Q: Sonos has pulled back from the surge after the Google patent news win. What are your thoughts at these prices and can you also comment on insider activity? 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: This stock has recently been brought to my attention. Could I get your thoughts?
Thanks, Lesley
Thanks, Lesley
- VIQ Solutions Inc. (VQS)
- CTS Corporation (CTS)
- Tenet Fintech Group Inc. (PKK)
- Magnet Forensics Inc. Subordinate voting shares (MAGT)
Q: VQS jumped after that Alta Fox report a few months ago, but has fallen back a little. Do you like VQS now that it has come down a little, and do you see it as a stock that has long-term potential to out perform (or do you like some other small/mid cap companies better e.g. SYZ)
Q: What are you thoughts on Accenture's business (ACN)? Seems to be steadily growing over the years, and has seen alot of share price appreciation since Covid. Could you provide your insight on earnings, moats, management, growth, future runaway etc.? Thanks as always
Q: Hello
With the current chip shortages, what is your view on Lam Research.
Is it a good hold for the next 5 yrs ? And at what price do you consider a good entry point? Or would you rather recommend another semi conductor company?
I hold TRP and I want to know if you see it as a good hold as an income stock?
What is your general view on the company going forward.
Thank you
With the current chip shortages, what is your view on Lam Research.
Is it a good hold for the next 5 yrs ? And at what price do you consider a good entry point? Or would you rather recommend another semi conductor company?
I hold TRP and I want to know if you see it as a good hold as an income stock?
What is your general view on the company going forward.
Thank you
Q: appreciate your insights on this company and speculate on future
Q: Curious about your thoughts on VZIO as they approach their all-time low. Do you consider the company undervalued at sub $18-$20 per share?
Q: Have some new money for the tech sector. Would you chose ENGH or SYZ and why? Thanks Ron
Q: HI 5i team,
Which of the two cloud companies would you consider the better investment and why?
Thanks.
Ken
Which of the two cloud companies would you consider the better investment and why?
Thanks.
Ken
- Amazon.com Inc. (AMZN)
- Twilio Inc. Class A (TWLO)
- ServiceNow Inc. (NOW)
- Avalara Inc. (AVLR)
- CrowdStrike Holdings Inc. (CRWD)
- Cloudflare Inc. Class A (NET)
Q: HI, 5i team,
What are a few of your best Cloud Companies.
Ken
What are a few of your best Cloud Companies.
Ken
Q: Interested in buying semis here…can you give me your thoughts on TSM and QCOM? Is there a preference and is there much/any overlap in their businesses? Thank you.
Q: Good morning,
It looks like NVDIA posted excellent results - would like your take on the results and also your advice for someone who wants to start a position. Do you think it is wise to invest now or wait a little, and what would be a good entry price? The markets seem a little jittery as of late.
Thank you!
It looks like NVDIA posted excellent results - would like your take on the results and also your advice for someone who wants to start a position. Do you think it is wise to invest now or wait a little, and what would be a good entry price? The markets seem a little jittery as of late.
Thank you!
Q: In Feb. 5i was asked to pick TOI or U for growth since then Unity is flat and TOI has doubled. At that time Unity was preferred. by 5i . Would Unity still be preferred or is TOI better for growth going forward? Looks like both companies put up good #s recently.Thoughts please? Thx
Q: Can i please have your analysis on this company's recently announced earnings. Do you see continued growth? Any thoughts and comments would be appreciated. Thanks.
Q: Is the growth thesis still in tact for ROKU? It has been very week of late. Would you buy at these levels?
Thank you
Thank you
Q: Big bounce today on no news! (?) I've owned this since joining 5i. It has gone in and out of market favour but I've always enjoyed the dividend. I've been picking up dividend stocks for the last year and done well but I am not expecting a lot of growth from them from here. SYZ should get some decent growth and the yield is healthy. I like the SaaS field and this being tied to government work - which seems a way to get some beta away from the market business cycle. Does it really fit this bill? Yield makes me patient how do you see it over all?
TIA
TIA
Q: Hi,
I was looking at taking a position in UCTT.(Ultra Clean)
I believe the earnings were fine with a beat on both revenue and EPS including raised guidance,
The stock is trading at $41.31 currently. Looking at some of its financial metrics & estimates , this stock is trading at 1x NTM revenue. I would consider this stock extremely cheap currently.
Would you agree with my understanding and is there anything else you could add?
Thanks
I was looking at taking a position in UCTT.(Ultra Clean)
I believe the earnings were fine with a beat on both revenue and EPS including raised guidance,
The stock is trading at $41.31 currently. Looking at some of its financial metrics & estimates , this stock is trading at 1x NTM revenue. I would consider this stock extremely cheap currently.
Would you agree with my understanding and is there anything else you could add?
Thanks
Q: Good morning, I noted your recent response re. Canadian tech stocks, where you were asked to rate the quality of some of the leading Canadian stocks. I hold KXS (up approx. 200%) and OTEX (up 100%) in my TFSA. I also hold some of the other top choices but I do not hold MAGT or NVEI and only a small amount of TOI. Based on your ratings, I'm wondering if I should sell KXS and OTEX and use the proceeds to buy the other 3?
Q: Launched on June 30, 2021. Top 10 holdings are best of breed. Trades at nav of $14.50. Could this be a multibagger etf like the nasdaq QQQ.
Q: Is NNDM oversold… and as a result worth initiating a small position after quarterly results and how good their balance sheet looks?