Investment Q&A

Q: I hold below 13 technology stocks - it is about 30% of my portfolio. My target is to reduce it to 20% If I need to sell or reduce which one would you recommend to sell and in what order. Are all 13 stocks consider as technology.

Currently - MiTK, CRM & PLTR in a loss. Rest everyone is in profit. No concern about capital gain or loss.

Nuvei Corporation Subordinate Voting Shares NVEI (1.31%)
CONSTELLATION SOFTWARE INC CSU (2.64%)
Topicus.Com Inc TOI (0.55%)
Fastly Inc. Class A FSLY (1.42%)
BlackLine Inc BL (3.49%)
Lightspeed POS Inc. Subordinate Voting Shares LSPD (5%)
Mitek Systems Inc MITK (1.52%)
Square SQ (2.42%)
Dye & Durham Limited DND (3.32%)
Salesforce CRM (2.22%)
Telos Corp TLS (1.72%)
PALANTIR TECHS INC CL-A PLTR (2.73%)
DESCARTES SYSTEMS GROUP DSG (3.57%)

ProShares Online Retail Index ETF - ONLN (3.89%) - Is this consider as technology or Consumer Cyclical.

Thanks for the great service.

Q: A computer science friend of my in Israel mentioned Playtika (PLTK) a recent IPO involved in game development. Apparently it has a very capable team. Can you offer your view on the company.
Your insight is much appreciated, Peter

Q: Haven't heard much about Alteryx lately. I'm thinking of adding it to my portfolio. Do you think this is a good time to start a position? Also, could you give me a concrete example of a company that. would use its service and how that would help the company to become more successful?

Q: Further to my April 1 question can you confirm this is a $3BB market cap company or some other number and does that include just the SVS shares but not the prefs to be merged?
Thx

Q: Which of the above companies do you see as performing quite well when the market picks up over the upcoming year and over a longer term of 2-3 years?
Thank you for considering my question, I look forward as always to you answer.

Thanks, Jim

Q: A little while back, I saw some info on CTS and thought to start a position; I purchased about 0.5% weight of my equity portfolio., and I was thinking of adding. I currently have CSU at about 3.75% weight. I have no TOI, which. has been favourably mentioned here. Some time ago I realized I was overdiversifies and had too many holdings; I have been reducing the overall number of positions held; it is no longer as big a problem but still could do with some more reduction over time. With all that in mind:
1. Do you see CSU and TOI as one position, or are they sufficiently different to count as 2?
2. If you were me, would you simply sell CTS and add to CSU?
3. Sell CTS & some CSU and add TOI?
4. Sell some CSU and add to CTS?
5. Sell a bit more CSU and add to CTS and buy some TOI?
thanks for your excellent service.

Q: At one time I owned CSU (bought at $110 and sold at $600) and regretted the decision ever since. The money was needed for a real estate purchase in Toronto. I purchased SHOP at $40 and I have not sold any shares. I was considering selling 50% of my SHOP and buying CSU for a long term hold.
Many thanks for your comments.
Clayton

Q: Any idea when MDA will start trading? And, since the IPO price is way below the offering range would you buy on opening day? Are you concern on the low demand for the stock? Thanks.

Q: hi group if you could only own one which would you choose between GOOGL and SHOP I already own MSFT, AMZN. CSU. NVDA, APPL, DSG, LSPD TOI

Q: Hello 51
I currently own Toi , would you recommend adding after the resent price increase ? What weighting do you think it should be in the portfolio ?
Thanks

Q: Can you please compare and contrast the pros and cons of investing in each of these stocks in the ad space? How would you rank them from a valuation, risk, and upside perspective? thanks

Q: Hi 5i,
After the report, what is the attractive price to buy if they are in the right track?

Many thanks.

Q: Hi,
BlackBerry’s product and service offerings through both organic investments and strategic acquisitions seems ro be interest. What are you thoughts on Blackberry? Also do they have enough money to to accomplish their goals.
Thank you

Q: Would welcome your comments on the recent activity- acquisition of Bankcard , financing, etc. They seem to be moving into payments - Ledgerpay business ?
What does the proforma rev look like and balance sheet - they are
aggressive it would appear. Can they handle it?

Q: Hi 5i,

You have mentioned that "Anything 'growthy' and on the smaller side has been unloved for the last one to two months." So the Hi Tech stock seem to be the worst sector now. Do you think the tech sector is over? How many months or years will the tech stocks come back by your experiences. I have no income, but can still survive for 2 years.

Q: Opinion on Affirm so far since the IPO? I started a small position and am down 20% and wondering if you see a bottom, or price to take a full position?
Thanks

Q: Hello Folks:
It appears technology stocks are moving opposite direction to industrials such as Deere, Caterpillar, Cummins etc. which have been very quiet for a number of years.
Is this a normal situation?

Does this mean there is more confidence in this sector and less in technology; or is it because technology has been the go to in times of uncertainty; although I would think these Covid times would have produced more uncertainty with the opposite effect.

Do you feel this trend will continue empowering industrials at the expense of technology such as Amazon, Apple, Microsoft, Google etc.

My specific question is re: Veeva (on a steady downturn) and how you view it's long term prospects.

Thanks for your good work
brian

Q: I know both of these companies are owned by people answering questions. Both companies have similar potential for upside based on analysts. Which has better potential, less competition and a wider moat.
Thanks
Matthew

Q: Hi guys,
Bought a little of bbtv a few weeks back. Think it’s kind of interesting. Please offer ur thoughts on balance sheet and growth prospects.

Q: Have a 4% position(basically no profit) of PLTR has declined from recent $45 high.You opinion please. Buy more,hold or sell.Thanks for u usual great services & views