Q: It is difficult for a "non-expert" to invest and follow large tech stocks ,plus the fact that the choice is very limited in CDA in my view .Do you believe that CSU is the safest and most promising "large Canadian tech stock" , if yes ,what would be a great entry point, if not ,any other choice ?
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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: When is SHOP next reporting? I believe it's this week but not sure. In a previous question, the general expected numbers were 26c and 2.34b. What does 5i expect? What might result in SHOP beating numbers and conversely missing? Its getting beaten down today on fairly heavy volume (Tuesday late afternoon) and has been weak the past while. Is this just SHOP being volatile or could the market know something?
Q: I'm interested in initiating a position in CLS. What are your thoughts are the current evaluation? What would be the case for initiating a position today vs. potential detractors?
Q: Searched but didn't see earnings comments. Your assessment please.
Q: A recent question asked for a suggested entry stock price for TOI. Your answer was $154. Today (May 12) TOI closed at $159.52. That is a difference of $5. My question is what parameters & technique did you use to determine that $154 could be an entry price. Thanks … Cal
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Constellation Software Inc. (CSU $2,595.11)
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Topicus.com Inc. (TOI $98.71)
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Lumine Group Inc. (LMN $24.87)
Q: My LMN has become 4% of my portfolio - bought most at $17.50 minus the amount given my CSU. I have a 5% position in CSU and virtually no TOI. Sell some LMN to buy TOI? Just buy TOI or considered myself covered by CSU? Growth investor, 10 year horizon. What would you do if it were your account?
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Lumentum Holdings Inc. (LITE $649.56)
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Itron Inc. (ITRI $92.31)
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Applied Optoelectronics Inc. (AAOI $86.33)
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Coherent Corp. (COHR $245.80)
Q: NYSE Coherent Corp. (COHR)
How many other competitors are doing the same thing as COHR?
Do they have a moat.
Thank you.
How many other competitors are doing the same thing as COHR?
Do they have a moat.
Thank you.
Q: Do you think ADBE will be a long-term winner, given the AI impact on its business? If you like the company long term, would you average down on it and at what price would look attractive to you?
Q: With the recent drop in stock price, due to a misunderstanding of where their funding comes from, is the stock worth buying? and at what price? TIA
Q: Reports on May 5 after close. Do U think it will beat estimates of eps 13 and Rev $862m.Imvariably beat estimates.A current darling that is a outformer ytd.Reportedly signed lots of contracts,both Commrtcial & Governmental eg Nato,Ice.Also partnership with Samsung.Goog, Msft,& SpaceX & Anduril to bid for "Golden Dome" etc. What is the ratio of Inst & retail ownership?Lately very voliate after reports(think more to the upside).Do U think I should trim/ sell after massive gain(p/p $22),hold or add tomorrow.Txs for u usual great views & services.
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Sea Limited American Depositary Shares each representing one Class A (SE $87.59)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.14)
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MercadoLibre Inc. (MELI $1,728.14)
Q: I want to like SHOP but get put-off by the (forward) P/E. MELI scores better on P/E and RoE and appears to have momentum. Then there's SE, which shares MELI's P/E but shows better RoE growth; OTOH, it's somewhat more opaque.
I can see how SHOP might stand out on the basis of its global reach (i.e., which offsets possible weakness in North America), but have to wonder if, in the new world order, SouthEast Asia is the territory for e-commerce growth; ideas?
I can see how SHOP might stand out on the basis of its global reach (i.e., which offsets possible weakness in North America), but have to wonder if, in the new world order, SouthEast Asia is the territory for e-commerce growth; ideas?
Q: Can you discuss META as a company, and why you’re so bullish moving forward? Thanks
Q: Hi team,
What’s your take on Lmn’s quarterly results tonight ?
Thanks,
Shane
What’s your take on Lmn’s quarterly results tonight ?
Thanks,
Shane
Q: Hello Peter,
I am undecided over how to handle my Constellation software holding. I have done well with it and it is 15% of my portfolio. I am vacillating between trimming some and letting it ride until there is a threat from a black swan event. You must have encountered such situations before and your opinion and reasoning may help me take a decision.
Regards
Rajiv
I am undecided over how to handle my Constellation software holding. I have done well with it and it is 15% of my portfolio. I am vacillating between trimming some and letting it ride until there is a threat from a black swan event. You must have encountered such situations before and your opinion and reasoning may help me take a decision.
Regards
Rajiv
Q: Your thoughts on OTEX, is there enough happening here to see this stock higher in a year from now? What are the most significant numbers in this Q report?
Thanks.
Thanks.
Q: Hi 5i.
I am hoping you can answer this question, which has been puzzling me for awhile. Every day, when I look at the list of the top-traded stocks on the NASDAQ in the Financial Post, MSFT is never there. I can't understand why this would be. Is it because a huge percentage of the stock is held by institutions that simply do not trade it?
I am hoping you can answer this question, which has been puzzling me for awhile. Every day, when I look at the list of the top-traded stocks on the NASDAQ in the Financial Post, MSFT is never there. I can't understand why this would be. Is it because a huge percentage of the stock is held by institutions that simply do not trade it?
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Apple Inc. (AAPL $254.23)
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Amazon.com Inc. (AMZN $215.20)
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Meta Platforms Inc. (META $622.66)
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Alphabet Inc. (GOOG $309.41)
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Microsoft Corporation (MSFT $399.41)
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NVIDIA Corporation (NVDA $181.93)
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Tesla Inc. (TSLA $399.27)
Q: My mag7 holdings have only really consisted of GOOG and NVDA, is this good enough? Seeing MSFT and META with strong earnings, should I diversity more into the other holdings? If you were to rank the mag7, what would they look like? Was considering a stake in AMZN and I know they report tonight. Thank you!
Q: Zebra Technologies just reported earnings and, while it beat expectations and has a solid backlog and pipeline, the outlook is looking rather dismal due to so much macroeconomic uncertainty. I was also wondering, with so many customers buying during the pandemic, how long until you think they will need to upgrade? I know the company is expanding into adjacent markets and internationally but wonder if most businesses now have the technology in place. Would you move on? Or hold? Thank you.
Q: Is this still worth holding? It is down like many type ETFs. CI Global Asset Mgt is to be purchased by Mubadala Capital. Not sure if everything will be "steady as she goes".
Q: Between these two which would you see as better overall for a 3-5 year hold with a growth tilt.