Q: What did you think of earnings?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi 5i, there was REUTERS article published in G&M today: "Alphabet shares fall on report Samsung is considering Bing as default search engine", an I would appreciate you analysis on it affecting Google. Thx.
-
Snap Inc. Class A (SNAP)
-
Spotify Technology S.A. (SPOT)
-
Zillow Group Inc. (ZG)
-
Palantir Technologies Inc. (PLTR)
-
Snowflake Inc. Class A (SNOW)
-
Asana Inc. Class A (ASAN)
-
ContextLogic Inc. (WISH)
-
DigitalOcean Holdings Inc. (DOCN)
-
WeWork Inc - Class A (WE)
-
Udemy Inc. (UDMY)
Q: Hello 5i!
Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech?
Thank you!
Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech?
Thank you!
-
Alphabet Inc. (GOOG)
-
Intuit Inc. (INTU)
-
NVIDIA Corporation (NVDA)
-
Atlassian Corporation (TEAM)
-
Veeva Systems Inc. Class A (VEEV)
-
The Trade Desk Inc. (TTD)
-
CrowdStrike Holdings Inc. (CRWD)
-
Unity Software Inc. (U)
Q: Good Afternoon
I currently hold TEAM(even), VEEVE(-10%) TRADEDESK(-10%),CROWDSTRIKE (-35%) and UNITY(-75%). Each of these positions make up less than 2% of my portfolio. Unfortunately there are no tax losses applicable. If you were to consolidate which ones would you keep or in turn what would you buy as a replacement
Thank you
I currently hold TEAM(even), VEEVE(-10%) TRADEDESK(-10%),CROWDSTRIKE (-35%) and UNITY(-75%). Each of these positions make up less than 2% of my portfolio. Unfortunately there are no tax losses applicable. If you were to consolidate which ones would you keep or in turn what would you buy as a replacement
Thank you
Q: I have very small positions in these companies. I can add to one, which do you think has the best long term potential.
Q: Re: Kinaxis KXS and Descartes DSG: I have owned these two Canadian tech stocks for getting onto a decade and have done well with both. My question: at their current valuations are they still a buy? KXS is up 21% this year and DSG 16%. They both have an RSI of 61, high but not crazy high. Thanks for your thoughts!
Q: Good Morning,
For a 3 year hold, in what order might you considering buying these stocks today? If (theoretically) you already held CRWD and were losing patience waiting for its share price to rebound, might you swap it for one of the other two stocks listed or hang in?
For a 3 year hold, in what order might you considering buying these stocks today? If (theoretically) you already held CRWD and were losing patience waiting for its share price to rebound, might you swap it for one of the other two stocks listed or hang in?
Q: You have generally been positive on QCOM but the share price seems to be range bound. Do you see prospects for the price to move? Any catalyst in sight? I own it as well as Nvidia; is there much duplication there? I am considering switching out of QCOM into CRM; can you please comment on this idea. Many thanks for your excellent service.
Q: I own both of these in small positions. I want to sell one and add to the other. Long term hold. Which would you recommend to keep.
Q: Looking to invest in shop for a 3-5 year hold. What is a good entry point? Is there a company you would recommend with high upside over them?
Q: is it worth holding on to it?
-
Aritzia Inc. Subordinate Voting Shares (ATZ)
-
Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
-
Snowflake Inc. Class A (SNOW)
-
Mitek Systems Inc. (MITK)
Q: Good Morning 5i,
We have an opening in two of our accounts.
For a 1% flyer which would you recommend: MITK or SNOW?
For a 1/2 position in our TFSA: GOOS or ATZ
Thank you
Debbie and Jerry
We have an opening in two of our accounts.
For a 1% flyer which would you recommend: MITK or SNOW?
For a 1/2 position in our TFSA: GOOS or ATZ
Thank you
Debbie and Jerry
Q: Greetings,
What do you think about recent QST earnings? Looks to me to be making decent progress. The project in Mexico seems to be less than a big success though. Looks to me like they booked all the revenue but are still running up costs. How serious does that look to you? Thanks.
What do you think about recent QST earnings? Looks to me to be making decent progress. The project in Mexico seems to be less than a big success though. Looks to me like they booked all the revenue but are still running up costs. How serious does that look to you? Thanks.
Q: How would you compare TIXT vs KXS today for long-term growth?
-
Fortinet Inc. (FTNT)
-
Palo Alto Networks Inc. (PANW)
-
Evolve Cyber Security Index Fund (CYBR)
-
CrowdStrike Holdings Inc. (CRWD)
Q: Not clear why this fund goes nowhere or down? Keeper for the next year? Seems odd in the days of hacking and security needs. Your thoughts please.
Q: Hi All at 5i!
I am giving my portfolio a spring cleaning. I have Arkk, Apps and Unity software, all of which are down significantly. I do not need the money and can hold these for at least 5 years. Is there hope for any of them should the market start performing better or are there inherent problems with them and should I just let them go . Your opinion is highly valued. Cheers, Tamara
I am giving my portfolio a spring cleaning. I have Arkk, Apps and Unity software, all of which are down significantly. I do not need the money and can hold these for at least 5 years. Is there hope for any of them should the market start performing better or are there inherent problems with them and should I just let them go . Your opinion is highly valued. Cheers, Tamara
Q: Good day ,
What would be a good entry for topicus .. the plan would be to hold this name for 3-5 years … and would you advise to buy lumine and topicus or just hold one of these names ..
thx
What would be a good entry for topicus .. the plan would be to hold this name for 3-5 years … and would you advise to buy lumine and topicus or just hold one of these names ..
thx
Q: This company jumped 20% on Wednesday!! Is there any news which would explain this move? What is you opinion on this stock?
Q: I've never been able to justify buying MSFT purely on valuation. How does the current valuation compare to historical valuation and when looking at a stock like MSFT, what valuation metrics are most important to look at to determine is this a good time to buy or not?
Q: Hi Peter, Ryan, and Team,
A 5i member (Rajeev) stated in a recent question that he had an overweight core ownership of Constellation Software. We agree with you about the benefits of keeping the "free" TOI and LMN shares we received from these CSU spinoffs. However, does your answer imply that since we are presently overweight in Technology (largely because of CSU) should we consider reducing exposure to CSU? This would be a very hard thing to do, so it's a dilemma, to say the least!
As always, thanks for your insight.
A 5i member (Rajeev) stated in a recent question that he had an overweight core ownership of Constellation Software. We agree with you about the benefits of keeping the "free" TOI and LMN shares we received from these CSU spinoffs. However, does your answer imply that since we are presently overweight in Technology (largely because of CSU) should we consider reducing exposure to CSU? This would be a very hard thing to do, so it's a dilemma, to say the least!
As always, thanks for your insight.