Q: There has been so much price increase , I wonder if there is any insider buying or selling in the last 3 months ? Does the increased stake in Klaviyo poses any significance ? Thanks a lot.
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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: KXS is down $30 over the last 3 years and I am trying to understand why. The economy seems to need the solutions the company sells yet shareholder results are lacking. Are they asking to much for the product, are they losing sales, are they paying themselves to much or does the market just not have faith in the company?
Thank you for your thoughts on KXS.
Thank you for your thoughts on KXS.
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- GLOBAL X FDS (BOTZ)
- Super Micro Computer Inc. (SMCI)
- Vertiv Holdings LLC Class A (VRT)
- Palantir Technologies Inc. (PLTR)
Q: Interested i allocating some fuds to AI. What wou;d you recommend, stocks and or EFT
Guy R
Guy R
Q: I have a reasonably conservative RSP and would like to add one small cap tech growth stock at about 2 % or less. Can you offer a few suggestions ?
Q: Hi All at 5i!!!
I see that you have mentioned SMCI as a growth company. Is it profitable?? and does it have a moat or are there multiple competitors ???
Thank You,
Tamara
I see that you have mentioned SMCI as a growth company. Is it profitable?? and does it have a moat or are there multiple competitors ???
Thank You,
Tamara
Q: Many analyst reports on SHOP after investor day. A mixed bag with maybe a leaning to the downside. What do you make of all this? Stock popped a couple of days ago and then gave it back and more Wednesday. From your take on investor day, what were your impressions? Still a top pick?
Q: I was just about to give up on Sylogist because of its downward trend over the past 5 weeks in a strong market. Then I discovered that CFRA rates it a Strong Buy!! I know that their report is algorithm-generated, but still! I checked out other CFRA algorithm-generated reports for other small-cap Canadian tech stocks and couldn’t find another Strong Buy (lots of sells). I originally signed up for 5i Research because you cover small Canadian companies. SYZ never issues stock, so there's no analyst coverage. Only algorithms. So how much credence would you put on CFRA's algorithm? What is causing it to generate a Strong Buy for SYZ?
Q: Stock has increased almost 15% in 10 days which is an extraordinary move for this stock.
Can you tell why?
Thanks
Sheldon
Can you tell why?
Thanks
Sheldon
Q: If you wanted to add to either TOI or SHOP but only have money for one which would you choose?
Thanks
Thanks
Q: What are the best stocks in the data memory storage space?
- Constellation Software Inc. (CSU)
- iShares MSCI India ETF (INDA)
- iShares S&P India Nifty 50 Index Fund (INDY)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: Hello Peter,
If i wanted to buy an ETF in India, which one would i be better off with? or am I better to put equal amounts.. Also, I was hoping topicus would replicate csu performance over long term ( i know it has not been in existence for very long but i am under water on topicus). Should i just forget TOI, and LMN, and stick to csu. Much appreciated.
If i wanted to buy an ETF in India, which one would i be better off with? or am I better to put equal amounts.. Also, I was hoping topicus would replicate csu performance over long term ( i know it has not been in existence for very long but i am under water on topicus). Should i just forget TOI, and LMN, and stick to csu. Much appreciated.
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Broadcom Inc. (AVGO)
- Cisco Systems Inc. (CSCO)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOGL)
- Microsoft Corporation (MSFT)
- Netflix Inc. (NFLX)
- Tesla Inc. (TSLA)
- INVESCO QQQ Trust (QQQ)
Q: Everyone, what is the rate of return for the large cap tech stocks vs the Nasdaq 100. For the large cap I would classify: AAPL, AMZN, GOOG, MSFT and NVDA ( you can add more to the list). Please use a time period that you have good stats for but or a 5 year or 10 year return period. I would like to know if it is worthwhile only investing in the big tech stocks overall. Clayton.
Q: Could I get your take on Q3 earnings. Revenues are up but earnings are flat, is this only the "other charges"? Could you explain why they are reporting Q3 2024 earnings, in Dec 2023, pretty much a full year ahead... I haven't seen a company Q report that far from actual calendar Q. How does this work?
Q: If one were interested in short term trading, which of these two would be a better candidate today? I’ve done well buying and selling both - buying dips and selling pops. I am a little afraid of Nvda due to it being priced for perfection, although of course both have seen nice gains.
Happy Holidays to you and the 5i readers. Thanks as always for the great service;)
Happy Holidays to you and the 5i readers. Thanks as always for the great service;)
Q: Hello 5i...How similar are the above two companies in their business models?.
Is their significant overlap? Would you see then them moving in tandem going forward and would you prefer one over the other or owing both at this time ?
thanks
Is their significant overlap? Would you see then them moving in tandem going forward and would you prefer one over the other or owing both at this time ?
thanks
Q: What would be your choice from $INTU, $NOW and $ADBE to start a new position.
Thanks, Valter
Thanks, Valter
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.
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Celestica Inc. (CLS)
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
- TECSYS Inc. (TCS)
- Vitalhub Corp. (VHI)
- Converge Technology Solutions Corp. (CTS)
- Docebo Inc. (DCBO)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Looking at Canadian technology stocks. I'm going to assume you figure CSU and SHOP are the mainstays here, so I would like to know how you would rate the following 10 other Cdn technology stocks on a scale of 1-10, for a long term hold, with 10 being a stock you would absolutely want to have in a portfolio and 1 being something of no interest at all. CLS, CTS, DCBO, DSG, GIB.A, KXS, NVEI, OTEX, TCS, VHI. I have included very small company VHI because their recent Q3 looked quite good to me. Also, if there are 1 or 2 that look like very compelling buys at this time, could you indicate which ones please. Thanks.
Q: Can I have your current views on these two names CDNS and AVGO..thx
Q: I don't subscribe so only have the headline from The Economist of Nov. 30. Can anyone post the article?
Probably cause of recent strength.
How a Canadian company became the world’s best acquirer of tech firms
Meet Constellation Software, tech’s Berkshire Hathaway
Constellation Software company logo.
Probably cause of recent strength.
How a Canadian company became the world’s best acquirer of tech firms
Meet Constellation Software, tech’s Berkshire Hathaway
Constellation Software company logo.