Investment Q&A

Q: Can I please get your thoughts on the recent press release?

Vecima Networks Inc. (the "Company" or "Vecima") (TSX: VCM) today announced that it has entered into a warrant agreement with Charter Communications Holding Company, LLC ("Charter").

The warrants issued as part of the agreement provide Charter with the opportunity to purchase an aggregate of up to 361,050 common shares in the capital of Vecima at an exercise price equal to C$17.09 per warrant (the "Warrants") until January 1, 2031. The Warrants are subject to vesting conditions based on the achievement of significant multi-year spending targets by Charter.

Q: Regarding Peter's great question on Telesat and MDA, I too have been looking further into these companies and did not see a response regarding Lightspeed and potential revenue. All I have found so far is:
"Telesat Lightspeed has the potential to transform global satellite and terrestrial communications industries, dramatically increasing the Company’s addressable market from approximately US$18 billion to approximately US$365 billion and significantly expanding its growth potential."
** from the companies Prospectus November 16 2021
and from https://spacenews.com/telesats-leo-constellation-fully-funded-after-manufacturer-switch/
"Telesat is targeting a 30% return on investment from Lightspeed, which is seeking a slice of an enterprise and government connectivity market the company estimates would be worth about 200 billion dollars around 2025."
"Telesat expects the total cost for 156 satellites to be around $3.5 billion, when factoring in launches and other expenses, including the ground systems and user terminal technology that would also be used for the 42 follow-on satellites."

Q: Hi Peter/Ryan I received 3 RTS Constellation Software Inc. 9/29/23 in my account. What are these and what do I do with them. Thanks, Nick

Q: Wondering whether you/we as a DYI, can find out if there any acquisitions going on in the above or any companies really during any quarter or do you have to wait until the next quarterly or possibly annual report?
Thanks
Jeff

Q: Hi - do you have any comments on DELL's prospects from the perspective of making an investment.

Q: What is happening with DND this morning - down 20%

Many thanks,

Marie

Q: I am considering the above companies. Are there any that you would not purchase at this time. Would you kindly order them in terms of quality and potential growth.

Q: Hi 5i,
Thanks for the great work. Can I ask your opinion on Tiny in the small cap space (https://www.tiny.com/)? Recently I've seen a number of articles highlighting the business as a Warren Buffet/Berkshire approach for 2023 with a focus on tech and software.

Thank you in advance!

Q: Any recent thoughts on Amphenol?

Q: If you had to choose between CRM and NVDA, which one would it be?

Q: What is your opinion of this company now, after the stock sold off on Sept. 6 and 7? Would it be a buy now once it settles.

Q: What do you think of SPOT? I own some and thinking about selling due to their low margins, thoughts? I do love the product and is an extremely sticky product once people are a user.

Q: Good morning, I hope you and the office are enjoying the last full week of summer. I would like your 30+ years of insight on this "largest monopoly trial in modern era" with the DOJ and Google. Is this something to be concerned about? Haven't we been here before ?

Thanks

Q: Am looking at adding some QQQ (or similar) in my TFSA but am wondering if now is the best time. Also, I am not as familiar with Invesco and usually go with iShares. They have XQQ but it is in Canadian dollars and hedged. Would IYW be similar to QQQ? Are you quite comfortable with QQQ? Would you be able to suggest an entry price for whichever one you recommend? Thank you.

Q: Hi 5I
Thoughts on QCOM and its recent negative momentum please.

Q: With the drop in price today of over 7 percent would you think it is an ok time to purchase some shares?

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.

Q: Blackberry Ltd. Certainly not doing well and big drop on earnings. Is there a speculative opportunity here? Or is there a long term investment oportunity.
Thanks
John

Q: What are your thoughts on engh latest quarter?

Thks
Marcel

Q: Thanks to 5i I have owned SHOP since 60$, it is now 12% of my portfolio, I know you still like the company but would like your thoughts of what it should be trimmed to, the 6-8% range? I did trim back a few years ago but its still in the 12% range.

Thank you
A.