Q: Could you please describe SPSC’s business model, competitive advantages or weaknesses? What are the key factors that would support a long term investment in SPSC? Would you be confident in their earnings forecast? Could SPSC be a takeover candidate?
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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: Hi 5i Team,
I noticed that Lumine group was halted for a brief time this morning but did not see any news released. Any insights on why the halt?
Thanks!
I noticed that Lumine group was halted for a brief time this morning but did not see any news released. Any insights on why the halt?
Thanks!
Q: Png had 2.4 mil shares change hands the other day, also there has been positive contracts recently and share price is rising. How would you evaluate the risk vs opportunity at this point ?
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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GLOBAL X FDS (BOTZ)
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PTC Inc. (PTC)
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Dynatrace Inc. (DT)
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UiPath Inc. Class A (PATH)
Q: Robotics were a big part of the latest CES show in Las Vegas.
I would like to know what your best investment ideas to play this secular trend. I believe with the increased cost of labour this trend will only accelerate.
I am looking for your best stocks or ETF ideas to put in an RRSP to profit from this assumption.
Thanks for all your ideas and insights.
I would like to know what your best investment ideas to play this secular trend. I believe with the increased cost of labour this trend will only accelerate.
I am looking for your best stocks or ETF ideas to put in an RRSP to profit from this assumption.
Thanks for all your ideas and insights.
Q: Do you think long term investors will eventually be rewarded? Their software is installed in 54% of cars coming off assembly lines worldwide, have announced some big partnerships since beginning of December, are expanding into the fitness industry, yet share price really hasn’t moved.
Thanks for your insight.
Thanks for your insight.
Q: I purchased LSPD at its high of $100.00, now it is down to $25.00. I am 60 yrs old, don’t need the money. Should I sell it and move on, or wait for it to rebound somewhat. If I sold it what would be a good replacement. It is in my TFSA!
I need some advice!
Thank you.
I need some advice!
Thank you.
Q: Does this company appear to have any of the attributes of a LMN, TOI, or CSU? Do you foresee CTS copying their strategy of not offering further shares. Is it a good investment for a 5 year hold? Thanks
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Nutanix Inc. (NTNX)
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Super Micro Computer Inc. (SMCI)
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Crocs Inc. (CROX)
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Axon Enterprise Inc. (AXON)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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Nextracker Inc. (NXT)
Q: Hi team,
In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.
Could you provide a list of aggressive US growth stocks ?
Gratefully,
Jacques IDS
In your reply to Ric this morning, you provided an interesting list of Canadian agressive growth stocks.
Could you provide a list of aggressive US growth stocks ?
Gratefully,
Jacques IDS
Q: I try and invest in companies that have the potential to become long-term compounders and then hang on tight for many years. TIXT has pooped the bed, but going forward, do you think that TIXT is likely to become a long-term compounder? Is this the vision of their management?
Thanks.
Thanks.
Q: I currently own NVDA and have enough funds to add only 2 , which 2 would you add today of MSFT, GOOG or AMZN ?
Thanks
Thanks
Q: Would you be in favor of selling SYZ for LMN? This is for a RRSP and will be for a long term hold.
Thanks
Thanks
Q: CSU market cap has grown from 55 Billion to 75 Billion over the past three months. Have the companies fundamentals improved enough to justify a 20 billion increase? This would imply transformational developments. This move seems excessive to me and I am trying to understand what is behind it.
Thanks.
Thanks.
Q: Curious what you currently think of UBER. They apparently are starting to generate real profits and competition seems to be somewhat weakening. Looking at a small 100 share position. Thank you very much.
Q: Can you please give an update on COIN, especially in light of the new spot BTC etfs that are now available.
Coinbase charges 2.5% transaction fees, a business that will surely suffer now that there are ways to participate in BTC for 20 basis points. From what I rave read, COIN, as the custodian for several of these ETFs will be paid 5 basis points for AUM.
That’s 245 basis points lower than what they are make on their trading fees.
What is your outlook on this company? Is there any compelling reason to hold it? Please give your bull and bear case.
Thank you.
Coinbase charges 2.5% transaction fees, a business that will surely suffer now that there are ways to participate in BTC for 20 basis points. From what I rave read, COIN, as the custodian for several of these ETFs will be paid 5 basis points for AUM.
That’s 245 basis points lower than what they are make on their trading fees.
What is your outlook on this company? Is there any compelling reason to hold it? Please give your bull and bear case.
Thank you.
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Amazon.com Inc. (AMZN)
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Atlassian Corporation (TEAM)
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MKS Instruments Inc. (MKSI)
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Etsy Inc. (ETSY)
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ASGN Incorporated (ASGN)
Q: Please rate these companies from best to worse. Are there any that you would add to? Are any outright sells?
Q: I had been waiting for LMN to go down a bit before I purchased however that's not happening. Is $30 too much to pay if I'm looking at a 3-5 year holding period?
Q: Considering portfolio weights are personal, how high of a weight would YOU be comfortable holding CRWD?
Q: Would you own both, or which one is the best value and with maybe less risk?
Thanks again
Thanks again
Q: Now that Shopify is hitting new fifty-two week highs, do you expect it to keep going up for a while or just consolidate at some point, thanks?
Q: Hi 5i Team Could you tell me what is driving Meta? I have a small position in it and was planning on trading it for MSFT but it seems to be performing better recently. Do you think the trade is a good move or should I hang on to META.
TIA
TIA