Investment Q&A

• Veeva Systems Inc. Class A (VEEV)
  • View VEEV Profile
  • View Questions on VEEV

Q: Question about Veeva Systems.

From prior responses, it aligned with right now having a high valuation even after the past years negative performance. Is this a good entry point? This has been on my watchlist for years now and each time I look at it, the valuation is too expensive. But with the recent drop is this a good entry point or do you think the market is signalling that growth is slowing down?

Upvote 0

Read Answer Asked by Eugene on December 07, 2022

• Amazon.com Inc. (AMZN)
  • View AMZN Profile
  • View Questions on AMZN
• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

Q: Hello dear 5i,

I have a question that may seem silly. Here it is. When you talk about Shopify, you often talk about duopoly, but I can't find with whom they are, even by searching assiduously on the net.

thanks

Upvote 0

Read Answer Asked by Charles on December 07, 2022

• SoFi Technologies Inc. (SOFI)
  • View SOFI Profile
  • View Questions on SOFI

Q: What is your latest analysis for the prospects of this company?

Thanks

Thomas

Upvote 0

Read Answer Asked by Thomas on December 06, 2022

• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• BlackBerry Limited (BB)
  • View BB Profile
  • View Questions on BB
• Sierra Wireless Inc. (SW)
  • View SW Profile
  • View Questions on SW
• Docebo Inc. (DCBO)
  • View DCBO Profile
  • View Questions on DCBO
  • View Reports on DCBO

Q: Can you please name your favourite single stocks in Canada that are in the really future-oriented disruptive tech sectors (AI, quantum, 5G, genomics, others)?

Upvote 1

Read Answer Asked by Chris on December 06, 2022

• ChargePoint Holdings Inc. (CHPT)
  • View CHPT Profile
  • View Questions on CHPT

Q: Can you offer your analysis of their recent Q3 results? Market didn't seem to like them. And do you think this is the time to buy more stock in this company with EV's increasing worldwide? Would a 3 year old be the minimum to invest? Please take as many credits as necessary. Thanks for your expert opinion.

Upvote 0

Read Answer Asked by Dr Lorraine on December 06, 2022

• Converge Technology Solutions Corp. (CTS)
  • View CTS Profile
  • View Questions on CTS

Q: What do you think the most likely outcome is here for Converge? Someone buying it?

Upvote 0

Read Answer Asked by Michael on December 06, 2022

• BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ)
  • View ZQQ Profile
  • View Questions on ZQQ

Q: Would you buy ZQQ:CA into year end..Think tax loss selling will put a damper on Santa's rally

Upvote 0

Read Answer Asked by Gilles on December 05, 2022

• Kinaxis Inc. (KXS)
  • View KXS Profile
  • View Questions on KXS
  • View Reports on KXS
• TECSYS Inc. (TCS)
  • View TCS Profile
  • View Questions on TCS
  • View Reports on TCS

Q: Hello Peter,
Could you please comment on Tecsys results? The stock is in the dumps which is surprising as the company is in supply chain area which is a good place to be, and the results did not seem that bad. Does it compete with Kinaxis? Thanks very much

Upvote 0

Read Answer Asked by umedali on December 05, 2022

• Salesforce Inc. (CRM)
  • View CRM Profile
  • View Questions on CRM

Q: Pls comment on CRM's earnings. Is it a good entry point now for a long term investment? Thanks!

Upvote 0

Read Answer Asked by David on December 05, 2022

• Amplify Cybersecurity ETF (HACK)
  • View HACK Profile
  • View Questions on HACK
• Palo Alto Networks Inc. (PANW)
  • View PANW Profile
  • View Questions on PANW
• CrowdStrike Holdings Inc. (CRWD)
  • View CRWD Profile
  • View Questions on CRWD

Q: Hi 5I staff

I have been mostly absent from the tech space for some time but do have small positions in TOI and GOOGL. I am looking at the cyber security ETF space or one or two stocks to consider adding. What would your recommendations be in this investment area
TIA

PL

Upvote 0

Read Answer Asked by Peter on December 05, 2022

• Sylogist Ltd. (SYZ)
  • View SYZ Profile
  • View Questions on SYZ
  • View Reports on SYZ

Q: $5.80 +11.54% on Dec 2 .Any reason,or purchase after recent big drop, or buying after finish of tax loss selling. Txs for u usual great views & services

Upvote 0

Read Answer Asked by Peter on December 05, 2022

• SolarEdge Technologies Inc. (SEDG)
  • View SEDG Profile
  • View Questions on SEDG

Q: After around 3 years holding I find myself at breakeven again, been mostly underwater on this company. Do you guess recent momentum will continue?

Upvote 0

Read Answer Asked by Charles on December 02, 2022

• Booz Allen Hamilton Holding Corporation (BAH)
  • View BAH Profile
  • View Questions on BAH
• Palantir Technologies Inc. (PLTR)
  • View PLTR Profile
  • View Questions on PLTR

Q: Would you please suggest a good proxy for PLTR, medium risk for a 3 year hold
thanks
Fernando

Upvote 0

Read Answer Asked by Fernando on December 02, 2022

• Marvell Technology Inc. (MRVL)
  • View MRVL Profile
  • View Questions on MRVL

Q: After today's poor earnings call, is it time to move on from Marvell and perhaps re-visit sometime next year? Or hold on for better times - macro environment. This is held in a taxable account.

Upvote 0

Read Answer Asked by Maureen on December 02, 2022

• Topicus.com Inc. (TOI)
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

Q: Hello 5i Team
Was there any news that has contributed to the resent price appreciation in Toi .Do you think it is a good time to add to the position .
Thanks

Upvote 0

Read Answer Asked by claudio on December 02, 2022

• SentinelOne Inc. Class A (S)
  • View S Profile
  • View Questions on S
• CrowdStrike Holdings Inc. (CRWD)
  • View CRWD Profile
  • View Questions on CRWD

Q: I hold both companies for cybersecurity, both bought at higher valuations. Looking for direction going forward and over the long term. A 1.76% position in CRWD is at a 43% loss while a 0.86% position in S is at a 62% loss. Both are held in a margin account. Is it best to hold, sell or reduce?

Upvote 0

Read Answer Asked by Maureen on December 01, 2022

• Palo Alto Networks Inc. (PANW)
  • View PANW Profile
  • View Questions on PANW
• CrowdStrike Holdings Inc. (CRWD)
  • View CRWD Profile
  • View Questions on CRWD

Q: Would you have a proxy for CRWD? Would you buy it back in 30 days or would you recommend another stock with similar upside potential?

Thanks for your service?

Upvote 0

Read Answer Asked by Ozzie on December 01, 2022

• Magnet Forensics Inc. Subordinate voting shares (MAGT)
  • View MAGT Profile
  • View Questions on MAGT

Q: Noticed that magnet share volume and price have been increasing significantly in the last 30 days; quarter was ok and future looks promising but perhaps a little ahead of itself; any thoughts?

Upvote 0

Read Answer Asked by don on December 01, 2022

• Apple Inc. (AAPL)
  • View AAPL Profile
  • View Questions on AAPL
• Amazon.com Inc. (AMZN)
  • View AMZN Profile
  • View Questions on AMZN
• Alphabet Inc. (GOOG)
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT)
  • View MSFT Profile
  • View Questions on MSFT
• Netflix Inc. (NFLX)
  • View NFLX Profile
  • View Questions on NFLX
• Evolve FANGMA Index ETF (TECH)
  • View TECH Profile
  • View Questions on TECH

Q: What is the best ETF to obtain the highest possible exposure to MSFT. GOOG. AMZN. NTFX and what are the respective portfolio percentages for each company held in this ETF? thanks Richard

Upvote 0

Read Answer Asked by richard on December 01, 2022

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
  • View LSPD Profile
  • View Questions on LSPD
  • View Reports on LSPD

Q: Hello 5i team,

There was an extremely large volume of transactions for lightspeed today. Do you know if there is anything material that happened or was it simply news of a slow down in interest rate hikes in the states?

Andrew

Upvote 0

Read Answer Asked by Andrew on December 01, 2022