Q: I am concerned that Softbank sold 100% of their holdings in Nvdia. Are you?
Why or why not?
Thanks
Sheldn
Why or why not?
Thanks
Sheldn
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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'm looking to start a position in NBIS and would be interested in what you would consider a good entry price.
Thanks
Thanks
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Constellation Software Inc. (CSU $3,285.39)
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Topicus.com Inc. (TOI $122.61)
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Lumine Group Inc. (LMN $28.20)
Q: Hi team,
I own LMN and TOI but not CSU. With the recent weakness in the group would you see it a better move to sell both LMN and TOI to consolidate into the larger CSU? Or would you continue to view LMN/TOI as having more long term upside compared to CSU due to their smaller size and still safe to hold the smaller spin offs? I won't need the funds for a decade or so at least.
Thanks,
Shane.
I own LMN and TOI but not CSU. With the recent weakness in the group would you see it a better move to sell both LMN and TOI to consolidate into the larger CSU? Or would you continue to view LMN/TOI as having more long term upside compared to CSU due to their smaller size and still safe to hold the smaller spin offs? I won't need the funds for a decade or so at least.
Thanks,
Shane.
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Meta Platforms Inc. (META $644.23)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $226.15)
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Tesla Inc. (TSLA $458.96)
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CrowdStrike Holdings Inc. (CRWD $504.78)
Q: Hi Folks,
Time for me to trim some GOOG. I have narrowed the field down to one of META, CRWD, TSLA and SHOP as my next buy. May I have your opinion as to which of the four you would recommend today and why?
Thanks
Time for me to trim some GOOG. I have narrowed the field down to one of META, CRWD, TSLA and SHOP as my next buy. May I have your opinion as to which of the four you would recommend today and why?
Thanks
Q: What do you think of TTMI? Thanks.
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Descartes Systems Group Inc. (The) (DSG $124.83)
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Kinaxis Inc. (KXS $171.57)
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Open Text Corporation (OTEX $45.70)
Q: Hi 5i team,
Do you think software can serve as a hedge against AI? If that's the case, and since they are mostly down, is it a good idea to start accumulating? Please provide some solid names in Canada (I have CSU family), the US, and internationally.
Best,
Matt
Do you think software can serve as a hedge against AI? If that's the case, and since they are mostly down, is it a good idea to start accumulating? Please provide some solid names in Canada (I have CSU family), the US, and internationally.
Best,
Matt
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Alphabet Inc. (GOOG $310.52)
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Microsoft Corporation (MSFT $478.53)
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Celestica Inc. (CLS $421.77)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $226.15)
Q: The only tech stock I own is MSFT. Can you tell me which 2 tech stocks you like from Canada and 1 from the US. This will be for a TSFA account
Thanks
Thanks
Q: what did you think of the results ,overreaction yesterday and today. I have a few shares sold a few yesterday wondering if its time to rebuy
Thanks
Thanks
Q: I recently started a position in MDA after the first melt down. Now it has had a second drop and I am questioning what to do. What would you recommend, take the loss, hold for now, fill the position?
Q: Hi Peter and 5i,
Can you give us the adjusted EPS figure after CSU reports today? Their published EPS is always a fraction of the adjusted.
Thanks so much.
Can you give us the adjusted EPS figure after CSU reports today? Their published EPS is always a fraction of the adjusted.
Thanks so much.
Q: It appears Globalstar has not denied the rumours about selling itself to Starlink. So there must be some truth to the rumours. Presumably once Musk controls Globalstar he would cancel or buyout Globalstar’s contract with MDA leaving MDA with no business? I understand Apple owns 20% of Globalstar so they would have to agree to the Musk buyout. I can see Apple not wanting to be at Musk’s mercy but also not wanting to operate Globalstar’s business. Any idea what the future holds for MDA. I’m a shareholder.
Jim
Jim
Q: This stock - CLS has gone crazy in the last year: FPE = 47, MS = FBV $322.70, TRI has a buy at this lofty FPE, and 15 analysts according to CIBC have price target for 2026 of $617.00. Who is right? At current price a full position for me would be 187 shs ( $90K). I see 5i still recommends a buy.
Q: Peter; Dell has dropped about $20.00 in a week or so. Is this just a reflection of the tech sell off or something related to outlook? Would you step in here - slowly? Thanks.
Rod
Rod
Q: What are your thoughts on CSU's earnings?
Q: What is going on with Thompson Raiders?
Q: TTD Your thoughts please on the quarter? Thanks
Q: We will revisit PL later when the company stops burning cash and the profitability becomes more solid.
Has it stopped burning cash?
What exactly does it do?
Who are PL's competitors?
Thank you.
Has it stopped burning cash?
What exactly does it do?
Who are PL's competitors?
Thank you.
Q: Which stock would you replace KXS for in the same sector? CND or USD. I already have SHOP, LMN, DSG, NVDA?
Thankyou for your service!
Thankyou for your service!
Q: Hello,
I currently hold VRT and no CLS. Are they different enough to hold both or is one OK? Thanks for your great service!
I currently hold VRT and no CLS. Are they different enough to hold both or is one OK? Thanks for your great service!
Q: Worth holding? What are your current thoughts? Growth outlook/valuation etc?