Investment Q&A

• Illumina Inc. (ILMN $132.72)
  • $132.72 P/E (TTM): 24.18X Cap: $20.16B
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• Palo Alto Networks Inc. (PANW $166.97)
  • $166.97 P/E (TTM): 90.67X Cap: $136.24B
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• Check Point Software Technologies Ltd. (CHKP $137.61)
  • $137.61 Cap: $14.53B
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Q: Do you have any suggestions or companies on your radar that are in the cybersecuriy and the geonomics space

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Read Answer Asked by Nick on May 15, 2017

• INVESCO QQQ Trust (QQQ $640.47)
  • $640.47 P/E (TTM): 33.2X Cap: $413.87B
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Q: Which of the above ETFs would you recommend that gives good exposure to tech sector that has growth and reasonable dividends.
THX

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Read Answer Asked by Raj on May 15, 2017

• Sierra Wireless Inc. (SW $40.99)
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• Intrinsyc Technologies Corporation (ITC $1.75)
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Q: what are the top 5 companies focusing on "the- internet - of things" ?

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Read Answer Asked by don on May 15, 2017

• NVIDIA Corporation (NVDA $198.35)
  • $198.35 P/E (TTM): 40.59X Cap: $4.81T
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Q: So I sold my nvda under $100 because there was so much talk of it being overvalued. Now it is flying like a rocket. Debating if I should get back in. Is the rocket flying of nvda justified or it will come crashing down just as fast?

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Read Answer Asked by Helen on May 11, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $174.12)
  • $174.12 P/E (TTM): 136.11X Cap: $227.07B
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Q: Hi Team,
I believe the short interest in Shopify is now about 4.77% of the US float. Do you have any guidance on when the short interest can become large enough that the stock could become the victim of a short attack? I also know that SHOP has a fair bit of cash on hand and no debt, which may help protect it. Any thoughts you have about how a short interest in SHOP, or more generally any company, might become debilitating for a stock's price would be appreciated.
Thank you, Michael

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Read Answer Asked by Michael on May 11, 2017

• Intrinsyc Technologies Corporation (ITC $1.75)
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Q: Your comments please on ITC's earnings report.
Thank you

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Read Answer Asked by Silvia on May 10, 2017

• BMO MSCI China Selection Equity Index ETF (ZCH $19.52)
  • $19.52 P/E (TTM): 44.0X Cap: $127M
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• iShares China Index ETF (XCH $24.19)
  • $24.19 P/E (TTM): 48.28X Cap: $192M
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Q: I'm thinking of taking a large position in China using ZCH & XCH to cover both the Tech and Financial sectors, do you have any advice regarding China and these choices? Thank you!

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Read Answer Asked by Pat on May 10, 2017

• Tucows Inc. (TC $22.87)
  • $22.87 Cap: $257M
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Q: Thoughts on Tucows earnings? In the short term does a pullback present an opportunity to pick up some shares for the long term?

Thanks,

John

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Read Answer Asked by Gooding on May 10, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $174.12)
  • $174.12 P/E (TTM): 136.11X Cap: $227.07B
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Q: Hi 5i!

With Shopify taking off like a rocket, when do you think is a great time to take some money off the table? Is this stock heading to $200?

Thank you as always!

Tom

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Read Answer Asked by Tom on May 10, 2017

• NVIDIA Corporation (NVDA $198.35)
  • $198.35 P/E (TTM): 40.59X Cap: $4.81T
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Q: Would you be able to provide analysts' expectations for NVDA's earnings release scheduled for later today?

Thank you, Peter

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Read Answer Asked by Peter on May 09, 2017

• Open Text Corporation (OTEX $31.82)
  • $31.82 P/E (TTM): 13.5X Cap: $7.97B
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Q: based on today's weakness, some research, and 5i positive opinion of the company i have waded in with a new position in OTEX worth 2.5% of my portfolio. hopefully 2 years from now this would be considered a good entry point.

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Read Answer Asked by Richard on May 09, 2017

• Open Text Corporation (OTEX $31.82)
  • $31.82 P/E (TTM): 13.5X Cap: $7.97B
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Q: Thoughts on Open Text's earnings?

Is a dip an opportunity to add to long term holdings? If so how long does one wait before making a purchase?

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Read Answer Asked by Gooding on May 09, 2017

• Open Text Corporation (OTEX $31.82)
  • $31.82 P/E (TTM): 13.5X Cap: $7.97B
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Q: Would you buy open text today? Any thoughts about this co. Thanks. Alnoor

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Read Answer Asked by Alnoor on May 08, 2017

• Mitel Networks Corporation (MNW $14.78)
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Q: Further to my question on May 4,Mnw tanked the last 2 days.Is there any reason(s)?It may have dropped after the conference call on May 4 morning.If possible do not deduct a credit.Thanks for your usual great services & views

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Read Answer Asked by Peter on May 08, 2017

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $103.24)
  • $103.24 P/E (TTM): 13.66X Cap: $22.17B
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• Constellation Software Inc. (CSU $2,631.49)
  • $2,631.49 P/E (TTM): 78.54X Cap: $55.76B
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Q: Best diversification suggested overall ?

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Read Answer Asked by Serge on May 08, 2017

• Collectors Universe Inc. (CLCT $91.92)
  • $91.92 P/E (TTM): 47.28X Cap: $852M
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• Cognex Corporation (CGNX $54.97)
  • $54.97 P/E (TTM): 80.35X Cap: $9.18B
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Q: Hello Peter, I have positions in several US stocks, including JPM, JNJ, ADM, GOOGL, MET, PG, KHC, GE and CISCO. I would like to add a solid US stock for a long-term hold. A few weeks ago, you mentioned a smaller company, Collectors Universe, as a investment idea. The dividend is excellent and it has a pretty good track record of share price gains. Do you still like this as a current buy, or would you prefer something like ITRI, EBIX, FLIR or CGNX (which you've also mentioned). I don't need the income, so my criterion would basically be the best longer-term, overall, risk-adjusted return. Thank you!

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Read Answer Asked by James on May 05, 2017

• Evertz Technologies Limited (ET $16.66)
  • $16.66 P/E (TTM): 20.06X Cap: $1.25B
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Q: I noticed that you have this stock on the Income Portfolio, if you could only choose one technology for a RRSP from all 3 portfolio that you cover would you choose still ET or one of the other tech stock that you cover? This is for a long term hold. If you were to choose another stock which one would it be?

Thanks

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Read Answer Asked on May 05, 2017

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $174.12)
  • $174.12 P/E (TTM): 136.11X Cap: $227.07B
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Q: Is Shopify buyable here or is it too expensive? I realize it is growing quicky but the stock never seems to pull back. Also, please charge me two question credits if you like, but what are the consensus revenue figures for 2018, 2019 and 2020. Thanks.

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Read Answer Asked by Michael on May 05, 2017

• Keysight Technologies Inc. (KEYS $329.96)
  • $329.96 P/E (TTM): 58.39X Cap: $56.58B
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Q: What is your outlook for the company? Thank you

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Read Answer Asked by Tova on May 04, 2017

• Mitel Networks Corporation (MNW $14.78)
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Q: Please your view on Mitel's results released today.I am down 17%.Is it worth holding?If not,please suggest your best 3 stocks(in order of preference) as replacement.Always appreciate your usual great services & advices.

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Read Answer Asked by Peter on May 04, 2017