Q: What effects do you see Artificial Intelligence having on Vertical Market Software companies , and specifically to CSU and its divisions? Is AI more or less of a threat to VMS than to horizontal software? How is CSU positioned for this massive technological transition?
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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: Both of these companies are trending in the right direction. I can only afford to buy one from this sector. Which one would you recommend for greater growth in the next 3-5 years. Thnks
Q: Which stock do you better going forward for industrial exposure between VRT and ATS. I own WSP, TRI, and TFII already in this sector. Thinking of adding one of the two to either my TFSA or non registered account. Thanks.
Q: Hello, Lumine shares have rallied almost 20%, since TD initiated coverage on Nov 14, with a BUY rating and $28 price target. Based on its present valuation and growth prospects (5-10 years), vis-a-vis, CSU/TOI, would you be comfortable increasing current position size of 1.75%, even after the run up ? Or would you suggest to add to 3.50% TOI weight ? ( CSU, already being a large weight ). Thank You
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Apple Inc. (AAPL)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Ford Motor Company (F)
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Magna International Inc. (MG)
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Advanced Micro Devices Inc. (AMD)
Q: Hello 5i,
I am considering to let go of Ford and Magna as I don't see an EV catalyst for Ford and I am not sure about Magna since the Apple car rumour has disappeared !!!!
If I was to sell both, I like to add to one of the other tech companies ( listed above). On an evaluation basis which one is cheaper and that it has the forward momentum to excel in terms of their existing products and AI?
Thanks
Carlo
I am considering to let go of Ford and Magna as I don't see an EV catalyst for Ford and I am not sure about Magna since the Apple car rumour has disappeared !!!!
If I was to sell both, I like to add to one of the other tech companies ( listed above). On an evaluation basis which one is cheaper and that it has the forward momentum to excel in terms of their existing products and AI?
Thanks
Carlo
Q: I have been investigating a fairly new ETF, namely QQQT from Evolve. It seems to provide good representation of most of the magnificent seven as well as several others. Your thoughts on the management fee (0.25%) and whether you would prefer the hedged or non-hedged product.
Q: Lumine stock has increased decently in price in the last month. Is it best to wait for a pullback or purchase now? Thanks
Q: Could you comment on the timeliness of investing in NVEI at this time.
Thanks,
FDF
Thanks,
FDF
Q: Can you please analyze and compare these 2 companies for me?
Q: Your impression on the issuer bid? One month ago, it was $40 and today, they offer $55. Weird timing, isn't it?
Q: I see no one has asked yet about NVIDIA’s quarter. Frankly block buster outside of the speculative concern about chip sales to China?
Q: If you had to invest in just one of these two companies, which one would it be and why? Growth is the main objective here. This is for a TFSA account. Thank you
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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Qualys Inc. (QLYS)
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CrowdStrike Holdings Inc. (CRWD)
Q: I'm interested in getting into the cyber security sector, My research indicates PANW is the company I should consider. Please share your thoughts on the company and if you think it is currently a good time to buy.
Q: Can you compare the valuations of Lumine and Topicus please? Thanks
Q: Everyone, MSFT recently hired Sam Altman. What can one person do for a company? Clayton
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Is LSPD recent results (Nov 2nd) represent a significant improvement or you would still stay on the side line before adding or starting new position? How would you compare NUVEI and LSPD today?
Thanks for your insight, Peter
Thanks for your insight, Peter
Q: can you describe the step by step process used by LMN to acquire a VSM company ? do they give existing management shares of LMN or pay them a combo of cash and stock? does LMN assume debt when adding to the VSM portfolio?. does existing management continue to have a stake in the newly acquired VSM company ? if so what percent? are there non compete clauses? does existing management have a relatively free rein in future corporate decisions? thanks Richard
Q: Everyone, CSU shares, to my knowledge, have never split and as of today the share price is $3185 ish. What would it take for CSU to split their shares? I understand it’s does nothing financially but give you more shares. Clayton
Q: Can you explain FTNT and PANW drop on earnings and mostly how if you think it can impact or not CRWD?
I think they droped because of lowered previsions and i see some insiders selling but no buying.
I think they droped because of lowered previsions and i see some insiders selling but no buying.
Q: Hi 5i team
I have 15% Workday in my RRIF in USD. I am thinking of trimming down and adding 3 more USD positions. Can you suggest a few USD companies for Growth over a 3-5 year hold ?
Thanks Linda
I have 15% Workday in my RRIF in USD. I am thinking of trimming down and adding 3 more USD positions. Can you suggest a few USD companies for Growth over a 3-5 year hold ?
Thanks Linda