Investment Q&A

Q: How do you feel at the moment about adding to Perion after it reported today?

Thanks. Lesley

Q: How do you feel about qcom after their earnings today? Not much to get excited about. Would you continue to hold? Thanks.

Q: Does the earning real ease by Qualcomm suggest that there may be a slowdown with Broadcom that reports later? Do you view Broadcom as a hold, buy or sell? And, would you consider a switch to AMD that had a significant drop is it’s share price today? Which semiconductor stock (Broadcom or AMD) is a better buy right now especially given potential growth in the future due to AI?

Q: I have recently acquired shares of Constellation Software and done some reading about this company. I looked at it a number of years ago and didn't buy it because of the "frightening" P/E ratio. Every time I looked at it or read analysts reports about it they would say the same thing "great company with terrific growth but too expensive. Wait for a better entry point. We can see how that has turned out. 10 years ago it was trading at about $130 now it's $2700. There is an article in the globe today about Topicus. To paraphrase it says that Topicus is the size CSU was 10 years ago and looks good but it's too expensive.
Is there a good reason to think that there might be an opportunity here that I missed 10 years ago with CSU?
Thanks for your ever helpful insight!

Q: Dear Peter et al,

May I ask you to give me 3 solid companies in Cyber security field with NO debts, Good Growth track record and Dividends. Dividends not as important as zero debt and growth potential. Lastly if they are US based and not in other countries that would be a bonus.

You can add the names of the stocks in the stem of my question.

Many thanks.
Mano.

Q: Does D2L compete with Docebo? Could you elaborate the differences between the two.

Tks

Q: What is your view of ATVI as a long term hold for safety and growth? Are there any companies with better prospects that you would rather hold? If you were to sell ATVI to invest in these better prospects, would you do so now or wait until the MSFT acquisition is officially dead?

Q: I do believe that our future will be elecrified, though it will take more than a decade to make real progress. Copper will be a key raw material but we will also need motors, batteries and control systems. Renewable power producers will also be needed of course, but I am more interested in the device side rather than the power production side.

If you wanted to start a mini-portfolio of companies that are likely to be key to an electrified world, how would you begin and can you suggest a few companies that will likely be key players?

Q: Good Morning,

Can I please get your opinion on Sprout's earnings? Do you see it as a buy, hold or sell within a three-year horizon? Thanks. Brad

Q: Hi,
NVDA has had such a terrific run. One of those stocks that makes me say could have would have and should have!

What is your take on NVDA going forward?
What would be a good entry point IF a big IF it corrects! Worth Selling a cash covered put?

Many thanks.
Mano.

Q: i am disappointeed with pypl turn around . i like to sell it and add to the small position i started in LMN

Q: Hi 5i
I like the (relative) stability of CSCO but I like the growth prospects of QCOM. I own both at near enough equal weights in an over-diversified portfolio.
Would you leave well enough alone at this time with these two or would you tilt the scales to increase QCOM and decrease CSCO a little?
Thanks

Q: XMTR Good upside potential? Is there another company in the same industry that you prefer?
Thanks

Q: what's your current opinion on DND ? Thank you.
Fooklin

Q: shop reports Thursday. what are general expectations. what does 5i expect. last guidance seemed conservative. any issues that might surprise either good or bad

Q: What are the expectations for eps & revenue for Q on May 3.Is this a good time to buy and what is a good enty point? Txs for U usual great services & views

Q: Your thoughts please.

Q: Thoughts please on the CLS quarter?

Thx

Q: Hi There,

Do you think both these have run up too fast and one should wait for a pull back or are they buyable here for long term hold?

Thanks!
Rob

Q: Hi 5i, can I have your opinion of their latest results? It appears market didn't like forward guidance on the cloud segment. Also would you buy this stock today?

Thx