Q: Can you provide an update on Zendesk....with the recent pullback is this a good entry point?
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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: OTEX reported a 0.1% constant currency organic growth rate for F19 implying revenues were basically flat because of a slowdown in Q4 license sales ex-acquisitions. Slowdowns in license sales should impact customer support revenues which is an important recurring source. Is this strictly a grow-by-acquisition game that can produce too many negative surprises and nasty stock corrections to bother with? If so, which TSX tech stocks would be a higher quality choice? Appreciate your service!
Q: How was their Q?
Q: How would you compare these 2 companies. Are they in similar businesses? In your opinion which one has a better growth/risk profile?
Q: Hi, How many shares will come off the lock up period on Sep 15 ? Do you know of these shareholders - retail v/s institutional and insiders ?
Q: Good Morning 5i,
Evidently the market likes Q2, can you comment on the release? The ARPU gain really stands out to me.
Thanks!
Evidently the market likes Q2, can you comment on the release? The ARPU gain really stands out to me.
Thanks!
Q: Cyberark released a good quarter this morning but the stock is down huge (9%). Is there some news that I'm missing in the earnings that point to slower growth? Would you hold?
Q: Would you step into PAYS here after earnings. Is the drop market related or has the growth story changed?
Q: Is 5i considering a closer look at Sangoma Technologies for their growth portfolio and/or research coverage? The Company's management is consistently beating analyst estimates and the market cap is now over $100 million with a lot of value given the 4 analyst estimates going forward.
Q: I am interested in investing in a technology ETF. Would you prefer the QQQ or XLK?
thanks
Kim
thanks
Kim
Q: Square down 15% this morning. Comments please!
Q: I would appreciate your advice upon IPGP. I have held this stock for a number of years and still show a small profit of 18%. However it has declined severely in the past year and is very volatile. Would you continue to hold? If not, would you suggest a couple of possible replacements.
Thanks for your help.
Thanks for your help.
- The Rubicon Project Inc. (RUBI)
- Agilysys Inc. (AGYS)
- Five9 Inc. (FIVN)
- CrowdStrike Holdings Inc. (CRWD)
Q: Would you consider this is a good growth stock to add to a portfolio after the latest earnings? Revenue growth looks to be increasing faster, and guidance was increased. They have a good track record with beating earnings too. Can you add any insights on their management team?
I’m looking for my next TEAM, AYX, TTD, RPD all of which I own thanks to you! Any other tech suggestions in the US?
Thanks
I’m looking for my next TEAM, AYX, TTD, RPD all of which I own thanks to you! Any other tech suggestions in the US?
Thanks
Q: Hello. In monitoring my equity investments, I note that SHOP is now 8.3% of my total stock portfoliio while CSU has reached 7.5% of that same total. My question is whether it is too risky to let these run -- or trim them back now. Thanks!
Q: May I please get your thoughts on Smith Micro Software Inc (SMSI)? Recently reported results that the market reacted very positively to. Should I wait for the dust to settle a bit or do these results lend credence to starting a small speculative position (0.5-1%) for the high risk allocation of my portfolio at current price levels?
Q: Comments on earnings please and what is anticipated for stock going forward
Q: Two weeks ago I bought equal dollar amounts of LSPD and PIPE of about 1% each of my RRSP.
LSPD is down 5% and PIPE is up 12%. I would like to add another 1% to one of the above. Which one would you add to and Why? My portfolio is fully diversified.
LSPD is down 5% and PIPE is up 12%. I would like to add another 1% to one of the above. Which one would you add to and Why? My portfolio is fully diversified.
Q: gib.a Would you comment on earnings. Is it a buy. Bob
Q: Last year I asked about RingCentral. You gave a positive review & I
bought a small amount.
Why all the excitement today?
bought a small amount.
Why all the excitement today?
Q: Do you think Regn is a buy at this price?