Q: Hi 5i Team,
Pls comment on Nextracker Inc. quarterly earning result.
Pls comment on Nextracker Inc. quarterly earning result.
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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: At what point does SHOP become interesting to buy? Timing is tough but how low do you see it going before buyers step in?
Q: Can I get 5i's updated view on ANET. It had reported updated earnings a few days ago. How does its valuation compare to other AI-related stocks?
Q: I know that your most recent assessment of FORA was downbeat, however, they just released results that blew everyone out of the water and a number of analysts (RBC,TD, CIBC, RJ etc.) were falling over themselves to provide upgrades and significantly increase their targets. Would appreciate your view.
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Sylogist Ltd. (SYZ)
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Enghouse Systems Limited (ENGH)
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Open Text Corporation (OTEX)
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Altus Group Limited (AIF)
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TECSYS Inc. (TCS)
Q: You recently said that trimming the weeds in a portfolio is something to believe in. Is SYZ a weed? I have held this stock for more than ten years and 5i's coverage of it was one of the reasons for my original subscription. I like the unique sector SYZ operates in and its growth potential, but I am losing patience and wondering if it is time to move on. If I sold SYZ I would add to my other Canadian software holdings, namely OTEX, ENGH, TCS and AIF, but I hesitate because SYZ provides diversification and may yet turn around. As always, I welcome your insight.
Q: There is a 18.92% short position currently. Is this a concern as far as starting a position. I want to buy but feel hesitant with that number.
Q: With a decent dividend yield a person can be more patient to see growth materialize, but am looking for your input on this stock, and their recent earnings.
Q: I unfortunately bought dcbo last week. Were earnings and forecast bag enough for the big drop? Thoughts going forward? I'm OK moving on if thesis had changed.
Q: Your thoughts please on the quarter?
Thx
Thx
Q: I have partial position in DCBO:CA. Would you add at this time?
Q: Please comment on the recent results?
Thanks
Thanks
Q: Why would DCBO dropped so much at today's opening? The results are not that bad - at least not to us small retails?
Thanks.
Thanks.
Q: Hi Team,
This earnings season has seen many growth stocks , especially tech; get absolutely smashed for not exceeding expectations. This being said, would it be wise to sell some Nvda before earnings as I am overweight? I am wondering if this will be any other name that drops 20% because it didn’t beat analysts estimates quite enough ? Or do I just ride the wave being my investment time frame is 10yrs plus?
Thoughts ?
This earnings season has seen many growth stocks , especially tech; get absolutely smashed for not exceeding expectations. This being said, would it be wise to sell some Nvda before earnings as I am overweight? I am wondering if this will be any other name that drops 20% because it didn’t beat analysts estimates quite enough ? Or do I just ride the wave being my investment time frame is 10yrs plus?
Thoughts ?
Q: Can you please comment on earnings and whether this is a buy, hold or sell. Thank you!
Q: Please comment on earning. Thanks for your excellent service.
Q: My question is on SHOP. We saw META drop from $493 to $414 because of a bad report. But being the powerhouse, loved stock that it is, it has come back to nearly where it dropped from.
Can SHOP do the same since it is also a darling?
thanks
Can SHOP do the same since it is also a darling?
thanks
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Constellation Software Inc. (CSU)
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Topicus.com Inc. (TOI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Lumine Group Inc. (LMN)
Q: Good morning. Would it be fair to say that CSU is basically the tech version of BN? BN has, what six or seven children and CSU now has a set of twins. Do you see CSU continuing to give birth to more children?
And if so, at what point would you rather just own the kids and let the parent go, if ever?
And if so, at what point would you rather just own the kids and let the parent go, if ever?
Q: Hi 5i,
Would appreciate your thoughts on Engine Capital’s letter to DND in regards to their suspicions that DND intends to issue shares.
I see Engine Capital’s efforts as a positive check to DND management but I am concerned how effective they can be.
Thank you,
Greg C.
Would appreciate your thoughts on Engine Capital’s letter to DND in regards to their suspicions that DND intends to issue shares.
I see Engine Capital’s efforts as a positive check to DND management but I am concerned how effective they can be.
Thank you,
Greg C.
Q: Hi 5i
How were Arms earning and how do you view them going forward.....Would you be interested in them at current price going forward.... Why the continued drop? Fear of nvda earnings maybe?
Currently have small position, interested in average down for at least 2 years hold...
Thx
How were Arms earning and how do you view them going forward.....Would you be interested in them at current price going forward.... Why the continued drop? Fear of nvda earnings maybe?
Currently have small position, interested in average down for at least 2 years hold...
Thx
Q: What is your assessment of TIXT latest earnings. Why is there such a strong negative market reaction?