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.
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;)
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
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: 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: 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.
Q: Current PEs for CSU and Shop seem stratospheric and have me worried. How do they compare to historical PEs for these companies? Do the forward PEs for these two companies justify present share prices?
Q: With the rapid need for liquid cooling in data centres and quantum computers and other high end chips are there any recommended liquid cooling stocks to look at for a small exposure in a portfolio?
Thanks, Lesley
Q: Hi team,
How big of a deal is it that nvei is partnering with Microsoft for payments? Partnering with a mega cap like Microsoft seems almost game changing for a small cap name like nvei. This being said it is perplexing that nvei keeps scoring global deals with big names and yet its numbers don’t reflect the profitability one would almost expect . Your take on the name going forward would be much appreciated, and the potential that now exists being partnered with Microsoft .