Q: Do you have a view on this company. Many years ago in a previous job I dealt with them extensively but do not recall them pushing their public company status. My experince was they tended to regularly buy out rising competitors. Looking for analysis of the key metrics.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Do you have a preference here or do you prefer a different semi conductor ETF? Tha nks
Q: Looking to increase my American technology positions. I'm interested in taking a position in Adobe. What do you think the future holds for this company, short term, (1 year) and long term (5 years). I'm trying to decide between ADBE and MSFT. Which do you think is the best investment or would you buy both? Would they complement each other? Are there other U.S. tech. companies you like as well or better?
Q: I'm a big fan of tech.
NVDA was my first chips play. The semis look very cyclical.
So I almost have a double with NVDA.
Not sure whether to take some off, half off.
I don't think that this is going to do a SHOP or a TSLA.
Your thoughts please.
Mark
NVDA was my first chips play. The semis look very cyclical.
So I almost have a double with NVDA.
Not sure whether to take some off, half off.
I don't think that this is going to do a SHOP or a TSLA.
Your thoughts please.
Mark
Q: SHOP is almost 30% of this ETF now. Shouldn't the "manager" be adjusting the weightings of this Fund? I realize it's slim pickings in the Cdn Tech sector but the other holdings could be beefed up and SHOP could be shaved back a bit. With a bad Q, SHOP could drag this ETF thru the mud.
-
Applied Materials Inc. (AMAT)
-
Intel Corporation (INTC)
-
Advanced Micro Devices Inc. (AMD)
-
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: IWish to get a position in this area of the tech space,and would appreciate your input as to the best of the group.
Doug
Doug
Q: Hello 5i l read on moltey fool where bb & Amazon partnered up just wondering what you thought of this thx Kim
Q: I have neither Telaria or Rubicon Proj. but I would like to start a position. With the merger between them how would you play this? Buy both before the merger or buy one and why. What happens after the merger? Do you think the merger makes good sense ?
Thanks, Peter
Thanks, Peter
Q: What does the bought deal mean to the shareholders in short, medium and long term.
Clayton
Clayton
Q: Morning guys:
What are your thoughts of this name? Is it to late to start a position ?
Thank u
Mark
What are your thoughts of this name? Is it to late to start a position ?
Thank u
Mark
Q: Hi 5iR Team, Solar power generation, installation, technology, etc., anything to do with solar power, can you list a few Can/US notable companies for me? Thanks Team. Cheers, Chris
Q: I’m looking at starting a position in SYZ to go along my holdings of IBM and Cisco, can I have your thoughts?
Q: I have held Cisco for many a year and I am up. Lately it seems to going nowhere but it is a top pick for many. What are your thoughts. Would it be a sell and purchase ROKU.
As always,
Regards
As always,
Regards
Q: Your recent report on KXS notes that the expected F2020 revenue growth is 11.1% and a CIBC report forecasts revenue growth of 17% in F2021. Both these estimates are below the expected F2019 revenue growth of 26% and lower than the 22.4% forecasted annual growth rate (to 2022) of the SaaS application market in supply chain management. In such a competitive market, forecasts of declines in revenue growth and forecasted growth which is lower than the market’s growth are not ideal signs and something to monitor. Have you picked up any explanations for the decline in forecasted revenue growth in F2020 and the overall choppiness of revenue growth?
Q: what is your opinion of facedrive.
seems to be 90,000 ,000 shares outstanding, is that right
would you own it.
dave
seems to be 90,000 ,000 shares outstanding, is that right
would you own it.
dave
Q: Any thoughts on why this one is shit*%ng the proverbial bed after surprising to the upside? Like winning first prize but the reward is a kick in the groin.
Q: I have been watching AYX, NVDA and ROKU for a while, but haven't bought any of them yet. If you were to buy them today, please rank 1st, 2nd, and 3rd in the order that you would buy them.
According to RBC, ROKU has 118.1 M shares, and of that only 64.235 M are floating shares. The short interest is about 14% of the float. On Friday Feb 14th, the volume of shares traded was 63.1 M. That's 98.2% of the floating shares were traded. Can you help me understand what this information can tell you? On the surface every floating share was traded, but really some shares were traded multiple times throughout the day. When the volume of trading is this high compared to the float, what does this trading pattern indicate?
According to RBC, ROKU has 118.1 M shares, and of that only 64.235 M are floating shares. The short interest is about 14% of the float. On Friday Feb 14th, the volume of shares traded was 63.1 M. That's 98.2% of the floating shares were traded. Can you help me understand what this information can tell you? On the surface every floating share was traded, but really some shares were traded multiple times throughout the day. When the volume of trading is this high compared to the float, what does this trading pattern indicate?
Q: CSIQ is back on the top of its range, part of me want to sell as it has been cycling back from there a few times, and part wonders if this a start to a better story with renewables being in favor and making this a good growth story. what is your opinion? besides a hedge fund buying a position is there any othr worthy news? what are expected earnings?
Thank you.
Thank you.
Q: Your thoughts on company, management and space (no pun intended) please?
-
CGI Inc. Class A Subordinate Voting Shares (GIB.A)
-
Constellation Software Inc. (CSU)
-
Kinaxis Inc. (KXS)
-
The Trade Desk Inc. (TTD)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: I have a 4.5-5% weighting in all of these and they represent my tech holdings. Any need in your opinion to sell any of them in light of world news? Might LSPD as an example feel the impact of fewer restaurant goers? Would you sell any of these based on fundamentals to replace with something you prefer more?