Q: I notice that although Dye and Durham is growing quickly, they seem to take on debt, unlike other acquisitive firms such as Enghouse or Constellation. It seems to me like quite a bit of debt for a company that has $20 million or so quarterly revenues. Can you comment on their level of debt as you see it and if this presents a medium-term risk to their strategy? Thanks.
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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.
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NVIDIA Corporation (NVDA $175.95)
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The Trade Desk Inc. (TTD $35.78)
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Roku Inc. (ROKU $108.42)
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CrowdStrike Holdings Inc. (CRWD $497.00)
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Digital Turbine Inc. (APPS $4.63)
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Unity Software Inc. (U $46.96)
Q: Hi,
I'm now down 25% on Unity. Is it time to run to something else?
If so, what 5 names would you recommend?
Thanks
I'm now down 25% on Unity. Is it time to run to something else?
If so, what 5 names would you recommend?
Thanks
Q: Have followed WPRT for years and understand your feelings on it. Recently they seemed to have started a comeback, with their engine’s adaptable to hydrogen and the large truck orders with Amazon and working on research with Scania. Do you think there is hope and might it be a decent speculative buy?
Thanks again for your wisdom and help keeping me on track.
John
Thanks again for your wisdom and help keeping me on track.
John
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.32)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $123.45)
Q: Hi,
What price would you recommend to buy and sell LSPD, NEVI and TOI?
Thank you.
What price would you recommend to buy and sell LSPD, NEVI and TOI?
Thank you.
Q: Hi 5i group,
I bought ENGH back in November 2020 and it’s been on a downward trend. Can you give me you opinion on the company and should I hold to to it or just take my 4% loss and put that money to better use.
Thanks
Joe F
I bought ENGH back in November 2020 and it’s been on a downward trend. Can you give me you opinion on the company and should I hold to to it or just take my 4% loss and put that money to better use.
Thanks
Joe F
Q: Hi 5i,
Dynatrace posted a good earning last week and seems to have come out of the breakout price. Can you provide your assessment on the stock valuation and future potential.
Best Regards
Dynatrace posted a good earning last week and seems to have come out of the breakout price. Can you provide your assessment on the stock valuation and future potential.
Best Regards
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Sangoma Technologies Corporation (STC $7.30)
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Descartes Systems Group Inc. (The) (DSG $124.90)
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Kinaxis Inc. (KXS $173.00)
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Topicus.com Inc. (TOI $123.45)
Q: Hi,
Can you please suggest 2-4 stocks in the Canada Tech industry in the short to mid-term?
Can you please suggest 2-4 stocks in the Canada Tech industry in the short to mid-term?
Q: I purchased SPLK back in Sept. 2020 and am down 20%. I know that there is an impending class action lawsuit against them and want to know, should I hold or move on and place the money in another similar stock that you would recommend ? Thanks
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Nuvei Corporation Subordinate Voting Shares (quoted in US funds) (NVEI.U $125.39)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: Can you please comment on NVEI preliminary results. Thanks
Q: Just your general thoughts on DND's recent Australian deal? Thanks as always for your great service.
robert
robert
Q: Hello 5I team: I own cerence (thanks to your recommendation investor suite) wondering about you outlook with alexa and siri pushing in the space,They(crnc) seem miles ahead with world wide acceptence .Have a overweight position. Trim weighting or run for a few more quarters?
Thanks Mike
Thanks Mike
Q: MGNI- another home run for your team. Well done and thx. Do you like the deal?
I had not bought twst yet. Do you like the entry point after the drop on reporting?
Thx as always
Brian
I had not bought twst yet. Do you like the entry point after the drop on reporting?
Thx as always
Brian
Q: What is your long term view of Converge Technology? Thanks
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Constellation Software Inc. (CSU $3,275.49)
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Enghouse Systems Limited (ENGH $19.99)
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Kinaxis Inc. (KXS $173.00)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $79.82)
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Absolute Software Corporation (ABST $15.20)
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Topicus.com Inc. (TOI $123.45)
Q: Hi Peter, Ryan, and Team,
This is a two-part question, so please feel free to deduct enough credits.
(1) In Portfolio Analytics, is it appropriate to enter zero for the cost basis? After all, we didn't pay anything for these shares. (Thank you 5i)
(2) In our combined accounts, prior to the spin-out, we were already overweight in Technology, holding ABST, CSU, ENGH, XIT, and KXS. In order to balance our accounts, what, if anything, would you recommend we do? It would be costly to reduce all the holdings which I'm reluctant to do.
Thanks in advance for your valued advice and opinion.
This is a two-part question, so please feel free to deduct enough credits.
(1) In Portfolio Analytics, is it appropriate to enter zero for the cost basis? After all, we didn't pay anything for these shares. (Thank you 5i)
(2) In our combined accounts, prior to the spin-out, we were already overweight in Technology, holding ABST, CSU, ENGH, XIT, and KXS. In order to balance our accounts, what, if anything, would you recommend we do? It would be costly to reduce all the holdings which I'm reluctant to do.
Thanks in advance for your valued advice and opinion.
Q: Good afternoon 5i Team!
I would like to get your opinion on Mitek versus Crowdstrike. If you were to purchase one of these today for a one-year hold, which would you prefer?
Thank you.
Brad
I would like to get your opinion on Mitek versus Crowdstrike. If you were to purchase one of these today for a one-year hold, which would you prefer?
Thank you.
Brad
Q: I never own CSU before but with TOI is being published. Would you recommend to own TOI for 10% of the portfolio?
Thank you,
Thank you,
Q: Hello 5i team,
Now that TOI is trading: could you compare CSU and TOI valuation in terms of p/e, p/s, debt/equity, p/editda multiple? Are these about right according to your expectations? If not, what would you expect?
Thank you for your collaboration, Eric
Now that TOI is trading: could you compare CSU and TOI valuation in terms of p/e, p/s, debt/equity, p/editda multiple? Are these about right according to your expectations? If not, what would you expect?
Thank you for your collaboration, Eric
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NVIDIA Corporation (NVDA $175.95)
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QUALCOMM Incorporated (QCOM $177.34)
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NXP Semiconductors N.V. (NXPI $229.67)
Q: Hi,
Can you please tell me which companies make EV chips?
Thank you.
Can you please tell me which companies make EV chips?
Thank you.
Q: I've been eyeing qcom for a bit. Given today's drop, what would be a good entry point?
Q: Your thoughts on earnings, outlook and stock going forward. Thanks