Q: Hello, can you comment on Palo Alto’s latest earnings report and guidance? Is the price drop (Wed morning) overdone? 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.
Q: What do you think about the risk investing in Mercado Libre. It has a very strong growth profile, with forecasted revenue and EPS GAGR of 30% for the next 3 years. It operates in South America, a region with unsure stability. If one of the countries it operates in has a major macroeconomic downturn (political or economic), then this can deeply affect the company. However, it's growth rate and potentially very high is compelling.
Q: Hello Peter and 5i Team,
Can you please comment on GRMN earnings ? Is there anything else attributing to the share price spike today that you can see?
Thanks,
Dave
Can you please comment on GRMN earnings ? Is there anything else attributing to the share price spike today that you can see?
Thanks,
Dave
Q: Is now the time to add to this stock. I am down 20% since my
last purchase.
last purchase.
Q: As a part of the Constellation Software (VMS Ventures) portfolio, is Raia AI looking primarily to build a standalone platform for external customers, or is its main goal to act as the internal 'AI engine' that automates operations for all of Constellation’s 1,000+ niche software companies?
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Snap Inc. Class A (SNAP $4.93)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.20)
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Lightspeed Commerce Inc. Subordinate (LSPD $8.91)
Q: Hi,
TS has sent out a notice of a class action settlement of 11 million, less around 3 million in legal fees, etc. You need to have invested in the shares between Mar 7, 2019 and Nov 3, 2021 and put in your claim by Mar 4th, 2026. I'm aware that often these claims are reduced to small amounts per client once all the dust settles, so I'm wondering if you've any idea how many potential claims could be expected based on the volume of shares sold at the time? Ditto for SNAP, which covers share holders from Feb 5, 2021 to Oct 21, 2021 who can claim by May 6, 2026. Any thoughts on either tickers are most welcome! Thank you for always having the answers we seek!
D
TS has sent out a notice of a class action settlement of 11 million, less around 3 million in legal fees, etc. You need to have invested in the shares between Mar 7, 2019 and Nov 3, 2021 and put in your claim by Mar 4th, 2026. I'm aware that often these claims are reduced to small amounts per client once all the dust settles, so I'm wondering if you've any idea how many potential claims could be expected based on the volume of shares sold at the time? Ditto for SNAP, which covers share holders from Feb 5, 2021 to Oct 21, 2021 who can claim by May 6, 2026. Any thoughts on either tickers are most welcome! Thank you for always having the answers we seek!
D
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Constellation Software Inc. (CSU $2,406.97)
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Topicus.com Inc. (TOI $88.56)
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Lumine Group Inc. (LMN $19.30)
Q: in my grandsons acc i have lmn it is down 41% should i switch it for csu at this time
Q: https://www.nextbigfuture.com/2026/02/ai-demand-and-profits-are-better.html
This comment is to replace the two I sent yesterday. Please delete them.
I wanted to rewrite to say that these charts and video from A16z (venture investors Andressen Horowitz) are a very interesting look at what is happening with Ai. The video goes through the charts with commentary which I think is good.
Thank You
Peter
This comment is to replace the two I sent yesterday. Please delete them.
I wanted to rewrite to say that these charts and video from A16z (venture investors Andressen Horowitz) are a very interesting look at what is happening with Ai. The video goes through the charts with commentary which I think is good.
Thank You
Peter
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Constellation Software Inc. (CSU $2,406.97)
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Topicus.com Inc. (TOI $88.56)
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Lumine Group Inc. (LMN $19.30)
Q: Will you please let your members know if you see any significant insider buys from the Csu family as this could be the bell ringer for the bottom? What is a good site to track insider moves?
Thx
Thx
Q: Could i have your thoughts on this cloud provider- chart looks good - i understand sales are ramping in their AI division
Q: I see you've dropped KSI from the growth portfolio. What's your opinion on the stock if held in a registered portfolio where there is not benefit from a capital loss? Is it worth holding in that context? Thanks.
Q: Peter; Could you comment on earnings and conf call? Should I add some ? Thanks.
Rod
Rod
Q: Could you have a fresh look at RBLX. Price targets are all over the place. Do not own. Definite NO? Thanks again.
Q: Do you see any Software companies as compelling Buy at current levels. Please Suggest some names & why?
Q: Hi, Please provide your thoughts about CSU valuations. Do you consider it a buy, Hold, or Sell at this time and Why?
Q: After my second read of your ( excellent ) January 5th AI compute stack article , this industry and its players are becoming ever clearer to me. This article is a saver and I recommend every member to read and reread ( and reread again ! )as this will much enhance your understanding, and your capability to make informed decisions about this industry. I appreciate the time and effort your staff put into this superb report. Thanks. Derek.
Q: Microsoft and Amazon are launching AI content marketplaces, where people and companies can buy, sell, or license AI‑generated content. Are you able to expand on the implications of this? Can you name a few companies that might be negatively impacted? Thank you.
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Cisco Systems Inc. (CSCO $77.74)
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Micron Technology Inc. (MU $420.97)
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QUALCOMM Incorporated (QCOM $140.41)
Q: I have held these stocks for many years. Their performance has been disappointing compared to other US stocks. In your expert opinion, are they worth holding or should I sell? What 2 stocks would you buy to replace them. Please expand on your thinking. Thank you for your guidance. Stella.
Q: Reflecting on the Software apocalypse... Given that most trading has been automated for years, I assume that it is now largely AI driven.
A question asked only partly tongue in cheek, is it possible that trading AI's see the software companies as adversaries and the stock market as one avenue of attack?
A question asked only partly tongue in cheek, is it possible that trading AI's see the software companies as adversaries and the stock market as one avenue of attack?
Q: Is this company in the same type of area of expertise as VRT. Are they also working in the Ai space. I would appreciate your comments if this company would be worth investing. When do they report.