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.
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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: Thoughts on XIT?
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 the bear case? -Earnings are a peak levels? Or is the risk, that it becomes a source of funds for other investments.
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PRO Real Estate Investment Trust (PRV.UN $5.62)
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Intel Corporation (INTC $22.00)
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Microsoft Corporation (MSFT $497.72)
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QUALCOMM Incorporated (QCOM $158.09)
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Oracle Corporation (ORCL $232.26)
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CI Financial Corp. (CIX $31.71)
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Dream Office Real Estate Investment Trust (D.UN $16.35)
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Whitecap Resources Inc. (WCP $9.27)
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goeasy Ltd. (GSY $170.20)
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Harvest Healthcare Leaders Income ETF (HHL $7.16)
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MCAN Mortgage Corporation (MKP $19.40)
Q: Hi Peter
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
Thank you
Howard
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
Thank you
Howard
Q: Hi 5i,
Can I please get your thoughts on ZBRA?
Are there any competitors that you think are better?
Is the valuation reasonable for 2% TFSA purchase?
thanks
Can I please get your thoughts on ZBRA?
Are there any competitors that you think are better?
Is the valuation reasonable for 2% TFSA purchase?
thanks
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: Any concerns with the CFO Steven Gatoff leaving so suddenly.
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.
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Palo Alto Networks Inc. (PANW $201.42)
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Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
Q: Is there a Palo Alto of Canada? Small cap, mid or large? Or would you stick with US names in this area?
Thanks.
Thanks.
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Amazon.com Inc. (AMZN $223.47)
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Meta Platforms Inc. (META $718.35)
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Alphabet Inc. (GOOG $177.56)
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Microsoft Corporation (MSFT $497.72)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $159.33)
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Crocs Inc. (CROX $106.35)
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Digital Turbine Inc. (APPS $5.94)
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
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
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Alphabet Inc. (GOOG $177.56)
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NVIDIA Corporation (NVDA $158.24)
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Constellation Software Inc. (CSU $4,998.97)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $159.33)
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?
Thanks
Thoughts on how you might deploy? Buy now, in thirds over the next few months or wait?
Thanks
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: I would appreciate your current analysis of this company.
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?
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Amgen Inc. (AMGN $292.95)
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Cerner Corporation (CERN)
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AbbVie Inc. (ABBV $187.63)
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Merck & Company Inc. (MRK $80.90)
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Pfizer Inc. (PFE $25.24)
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Teladoc Health Inc. (TDOC $8.07)
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WELL Health Technologies Corp. (WELL $4.23)
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Change Healthcare Inc. (CHNG)
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.
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Constellation Software Inc. (CSU $4,998.97)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $159.33)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $72.33)
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
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
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Meta Platforms Inc. (META $718.35)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $159.33)
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Crocs Inc. (CROX $106.35)
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Digital Turbine Inc. (APPS $5.94)
Q: Looking for a few names in the US and Canada where you think recent market activity has left them with an attractive fundamental to Mr market delta. Thanks!
Q: Is there any particular news about why the Trade Desk (TTD) continues to decline? I thought the last quarter was quite strong. I also read there are rumors that Netlfix is considering ads which I would assume TTD would benefit greatly from. Can you comment on your thoughts moving forward.
Thanks for the fantastic service!
Thanks for the fantastic service!