Q: Dear 5i Team: This stock, since interview with its CEO on Mad Money with Jim Cramer, continues to rocket higher. Could a small position in this innovative company be worthwhile? Thanks so much.
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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: Hi 5iR team,
Piggybacking on a question asked on Nov 10 about their recent quarterly results.
Do you have any concerns over yet another financing from DND? (the financing release came out Nov 11 after the question was asked).
They just completed one in Sept for $50 mil and now another one for $175 mil. I assume this is targeted for future acquisitions....but never assume. ;)
I do like the cloud space and they are targeted for 60+% growth next quarter so that appears attractive.
I did initiate a 1/4 position @ $21.75 and plan to do so each quarter if the Q looks good...and if it is still on your 'good' list.
Cheers,
SteveMc
Piggybacking on a question asked on Nov 10 about their recent quarterly results.
Do you have any concerns over yet another financing from DND? (the financing release came out Nov 11 after the question was asked).
They just completed one in Sept for $50 mil and now another one for $175 mil. I assume this is targeted for future acquisitions....but never assume. ;)
I do like the cloud space and they are targeted for 60+% growth next quarter so that appears attractive.
I did initiate a 1/4 position @ $21.75 and plan to do so each quarter if the Q looks good...and if it is still on your 'good' list.
Cheers,
SteveMc
Q: latest results looked good- but if they are losing money why declare a dividend? is the latest equity raise a game changer- very large infux of cash. at $20 how does its valuation compare to similar companies- thks
- Lam Research Corporation (LRCX)
- Micron Technology Inc. (MU)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Advanced Micro Devices Inc. (AMD)
- Lattice Semiconductor Corporation (LSCC)
- Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: Hi,
I hold a 2.5% position in NVDA after selling half to lock in my original costs. I'd like to pick up another high growth chip maker/developer/fabricator, and the listed companies are on my watch list. Ideally the company would have a great balance sheet (net cash), a pipeline of great products and great opportunity for growth - no dividend needed. Can you endorse one or two and/or recommend something not on the list?
Cam
I hold a 2.5% position in NVDA after selling half to lock in my original costs. I'd like to pick up another high growth chip maker/developer/fabricator, and the listed companies are on my watch list. Ideally the company would have a great balance sheet (net cash), a pipeline of great products and great opportunity for growth - no dividend needed. Can you endorse one or two and/or recommend something not on the list?
Cam
Q: Hi, Could you please comment on PLTR earnings and why did 5iresearch invest in it ? thanks
Q: Would be interested in your assessment of the recent quarter. Things looks to be shaping up for a strong 2021. Appreciate any views or comments.
Thanks
Sal
Thanks
Sal
Q: Can I please have your comments on CGI's recently announced earnings. I am a long time owner of this stock. Is it worth keeping? Thank You.
Q: Hi gang, would you put any money on any one of this 2. ? And if you had to buy only one which one would you buy today for 2-3 years hold.and why? Thanks. Alnoor
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Enghouse Systems Limited (ENGH)
- Kinaxis Inc. (KXS)
Q: Hi 5iR Team,
Ok, this is a three horse race between KXS, ENGH and GIB. 5iR what do you think the bookies odds are on these horses as they approach the gate. Is one is a dark horse? Will they go neck and neck down to the wire, a photo finish? Perhaps one of them just can't go the distance while another hits their stride? In other words 5iR how do you see the race going and which horse would you bet on to win or is it an each way bet (bet on all three) ? Thanks 5iR Cheers
Ok, this is a three horse race between KXS, ENGH and GIB. 5iR what do you think the bookies odds are on these horses as they approach the gate. Is one is a dark horse? Will they go neck and neck down to the wire, a photo finish? Perhaps one of them just can't go the distance while another hits their stride? In other words 5iR how do you see the race going and which horse would you bet on to win or is it an each way bet (bet on all three) ? Thanks 5iR Cheers
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Atlassian Corporation (TEAM)
- The Trade Desk Inc. (TTD)
Q: I have to add US tech exposure (missed the boat) and only 4 percent which translates to $350,000. I already have 60 holding (total portfolio) which is already high but I’m ok with it given the size of my portfolio. Which would you pick? Should I just buy all 4 at 1 percent holding increasing to 64 holdings or pick just 1 or 2?
- PayPal Holdings Inc. (PYPL)
- Salesforce Inc. (CRM)
- Kinaxis Inc. (KXS)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
- CrowdStrike Holdings Inc. (CRWD)
Q: I try to buy best in breed companies or leaders in each sector/industry with the goal of holding for the long term. With the current sell off in high growth tech stocks my buy price alerts in the above companies are starting to get triggered. During times when we get a market sell off or sector rotation, as we may be getting over the next few days or weeks, I like to only buy one or 2 positions per day in order to keep some powder dry if the sell offs continue. If I don't hold positions in any can you rank in order of what you would buy first to last and please feel free to add other companies to this list you feel are good buys. Thanks for all your help.
Q: Hello 5i team,
I have become interested in buying a small position in this company. It missed expectations this quarter and dropped to $94 but seems to be quickly regaining its momentum. What is your opinion of this company for a long term hold? Does it have a lot of debt?
Thank you for your help,
Jane
I have become interested in buying a small position in this company. It missed expectations this quarter and dropped to $94 but seems to be quickly regaining its momentum. What is your opinion of this company for a long term hold? Does it have a lot of debt?
Thank you for your help,
Jane
Q: Would appreciate your analysis of their just released Q3 results. At first glance, they look pretty solid.
Q: Any news for the big price drop on Tuesday ? How would the acquisition of FORMETRIS affect DCBO financial ? Is it a buy now ? I appreciate your excellent service. Thanks.
Q: Apple's new Macs will be using its own in house processor chips.What effect will it have AMD?Any reason for AMD's recent weakness. Your opinion on purchase of Xillin Sense that the market is not that receiptive.Txs for u usual great services & views
Q: What are your thoughts on Pivotree?
Q: Your comments on its quarterly results reported today. Is it a good time to invest in this company or is it still too early and better to wait for another one or two quarters.
Thank you. Ian
Thank you. Ian
Q: Is Slack a good investment?
Q: Regarding KXS's drop, this seems like it could be an oppurtune time to add to an existing position? Nothing has actually changed with the company right (besides an investor shift from tech stocks)? Or would you wait and see if there are more declines?
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Twilio Inc. Class A (TWLO)
- ServiceNow Inc. (NOW)
- Roku Inc. (ROKU)
- Avalara Inc. (AVLR)
- CrowdStrike Holdings Inc. (CRWD)
- Cloudflare Inc. Class A (NET)
Q: With recent vaccine development and big price drop on Monday , I am wondering what stocks are good to buy . Can you please rank them according to potential. Thanks a million.