Q: Hi 5I, I currently own Topicus,Lspd and Shop. Down on all 3 and am considering taking a loss on 1. Any preference on which one? Am thinking of replacing one of the 3 with NVEI. Thoughts and if your wouldn’t mind ranking. Thanks
Q: Can you please comment on NVDA latest earnings released yesterday. Was there anything of particular interest to note from the call this morning (either good or bad)?
Q: Probably not the only question on this, but what's your take on OpenText's plan to acquire Micro Focus International plc in a deal valued at $6 billion. Do you see true synergies?
Q: Can I please have your thoughts and opinion on Keysight's recently announced eaenings. I thought that they were good. Your overall thoughts on the company please.
Q: I am trying to compare valuation metrics on these two companies. With ASML we have RoE of 57%, P/E of 36, price to sales of 9.7
With MKSI we have RoE of 19.3%, P/E of 10.9, price to sales of 2.3
With these wildly different ratios can you help with comparisons. What numbers would you suggest for evaluation these two companies... which one holds the best reward for an investor?
Looking for performing stocks with strong growth potential, and reasonable risks. What is your present evaluation of the followings: TH-Q, NEX-N, PGY-Q and ASML-Q ? Would you buy it now ? If not, what would be your favorite in the same sector ?
Q: Hello 5I,
I am down 45% on apps. Just wondering if I should hold on because it is cheap and it could recover and put me back positive? Or sell and move on? If move on what would be a alternatives with similar upside etc?
Thanks
Q: So it seems like the investors that drove the stock to the highs are no longer around to invest in this company now that it has lost 75%. Is this stock just for gamblers and not for the average investor?
Thanks again.
Q: I have a quarter position in OTEX in a TFSA. I'm interested in Companies that pay Dividends and I find it challenging to find Tech Co's which fit that category, so I'm not sure whether to keep it, buy more or sell it. You had taken it out of your balanced portfolio, so wondering how you consider it. Does it still have some growth potential, so worth the lower Dividend? (I prefer Co's that have a 3-4% Div). I already have 1/2 positions in SYZ and CSCO. If you think it should be replaced, what other Dividend Tech Co's do you like? Thanks.
Q: Can you provide me with an artificial intelligence ETF both canadian and US.
Also what large and small capstocks are at the forefront of this new trend.
Sort of like Microsoft, intel and Cisco in their infancy.
Q: I'd appreciate your in depth analysis of what you thought or QUIS' earnings announcement. Based on your previous comments would this stock represent a great time to buy and where do you see this going long term. Thank you and enjoy the weekend.