Q: Greetings:
Your comment to summarize this company was, " A lot to like." I would like your comments concerning it's small size at 310.23 million. I bought some shares after I did my research, but would appreciate your thoughts. Also, what about CEO compensation, at over $1M? Also, a few days ago a member posed a question about where companies in the USA and Canada fit into the small, medium, and large cap categories. Would you please refer me to that question. I tried to retrieve it under miscellaneous, to no avail. Thanks, Ben.
Q: Many sharp upgrades and sharp downgrades for SHOP in recent days. What do you make of all the divergent views? I know 5i is in the upgrade camp. What do the 'downgrade' analysts see that bring them to their conclusion?
Q: Peter,
what would be your list of baby Mag 7 that have high probability of solid growth and show possibility of becoming the new Mag member? Do you see AMD as a potential contender?
Q: Good morning, I'm down on Lightspeed in my TFSA so no capital loss available but I'm wondering about swapping it out for Payfare. Thoughts?
Thanks, Rod
Q: Hello 5i,
On the topic of a recent question regarding quantum computing, could you provide a any names in this area? I thought IBM R&D was involved but not sure about any others.
Thanks
Q: Which sector will perform the best in 2024 ? Based on this answer , which fund should be purchased among the ones mentioned (or a fund representing another sector not mentioned in my question) ?
Q: May I have your thoughts on SNPS and their acquisition of ANSYS? Since some shares are being issued to finance the purchase should I wait to see if the stock declines before taking the plunge? The market seems to like the purchase as SNPS's shares went up instead of declining when the deal was announced. The stock price was fairly steady until 2016 when it began a steep climb up, what changed? Or was it us, the buyers, whose attitude to their business changed? Is their business model very similar to NVDA or in a different niche?
Any thoughts you have would be appreciated.
Regards,
Jim
Q: Could you comment on why you like NTNX? Is it likely to be proffitable soon? How does it manage to compete in the cloud computing sphere against Google, Microsoft (if those are its competitors)?
Thanks.
Q: What do you think about using the 20 DMA to determine a bid to start a new position? I don't have the time nor access to the data required to do a thorough analysis. Any other suggestions?
Q: Everyone, I have held CSU since $110, bought LMN in September of 2023 and do not own any TOI (yet). Specifically, discussing the three names only in my overall group of stocks, my plan is to own 50% in CSU and 25% of each LMN and TOI. Any comments on the strategy. Clayton
Q: Any idea why CSU and LMN have gone to the moon in the very recent past? I know CSU has a stellar history and story, but really.... Sure CSU fundamentals are great, but it is behaving like NVDA has in the past.
Q: I have read most of the recent Q&A on CSU, TOI AND LMN. I understand that they operate in different jurisdictions, have like minded management teams and are majority controlled by CSU. What I don’t understand is why the market loves CSU and LMN and doesn’t have that same love forTOI. What am I missing? Also, what is the probability that the recent run up in LMN stock price mimics the early run that TOI had, and then drops back and stays lower for several years.
Q: Greetings, I am thinking of selling ET and adding to OTEX to consolidate holdings in Canadian technology. How would you compare these companies in terms of their future runway for growth and current valuation? Do you think this is a wise move, or would you sell them both? Thank you.
Q: Could you please describe SPSC’s business model, competitive advantages or weaknesses? What are the key factors that would support a long term investment in SPSC? Would you be confident in their earnings forecast? Could SPSC be a takeover candidate?