Q: If we liked Applovin at $515, shouldn’t we be lovin’ it at $315, especially after a likely-bogus short attack?
How do you like it here for a 3 year hold?
How do you like it here for a 3 year hold?
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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: Can you comment on NVDA's outlook? Thanks!
Q: Hi Peter, Can you comment on Pinetree financial results. Any additional comments on its interest level. It seems to be getting more attention lately. Also would you buy at current levels.
Thank you
Thank you
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Peyto Exploration & Development Corp. (PEY)
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Exchange Income Corporation (EIF)
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Lumine Group Inc. (LMN)
Q: Took a small position in these 3 stocks this week. Your thoughts on lmn quarter results this week and longer time holding in all of the above. Cheers
Q: Enghouse just seems to be technically very negative here. I have been waiting for a bounce but would you advise selling at this point?
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Kinaxis Inc. (KXS)
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Open Text Corporation (OTEX)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: A recent article in the Globe postulated that M & A activity in the Canadian tech sector could increase in 2025. Some of the reasons given were the delayed implementation of the increase in capital gains taxation, the low Canadian dollar and tariffs.
Are there tech companies you would view as potential take-over targets in 2025?
Thanks for the great service!
Ian
Are there tech companies you would view as potential take-over targets in 2025?
Thanks for the great service!
Ian
Q: DCBO is down 20 percent today, after reporting earnings. Can you please comment on their earnings report?
Would you view this drop as a buying opportunity or would you wait to see if revenue improves?
Would you view this drop as a buying opportunity or would you wait to see if revenue improves?
Q: Hello 5i Team,
What are your thoughts on Arista networks from here? AI demand is still strong and all those GPU's have to be networked. NVDA networking division was actually flat (did not grow) so you would assume there is other networking equipment being used.
If you like it would you accumulate at these prices or lower?
What are your thoughts on Arista networks from here? AI demand is still strong and all those GPU's have to be networked. NVDA networking division was actually flat (did not grow) so you would assume there is other networking equipment being used.
If you like it would you accumulate at these prices or lower?
Q: Can I get your thoughts on SOUN and recent earnings? has the market overly punished it after NVDA's divestiture?
Q: Is SNPS a SELL???.....Tom
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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Constellation Software Inc. (CSU)
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Celestica Inc. (CLS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Palo Alto Networks Inc. (PANW)
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CrowdStrike Holdings Inc. (CRWD)
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Shift4 Payments Inc. Class A (FOUR)
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Applovin Corporation (APP)
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Cellebrite DI Ltd. (CLBT)
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Lumine Group Inc. (LMN)
Q: Time to clean up my tech holdings. Can you please rank them for a 3-5 yr hold. Need to get rid of 1 or 2 and maybe trim some others. Thank you
Q: Kim Bolton was on BNN today and he prefers SentinalOne over Crowdstrike.
Could you please give me your comments on this.
THank you
Margaret
Could you please give me your comments on this.
THank you
Margaret
Q: Did you get a chance to read the short report on Applovin? Any comments? Still up quite a bit, but wondering if I should hold, trim, or sell all and wait on the sidelines?
Thanks
Thanks
Q: Hello 5i
Could I have your current assessment of Jabil please? Have the management issues been resolved ? How is their outlook?
Thank you
Dave
Could I have your current assessment of Jabil please? Have the management issues been resolved ? How is their outlook?
Thank you
Dave
Q: Do think there is much credibility behind the rumour of a share buyout?
Your take on this would be appreciated. Many thanks.
Your take on this would be appreciated. Many thanks.
Q: What do you make of SHOP's stance on DEI? Any idea why they would do what they've done? What impact will this have for the company? I don't think it's a positive.
Q: Hi,
SMCI submitted 10K before the deadline. The company had provided forward guidance. What is the probability they wood goof up the next few quarters - specially when coming back from the brink.
Given its current valuation, would you trust the management and invest for the next few quarters? If yes, would you consider a full position or even going overweight?
Regards
Rajiv
SMCI submitted 10K before the deadline. The company had provided forward guidance. What is the probability they wood goof up the next few quarters - specially when coming back from the brink.
Given its current valuation, would you trust the management and invest for the next few quarters? If yes, would you consider a full position or even going overweight?
Regards
Rajiv
Q: Anything happening with BB on Tuesday? It was doing well in February but big drop in the last 5 days. Not related to cryptos. Related to AI or tariffs ? Thanks.
Q: Hi,
WDC just split into 2 companies today. Can you please take a look at the 2 individual companies and give me your take if you think both or the individual companies look like they will show strong growth and increased stock price over the next 5 year.
Buy , sell or hold on the 2?
With thanks
Sheldon
WDC just split into 2 companies today. Can you please take a look at the 2 individual companies and give me your take if you think both or the individual companies look like they will show strong growth and increased stock price over the next 5 year.
Buy , sell or hold on the 2?
With thanks
Sheldon
Q: Can you follow up on your last comments on Ultra Clean Holdings and their most recent earnings and why they dropped so much? Buy, hold or sell? thanks