Investment Q&A

Q: Although I don't have a question I thought it very interesting that the CEO bought a considerable amount of DSG stock recently.

President & Chief Operating Officer John Scott Pagan bought stocks of The Descartes Systems Group (DSGX) for C$3,252,281.

Sheldon

Q: Can you please comment on the breaking news after hours of the Roku cash deposits at SVB, particularly those that may be uninsured and what this means for Roku going forward. Please provide any updated opinion on Roku as a result of this developing story.

Q: Hi, The Economist mentions in a recent article that ROKU reported that it held $487 million at SVB in a Mar 10th regulatory filing. I've sort of guessed that might be about 25% of ROKU's cash, based on number of outstanding shares and cash held per share listed on Finviz.com. Would that be a fair assumption? If so, what effect do you see this having on ROKU's share prices in the next while? I'm expecting to see them drop once the news gets out, but do not know how this might affect their overall business fundamentally or longer term. Can they withstand such a hit, if it comes down to a write off? I've listed this question as private, thinking I don't wish to add to market fears - but if you feel it would serve the 5i community best as a public question, feel free to open it up.
With continued appreciation for your sage advice, I look forward to your thoughts on this.
Dawn

Q: I've owned Infosys ltd for some time. It seems to be going backwards . Any comments. Thanks.

Q: What is your take on earnings released today?

Q: hi, I think you mis-read my question. I own CRWD already. and also you did not comment on BABA. could you please add a follow up... thx

Q: Some people I know have recommended buying BILL. Do you have any comments on this company. Buy, sell or hold-- or just not buy.

Q: your thoughts on Evertz and the planned takeover of Hai?
Would you buy ET here and is its dividend safe?
I always thought ET would be a takeover candidate itself,is this still the case.
What is the insiders position in ET and have they been buying lately?

Q: Good Morning
Artificial intellegence now seems to be next at the top of the agenda so for investment purposes are you able to make a 3 suggestions for investing?
What are your thoughts on AI is this the next big thing or is their already to much HYPE?
Thks
Marse

Q: You show 4 different symbols for this company, which symbol & Canadian symbol is best to buy?

What is your opinion of management and what percentage do insiders own?

Thank you.

Q: Please comments on Nvei earnings, would you average down?

Q: hi, I hold the above in my USD account. I was thinking of trimming NVDA now and see if there is a pullback to repurchase, over the next few weeks/months. MMM not doing much, and you mention not much growth. dividend is nice, but I don't need it. do you think trimming or selling MMM and adding to any of above (?BABA, down again). or do you have any other ideas for the USD account ( growthy, but low-low mid risk). thx, chris

Q: Appreciate your comments on latest quarter. Clayton

Q: My wife just started a tax free savings account. She recently bought ATZ and SHOP. Can you recommend a couple good Canadian stocks for her tax free? Also Is it fine to purchase US stocks in her Canadian account? Can you recommend a couple US stocks also.

Q: Dear 5i
What is your opinion of ALGM . Would you consider it a good investment and would it be one to consider in place of NVDA ?
Thanks
Bill C

Q: Hi, can you explain why Descarte Sytems is doing so much better than other Tech stocks in the last year or so? In other words what are they doing differently than similar Tech stocks in Canada, thanks?

Q: Crowd reported what appears to be good results in their latest quarter, although the losses increased. I would appreciate your comments.

Q: I need to trim my technology exposure. Can you please rank CSU, GOOG and KXS for a one to two year period, and advise what percentage of a portfolio you would allocate to technology at this time?

Q: Nvidia has had a nice run in 2023, but price targets are all over the map $175-350. What are your thoughts on buy/sell/hold NVDA (if a full 5% position in one's portfolio)? Does the AI opportunity justify the valuation?

Q: which small and midcap robotic companies stand out for future growth

Tx Dick