I previously asked about DND and what a reasonable amount would be to pay over an IPO price of $7.50 (you said 25%). It's up quite a lot today $13.50-14 and I would like to ask whether 5i would view it as a buy, sell or hold at that price point? If it were in your growth portfolio would you take profit or let it roll? My take would be that KXS, DSG, SHOP etc would have all been terrible things to sell just because of a Day 1 pop after IPO which argues in favour of holding DND as well.
Q: At one time, Absolute Software was in one of the portfolios. Now it is hitting new highs every day on higher volume. I have held this one for a long time and wonder if it is prudent to add into this strength. I am concerned that if on-line learning is not in the cards for September that the stock will retreat back to the $11-12 range. The CEO is well respected. Your opinion appreciated and would you consider this one a good candidate to put back in perhaps the growth portfolio.
Q: It has been a while since a question on this company.
Are you in favour of initiating a position at this level. What are their growth prospects and current valuation. They seem
to be in the right area with very strong management.
Thanks for all you do!!
Q: Can you give a quick update of growth prospects and balance sheet situation for WDAY? Do you consider it a buy today as a long term investment for a young investor in a TFSA?
Q: I hope I'm not out of line asking this. But I've noticed that, while you seem to like Square, the lack of SQ appearing in your disclosures indicate that you don't own any.
What would be your reasons for not owning SQ? I'm thinking long term and see potential with Square's Cash App replacing consumer banking. Thanks again.
Q: Hi group here we go again - Tech stocks getting hammered - do you recommend selling (or buying more) on any or these recent high flyers KXS + Shop +Real+Visa Score + Docu and so on
Also can you recommend a silver stock that makes sense in this market Thanks for your guidance it really helps
Q: I rode this up and now it seems I’m riding it back down. I am planning on holding it but would like to hear your thoughts on it at this time. Should I cut losses and avoid more significant losses or hold for the ride? Thanks.
Q: Could you compare these two companies wrt management, growth, acquisition rationale and strategy, and moat. Would you consider VEEV a US version of CSU?
Thanks
Jeff
Q: Checked through the question/answers on this ETF and as it seems pretty slim in Canadian stocks can you suggest a US one?
Thanks for the great work you do!
B.
Q: I sent a question on Friday about DocuSign, but maybe it didn’t go through.
With some 70% market share, I know DocuSign is the clear leader in the e-signature business. But their long term play is their Agreement Cloud platform, which seems to be tackling everything that comes before and after the signing portion of a contract as well.
What’s your opinion of DocuSign in this area of the business for long term growth? Who are their competitors here and do you know their market share on this aspect? It’s not as obvious as just the e-signature business, perhaps because it’s still a new field.
Q: Hello, I have a small position in above 4 companies and would like to accumulate to ~ 5% on a market pull back. DSG, ENGH, KXS, OTEX
In terms of : PEG and P/E ratios, management, earnings growth , revenue going forward: say from 2019 to 2021E, and in the current work from home, e-commerce, cloud infrastructure, which one(s) offers the best return?
Also, could you comment on what these companies do? who do they help? small or large enterprises?
Thanks for all your help.
Carlo
This one has significantly underperformed the tech market. Is there something i am missing here - seems like a reasonably inexpensive tech stock, paying a dividend, and what seems like the right space. What am i missing here?
Q: SHOP has dropped quite sharply this afternoon. All I see that might explain this is a release about Adcore. Can you shed any light on this and what Adcore means to SHOP?
Q: Hi,
The company will be reporting second quarter results on August 5th. What are the expectations in terms of revenue etc? Also, is the stock a buy at these levels for a longer term time horizon?