Q: Good morning. Is there a fundamental change in Square's business that has caused it to fall by half over the past 12 months? Is it a buy, sell or hold now? Thank you.
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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.
Q: Hi gang!
Where do you see support levels on our darling Shopify? I realize this is tough to call, but your thoughts are appreciated!
Many thanks for all you do!
Where do you see support levels on our darling Shopify? I realize this is tough to call, but your thoughts are appreciated!
Many thanks for all you do!
- Meta Platforms Inc. (META)
- Nike Inc. (NKE)
- PepsiCo Inc. (PEP)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Any further thoughts on companies that are in the NFT space?
Q: I am considering adding LSPD or TOI to my TFSA. I know that you are favourable on both and that LSPD is higher growth, higher risk. I would appreciate that being quantified: what is the future % revenue growth and forward sales multiple for each company and at their current price, which do you consider the better risk/reward choice.
Also, when are they each scheduled to report earnings?
Thanks...Glenn
Also, when are they each scheduled to report earnings?
Thanks...Glenn
Q: Hi 5i Team - Could you provide some insight into the shortage of chips and the disruption this is causing. In particular is the lack of supply due to raw materials and if so which materials, manufacturing capabilities, transportation holdups, or any other factors. Also do you have an educated guess as to approximately when the situation could start to ease up. Thank you.
Q: can I please have your thoughts on this one...why the sell off and do you think there is value at an entry point around here...107ish? for a 2-4 yr hold?
Q: Happy New Year to everyone at 5i!!!! All the best in 2022.
Qualcomm vs Broadcom??
Which company would be your choice for a long term hold? Could you please provide your reasons why?
If not these companies, do you have any other favourites in this space?
Thanks
Dave.
Qualcomm vs Broadcom??
Which company would be your choice for a long term hold? Could you please provide your reasons why?
If not these companies, do you have any other favourites in this space?
Thanks
Dave.
Q: I bought a small position of lspd at $78, watched it rally to $150. Did nothing which in hindsight I should have sold but I'm in it for more. Dropped to days price of $45. It has kinda of a 'blood is in the streets' feel right now. . Doubled the still small position to average $62. I can hold this one for a really long time. Am I crazy or am I sitting pretty?
Q: Hi Guys
Morningstar has ENGH @ Forward P/E at 26x and P/S at 5.3 x
Would you think taking my position up from 1.5% to 3.0% a good idea? or would your choice be another stock instead, I invest in companies, not trade stock prices.
Thanks !
Morningstar has ENGH @ Forward P/E at 26x and P/S at 5.3 x
Would you think taking my position up from 1.5% to 3.0% a good idea? or would your choice be another stock instead, I invest in companies, not trade stock prices.
Thanks !
Q: Hello,
What would be a good, great, or exceptional price to enter in to SHOP. Please rank them in order
1) Good
2)Great
2) Exceptional
What would be a good, great, or exceptional price to enter in to SHOP. Please rank them in order
1) Good
2)Great
2) Exceptional
Q: Between AT and Eglx, which one has better growth and which one you like it better? Thanks
Q: What do you think of CVO at this moment and what can we expect of this stock in the medium / long term? What would be a good entry point and do you think that it would be a good addition to a well diversified portfolio or if you prefer something else? Feel free to make any suggestion that you would think might be superior.
- Apple Inc. (AAPL)
- Constellation Software Inc. (CSU)
- Enghouse Systems Limited (ENGH)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Block Inc. Class A (SQ)
- SPDR S&P 500 ETF Trust (SPY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Dye & Durham Limited (DND)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: I am a little overweight techs in a well diversified portfolio. Considering valuation contraction where do you see a new normal forward P.E. the S&P in 2022 and for those stocks highlighted?
Please provide forward P.E. and multiples for those that make profits and guestimate where the low end could be for the others.
Thanks
Yves
Please provide forward P.E. and multiples for those that make profits and guestimate where the low end could be for the others.
Thanks
Yves
- Global X Nasdaq-100 Index Corporate Class ETF (HXQ)
- Invesco NASDAQ 100 Index ETF (QQC.F)
- BMO Nasdaq 100 Equity Index ETF (ZNQ)
Q: The above is for a long term hold in a non registered account.
1.Please provide a break down of MER, AVERAGE TRADE VOLUME daily or monthly, Assets under management (is this the best indicator of safety)
2. Are they all tracking the nasdaq 100?
3. What are the differences between them? (I believe them to be unhedged purchased in Canadian dollars)
4. What should influence me to purchase one over another?
thanks
Ernie
1.Please provide a break down of MER, AVERAGE TRADE VOLUME daily or monthly, Assets under management (is this the best indicator of safety)
2. Are they all tracking the nasdaq 100?
3. What are the differences between them? (I believe them to be unhedged purchased in Canadian dollars)
4. What should influence me to purchase one over another?
thanks
Ernie
Q: Which in your opinion has the best long term upside from current prices and which has higher risk?
- Broadcom Inc. (AVGO)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- QUALCOMM Incorporated (QCOM)
- Open Text Corporation (OTEX)
Q: Conventional wisdom seems to be that growth stocks, esp. pricey hi-tech names, are being hit due to fears of interest rate increases. But some of these names don't seem to be directly vulnerable, with low/no debt, strong balance sheets to fund growth without borrowing, and products that wouldn't be especially vulnerable to rate increases for consumers (e.g. retail like shop or lspd). So what am I missing? Could you suggest 2 or 3 growth names that should be relatively safe, or at least bounce back quickly?
- Adobe Inc. (ADBE)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Palo Alto Networks Inc. (PANW)
Q: hello 5i:
Took some profits at an opportune time in AVGO and PANW. I'd like to stay in the tech space with the proceeds (still have half positions in the 2 sold) and was considering some stocks you like. I left out NVDA as AVGO is in that space. Which do you like best between ADBE and QCOM, assuming they are 2 of your favourites, and why.
thanks
Paul L
Took some profits at an opportune time in AVGO and PANW. I'd like to stay in the tech space with the proceeds (still have half positions in the 2 sold) and was considering some stocks you like. I left out NVDA as AVGO is in that space. Which do you like best between ADBE and QCOM, assuming they are 2 of your favourites, and why.
thanks
Paul L
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Activision Blizzard Inc (ATVI)
- Meta Platforms Inc. (META)
- Intel Corporation (INTC)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Roblox Corporation Class A (RBLX)
- Roundhill Ball Metaverse ETF (METV)
- Evolve Metaverse ETF (MESH)
- Global X Metaverse Index ETF (MTAV)
Q: What are your thoughts on this etf? Are there any similar options to get exposure to these companies?
- Amplify Cybersecurity ETF (HACK)
- Absolute Software Corporation (ABST)
- Magnet Forensics Inc. Subordinate voting shares (MAGT)
Q: Are there any Canadian or CDR companies in the Cybersecurity space that you think would do well over the next 5+ years?
As always thanks.
As always thanks.
Q: Recently, Jim Balsillie has purchased a substantial number of shares and analysts seem to think this stock has some upside. I know you are not big on analyst price forecasts, but certainly seems to have a positive outlook from them. Can I have your take?