Investment Q&A

Q: Hi, Could you comment on this acquisition/carve out deal by Lumine group. Thanks

" 08:44 AM EST, 12/20/2023 (MT Newswires) -- Lumine Group Inc. (LMN.TO), a global buy-and-hold forever acquirer of communications and media software businesses, said Wednesday that, through one of its wholly-owned subsidiaries, it has signed a definitive agreement to buy the Device Management and Service Management Platform businesses from Nokia (NYSE: NOK) for 185 million euros ($270.3 million).

According to a statement, this will mark Lumine Group's second carve-out transaction with the Finnish multinational giant.

After the deal, Lumine Group will restore the Motive brand as the new corporate entity for the Device Management and Service Management Platform services as a stand-alone business unit within Lumine Group.

The total purchase price includes a contingent consideration of up to 35 million euros based on the performance of the business during the first year after close.

The deal is expected to close in the first quarter of 2024."

Thank You

Q: Hi 5i, I believe Microsoft and Google are going to start designing their own AI chips? And maybe sell them as well. Is this going to affect Nvidia’s business?

Q: What are your thoughts on Quis as a micro cap growth opportunity. Desjardins Securities mentioned Quis as a higher risk pick.

Thank you.

David

Q: Hi, Shopify rally, this year has been remarkable this year, and stock continues to have a strong momentum, despite recent downgrades from many US brokerages. Canadian analyst community, though, continue to have a more positive bias.

Stock is up almost 200% from its October 2022 lows. Do you think, it's mostly short covering or company has strong fundamentals for the stock to regain its highs of $200, in due course ?

Why, in your view, are so many US analysts, lukewarm on Shopify ?

Thank You

Q: What are your short term and long term thoughts on Adobe after the Figma fell through

Q: Docebo is exercising a share buyback offer to shareholders of U$55 a share plus a Deemed Dividend of approx. C$10.60. It finished trading today at C$69.28. Do you believe that if I hold the shares for 2 more years, the SP will exceed that offer?

Carl

Q: I am considering initiating a position in one of these 2 companies; can you please provide your outlook for each and indicate which you would choose, if you were me. A couple of specific questions - I currently own CSU, is there much overlap with CTSH? Also, in an answer over a year ago you suggested the P/E for CCOI was very high, at 70, but recent company reports put it 3 to 4....can you explain what is involved with the 70 v. the 3 - 4? Also, in that answer you referred to very high debt to cash flow....is that still a concern? thanks much

Q: Hello 5i Research
If you had to pick just one of these stocks which one would you choose and why?
I know that it is like comparing apples and oranges.
Thanks

Q: I have room for one Cyber security stock. Can you compare PANW to CRWD for growth.

Q: Good morning, Over a one year short period of time, which of these two companies do you think has more potential, Docebo or Shopify, thanks? Disregarding the risk level.

Q: I was interested in your reply to Ronnie today (14th) on U.S. growth suggestions. As individual securities you suggested IBKR, LPLA, CELH, CROX, DUOL. If I was to add HEI, ADI and ULTA to that list could you rank all 8 for say 5 yr pure growth potential and then re-rank if one was seeking a balance of both growth and safety? Thank you.

Q: Would you prefer KXS of DCBO today for a long term hold?

Q: If buying today for a 5-year hold, which would you pick and why?

Q: Hi Folks,
I have room for one more Tech stock in my non registered account. I am interested in FICO and NVDA. In your opinion, which one would be the better buy at this time and why?
Thanks

Q: what are 3 key current metrics that you use to evaluate SMCI? and how do they compare for the over the last 5 years thanks Richard

Q: Thoughts on INDI as an emerging semiconductor stock

Q: Can you please comment on the earnings report .Is the company a buy, hold or sell? Thanks

Q: I hold the 3 following positions : SHOP (3%), LSPD (1.5%) with a 30%loss and NVEI (1%) with a 65% loss.
I want to clean a bit my portfolio, and clear at least one of NVEI or LSPD.
In which one would you prefer to consolidate? Would you even consider consolidate all in Shop or there’s a good case for keeping NVEI or LSPD?

Thank you!

Q: There has been so much price increase , I wonder if there is any insider buying or selling in the last 3 months ? Does the increased stake in Klaviyo poses any significance ? Thanks a lot.

Q: KXS is down $30 over the last 3 years and I am trying to understand why. The economy seems to need the solutions the company sells yet shareholder results are lacking. Are they asking to much for the product, are they losing sales, are they paying themselves to much or does the market just not have faith in the company?

Thank you for your thoughts on KXS.