Investment Q&A

Q: Time for an OTEX update, have we finally turned a corner? How much of a risk do you think AI presents?

Q: I like OTEX as a long-term holding, but am in a loss situation; for tax reasons, it would be worthwhile to realize this loss, and rebuy the security in >30 days. In the meantime, I am thinking of investing the proceeds temporarily in CGI Group (GIBa). I note that today OTEX "popped" by ~10% because of a good earnings report. Here are my questions:
1. Is this a good time to sell OTEX (with plan to rebuy a few weeks from now) or should I wait a bit, since the stock could be in a bit of an uptrend over the next few weeks?
2. Is CGI Group a good proxy for holding the proceeds of OTEX disposition for the next several weeks (or would you suggest another proxy)?
3. In general, what do you think of these two holdings-- CGI Group and OTEX-- as long-term holds? If YOUR portfolio included both companies, would you favor one over the other (i.e., greater weighting within the portfolio), and if so which one (based on long-term prospects and current valuations)?

Ted

Q: Can you compare the two companies. One went down and the other went up. I know you like adding to the winner. How would we rate these companies from risk/reward perspective. Are there any other companies in the space which could become the next NBIS.

Q: I saw your last two answers on this question and was curious what your thoughts are today after the dip? I've been waiting to initiate a position but I understand it's not profitable and they missed earnings. Would you be comfortable initiating a small position for potential huge returns in future?

Q: Duolingo went up 30% after earnings, then collapsed a few days later. What happened?

Q: I reviewed the executive commentary for the most recent quarter of AMD and found it somewhat less than inspiring. Nevertheless the stock did OK. Was this just going along on an up market day or were there hidden gems that I missed
I look forward to your valuable insight.
Thanks
Ian

Q: Hello
I understand these are speculative plays. Any idea why bmnr is surging daily whereas sbet surges than drops. From my understanding , sbet keeps issuing shares and as a result is not doing as well. I thought issuing shares to buy more ether was the goal.. i would appreciate your comments.

Q: Investable in your opinion?

Q: Hello 5i
Can you give me some feedback on Roku's earnings?
What caused the large fall in stock price?
What is your take on ROKU? Is it worth investing in, or should it be avoided.

Thank you
Steve

Q: Hello
I have a small position
MSFT cannot stop moving higher which is good

wants to add to the position, let me know what is a good entry point?
has been waiting for a pull back in Aug/Sept
thanks
Michael

Q: Palantir CEO Alex Karp on Monday characterized his company’s performance using a simple rule that has historically boded well for tech stock returns.

Karp said in a release that the company’s score with the “Rule of 40” was a 94%


Rule of 40 says that the sum of the revenue growth rate and the profit margin should be 40% or higher.

Do you use this?

How can an average investor measure & use it?

Can it be used on all stocks [company's]?

Thank you.

Q: Do you think that AVGO's high valuation is justified by its growth prospects or is it time to get out? Would you switch to QCOM, which is cheap because of the concerns they are about to lose Apple's business, some other stock, or would you hang in with AVGO?

Q: TEAM (Atlassian )dropped quite a bit on Thursday. Earnings seemed ok but president is leaving. Do you think the drop was overdone or warranted?

Thanks, Mike

Q: Is it good time to buy?

If yes, what’s the price target?

Earnings in few days is it a good time to add position for a growth portfolio?

Q: So, with the blockbuster results and a strong guidance this morning, SHOP stock is flirting with the $222 high recorded on Nov 19, 2021, during the day's trading.
Amazing !!!

What would you do with the stock, if you own a decent position ( 6-7% : similar to 5i portfolios, after today's 20% jump) from a Technical, Fundamental and Portfolio management perspective ?

Thank You

Q: Peter and His Wonder Team
They just reported quarterly results and EPS was a miss. What do you think of their prospects. A good contrarian buy or a value trap? Thank you for your help...

Q: In a recent question, you mentioned this was a solid liquid AI etf. I am also looking at the Canadian CIAIQ. Do the benefits of the former outweigh the Canadian etf? I would prefer buying Canadian wherever possible and wherever it makes a good rational case.

Thanks, as always. Great service.

Q: hi folks, thoughts on Q2 results for Docebo...buy/hold/sell...thx jb

Q: Good morning Peter and Team!

I have small positions in both SMCI and BKSY. After recent results, I’m considering consolidating into one company.

Which name do you have more conviction in, given a two-year time frame? For some context to other holdings in my portfolio, I have a very overweight position in NVDA and 3.3% in Nebius.

I echo the other members in thanking you for the NBIS idea, as I hadn't heard of this name until it was mentioned by 5i Research!

Thank you,

Brad

Q: Is ist to late to buy NBIS. What is your best bet for the price target in one year time frame.
Thank you as always for your wise advise
Raouf