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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Please comment on the impact of recent US China tariff & Huawei development on these stocks. Which will suffer long term adverse effect ? Most come down a lot on May 20. Thanks a lot.
Read Answer Asked by Lai Kuen on May 21, 2019
Q: I realize I am veering off course here, but would appreciate if you could rate the following US stocks from a growth perspective. The time frame would be 5 to 8 years - best to worst. Feel free to add if you wish. Thank you.
Read Answer Asked by Dave on February 21, 2019
Q: Hi 5i:

I currently hold KEYS and KXS at substantial gains, thanks to 5i, at about 7% of my portfolio. I would like to raise my technology allocation. I have held, gained and sold RPD and FDC previously. Would you go back to them at this point or consider a position in BOX. My $US exposure is about 13% of portfolio. Another option would be to iniatate positions in OTEX and/or DSG. My portfolio is well balanced. Any new positions would be in my TFSA. Please deduct as appropriate.
Thank you for your opinion. Regards

Sinc
Read Answer Asked by Tom on February 05, 2019
Q: I've noticed that despite the tech meltdown recently, some have held up quite well such as RPD (Rapid 7). I found this a bit surprising given that the company was smaller than others such as NVDA.

Is the relative strength a positive sign? Are there other notable tech companies with positive relative strength vs peers? Thanks!
Read Answer Asked by Mike on January 08, 2019
Q: Hi team,
I saw an interesting question last week on the metrics for evaluating stocks in different sectors. You did not mention the tech sector. I am curious on those metrics where there are many companies, trends, growth prospects, competitors, among others. Many companies show no earnings at all as they are investing for earnings down the road. So how do you compare these companies?

With the market unrest the past couple of months, I have looked more closely at your Companies section where there is a wealth of information. Take 3 cloud stocks that regularly show up on your favourites list: BOX, RPD and TEAM. None have earnings today. There are non-earnings metrics shown, such as price to sales and price to cash flow. On a price to sales basis, BOX is 4.5, RPD is 6.3 and TEAM is 22.3. Box is the winner with RPD a reasonably close 2nd. On a price to cash flow basis, BOX is 32, RPD is 620 and TEAM is 60. BOX again is the winner but RPD is a poor 3rd. I know numbers don’t tell the whole story, but I am not sure how to make any reasonable evaluations based on the metrics.

Thanks for the insight.
Dave

Read Answer Asked by Dave on December 04, 2018
Q: i own quite a few of your favorite companies kinaxis,the stars group,covalon,great cnd gaming,methanex,square -on square iown long dated options a year out,savaria,knight,enbridge,shopify,largo
i also own some you do not like , like baytex but ithink if oil gets to 60-65 this is at least 4.00, i have an awful lot of cash, so i am looking for one small to mid cap that you really like for the next few months, could be in the u.s. but i prefer canada.has to be liquid.does not have to be in your portfolios.dave
Read Answer Asked by david on November 29, 2018
Q: I hold the above and they all had favorable comments from 5i on growth at one point. Is growth still intact? Do you see anything that's changed in the companies or the environment that would affect any of these? They are inside an RSP for long term growth. TIA!
Read Answer Asked by Wayne on August 17, 2018
Q: Hi, please give me your thoughts on this microcap. The main product, MobiKEY, seems useful for data security and privacy. Do you see data security/privacy as an area for growth in light of the recent FB data issues? Any other names to watch or look at in a similar business? Thanks.
Read Answer Asked by Marco on August 14, 2018
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