Q: Astera Labs (ALAB) sounds like an interesting software company with a focus on making computer systems more interoperable. What are 5i thoughts? and how would you compare to LMN. Thanks a ton for your valued thoughts.
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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.
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Celestica Inc. (CLS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Docebo Inc. (DCBO)
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Propel Holdings Inc. (PRL)
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Lumine Group Inc. (LMN)
Q: Hi 5i: I have a small position in LMN. I will add PRL with a pullback??? I would like to add a 3rd Canadian from the tech space.
I would appreciate your recommendation for this addition. Thank you for you your suggestion.
Tom
I would appreciate your recommendation for this addition. Thank you for you your suggestion.
Tom
Q: comment on Celestica's results vs estimates, please.
Thx
Thx
Q: Your thoughts on TINY. Is it worth holding, or do you rate it a sell. Thanks
Q: Hi 5i: Since March, GIB.B has been trending downwards, is there a reason for it. Is it a BUY today ? or should I wait until it settles!
thanks
thanks
Q: Hello, Nice call on VRT !!! Despite the last quarter's miss, stock continued to be strongly supported by 5i and now it blew past Earnings and Guidance !! So, now, do you expect a similar performance from CLS, after close Today ? If yes, at what levels, it would make sense to add to these two companies ? We have a 1% and 1.75% position in VRT and CLS, respectively. Thank You
Q: For a 3-5 years hold in a tfsa which one would be your choice today?
Looking only for growth.
Looking only for growth.
Q: Hi folks,
I am looking to add to my position in NVDA to bring me to a full weighing(5%) - would you suggest I wait after they report their earnings on May 22 or go ahead and buy now.
Thanks
I am looking to add to my position in NVDA to bring me to a full weighing(5%) - would you suggest I wait after they report their earnings on May 22 or go ahead and buy now.
Thanks
Q: VEEV sold off with the departure of their CFO. Do investors have reason for concern? More generally, do you still feel this is a high quality technology holding?
Thanks.
Thanks.
Q: SURG Can you please provide your investment analysis on this company? ThanksSURG
Q: Good afternoon all;
I currently own LMN and KXS in equal sized positions in TFSA's. I consider these my higher growth oriented emerging technology investments. I've held LMN since $30 and traded in and out of KXS between $100 and $200 since 2019.
My question is whether future investment gains would be better served trading out of KXS (which has performed historically but become frustrating and seems a laggard recently) and into Topicus (which seems a bit opaque).
Thanks as always,
Dave
I currently own LMN and KXS in equal sized positions in TFSA's. I consider these my higher growth oriented emerging technology investments. I've held LMN since $30 and traded in and out of KXS between $100 and $200 since 2019.
My question is whether future investment gains would be better served trading out of KXS (which has performed historically but become frustrating and seems a laggard recently) and into Topicus (which seems a bit opaque).
Thanks as always,
Dave
Q: Hello,
Would you recommend CGI for a long term hold? Can you please provide your thoughts on current valuation and debt level. Thank you.
Would you recommend CGI for a long term hold? Can you please provide your thoughts on current valuation and debt level. Thank you.
Q: I am wondering what cybersecurity stocks you might recommend and/or whether you would recommend a cybersecurity etf as the way an investor might invest in this important and growing sector . I currently own one cybersecurity stock, Fortinet, and want to add exposure to the sector. Thank you
Q: Hi - would love your thoughts on why CLS is falling faster than its peers of late. Would you suggest continuing to hold (if long) or buy if not owned? How concerned are you about upcoming EPS release? Many thanks as always.
Q: Hi 5i, do you share the market's concern that SMCI did not "pre-anounce" earnings? Is the downward move justified?
Thanks!
Thanks!
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NVIDIA Corporation (NVDA)
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Super Micro Computer Inc. (SMCI)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: Curious if there was any specific news on the 10% drop on Friday or reasons for the drop?
Q: It would be interesting to hear where you think this stock may be in 2 years, and 5 yrs? Thanks so much. (Your answer will be taken with the understanding that nothing is set in stone and you are not psychic.....)
Q: I have held Unity and have a loss. What are its prospects? Should I hold or sell? Thank you
Q: We’ve had a few bad days here…cause for concern or would you advise to just hold? How confident are you that the stock will return to old highs? I get worried with names that have gone up a lot fairly quickly that they may reverse course. Thanks.
Q: The BE portfolio seems to have around 14% in these three related stocks. Can you please comment on why you are comfortable not seeing these as an overly concentrated bet for a balanced portfolio?
Thanks
Thanks