Q: Does CSU and PLTR operate in SAAS industries and are there any similarities in the business in which they operate?
Thx
Thx
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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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Bragg Gaming Group Inc. (BRAG $3.04)
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WildBrain Ltd. (WILD $1.54)
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VerticalScope Holdings Inc. Subordinate Voting Shares (FORA $2.94)
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Reddit Inc. Class A (RDDT $196.30)
Q: Would you be able to comment on VericalScope's recent results? Would you buy, sell or hold? Thank you for your wonderful service.
Q: What do you think of today's results/announcement?
Q: I have a partial position in Constellation and Lumine and would like to top one up...which is better at this moment...long term investor....thanks for all that you do. Geoff
Q: With their recent good numbers and guidance and their expansion into AI infrastructure, what do you think it means for them in the future for the next 6 to 12 months.
Q: Which has the most upside consolation or nivia
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Apple Inc. (AAPL $258.27)
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Broadcom Inc. (AVGO $332.79)
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QUALCOMM Incorporated (QCOM $153.04)
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Texas Instruments Incorporated (TXN $196.63)
Q: Do you recommended QCOM as a good stock to own for long term dividend growth? Are you concerned about Apple and other cellphone manufacturers moving away from QCOM technology? I already own TXN and AVGO - is QCOM sufficiently different to hold as well?
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Constellation Software Inc. (CSU $2,651.30)
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Topicus.com Inc. (TOI $110.83)
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Lumine Group Inc. (LMN $23.19)
Q: Hi, just wondering if you had a chance to listen to the AGM of these companies this morning. I listened to it and they discussed a whole range of topics. They're all down 2-4% today. I'm assuming investors have some concerns of rising competition, ease of capital deployment, M&A opportunities, lowering hurdle rates, etc. Any concerns or thoughts going forward and do you see them continuing to outperform over the long term? These are long term holds for me. CSU is my largest holding at 5.8%, followed by LMN at 5.2% and TOI at 2.2%. Do these allocations look reasonable or should I balance them all out more evenly? Thank you!
Q: SMCI surged today after announcing a $20 billion deal. What impact can this deal have on the company's future earnings? I hold a small position in the stock. Should I consider increasing my investment? I'd love to hear your thoughts. Thank you.
Q: Hello - what do you make of the 5% decline today?
Q: Hi 5i
How were Glxy earnings today? Do you have any concerns going forward and do you expect the Nasdaq listing to be a big positive or maybe neutral for company shares ....
Would 5i continue to buy at these prices in the current market environment or wait ? 1 - 2 yr time frame?
thx
How were Glxy earnings today? Do you have any concerns going forward and do you expect the Nasdaq listing to be a big positive or maybe neutral for company shares ....
Would 5i continue to buy at these prices in the current market environment or wait ? 1 - 2 yr time frame?
thx
Q: Hi 5i Team - Axon has moved up very quickly in the past few days. Do you think it is ahead of itself. I know it sold off in the market downturn but do the fundamentals support this meteoric rise from that low point. Have insiders been buying. Thanks.
Q: Hi,
There was a healthy jump(twice that of the index) in the stock price of Lam Research. Are you aware of any reason for this event? I would appreciate your view on the company and whether it is advisable to jump in or wait for a pullback?
Regards
There was a healthy jump(twice that of the index) in the stock price of Lam Research. Are you aware of any reason for this event? I would appreciate your view on the company and whether it is advisable to jump in or wait for a pullback?
Regards
Q: Can you give me your thoughts on these two companies and would you favour one profile over the other at these levels? Thanks
Q: Hi, Could you please comment on CSu earnings. Thank you
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Constellation Software Inc. (CSU $2,651.30)
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Topicus.com Inc. (TOI $110.83)
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Lumine Group Inc. (LMN $23.19)
Q: Everyone, CSU, LMN and TOI have the same company strategy. They exist in technology but different spheres. The management of LMN and TOI came from the CSU training ground with the same skill sets as CSU. Can one assume that LMN and TOI will grow at similar rates as CSU over the long term? Clayton
Q: On May 8th, you responded to a question from Alex about QBTS and noted several issues including it being one of the most expensive stocks on the market. Are there any quantum computing stocks that you would consider to be investable? Thanks again. Dan.
Q: Do you have information on how many shares Constellation owns of each of Topicus and Lumine Group? Also what percentage of the float do they own of each?
Q: What are your thoughts, please?
Q: Hi folks... thoughts on Q results on Cantaloupe Ctlp/Q... thinking was a miss, and reduced guidance....does 5i still like??...or time to move on... thanks as always, jb