Q: Would appreciate your comments on the awarding of the JEDI contract to Microsoft.
Thanks
Bob Rose
Thanks
Bob Rose
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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: comments please on the CLS quarter out today? Thx
Q: SEDG keeps going up and I wonder if you can see anything specific that might explain it. There seems to be a lot of enthusiasm for this company but I've seen enthusiasm switch to disappointment pretty quick in the past. Any rumours of a buyout maybe? Sell before or after earnings?
Q: Any thoughts why Sangoma still trades less than 1X revenues (on forward guidance) despite having almost half of its revenues recurring. The Company has grown a lot and Management has a history of making good acquisitions. Do you think the stock is due for a re-rating more inline with its peers?
Q: Can you please comment on earnings? Would you add on the weakness (3,5% position currently?
Thanks
Karim from Montréal.
Thanks
Karim from Montréal.
Q: Any idea what is causing the move today? Thank-you.
Q: What’s your long term view of CRM please?
Thank you ,
Rick
Thank you ,
Rick
Q: Three months ago a .20 EPS quarter sent GSB to the $14's. Today, a .19 EPS quarter sent GSB to the $9's. Sales are up from last year, Gross Margin is up from last year, Costs are coming down, EPS is up over last year. They have zero debt, $13M in the bank, excellent FCF and high insider ownership. I can't see a problem with this company at all. Is the drop a "sell on news" story. The stock can be volatile and is a small cap security. Is it buyable in your opinion at these levels?
Q: What was the reason for the big drop in AYX yesterday?
Thanks.
Donna
Thanks.
Donna
Q: Tech stocks have taken a beating over the last two months, due to high valuations and a shift to value stocks. Do you foresee a continuation of this trend into tax loss selling season and further drops, then finally bottoming out into the new year, or are we now dealing with just normal volatility?
Q: Hello,
I am about 3% light in the tech sector as per 5i suggested allocation. I presently have DSG, SYZ, ABT, PHO, LSPD, & OTEX as technology holdings. Would adding ET be OK for income and a little growth.
Thanks
I am about 3% light in the tech sector as per 5i suggested allocation. I presently have DSG, SYZ, ABT, PHO, LSPD, & OTEX as technology holdings. Would adding ET be OK for income and a little growth.
Thanks
Q: Which of these do you think is less economically sensitive? Which one would you prefer?
Q: Hello,
I have held SMAR and is underwater, would it make sense to switch to AYX or do you have a better suggestion. Between SMAR and AYX which company is less expensive and has better growth?
Thanks
Victor
I have held SMAR and is underwater, would it make sense to switch to AYX or do you have a better suggestion. Between SMAR and AYX which company is less expensive and has better growth?
Thanks
Victor
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Atlassian Corporation (TEAM $98.27)
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Okta Inc. (OKTA $82.02)
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Rapid7 Inc. (RPD $10.50)
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Alteryx Inc. Class A (AYX)
Q: Concerning the 4 stocks that I own above - are they all cut from the same mold? It seems these and others in the same category are all down between 20 and 30% in the last 3 months according to the information Globe Investor supplies me. Is this the cause of investors panicking or is it something else? I watch BNN all the time and have heard things such as the S&P will be down another 10% within the next 6 months. Thank you. Dennis
Q: What is 5i's opinion of Sangoma's Q4 and fiscal 2019 results and the major acquisition just announced? With the acquisition Sangoma's recurring revenues is 45% of total sales. You it be fair that a Company of this size now trade at a sales multiple greater than 1 when a good portion of revenues are recurring?
Q: starting to get our toe wet with this one. do you think it will drift lower with tax loss selling. when do they report and what is expected?
Q: OTEX dropped $2.07 today to $51.60 on huge vol of 1.1m(av 604k)of which 877k is sell transactions.After market close,it denies rumoured acquisition of Micro Focus.Ever since reaching a $58.65 H in July,it declined & trade in a range of some $55- $50.It reports on Oct 31.Any news on the drop.What are the expectations of Rev & Eps for coming Q.Is this a good time tostart a position? Thanks for u usual great services & views
Q: Does Sangoma's latest acquisition reduce your concern of their lack of traction in profitability over the years?
Q: Are you seeing any news on kxs today. Just thinking of buying the dip
Q: are there reasons why this has been tanking the past 5 days? Should we buy more if we now have a half position?
thanks
thanks