Q: Can you comment on Twilio's recent earnings and what you think of this stock for the long term(10 years), the market their in, insider ownership, management and big clients that they serve. 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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Alphabet Inc. (GOOG $342.32)
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NVIDIA Corporation (NVDA $208.27)
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Booking Holdings Inc. (BKNG $180.25)
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Fortinet Inc. (FTNT $84.34)
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Palo Alto Networks Inc. (PANW $178.54)
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Zscaler Inc. (ZS $135.50)
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CrowdStrike Holdings Inc. (CRWD $448.13)
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Cloudflare Inc. Class A (NET $207.07)
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Datadog Inc. (DDOG $129.48)
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Duolingo Inc. (DUOL $103.45)
Q: If one was to sell FTNT for a profit, can you name 5 other long-term names to replace with in the same sector as well as others and rank in terms of management and growth potential?
Q: Hi,
I own NET and I am up over 20%. Would it be a good idea to sell and buy CRWD?
Thanks. Alnoor
I own NET and I am up over 20%. Would it be a good idea to sell and buy CRWD?
Thanks. Alnoor
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The Trade Desk Inc. (TTD $23.97)
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Perion Network Ltd (PERI $10.27)
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illumin Holdings Inc. (ILLM $0.90)
Q: What is your outlook for Illumin going forward, what do you think of the recent earnings. I seem to remember that you guys liked this stock before but if and when things pick up for this company will you guys like it for all the same reasons. How do they stack up against competition in the same market?Can you comment on insider ownership, any notable financial ratios (good or bad) and the overall management please. Thank you.
Q: Is the high debt load consuming this company's cash? What is the cash burn rate as you see it and what are the payments on the debt currently? Thanks.
Q: What would be a good entry point for DCBO?
Q: Your comments please regarding Altus Group Ltd.
Thanks.
Thanks.
Q: ARM What do you think of this co. at this valuation and its growth prospects for the next 10 yrs?
Q: Hi 5i,
Thanks for your very useful/helpful answer to my recent question about TSAT. Now I'd like to ask a similar question about MDA:
Could you dive into MDA's recent quarter and provide your opinion in general, and also specifically regarding whether you think anything useful is revealed about the financial aspects of the nascent Telesat/MDA/Spacex arrangement associated with MDA's contract to build LEO satellites for TSAT, and also the benefit to MDA of other irons it has in the fire (e.g. Chorus).
Thanks! Peter
Thanks for your very useful/helpful answer to my recent question about TSAT. Now I'd like to ask a similar question about MDA:
Could you dive into MDA's recent quarter and provide your opinion in general, and also specifically regarding whether you think anything useful is revealed about the financial aspects of the nascent Telesat/MDA/Spacex arrangement associated with MDA's contract to build LEO satellites for TSAT, and also the benefit to MDA of other irons it has in the fire (e.g. Chorus).
Thanks! Peter
Q: Looks to have had a good quarter. Thoughts on the quarter and outlook?
Q: The company seems stable, however as btc prices have risen, this and other bitcoin miners have struggled to keep pace.
Is there something I am missing in the financials?
Thanks
Is there something I am missing in the financials?
Thanks
Q: Comments on latest earnings?
Q: Dont hear a lot about this company. What are your thoughts going forward
Buy Sell or Hold
Buy Sell or Hold
Q: hello 5i:
have a small position in ATS and have read the comment on their quarterly results. I am much more interested in what management had to say about going forward. Was there anything in the conference call (did they have one?) that we, as investors, should be hearing? I do want to increase to a full position but need a little more clarity on their vision and outlook.
thanks
Paul L
have a small position in ATS and have read the comment on their quarterly results. I am much more interested in what management had to say about going forward. Was there anything in the conference call (did they have one?) that we, as investors, should be hearing? I do want to increase to a full position but need a little more clarity on their vision and outlook.
thanks
Paul L
Q: Can you please comment on the latest quarter and your outlook for this company? Is it a long term hold considering the increasingly good quarters?
Q: Based on your response to Leo on Nov 3rd, would you sell FTNT now?
Q: Please comment on the worth of this company, and what does the future look like.
Q: Hi,
I am looking for companies that have a short term potential for a pop in price.
What is your assessment of the quarterly report from Fastly? Is it buyable at this point?
Thank you for your opinion in advance.
Regards.
Rajiv
I am looking for companies that have a short term potential for a pop in price.
What is your assessment of the quarterly report from Fastly? Is it buyable at this point?
Thank you for your opinion in advance.
Regards.
Rajiv
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Constellation Software Inc. (CSU $2,410.80)
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Topicus.com Inc. (TOI $96.01)
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Lumine Group Inc. (LMN $20.14)
Q: Hi 5i,
Mother or kids?, If you have to pick one for all the good reasons, which one would it be ?
thanks
Mother or kids?, If you have to pick one for all the good reasons, which one would it be ?
thanks
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $171.88)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
Q: Hi Everyone!!
I have made some profit with Shop and was thinking of skimming a little off and buying some Galaxy. I know...we are comparing apples to oranges. Do you think that Galaxy has some good growth potential ahead of it to make this move worthwhile?
Cheers and Thanks,
Tamara
I have made some profit with Shop and was thinking of skimming a little off and buying some Galaxy. I know...we are comparing apples to oranges. Do you think that Galaxy has some good growth potential ahead of it to make this move worthwhile?
Cheers and Thanks,
Tamara