Q: Re the DUPONY stock spinoff called QNITY, I anticipate there might be a big rise then a decline. When and how would be a good time to invest in it?
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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: Considering the uncertainty about its major customer, but taking into account the crucial nature of its products and expertise, does the stock present a buying opportunity at $27.5-$28, present levels, after a drop of 20% over two days, for someone to start a new position ?
We are aware that BMO and Scotia analysts have brought their price targets down to $36 and $40 ( Outperform ratings ) respectively, lowering their P/E multiple to discount possible impact of this news.
Thank You
We are aware that BMO and Scotia analysts have brought their price targets down to $36 and $40 ( Outperform ratings ) respectively, lowering their P/E multiple to discount possible impact of this news.
Thank You
Q: Could you please provide earning/rev estimates. Thanks
Q: Any good news with Blackberry Limited is now agood time to buy.
Jim.
Jim.
Q: I own shares in this company, but I get vibes of the last .doc bust. I hear bubble, I see bubble, but I also see major strategic AI infrastructure investments.
Is this still a hold for the next three years <very hard question>?
Is this still a hold for the next three years <very hard question>?
Q: Hi 5i, please provide thoughts on this new deal between Amazon and OpenAI. Is there a downside to Microsoft? Thx
Q: Hi 5i, rumor has it Apple is going to sign a deal with one of the best chatbots out there, and this could add more revenue than Google provides. Please opine on this and Apple's AI strategy. Thx.
Q: I happened by accident to check the trading on CSU at 2:30 today (Monday). Volume was 0! I thought there might be a cease trade order on the stock but couldn’t find any. It appears the bid just couldn’t meet the ask so no trades. Do you think a base is being formed?
Any thoughts you have would be appreciated.
Jim
Any thoughts you have would be appreciated.
Jim
Q: Assuming that one is a bit overweight in CSU and lacking NVDA, how would you consider a reallocation of investment dollars at the current time (i.e., realizing they have been trending in opposite directions)?
Relatedly, would you be comfortable purchasing NVDA at current levels (~$205).
Thanks!
Relatedly, would you be comfortable purchasing NVDA at current levels (~$205).
Thanks!
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Descartes Systems Group Inc. (The) (DSG $113.09)
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Kinaxis Inc. (KXS $170.89)
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Open Text Corporation (OTEX $46.18)
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Canadian General Investments Limited (CGI $44.97)
Q: I own all in small positions with goal to give some growth to a mostly dividend portfolio. With bad luck the only one I don't own is Celestica. I realize this is now the darling. Do I keep these or sell to buy Celestica? My only concern is chasing a hot stock which sometimes doesn't work out. Thank you!
Q: Shopify reports on Tuesday. Would you recommend buying before or after they report? Do you think they will beat or miss.
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Amphenol Corporation (APH $132.33)
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Flex Ltd. (FLEX $58.75)
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Jabil Inc. (JBL $200.46)
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Arista Networks Inc. (ANET $127.26)
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Ciena Corporation (CIEN $191.78)
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Celestica Inc. (CLS $309.37)
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Fabrinet (FN $416.64)
Q: Thanks for the recommendation on CLS!! To further the AI supply chain theme...What do you think of these other companies that are wiring, cooling, and building data centres for the future? Besides CLS, which of these do you think offer good upside from today with reasonable risk/reward?
Q: What did you think of the quarterly earnings yesterday? Thank you!
Q: Everyone, I have made 11 times my money on NVDA and did not sell a share (do not plan to sell any either). I haven’t read any real concerns so, what are the risks in the next two years. Clayton
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Alphabet Inc. (GOOG $285.60)
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NVIDIA Corporation (NVDA $186.60)
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Celestica Inc. (CLS $434.46)
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Nebius Group N.V. (NBIS $85.98)
Q: How would you recommend I invest a 2% position in the AI sector for a 5 - 10 year hold? Willing to take some risk.
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Descartes Systems Group Inc. (The) (DSG $113.09)
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Kinaxis Inc. (KXS $170.89)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.89)
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Topicus.com Inc. (TOI $123.90)
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Lumine Group Inc. (LMN $22.98)
Q: I am looking to rebalance, in what order would you sell or would you trim all: DSG, LMN, TOI, SHOP, KXS?
Thank you for your service!
Thank you for your service!
Q: Good morning I would like to know your thoughts on Ateyy
Q: Clearly the market wasn't happy with last week's Q2 results but some analysts (eg. RBC) think there may have been an overreaction.
As always, would appreciate your viewpoint.
As always, would appreciate your viewpoint.
Q: What do you think of the G&M article titled - “Shopify is now bigger than Royal Bank and the precedents aren’t good, says Scotia strategist”
Thx
Thx
Q: Based on the trading of CSU over the last week or so it seems when there is weakness in AI stocks or commentary in the press about an AI bubble, CSU trades up. When AI stocks are strong like today CSU trades down, sometimes sharply. Owning CSU seems to be a way to hedge against an AI bubble being pricked. Of course if the bubble is a delusion then owning CSU may prove painful. It seems also there are market jitters going into CSU’s quarter and volume was up on today’s decline.