Q: Thoughts on the RBRK quarter. Would you be adding now or is it getting too expensive? When do they expect to be profitable?
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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: May I have your opinion on : ALT5 Sigma Corporation Common Stock (ALTS), is there grow potential ?
thanks
thanks
Q: hi folks
both enghouse and descarte have taken a bit of a hit on results
both still solid companies; which would you prefer for the next 3+ years
or neither?
no current position in either currently
thx as always
both enghouse and descarte have taken a bit of a hit on results
both still solid companies; which would you prefer for the next 3+ years
or neither?
no current position in either currently
thx as always
Q: With small companies I often check the quality of their web portal. ZOOMD doesn't impress me; some links don't work. They don't list a phone number in the contacts. Their address appears to be a law firm. Is the Toronto address just a front? I don't mind if the company is based in Israel but they shouldn't hide it. Ex-ceo has lots of shares to sell even if half is via controlled sale.
They had some big organizations as customers but i wonder how sticky these contracts are. And if not, why is that? Do you have any insights into it?
They had some big organizations as customers but i wonder how sticky these contracts are. And if not, why is that? Do you have any insights into it?
Q: The offering was supposed to close on June 3 but I haven't seen any news on the closing?
Q: Can you please comment on Cerence's financial performance - balance sheet and income statement - as well as their future prospects given the heightened focus on AI and autonomous driving that may be getting a boost from the loosened regulatory demands south of the border. A buy?
Q: Would you initiate positions in these stocks or do you feel better entry points will come?
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Galaxy Digital Inc. Class A common stock (GLXY)
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Applied Blockchain Inc. Common Stock (APLD)
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CoreWeave Inc. (CRWV)
Q: Does the deal CRWV signed yesterday with Applied Digital have any negative implications for GLXY ? Is CRWV the only client using Helios Data Centre? Curious why CRWV signs these long terms leases and if they will continue to "rent" between having NVDA backing and there stock going to the moon, why not build their own data centres?
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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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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Dollarama Inc. (DOL)
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Intact Financial Corporation (IFC)
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WSP Global Inc. (WSP)
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Stantec Inc. (STN)
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Descartes Systems Group Inc. (The) (DSG)
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FirstService Corporation (FSV)
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Toromont Industries Ltd. (TIH)
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Thomson Reuters Corporation (TRI)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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EQB Inc. (EQB)
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Propel Holdings Inc. (PRL)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Which names in the Growth and Balanced portfolios respectively do feel best about currently for a 3-5 year hold? Any related sector comments?
With thanks.
With thanks.
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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SentinelOne Inc. Class A (S)
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CrowdStrike Holdings Inc. (CRWD)
Q: SentinelOne continues to make me regret not putting all of my cybersecurity dollars into CRWD. It lowered guidance slightly last night and looks to be punished on an otherwise UP day to the tune of 12+ %. Can you comment on the quarter, the longer term and potential for a bounce back? Guidance was lowered but is the market overreacting? How does S typically bounce back from an earnings miss and would you expect a penalty box situation here or a fairly quick forgive and forget situation?
Q: Hello Team,
I'm interested in these two companies after going through most of the questions here, there seems to be a change in your preference. Why is D2L a more prefer investment NOW compare to DCBO. What has cause you to change your opinion on them. Thank You
I'm interested in these two companies after going through most of the questions here, there seems to be a change in your preference. Why is D2L a more prefer investment NOW compare to DCBO. What has cause you to change your opinion on them. Thank You
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Frontier Lithium Inc. (FL)
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Crocs Inc. (CROX)
Q: Good morning,
Both my consumer cyclical holdings - Footlocker and Canada Goose - have lost a lot of money. I am wondering what 5i's thoughts are?
Regards,
Ryan
Both my consumer cyclical holdings - Footlocker and Canada Goose - have lost a lot of money. I am wondering what 5i's thoughts are?
Regards,
Ryan
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Salesforce Inc. (CRM)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Celestica Inc. (CLS)
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Construction Partners Inc. (ROAD)
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Valhi Inc. (VHI)
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Galaxy Digital Inc. Class A common stock (GLXY)
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Shift4 Payments Inc. Class A (FOUR)
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Cellebrite DI Ltd. (CLBT)
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Propel Holdings Inc. (PRL)
Q: How would you rate buying these growth stocks today for a 3 -year hold?
Amzn, goog, VHI, PRL, CLS , HPS.a , GLXY, VHI, FOUR, ROAD , CRM, CLBT
Amzn, goog, VHI, PRL, CLS , HPS.a , GLXY, VHI, FOUR, ROAD , CRM, CLBT
Q: Which 5-6 companies look like good buys after the recent quarter and are in sectors the markets favor at this time? Thx
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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FirstService Corporation (FSV)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Axon Enterprise Inc. (AXON)
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Thomson Reuters Corp (TRI)
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Berkshire Hathaway Inc. (BRK.B)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Lumine Group Inc. (LMN)
Q: Hello 5i Team, I'm quite overweight CSU and was thinking about trimming some (or lots). I've held CSU since 2014 and think it might be time to reduce my exposure. If you were given a blank sheet and could pick 5 quality US and 5 quality Canadian names; which would they be?
Thank you Brent
Thank you Brent
Q: Hello 5i
Could I have your current assessment of Chewy please?
Thank you
Dave
Could I have your current assessment of Chewy please?
Thank you
Dave
Q: Do YOU own Tesla? An explanation why or why not? Reasonable entry price?
At what point is it reasonable to buy and sell based on the company’s fundamentals alone?
Thank you
At what point is it reasonable to buy and sell based on the company’s fundamentals alone?
Thank you
Q: Greetings 5i, which of these would you add to today? Please provide reasons and if neither please indicate. This is a TFSA. Thanks.
Q: I sold out MEG and and Athabasca on their recent pops and acquisition news. I've had for 4-5 years and did well. If I put these funds into 2 US and 2 Canadian stocks, what would be your current top growth picks (greater than $bln market cap). Thank you
Q: I am up 140% on GLXY. Thank you.
I believe the strong recent performance is due to its NAXDAQ listing.
If this is the main reason it is up in a few days/week this news will be old and it will most likely pull back.
It's RSI is overbought and CCI is bearish.
What is your take on this? Has it hit a short term peak and will pull back shortly?
Sheldon
I believe the strong recent performance is due to its NAXDAQ listing.
If this is the main reason it is up in a few days/week this news will be old and it will most likely pull back.
It's RSI is overbought and CCI is bearish.
What is your take on this? Has it hit a short term peak and will pull back shortly?
Sheldon