Q: Why has CGY dropped in price recently and what is your opinion of the company in general?
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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: As always, thank you for your great service. Would you be a buyer at these levels or would you wait for a pullback. Looking at 5 year hold on this company.
Thanks
Thanks
Q: Could you please comment on their results?
Thanks,
Milan
Thanks,
Milan
Q: I hold a full position in Evertz currently. The headwinds for this company are related to the shut down of the filming industry. Do you see any optimistic signs for this company in the upcoming report or is the 2nd quarter release going to be much like the first?
Q: If you could only buy 1 position, would it be TTD or U?
Alternatively, would your preference be to exit a position in Facebook and buy both of these as TTD and Facebook are both driven by online advertising?
Alternatively, would your preference be to exit a position in Facebook and buy both of these as TTD and Facebook are both driven by online advertising?
Q: Hi, I was wondering what's your opinion with the deal between Amazon and Blackberry? Do you think Blackberry IVY could become a essential in the auto industry? This new platform seem to be the missing part for traditionnal OEM to be able to compete with Tesla, and it would be high margins and recurrent sales for multiple year for BB. Maybe also possibilities to expend this business outside auto market ? Do you suggest a buy for a long term perspective?
Q: I was looking at the PLTR income statement... the TTM R&D is massive at $500M (which is great - build that moat), but the selling and admin expenses is $1.2B... that seems extremely high. Why is it so high and is that a worry? Or do you view that as a positive? Not really sure how to interpret those expenses in general.
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Salesforce Inc. (CRM)
- Visa Inc. (V)
- JD.com Inc. (JD)
- JinkoSolar Holding Company Limited American Depositary Shares (each representing 4) (JKS)
- Fastly Inc. Class A (FSLY)
- Unity Software Inc. (U)
Q: Good morning 5i,
I am wondering if you think it is still reasonable to be selling covered calls and puts on tech stocks? Are the work from home stocks going to be declining because of the announcement of vacine? If you thing that is still a profitable avenue what stocks might you suggest these days for this strategy. Thanks for your help and all the best on your new venture.
I am wondering if you think it is still reasonable to be selling covered calls and puts on tech stocks? Are the work from home stocks going to be declining because of the announcement of vacine? If you thing that is still a profitable avenue what stocks might you suggest these days for this strategy. Thanks for your help and all the best on your new venture.
Q: I already own shares in all of these companies but I'm thinking of selling my MSFT due to a decent % held in also owned ETFs but also that I don't think it has as much growth in the next 1-2 years relative to the others. Thus I'm thinking of selling my MFST and putting the $ equally into the other three.
Am I correct in thinking there is more potential growth in U, NVDA and GOOG than in MSFT?
Cam
Am I correct in thinking there is more potential growth in U, NVDA and GOOG than in MSFT?
Cam
- Amazon.com Inc. (AMZN)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- MercadoLibre Inc. (MELI)
- JD.com Inc. (JD)
- Shopify Inc. Class A Subordinate (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Good morning
If I want to add to each of those positions which one would you chose considering actual valuation and future potential
Thanks
CDJ
If I want to add to each of those positions which one would you chose considering actual valuation and future potential
Thanks
CDJ
- NVIDIA Corporation (NVDA)
- AbbVie Inc. (ABBV)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- CrowdStrike Holdings Inc. (CRWD)
Q: If you had $75k US to deploy in a TFSA, what 5 US stocks would you consider given today's market & recent run up? Investor profile is Growth with a 5 year time horizon.
Thank you!
Thank you!
Q: Hi
I bought some DOCU stock just before the March lockdown and the stock is now up by 155 %. I want to know if you consider the stock a pure stay at home stock which will start underperforming once vaccines start to roll up and life gradually goes back to normal? EPS is in the negative sign which is not a good sign.
Or do you see the stock remaining sideways in the 220 $ range when the economy start back up and demand keep on growing?
Do you consider DOCU a good company (similar to MSFT for example) that is a long time hold?
Thanks
Kristelle
I bought some DOCU stock just before the March lockdown and the stock is now up by 155 %. I want to know if you consider the stock a pure stay at home stock which will start underperforming once vaccines start to roll up and life gradually goes back to normal? EPS is in the negative sign which is not a good sign.
Or do you see the stock remaining sideways in the 220 $ range when the economy start back up and demand keep on growing?
Do you consider DOCU a good company (similar to MSFT for example) that is a long time hold?
Thanks
Kristelle
Q: Hello Peter,
I have to choose between PHO and XBC for starting a new position. Which one would you recommend for the TFSA?
Also what do you think about replacing OTEX with the 2nd choice from above?
Appreciate your opinion as always.
Regards
I have to choose between PHO and XBC for starting a new position. Which one would you recommend for the TFSA?
Also what do you think about replacing OTEX with the 2nd choice from above?
Appreciate your opinion as always.
Regards
- PayPal Holdings Inc. (PYPL)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Block Inc. Class A (SQ)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hi,
If I wanted to do a comparison of LSPD to similar companies in the industry in which it operates, which ones would you consider?
Thanks,
If I wanted to do a comparison of LSPD to similar companies in the industry in which it operates, which ones would you consider?
Thanks,
Q: Do you still feel the same about Lemonade as you did in your response on Nov. 10th? It seems to continue to go up in price.
Thanks, Lesley
Thanks, Lesley
Q: Hi 5i Team,
Pls comment on Cloudera’s earning and outlook.
Do you like this company?
Thank you for your professional advice and excellent service.
Pls comment on Cloudera’s earning and outlook.
Do you like this company?
Thank you for your professional advice and excellent service.
Q: Hello 5i
I know you are generally cautious on IPOs but I would love to hear your thoughts on this one. The technology sounds very promising.
Thank you
Dave
I know you are generally cautious on IPOs but I would love to hear your thoughts on this one. The technology sounds very promising.
Thank you
Dave
Q: Hi 5i,
Could I please get your opinion as to the relative growth prospects of AT vs. REAL over the next 2 years assuming that life (hopefully...)normalizes somewhat, and the reasons for your conclusions including your assessment of the foreseeable risks each faces.
Thanks!
Peter
Could I please get your opinion as to the relative growth prospects of AT vs. REAL over the next 2 years assuming that life (hopefully...)normalizes somewhat, and the reasons for your conclusions including your assessment of the foreseeable risks each faces.
Thanks!
Peter
Q: Fubo Seems to be the current en vogue momentum stock - I was wondering if you would like to make any input on this stock.
- Microsoft Corporation (MSFT)
- Salesforce Inc. (CRM)
- Atlassian Corporation (TEAM)
- Slack Technologies Inc. Class A (WORK)
Q: Good Morning
Where does TEAM fit in after the Salesforce buyout of Slack? Are they now competitors along with Microsoft or are their offerings different and possibly a takeover target themselves?
Thank you
Where does TEAM fit in after the Salesforce buyout of Slack? Are they now competitors along with Microsoft or are their offerings different and possibly a takeover target themselves?
Thank you