Q: Digital Turbine (APPS) has been on a roll lately, I stumbled onto it really by accident a few years ago and I am wondering what you think about increasing my holdings and settling in for the long haul? Or does one take the money and run?
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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: This stock in 5G seems to be surging. Is it still a good time to get in?
Thank you, as always!
Thank you, as always!
Q: Please comment on their latest earnings. I sense they are making progress on the debt reduction but revenues appear weak compared to prior year. Is the revenue drop the result of selling off portions of the company to reduce debt or is there some other reason? Backlog seems to be smaller but not horribly so which may be a positive. Not sure why they are keeping their 0.01 USD dividend other than public relations I suppose. I suspect MAXR needs to make itself smaller if it wants to show a profit and it appears management has put the company on that road.
I no longer own any shares but am still mildly interested. Without sustained revenue / profitability growth it would be too risky to jump in.
Thanks,
Jim
I no longer own any shares but am still mildly interested. Without sustained revenue / profitability growth it would be too risky to jump in.
Thanks,
Jim
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Kinaxis Inc. (KXS $176.30)
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Block Inc. Class A (SQ)
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Roku Inc. (ROKU $93.32)
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Okta Inc. (OKTA $78.68)
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Alteryx Inc. Class A (AYX)
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The Descartes Systems Group Inc. (DSGX $81.49)
Q: Due to extraordinary volatility, I have reduced above stocks to minor positions and have looked at healthcare stocks. Not sure, whether this approach is realistic. Technology seems still to be surging after setbacks. Your assessment is appreciated.
Thank you, Team!
Thank you, Team!
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First Trust Technology AlphaDEX Fund (FXL $157.37)
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First Trust ISE Cloud Computing Index Fund (SKYY $124.45)
Q: Hi 5iTeam,
Cramer on CNBC's Mad Money mentioned a number of cloud stocks i.e. Splunk, Alteryx, Twilio, etc....that are not your household names for cloud stocks. As far as I can see, none of the above stocks mentioned in Cramer's piece are in SKYY's (cloud stocks etf) holdings. Just wondering if you are aware of an etf that are focused on the lesser known cloud stocks.
Cheers,
Cramer on CNBC's Mad Money mentioned a number of cloud stocks i.e. Splunk, Alteryx, Twilio, etc....that are not your household names for cloud stocks. As far as I can see, none of the above stocks mentioned in Cramer's piece are in SKYY's (cloud stocks etf) holdings. Just wondering if you are aware of an etf that are focused on the lesser known cloud stocks.
Cheers,
Q: Hi team,
PA recommends to reduce my technology exposure which is at 38%. Only problem is I am unsure which tickers to get rid of, like them all.
In my RRSP; OTEX at 4% and XAW at 21% not a direct tech exposure but does hold plenty of tech, just not sure how much.
LIRA: SHOP at 6.5%( recently chopped it from 9% to 5%), LSPD 5%, KXS 3%, QST 2.2%,
TSFA: CUSat 5%
Which one would you pull the plug on?
Tks
PA recommends to reduce my technology exposure which is at 38%. Only problem is I am unsure which tickers to get rid of, like them all.
In my RRSP; OTEX at 4% and XAW at 21% not a direct tech exposure but does hold plenty of tech, just not sure how much.
LIRA: SHOP at 6.5%( recently chopped it from 9% to 5%), LSPD 5%, KXS 3%, QST 2.2%,
TSFA: CUSat 5%
Which one would you pull the plug on?
Tks
Q: Hello 5i,
Could I have your opinion on Perficient(PRFT)?
Thank you
Dave
Could I have your opinion on Perficient(PRFT)?
Thank you
Dave
Q: Hello 5i, could I have your opinion on Digital Turbine(APPS)?
Usual evaluation metrics plus who is their competition?
Growth prospects?
Thanks
Dave
Usual evaluation metrics plus who is their competition?
Growth prospects?
Thanks
Dave
Q: Hi,
We have a small position in the score. It’s has hada nice pop with the latest news. Do you think it’s gotten a head of it’s self. Is it a good time to add?
Thanks
We have a small position in the score. It’s has hada nice pop with the latest news. Do you think it’s gotten a head of it’s self. Is it a good time to add?
Thanks
Q: Which one of these two stocks would you prefer and why. Thanks for your great service!
Q: do you know anything about this company. dave
Q: SHOP keeps soaring. Great to see a Canadian tech stock do so well.
Do you think it will be a take-over target for one of the mighty US tech stocks? Amazon seems to me to be a possibility.
Thank you, Peter
Thanks, Peter
Do you think it will be a take-over target for one of the mighty US tech stocks? Amazon seems to me to be a possibility.
Thank you, Peter
Thanks, Peter
Q: Hi team,
I know your focus is small/mid cap Canada and mine is mid/large cap U.S, so I try not to ask U.S. questions during peak Canadian earnings season, which has now passed.
On Friday afternoon, my tech watch list was fully green. Then PANW went red and redder. I knew something was up (or down). In a half hour, PANW was down almost $20. Finally Seeking Alpha had something on the wire. The Executive VP for worldwide sales at PANW is leaving at the end of September. No reasons given. In the past, when VPs of Finance leave companies abruptly, it may cast some doubt on the financials. I am not sure if a VP Sales departure is a likely sign of a revenue problem or not. I suspect the departure news may have leaked out before earnings on September 4 and PANW had to confirm it. If so, it may now be baked into the price.
What are your current thoughts on PANW and buying now?
Thanks again.
Dave H
I know your focus is small/mid cap Canada and mine is mid/large cap U.S, so I try not to ask U.S. questions during peak Canadian earnings season, which has now passed.
On Friday afternoon, my tech watch list was fully green. Then PANW went red and redder. I knew something was up (or down). In a half hour, PANW was down almost $20. Finally Seeking Alpha had something on the wire. The Executive VP for worldwide sales at PANW is leaving at the end of September. No reasons given. In the past, when VPs of Finance leave companies abruptly, it may cast some doubt on the financials. I am not sure if a VP Sales departure is a likely sign of a revenue problem or not. I suspect the departure news may have leaked out before earnings on September 4 and PANW had to confirm it. If so, it may now be baked into the price.
What are your current thoughts on PANW and buying now?
Thanks again.
Dave H
Q: Hi
Can you please comment on the fundamentals of this stock and whether there are any reasons to explain why it has fallen since its apparently good July earnings were released.
Many thanks in advance for your sound views, which I definitely appreciate.
Can you please comment on the fundamentals of this stock and whether there are any reasons to explain why it has fallen since its apparently good July earnings were released.
Many thanks in advance for your sound views, which I definitely appreciate.
Q: Realize VIAVI is US but can you comment on earnings and on decline today after reporting good results yesterday. After hours yesterday stock was up. So what happened today?
Q: Hi Team, would you feel comfortable after Cisco's earnings report to add to an existing position. Would you be wary of the China sales? As anything changed here? I'm in for the long term. Thank-you. Sam
Q: Your thoughts on Pivots results and what do you see going forward
thanks
peter
thanks
peter
Q: Your comment on results
Q: Good evening 5i
NvDA has just reported. Seems quite promising. Is it a good time to add more shares? Would you expect a good come back towards their high of $289.00?
Much thanks as always..
NvDA has just reported. Seems quite promising. Is it a good time to add more shares? Would you expect a good come back towards their high of $289.00?
Much thanks as always..
Q: Can you comment on ITC results along with outlook for the future. I realize ITC is small but it appears they are working hard to expand customer base and business. Have a small position. Is ITC a sell, hold or buy to increase position size?