Q: Please comment on the Open Text earnings report. What does the market not like about it?
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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 5i
Globe and Mail shows a "Canadian Insider" transferred in over 157 million shares of LMN, worth over $3.9 billion. When i saw that type of insider activity with Celsius it led to a few months of selling.
1) when big chunks of the company for example, LMN market cap is $9.6 billion, are "transferred in" does that usually portend an early investor is getting out/ moving on to next venture?
2) would such a large shareholder be CSU or the former CEO of Wideorbit or Titanium? I am wondering if those acquired company's CEOs plan to stay with LMN (corporate knowledge and development of business)- have there been any press releases in this regard?
TIA
Globe and Mail shows a "Canadian Insider" transferred in over 157 million shares of LMN, worth over $3.9 billion. When i saw that type of insider activity with Celsius it led to a few months of selling.
1) when big chunks of the company for example, LMN market cap is $9.6 billion, are "transferred in" does that usually portend an early investor is getting out/ moving on to next venture?
2) would such a large shareholder be CSU or the former CEO of Wideorbit or Titanium? I am wondering if those acquired company's CEOs plan to stay with LMN (corporate knowledge and development of business)- have there been any press releases in this regard?
TIA
Q: Hi, can i get an update/analysis on this stock please. Last inquiry was June 2023.
Does the recent quarter and forecast shed any positive developments?
You last indicated this is not a 'need to own' stock. Are you still of this opinion?
Is there something else in same HCM field that is better suited for an otherwise diversified portfolio?
Cheers,
Steve
Does the recent quarter and forecast shed any positive developments?
You last indicated this is not a 'need to own' stock. Are you still of this opinion?
Is there something else in same HCM field that is better suited for an otherwise diversified portfolio?
Cheers,
Steve
Q: Could you provide your comments on the first quarter results please.
Q: Your thoughts on the quarter please?
Thx
Thx
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $101.89)
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Constellation Software Inc. (CSU $2,631.56)
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Intact Financial Corporation (IFC $258.97)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.93)
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Lumine Group Inc. (LMN $23.00)
Q: For new TFSA money this year can you please recommend you're top 5 picks in the Balanced growth/income portfolio?
Q: What are your current thoughts on Sunrun? It seems to have support at the $10 level and with the talk of increasing power demand in the US renewable energy should be part of the solution.
Q: Thx for your answer earlier on results but I forgot to ask about your forward valuation and opinion on holding, and or buying more at a certain price level.
Q: Please opine on yesterday's results. It looks like a meet expectations release and sell-off for no reason. Thx.
Q: Hi. Would you please comment on SMCI's earnings. Thanks
Q: Please comment on earning. Thanks for your excellent service .
Q: Thoughts on Amazon's quarter?
Q: Hi, When is Lumine expected to report earnings and what are street estimates ? Thank You
Q: I have purchased a Bitcoin TEF in the past as a trade. I made money and got out. I do not have the understanding/trust in crypto to consider making a longer term or large Investment. I am aware that there are crypto assets, trading platforms and miners. However the concept seems to be based entirely on a level of trust which I do not have. This question is not about FOMO. I do not have a burning desire to invest here but to understand. I am not asking for deep dive but what is your approach to investing in the crypto market? Thanks for your help.
Mike
Mike
Q: Thnx for the excellent service 5i, what are your thoughts on both IOT and Sofi?
Q: what are your thoughts in terms of growth potential, as Infineon invest more in the semi conductor space. Would you recommend investing.
Q: There appears to a significant array companies and investment in Holography and its various applications. Can you provide any insight about its future, particularly as to applications that have serious business potential? Are there any investable public companies or IPO's at this point?
Thanks, Hugh
Thanks, Hugh
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Applied Materials Inc. (AMAT $394.26)
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Lam Research Corporation (LRCX $265.16)
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MKS Inc. (MKSI $269.00)
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ASML Holding N.V. (ASML $1,481.77)
Q: Greetings 5i,
LRCX reported recently. What are your thoughts on these numbers and the company in general? Who are thier main competitors? What will be the main drivers of growth for the next few quarters and are they positioned correctly to take advantage of any tailwinds from global AI demand expansion.
Cheers!
LRCX reported recently. What are your thoughts on these numbers and the company in general? Who are thier main competitors? What will be the main drivers of growth for the next few quarters and are they positioned correctly to take advantage of any tailwinds from global AI demand expansion.
Cheers!
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Super Micro Computer Inc. (SMCI $27.29)
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Vertiv Holdings LLC Class A (VRT $301.16)
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Astera Labs Inc. (ALAB $172.09)
Q: Would I be correct in saying that your recent answers are showing a preference for VRT rather than SMCI or ALAB? Can you rate each of the three on a scale of 1 to 10 (10 being a strong buy) and at what level you would buy each? Also, if you have in fact shifted slightly away from SMCI and to VRT as a fav, what makes it more desirable?
Q: What does the market expect from Topicus this week?
Thx
Thx