Q: What is your opinion on Sentinel's earnings? I already own CRWD, I'm thinking of starting a small position in S as well. What do you think? Better to own both, or just stick with CRWD, your favourite.
Q: Hi 5i Team, and would appreciate your analysis of the just posted results from SentinelOne. Also, do you see any endearing qualities or strengths to the business as a long term opportunity in the cybersecurity sector, and how would you rank it as a buy with respect to the larger well-known names in the sector. Thanks from an appreciative member.
Q: Seems like almost everyone thinks GOOG represents excellent value at current prices. Makes me wonder why it's not trading higher,
What is the bear case? -Earnings are a peak levels? Or is the risk, that it becomes a source of funds for other investments.
What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio
Q: You mentioned previously this is a hold and may not do much in the next year or two. Wouldn't this be dead money. Why not make it work somewhere else.
Q: In spite of a pretty good valuation, a not-so-bad quarter, and good potential Acuity Ads still continues to drift lower. A previous question on this company indicated that there might be some concern over management - that they were not too impressive. Could you provide your opinion on management and if they have what it takes to turn this company around over the next couple of years. Thanks.
Q: Hi,
I'm looking for 5 or so US companies who will recover very quickly once we hit bottom. My plan is to do a little gambling and buy long term calls.
Thanks for all the help over the years.
Jerry
Q: I have $35,000 CAD to invest in a non registered account. Can you suggest a couple of names worth looking at (US/Can)and why? I have a 7 year time horizon.
Thoughts on how you might deploy? Buy now, in thirds over the next few months or wait?
Q: Mid and Micro caps continue to be obliterated. How does this stack up against the Covid crash and 2008 crash? With EGLX, do you still like it future prospects? Does it have enough cash to survive?
Q: I'm trying to figure out why you were recommending Unity to your readers when it was most overvalued and now that it has fallen, you are less upbeat on the name. While hindsight is always 20-20, it seems to me that your views should have been reversed (discouraging readers from buying a stock that had popped up so much so quickly months ago but now perhaps being more interested in the name at this lower valuation). Do you feel that you were in error when you suggested this name as a pick? It was clearly too frothy over the last 6 months to one year when it was being recommended yet this did not factor into your comments it seems.
Q: I am not a crypto guy at all but cannot ignore the hype/craze. If I were to dip a toe in what would be a trustworthy (in relative terms) platform to get started with?
Q: Watching these two companies putting in new 52 week lows today. I know that the financial sector is out of favour but when I consider the growth rate of these two names I am wanting to purchase them. AFRM just stated it will exceed 3rd quarter and y/e outlooks. Could you give update and thoughts on these. Relative to growth are they expensive?
Q: In your response to Marco's question on March 11 you mentioned you felt there were better opportunities in the US. Could you mention your top choices. Thank you.
Q: Hi 5i
We don't have any Canadian tech companies but lots of AAPL, GOOGL and NVDA. With current pullback, SHOP and XIT are down a lot (70% and 40% off highs) but CSU only about 15%. Would you buy CSU or XIT?
Thanks,
Greg