Q: Can you comment on the new Nebius / Meta deal please? Is this one of the further contracts that were expected after the Microsoft deal in September? Does it change your outlook for the company? Or is it more of a confirmation. Thanks.
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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.
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Applied Materials Inc. (AMAT $417.04)
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Lam Research Corporation (LRCX $267.78)
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NVIDIA Corporation (NVDA $208.27)
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Rockwell Automation Inc. (ROK $401.18)
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Tesla Inc. (TSLA $376.30)
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Advanced Micro Devices Inc. (AMD $347.81)
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Teradyne Inc. (TER $418.08)
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ON Semiconductor Corporation (ON $98.40)
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ASML Holding N.V. (ASML $1,457.70)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $402.46)
Q: Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots.
Who really knows, what's your opinion on that.
If something like that did happen, which companys would you be investing in now?
Or is it early?
Thank you.
Who really knows, what's your opinion on that.
If something like that did happen, which companys would you be investing in now?
Or is it early?
Thank you.
Q: Can you please provide commentary on why Amazon is issuing bond specifically for its AI investments considering its liquidity position and size and quality of its balance sheet?
Q: Did ENGH have anything positive to report in their recent earnings report. Thanks … Cal
Q: Good day.
The valuation of CSU has declined a lot, while the earnings continue to grow nicely. Lets suppose there is a permanent rerating of the stock. To a level half way between where it used to trade and where it trades now. And the company continues steady state growth. What would the stock price be in 2 and 5 years?
Thanks.
The valuation of CSU has declined a lot, while the earnings continue to grow nicely. Lets suppose there is a permanent rerating of the stock. To a level half way between where it used to trade and where it trades now. And the company continues steady state growth. What would the stock price be in 2 and 5 years?
Thanks.
Q: What are your thoughts as a turnaround play for a patient investor? Sell off seems a bit overdone.
Thanks
Thanks
Q: Hello Team 5i and Everyone!
May I have your take on Rubrik's earnings today please? (RBRK)
Thank you,
Sandra
May I have your take on Rubrik's earnings today please? (RBRK)
Thank you,
Sandra
Q: I have GLXY in TFSA when it drops TSX listing will there be witholding tax
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Cloudflare Inc. Class A (NET $207.07)
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Vertiv Holdings LLC Class A (VRT $323.46)
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Nebius Group N.V. (NBIS $147.16)
Q: From the point of growth in the 2-3 years to come can you tel me the best investment among the three entreprises and why?
Thank you very much in advance
Thank you very much in advance
Q: Good afternoon..
Do you think the Government defence related investment
900 million will effect FLT.V in a positive way.
Thanks
Do you think the Government defence related investment
900 million will effect FLT.V in a positive way.
Thanks
Q: Hi Peter
going to be listed in the US market , but pulled back
like to add to a pre-existing position
looking for an entry price to add
please give me a reasonable price to think about it
thanks
Michael
going to be listed in the US market , but pulled back
like to add to a pre-existing position
looking for an entry price to add
please give me a reasonable price to think about it
thanks
Michael
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Applied Materials Inc. (AMAT $417.04)
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Lam Research Corporation (LRCX $267.78)
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Teradyne Inc. (TER $418.08)
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ASML Holding N.V. (ASML $1,457.70)
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Coherent Corp. (COHR $336.09)
Q: Hi 5i,
Could you please rank these 5 stocks in terms of which you would purchase now for a 3 to 5 year hold, with growth being the main (but not total) focus?
And if you could give a bit of background for your reasoning that would be much appreciated.
Thanks!
Could you please rank these 5 stocks in terms of which you would purchase now for a 3 to 5 year hold, with growth being the main (but not total) focus?
And if you could give a bit of background for your reasoning that would be much appreciated.
Thanks!
Q: Hi, thoughts on the quarter please. Anything specific standout, positive or negative?
Does the quarter release alleviate any AI software concerns (or too soon for that call)?
I have owned for 5+ years.
cheers
Does the quarter release alleviate any AI software concerns (or too soon for that call)?
I have owned for 5+ years.
cheers
Q: 3 to 5 years
What would be a better pic.
I currently own both and I am able to top up a few shares
Both are great companies.
What would be a better pic.
I currently own both and I am able to top up a few shares
Both are great companies.
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Constellation Software Inc. (CSU $2,410.80)
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Topicus.com Inc. (TOI $96.01)
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Lumine Group Inc. (LMN $20.14)
Q: Would it be possible for this group to be taken private with the low valuation of the stock?
Thx
Thx
Q: Greetings 5i, I know that Sylogist is not high on your list right now although in the past 5i has been favourable toward the company. However, can you please provide your analysis of and opinion on the ongoing shareholder activism. Is PenderFund a credible entity? Is OneMove a credible entity? Neither one? If you were a shareholder what side of this battle would you land on and why? Thank you.
Q: Do you have an updated view on CRDO? Thoughts on last quarter? Is it a buy on this pullback? If it’s a buy is it a good long term investment or how would you categorize?
Q: MDA announced that it will issue a new IPO. Wouldn't that dilute the share price? What is your opinion?
Thanks
Thanks
Q: Any news which would sink CSU 5% today? NBIS/NVDA deal? Thanks.
Q: How big of a deal is this announcement with NVDA?? How does this improve NBIS future fundamentals?