Q: What is your long term view of Converge Technology? 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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Constellation Software Inc. (CSU $2,491.92)
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Enghouse Systems Limited (ENGH $17.95)
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Kinaxis Inc. (KXS $122.50)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $63.45)
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Absolute Software Corporation (ABST $15.20)
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Topicus.com Inc. (TOI $96.80)
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 $172.93)
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QUALCOMM Incorporated (QCOM $136.57)
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NXP Semiconductors N.V. (NXPI $221.94)
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 $354.90)
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Constellation Software Inc. (CSU $2,491.92)
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Descartes Systems Group Inc. (The) (DSG $92.93)
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Berkshire Hathaway Inc. (BRK.B $505.31)
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?
Q: Peter; I asked their investor relations department re hold up- the below is his reply. Hello Rod
As shared in last Friday's Sangoma has signed an agreement to buy a
company called Star2Star https://www.sangoma.com/investor-relations/
The transaction meets the criteria for review by our exchange, the TSX-V,
and we submitted the necessary documents on January 29th. In the course
of their review the TSX-V may ask questions which the company will answer
but the timetable is governed by the exchange so we don't know exactly
when they will complete their review such that trading can recommence.
Regards
David
As shared in last Friday's Sangoma has signed an agreement to buy a
company called Star2Star https://www.sangoma.com/investor-relations/
The transaction meets the criteria for review by our exchange, the TSX-V,
and we submitted the necessary documents on January 29th. In the course
of their review the TSX-V may ask questions which the company will answer
but the timetable is governed by the exchange so we don't know exactly
when they will complete their review such that trading can recommence.
Regards
David
Q: Today google is growth about %10 .
I have 3 shares of google.
Is it a proper time to sale some or all of it ?
I have 3 shares of google.
Is it a proper time to sale some or all of it ?
Q: Yesterday, you mentioned that index funds must sell their shares. The stock yesterday started at $66 and now it is below $58. From the 39.4M shares outstanding, 3.5M have been traded so far in 2 days.
Is there a magic volume number to which we can say the the funds have finished selling?
Was this expected to drop after opening because of the reason which I have stated?
Thanks
Is there a magic volume number to which we can say the the funds have finished selling?
Was this expected to drop after opening because of the reason which I have stated?
Thanks
Q: Hi gang,
I realize that Topicus shares issued to CSU holders are treated as a dividend, but I'm having a hard time finding a book value of these shares, ie dividend value.
Do you know what we should use for this book value?
Thx
I realize that Topicus shares issued to CSU holders are treated as a dividend, but I'm having a hard time finding a book value of these shares, ie dividend value.
Do you know what we should use for this book value?
Thx
Q: Now that TOI is trading, can you tell me what their book value is.
Thank you
Thank you