skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi, could I have your updated opinion on CFLT please? I don't see recent questions on it - I have a small position and need to top up or sell. Could you possibly rank compared to DDOG, PATH, SNOW, APP
Read Answer Asked by Kel on March 20, 2024
Q: On the software security front, my opinion is that the general, PANW is slipping a bit and being reigned in by CRWD, NET, ZS. What is your opinion on these, and also S? Could you please rank for growth over the next 5 years?
Read Answer Asked by Kel on March 19, 2024
Q: Can I have your thoughts on RGTI and quantum computing in general. Thank-you.
Read Answer Asked by Alex on March 19, 2024
Q: In your opinion, which five(5) Canadian companies are best positioned to increase their net value because of Ai? Thank you!
Read Answer Asked by Pat on March 19, 2024
Q: Sorry for asking another tech ranking but I read a question about some of your best ideas currently and I want to mesh with my current holding. Can you please rank the above stocks for purchase/hold today?
Thank you
Read Answer Asked by Neil on March 18, 2024
Q: 1. Please let me know your thoughts on the best choices of Semi Conductor and Related Companies to own going forward...

2. What would be the Core Holdings going into this Ai moment +

3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...

4. How do you feel about the Valuations and Stock Price of the Current companies listed...

5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...

Thanks in advance,
M
Read Answer Asked by michael on March 18, 2024
Q: Hi 5i
In your opinion do you think there is a strategic nature to leaked news of a potential " acquiring " of Nuvie?

As you mentioned the stock had been falling for a week to around $29.5 canadian now up today up around 28%....
....However If this news would have leaked 2 weeks ago at sp of around $36 canadian i believe management would have a harder time convincing shareholder that a potential $30 US take over price is a great price....
Am I dreaming ? Can you provide some commentary....

Thx
Read Answer Asked by jim on March 18, 2024
Q: Hi 5i, and would welcome your review of the recent Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold and any competitive advantage that they may hold in the cybersecurity space. Thanks kindly.
Read Answer Asked by Michael on March 18, 2024
Q: Follow up on Bitcoin as an asset.
The price to mine a bitcoin has decreased over the years from about 37,000 dollars to 17,000 dollars. The total number of bitcoins to be mined is supposed to be restricted to a finite number which may be reached this year or next year.
Still the bitcoin value reaches rather extraorbitant values despite not having any asset to back up the value. It apparently may hide a bitcoin owner unless he or she declares its ownership . The legalized ETFs may be more open as to the ownership I presume.
Do you have any comments about the above issues?
I think 50% or more people who invest in bitcoin do not have idea that is a bitcoin.

Miroslaw
Read Answer Asked by Miroslaw on March 18, 2024
Q: Hi, Could you please share your thoughts on the recent performance of the stock. LMN stock made a high of $38, just before release of its quarter, but its price has been drifting lower since then, closing at $33 level, within a span of less than 10 days.

The results looked solid, but apparently, there seems to be some concern among investors related to an expense of $2,871 mln (FY 2023), related to the increase in fair value of the redeemable preferred/special shares and dividend payable. LMN also intends to issue new common shares on March 25, 2024 to satisfy
(1) mandatory conversion of the large block of preferred and special shares held by CSU/Others at a predetermined ratio
(2) payment of $87 mln of dividend on these shares and number of such common shares, to be based on average trading price of LMN for 60 days prior to March 25.

My understanding is that the loss related to “Increase in FMV of preferred shares” is only a “Book Loss” and will extinguish completely, with no effect on company profitability (Existing and Future) once the preferred shares are converted to LMN’s subordinate voting shares on March 25.

Thus, the only relevant factor here should be the impending issue of new common shares (How many and the final total o/s shares), which would result in increase of the share count, possibly impacting the Net Income and CFO per share and further elevating the PE ratio.

So, is the market concern justified or it’s more of a sentiment issue, which should resolve itself with more clarity over next few quarters?

Based on your assessment, do you believe that nothing has changed to its mini CSU profile? And if so, is it a good opportunity to take advantage of this uncertainty and to add LMN shares at current level ?

Thank You

Read Answer Asked by rajeev on March 18, 2024
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!