Q: Would like your opinion of Paysign before I buy, please.
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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: Hello,
With the proposed acquisition of Cypress Semi, do you recommend selling at current market price and moving on, or holding on for a competitive bid.
If moving on, can you recommend a few small cap replacements in the same industry in the US.
Thanks,
With the proposed acquisition of Cypress Semi, do you recommend selling at current market price and moving on, or holding on for a competitive bid.
If moving on, can you recommend a few small cap replacements in the same industry in the US.
Thanks,
Q: Good Morning,
Just wondering why 5i is so confident about AYX and would you suggest it's a reasonable time to buy?
I'm thinking abut adding more to my position, but all of the stock information I have access to through TD WebBroker suggests that it is highly over-valued with lots of insider selling. Thompson Reuters gives it an overall score of 2, but momentum is rated 10.
Thanks,
Brad
Just wondering why 5i is so confident about AYX and would you suggest it's a reasonable time to buy?
I'm thinking abut adding more to my position, but all of the stock information I have access to through TD WebBroker suggests that it is highly over-valued with lots of insider selling. Thompson Reuters gives it an overall score of 2, but momentum is rated 10.
Thanks,
Brad
Q: Good Morning,
Just wondering what you think of the Drone Delivery deal with Air Canada? I made a few dollars on this a year or so ago by selling when the price spiked, but this news seems especially promising for a sustainable upward trend. Of course, this is a highly speculative stock given they are pre-revenue, but it seems like drone transportation is something to seriously consider with AC getting involved. Thanks.
Just wondering what you think of the Drone Delivery deal with Air Canada? I made a few dollars on this a year or so ago by selling when the price spiked, but this news seems especially promising for a sustainable upward trend. Of course, this is a highly speculative stock given they are pre-revenue, but it seems like drone transportation is something to seriously consider with AC getting involved. Thanks.
Q: How significant is the US antitrust issue for Google and Amazon?
- Micron Technology Inc. (MU)
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Alteryx Inc. Class A (AYX)
Q: Thinking of 3-4 year play in some combination of this group. Risk is not the primary concern. Is this a viable strategy for a small portfolio segregated from other assets? What combination, if any, would you recommend? AYX momentum seems to be slowing. Is that a concern from your perspective?
Q: I bought NVDA a year ago at a 3% investment. I am now down to 1.5%. Hold, sell, top back up? I do have some cash to do so. This is in my TFSA. I am ok for a 5 year hold.
Q: Does Baylin's opportunity in 5G make the company a good buy today?
Q: Hi 5i team,
There are no questions on SGMS (Scientific Games) to date so I'll be the first. :)
Was watching BNN today and a guest talked about Pollard Banknote (PBL) which I have on my watchlist...it is a thin trader so I have to be patient to accumulate. He also indicated PBL has about 20% market share (of instant lottery tickets) but SGMS has about 70% market share. The latter comment got my attention.
Wrt SGMS, from your web site Companies page, the QTR1 and QTR2 estimates have really come down in the last 30-90 day period and thus so has the FY1 (12/19) estimate. Can you explain why these numbers have been reduced so much from 60 days ago? Was their prior quarter a huge miss and thus analysts readjusted their expectations?
The only negatives I could see from their last released Q4 and FY18 report was "Net cash (used in) provided by operating activities decreased to ($9.8) million from $118.1 million in the year ago period, driven primarily by making a $151.5 million payment to resolve the Shuffle Tech legal matter." and "Net loss was $352.4 million compared to a net loss of $242.3 million a year ago, driven by $253.4 million in restructuring and other charges primarily consisting of the $151.5 million payment to resolve the Shuffle Tech legal matter and $27.5 million for contingent consideration associated with the higher-than-expected results from the 2017 acquisition of Spicerack."
There is also now quite an EPS increase expected in 2020, again from the 5i Companies page. Does this seem like a good buying opportunity given the FY2(12/20) expectations vs FY1(12/19)? (I get a mixed message from their key ratios from the 5i Companies page.)
I see the stock popped 8% today (6/3) albeit it has gone from $60 to $20 since May 2018...so quite the drop.
How would you rate SGMS vs PBL within this industry?
Are SGMS's troubles now behind it? Or is it basically a show me story now to get back investors confidence?
Is one a buy vs the other in a diversified portfolio?
Cheers,
Steve in Ottawa
There are no questions on SGMS (Scientific Games) to date so I'll be the first. :)
Was watching BNN today and a guest talked about Pollard Banknote (PBL) which I have on my watchlist...it is a thin trader so I have to be patient to accumulate. He also indicated PBL has about 20% market share (of instant lottery tickets) but SGMS has about 70% market share. The latter comment got my attention.
Wrt SGMS, from your web site Companies page, the QTR1 and QTR2 estimates have really come down in the last 30-90 day period and thus so has the FY1 (12/19) estimate. Can you explain why these numbers have been reduced so much from 60 days ago? Was their prior quarter a huge miss and thus analysts readjusted their expectations?
The only negatives I could see from their last released Q4 and FY18 report was "Net cash (used in) provided by operating activities decreased to ($9.8) million from $118.1 million in the year ago period, driven primarily by making a $151.5 million payment to resolve the Shuffle Tech legal matter." and "Net loss was $352.4 million compared to a net loss of $242.3 million a year ago, driven by $253.4 million in restructuring and other charges primarily consisting of the $151.5 million payment to resolve the Shuffle Tech legal matter and $27.5 million for contingent consideration associated with the higher-than-expected results from the 2017 acquisition of Spicerack."
There is also now quite an EPS increase expected in 2020, again from the 5i Companies page. Does this seem like a good buying opportunity given the FY2(12/20) expectations vs FY1(12/19)? (I get a mixed message from their key ratios from the 5i Companies page.)
I see the stock popped 8% today (6/3) albeit it has gone from $60 to $20 since May 2018...so quite the drop.
How would you rate SGMS vs PBL within this industry?
Are SGMS's troubles now behind it? Or is it basically a show me story now to get back investors confidence?
Is one a buy vs the other in a diversified portfolio?
Cheers,
Steve in Ottawa
Q: Hi team,
Do you think this is a good time to buy? if it were to be broken up will there be much more downside?
Thanks!
Do you think this is a good time to buy? if it were to be broken up will there be much more downside?
Thanks!
Q: Would Alteryx be implicated/exposed to the current internet ‘privacy’ investigations of the
FAANG stocks?
Thank you, Team!
FAANG stocks?
Thank you, Team!
Q: Can you please recommend one or two companies in Cyber security business? I think this industry will have a lot of potential to grow. Do you agree?
Q: Do you have any recommendations for companies in the Artificial Intelligence sector?
Q: What did you think of the latest quarterly results? Did the quarter alleviate any of your concerns?
Peter
Peter
Q: Good Day. What would be your thoughts on putting (or not putting) LSDP in the Growth portfolio?
Thanks for your thought response in advance.
Dan
Thanks for your thought response in advance.
Dan
Q: What is 5i thoughts about Quorum Information Technologies Q1 results? Revenues are growing nicely and 90% are recurring. The stock is also trading at a 52-week high.
Q: Hi
Can I get your outlook for the company
Thank you
Can I get your outlook for the company
Thank you
Q: Hi,
If you were to purchase one. Which one and why? I already own SHOP, a smaller position in the FINX and V.
Thanks,
Kerri
If you were to purchase one. Which one and why? I already own SHOP, a smaller position in the FINX and V.
Thanks,
Kerri
Q: Which would you consider the better investment? Ceridian or Paychex? Which would have the better economic moat and future growth potential in your opinion?
Q: Can you please comment on LTV's current quarter. I have a small, speculative investment in the company and am wondering if they still have a chance to prove their technology or if their mounting losses will see their financial runway runout before they can become viable.