58B
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Q: Assuming a 10 year hold, which of SHOP or NVDA would you add for growth at these prices?

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Read Answer Asked by Julian on September 20, 2017