Q: Looks like another double digit growth quarter from Evertz. Thoughts on the quarter and where you think the valuation could go based on the growth we have seen in the past 3 quarters.
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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.
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Elastic N.V. (ESTC)
- CrowdStrike Holdings Inc. (CRWD)
- Docebo Inc. (DCBO)
- Shift4 Payments Inc. Class A (FOUR)
- Lumine Group Inc. (LMN)
- Nextracker Inc. (NXT)
Q: Sorry for asking another tech ranking but I read a question about some of your best ideas currently and I want to mesh with my current holding. Can you please rank the above stocks for purchase/hold today?
Thank you
Thank you
- Intel Corporation (INTC)
- Micron Technology Inc. (MU)
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- ON Semiconductor Corporation (ON)
- Marvell Technology Inc. (MRVL)
- Super Micro Computer Inc. (SMCI)
- ASML Holding N.V. (ASML)
- Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
- Vertiv Holdings LLC Class A (VRT)
- Arm Holdings plc (ARM)
Q: 1. Please let me know your thoughts on the best choices of Semi Conductor and Related Companies to own going forward...
2. What would be the Core Holdings going into this Ai moment +
3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...
4. How do you feel about the Valuations and Stock Price of the Current companies listed...
5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...
Thanks in advance,
M
2. What would be the Core Holdings going into this Ai moment +
3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...
4. How do you feel about the Valuations and Stock Price of the Current companies listed...
5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...
Thanks in advance,
M
Q: Hi 5i
In your opinion do you think there is a strategic nature to leaked news of a potential " acquiring " of Nuvie?
As you mentioned the stock had been falling for a week to around $29.5 canadian now up today up around 28%....
....However If this news would have leaked 2 weeks ago at sp of around $36 canadian i believe management would have a harder time convincing shareholder that a potential $30 US take over price is a great price....
Am I dreaming ? Can you provide some commentary....
Thx
In your opinion do you think there is a strategic nature to leaked news of a potential " acquiring " of Nuvie?
As you mentioned the stock had been falling for a week to around $29.5 canadian now up today up around 28%....
....However If this news would have leaked 2 weeks ago at sp of around $36 canadian i believe management would have a harder time convincing shareholder that a potential $30 US take over price is a great price....
Am I dreaming ? Can you provide some commentary....
Thx
Q: Hi 5i, and would welcome your review of the recent Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold and any competitive advantage that they may hold in the cybersecurity space. Thanks kindly.
Q: Hi, What are your thoughts on Constellation's plans to start looking to buy Canadian VC- backed companies, as per following NR. Thank You
https://www.theglobeandmail.com/business/article-constellation-software-looks-to-experiment-by-buying-canadian-vc/
https://www.theglobeandmail.com/business/article-constellation-software-looks-to-experiment-by-buying-canadian-vc/
Q: Please update your thoughts regarding the company's turnaround based on the latest quarterly information.
Q: I have shares in Nvei that I would love to sell - bought at $77. Would you recommend waiting to see if the deal goes through, and if so what happens to the stock? Or in case the deal collapses, what target price might I look for before I sell? Thank you.
Q: Follow up on Bitcoin as an asset.
The price to mine a bitcoin has decreased over the years from about 37,000 dollars to 17,000 dollars. The total number of bitcoins to be mined is supposed to be restricted to a finite number which may be reached this year or next year.
Still the bitcoin value reaches rather extraorbitant values despite not having any asset to back up the value. It apparently may hide a bitcoin owner unless he or she declares its ownership . The legalized ETFs may be more open as to the ownership I presume.
Do you have any comments about the above issues?
I think 50% or more people who invest in bitcoin do not have idea that is a bitcoin.
Miroslaw
The price to mine a bitcoin has decreased over the years from about 37,000 dollars to 17,000 dollars. The total number of bitcoins to be mined is supposed to be restricted to a finite number which may be reached this year or next year.
Still the bitcoin value reaches rather extraorbitant values despite not having any asset to back up the value. It apparently may hide a bitcoin owner unless he or she declares its ownership . The legalized ETFs may be more open as to the ownership I presume.
Do you have any comments about the above issues?
I think 50% or more people who invest in bitcoin do not have idea that is a bitcoin.
Miroslaw
Q: What do you think the probability of a buy out offer is? What do you feel a offer price would be?
Q: Good Morning
As a holder of enghouse for over 3 years now and the latest quarter not being that great and being down a little over 50% has the time come to simply sell and move on? And if so do you have a suggestion for a alternate investment?
Thks
Marcel
As a holder of enghouse for over 3 years now and the latest quarter not being that great and being down a little over 50% has the time come to simply sell and move on? And if so do you have a suggestion for a alternate investment?
Thks
Marcel
Q: Hey there fellow Canuck,
I bought a good chunk of ENGH yesterday...on the dip.
So, logically, I thought I should get some advice after the fact.
Do you think ENGH can turn it around? Was $32.71 a decent entry point? Will ENGH get past $33? How long might that take? Headwinds? Tailwinds? No winds?
I bought a good chunk of ENGH yesterday...on the dip.
So, logically, I thought I should get some advice after the fact.
Do you think ENGH can turn it around? Was $32.71 a decent entry point? Will ENGH get past $33? How long might that take? Headwinds? Tailwinds? No winds?
Q: A rumoured private equity buy out? What will that do for the stock. It’s now at $29….at one point was $130.if it happens, how much of a premium do you see in the stock?
Q: Hi, Could you please share your thoughts on the recent performance of the stock. LMN stock made a high of $38, just before release of its quarter, but its price has been drifting lower since then, closing at $33 level, within a span of less than 10 days.
The results looked solid, but apparently, there seems to be some concern among investors related to an expense of $2,871 mln (FY 2023), related to the increase in fair value of the redeemable preferred/special shares and dividend payable. LMN also intends to issue new common shares on March 25, 2024 to satisfy
(1) mandatory conversion of the large block of preferred and special shares held by CSU/Others at a predetermined ratio
(2) payment of $87 mln of dividend on these shares and number of such common shares, to be based on average trading price of LMN for 60 days prior to March 25.
My understanding is that the loss related to “Increase in FMV of preferred shares” is only a “Book Loss” and will extinguish completely, with no effect on company profitability (Existing and Future) once the preferred shares are converted to LMN’s subordinate voting shares on March 25.
Thus, the only relevant factor here should be the impending issue of new common shares (How many and the final total o/s shares), which would result in increase of the share count, possibly impacting the Net Income and CFO per share and further elevating the PE ratio.
So, is the market concern justified or it’s more of a sentiment issue, which should resolve itself with more clarity over next few quarters?
Based on your assessment, do you believe that nothing has changed to its mini CSU profile? And if so, is it a good opportunity to take advantage of this uncertainty and to add LMN shares at current level ?
Thank You
The results looked solid, but apparently, there seems to be some concern among investors related to an expense of $2,871 mln (FY 2023), related to the increase in fair value of the redeemable preferred/special shares and dividend payable. LMN also intends to issue new common shares on March 25, 2024 to satisfy
(1) mandatory conversion of the large block of preferred and special shares held by CSU/Others at a predetermined ratio
(2) payment of $87 mln of dividend on these shares and number of such common shares, to be based on average trading price of LMN for 60 days prior to March 25.
My understanding is that the loss related to “Increase in FMV of preferred shares” is only a “Book Loss” and will extinguish completely, with no effect on company profitability (Existing and Future) once the preferred shares are converted to LMN’s subordinate voting shares on March 25.
Thus, the only relevant factor here should be the impending issue of new common shares (How many and the final total o/s shares), which would result in increase of the share count, possibly impacting the Net Income and CFO per share and further elevating the PE ratio.
So, is the market concern justified or it’s more of a sentiment issue, which should resolve itself with more clarity over next few quarters?
Based on your assessment, do you believe that nothing has changed to its mini CSU profile? And if so, is it a good opportunity to take advantage of this uncertainty and to add LMN shares at current level ?
Thank You
Q: Hi Guys, what are your thoughts on the current quarter? Is it a time to buy more or wait to see how it settles? Thanks
Q: Hi Peter,
Can you provide comments on Copperleaf financial results. Also what do you think of this as an AI play for Gridtech. Can you comment on prospects going forward and is it a buy or at what level would you recommend.
Thanks
Can you provide comments on Copperleaf financial results. Also what do you think of this as an AI play for Gridtech. Can you comment on prospects going forward and is it a buy or at what level would you recommend.
Thanks
Q: Can you comment on the recent earnings and give your opinion on the stock for a 5-year hold?
Q: Do you recommend AMD now, and if so, why? Is the P/E ratio too high?
Q: AMD The perpectives for this stock are sometimes contradictory. Some analysts see it as as a promising competitor of nvidia with a great future. Others on the contrary are very more sceptical...about a possible sustainable performance. What are you appreciation on a 2-3 years range? Thank you very much
Q: Could I have your assessment of Copperleaf’s earnings
Thank-you.
Thank-you.