Q: Curious what you currently think of UBER. They apparently are starting to generate real profits and competition seems to be somewhat weakening. Looking at a small 100 share position. Thank you very much.
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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: Can you please give an update on COIN, especially in light of the new spot BTC etfs that are now available.
Coinbase charges 2.5% transaction fees, a business that will surely suffer now that there are ways to participate in BTC for 20 basis points. From what I rave read, COIN, as the custodian for several of these ETFs will be paid 5 basis points for AUM.
That’s 245 basis points lower than what they are make on their trading fees.
What is your outlook on this company? Is there any compelling reason to hold it? Please give your bull and bear case.
Thank you.
Coinbase charges 2.5% transaction fees, a business that will surely suffer now that there are ways to participate in BTC for 20 basis points. From what I rave read, COIN, as the custodian for several of these ETFs will be paid 5 basis points for AUM.
That’s 245 basis points lower than what they are make on their trading fees.
What is your outlook on this company? Is there any compelling reason to hold it? Please give your bull and bear case.
Thank you.
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Amazon.com Inc. (AMZN)
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Atlassian Corporation (TEAM)
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MKS Instruments Inc. (MKSI)
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Etsy Inc. (ETSY)
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ASGN Incorporated (ASGN)
Q: Please rate these companies from best to worse. Are there any that you would add to? Are any outright sells?
Q: I had been waiting for LMN to go down a bit before I purchased however that's not happening. Is $30 too much to pay if I'm looking at a 3-5 year holding period?
Q: Considering portfolio weights are personal, how high of a weight would YOU be comfortable holding CRWD?
Q: Would you own both, or which one is the best value and with maybe less risk?
Thanks again
Thanks again
Q: Now that Shopify is hitting new fifty-two week highs, do you expect it to keep going up for a while or just consolidate at some point, thanks?
Q: Hi 5i Team Could you tell me what is driving Meta? I have a small position in it and was planning on trading it for MSFT but it seems to be performing better recently. Do you think the trade is a good move or should I hang on to META.
TIA
TIA
Q: Everyone, LMN is on the Vancouver exchange. When would LMN want to be on the TSE and additional on the Nasdaq? Clayton
Q: Hi can you please provide an updated opinion on KVYO now that the ipo sizzle has subsided a bit? I'm intrigued that Shopify invested heavily in it.
Q: On a PE basis, the stock looks reasonably priced. On a P/B or P/S, it looks overvalued. What would you used as the best metrics to value a company in the semi space?
Also, could you add ARM Holdings to your company profiles?
TIA
Also, could you add ARM Holdings to your company profiles?
TIA
Q: What is the outlook for AMKR in 2024. Also, what is the street consensus. I would very much appreciate your out look for this company in 2024-25, and would you by at this price. Thank you very much for your great service.
Earl
Earl
Q: In my mind, AI was a threat to DUOL since I thought it would lower the bar considerably for people to use the open source to create a language conversion program. But I've seen many like 5i and other growth investors really like their runway. It's there any merit to my concern, or is AI in fact increasing their moat or enhancing their first-mover advantage?
Q: Given that you chose 4 Canadian companies in response to my earlier question, as a follow up question, would you kindly pick 4 US stocks that you believe could increase in value by 1000% over the next 10 years. Each must have a current market cap of at least $750M. Please provide a short reason for selecting each stock. Thank you.
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Kinaxis Inc. (KXS)
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Converge Technology Solutions Corp. (CTS)
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Docebo Inc. (DCBO)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: Overall, I prefer small and mid-cap Canadian stocks for growth and accept the risk that goes with this. Currently, I do not have anything in the tech space and would appreciate if you would suggest a few names.
Thank you,
John
Thank you,
John
Q: Is it too late to buy an artificial intelligence ETF? Considering one of AIQ, BOTZ or THINQ. Which would you chose and why? If you prefer another ETF or individual company, please provide your recommendation. Thank you for your great service.
Stella
Stella
Q: hi, would you consider these more on the risky side, or just smaller cap? I read Hammond EPS around 15 which seems fine to me. I can't find an EPS on LMN?
is this a decent entry point for each? if not, what price would be a more reasonable entry point?
cheers, Chris
is this a decent entry point for each? if not, what price would be a more reasonable entry point?
cheers, Chris
Q: May I have your latest thoughts on QS? Do think the latest test results from Volkswagen to be positive? Do you expect QS will need to raise more capital by issuing more shares? I’m curious why the stock is listed on the NYSE instead of the NASDAQ. Are the listing costs similar?
Thanks,
Jim
Thanks,
Jim
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Broadcom Inc. (AVGO)
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NVIDIA Corporation (NVDA)
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QUALCOMM Incorporated (QCOM)
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Advanced Micro Devices Inc. (AMD)
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Lattice Semiconductor Corporation (LSCC)
Q: Hi, Can you suggest some chip equipment makers and your thoughts on them.
Cheers, Chris
All the best for the new year to staff and members
Cheers, Chris
All the best for the new year to staff and members
Q: I’ve held VEEV and OKTA for a few years in a registered account but they have become a relatively small holdings. Are either of these worth adding to in order to increase their portfolio weighting, letting them ride for a while longer or perhaps selling one or both and consolidating the proceeds into something else. I’m a buy and hold type so don’t mind holding either of them but wondering about the opportunity cost of doing so.