Q: I have a small position in QCLN in my RRSP. It has dropped 35% since I bought it. I have some extra cash in that account and was wondering what you think of me adding to it. Do you like the fund overall? Is now a good time to add? The bulk of my RRSP is in an income fund, so I was hoping to add a bit of growth and was looking for something a bit different. 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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iShares S&P/TSX Capped Information Technology Index ETF (XIT $64.20)
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CI Tech Giants Covered Call ETF (TXF $22.70)
Q: Hi,
Given the unknowns and volatility of the market would you rather hold TXF or XIT in the next 5 years for a 2.5% position? I'm will represented with US tech but only have CSU in my CDN fund.
Given the unknowns and volatility of the market would you rather hold TXF or XIT in the next 5 years for a 2.5% position? I'm will represented with US tech but only have CSU in my CDN fund.
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Constellation Software Inc. (CSU $2,434.02)
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Topicus.com Inc. (TOI $94.72)
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Lumine Group Inc. (LMN $20.00)
Q: Follow up question to the question asked today about equal weighting in the 3 noted companies.
What %age of the shares outstanding for TOI and LMN does CSU own?
Are these two companies now out on their own wrt CSU or is CSU looking out for or helping them along in any way?
If so would they not sell any shares to raise capital and hence look elsewhere if needed?
Thanks
Jeff
What %age of the shares outstanding for TOI and LMN does CSU own?
Are these two companies now out on their own wrt CSU or is CSU looking out for or helping them along in any way?
If so would they not sell any shares to raise capital and hence look elsewhere if needed?
Thanks
Jeff
Q: Your comments on the latest quarterly results please. Is it still worthy to hold ?
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Amazon.com Inc. (AMZN $210.32)
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Meta Platforms Inc. (META $661.46)
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Alphabet Inc. (GOOG $323.10)
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NVIDIA Corporation (NVDA $185.41)
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Super Micro Computer Inc. (SMCI $34.38)
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C3.ai Inc. Class A (AI $11.65)
Q: I would like to invest in some AI stocks. Could you give me a list of a few AI stocks that you would recommend at this time.
Thanks for your usual help. Shirley
Thanks for your usual help. Shirley
Q: TEAM Down for a long time.
Sell and replace with?
Sell and replace with?
Q: Hello 5i
SYM symbiotic This company is rocketing upward.
Could I have your take on it? Is it investable or too many concerns?
Thanks
Dave
SYM symbiotic This company is rocketing upward.
Could I have your take on it? Is it investable or too many concerns?
Thanks
Dave
Q: : OF THESE THREE TICKERS IN THE TECHNOLOGY SECTOR WOULD ANY OF THEM LOOK MORE ATTRACTIVE THAN THE OTHER IF THERE IS A FED PAUSE NEXT WEEK? Thanks, Lesley
Q: I am missing something from your recent commentary on SentinelOne earnings. My take from the summary of their published earnings and prospects for '24 is that they took a huge hit in non GAAP operating earnings margins, which are expected to decline further though more modestly in '24, as well as a major reduction in growth rates in comparison to their growth rate for '23. Is this correct? The price hit for their equity is substantial.
Q: what is to like about Peri?and what is the comparison to Apps?Would the advertising theme not be in trouble with an economic slow down?
How do you see the future of Peri and is this a good time to buy this stock?
How do you see the future of Peri and is this a good time to buy this stock?
Q: Good morning Team,
How much debt do you think Converge is taking on to fund the NCIB. Is there anyway that FCF is funding this?
What are your thoughts on not seeing Maine or Bernard jump in, put their money where their mouth is and buy?
Is it time to take the 55% loss and move on?
How much debt do you think Converge is taking on to fund the NCIB. Is there anyway that FCF is funding this?
What are your thoughts on not seeing Maine or Bernard jump in, put their money where their mouth is and buy?
Is it time to take the 55% loss and move on?
Q: Hi 5i Team,
I’m down on both APPS and LSPD and am wanting to sell one to raise capital.
Which one would you sell and which one keep and why?
Thanks for your sage advice during these rocky times.
Cheers
I’m down on both APPS and LSPD and am wanting to sell one to raise capital.
Which one would you sell and which one keep and why?
Thanks for your sage advice during these rocky times.
Cheers
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Intuitive Surgical Inc. (ISRG $488.15)
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Super Micro Computer Inc. (SMCI $34.38)
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Perion Network Ltd (PERI $8.64)
Q: Apart from Big Tech, are there any names (in and out of the tech sector) that 'should' be able to capitalize on the rise of AI in the near to medium term?
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Evertz Technologies Limited (ET $14.53)
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Absolute Software Corporation (ABST $15.20)
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Haivision Systems Inc. (HAI $8.40)
Q: what do you make of this deal between Hai and ET?how far is this deal done?
It called for ET buying Hai for $4.5 so there is still about 10% upside here.
Would this be an easy trade right now to buy Hai for $4 .If there is no takeover ,what would be the fair price be for Hai you think?
Are there insiders owning Hai and what are the positions.
Same as for ABST takeover.wouldn't it be good to buy ABST right now?or is it all too risky?Thanks
It called for ET buying Hai for $4.5 so there is still about 10% upside here.
Would this be an easy trade right now to buy Hai for $4 .If there is no takeover ,what would be the fair price be for Hai you think?
Are there insiders owning Hai and what are the positions.
Same as for ABST takeover.wouldn't it be good to buy ABST right now?or is it all too risky?Thanks
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Constellation Software Inc. (CSU $2,434.02)
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Descartes Systems Group Inc. (The) (DSG $91.25)
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Thomson Reuters Corporation (TRI $120.18)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
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Topicus.com Inc. (TOI $94.72)
Q: What would be your top Canadian tech picks to survive or thrive in a recession.
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Alphabet Inc. (GOOG $323.10)
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Intuitive Surgical Inc. (ISRG $488.15)
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Microsoft Corporation (MSFT $401.14)
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Booking Holdings Inc. (BKNG $4,457.17)
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Deere & Company (DE $583.11)
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Enbridge Inc. (ENB $68.74)
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Constellation Software Inc. (CSU $2,434.02)
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Pembina Pipeline Corporation (PPL $58.26)
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Keyera Corp. (KEY $49.17)
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WSP Global Inc. (WSP $265.84)
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BRP Inc. Subordinate Voting Shares (DOO $106.44)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
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Aritzia Inc. Subordinate Voting Shares (ATZ $112.56)
Q: Hello, with the current inflation scene, economy and interest rates, expectations of a pause by Federal Reserve and possibility of a soft landing, what sectors will be your favorites to invest/overweight today with a 5-10 years horizon ? And, in these sectors, what will be your best 3 picks, based on current valuation and future growth, in order, with suggested price levels to buy/add ?
Thank You
Thank You
Q: Hi
I'm down 50% on these two. I am thinking of selling and buying LMN with the proceeds. In 3 years would I be happy with that decision?
Carl
I'm down 50% on these two. I am thinking of selling and buying LMN with the proceeds. In 3 years would I be happy with that decision?
Carl
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Constellation Software Inc. (CSU $2,434.02)
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Topicus.com Inc. (TOI $94.72)
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Lumine Group Inc. (LMN $20.00)
Q: Hello 5i
As a long time holder of CSU I'm wondering about what % of CSU TOI and LMN one might own. Without giving me specific guidance can you comment on the pros and cons of an equal weighting of each (ei 33% of each).
Thanks
Dave
As a long time holder of CSU I'm wondering about what % of CSU TOI and LMN one might own. Without giving me specific guidance can you comment on the pros and cons of an equal weighting of each (ei 33% of each).
Thanks
Dave
Q: Hello, Shopify stock dropped almost 7%, in Today's trading. Partly it could be attributed to decline in most Technology stocks. But, I was wondering if the patent infringement suit pending in a Texas court also played a part. It was also reported today that Shopify has filed a motion to force Lower 48 IPPLC, to reveal its backers/fund, as this company has a history of such filings against prominent companies with the intention of extorting money for their group.(Last one filed by this co against INTEL was eventually dropped in a similar situation). Not sure, I have all the facts.
If you think, it's only short term noise, does the price drop present a buying opportunity ?
Thank You
If you think, it's only short term noise, does the price drop present a buying opportunity ?
Thank You
Q: Is Unity worth buying back in at these levels? Got a nice shoutout from Apple yesterday