Q: Any thoughts on this company?
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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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Amazon.com Inc. (AMZN $232.99)
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Meta Platforms Inc. (META $668.99)
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Alphabet Inc. (GOOG $333.34)
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NVIDIA Corporation (NVDA $174.19)
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Constellation Software Inc. (CSU $2,483.02)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $156.72)
Q: I don't hold ,SHOP,CSU,AMZN,GOOG,FB,NVDIA, and perhaps missed the boat.Which one you believe if any still make sense buying now?.
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Constellation Software Inc. (CSU $2,483.02)
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Enghouse Systems Limited (ENGH $17.78)
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Kinaxis Inc. (KXS $120.08)
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Open Text Corporation (OTEX $32.11)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT $62.72)
Q: Hi Peter, Ryan, and Team
In our combined accounts, and looking at the Technology sector, I find that we have too much OTEX. Our other holdings in this sector are CSU, ENGH, KXS, and XIT. Please rank, in order of preference, where some OTEX can be sold, and one or more of the listed holdings could be purchased with the proceeds. I always value your timely advice.
In our combined accounts, and looking at the Technology sector, I find that we have too much OTEX. Our other holdings in this sector are CSU, ENGH, KXS, and XIT. Please rank, in order of preference, where some OTEX can be sold, and one or more of the listed holdings could be purchased with the proceeds. I always value your timely advice.
Q: This tech stock is one of the few that seems not to be trading at or 52 week high. WebEx is getting used a lot in the enterprise space. Do you expect this stock to perform well over the next 3 years
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Accenture plc Class A (Ireland) (ACN $241.65)
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Oracle Corporation (ORCL $146.67)
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Amdocs Limited (DOX $73.06)
Q: Can I have your opinion on DOX. Would you consider it a buy at this price. Looking to add it to my TFSA account. Are there others that you could recommend in the same space. Your opinion is greatly appreciated.
thanks
thanks
Q: Hi gang , looking into buying net . Would you buy? How strong is the company? Will it be o k if the shutdown continued for a longer time? Can you please update the company. Thanks
Alnoor
Alnoor
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Apple Inc. (AAPL $276.49)
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Atlassian Corporation (TEAM $105.04)
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Veeva Systems Inc. Class A (VEEV $190.69)
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DocuSign Inc. (DOCU $46.75)
Q: I have $9000 US to add to a US margin account. I have 4 names in mind as noted above which one you think has more share price appreciation, could you please rank them? Thanks.
Q: Thoughts on the CSU announcement?
Q: My portfolio is (happily and puposefully) tech skewed. As NVDA is more volatile than most tech stocks, at what percentage would you suggest keeping it below in light of its recent run.
Thanks for all your insight.
Mark
Thanks for all your insight.
Mark
Q: Nice move on sale of Viziya! How will this affect their long term outlook.
ed in Montreal
ed in Montreal
Q: Please provide any info. on this co. Thanks
Q: Hello 5i team,
Just curious about Quarterhill's jump today. Is it simply the anticipation for results on May 21st?
Andrew
Just curious about Quarterhill's jump today. Is it simply the anticipation for results on May 21st?
Andrew
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Gamehost Inc. (GH $11.84)
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Veeva Systems Inc. Class A (VEEV $190.69)
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Roku Inc. (ROKU $92.13)
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Alteryx Inc. Class A (AYX)
Q: I currently hold GUARDANT, ALTERYX and ROKU in one account. As a basket they collectively just can’t seem to stay above water. Are you still optimistic on these names or has your opinion changed? Should I remain patient or would you swap any for VEEV?
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Check Point Software Technologies Ltd. (CHKP $176.49)
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Rapid7 Inc. (RPD $11.04)
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CrowdStrike Holdings Inc. (CRWD $415.36)
Q: Hi,
I am interested in getting exposure to the cybersecurity sub-sector. Can you provide your three best stock ideas at this time?
Thanks,
Dan
I am interested in getting exposure to the cybersecurity sub-sector. Can you provide your three best stock ideas at this time?
Thanks,
Dan
Q: Bloomberg Businessweek of May 4, 2020 has an article "Tock to Go Brings Fine Dining To the Socially Distant" in which mentioned that Tock is a comprehensive platform built to fundamentally change the way restaurants think about and run their business. This includes a robust reservation, guest, and table management system for restaurants of all sizes across the globe. It sounds a very powerful platform for the industry mentioned. I am not sure if Tock has a stock. If it does, will it be a competitor to LSDP?
Thank you as always for helping us navigating through this crazy time.
Lin
Thank you as always for helping us navigating through this crazy time.
Lin
Q: Read in today newspaper that China might "elicit damaging retaliation aimed at U.S. technology companies that depend on sales to China, such as Qualcomm". I hold a position in QCOM which is now breakeven. Now wondering - sell this position to avoid a possible headache?....What say you?.....Tom
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NVIDIA Corporation (NVDA $174.19)
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Constellation Software Inc. (CSU $2,483.02)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $156.72)
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JD.com Inc. (JD $27.55)
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PDD Holdings Inc. (PDD $102.13)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.77)
Q: First of all, I can't thank you enough for the excellence of your answers. I have been a member for many years. The answers just keep getting better.
Re my question:
I keep having to trim my tech sector. Perhaps I should sell a couple of names instead of just trimming? Would you please arrange these best to last? Many thanks.
Re my question:
I keep having to trim my tech sector. Perhaps I should sell a couple of names instead of just trimming? Would you please arrange these best to last? Many thanks.
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $113.05)
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Open Text Corporation (OTEX $32.11)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $13.77)
Q: I currently own these tech stocks: GOOG, CSU, SHOP, KXS, LSPD, OTEX, and GIB.A. I want to consolidate and simplify my holdings based on balance sheet and growth projection thru this pandemic. I'm thinking of selling two out of this list and am leaning towards selling either, LSPD, OTEX or GIB.A. Which two would you pick and the reasons behind? Thanks so much.
Q: could I have your opinion of glw and payout ratio
Q: Hi 5i team,
I follow a number of the stay-at-home stocks but question their valuations and wonder about their staying power. One that has been on my watchlist for awhile is CHGG. The stock price jumped recently after a very strong earnings report, so I may have missed the run. It is gathering analyst support for its on-line education platform for courses, tutoring and reference material for high school and college students. With a number of universities in Canada and the U.S. keeping campuses closed at least until the January semester, does CHGG have some staying power for its on-line educational services? What are your thoughts on CHGG?
Thanks again for the insight.
Dave
I follow a number of the stay-at-home stocks but question their valuations and wonder about their staying power. One that has been on my watchlist for awhile is CHGG. The stock price jumped recently after a very strong earnings report, so I may have missed the run. It is gathering analyst support for its on-line education platform for courses, tutoring and reference material for high school and college students. With a number of universities in Canada and the U.S. keeping campuses closed at least until the January semester, does CHGG have some staying power for its on-line educational services? What are your thoughts on CHGG?
Thanks again for the insight.
Dave