Q: What is your view on Aspen (AZPN)
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Amazon.com Inc. (AMZN $210.14)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.18)
-
The Trade Desk Inc. (TTD $23.95)
-
Roku Inc. (ROKU $97.81)
-
Digital Turbine Inc. (APPS $3.14)
-
Unity Software Inc. (U $18.65)
Q: I own all of these high multiple tech stocks in low quantities in tfsas. No particular concern about timelines. Would you continue to advise holding all of them or would you suggest eliminating one or more for the other? Is there a simple way to compare?
-
Constellation Software Inc. (CSU $2,537.90)
-
Descartes Systems Group Inc. (The) (DSG $100.65)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.18)
Q: Hi 5i: I am considering getting back into some Canadian tech stocks. I would be pleased if you would provide me with your three best picks. A combination of cash on the balance sheet and moderate growth would be the criteria. I am a long term investor. Thank you always for providing great insights on investment decisions.
Docsinc
Docsinc
Q: Do you see any reason NVEI is up 10% today?
Thanks
Sheldon
Thanks
Sheldon
Q: What is your opinion on Sentinel's earnings? I already own CRWD, I'm thinking of starting a small position in S as well. What do you think? Better to own both, or just stick with CRWD, your favourite.
Thanks
Thanks
Q: Hi 5i Team, and would appreciate your analysis of the just posted results from SentinelOne. Also, do you see any endearing qualities or strengths to the business as a long term opportunity in the cybersecurity sector, and how would you rank it as a buy with respect to the larger well-known names in the sector. Thanks from an appreciative member.
Q: Thoughts on XIT?
Q: Seems like almost everyone thinks GOOG represents excellent value at current prices. Makes me wonder why it's not trading higher,
What is the bear case? -Earnings are a peak levels? Or is the risk, that it becomes a source of funds for other investments.
What is the bear case? -Earnings are a peak levels? Or is the risk, that it becomes a source of funds for other investments.
-
PRO Real Estate Investment Trust (PRV.UN $6.30)
-
Intel Corporation (INTC $44.01)
-
Microsoft Corporation (MSFT $383.00)
-
QUALCOMM Incorporated (QCOM $128.35)
-
Oracle Corporation (ORCL $154.34)
-
CI Financial Corp. (CIX $31.99)
-
Dream Office Real Estate Investment Trust (D.UN $15.69)
-
Whitecap Resources Inc. (WCP $14.56)
-
goeasy Ltd. (GSY $38.82)
-
Harvest Healthcare Leaders Income ETF (HHL $7.00)
-
MCAN Mortgage Corporation (MKP $22.34)
Q: Hi Peter
What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio
Thank you
Howard
What is your opinion on the following stocks as part of my income portfolio HHL,MKP ,PRV,CIX, WCP and GSY .
do you have any additional suggestions for high tech for an income portfolio
Thank you
Howard
Q: Hi 5i,
Can I please get your thoughts on ZBRA?
Are there any competitors that you think are better?
Is the valuation reasonable for 2% TFSA purchase?
thanks
Can I please get your thoughts on ZBRA?
Are there any competitors that you think are better?
Is the valuation reasonable for 2% TFSA purchase?
thanks
Q: You mentioned previously this is a hold and may not do much in the next year or two. Wouldn't this be dead money. Why not make it work somewhere else.
Q: Any concerns with the CFO Steven Gatoff leaving so suddenly.
Q: In spite of a pretty good valuation, a not-so-bad quarter, and good potential Acuity Ads still continues to drift lower. A previous question on this company indicated that there might be some concern over management - that they were not too impressive. Could you provide your opinion on management and if they have what it takes to turn this company around over the next couple of years. Thanks.
-
Palo Alto Networks Inc. (PANW $164.05)
-
Magnet Forensics Inc. Subordinate voting shares (MAGT $44.24)
Q: Is there a Palo Alto of Canada? Small cap, mid or large? Or would you stick with US names in this area?
Thanks.
Thanks.
-
Amazon.com Inc. (AMZN $210.14)
-
Meta Platforms Inc. (META $604.06)
-
Alphabet Inc. (GOOG $299.02)
-
Microsoft Corporation (MSFT $383.00)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.18)
-
Crocs Inc. (CROX $79.69)
-
Digital Turbine Inc. (APPS $3.14)
Q: Hi,
I'm looking for 5 or so US companies who will recover very quickly once we hit bottom. My plan is to do a little gambling and buy long term calls.
Thanks for all the help over the years.
Jerry
I'm looking for 5 or so US companies who will recover very quickly once we hit bottom. My plan is to do a little gambling and buy long term calls.
Thanks for all the help over the years.
Jerry
-
Alphabet Inc. (GOOG $299.02)
-
NVIDIA Corporation (NVDA $175.64)
-
Constellation Software Inc. (CSU $2,537.90)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $166.18)
Q: I have $35,000 CAD to invest in a non registered account. Can you suggest a couple of names worth looking at (US/Can)and why? I have a 7 year time horizon.
Thoughts on how you might deploy? Buy now, in thirds over the next few months or wait?
Thanks
Thoughts on how you might deploy? Buy now, in thirds over the next few months or wait?
Thanks
Q: Mid and Micro caps continue to be obliterated. How does this stack up against the Covid crash and 2008 crash? With EGLX, do you still like it future prospects? Does it have enough cash to survive?
Q: I'm trying to figure out why you were recommending Unity to your readers when it was most overvalued and now that it has fallen, you are less upbeat on the name. While hindsight is always 20-20, it seems to me that your views should have been reversed (discouraging readers from buying a stock that had popped up so much so quickly months ago but now perhaps being more interested in the name at this lower valuation). Do you feel that you were in error when you suggested this name as a pick? It was clearly too frothy over the last 6 months to one year when it was being recommended yet this did not factor into your comments it seems.
Q: I am not a crypto guy at all but cannot ignore the hype/craze. If I were to dip a toe in what would be a trustworthy (in relative terms) platform to get started with?
Q: I would appreciate your current analysis of this company.