Q: Your thoughts please on the quarter?
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.
Q: I have partial position in DCBO:CA. Would you add at this time?
Q: Please comment on the recent results?
Thanks
Thanks
Q: Why would DCBO dropped so much at today's opening? The results are not that bad - at least not to us small retails?
Thanks.
Thanks.
Q: Hi Team,
This earnings season has seen many growth stocks , especially tech; get absolutely smashed for not exceeding expectations. This being said, would it be wise to sell some Nvda before earnings as I am overweight? I am wondering if this will be any other name that drops 20% because it didn’t beat analysts estimates quite enough ? Or do I just ride the wave being my investment time frame is 10yrs plus?
Thoughts ?
This earnings season has seen many growth stocks , especially tech; get absolutely smashed for not exceeding expectations. This being said, would it be wise to sell some Nvda before earnings as I am overweight? I am wondering if this will be any other name that drops 20% because it didn’t beat analysts estimates quite enough ? Or do I just ride the wave being my investment time frame is 10yrs plus?
Thoughts ?
Q: Can you please comment on earnings and whether this is a buy, hold or sell. Thank you!
Q: Please comment on earning. Thanks for your excellent service.
Q: My question is on SHOP. We saw META drop from $493 to $414 because of a bad report. But being the powerhouse, loved stock that it is, it has come back to nearly where it dropped from.
Can SHOP do the same since it is also a darling?
thanks
Can SHOP do the same since it is also a darling?
thanks
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Constellation Software Inc. (CSU)
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Topicus.com Inc. (TOI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Lumine Group Inc. (LMN)
Q: Good morning. Would it be fair to say that CSU is basically the tech version of BN? BN has, what six or seven children and CSU now has a set of twins. Do you see CSU continuing to give birth to more children?
And if so, at what point would you rather just own the kids and let the parent go, if ever?
And if so, at what point would you rather just own the kids and let the parent go, if ever?
Q: Hi 5i,
Would appreciate your thoughts on Engine Capital’s letter to DND in regards to their suspicions that DND intends to issue shares.
I see Engine Capital’s efforts as a positive check to DND management but I am concerned how effective they can be.
Thank you,
Greg C.
Would appreciate your thoughts on Engine Capital’s letter to DND in regards to their suspicions that DND intends to issue shares.
I see Engine Capital’s efforts as a positive check to DND management but I am concerned how effective they can be.
Thank you,
Greg C.
Q: Hi 5i
How were Arms earning and how do you view them going forward.....Would you be interested in them at current price going forward.... Why the continued drop? Fear of nvda earnings maybe?
Currently have small position, interested in average down for at least 2 years hold...
Thx
How were Arms earning and how do you view them going forward.....Would you be interested in them at current price going forward.... Why the continued drop? Fear of nvda earnings maybe?
Currently have small position, interested in average down for at least 2 years hold...
Thx
Q: What is your assessment of TIXT latest earnings. Why is there such a strong negative market reaction?
Q: Of the covered call funds which ones do you like the best? Canadian only.thanks Larry
Q: Regarding SHOP's recent earning report, Stockwatch website has a title of "Shopify loses $273-million (U.S.) in Q1 instead of EPS of 20c. Could you please elaborate their earnings a bit to understand? Thanks
Q: Good day your thoughts on Zeta Holdings please thank you
Q: Regarding the CEO news for Topicus CEO Robin van Poelje disclosing a temporary role as Chairman and CEO at Your.world. you comment to Frank
"It is fairly bizarre but we are sure Mr VP and TOI have some sort of plan thought out. A future acquisition wouldn't surprise us much. But there is really no information other than a brief press release to go on here."
MORE INFO:
- Your.World and your.online are owned by Strikwerda Investments (Netherlands) Robin is married to the owners daughter and worked for Strikwerda who founded and sold TSS (Total Specific Solutions) to Constellation in 2013 (the family agreed to sell TSS so long as they could retain a 33% minority interest and Robin could remain as CEO) and as you know merged into what we know as Topicus in 2021.
Does this change your views?
"It is fairly bizarre but we are sure Mr VP and TOI have some sort of plan thought out. A future acquisition wouldn't surprise us much. But there is really no information other than a brief press release to go on here."
MORE INFO:
- Your.World and your.online are owned by Strikwerda Investments (Netherlands) Robin is married to the owners daughter and worked for Strikwerda who founded and sold TSS (Total Specific Solutions) to Constellation in 2013 (the family agreed to sell TSS so long as they could retain a 33% minority interest and Robin could remain as CEO) and as you know merged into what we know as Topicus in 2021.
Does this change your views?
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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Zscaler Inc. (ZS)
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CrowdStrike Holdings Inc. (CRWD)
Q: Hi,
I know these are some of your favorite cyber security stocks. All of them have drifted down recently. Your uncanny call for FTNT's price of 59 has been reached AND breached!
What would be your new entry points fr these? Please feel free to add any other name if you feel it is warranted.
I know these are some of your favorite cyber security stocks. All of them have drifted down recently. Your uncanny call for FTNT's price of 59 has been reached AND breached!
What would be your new entry points fr these? Please feel free to add any other name if you feel it is warranted.
Q: Hi 5i,
I imagine you might get more than a few questions about CTS this week.
I've got quite a bit tied up in it in a TFSA, and keep waiting for my loss to lessen so that I can sell less painfully and move on (as I don't have much faith in the name overall). Today's earnings make me wish I'd already done so.
Please advise what you envision for this name over the next couple of quarters, if you don't mind giving that short term view.
Thanks,
Peter
I imagine you might get more than a few questions about CTS this week.
I've got quite a bit tied up in it in a TFSA, and keep waiting for my loss to lessen so that I can sell less painfully and move on (as I don't have much faith in the name overall). Today's earnings make me wish I'd already done so.
Please advise what you envision for this name over the next couple of quarters, if you don't mind giving that short term view.
Thanks,
Peter
Q: please comment on converge earnings and your thoughts forward looking.
thank you.
thank you.
Q: Hi Peter,
Can you provide your comments regarding the Press Release today on Topicus and the Robin van Poelje (Topicus CEO) disclosing a temporary role as Chairman and CEO at Your.world . Do you think this may end up being an acquisition target for Topicus. Just wondering if there is anything to read into here?
Can you provide your comments regarding the Press Release today on Topicus and the Robin van Poelje (Topicus CEO) disclosing a temporary role as Chairman and CEO at Your.world . Do you think this may end up being an acquisition target for Topicus. Just wondering if there is anything to read into here?