Q: I have GLXY in TFSA when it drops TSX listing will there be witholding tax
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Cloudflare Inc. Class A (NET $193.05)
-
Vertiv Holdings LLC Class A (VRT $287.64)
-
Nebius Group N.V. (NBIS $136.33)
Q: From the point of growth in the 2-3 years to come can you tel me the best investment among the three entreprises and why?
Thank you very much in advance
Thank you very much in advance
Q: Good afternoon..
Do you think the Government defence related investment
900 million will effect FLT.V in a positive way.
Thanks
Do you think the Government defence related investment
900 million will effect FLT.V in a positive way.
Thanks
Q: Hi Peter
going to be listed in the US market , but pulled back
like to add to a pre-existing position
looking for an entry price to add
please give me a reasonable price to think about it
thanks
Michael
going to be listed in the US market , but pulled back
like to add to a pre-existing position
looking for an entry price to add
please give me a reasonable price to think about it
thanks
Michael
-
Applied Materials Inc. (AMAT $397.81)
-
Lam Research Corporation (LRCX $258.76)
-
Teradyne Inc. (TER $364.21)
-
ASML Holding N.V. (ASML $1,448.64)
-
Coherent Corp. (COHR $284.17)
Q: Hi 5i,
Could you please rank these 5 stocks in terms of which you would purchase now for a 3 to 5 year hold, with growth being the main (but not total) focus?
And if you could give a bit of background for your reasoning that would be much appreciated.
Thanks!
Could you please rank these 5 stocks in terms of which you would purchase now for a 3 to 5 year hold, with growth being the main (but not total) focus?
And if you could give a bit of background for your reasoning that would be much appreciated.
Thanks!
Q: Hi, thoughts on the quarter please. Anything specific standout, positive or negative?
Does the quarter release alleviate any AI software concerns (or too soon for that call)?
I have owned for 5+ years.
cheers
Does the quarter release alleviate any AI software concerns (or too soon for that call)?
I have owned for 5+ years.
cheers
Q: 3 to 5 years
What would be a better pic.
I currently own both and I am able to top up a few shares
Both are great companies.
What would be a better pic.
I currently own both and I am able to top up a few shares
Both are great companies.
-
Constellation Software Inc. (CSU $2,359.71)
-
Topicus.com Inc. (TOI $91.15)
-
Lumine Group Inc. (LMN $22.14)
Q: Would it be possible for this group to be taken private with the low valuation of the stock?
Thx
Thx
Q: Greetings 5i, I know that Sylogist is not high on your list right now although in the past 5i has been favourable toward the company. However, can you please provide your analysis of and opinion on the ongoing shareholder activism. Is PenderFund a credible entity? Is OneMove a credible entity? Neither one? If you were a shareholder what side of this battle would you land on and why? Thank you.
Q: Do you have an updated view on CRDO? Thoughts on last quarter? Is it a buy on this pullback? If it’s a buy is it a good long term investment or how would you categorize?
Q: MDA announced that it will issue a new IPO. Wouldn't that dilute the share price? What is your opinion?
Thanks
Thanks
Q: Any news which would sink CSU 5% today? NBIS/NVDA deal? Thanks.
Q: How big of a deal is this announcement with NVDA?? How does this improve NBIS future fundamentals?
Q: hello 5i:
I've held CRM for a number of years and have a good gain on it, albeit nowhere near what it was. I am content with the amount of tech in the portfolio overall, but am a little light on consumer.
The question, realizing that SHOP is not purely a tech play: do you see SHOP as having a better return forecast than CRM? Can you elaborate?
thanks
Paul L
I've held CRM for a number of years and have a good gain on it, albeit nowhere near what it was. I am content with the amount of tech in the portfolio overall, but am a little light on consumer.
The question, realizing that SHOP is not purely a tech play: do you see SHOP as having a better return forecast than CRM? Can you elaborate?
thanks
Paul L
Q: would you be comfortable buying the stock at its current price and do you see much up side
Q: Did 5i have a chance to listen to the conference call from CSU and if so was there anything of note for members to know?Also any insider buying in any of CSU or LMN or TOI? post earnings?
Thx
Thx
Q: So these companies have had real nice return in the past year. Are they the picks and shovels of the AI boom and do you see this to continue. Would you rate one over the other for a buy today? Thanks Again.
-
Constellation Software Inc. (CSU $2,359.71)
-
Topicus.com Inc. (TOI $91.15)
-
Lumine Group Inc. (LMN $22.14)
Q: Dear Awesome team:
A different type of a question on the most frequently mentioned stocks on 5i !
Please "Don" your fancy Technical Analysis "Fedoras" !! Are we seeing clear signals of "Trend reversal" on one year daily charts?
A different type of a question on the most frequently mentioned stocks on 5i !
Please "Don" your fancy Technical Analysis "Fedoras" !! Are we seeing clear signals of "Trend reversal" on one year daily charts?
-
Adobe Inc. (ADBE $229.94)
-
Salesforce Inc. (CRM $170.85)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $155.43)
-
ServiceNow Inc. (NOW $89.81)
-
CrowdStrike Holdings Inc. (CRWD $394.68)
-
Palantir Technologies Inc. (PLTR $130.49)
Q: SaaS and Software Companies at Risk
The software sector has taken it on the chin in the last few weeks based on the "AI will eat software" theme.
In my opinion, you buy software companies that own things AI cannot generate or scrape.
Therefore, the survivor software companies should have two broad “moats” in the new AI age:
1. Data that is unique and private. If an AI can't get the data elsewhere, the value of this data increases.
2. Regulation. Hospitals won't switch to a chatbot that isn't FDA-approved. Same for governments.
Therefore, I wondering which companies will likely face challenges while others will thrive in this new world. I offered a few below, but please feel free to jump in or revise:
Thrive - For example: CSU, TRI, CRWD, PLTR, SNPS/CDNS, SHOP (not sure) etc.
Challenged - For example: CRM, Adobe, SAP, SNOW, NOW (not sure), etc.
Thanks 5i and Cheers.
PK
The software sector has taken it on the chin in the last few weeks based on the "AI will eat software" theme.
In my opinion, you buy software companies that own things AI cannot generate or scrape.
Therefore, the survivor software companies should have two broad “moats” in the new AI age:
1. Data that is unique and private. If an AI can't get the data elsewhere, the value of this data increases.
2. Regulation. Hospitals won't switch to a chatbot that isn't FDA-approved. Same for governments.
Therefore, I wondering which companies will likely face challenges while others will thrive in this new world. I offered a few below, but please feel free to jump in or revise:
Thrive - For example: CSU, TRI, CRWD, PLTR, SNPS/CDNS, SHOP (not sure) etc.
Challenged - For example: CRM, Adobe, SAP, SNOW, NOW (not sure), etc.
Thanks 5i and Cheers.
PK
Q: Firstly apologies to the 5i membership. I saw what I thought was a great chart in TER and then a long term recommendation from 5i. My purchase just so happens to be the start of a 20% decline. Any concerns? Do you still have the same conviction?