Q: Do you know what is causing JBl to be so weak? Would you buy at this low price? Thank you.
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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: do you recommend waiting till earnings release to buy the stock or what percentage chance do you place on better then expected results and a significant rise again?
Q: I'm having trouble nailing down exactly what CLS does. Is it a technology company or an industrial company? Also, do you think it would be a good time to invest in the company?
Q: Please recommend some Canadian companies whose stock prices will appreciate due to their activities in AI and data centres. Tx Ron L
Q: Could you comment on ATS earnings, please.
Q: I seem to recall OTEX being included in the past on your list of companies that were possible takeover targets? If that was true once, do you still see the possibility that the “assets” of the company would be desirable to someone today at it’s current valuation?
Q: Hi, What are your thoughts on Nextracker earnings and outlook ? CC is scheduled for 5 PM. We took a starter 1% position, last week, after reviewing several favorable comments from 5i team. What would you recommend going forward - Add to the position gradually, starting, Tomorrow Or, wait for stock to settle Or, wait for another quarter ? Also, would appreciate decent price levels to accumulate.
Thank You
Thank You
Q: I own shares in Nextracker and am happy with its recently announced results. Do yo like this company as an investment and do you have other companies Canadian or US that you would recommend that are likely to do well as a result of the movement in AI? Thank You.
Q: Whats popping this today?
Thx
Thx
Q: I have held DSG for about 2 years in my RRSP and currently down about 24%. This position represents about 1.75% weight in the RRSP account and 0.48% of all investment accounts. I know 2 yrs may not a long time to give an investment a change but in this day of over performing tech stocks it seems that OTEX is not able to execute. Do you agree with this view? If I decide to exit, do you have 2 or 3 options to switch into?
Thanks for all the help.
Thanks for all the help.
Q: Although at a loss as to what LIDAR sensors might be, the growth of OUST is very interesting. What is your opinion of the firm?
Q: I purchased AXON around $200 in a margin account, I'm paying 7% on the margin. Question, do I keep holding knowing that I need 7% return to break even or do you think it trades sideways until the next earnings report. Note: My Margin account only accounts for 10% of my portfolio. Thanks (I know short term is hard to predict.)
Q: Hi 5i Team,
Pls comment on Nextracker Inc. quarterly earning result.
Pls comment on Nextracker Inc. quarterly earning result.
Q: At what point does SHOP become interesting to buy? Timing is tough but how low do you see it going before buyers step in?
Q: Can I get 5i's updated view on ANET. It had reported updated earnings a few days ago. How does its valuation compare to other AI-related stocks?
Q: I know that your most recent assessment of FORA was downbeat, however, they just released results that blew everyone out of the water and a number of analysts (RBC,TD, CIBC, RJ etc.) were falling over themselves to provide upgrades and significantly increase their targets. Would appreciate your view.
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Sylogist Ltd. (SYZ)
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Enghouse Systems Limited (ENGH)
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Open Text Corporation (OTEX)
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Altus Group Limited (AIF)
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TECSYS Inc. (TCS)
Q: You recently said that trimming the weeds in a portfolio is something to believe in. Is SYZ a weed? I have held this stock for more than ten years and 5i's coverage of it was one of the reasons for my original subscription. I like the unique sector SYZ operates in and its growth potential, but I am losing patience and wondering if it is time to move on. If I sold SYZ I would add to my other Canadian software holdings, namely OTEX, ENGH, TCS and AIF, but I hesitate because SYZ provides diversification and may yet turn around. As always, I welcome your insight.
Q: There is a 18.92% short position currently. Is this a concern as far as starting a position. I want to buy but feel hesitant with that number.
Q: With a decent dividend yield a person can be more patient to see growth materialize, but am looking for your input on this stock, and their recent earnings.
Q: I unfortunately bought dcbo last week. Were earnings and forecast bag enough for the big drop? Thoughts going forward? I'm OK moving on if thesis had changed.