Q: CTS seems to have settled below $5 on the news of a strategic review. CIBC comments that it will likely be some kind of private equity buyer. Do you think it is attractive to jump in below $5 here to play the acquisition? Thanks.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Salesforce Inc. (CRM)
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ServiceNow Inc. (NOW)
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Palo Alto Networks Inc. (PANW)
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Wisdom Tree Cloud Computing Fund (WCLD)
Q: Which would you buy now? Thanks
Q: Peter; Just a question - is the announcement yesterday re the strategic review considered a “ material event”? I happened to see an insider bought 40,000 shares yesterday . Thanks
Rod
Rod
Q: With this nice pop, would you move on?
Q: You mentioned in a recent answer that you did not like the price action on CTS. Does the strategic review change anything ? I am up about 10% on my holdings (recent purchase) and happy to cash out and take the money and run ...it's been a brutal year !!!! My cost base is $ 4.45 and shares are now at $ 4.91. Or would you recommend holding until we get more clarity into the review ??
Q: Appreciate the updated report on this stock I've held for a long time on your recommendations.
I was struck at how different the gross profit and net profit margins were (62.25% : -0.46%) as stated in your latest report.
Has KXS addressed how they intend to improve their net profit margin?
Thx,
Cam
I was struck at how different the gross profit and net profit margins were (62.25% : -0.46%) as stated in your latest report.
Has KXS addressed how they intend to improve their net profit margin?
Thx,
Cam
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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Descartes Systems Group Inc. (The) (DSG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Converge Technology Solutions Corp. (CTS)
Q: My portfolio could use some more tech. Would you being buying now or would you be waiting? And which stocks would you be leaning to if buying right now? 3 CAD and 3 US stocks would be appreciated.
Thanks
Thanks
Q: Could you speculate what led to the strategic review CTS announced this evening, and what some of the more likely outcomes are? Thanks.
Q: Can you comment on the earnings and what do you think going forward?
Q: Hello Peter & team,
Why the big jump in STC today? And you're sentiments on the company moving forward please.
Thanks for all you do
gm
Why the big jump in STC today? And you're sentiments on the company moving forward please.
Thanks for all you do
gm
Q: What options would you consider, as a moderate risk-tolerant investor for maximum return on an unexpected $40K windfall? This would be for at least a 2-3 year period in a non-registered account. Interest-paying vehicles are not preferred. Please provide your preferred strategy, specific names, and reasons.
Thanks so much for the invaluable service provided by 5i.
Thanks so much for the invaluable service provided by 5i.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hi Team,
You now recommend selling Lspd . I am down 40% on the name. What stock should I then replace it with with the highest probability of getting my investment back? Would a switch into Shop be wise? Currently they seem to trade fairly equivalent. Thanks
You now recommend selling Lspd . I am down 40% on the name. What stock should I then replace it with with the highest probability of getting my investment back? Would a switch into Shop be wise? Currently they seem to trade fairly equivalent. Thanks
Q: There has been recent insider buying and alot previously at a higher price. Also they are buying back shares. Are these two reasons good enough to buy shares with some comfort.
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Broadcom Inc. (AVGO)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Advanced Micro Devices Inc. (AMD)
Q: What would be your current 4-5 top picks in the Semiconductor space?
Could you rank them please along with a brief justification?
Thank you very much
Could you rank them please along with a brief justification?
Thank you very much
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Sylogist Ltd. (SYZ)
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Enghouse Systems Limited (ENGH)
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Open Text Corporation (OTEX)
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The Trade Desk Inc. (TTD)
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Converge Technology Solutions Corp. (CTS)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Hi Peter and Staff
For new money with desire for 3 small positions amongst the above companies please pick your 3 picks for long term holds based on current entry price and future prospects.
Thanks for all you do
Dennis
For new money with desire for 3 small positions amongst the above companies please pick your 3 picks for long term holds based on current entry price and future prospects.
Thanks for all you do
Dennis
Q: Is DSG at risk of being disrupted by Flexport? Are they competitors and is there much overlap in their businesses?
Flexport is a private American multinational corporation that focuses on supply chain management and logistics, including freight forwarding and customs brokerage.
Thanks.
Flexport is a private American multinational corporation that focuses on supply chain management and logistics, including freight forwarding and customs brokerage.
Thanks.
Q: CTS .. what is happening ... why the large volume sell off . should i add or sell
Q: Hi, Hope you are able to provide your opinion on this company, after the CC and reviewing today's price action with about 20% drop on large volume. We have owned this stock for income for several years even with poor performance, lately, but liquidated half of our holding at the open today, with a small loss. ( at least capital loss can be harvested). Is there any rationale to continue to own the company, for Growth and if so, what is the level of your conviction with management's plan ? Thank You
Q: Could you please comment on their balance sheet and outlook?
Would you buy it today?
Thanks,
Milan
Would you buy it today?
Thanks,
Milan
Q: Hello 5i team,
Can I have your assessment of the earnings report and would you wait for a pullback to get into it if you so recommend?
Regards
Rajiv
Can I have your assessment of the earnings report and would you wait for a pullback to get into it if you so recommend?
Regards
Rajiv