Investment Q&A

• Sandvine Corporation (SVC $4.39)
  • $4.39 P/E (TTM): 47.7X
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Q: I have a small position in SVC. Given that you think SVC is unlikely to get a better offer, do you think its best to sell after the recent 22% gain, or hold on for another year or two?

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Read Answer Asked by Graeme on May 29, 2017

• Miscellaneous (MISC)
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Q: Hi Team, I have selected four market sectors, Auto Electronics, Cyber Security, Manufacturing, and Fintech, that I need some stock help with. Could the 5iR Team make at least one Canadian and one US stock recommendation/top pick for each of these sectors. Thanks Team. Chris

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Read Answer Asked by Chris on May 29, 2017

• Solium Capital Inc. (SUM $1.29)
  • $1.29 P/E (TTM): 172.9X Cap: $1.08B
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Q: I know you liked this company in your last update.Since then the company has reported their first quarter results.The stock has been performing very well recently and has appeared to have broken out technically. Can you provide your latest thoughts on this company and has your opinion become more favorable to taking an initial position.
Thanks as always for your wonderful insights!

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Read Answer Asked by Thomas on May 29, 2017

• Celestica Inc. (CLS $467.28)
  • $467.28 P/E (TTM): 54.73X Cap: $53.75B
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• Open Text Corporation (OTEX $47.43)
  • $47.43 P/E (TTM): 17.56X Cap: $11.95B
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Q: Which of these two co's would you purchase today, and why?
Thanks Peter.

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Read Answer Asked by Peter on May 29, 2017

• Quarterhill Inc. (QTRH $0.93)
  • $0.93 Cap: $108M
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Q: Please give your opinion on WI-LAN. Is their new strategy to acquire Companies and become more of a "holding company" an effective strategy for shareholder value increases?
Thanks Gord

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Read Answer Asked by gord on May 29, 2017

• State Street SPDR S&P Semiconductor ETF (XSD $315.85)
  • $315.85 P/E (TTM): 30.43X Cap: $1.57B
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Q: Your opinion on XSD (etf / semi-conductor).
Thank you.
Pascal

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Read Answer Asked by pascal on May 29, 2017

• Lam Research Corporation (LRCX $155.14)
  • $155.14 P/E (TTM): 33.2X Cap: $190.82B
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Q: Can I have your thoughts on the semiconductor industry at present? Is it late in the cycle or plenty of growth ahead in the next year or two? Thank you as always.

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Read Answer Asked by Doug on May 26, 2017

• Kinaxis Inc. (KXS $176.66)
  • $176.66 P/E (TTM): 103.68X Cap: $4.95B
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• TECSYS Inc. (TCS $36.10)
  • $36.10 P/E (TTM): 193.39X Cap: $532M
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Q: Your thoughts. Is kinaskis a competitor. Thanks

Kevin

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Read Answer Asked by Kevin on May 25, 2017

• INVESCO QQQ Trust (QQQ $614.27)
  • $614.27 P/E (TTM): 36.83X Cap: $401.76B
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• Technology Select Sector SPDR ETF (XLK $283.78)
  • $283.78 P/E (TTM): 37.59X Cap: $92.60B
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Q: Could you recommend a U.S. Technology ETF? Thanks.

Ray

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Read Answer Asked by Raymond on May 24, 2017

• Kinaxis Inc. (KXS $176.66)
  • $176.66 P/E (TTM): 103.68X Cap: $4.95B
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Q: Hi. What are your thoughts on KXS given the recent price appreciation? Would you still hang onto it?

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Read Answer Asked by Trevor on May 24, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.87)
  • $223.87 P/E (TTM): 87.84X Cap: $288.87B
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Q: Follow up question to SHOP share offering. Can shop sell this into the market at what ever frequency they want over the next year, or does it have to be larger block trades? How is the sale of the shares communicated to shareholders?

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Read Answer Asked by Darcy on May 19, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.87)
  • $223.87 P/E (TTM): 87.84X Cap: $288.87B
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Q: Hi, The secondary has been priced @US$91. Following is the stated purpose:

"Shopify expects to use the net proceeds from the Offering to strengthen its balance sheet, providing flexibility to fund its growth strategies. Pending their use, Shopify intends to invest the net proceeds from the Offering in short-term, investment-grade, interest-bearing instruments or hold them as cash."

Any comments ? Thanks

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Read Answer Asked by rajeev on May 19, 2017

• NexOptic Technology Corp. (NXO $0.01)
  • $0.01 Cap: $1M
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Q: Congrats Ryan! Well deserved.
This company seems to be on a roll.Could you give me some insight.
Is it a buy right now for long term?
thanks Kim

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Read Answer Asked by Kim on May 18, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.87)
  • $223.87 P/E (TTM): 87.84X Cap: $288.87B
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Q: Hi Team,

Following up on my question about SHOP's shelf offering, any further comments on their Offering of 5.5M Class A Subordinate Voting Shares today?

https://investors.shopify.com/Investor-News-Details/2017/Shopify-Launches-Offering-of-Class-A-Subordinate-Voting-Shares/default.aspx

Thank you. Michael

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Read Answer Asked by Michael on May 18, 2017

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.22)
  • $124.22 P/E (TTM): 16.87X Cap: $27.57B
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• BlackBerry Limited (BB $5.73)
  • $5.73 Cap: $3.38B
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• Open Text Corporation (OTEX $47.43)
  • $47.43 P/E (TTM): 17.56X Cap: $11.95B
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Q: more attractive tech stocks

are OTEX and GIB.A more attractive for 3-5 year hold {US$} than BB , or possibly another suggestion - please explain preference -thanks

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Read Answer Asked by don on May 18, 2017

• Open Text Corporation (OTEX $47.43)
  • $47.43 P/E (TTM): 17.56X Cap: $11.95B
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Q: Open Text is very cheap, even before it dropped on recent earnings- Why?
Does the street not have much of a positive opinion on them?
Thanks

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Read Answer Asked by Pat on May 18, 2017

• BlackBerry Limited (BB $5.73)
  • $5.73 Cap: $3.38B
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Q: BB is looking beautiful again or do you see it like that?
Thanks for all the information.
Helen

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Read Answer Asked by Helen on May 17, 2017

• Open Text Corporation (OTEX $47.43)
  • $47.43 P/E (TTM): 17.56X Cap: $11.95B
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Q: greetings,

So open text has missed expectations and is down significantly. Is the earnings miss their usual miss that happens regularly with this company or is more going on here. I have usually bought this stock on the dips but the miss was more that just a minor miss this time. Your thoughts.

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Read Answer Asked by kelly on May 16, 2017

• Constellation Software Inc. (CSU $3,420.00)
  • $3,420.00 P/E (TTM): 76.82X Cap: $71.97B
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• Descartes Systems Group Inc. (The) (DSG $115.56)
  • $115.56 P/E (TTM): 48.32X Cap: $9.93B
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• Enghouse Systems Limited (ENGH $20.09)
  • $20.09 P/E (TTM): 14.68X Cap: $1.10B
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• Kinaxis Inc. (KXS $176.66)
  • $176.66 P/E (TTM): 103.68X Cap: $4.95B
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• Open Text Corporation (OTEX $47.43)
  • $47.43 P/E (TTM): 17.56X Cap: $11.95B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $223.87)
  • $223.87 P/E (TTM): 87.84X Cap: $288.87B
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• Altus Group Limited (AIF $54.18)
  • $54.18 P/E (TTM): 6.27X Cap: $2.33B
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Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my technology sector (17% weighting). Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio. Thank you and great job.

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Read Answer Asked by Terry on May 16, 2017

• ROBO Global Robotics and Automation Index ETF (ROBO $67.32)
  • $67.32 P/E (TTM): 21.6X Cap: $1.26B
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Q: Hi Team,
Could you please rank from "best to worst" which account to hold Robo Global Robotics & Automation ETF (ROBO) - my choices are $US cash, $US RRSP, and $US TFSA. Thank you. Michael

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Read Answer Asked by Michael on May 15, 2017