Q: Which one would you prefer now? Kinaxis or Docebo?
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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: Finally.... 1st Analyst coverage from RBC capital Markets
" Mr. Kwan became the first analyst to initiated coverage of Lumine Group Inc. (LMN-X), giving it a “buy” rating and $28 target, and Topicus.com Inc. (TOI-X) with a “hold” rating and $99 target. "
Any comments on above ratings/reports ?
They seem to support 5i thesis on both companies.
Thank You
" Mr. Kwan became the first analyst to initiated coverage of Lumine Group Inc. (LMN-X), giving it a “buy” rating and $28 target, and Topicus.com Inc. (TOI-X) with a “hold” rating and $99 target. "
Any comments on above ratings/reports ?
They seem to support 5i thesis on both companies.
Thank You
- Broadcom Inc. (AVGO)
- Texas Instruments Incorporated (TXN)
- Cadence Design Systems Inc. (CDNS)
- ASML Holding N.V. (ASML)
- Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: Good Morning Peter & team,
Have $6000 to add and do not have enough exposure to chip manufacturing. Was thinking about QCOM but read a few of your comments and don't necessarily like they're dependency on cell phone. NVIDIA has had the big run up along with a few of the other popular names. Is there a late bloomer/less popular name you might recommend for a 3 - 5 year hold if not longer? Growth is the priority.
Thanks for all you do
gm
Have $6000 to add and do not have enough exposure to chip manufacturing. Was thinking about QCOM but read a few of your comments and don't necessarily like they're dependency on cell phone. NVIDIA has had the big run up along with a few of the other popular names. Is there a late bloomer/less popular name you might recommend for a 3 - 5 year hold if not longer? Growth is the priority.
Thanks for all you do
gm
- Amazon.com Inc. (AMZN)
- Booking Holdings Inc. (BKNG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Crocs Inc. (CROX)
Q: With the recent report showing that retail sales seem to be slowing, how vulnerable do you feel these companies will be to downward share price pressure - and your best guesstimate as to what degree and for how long?
Many thanks.
Many thanks.
Q: can you give me an update on how you think this microcap is doing
Q: What did you think of LTRX's recent quarterly results and guidance?
- Sylogist Ltd. (SYZ)
- Celestica Inc. (CLS)
- Kinaxis Inc. (KXS)
- TECSYS Inc. (TCS)
- Converge Technology Solutions Corp. (CTS)
- Docebo Inc. (DCBO)
Q: I'm late to the party with TCS, CTS and SYZ. I don't own any of them and wonder if they still have "legs" or have they had their runs. Looking for other small Canadian Tech you find interesting.
Q: Just wondering why, on a record breaking up day is CSU down?
Sheldon
Sheldon
Q: Can you comment on Twilio's recent earnings and what you think of this stock for the long term(10 years), the market their in, insider ownership, management and big clients that they serve. Thanks.
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Zscaler Inc. (ZS)
- CrowdStrike Holdings Inc. (CRWD)
- Cloudflare Inc. Class A (NET)
- Datadog Inc. (DDOG)
- Duolingo Inc. (DUOL)
Q: If one was to sell FTNT for a profit, can you name 5 other long-term names to replace with in the same sector as well as others and rank in terms of management and growth potential?
Q: Hi,
I own NET and I am up over 20%. Would it be a good idea to sell and buy CRWD?
Thanks. Alnoor
I own NET and I am up over 20%. Would it be a good idea to sell and buy CRWD?
Thanks. Alnoor
Q: What is your outlook for Illumin going forward, what do you think of the recent earnings. I seem to remember that you guys liked this stock before but if and when things pick up for this company will you guys like it for all the same reasons. How do they stack up against competition in the same market?Can you comment on insider ownership, any notable financial ratios (good or bad) and the overall management please. Thank you.
Q: Is the high debt load consuming this company's cash? What is the cash burn rate as you see it and what are the payments on the debt currently? Thanks.
Q: What would be a good entry point for DCBO?
Q: Your comments please regarding Altus Group Ltd.
Thanks.
Thanks.
Q: ARM What do you think of this co. at this valuation and its growth prospects for the next 10 yrs?
Q: Hi 5i,
Thanks for your very useful/helpful answer to my recent question about TSAT. Now I'd like to ask a similar question about MDA:
Could you dive into MDA's recent quarter and provide your opinion in general, and also specifically regarding whether you think anything useful is revealed about the financial aspects of the nascent Telesat/MDA/Spacex arrangement associated with MDA's contract to build LEO satellites for TSAT, and also the benefit to MDA of other irons it has in the fire (e.g. Chorus).
Thanks! Peter
Thanks for your very useful/helpful answer to my recent question about TSAT. Now I'd like to ask a similar question about MDA:
Could you dive into MDA's recent quarter and provide your opinion in general, and also specifically regarding whether you think anything useful is revealed about the financial aspects of the nascent Telesat/MDA/Spacex arrangement associated with MDA's contract to build LEO satellites for TSAT, and also the benefit to MDA of other irons it has in the fire (e.g. Chorus).
Thanks! Peter
Q: Looks to have had a good quarter. Thoughts on the quarter and outlook?
Q: The company seems stable, however as btc prices have risen, this and other bitcoin miners have struggled to keep pace.
Is there something I am missing in the financials?
Thanks
Is there something I am missing in the financials?
Thanks
Q: Comments on latest earnings?