Investment Q&A

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

Q: CRNC is having a big day! I bought some (not alot). I wouldn't mind buying more. First, what did you think of the results? Worth buying more or is it a sell after hitting targets?

Q: Good morning :
Please comment on earnings .
Thx
Mark

Q: Can you provide me with the sectors that 5i would put these stocks in. In your Growth portfolio you have SHOP in IT, but I was thinking it is more Consumer Disc, the same as AMZN.

Q: Can you please compare these two companies, which one you like more for 2-3 years growth?

Q: Hi 5i team,
I own MSFT and am following a potential TikTok deal. You mentioned in an answer that you think the odds of a deal are now lower, but anything is possible. That does not sound like high odds. Is that because Trump is looking for a payment to the Treasury for what he views as brokering a deal. Is this legal or does it matter with him? Or are there other reasons for lower odds. How would you place the odds at this point? It seems to have been awhile since MSFT was active in the M&A space.
Thanks again.
Dave