Q: KXS is on quite a terror lately. Any reasons why?
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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.
- Palo Alto Networks Inc. (PANW)
- Okta Inc. (OKTA)
- Zscaler Inc. (ZS)
- Rapid7 Inc. (RPD)
- CrowdStrike Holdings Inc. (CRWD)
- Cloudflare Inc. Class A (NET)
Q: Hello
which one of these companies is better from a growth perspective.
Also, with ransomware and corporate hacking being the new frontier for all CIO's and IT Managers, which 2 companies, in your opinion, have the edge with their technology and I can add these to my portfolio.
Thank you,
Rajesh
which one of these companies is better from a growth perspective.
Also, with ransomware and corporate hacking being the new frontier for all CIO's and IT Managers, which 2 companies, in your opinion, have the edge with their technology and I can add these to my portfolio.
Thank you,
Rajesh
Q: Greetings 5i,
Futu holdings - FUTU:NASDAQ (currently no ticker with 5i) , some say China's Robin Hood, reports next tuesday Aug 31.
Ive been interested in the growth story and the share price has pulled back considerably. Recently it seems the sector is bouncing off lows and perhaps with hopes the Tech Inquisition will end soon.
What are Your current thoughts here on the company, earnings expectations, and current environment?
Cheers!
Futu holdings - FUTU:NASDAQ (currently no ticker with 5i) , some say China's Robin Hood, reports next tuesday Aug 31.
Ive been interested in the growth story and the share price has pulled back considerably. Recently it seems the sector is bouncing off lows and perhaps with hopes the Tech Inquisition will end soon.
What are Your current thoughts here on the company, earnings expectations, and current environment?
Cheers!
Q: In my growth portfolio I have a full position in NVEI and a half position in TOI. When I really like a company’s prospects, along with 5i’s positive sentiment, I am comfortable going overweight. Both of these companies are on my radar for an overweight position. I’m wondering in which order you’d add and would you add today. Please provide a brief explanation.
Q: whats expected from engh coming quarter? Thx
- Sangoma Technologies Corporation (STC)
- Converge Technology Solutions Corp. (CTS)
- Thinkific Labs Inc. Subordinate Voting Shares (THNC)
Q: Hello team,
In your last response about Thinkific you mentioned that $14 would be a great entry point. Has your opinion Changed.give the soft guidance and slight miss last quarter? Or do you see lots of future growth ahead. Increasing ARPU and higher AAR. The BMO analysts initiated coverage stating this was the “Shopify” for content creators.
If you had limited funds how would you rank new dollars comparing converge and sangoma in the mix. In fact, I’m interested in why you haven’t taken more of an interest in converge given your interest in CSU, TOI, WELL, OTEX, etc.
Their acquisition play book has been incredibly effective, simple and repeatable. Their mandate around management stock purchase and decentralized structure is setup very similar to CSU.
Sorry for the long winded question(s)!
In your last response about Thinkific you mentioned that $14 would be a great entry point. Has your opinion Changed.give the soft guidance and slight miss last quarter? Or do you see lots of future growth ahead. Increasing ARPU and higher AAR. The BMO analysts initiated coverage stating this was the “Shopify” for content creators.
If you had limited funds how would you rank new dollars comparing converge and sangoma in the mix. In fact, I’m interested in why you haven’t taken more of an interest in converge given your interest in CSU, TOI, WELL, OTEX, etc.
Their acquisition play book has been incredibly effective, simple and repeatable. Their mandate around management stock purchase and decentralized structure is setup very similar to CSU.
Sorry for the long winded question(s)!
Q: Can you please comment on the acquisition . I currently own a small position Buy, sell or hold. Thanks.
Q: SeekingAlpha suggests, today, that CRWDs $21 USD jump in stock price is related to joining the NASDAQ-100 index. Make sense to you? Thanks.
Q: PLUR seems to be stacking up some decent contract wins. What's your opinion of it's prospects?
- Questor Technology Inc. (QST)
- Pinterest Inc. Class A (PINS)
- Digital Turbine Inc. (APPS)
- Magnite Inc. (MGNI)
- Dye & Durham Limited (DND)
Q: Good Morning,
I would like to make room in my TFSA for APPS. From the list above which would you suggest dropping?
I would like to make room in my TFSA for APPS. From the list above which would you suggest dropping?
Q: My question is about NVIDIA and the ARM Acquisition. How important do you feel the ARM deal is for NVIDIAS future and growth? If a headline came out that said the acquisition has been rejected, how do you feel the market would react short and long term? Based on the current information available, what do you think the likelihood the deal is accepted?
Q: Hi team,
I was looking to add to Nvei and or Toi. Given the recent run ups in both names, should I wait for some sort of pullback? Also do you endorse adding to these names? I was going to add equally to both names; or do you suggest one over the other? Thanks
Shane
I was looking to add to Nvei and or Toi. Given the recent run ups in both names, should I wait for some sort of pullback? Also do you endorse adding to these names? I was going to add equally to both names; or do you suggest one over the other? Thanks
Shane
Q: Good day all, thoughts on recent quarter and all. Company provided no Q&A. Keeping everyone guessing on proposed management takeover?
Thanks man
Thanks man
Q: What would be a good entry point for TOI? Would a partial position be OK today?
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hi, Over several years now, Tech holdings have grown to be over 45% of our portfolio. Balance of our funds are invested in decent dividend paying companies - Banks, utilities, industrial and ENB. Largest tech weightings are : CSU - 15% and SHOP -11%, with other like LSPD - 6%, TOI- 5%, NVEI-4% and KXS-3%. Except, LSPD, a fairly large portion of all others shares are held in a Non-Regd account. We have already trimmed SHOP and CSU, over past 2-3 years, but still % weight keeps growing and their ACB is very low ( $300-$400 ).
We are approaching our retirement years and are trying to avoid large capital gains to our Estate, while still continue to own a large stake in these tech companies, over time. The plan is to trim highest % Tech holdings, in the Non Regd account, in a phased manner, each year, for next 15-20 years. In addition to a fairly large stream of dividend income, we also wish to supplement our cash flow/cash from sale of Non Regd Tech holdings. ( Our TFSA accounts are already loaded with LSPD, part SHOP/CSU). We really like CSU over SHOP for its steady-eddy growth/stable profile, although, both companies are unique and hold strong growth potential, we believe.
Questions:
1. Does it sound like a decent strategy, given our life stage/taxes ?
2. Is 45% Tech ownership reasonable for retirement years ( even if we are comfortable) ?
3. Is it reasonable to have 15% weight in CSU?
4. What would you suggest to trim each year - CSU or SHOP or any other companies above, and your reasoning, please.
Please deduct as many question credits, as needed.
Thank you so much.
We are approaching our retirement years and are trying to avoid large capital gains to our Estate, while still continue to own a large stake in these tech companies, over time. The plan is to trim highest % Tech holdings, in the Non Regd account, in a phased manner, each year, for next 15-20 years. In addition to a fairly large stream of dividend income, we also wish to supplement our cash flow/cash from sale of Non Regd Tech holdings. ( Our TFSA accounts are already loaded with LSPD, part SHOP/CSU). We really like CSU over SHOP for its steady-eddy growth/stable profile, although, both companies are unique and hold strong growth potential, we believe.
Questions:
1. Does it sound like a decent strategy, given our life stage/taxes ?
2. Is 45% Tech ownership reasonable for retirement years ( even if we are comfortable) ?
3. Is it reasonable to have 15% weight in CSU?
4. What would you suggest to trim each year - CSU or SHOP or any other companies above, and your reasoning, please.
Please deduct as many question credits, as needed.
Thank you so much.
Q: Crowdstrike is reporting 2nd qtr. results next week. Are you aware of any detrimental news that could affect their report? Would you be a buyer prior to the news or would you wait until you see their results? The stock price is down more than 10% in the last couple of weeks!
Q: Peter,
Based on the share structure is there a danger of CSU draining the profits of TOI by charging exorbitant management fees or royalties etc ?
Thank you,
Paul
Based on the share structure is there a danger of CSU draining the profits of TOI by charging exorbitant management fees or royalties etc ?
Thank you,
Paul
Q: Hello 5i friends - Thought this might be a good holding for using Canadian dollars to invest in semi's valued in US dollars as a portfolio currency diversifier. The subscription is small at this time but this is a new ETF. First, do you like the holdings and their weightings, would you expect this ETF to attract investment over the next year or so in order to satisfy your standards for a sufficient level of investment, do you have any comment regarding the MER and finally other than the low current investment level do you have any cautions to offer. Many thanks for your input. Ken
Q: Both AMD(acquirer) & XLNX(acquiree) have great results on July 26 & 27 prompting them sharply to New Highs.Then Biden's antitrust crackdown on Aug 5 hit both hard.Also tensions between USA & China. China can thwart mergers of U S companies if they have significant presence in China. In view of foregoing,is it ok for me to buy AMD?.The merger is expected by year end & is reportedly a good marriage & will result in taking data centre business from INTC. Txs for u usual great services & views
Q: I initiated a half position in NVDA recently when it dipped below $200. I know you really like it. I see that the US is asking Taiwain to help with chip shortage and the last 3 months TSM has lost ground. Two questions: Between the two which would recommend to add/start a half position for 1. Short term and 2. long term? Thanks again.