Investment Q&A

Q: Peter; I read your answers re DCBO but is there any news for the parabolic rise in last week or so. Getting scary - not complaining but wondering if there any rumours etc out there to account for the jump.Thanks Rod

Q: Could you please comment on their results and outlook?

Thanks,
Milan

Q: It appears that a potential US ban on TikTok, and MSFT's pursuit of TikTok, have impacted FSLY's recent share price because TikTok is such a large customer of theirs. Are there other factors driving down its market price at the moment? In light of all these factors do you rate FSLY sell, hold or buy at its current price for a 3-5 year horizon? I am not concerned about diversification or risk exposure in the rest of my portfolio. Thanks.

Q: DOCU has performed well for me this year, thank you for the pick. A fairly stiff sell-off today after reaching a new high this week. Is there any reason to prefer another of your top growth picks at this point? I also hold KXS currently.

Q: hello 5i:
recent discussion on Factor Investing on your Questions board. this item probably should be in the Blog section (not sure how many use it), so publish if you wish or think it adds value to the ETF discussion. Material is dated, but I have invested a portion of our portfolio in the suggestion, on this article in Seeking Alpha:
https://seekingalpha.com/article/4275985-beating-market-factor-etfs-simple-approach
thanks and hope this helps someone
Paul L

Q: Can I please get your thoughts about this this company? Is it a buy? Thank you.

Q: Hello 5i
Could I have your assessment of FOUR please. Thank you
Dave

Q: A fund manager on BNN gave these as top picks. i got the sense he knew what he was talking .please comment on ASML.in some detail
Also Costco briefly

Q: Market does not like the quarter at all. Would you buy here?

Thanks,

Alex

Q: good morning,

i have enjoyed a run up in both ROKU and Trade Desk and am thinking of selling and buying VEEV. Should I stay or should I go now?

as always, thanks

Q: Hi gang, would you buy intel for a 4-5 year hold? Is divided safe? Thanks. Alnoor

Q: Please comment on earnings

Q: Hello 5i,
What did AYX report that was so bad? Is a 20% price adjustment, in after hour session, in the normal range for a $11 b market cap? Should folks adjust growth expectations on this one? And finally, would you still see it as a hold for a growth pick in a tfsa after this report?
Many thanks,

Q: CSU's Q2 seems to be a miss, especially the EPS.
Please give your opinion on it and if it changes how you feel about the company.

Q: Can you compare Bigcommerce vs Shopify. Is this company a threat to SHOP and would you be buying BIGC even though it skyrocketed in its IPO today

Q: Hi. The last and only question I see on FVRR is from November 2019. At that time, you didn't seem too interested in it. If you were to re-evaluate them today, what would your opinion be? Thank you.

Q: With tdoc acquiring lvgo what is the best way to possibly play this merger would it be to buy tdoc which took a big haircut today and will both continue to trade or will lvgo eventually morph into a possible new company under tdoc with the big drop in tdoc would you buy now or wait for more details and the dust to settle
Thanks Greg

Q: Hi there,

What is your take on FSLY's results? Looks like its down quite a bit after hours. Would you consider it a buy, sell or hold?

Thanks!

Q: What are your thoughts on the recent Q2 results from ServiceNow? Do you consider the stock to be overpriced given the current valuation?

Q: It looks like the market likes the announced sale of Tucows TING mobile to DISH and the technology partnership between the two companies. I would love to hear your perspective with regards to what this deal means to Tucows long term.
- how big is TING mobile vs Ting Fiber vs Domain Names to the overall Tucows business?
- I thought Fiber was their future....does the partnership with DISH create new opportunities in mobile (either through technology partnerships with other mobile companies, or a large opportunity to grow with DISH)) for new avenues of growth or does it solve a problem they had with mobile that will allow them to focus more on their fiber business?
- I know nothing about DISH - are they a valuable partner?
- is TC a buy in your opinion?

Any colour you may add to this would be most welcome.

Cheers
Scott