Investment Q&A

Q: Hi
Thank you for all your assistance with my stock questions. I am looking at Data Dog, which I understand provides software that assists companies with their infrastructure which includes, monitoring, application performance monitoring etc. Could you tell me a bit more about this company and whether it has room to grow.
Thanks, Len

Q: Hi team,
What is your take on LMN’s aquisition news today from Casa systems? I see limited info from the press release and no numbers. Do you know the history of why casa went bankrupt and is it concerning for LMN at all being in the same industry? I can only assume LMN knows what they are doing in seeing value in these assets.

Thanks ,
Shane

Q: Good day guys ,
Finally pulled the trigger here with this name at 34 and change .. is this a good entry point ? That said Having this name in my tfsa for a long term hold , would u be comfortable dollar cost averaging here when funds are available and let this name ride for many years ..
thx
Mark

Q: Can you please take us through the investment case for this company as well as make a recommendation as to whether it is a buy, sell or hold and how it compares to some of your favs like VRT and SMCI? Please provide a clear answer on what an attractive entry point might be if you like the company.

Q: What is likelihood of a higher offer. Where would you move the money to that has a chance of making more than 5% which is what the premium is till deal closes

Q: Hi 5i
Do you know when the deal is expected to close and how long would you expect these guys to wait to see if other offers may be forth coming.

Take over price of $34 US is about $46 canadian... SP currently sitting $43.75 canadian. Would you expect shares to trade up to the deal level.

If one wants to capture the full offer price, would one simply wait till the deal closes......
How would that work.

thx

Q: Hi, I'm wondering if you could explain why you think CSU would spinoff LMN if it has so much potential? If I understand well, CSU has a very decentralized org structure which would allow for LMN to operate relatively independently if it remained part of the larger organization. Why would CSU management spin it off?

Q: With the interest of Advent in Nuvei , would you sell now a before it all shakes out? What do you think a reasonable buying price per share might be?
Thanks
Katie

Q: Thoughts on the volatility of these two companies share price?

Q: Can you please provide Market Cap for each of these 3. The Cap when they started on the market and what the current Market Cap is as of today. Just trying to get one version that it is accurate. P.S. Thank you for calling this group out.

Q: 4-5 years ago you gave the edge to LSPD between these two. Is that still your view? What are your thoughts and analysis of AGYS, many thanks.

Q: In one of your recent questions on LMN you mentioned they expect $300M in ebitda this year. Where are you getting that number from? Thx

Q: Hello 5i team,
When does open text report the latest quarter?
Thanks,
Andrew

Q: Since the great earnings report and making new highs the SP seems to be pulling back quite a bit. As a very long time holder, should I be concerned? I know that many times a drop like this precludes some sort of bad news that as yet has not been disclosed. Thanks for your continued great service.

Q: Been a few years since NTAP was written about on here can you please provide some analysis? Thank you.

Q: Your analysis please, thanks!

Q: In a high growth portfolio I hold the following US stocks: CRWD, GOOGL, NVO, Uber and the ETF XT. I think I would like to replace the ETF XT with a single growth stock. XT has done okay for me in that it has doubled but that took nearly 10 years. Can you recommend a faster growing US stock that would be a good fit?

Thank you.
David

Q: These two stocks were recommended as AI growth investments relating to data centres. Could you provide a comparison of the two in terms of upside downside relative valuation and whether you would buy either or both at this time with confidence for a 3 year hold. Thank you.

Q: Hi 5i
ALAB- Astera labs is not in your data base.... I would like your opinion on this semiconductor based connectivity company...looks like it had recent IPO..SP has gone a little crazy... Is this an investable at this time or requires more time to settle down.... Would 5i have any interest at this time?
thx

Q: Hi, Not a great day for ATS stock, Today, on the top of several weeks of declining share price, following the last quarterly results. Pressure on company's backlog was already noted by analysts' community, for last two quarters. However, except a couple, most Canadian brokerages stuck to their BUY ratings and price targets in the range of $61-$73. So, once again, there seems to be a noticeable divergence, when US based analysts cover Canadian Mid/Small Cap companies ( ATS: JPM - Hold $58 and GS: Sell $47 ). What is that they know and we don't ?

Goldman Sachs pointed to slowdown in Transportation, EV spending running in late stage of the cycle and company's lack of exposure to semiconductor capital expenditure. If, in your view, these headwinds are already reflected in the current share price, what catalysts do you see for share price appreciation, in the near term and going forward ? ( Besides expected growth in Life Sciences area, but whether, that will be enough to offset weakness in other sectors )

We own a 3% position ( with 20% loss, now ) and are contemplating, if a wait till next earnings release is worth it or this capital could be allocated to more efficient and attractive opportunities in the sector.

Thank You

Thank You