Q: Featured on Mad Money. Sounded compelling and certainly on the cutting edge of what I think will be a growing market. Would you buy here and do you like the stock?
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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: Just wondering what the expectations are for AYX next quarter. Looking at the past few quarters, the year over year comparison is going to be tough, given that last year's revenues almost doubled; December 2018. I never did figure out how much of this is related to changes in accounting standards for recognizing revenue. Any comments appreciated.
Q: This name came up last week. I was interested in it but didn’t buy it because I was worried that smart TVs would make the Roku devices unnecessary. Is that not a concern? I see that Roku also now sells smart TVs so perhaps that’s the answer. Also, how does one know when a stock like this has become over valued? How much run way do you see in this name for future appreciation? Thanks as always.
Jason
Jason
Q: Could you please comment on continuing to hold PINS? I'm at a loss currently but it is in registered account so no tax benefit of selling. Revenue growth looks intact but not sure about valuation/cash flow metrics.
Q: Hello,
Looking for recommendations of tech and ‘toll’ companies that pay a good, well covered dividend of >3% from cash flows, low debt. Obviously, SYZ and the telecos fit depending on how you look at debt.
Any recommendations either in Canada or the US?
Thanks!
Derek
Looking for recommendations of tech and ‘toll’ companies that pay a good, well covered dividend of >3% from cash flows, low debt. Obviously, SYZ and the telecos fit depending on how you look at debt.
Any recommendations either in Canada or the US?
Thanks!
Derek
Q: How do you think on CSCOs latest's earnings,? Would you start a position on it today when the price dipped a lot? Thanks!
Q: Hi Team,
Could you tell us why TTD has been up more than $35 in a week? I didn't see any news after the earnings report. Do you think it's still a good hold here or trim ?
Thanks!
Could you tell us why TTD has been up more than $35 in a week? I didn't see any news after the earnings report. Do you think it's still a good hold here or trim ?
Thanks!
Q: When do they report? Are there any expectations?
Q: What is 5i's opinion on Quorum's Q3 results and how does it compare to analyst expectations?
Q: Please comment on Q1.
Q: What does 5i think about Avante's big deal today and just as important FairFax Holdings major investment into the Company? Seems very positive and adds scale to the Company.
Q: Hi,
Could you comment on pivot's latest results ?
Thanks
Could you comment on pivot's latest results ?
Thanks
Q: Hi Guys
Could you guess what sleeping 5G co. will benefit from the roll out
Bob
Could you guess what sleeping 5G co. will benefit from the roll out
Bob
Q: Could you provide your opinion on PFPT Would you be comfortable buying at today's price? Thanks Claude
Q: ayx,amt,pypl,sq,uber,xyl.All US and my looser which one or all I should sell.I know they are all US but need help only because of tax time,highly appreciated.IF possible.
Q: The Globe and Mail had a big story on SHOP and primarily about its valuation. The gist of the story was it may be over-priced and it will be hard for future growth to justify its valuation. What is your take on the article?
Q: To add to a portfolio would you buy OTEX today or would you wait to see where it settles?
Thanks
Sheldon
Thanks
Sheldon
Q: Hello. I'm currently sitting on a loss with ILMN and you've mentioned a few times in recent months that it will likely take some time to recover. I'm wondering if it might be a good idea to move the money into some other businesses that are likely to grow faster than the rate at which ILMN recovers.
Sector differences aside, would you recommend any of the following as good candidates for this?
AMZN
FB
PYPL
None of the above (i.e. You expect ILMN to recover faster than the growth in any of the above.)
Thank you!
Sector differences aside, would you recommend any of the following as good candidates for this?
AMZN
FB
PYPL
None of the above (i.e. You expect ILMN to recover faster than the growth in any of the above.)
Thank you!
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Home Depot Inc. (The) (HD)
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Lowe's Companies Inc. (LOW)
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Atlassian Corporation (TEAM)
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Advanced Micro Devices Inc. (AMD)
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The Trade Desk Inc. (TTD)
Q: I've been active in DIY investing for 7 years. Have chosen only CDN listed stocks and, with 5i's help, have been reasonably satisfied with returns over that period. However, despite my stubborn resistance to the US, I cannot continue to ignore that market. So I have 5 forced-choice questions for you. I will invest in 5 of the 11 listed. I'd like your opinion about which one in each group to invest. These are LT holds (5+ years). I'm not expecting a detailed rationale, but would appreciate knowing if your preferences are strong. Or not. Thanks!
GOOG vs. AMZN
HD vs. LOW
AMD vs. NVDA
AAPL vs. MSFT
AYX vs. TTD vs. TEAM
GOOG vs. AMZN
HD vs. LOW
AMD vs. NVDA
AAPL vs. MSFT
AYX vs. TTD vs. TEAM
Q: Over the past 2 months or so SHOP, TTD and MDB are down substantially. All have had earnings events and that did not have a positive impact on share price
I know at this point the horses have left the barn,but as portfolio managers what do you recommend we do with these lagging names and why?
Thank you
Sheldon
I know at this point the horses have left the barn,but as portfolio managers what do you recommend we do with these lagging names and why?
Thank you
Sheldon