Investment Q&A

Q: Please comment on their qtr. and market reaction. When does the company see becoming profitable, costs rising and r and d spending up so no time soon, even with record sales? Regards Greg

Q: Hello 5i

Could I have your current thoughts on CGNX please ?
Are increasing costs and inventory an issue (considering recent price action) or more likely just general market malaise / sell on news ?

Would adding to an existing holding seem premature at this stage ?

Thanks

Q: Hi 5i,

Amongst other pricey cybersecurity companies, CHKP seems very reasonably valued. It it 'cheap for a reason', or is it a solid stock to pick up now?

Also, do you still like RPD after its recent report?

Is there anything else (besides CRWD) that you prefer in this space?

TIA!

Q: What do you think of the latest result (published may 10th) - The market doesn't seam to be impressed.

Q: Can you comment on the latest earning? It looks like a beat but why drop so much, 20%?

Thanks

Q: Hi,

I own Unity & Etsy. Both are down more than 60%. Should I keep holding or cut my losses?

Thanks

Q: Could I get your comments on Palantir, please? I see that it has dropped 20% today. (Feel free to delete the question if others are asking, too.)

Q: For the companies listed, do you believe any are at risk of fully going out of business with respect to the current market and recent/anticipated stock pricing effecting their ability to continue to operate? thanks!

Q: Good morning, could I get an update on the RPD and DDOG quarters and your thoughts?

thx, Mark

Q: Are these stocks still expensive? In what order would you buy them today?

Thank you for great service.
Milan

Q: Good morning
I would appreciate 5i's thoughts on investing in D2L.
Does 5i have concerns on the company's governance in that CEO John Baker is also Board Chair (vs the preferred model of separating the two roles), had a loan from D2L that was repaid at the time of the IPO, and (I assume) controls decision making through the multi-voting shares.
Thank you for your comments.
Edward

Q: Hi Team,
Atz beat earnings and things appear to be going strong on all fronts for the business…yet the stock tanks some more today. Is this one of those disconnects where an investor should be buying more shares ?
Also …with the brutal tech selloff what are some of todays choices to buy for potential multi bagger over the next few years once the carnage stops? Thanks!
Shane

Q: I am down about 30% with Keysight. I am thinking of selling it to harvest the loss and purchasing Qualcomm in place.

QCOM is much bigger and has a noticeably lower P/E (14.87 v. 27.10) somewhat better Price to Cash Flow (17.9 v. 21.3);

But QCOM has a higher P/B (12.18 v. 6.87) and while not worrisome, a noticeably higher Debt / Equity ratio( 1.8 v. 0.53).

Which matrix would you use to evaluate these 2 companies?

Which of the 2 do you see having a better prospect going forward?

Thank you for your excellent service.

Q: With Workday's stock falling below $200 PS in the last day, would you recommend this would be a good buy?

Q: Both of these companies have corrected significantly in last few months. Do you think seeing their future prospects time frame 3-5 years, shall i buy more

Q: Can you please comment on earnings, outlook and if you would add to a position? Thank you

Q: what do you think is in store for shop going forward. 5i has been suggesting it is one of your best recommendations for a rebound. do you still feel this way after results. what might shop do to turn things around.

Q: I own WISH as a portion of my speculative portfolio. Last Wednesday it reported what I thought was another good Q - continued acquisitions, rev up 107%, GP up 119%, Gross Margins of 68% (up from 63%). The stock has continued to tank since the announcement and is down 19% from the day before it announced and down over 50% from its 52 wk high. Am I missing something to this story and the stock is indeed undesirable for some reason, or is the market miss pricing this one? They seem to be doing everything right but I may be missing something and would love your perspective.
Many thanks
Scott

Q: Hi,
I'm currently holding all of these at a loss, mostly in RSP's - so the loss, if taken, won't be helpful tax wise. I'm aware you are still recommending GSY, but assume that is because at this point it is a reasonably buy. It has been a particular disappointment for me, as I purchased near the recent highs, so I wonder if the remaining capital I have might be better in the energy sector, as I do hold other financials. SNAP and SBUX are looking a bit more like they will take a very long time to show positive momentum - would you agree? Or do you feel it is worth holding onto all of these? I don't need the cash, I'm just wondering if it would be more prudent to stop the day by day reduction in principal, in particular when there are options such as ENB that pay a sizeable dividend in a more positive sector.
Many thanks for your thoughts, as they are always appreciated.
Dawn

Q: Thoughts on FTNT, SHOP, FB, TWLO?