Q: WELL is drifting down after reporting good results a couple of weeks ago. What to you see happening over the next 6 months? What catalyst is needed to kick start an upward movement? Would you top up a position now?
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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.
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Kinaxis Inc. (KXS $119.08)
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WELL Health Technologies Corp. (WELL $3.85)
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Converge Technology Solutions Corp. (CTS $5.99)
Q: I've owned these for quite a while (KXS 5 yrs; WELL 4 yrs; CTS 3 yrs) but they haven't performed as I'd hoped (KXS +17%; WELL +4%; CTS -1%). Note that I've added to each since the initial purchase.
I understand 'wait time' and that the market sometimes takes a while to respond to fundamentals, but I feel I've given these all a fair chance and yet I continue to believe - and to hold!
Can you offer me any assurances to either continue holding or selling any of the three stocks? Interestingly, when starting a position in KXS I made a decision to purchase that and not Descartes which 5i also supported strongly at the time. Needless to say, I've watched DSG clean up and KXS tread water.
I understand 'wait time' and that the market sometimes takes a while to respond to fundamentals, but I feel I've given these all a fair chance and yet I continue to believe - and to hold!
Can you offer me any assurances to either continue holding or selling any of the three stocks? Interestingly, when starting a position in KXS I made a decision to purchase that and not Descartes which 5i also supported strongly at the time. Needless to say, I've watched DSG clean up and KXS tread water.
Q: PLUR is making big moves? Is it a Buy?
Q: Why do you think QLYS has been so weak, down almost 40% YTD?
Your assessment on its prospects moving forward please.
Thanks!
Your assessment on its prospects moving forward please.
Thanks!
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Aspen Aerogels Inc. (ASPN $3.54)
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Vertiv Holdings LLC Class A (VRT $245.42)
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Cellebrite DI Ltd. (CLBT $11.94)
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TransMedics Group Inc. (TMDX $134.65)
Q: Hi 5i!
I’m a little overweight in the AI sector and want to diversify. Respecting that growth and stability are not often in tandem, would you endorse a selling VRT and buying TMDX, ASPN or CLBT?
Do you see either of these three companies as having a better growth (and some stability) outlook over the next 2-3 years than VRT?
If you could only pick one which company do you have the most conviction in today?
Thanks so much for all you do!
I’m a little overweight in the AI sector and want to diversify. Respecting that growth and stability are not often in tandem, would you endorse a selling VRT and buying TMDX, ASPN or CLBT?
Do you see either of these three companies as having a better growth (and some stability) outlook over the next 2-3 years than VRT?
If you could only pick one which company do you have the most conviction in today?
Thanks so much for all you do!
Q: Hi 5i Team,
I bought Tecsys two years ago @41 before it was included in 5i portfolio, and watched it went down to 28. It rebounded around but I didn’t sell and until it lately breaks out to one year high, any news ? What do you think this company going forward?
Thanks as always.
I bought Tecsys two years ago @41 before it was included in 5i portfolio, and watched it went down to 28. It rebounded around but I didn’t sell and until it lately breaks out to one year high, any news ? What do you think this company going forward?
Thanks as always.
Q: Hi All at 5I!!
What are your thoughts about WNDR at this point in time ( 6mths after last question on it). Would initiating a small position seem reasonable to you?
Cheers,
Tamara
What are your thoughts about WNDR at this point in time ( 6mths after last question on it). Would initiating a small position seem reasonable to you?
Cheers,
Tamara
Q: It’s been quite a while since you’ve commented on NG Energy, could you please comment on management, insider ownership and balance sheet progression if any since you’ve last commented. What would it take to move this flatlined stock up? Thank you.
Q: Upstart looks to have had a good couple of weeks climbing from $25 to $40. In answers to previous questions, mention was made of a very high short interest at the time. Can I please ask for your usual insightful analysis for the recent Upstart quarterly results, and whether their recent stock price climb can be attributed to their recent performance and future prospects in a declining interest rate environment, or well speculation and short covering? Is the stock worth holding onto for a few more Quarters and see if they benefit from declining interest rates or if they catch another everything-AI wave, or take the cash and invest elsewhere? Thanks kindly.
Q: Could I get your opinion on KLDiscovery as a "moon shot". Thanks Ron
Q: Hi, Could you please comment on Tiny earnings. Thank you
Q: In responding to a question regarding ZSML in Nov 2021 you stated "While volume is low, it has $351M in assets, and is likely quite profitable for the bank at that level." I see that, according to TDW, it now has $166.2M in assets. At this lower level would you still see it as profitable for the bank? Are the assets lower due to investors selling units? You have indicated recently that small caps could be coming into their own, so is ZSML a good option to add to my small caps at this time? Many thanks.
Q: I have held this company hoping it would go back up. Is it a hold, sell or buy? Thanks
Q: please up date your thoughts on blackline . it has been one year since last comments.
Q: It appears that PRL reports and pays in USD. I hold it in a registered account. Trading on a US exchange is low volume. Do you suggest that I keep it on the CAD side or move it to the US side of my account?
Thank you.
Thank you.
Q: this company reported good results .sold some assets to majority share holder . yet drops a lot . plese explain
Q: Does your answer change to Gordons question of June 23 now that Alberta Government has committed 5 million dollars to their project?
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Spotify Technology S.A. (SPOT $467.83)
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OFG Bancorp (OFG $41.39)
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Invesco S&P MidCap Momentum ETF (XMMO $147.02)
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FTAI Infrastructure Inc. (FIP $5.87)
Q: Hi team,
Grateful for your updated views on the above stocks. Would you buy them now for strong growth ? Or could you provide better alternatives ?
Have a good day,
Jacques IDS
Grateful for your updated views on the above stocks. Would you buy them now for strong growth ? Or could you provide better alternatives ?
Have a good day,
Jacques IDS
Q: Your thoughts on this realty company.
Q: Why the huge drop today? Is it an overreaction? Is QIPT a but, sell, or hold. Thanks