Investment Q&A

Q: Hi! Can you please share your thoughts on the Nvidia earnings report, and the 4 for 1 stock split they are proposing? Thx.

Q: What do you think about selling AYX, capturing a capital loss, and using the remaining funds to purchase Snowflake for a long term position?

Thanks.

Q: Hi, What will be the float of Topius shares, Today - Number and percentage of outstanding shares, excluding ownership by its parent Constellation, Insiders and Institutions, assuming that all Constellation's Preferred have been converted to common? Thanks

Q: Hi folks...Sangoma trading like it is going to zero..now in "Oversold" territory on technicals at $3sh level...big volume on Tues by TD & Cormack...the Q results imo, were not bad, and irrelevant with acquisition of Star2Star. Any thoughts on company & integration of business going forward..& would you be adding to position at these levels...merci beaucoup, jb Piedmont QC

Q: Thoughts on this company, given the ongoing price drop since February 2021?

Q: Hi, Topicus released excellent results, 3 weeks ago and stock touched an all time high of $94.80. However, since then it has been in a continuous downtrend and as of today, lost 20% of its value from the peak. Stock's decline over this period has been relentless and rather systematic. Specially for past 1 week, stock can not seem to hold its open and close lower, every single day, no matter what the rest of technology sector is doing.

Volume, though, has been low, which could imply that sellers are not institutions, rather some retail investors booking their profit, from the free shares received or bought cheaper, during initial listing days.

Your recent comments have also been consistent with this observation and you have expressed your comfort with buying/adding at current levels for long term. So we have done and we hope (with Constellation Software's incredible history, in mind) to do well over next several years.

However, the price action of the stock has been weak and frustrating, to say the least.

It would be really helpful, if you could share any further thoughts or insight.

Thank You

Q: When does the deal close? By when do you think better bids could appear?
(to replace PHO - what do you suggest?)
Also what semi play do you like? Do you like the manufacturers? Do you have a prefered play there?

Thanks
Mark

Q: hello 5i:
can you comment on PANW's earnings?
thanks
Paul L

Q: Any thoughts on what is happening to the solar industry? TAN was at $120 in January and now at $77. Was it just overpriced? What does your crystal ball say about its future please. Thanks.

Q: I know you do not usually average down on stocks. That said, you do seem to like both QST and U:US. I am underwater on both and we appreciate your opinion here. Thx.

Q: Is it a good time to buy any of these growth e commerce companies as prices have come off and may have high growth rates in the future. If so which would be the best one to buy from a risk reward perspective.

Thank you.

Q: Looking to add two US stocks with new RRSP money. What would be your picks assuming the overall portfolio is already properly diversified, has a 20+ year time horizon and currently contains the following US companies: ABBV, COST, CRWD, LMT, NEM, NVDA, PINS, QCOM, SBUX, TT

Q: Can you please comment on Keysight's recently announces earnings and your overall view on this company. The earnings looked good to me but I am an amateur. Thank You.

Q: Hello 5i,

Can you recommend an ETF with GOOG and AMZN as the main stocks (minimum 12%-15% of each) and lower amounts of other FAANG stocks (no more than 5%) as we have VGT.

Thank you.

Cheers,

Debbie and Jerry

Q: Can you please comment on their earnings, management, insider holding and future growth. Is it buyable?

Thanks for the great service

Q: Could you elaborate on the implications of their announcement of the partnering with GOOGL?

Q: Hello,
Could you please comment on BBTV latest earning result, outlook and valuation. Is it a buy or sell at current price?
Thanks

Q: Hello, I have followed DYA for a while. Technology looks interesting yet the market is indicating the technology is disappointing. Please provide a recent update. Also, In a earlier answer for DYA, you indicted that "we have coments in the Q&A on DYA". Where is the Q&A? I have looked for it and cannot find it. I just see questions. Thanks

Mark

Q: Further to my Q yesterday,is it time to add to ENGH and start new position in DSG.Please suggest good price to enter for both.Txs for u usual great services & view.

Q: If you had to choose between these 2, which would you pick and why?
Thanks