Investment Q&A

Q: I am looking to add to my Tech Sector - I currently have AAPL, MSFT, CSCO ( in RRSP ) and OTEX - I am thinking about buying some GOOG ( in our TFSA accounts ) to complement the above - would that be something you would do OR would you add to the existing positions. Appreciate you comment.
Thanks

Q: Hi 5i
Wondering whether the recent downturn in AYX can be attributed to general sector selloff and nothing company specific. Would you consider this a buy at this time?
Thanks
Mike

Q: When their numbers came out for the quarter last week they seemed very good,but stock has been going down ever since the conference call!!Any reason??

Q: Docebo To Power AWS Training And Certification Offerings... sounds like a great customer win. No financials disclosed but could be material and attract other companies. Do you have an updated view on the company and their outlook? They seem to be doing a lot of things right.

Q: Hi the great team, do you see correction coming Oct. or Nov. this year as usual or it is correcting in the technology sector already?

Q: What are your thoughts on the news this morning on orcl is it a buy the rumor sell the news stock or a keeper.

Q: Hello 5i team,
Which one do you prefer GOOG or AMZN for a long term hold (no worries about day to day variations)? And why? Does your conviction vary based on investment horizon or the results of the November election?
Thank you for your collaboration, Eric

Q: Good day guys ,
This might be a silly question , that being said I own shares in Canadian dollars , would u advise to transfer the shares to the south of the border side ?
Also when will 5 i be represented on market call again .. it’s been awhile .
Thx
Mark

Q: Peter; Could comment on their earnings- appears to have beaten estimated handily. Rod

Q: hello 5i:
I hold AVGO, and have done very well with it, but the valuation is beginning to look stretched. I'd like to stay in the same sector, but most tech valuations look high. INTC and LRCX look "reasonable". While not completely similar (subsectors differ), can you give me your opinion of these two companies? I've reviewed other questions eg you like NVDA, but with a PE of 90, as compared to INTC's 9, I can't see this as a contest (yes, I realize there is more to valuation than just looking at PEs). We also own CSU, OTEX, and PANW in this technology, with a small position in PHO. Normally, we're very long time holders eg. bought CSU at $115 (no, not a misprint). Look forward to your comments, as I really dislike stock gains to evaporate, unless they're being held for income.
thanks
Paul L

Q: Please rank these stocks. Are they at a level that they could be bought today. For your highest ranked stock, why do you rank it higher than the others

Q: Hi Everyone at 5i!! Could you please tell me when NUVEI ‘S IPO will hit the market? Cheers, Tamara

Q: Can you please comment on today’s earnings release

Q: WHICH OF THESE 2 FOR A 5YR+ HOLD....JUST WHICH COMPANY IS BETTER...NO OTHER FACTORS.

Q: I have been looking to take a position in Lightspeed for some time now, when it was in the $24 range, but it went up too fast too soon. with the current 15% drop and the IPO coming up, would you suggest I buy now, wait until the pricing is announced or until the issue is completed? Do you expect much volatility particularly to the upside in the interim?
Regards
Rajiv

Q: Is this a good time to buy Real.What % & should I spread the buying 2 or3 times.Txs for u usual great services & views.

Q: It keeps going down.
Would you sell it.

Thanks,
Milan

Q: What are the expectations for ENGH's numbers for Thurs? I'm afraid that expectations may have crept up too much after last qtr.

Thanks in advance,

Q: Just for fun and just your opinion, but where do you see CSU 10 years from now?

Q: Hi Guys,

My patience is finally paying off for holding Pivot given today's announced takeover offer @ $2.60/share. In your opinion, any chance of a competing bid ? Any recommendations for a dividend paying tech stock to replace PTG in portfolio.

Thanks

Dave