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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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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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 $2,668.77)
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Enghouse Systems Limited (ENGH $18.72)
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Kinaxis Inc. (KXS $155.38)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $72.68)
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Absolute Software Corporation (ABST $15.20)
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Topicus.com Inc. (TOI $110.90)
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 $178.07)
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QUALCOMM Incorporated (QCOM $154.07)
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NXP Semiconductors N.V. (NXPI $230.70)
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
Q: How do the above two 3D print companies compare? Do you feel the 3D print sector is becoming a better area for investment after past hype? Is the industry experiencing higher, more stable growth than in the past? Any other companies you like in this sector. Dm for example.
Regards Greg
Regards Greg
Q: Have you considered doing a report on Topicus?
Q: Which of these two do you like more for growth?
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Roper Technologies Inc. (ROP $403.76)
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Constellation Software Inc. (CSU $2,668.77)
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Descartes Systems Group Inc. (The) (DSG $117.01)
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Berkshire Hathaway Inc. (BRK.B $485.39)
Q: Hello, is CSU still a buy at todays prices ? Or, is there a comparable company you would buy that maybe operates in a different sector but has the same or better growth possibilities ?
Q: At the price of just under $60.00 per share would you recommend to buy now or wait to see if there will be a dip in the price. Thanks again
Q: Seems like the stock is going to open much lower in reaction to their latest quarter. May you please comment on their quarter and is it a good entry point? I already hold some NVDA per your strong recommendation, but if I wanted to diversify in the sector.. would QCOM be your second recommendation as of today? Thank you !
Q: Hello Peter, with Alphabet's huge cash hoard and pressure on the company to control expenses, do you expect they might institute a dividend soon? Should they? Would the market reward that decision with a price increase, do you think?
Also, despite paying a premium of several extra dollars when I bought GOOGL (not GOOG) several years ago, I'm chagrined to see that my GOOGL shares now trade at several dollars less. Given that the GOOGL shares have voting rights that the GOOGs don't, I'm a bit puzzled. Do you think the old premium will return at some point?
Also, despite paying a premium of several extra dollars when I bought GOOGL (not GOOG) several years ago, I'm chagrined to see that my GOOGL shares now trade at several dollars less. Given that the GOOGL shares have voting rights that the GOOGs don't, I'm a bit puzzled. Do you think the old premium will return at some point?