skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Even with the recent drop, Lumine still seems to be more expensive than Topicus based on EV/EBITDA. At the current price, would you prefer Topicus or Lumine? What metric would you recommend using to evaluate growth tech stocks?
Read Answer Asked by Angeal on August 20, 2024
Q: I learned of something that I had never heard of before when someone adked 5i's opinion of "the magnificiant Seven Companies" and learned they are American companies. Also was impredded with your answers of why they made the list of 7.

This leads me to ask what 5i's opinion of what would you say the Mannificiant Seven Canadian companies been in the last 7 years with the expectation that they will be still in busines 7 years from now?
Read Answer Asked by James on August 19, 2024
Q: Former Google CEO Eric Schmidt reently made an apparently controversial statement saying that Google is fialling behind because of decision for work/life balance, rather than concentrating on competitiveness. the video was soon taken down. But here is what he said:
"Google decided that work-life balance and going home early and working from home was more important than winning," Schmidt said at a talk at Stanford University. "The reason startups work is because the people work like hell."

You often suggest Google as a good buy. ( Following your lead I bought some yesterday, in fact.) but I was wondering whether you might have information to suggest that this may be just sour grapes on his part or whether there is a real reason to worry here
thanks as always
Read Answer Asked by joseph on August 16, 2024
Q: I'm going to sell OTEX. What would you replace it with?
Read Answer Asked by Maria on August 16, 2024
Q: Do you think it likely that we are at or near the bottom for this correction in the tech stocks?/ Of MSFT, GOOG, AMD, which would you prefer and are any or all definite buys?? Thanks Jim
Read Answer Asked by jim on August 15, 2024
Q: I recently saw a video where drones were used in firefighting and ag research . I only know these two names and I think they are more into military applications. New drone hardware and applications is popping up weekly.
Are you able to predict which companies are likely to be the most dominant and financially successful , or will the military outlook always hold the top spot ?
Read Answer Asked by Thomas on August 14, 2024
Q: I hold Lumine and I am trying to understand why Lumine's business seems to be shrinking outside of acquisitions. Is it because Wideorbit is such a large driver of revenue, and Wideorbit sells ads to TV and radio which are both declining industries? I guess the question then becomes are they moving away from TV and radio generally in terms of their recent acquisitions? Thanks.
Read Answer Asked by Michael on August 14, 2024
Q: Can you give a quick opinion on each of the above stocks at this time for long term positions in the AI and robotic sectors?

Is there a good ETF that invests in the AI and robotic sectors to consider?
Read Answer Asked by Mike on August 14, 2024
Q: Hi 5i,

You commented that you would not add more to an existing position but would you be a new buyer or this company?
Is there still a compelling growth story here for a 3 year hold or do you think there are better companies in this sector to deploy cash that are forecasting better growth acceleration?
I huge thank you for all you do!
Read Answer Asked by Josh on August 12, 2024
Q: May I have your current thoughts on MDA? Any concerns on the latest quarter? Is executive compensation “reasonable”. I get the impression you considered the stock a hold or a weak buy back in July. Is my understanding correct and if so are you more favourable disposed to the stock now?
Thanks,
Jim
Read Answer Asked by James on August 12, 2024
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!