Q: I bought LSPD several months ago and so far its been doing great.. We've been thinking about buying more but given the gains already seen do you think there is still significant upside opportunity? How much of the gains do you think are being driven by hype or are the business fundamentals just that good?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: SHOP is up past 2 says. Don't see any specific news. Any insight?
Q: Not sure if you can get to this question in the short time it is relevant but it has been suggested that it would be "best" to own CSU in multiples of 7 for purposes of the spinoff. How important or useful is that? Would you buy a couple of shares just to accomplish that if you intended on selling those newly bought shares in the near future to restore your portfolio balance?
Appreciate the insight.
Paul F.
Appreciate the insight.
Paul F.
-
Amazon.com Inc. (AMZN $233.22)
-
Alphabet Inc. (GOOG $320.12)
-
Microsoft Corporation (MSFT $492.01)
-
International Business Machines Corporation (IBM $308.58)
-
Oracle Corporation (ORCL $201.95)
-
Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $157.30)
Q: Hello,
I have been reading about FaaS (function as a service) and from my readings it is predicted this will grow in the next 5-10 years. Which current companies would be ones to invest in now in hopes for growth in the future?
I have been reading about FaaS (function as a service) and from my readings it is predicted this will grow in the next 5-10 years. Which current companies would be ones to invest in now in hopes for growth in the future?
-
CRISPR Therapeutics AG (CRSP $53.47)
-
Uber Technologies Inc. (UBER $87.54)
-
Unity Software Inc. (U $42.52)
-
QuantumScape Corporation Class A (QS $12.22)
-
Airbnb Inc. (ABNB $116.99)
Q: Which disrupter stocks you see most potential?
Q: Hello, Can you give me your thoughts on this company, both long term and short term.
I currently hold this stock at 3% weight.
Thanks
I currently hold this stock at 3% weight.
Thanks
Q: I notice you really like Unity software.Can you explain a bit more about why you like it so much.Do insiders own shares?
Is there a lock up period and when is this ending?
And at what price do you see the shares in a couple of years?
If you had a choice between CRWD and U ,which one would you choose?
Is there a lock up period and when is this ending?
And at what price do you see the shares in a couple of years?
If you had a choice between CRWD and U ,which one would you choose?
-
INVESCO QQQ Trust (QQQ $619.25)
-
State Street SPDR S&P Semiconductor ETF (XSD $321.34)
-
ARK Innovation ETF (ARKK $79.68)
-
Global X Autonomous & Electric Vehicles ETF (DRIV $29.48)
Q: i am thinking of taking a position in one or all of these high performance etfs in order, which ones, do you favour? could you possibly suggest suggest some other etfs or sectors that i may take a look at (dont mind taking the risk) more than 1 question here Kindly deduct my credits accordingly
-
Broadcom Inc. (AVGO $402.96)
-
KLA Corporation (KLAC $1,175.47)
-
NVIDIA Corporation (NVDA $177.00)
-
QUALCOMM Incorporated (QCOM $168.09)
-
Texas Instruments Incorporated (TXN $168.27)
-
Marvell Technology Inc. (MRVL $89.40)
-
VanEck Vectors Semiconductor ETF (SMH $352.28)
Q: I would like to add some coverage in semi conductors. What are your thoughts on these stocks? Is investing in the ETF a better bet? Any valuation concerns with SMH? Do you have other suggestions that are not overvalued?
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.71)
-
Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: Hi 5i,
They both increased 100% within 3 months with the similar price and Price/Book. Which one do you think is better for the coming 2-3 years? If I can only buy one. Kindly advise, many thanks.
They both increased 100% within 3 months with the similar price and Price/Book. Which one do you think is better for the coming 2-3 years? If I can only buy one. Kindly advise, many thanks.
-
Descartes Systems Group Inc. (The) (DSG $114.78)
-
Real Matters Inc. (REAL $6.59)
-
Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: Without looking at any other factors, which of the above 3 stocks have the best potential for growth over the next 6 months and your reason for that pick.
Thank you Ian
Thank you Ian
Q: Do you think around $9.00 is good to buy for 2-3 years investment?
-
The AES Corporation (AES $14.06)
-
Tesla Inc. (TSLA $430.17)
-
Volkswagen AG (Germany Fed. Rep.) ADR (Sponsored) (VLKAY $32.01)
-
QuantumScape Corporation Class A (QS $12.22)
Q: I am investigating solid state batteries as an investment theme. It sounds like the development, production and adoption of this battery technology may be explosive in the years ahead. Are there any under valued US or Cdn companies in the space that you recommend? Also, do you think that like li-ion in the past, investors will latch onto this as a sector to chase in the future?
Q: Hi 5i,
Can you please comment on these two stocks and whether you see them as good additions to a portfolio? Any details on your positive or negative thesis would be appreciated.
I wanted to also take this time to thank everyone at 5i for their fabulous work. I have been a long time member since my late 20’s and your work has really helped me strengthen my confidence in the equity markets and work towards my long-term financial goals. Keep up the amazing work that you all do.
Happy holidays to everyone on the team.
Can you please comment on these two stocks and whether you see them as good additions to a portfolio? Any details on your positive or negative thesis would be appreciated.
I wanted to also take this time to thank everyone at 5i for their fabulous work. I have been a long time member since my late 20’s and your work has really helped me strengthen my confidence in the equity markets and work towards my long-term financial goals. Keep up the amazing work that you all do.
Happy holidays to everyone on the team.
Q: What are your thoughts on their quarter, Is the sell of warranted?
Q: Hi, Topicus.com dividend scheduled for Jan 4 will be considered as eligible dividend for Tax purpose for Canadians. ( I think, I read in one of the answers)
We have CSU shares in a Non Regd account. What will be the Dollar value of dividend ? Thanks
We have CSU shares in a Non Regd account. What will be the Dollar value of dividend ? Thanks
-
Intel Corporation (INTC $40.56)
-
Microsoft Corporation (MSFT $492.01)
-
NVIDIA Corporation (NVDA $177.00)
Q: Intc has been doing very badly of late, with Apple and Microsoft designing their own chip. I am thinking of selling Intc and replacing it with 2 or 3 technology companies, not necessarily in the chip sector. Intc is 2% of my portfolio. What would be your picks. Thanks
-
Xebec Adsorption Inc. (XBC $0.51)
-
Dye & Durham Limited (DND $3.25)
-
Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: I was fortunate to acquire DND at issue and have a nice profit. In reply to the recent questions about DND - specifically about 3-5 year hold for capital gains - you ranked it behind KXS, NVEI, XBC, although noting it is the largest/ safest among NVEI and XBC. My question is whether you would advise to sell all or part DND and reinvest in NVEI or XBC, which I do not presently own to maximize gains over 3-5 year time frame.
Q: This past week has a lot of concern raised over widespread security issues, not just in the US. Stocks in the sector all responded with huge upside. My question is really about FEYE and TENB which are much smaller than CRWD. Those 2 stocks traded at much higher volumes on Friday. Do they have some particular answer to this latest security breach that the larger companies may not have? Let me take this opportunity to wish everyone at 5i a merry Christmas and Happy New Year.
Q: Good morning, ENGH announced a special dividend of $1.50. I believe this amounts to ~ $83 million, representing ~ 34% of their Oct/20 year-end cash balance. One might have hoped the ENGH Board foresaw 'better' ways to use this cash to advance the firm's market position. 5i has been positive on ENGH for some time. Does this large dividend change 5i's views on ENGH in any meaningful way as a solid investment going forward? Thank you. Edward