Investment Q&A

Q: Good morning. Would it be fair to say that CSU is basically the tech version of BN? BN has, what six or seven children and CSU now has a set of twins. Do you see CSU continuing to give birth to more children?

And if so, at what point would you rather just own the kids and let the parent go, if ever?

Q: Hi 5i,

Would appreciate your thoughts on Engine Capital’s letter to DND in regards to their suspicions that DND intends to issue shares.

I see Engine Capital’s efforts as a positive check to DND management but I am concerned how effective they can be.

Thank you,

Greg C.

Q: Hi 5i
How were Arms earning and how do you view them going forward.....Would you be interested in them at current price going forward.... Why the continued drop? Fear of nvda earnings maybe?

Currently have small position, interested in average down for at least 2 years hold...
Thx

Q: What is your assessment of TIXT latest earnings. Why is there such a strong negative market reaction?

Q: Of the covered call funds which ones do you like the best? Canadian only.thanks Larry

Q: Regarding SHOP's recent earning report, Stockwatch website has a title of "Shopify loses $273-million (U.S.) in Q1 instead of EPS of 20c. Could you please elaborate their earnings a bit to understand? Thanks

Q: Good day your thoughts on Zeta Holdings please thank you

Q: Regarding the CEO news for Topicus CEO Robin van Poelje disclosing a temporary role as Chairman and CEO at Your.world. you comment to Frank
"It is fairly bizarre but we are sure Mr VP and TOI have some sort of plan thought out. A future acquisition wouldn't surprise us much. But there is really no information other than a brief press release to go on here."

MORE INFO:
- Your.World and your.online are owned by Strikwerda Investments (Netherlands) Robin is married to the owners daughter and worked for Strikwerda who founded and sold TSS (Total Specific Solutions) to Constellation in 2013 (the family agreed to sell TSS so long as they could retain a 33% minority interest and Robin could remain as CEO) and as you know merged into what we know as Topicus in 2021.

Does this change your views?

Q: Hi,

I know these are some of your favorite cyber security stocks. All of them have drifted down recently. Your uncanny call for FTNT's price of 59 has been reached AND breached!

What would be your new entry points fr these? Please feel free to add any other name if you feel it is warranted.

Q: Hi 5i,
I imagine you might get more than a few questions about CTS this week.
I've got quite a bit tied up in it in a TFSA, and keep waiting for my loss to lessen so that I can sell less painfully and move on (as I don't have much faith in the name overall). Today's earnings make me wish I'd already done so.
Please advise what you envision for this name over the next couple of quarters, if you don't mind giving that short term view.
Thanks,
Peter

Q: please comment on converge earnings and your thoughts forward looking.
thank you.

Q: Hi Peter,

Can you provide your comments regarding the Press Release today on Topicus and the Robin van Poelje (Topicus CEO) disclosing a temporary role as Chairman and CEO at Your.world . Do you think this may end up being an acquisition target for Topicus. Just wondering if there is anything to read into here?

Q: I believe SHOP releases first quarter results this morning. Once the call is over, can you break down the results and provide some guidance as how you feel the stock will perform near term and longer. Would the stock make your list of top 5 growth stocks to own? If not, why not?

Q: Is SHOP a good buy now?

Q: I see the ZM trades at a decent valuation and has a fair bit of cash. P/B, P/S, and P/E are presently much cheaper than the past.
For a value investor, is ZM a decent investment? Morningstar labels is it with a Narrow moat, although it is rated a Hold. How competitive is the industry? With all that cash, could it not add on other areas of growth.
Technically it appears to have good support around $59.
Your thoughts?

Q: The word "Restructuring" always makes me nervous - "Raised guidance" soothes my nerves. What takeaways from this q1 are most important, most revealing of this company going forward ?

Q: I own this stock, have bought it at a low price so I'm still even on it. Don't need the cash but don't want a dog either. Do you think this has long term upside ? Buy, sell or hold ?

Q: Why is Datadog falling over the last couple of days? What's the longer term outlook for the company and the industry it serves? Is it a buy sell or hold? Thank you.

Q: QQQ is not a tech-ETF, yet is made up of mainly tech. Do you think QQQ is a better long-term investment than pure tech ETFs? Explain your reasoning.

Q: UBER Can I have your analysis on the report. Buying opportunity or hold ?