Q: I know you rate AMD highly for growth potential. There is some speculation that it could double from here in the next two years. Is this at all reasonable and what do you see as downside risks? Thanks Jim
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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: MU vs NVDA
Which is the better buy today, why and what would be a good buy point?
Thanks
Which is the better buy today, why and what would be a good buy point?
Thanks
Q: your view on ptk please and how they might
fit in to the chip craze if at all.
fit in to the chip craze if at all.
Q: Hi 5i
Given the announced deal setting the take over price at around $ 46 canadian, can you explain what is happening with the day to day sp fluctuations? Seems to be heading down with heavy volume.....seems strange......Other than opportunity cost of holding, in the short term, do you see this continue to slide lower?
Thx
Given the announced deal setting the take over price at around $ 46 canadian, can you explain what is happening with the day to day sp fluctuations? Seems to be heading down with heavy volume.....seems strange......Other than opportunity cost of holding, in the short term, do you see this continue to slide lower?
Thx
Q: have a nice move recently. thanks for flagging this company. do you see continued upside looking out 3 years.
Q: Any reason for SHOP big price drop today ( Wednesday ) ? Thanks a lot.
Q: Hi
Thank you for all your assistance with my stock questions. I am looking at Data Dog, which I understand provides software that assists companies with their infrastructure which includes, monitoring, application performance monitoring etc. Could you tell me a bit more about this company and whether it has room to grow.
Thanks, Len
Thank you for all your assistance with my stock questions. I am looking at Data Dog, which I understand provides software that assists companies with their infrastructure which includes, monitoring, application performance monitoring etc. Could you tell me a bit more about this company and whether it has room to grow.
Thanks, Len
Q: Hi team,
What is your take on LMN’s aquisition news today from Casa systems? I see limited info from the press release and no numbers. Do you know the history of why casa went bankrupt and is it concerning for LMN at all being in the same industry? I can only assume LMN knows what they are doing in seeing value in these assets.
Thanks ,
Shane
What is your take on LMN’s aquisition news today from Casa systems? I see limited info from the press release and no numbers. Do you know the history of why casa went bankrupt and is it concerning for LMN at all being in the same industry? I can only assume LMN knows what they are doing in seeing value in these assets.
Thanks ,
Shane
Q: Good day guys ,
Finally pulled the trigger here with this name at 34 and change .. is this a good entry point ? That said Having this name in my tfsa for a long term hold , would u be comfortable dollar cost averaging here when funds are available and let this name ride for many years ..
thx
Mark
Finally pulled the trigger here with this name at 34 and change .. is this a good entry point ? That said Having this name in my tfsa for a long term hold , would u be comfortable dollar cost averaging here when funds are available and let this name ride for many years ..
thx
Mark
Q: Can you please take us through the investment case for this company as well as make a recommendation as to whether it is a buy, sell or hold and how it compares to some of your favs like VRT and SMCI? Please provide a clear answer on what an attractive entry point might be if you like the company.
Q: What is likelihood of a higher offer. Where would you move the money to that has a chance of making more than 5% which is what the premium is till deal closes
Q: Hi 5i
Do you know when the deal is expected to close and how long would you expect these guys to wait to see if other offers may be forth coming.
Take over price of $34 US is about $46 canadian... SP currently sitting $43.75 canadian. Would you expect shares to trade up to the deal level.
If one wants to capture the full offer price, would one simply wait till the deal closes......
How would that work.
thx
Do you know when the deal is expected to close and how long would you expect these guys to wait to see if other offers may be forth coming.
Take over price of $34 US is about $46 canadian... SP currently sitting $43.75 canadian. Would you expect shares to trade up to the deal level.
If one wants to capture the full offer price, would one simply wait till the deal closes......
How would that work.
thx
Q: Hi, I'm wondering if you could explain why you think CSU would spinoff LMN if it has so much potential? If I understand well, CSU has a very decentralized org structure which would allow for LMN to operate relatively independently if it remained part of the larger organization. Why would CSU management spin it off?
Q: With the interest of Advent in Nuvei , would you sell now a before it all shakes out? What do you think a reasonable buying price per share might be?
Thanks
Katie
Thanks
Katie
Q: Thoughts on the volatility of these two companies share price?
Q: Can you please provide Market Cap for each of these 3. The Cap when they started on the market and what the current Market Cap is as of today. Just trying to get one version that it is accurate. P.S. Thank you for calling this group out.
Q: 4-5 years ago you gave the edge to LSPD between these two. Is that still your view? What are your thoughts and analysis of AGYS, many thanks.
Q: In one of your recent questions on LMN you mentioned they expect $300M in ebitda this year. Where are you getting that number from? Thx
Q: Hello 5i team,
When does open text report the latest quarter?
Thanks,
Andrew
When does open text report the latest quarter?
Thanks,
Andrew
Q: Since the great earnings report and making new highs the SP seems to be pulling back quite a bit. As a very long time holder, should I be concerned? I know that many times a drop like this precludes some sort of bad news that as yet has not been disclosed. Thanks for your continued great service.