Q: Can I please have your thoughts and comments on Keysight's recently announced earnings? Do you like this stock and would you recommend holding on? All comments would be appreciated. Thank You.
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: I'm confused by the forward P/E I'm seeing for CSU in the 31 range using earning estimates of about $67 versus the trailing P/E of 111. Earnings per share before non recurring items was $23 in 2018, $21 in 2019 and $28 in 2020. Should I have much confidence in the high earnings increase for 2022 and 2023?
- PayPal Holdings Inc. (PYPL)
- Sea Limited American Depositary Shares each representing one Class A (SE)
- Block Inc. Class A (SQ)
Q: Hello 5I.
Just wondering if there are any payment/fintech stocks out there that are actually cheap? I know many have had big falls? Please add names I missed. Thanks
Just wondering if there are any payment/fintech stocks out there that are actually cheap? I know many have had big falls? Please add names I missed. Thanks
Q: Hi 5i Team - According to my calculations Lightspeed has about $7 per share in cash. Could you confirm if this accurate. Since the stock is now in the mid-thirties is this a fairly high proportion of the price to have in cash. Has Lightspeed indicated how they might use their cash e.g. acquisitions, R&D, etc.
Secondly, with the restaurant business opening up again, shouldn't this be good for Lightspeed and is it being overlooked in today's share price.
Thirdly, what multiples would you use to value Lightspeed at a price in the 35 to 40 dollar range.
Thank you.
Secondly, with the restaurant business opening up again, shouldn't this be good for Lightspeed and is it being overlooked in today's share price.
Thirdly, what multiples would you use to value Lightspeed at a price in the 35 to 40 dollar range.
Thank you.
- Adobe Inc. (ADBE)
- Meta Platforms Inc. (META)
- Microsoft Corporation (MSFT)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Roku Inc. (ROKU)
- EPAM Systems Inc. (EPAM)
- CrowdStrike Holdings Inc. (CRWD)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Nuvei Corporation (NVEI)
Q: I'd like to start picking up some tech stocks and am looking for recommendations in Canada and the US. Currently thinking of the following:
US: EPAM, ADBE, MSFT, FB
CA: TOI, TIXT, SHOP and NUVEI
Do you like this list or are there changes you would make to my list?
US: EPAM, ADBE, MSFT, FB
CA: TOI, TIXT, SHOP and NUVEI
Do you like this list or are there changes you would make to my list?
Q: I'm thinking the drop in OTEX price is making it look attractive. The current P/E of 24 looks reasonable for this company but I'm seeing a range of forward P/E of 14 to 55 for OTEX. Are you aware of any concerns over future earnings? Do you consider
CSU:CA as more attractive for a 5 year hold?
CSU:CA as more attractive for a 5 year hold?
Q: Hi 5i Team - My question is both general and specific. When putting a value on a company the term multiple is often used. When talking about multiples could you explain what kinds of metrics this may involve, such as Price per Earnings, Price per Sales, Price per Cash Flow, etc. What multiples do you feel are the most useful in assessing the value of a company. Also what is the difference between cash flow and free cash flow.
The specific part of this question applies to SHOP. What are the most useful multiples to evaluate SHOP at today's price. Is it possible that it is now reasonably priced without the added bonus of expected growth (albeit slowing growth) Thank you.
The specific part of this question applies to SHOP. What are the most useful multiples to evaluate SHOP at today's price. Is it possible that it is now reasonably priced without the added bonus of expected growth (albeit slowing growth) Thank you.
Q: What is your opinion of the current value and future of this ETF?
Last summer the parent company announced they intended to roll the shares in to a larger company.
Would or could you recommend another ETF to hold for cybersecurity investing?
Last summer the parent company announced they intended to roll the shares in to a larger company.
Would or could you recommend another ETF to hold for cybersecurity investing?
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Sun Life Financial Inc. (SLF)
- WSP Global Inc. (WSP)
- Premium Brands Holdings Corporation (PBH)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Celsius Holdings Inc. (CELH)
Q: What would be your current top 5 buys in the US and Canada? Thanks
Q: I'm considering getting some HXQ after its fall related to incipient interest rate hakes. In your view is it too early for bottom fishing the NASDAQ?
Thanks
Thanks
Q: I have a position in my TFSA in MITK at a break even level. Would you continue to hold, or would you exchange it for a company with better growth potential in a similar sector. If so, could you suggest a couple of names. Thanks.
Q: Hi!
On Feb 17th, you were quite positive on Roku but today after terrible earnings you are not suggesting to add to positions. If this was a stock that was liked at 350 or higher, why is is not a screaming deal today? Has something fundamentally changed regarding this company and I would imagine that if you are recommending to a huge platform like this you have done the homework regarding this company that we lay people can't properly do. If you can please comment on the surprises you could not have anticipated it would be most appreciated. Thank you!
On Feb 17th, you were quite positive on Roku but today after terrible earnings you are not suggesting to add to positions. If this was a stock that was liked at 350 or higher, why is is not a screaming deal today? Has something fundamentally changed regarding this company and I would imagine that if you are recommending to a huge platform like this you have done the homework regarding this company that we lay people can't properly do. If you can please comment on the surprises you could not have anticipated it would be most appreciated. Thank you!
Q: What’s your thoughts on this company after it posted decent earnings results?
Thnx
Dave
Thnx
Dave
Q: Could you please comment on their results?
Would you add to existing position?
Thanks,
Milan
Would you add to existing position?
Thanks,
Milan
Q: Hi,
In a question in mid-Jan on several stocks, you had an exit on AYX. Does their earning’s report this week, which the market seems to like, change your views on this stock?
In a question in mid-Jan on several stocks, you had an exit on AYX. Does their earning’s report this week, which the market seems to like, change your views on this stock?
Q: I currently hold a 2% position in Unity (at breakeven) and I am considering adding to 3% or diversifying with a starting position in Roblox since it is struggling at the present time? It would be a 5-10 year hold.
Your thoughts would be appreciated.
Kevin
Your thoughts would be appreciated.
Kevin
Q: I have very limited tech exposure in my portfolio (AT, SYZ, LSPD & TIXT all less than 5% each) and I am interested in these 3 names due to recent tech down trend.
1) Can you provide your opinion on them and suggest which one of the three is cheapest in terms of valuation ?
2) which one would be your best pick of the three, and why?
3) Also pick and explain the second choice.
Growth investor with med-high risk appetite and looking at 5 to 10 year holding period.
Thank you
1) Can you provide your opinion on them and suggest which one of the three is cheapest in terms of valuation ?
2) which one would be your best pick of the three, and why?
3) Also pick and explain the second choice.
Growth investor with med-high risk appetite and looking at 5 to 10 year holding period.
Thank you
Q: Pltr got hammered 15.75% today after Q results.Please comment. In light of the above & market backdrop,I am thinking of selling and take my losses as there maybe more pain,& maybe replace it with Goog &/or Msft. Please provide u opinion.Txs for u usual great services & views.
Q: Hello 5I.
After MTTR missed earnings and tanked 20% do you think the potential etc has changed on this company? Is it a sell or change/?
Thanks
After MTTR missed earnings and tanked 20% do you think the potential etc has changed on this company? Is it a sell or change/?
Thanks
Q: Your comment on Matterport's latest earning. Thanks