Q: if not asked already, SHOP comments and views on results
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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 5i Team - Having just read an article in the Star about the renewed potential for fuel cell powered vehicles am just wondering what your opinion on this would be especially given the great need to reduce greenhouse gases. Also are there any specific companies in this field that you think might do well over the next three to five years. Thank you.
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NVIDIA Corporation (NVDA)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Block Inc. Class A (SQ)
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Atlassian Corporation (TEAM)
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The Trade Desk Inc. (TTD)
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Alteryx Inc. Class A (AYX)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Good morning team 5i
All of these stocks are down. Setting aside sector weights and realizing I am asking for a "crystal ball" answer, which of the above do you think has the quickest (6 months to a year) upside? I have a bit of cash for this specific exercise. Much thanks as usual for all you do!
All of these stocks are down. Setting aside sector weights and realizing I am asking for a "crystal ball" answer, which of the above do you think has the quickest (6 months to a year) upside? I have a bit of cash for this specific exercise. Much thanks as usual for all you do!
Q: Would appreciate your comments on the awarding of the JEDI contract to Microsoft.
Thanks
Bob Rose
Thanks
Bob Rose
Q: comments please on the CLS quarter out today? Thx
Q: SEDG keeps going up and I wonder if you can see anything specific that might explain it. There seems to be a lot of enthusiasm for this company but I've seen enthusiasm switch to disappointment pretty quick in the past. Any rumours of a buyout maybe? Sell before or after earnings?
Q: Any thoughts why Sangoma still trades less than 1X revenues (on forward guidance) despite having almost half of its revenues recurring. The Company has grown a lot and Management has a history of making good acquisitions. Do you think the stock is due for a re-rating more inline with its peers?
Q: Can you please comment on earnings? Would you add on the weakness (3,5% position currently?
Thanks
Karim from Montréal.
Thanks
Karim from Montréal.
Q: Any idea what is causing the move today? Thank-you.
Q: What’s your long term view of CRM please?
Thank you ,
Rick
Thank you ,
Rick
Q: Three months ago a .20 EPS quarter sent GSB to the $14's. Today, a .19 EPS quarter sent GSB to the $9's. Sales are up from last year, Gross Margin is up from last year, Costs are coming down, EPS is up over last year. They have zero debt, $13M in the bank, excellent FCF and high insider ownership. I can't see a problem with this company at all. Is the drop a "sell on news" story. The stock can be volatile and is a small cap security. Is it buyable in your opinion at these levels?
Q: What was the reason for the big drop in AYX yesterday?
Thanks.
Donna
Thanks.
Donna
Q: Tech stocks have taken a beating over the last two months, due to high valuations and a shift to value stocks. Do you foresee a continuation of this trend into tax loss selling season and further drops, then finally bottoming out into the new year, or are we now dealing with just normal volatility?
Q: Hello,
I am about 3% light in the tech sector as per 5i suggested allocation. I presently have DSG, SYZ, ABT, PHO, LSPD, & OTEX as technology holdings. Would adding ET be OK for income and a little growth.
Thanks
I am about 3% light in the tech sector as per 5i suggested allocation. I presently have DSG, SYZ, ABT, PHO, LSPD, & OTEX as technology holdings. Would adding ET be OK for income and a little growth.
Thanks
Q: Which of these do you think is less economically sensitive? Which one would you prefer?
Q: Hello,
I have held SMAR and is underwater, would it make sense to switch to AYX or do you have a better suggestion. Between SMAR and AYX which company is less expensive and has better growth?
Thanks
Victor
I have held SMAR and is underwater, would it make sense to switch to AYX or do you have a better suggestion. Between SMAR and AYX which company is less expensive and has better growth?
Thanks
Victor
Q: Concerning the 4 stocks that I own above - are they all cut from the same mold? It seems these and others in the same category are all down between 20 and 30% in the last 3 months according to the information Globe Investor supplies me. Is this the cause of investors panicking or is it something else? I watch BNN all the time and have heard things such as the S&P will be down another 10% within the next 6 months. Thank you. Dennis
Q: What is 5i's opinion of Sangoma's Q4 and fiscal 2019 results and the major acquisition just announced? With the acquisition Sangoma's recurring revenues is 45% of total sales. You it be fair that a Company of this size now trade at a sales multiple greater than 1 when a good portion of revenues are recurring?
Q: starting to get our toe wet with this one. do you think it will drift lower with tax loss selling. when do they report and what is expected?
Q: OTEX dropped $2.07 today to $51.60 on huge vol of 1.1m(av 604k)of which 877k is sell transactions.After market close,it denies rumoured acquisition of Micro Focus.Ever since reaching a $58.65 H in July,it declined & trade in a range of some $55- $50.It reports on Oct 31.Any news on the drop.What are the expectations of Rev & Eps for coming Q.Is this a good time tostart a position? Thanks for u usual great services & views