Q: Is Shopify cheap now? In light of future growth?
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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: Now that Powell has come out with a higher-for-longer interest rate plan at Jackson Hole, any thoughts on when high growth tech shares might finally begin to recover? 6 months? A year? Two years? Thx.
Q: I would like your interpretation and opinion of Lantronix's results. They seemed reasonably good to me but were punished hard. IT and IoT seems like a good sector to be in so I have held on. Is there just one analyst?
Thank you.
Thank you.
Q: If I wanted to buy stock in a Canadian software company with general information management services for business and a cyber security arm, is OTEX a buy given it’s being beaten down over its new acquisition. Or, are there better companies to consider in the current market? If there are, what are the better options in your view?
Q: Hi guys
Thanks for your initial comments on the Open Text aquisition. I have been a holder of Open Text for quite a while and this new acquisition seems a little out of the ordinary for them. Out of their seDy as she goes approach. Can you comment on their success in turning around companies with declining revenues in the past. As well on the quality of management. I know Constellation would be at the top of your list in terms of skill of management; where does Open Text's management fall?
Much thanks
Stuart
Thanks for your initial comments on the Open Text aquisition. I have been a holder of Open Text for quite a while and this new acquisition seems a little out of the ordinary for them. Out of their seDy as she goes approach. Can you comment on their success in turning around companies with declining revenues in the past. As well on the quality of management. I know Constellation would be at the top of your list in terms of skill of management; where does Open Text's management fall?
Much thanks
Stuart
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Enghouse Systems Limited (ENGH $17.95)
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NFI Group Inc. (NFI $17.50)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $15.39)
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BlackBerry Limited (BB $3.46)
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Asana Inc. Class A (ASAN $8.76)
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Affirm Holdings Inc. (AFRM $57.03)
Q: Hello, My loss on these stocks varies from 25% to 65%.. As I get ready for year end losses, which ones may have some life? and which ones to sell.
Thanks
CR
Thanks
CR
Q: Is the deal done or still need shareholders or government authority’s approval?
Thanks.
Thanks.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.65)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $94.72)
Q: Hi 5I, I currently own Topicus,Lspd and Shop. Down on all 3 and am considering taking a loss on 1. Any preference on which one? Am thinking of replacing one of the 3 with NVEI. Thoughts and if your wouldn’t mind ranking. Thanks
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Analog Devices Inc. (ADI $320.45)
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Applied Materials Inc. (AMAT $322.51)
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Intel Corporation (INTC $50.59)
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KLA Corporation (KLAC $1,442.95)
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Lam Research Corporation (LRCX $231.01)
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Qorvo Inc. (QRVO $83.72)
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Texas Instruments Incorporated (TXN $221.44)
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STMicroelectronics N.V. (STM $29.85)
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ASML Holding N.V. (ASML $1,413.01)
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United Microelectronics Corporation (NEW) (UMC $10.06)
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GlobalFoundries Inc. (GFS $42.91)
Q: How about buying chips making companies? Which one do you like?
Lorraine
Thank you
Be happy.
Lorraine
Thank you
Be happy.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.06)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $12.65)
Q: What do you think about buying these two stocks today as a long term hold? Have they been beaten enough?
Q: What would it take for 5i Research to buy CSU-T , See how market re-acts to Fed Powell speech?... Thanks for response keep up great work...
Q: Can you please comment on NVDA latest earnings released yesterday. Was there anything of particular interest to note from the call this morning (either good or bad)?
Thanks for the amazing job 5i does!
Thanks for the amazing job 5i does!
Q: Probably not the only question on this, but what's your take on OpenText's plan to acquire Micro Focus International plc in a deal valued at $6 billion. Do you see true synergies?
Thank you, Michael
Thank you, Michael
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Broadcom Inc. (AVGO $332.92)
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NVIDIA Corporation (NVDA $185.41)
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QUALCOMM Incorporated (QCOM $137.34)
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Advanced Micro Devices Inc. (AMD $208.44)
Q: What are your semiconductor companies?
Thannk you Lorraine
Thannk you Lorraine
Q: Good afternoon,
I'd like to increase my tech exposure.
What would be a safe weighting in your opinion of these two companies.
CSU, GOOG.
Could you please provide a decent, good and best entry point.
Thank you very much.
I'd like to increase my tech exposure.
What would be a safe weighting in your opinion of these two companies.
CSU, GOOG.
Could you please provide a decent, good and best entry point.
Thank you very much.
Q: Would appreciate your thoughts on this company, the recent EPS and the guidance. The market clearly liked the news today!
Thanks,
P
Thanks,
P
Q: Can I please have your thoughts and opinion on Keysight's recently announced eaenings. I thought that they were good. Your overall thoughts on the company please.
Q: I am trying to compare valuation metrics on these two companies. With ASML we have RoE of 57%, P/E of 36, price to sales of 9.7
With MKSI we have RoE of 19.3%, P/E of 10.9, price to sales of 2.3
With these wildly different ratios can you help with comparisons. What numbers would you suggest for evaluation these two companies... which one holds the best reward for an investor?
With MKSI we have RoE of 19.3%, P/E of 10.9, price to sales of 2.3
With these wildly different ratios can you help with comparisons. What numbers would you suggest for evaluation these two companies... which one holds the best reward for an investor?
Q: follow up to my previous question. what do you think the odds of the deal getting approved
Q: now that the link deal is accepted, what should this mean for stock performance. market conditions aside what upward push should it have (if any)?