Investment Q&A

• Intrinsyc Technologies Corporation (ITC $1.75)
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Q: I am looking to add a growth stock to my TFSA. I was looking ITC as a possible candidate but I noticed quite a bit of insider selling in November last year. My overall portfolio is reasonably well balanced. Do you still like it or do you currently favour something else?

As said many times before, thanks for your great service.

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Read Answer Asked by Danny-boy on March 06, 2017

• Great Plains Metals Corp. (GPS $0.18)
  • $0.18 Cap: $12M
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Q: Hello 5i team,
Could you elaborate on GPS's current business ? I sold it late 2013 before it peaked at around $3.50. What has changed?
Thanks,
Antoine

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Read Answer Asked by Antoine on March 03, 2017

• Amplify Cybersecurity ETF (HACK $71.17)
  • $71.17 P/E (TTM): 32.58X Cap: $1.87B
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Q: want to invest in cyber security, please comment on these 2 ETFs or if there is other recommendation.

Thanks

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Read Answer Asked by Steve on March 03, 2017

• Maxar Technologies Inc. (MAXR $70.54)
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Q: Hi,

I previously owned MDA and sold for a small loss, but am increasingly interested in getting back in. My question is about MDA's ability/experience/success integrating take overs. I understand they took over another US company a number of years ago. Could you tell me how big that was ($$ terms) and how successful, in your opinion, they've been in integrating the company?

Thanks,

Cam

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Read Answer Asked by Cameron on March 03, 2017

• Snap Inc. Class A (SNAP $4.82)
  • $4.82 Cap: $8.14B
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Q: Would you pay USD$25 for Snapchat and does it have a similar potential to Google, Apple, Amazon, etc?
Thanks.

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Read Answer Asked by Steven on March 03, 2017

• Enghouse Systems Limited (ENGH $16.50)
  • $16.50 P/E (TTM): 12.53X Cap: $899M
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• Kinaxis Inc. (KXS $134.02)
  • $134.02 P/E (TTM): 42.32X Cap: $3.70B
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Q: My long term hold of ENGH has done very well. Would you endorse trimming some and putting into KXS at this time? (I have a very small position in KXS already)

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Read Answer Asked by petra on March 01, 2017

• Sierra Wireless Inc. (SW $40.99)
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Q: Would you consider SW Sierra Wireless a good takeout candidate and if so, what would you watch for other than inside buying? I have noticed that it frequently hits new 52 week highs. Thanks, Bill

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Read Answer Asked by William J on March 01, 2017

• Premier American Uranium Inc. (PUR $0.62)
  • $0.62 Cap: $43M
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Q: PUR continues to slowly drift lower. I believe next financial release is March 9. Do you foresee positive results and some good things for the stock? I'm about even with the stock and am considering moving on to something more attractive, like PHO or ITC. Your comments please.

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Read Answer Asked on March 01, 2017

• CGI Inc. Class A Subordinate Voting Shares (GIB.A $96.51)
  • $96.51 P/E (TTM): 13.38X Cap: $20.85B
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• Open Text Corporation (OTEX $28.83)
  • $28.83 P/E (TTM): 12.9X Cap: $7.22B
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Q: looking to add to tech holdings at some point in the near future. CSU is a 2.5% weighting in my portfolio. which of these 2 would you pick as an addition and why? thanks in advance.

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Read Answer Asked by Richard on March 01, 2017

• TECSYS Inc. (TCS $29.89)
  • $29.89 P/E (TTM): 84.06X Cap: $430M
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Q: How do you feel about the earnings for tecsys? Buyable here? Thanks

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Read Answer Asked by Michael on March 01, 2017

• Kinaxis Inc. (KXS $134.02)
  • $134.02 P/E (TTM): 42.32X Cap: $3.70B
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Q: Dont own this yet.Buy today ??

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Read Answer Asked by blake on March 01, 2017

• Sylogist Ltd. (SYZ $3.23)
  • $3.23 Cap: $75M
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Q: Hello,
is it a good time to buy some Syz ? Half position or full position ? I am in for the long term. Thank you.

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Read Answer Asked by Pierre on March 01, 2017

• Avigilon Corporation (AVO $26.98)
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Q: I was wondering if you could shed some light on why trade was halted on this stock. Thank you.

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Read Answer Asked by Mary Jean on March 01, 2017

• Kinaxis Inc. (KXS $134.02)
  • $134.02 P/E (TTM): 42.32X Cap: $3.70B
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Q: How do you see the market's reaction to Kinaxis's earnings?
Thank you

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Read Answer Asked by Marty on February 28, 2017

• Photon Control Inc. (PHO $3.60)
  • $3.60 P/E (TTM): 30.31X
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• BlackBerry Limited (BB $5.30)
  • $5.30 Cap: $3.12B
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.55)
  • $153.55 P/E (TTM): 131.44X Cap: $200.24B
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Q: I would like to increase my stock weight in technologies. I only currently have a 1,5% in BB and 2,5% in PHO. I have a 5% cash position in my TFSA to invest with a long-term growth (10years+) horizon. What tech company would you recommend for a new position?
Thank you,

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Read Answer Asked by Julien on February 28, 2017

• Canadian Solar Inc. (CSIQ $12.63)
  • $12.63 Cap: $894M
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Q: What is your current assessment of CSIQ ?

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Read Answer Asked by Bruce on February 27, 2017

• Miscellaneous (MISC)
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Q: I am curious about LIDAR technology and who the market leaders may be in the US and or Canada. Any suggestions how to make an investment in this area?

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Read Answer Asked by Thomas on February 27, 2017

• Amplify Cybersecurity ETF (HACK $71.17)
  • $71.17 P/E (TTM): 32.58X Cap: $1.87B
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Q: Greetings
As a follow up to a question from Paul, you might consider 'HACK' an ETF focused on the cyber security industry. 5i please feel free to offer your own commentary as to its suitability or performance, etc.

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Read Answer Asked by Tim on February 27, 2017

• Miscellaneous (MISC)
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Q: Could you recommend some cyber security companies please. Thanks

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Read Answer Asked by Paul on February 27, 2017

• Sierra Wireless Inc. (SW $40.99)
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Q: Are there any publically traded Canadian industrial IOT (IIOT) software companies? Seems they are all VC funded until acquisition.

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Read Answer Asked by Roth on February 27, 2017