Investment Q&A

Q: Would you have a good proxy for CRWD or just wait for a rebound?

Thanks for your service!

Q: Can you please comment on Digital Turbine (APPS) latest earnings released yesterday. Was there anything of particular interest to note from the call this morning (either good or bad)? Has paying off debt continue to improve? Would you recommend adding to a position that is down from its high or give it more time? Held in a TFSA so tax loss is not an option.

Q: So what is your assessment of their 3rd Q Report. Why is there a sell off in the stock. Is it a buy hold or sell.

Q: AMZN is down significatly today. Is there any news to explain the drop. Would you buy it at today's price

Q: You recommended this when it was $50+ . . Any updated thoughts?

Q: Could you please comment on their results which were reported today.
Thank you

Q: It has gone from $7 to a little over $4 as I write this.
Was the report that bad? Also do you think that report by
Murray Wealth Group (which said they will miss earnings on the high side)
looks to be correct?

Is this a miss on the high side?
Thanks

Q: Is ZS a buy at these levels?

Q: Your latest thoughts? Thanks

Q: I have a few questions on PLTR. What annual revenue growth rate has the company set and what will it achieve if it meets its q4 revenue target? What affect has the employee remuneration in shares having on total shares outstanding? The optics of PLTR missing analysis estimates each quarter is problematic. Do you believe the company will improve it's ability to meet or exceed analysts estimates (and its own) or do they just don't care? Maybe there is a better explanation for these misses. Alex Karp ses to revel in and seek out a guru status, but can he deliver the results he promises. He certainly isn't conservative in setting targets and seems to have new explanations each quarter for missing expectations he has set. That said, the business is growing, I'm just not sure how investable the stock is. I am considering selling at a loss in a registered account, but can hold for a very long time if the value of shares could improve over time.

Q: Peter; I’ll be the first to ask - didn’t they blow the doors off ? 🤗 thanks. Rod

Q: Now that we have updated earnings, what are Topicus’ valuation ratios currently, p/e, p/s, p/cash flow etc? Thanks

Q: I have been doing a deeper dive on the result from CRWD and NVEI, both have increased their share compensation to employees substantially in the last year. As an investor do you have any concerns, I am wondering how much of the future gains will go to shareholders?

Thank you for everything you do. Leo

Q: Hi 5i Team - Could you provide an update on MDF's debt and balance sheet. From a question on today's Market Call, it has either sold off a small division or is in the process of doing this. How significantly would this affect the balance sheet. Also do you see any indications that the company is striving harder to achieve profitability and better margins. Thanks.

Q: Peter; Does CTS post earnings today- if so I assume after market close? Thanks. Rod

Q: What is expected from DND when they report this week? Is the $30 target expected by Cannacord realistic? Thanks

Q: Morning 5i Team,
Given the recent developments initiated by Biden Administration designed to prevent China from accessing US chips and chip manufacturing technologies, how would you assess these development's impact on US chip makers' business going forward.
Cheers,

Q: Thanks for your thoughts on CSU. As a follow up, are you concerned about 30X cash flow for 2022? Q3 cash flow was $897 million, add an estimate for Q4, and you get $1.3 billion for the year. Market cap of $38.9 billion gets you 30X CF. Too high in this market?

Q: You make reference to debt at CSU, How much is that debt and should we be concerned?

Thx

Q: Can you tell me the debt levels and valuation of Kneat? It seems to have bucked the general downtrend for small caps lately, why is this? Is there a long revenue growth runway here? Thanks!