Q: Hi, Could you please post Quarterly Earning estimates for Constellation Software and Kinaxis
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Would you buy BBTV today for long term hold like LSPD? It dropped below ipo price, it trades at 14.75 right now.
Q: Can you explain briefly why you think KXS is a good company for the long term.
Does it provide a service with a good moat?
Thanks, Peter
Does it provide a service with a good moat?
Thanks, Peter
Q: Hi group still agonizing over keeping or selling this stock before results for 3 rd quarter are posted next week Nov 3. Looks like lots of insider trading (can you confirm?) the stock came off significantly over the last month . Looks fishy to me that there is some information out there that we as shareholders do not have (hence the question on insider trading) - please comment. My second question is on LSPS I sold at $46.50 Cad and am waiting to get back in - do you see the stock dropping below $40 is this environment or will it hold - should I buy sooner rather than later I am a moderate risk investors . Thanks for your guidance.
Q: Hi 5i team,
This morning AMD announced its long rumoured takeover offer for XLNX. XLNX shareholders get 1.7 shares of AMD. CNBC reports it as a valuing XLNX at $143 per share, although AMD is under some pressure in the pre-market. I assume the long closing date of end 2021 is also a drag on XLNX upside. I may or may not hold onto XLNX. Is AMD a good buy here, with some pressure on it, in the fight against INTC or are there better growth candidates in the chip sector?
Thanks again for the insight.
Dave
This morning AMD announced its long rumoured takeover offer for XLNX. XLNX shareholders get 1.7 shares of AMD. CNBC reports it as a valuing XLNX at $143 per share, although AMD is under some pressure in the pre-market. I assume the long closing date of end 2021 is also a drag on XLNX upside. I may or may not hold onto XLNX. Is AMD a good buy here, with some pressure on it, in the fight against INTC or are there better growth candidates in the chip sector?
Thanks again for the insight.
Dave
Q: Would you buy CSU or OTEX or a bit of both and explain briefly why? Long term hold in registered account.
Q: OTEX appears to be going nowhere. in-fact it is down YTD. If I sell what CDN tech stocks would you recommend that I consider instead
Q: After the announced AMD takeover would you suggest selling now or hold on in a margin account? At what price point a sale would represent fair value? In general, i have not been able to figure out a selling price for any candidate that has been bought either for cash or a combination of stock and cash. How do you calculate that?
Regards
Regards
Q: Can you comment on signifiance of deal signed with TikTok. What does it mean going forward.
Q: Hi,
When the Topicus shares become available for purchase, do you recommend them as a buy? Or wait and see?
Thanks
When the Topicus shares become available for purchase, do you recommend them as a buy? Or wait and see?
Thanks
Q: PROOFPOINT: Would appreciate your opinion on this company .
John
John
Q: What are your thoughts about Lemonade company.
Q: I currently hold small positions, about 1%, of each of these stocks. Are they similar enough to consider consolidating into one holding? Which one would provide the better growth opportunity going forward?
Q: Limelight dropped 30% on Friday after reporting. What do you think of the future here.
Thank You
Peter
Thank You
Peter
Q: Hi,
I hold SHOP. Recent write ups on the company reflects a very pessimistic view towards the stock based on valuation and its future growth.
I agree with the thesis that it’s worth paying more for good companies that are growing.
What is your view on SHOP as a growth stock for now and the future, 3-5 years .
Thanks,
I hold SHOP. Recent write ups on the company reflects a very pessimistic view towards the stock based on valuation and its future growth.
I agree with the thesis that it’s worth paying more for good companies that are growing.
What is your view on SHOP as a growth stock for now and the future, 3-5 years .
Thanks,
Q: I bought INTC at $49.00. They just announced results that were disappointing. Would you recommend I sell and move into another tech stock? Which one would you recommend. Thanks
Q: Anything doing with Enghouse today?
Tech market seems benign, if not slightly positive today, yet ENGH is down 5%.
This despite two positive PRs today, especially from it's Locus Division which announced a $55M contract - a company acquired for less than $15M.
What give in this unusual movement.?
Tech market seems benign, if not slightly positive today, yet ENGH is down 5%.
This despite two positive PRs today, especially from it's Locus Division which announced a $55M contract - a company acquired for less than $15M.
What give in this unusual movement.?
Q: Good morning: since your last comment on Enphase the company has dropped quite significantly. I only bought in a week ago, so wondering if I should continue to hold or should take the loss. Thanks for your comments.
Q: Who would be the main competitor to dnd, and how does dnd stack up to this company
Thanks
Thanks
Q: Hello can you please tell me level of debt? Insider ownership?
How does their offering differ from Teladoc? Are they currently limited to US? Google invested $100,000,000 will their be integration with Google and and various entities going forward?
How does their offering differ from Teladoc? Are they currently limited to US? Google invested $100,000,000 will their be integration with Google and and various entities going forward?