Q: CDNS is relatively unscathed, very unusual for a tech stock in this market. What is about this stock that has allowed it to maintain its valuation?
Thanks for all you do
Leo
Thanks for all you do
Leo
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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: Hi there,
I saw ENGH put up some good numbers today. In your opinion do you think ENGH has turned up here and has room to run?
Thanks!
I saw ENGH put up some good numbers today. In your opinion do you think ENGH has turned up here and has room to run?
Thanks!
Q: Hi, if I were to sell SYZ for a tax loss, would you replace it with SHOP or KXS ? Or simply buy back SYZ. Who do you like for a long term hold. I also have CSU.
Thanks, Merry Xmas, looking forward to 2023
Thanks, Merry Xmas, looking forward to 2023
Q: I noticed their share buyback program was with subordinate voting shares. Does this help the common share holder.
Thanks Steve
Thanks Steve
Q: Would you consider yesterday's news as significant. If so, is it a good time to buy, possibly with a January bounce.
Thanks Steve
Thanks Steve
Q: My question is about share compensation. My understanding is that, share compensation is recorded at fair market value at the time of issue. I wonder how many companies recorded higher costs for share compensation and lower GAAP profits, given last year's run up in valuations? Year over year the amounts seem out of whack for many companies.
Leo
Leo
Q: Hi Guys
What do you think of the management team spending like drunken Sailors on 250,000 square feet of office space in the knew splashy Welltower building in Toronto. Not only that, but when the stock was flying it exercised options to take on another 90,000 square feet.
Sounds like arrogant kids to me.
Thanks Gord
What do you think of the management team spending like drunken Sailors on 250,000 square feet of office space in the knew splashy Welltower building in Toronto. Not only that, but when the stock was flying it exercised options to take on another 90,000 square feet.
Sounds like arrogant kids to me.
Thanks Gord
Q: Can you provide your overview of Fundamentals for the Workplace Technology Dividend Fund. At current pricing level do you feel this is a relatively safe investment for Income and Growth over the next 2 to 3 years?
Thanks
Tim
Thanks
Tim
Q: Hello 5i
Could have your assessment of ACM Research please ?
Thank you
Dave
Could have your assessment of ACM Research please ?
Thank you
Dave
Q: Was happy to see DOCU's small rebound and the relatively positive report you gave them in your answer to a previous question.
My question is whether they really have a moat with their product or whether it can be reproduced by a bigger player like Microsoft.
Your answer will help to decide whether it's better to sell during this rebound or hope for a return to the heights it once enjoyed.
My question is whether they really have a moat with their product or whether it can be reproduced by a bigger player like Microsoft.
Your answer will help to decide whether it's better to sell during this rebound or hope for a return to the heights it once enjoyed.
Q: The Globe and Mail has an interesting piece on DND. Apparently the CEO has received share grants of over 9,000,000 shares in the last 3 years. These have a current market value of over $100,000,000. The market cap of the company is only $900,000,000. I see red flags, but Mr. Proud sees a parade. What do you think?
Q: What do you think of abnb right now?
Q: Good afternoon, could you comment on DOCUs last earnings? What are your thoughts about the company? There some things to like for sure if you feel it's turning the corner.
thx, Mark
thx, Mark
Q: I know these companies are in different sectors but we one do you prefer between TWLO and NVCR for the next 5 years
Q: I have a position in FOBI and am down quite a bit. I understand small caps are under a lot of pressure currently. Is there a worry that this company could go bankrupt? With a longer term outlook would you continue to hold it ?
Q: Interested in AMD and NDA . Do you think it likely that the October lows will hold for these and which would you prefer now? Thanks Jim
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Broadcom Inc. (AVGO)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Advanced Micro Devices Inc. (AMD)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: What would be your preferences in semi-conductor companies?
Thanks Lorraine
Thanks Lorraine
Q: Dear 5i,
ENGH and OTEX look pretty beat up.
I am considering purchasing a 1 to 2% TFSA position in one or both.
Do you think these are bargain prices? Do you have a preference
if one should purchase today? Can you please provide your reasons
for your preference. I expect to hold for at least 3 years but ideally
forever. thanks
ENGH and OTEX look pretty beat up.
I am considering purchasing a 1 to 2% TFSA position in one or both.
Do you think these are bargain prices? Do you have a preference
if one should purchase today? Can you please provide your reasons
for your preference. I expect to hold for at least 3 years but ideally
forever. thanks
Q: Can you please give me your thoughts on Constellation's deal in acquiring WideOrbit through the Lumine group. Do you think that this will be a positive for CSU shareholders? How will it affect current CSU shareholders and will there be a special dividend? Any information that you have would be appreciated. Thank You.
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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iShares Biotechnology ETF (IBB)
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INVESCO QQQ Trust (QQQ)
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Vanguard Information Technology ETF (VGT)
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iShares U.S. Healthcare ETF (IYH)
Q: Further to your response to Tom on Dec. 5th, could you recommend several ETFs that would be quality choices to represent emerging markets, healthcare and tech that would result in less overall volatility than purchasing individual stocks? Thanks.