Q: I keep reading and stock keeps growing. Would you buy at current price, as likely not getting a pull back and what weighting would you consider. Cheers!
Q: Assume that you've come across LMN's annual report. You have no idea the name of the company and its attachment to CSU. You area also aware of past metrics, and other numbers - the short history that it has.
Question - based on seeing these numbers, what do you see as a reasonable P/C and P/S valuation (or any other better valuation metric) for this unknown company in an assumed economic slowdown....just roughly. Thanks.
Q: Would you please provide your thoughts on GCT and its recent earnings. Seems odd that it advanced significantly immediately after the earnings were announced, and then the next trading day it gives back all the gains, and is now lower than the day prior to the earnings announcement.
Q: I know you hold Palantir. Do you think it's over valued at this price? It seems like a promising company with intriguing software but I worry about buying it at this valuation. Thanks,
Q: Hi there, todays news that CTS was awarded 2024 Nvidia Networking Partner of the Year as well as the Canadian Partner of the Year confirms they are deeply involved with Nvidia.
Does this really mean much? I'm sure it definitely brings more awareness of CTS.
But do these types of recognition awards increase business/sales, etc? Especially considering Nvidia is talked about everywhere and all the time now.
Can I get your assessment on the new shares issued at $875? Where do you think this stock goes from here, and would you rate it buy, sell or hold? Thanks.
Q: Engine Capital bought into PKI and did wonders for the stock price Now they bought a 5.3% holding in DND. What do you think of the transaction? Can I hope for similiar results to PKI?
Q: Hi, could I have your updated opinion on CFLT please? I don't see recent questions on it - I have a small position and need to top up or sell. Could you possibly rank compared to DDOG, PATH, SNOW, APP
Q: On the software security front, my opinion is that the general, PANW is slipping a bit and being reigned in by CRWD, NET, ZS. What is your opinion on these, and also S? Could you please rank for growth over the next 5 years?
Q: In your previous answer March 15, 5i said the P/E ratio is about 52 but it looks like about 365 on my bank platform. Could you clarify pls? Also, what is a good price to buy AMD now pls?
Q: Looks like another double digit growth quarter from Evertz. Thoughts on the quarter and where you think the valuation could go based on the growth we have seen in the past 3 quarters.
Q: Sorry for asking another tech ranking but I read a question about some of your best ideas currently and I want to mesh with my current holding. Can you please rank the above stocks for purchase/hold today?
Thank you
Q: Hi 5i
In your opinion do you think there is a strategic nature to leaked news of a potential " acquiring " of Nuvie?
As you mentioned the stock had been falling for a week to around $29.5 canadian now up today up around 28%....
....However If this news would have leaked 2 weeks ago at sp of around $36 canadian i believe management would have a harder time convincing shareholder that a potential $30 US take over price is a great price....
Am I dreaming ? Can you provide some commentary....
Q: Hi 5i, and would welcome your review of the recent Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold and any competitive advantage that they may hold in the cybersecurity space. Thanks kindly.