Q: Would you comment, please, on the Reddit IPO. Is it a good prospect and what would be your expectations. 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.
Q: Good morning,
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.
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?
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Datadog Inc. (DDOG)
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Snowflake Inc. Class A (SNOW)
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Applovin Corporation (APP)
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UiPath Inc. Class A (PATH)
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Confluent Inc. (CFLT)
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
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Palo Alto Networks Inc. (PANW)
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Zscaler Inc. (ZS)
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CrowdStrike Holdings Inc. (CRWD)
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Cloudflare Inc. Class A (NET)
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: Can I have your thoughts on RGTI and quantum computing in general. Thank-you.
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Open Text Corporation (OTEX)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: In your opinion, which five(5) Canadian companies are best positioned to increase their net value because of Ai? Thank you!
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.
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Elastic N.V. (ESTC)
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CrowdStrike Holdings Inc. (CRWD)
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Docebo Inc. (DCBO)
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Shift4 Payments Inc. Class A (FOUR)
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Lumine Group Inc. (LMN)
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Nextracker Inc. (NXT)
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
Thank you
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Intel Corporation (INTC)
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Micron Technology Inc. (MU)
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NVIDIA Corporation (NVDA)
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Advanced Micro Devices Inc. (AMD)
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ON Semiconductor Corporation (ON)
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Marvell Technology Inc. (MRVL)
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Super Micro Computer Inc. (SMCI)
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ASML Holding N.V. (ASML)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Vertiv Holdings LLC Class A (VRT)
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Arm Holdings plc (ARM)
Q: 1. Please let me know your thoughts on the best choices of Semi Conductor and Related Companies to own going forward...
2. What would be the Core Holdings going into this Ai moment +
3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...
4. How do you feel about the Valuations and Stock Price of the Current companies listed...
5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...
Thanks in advance,
M
2. What would be the Core Holdings going into this Ai moment +
3. Please Rate companies I have listed as Must Own 1, to 5 as Worst...
4. How do you feel about the Valuations and Stock Price of the Current companies listed...
5. Awaiting your answers..., Do You think it is best to wait for a pull back on certain stocks in the list, That may be core holdings for future...
Thanks in advance,
M
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....
Thx
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....
Thx
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.
Q: Hi, What are your thoughts on Constellation's plans to start looking to buy Canadian VC- backed companies, as per following NR. Thank You
https://www.theglobeandmail.com/business/article-constellation-software-looks-to-experiment-by-buying-canadian-vc/
https://www.theglobeandmail.com/business/article-constellation-software-looks-to-experiment-by-buying-canadian-vc/
Q: Please update your thoughts regarding the company's turnaround based on the latest quarterly information.
Q: I have shares in Nvei that I would love to sell - bought at $77. Would you recommend waiting to see if the deal goes through, and if so what happens to the stock? Or in case the deal collapses, what target price might I look for before I sell? Thank you.
Q: Follow up on Bitcoin as an asset.
The price to mine a bitcoin has decreased over the years from about 37,000 dollars to 17,000 dollars. The total number of bitcoins to be mined is supposed to be restricted to a finite number which may be reached this year or next year.
Still the bitcoin value reaches rather extraorbitant values despite not having any asset to back up the value. It apparently may hide a bitcoin owner unless he or she declares its ownership . The legalized ETFs may be more open as to the ownership I presume.
Do you have any comments about the above issues?
I think 50% or more people who invest in bitcoin do not have idea that is a bitcoin.
Miroslaw
The price to mine a bitcoin has decreased over the years from about 37,000 dollars to 17,000 dollars. The total number of bitcoins to be mined is supposed to be restricted to a finite number which may be reached this year or next year.
Still the bitcoin value reaches rather extraorbitant values despite not having any asset to back up the value. It apparently may hide a bitcoin owner unless he or she declares its ownership . The legalized ETFs may be more open as to the ownership I presume.
Do you have any comments about the above issues?
I think 50% or more people who invest in bitcoin do not have idea that is a bitcoin.
Miroslaw
Q: What do you think the probability of a buy out offer is? What do you feel a offer price would be?
Q: Good Morning
As a holder of enghouse for over 3 years now and the latest quarter not being that great and being down a little over 50% has the time come to simply sell and move on? And if so do you have a suggestion for a alternate investment?
Thks
Marcel
As a holder of enghouse for over 3 years now and the latest quarter not being that great and being down a little over 50% has the time come to simply sell and move on? And if so do you have a suggestion for a alternate investment?
Thks
Marcel
Q: Hey there fellow Canuck,
I bought a good chunk of ENGH yesterday...on the dip.
So, logically, I thought I should get some advice after the fact.
Do you think ENGH can turn it around? Was $32.71 a decent entry point? Will ENGH get past $33? How long might that take? Headwinds? Tailwinds? No winds?
I bought a good chunk of ENGH yesterday...on the dip.
So, logically, I thought I should get some advice after the fact.
Do you think ENGH can turn it around? Was $32.71 a decent entry point? Will ENGH get past $33? How long might that take? Headwinds? Tailwinds? No winds?