Q: After the last Q results DCBO had a big jump that withered to half. Would you consider it a good point to add? Is the story still intact ie any positive/negative news from the company that you see?
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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: Hello, my question is about GLXY, back in November of 2021 the stock price was around $40 and Bitcoin was worth $75K, now that Bitcoin is around 92K GLXY is only $14-$15 a share. Was it just too much hype back in 2021 and it ran up too high or has anything changed since then. Thanks, would love to hear your invite as always!
Q: You were last asked to opine on Draft Kings on Sept.11th. How do you feel about it now? I know it took a hit recently on news that college basketball is considering a ban on “prop betting.” But that may have little overall impact on revenue. I assume sports betting is here to stay and this seems to be a leader hence my interest. Thanks.
Jason
Jason
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goeasy Ltd. (GSY $158.29)
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TerraVest Industries Inc. (TVK $137.00)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.37)
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WELL Health Technologies Corp. (WELL $5.19)
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Haivision Systems Inc. (HAI $5.09)
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Lumine Group Inc. (LMN $37.83)
Q: Can you provide your top 3 small cap picks with the most upside over the next 3-5 years.
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Autodesk Inc. (ADSK $303.50)
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Broadcom Inc. (AVGO $324.63)
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Alphabet Inc. (GOOG $237.49)
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iShares Future Exponential Technologies ETF (XT $71.46)
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Novo Nordisk A/S (NVO $56.93)
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Advanced Micro Devices Inc. (AMD $214.90)
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Arista Networks Inc. (ANET $154.10)
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Cadence Design Systems Inc. (CDNS $327.00)
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CrowdStrike Holdings Inc. (CRWD $493.66)
Q: In a high growth portfolio I hold the following US stocks: CRWD, GOOGL, NVO, Uber and the ETF XT. I think I would like to replace the ETF XT with a single growth stock. XT has done okay for me in that it has doubled but that took nearly 10 years. Can you recommend a faster growing US stock that would be a good fit?
Thank you.
David
Thank you.
David
Q: These two stocks were recommended as AI growth investments relating to data centres. Could you provide a comparison of the two in terms of upside downside relative valuation and whether you would buy either or both at this time with confidence for a 3 year hold. Thank you.
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Nutanix Inc. (NTNX $68.34)
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Vail Resorts Inc. (MTN $148.77)
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Pure Storage Inc. Class A (PSTG $89.37)
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Celsius Holdings Inc. (CELH $60.70)
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Nextracker Inc. (NXT $82.80)
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AppFolio Inc. (APPF $224.87)
Q: I’ve held this name for 6 years and haven’t made a cent. Global warming may ultimately be the demise of this business. Looking to replace with a high growth U.S. name. What other businesses with a market cap less than 20 Billion would you put on the same growth trajectory as CELH?
Thanks
Thanks
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Applied Materials Inc. (AMAT $209.95)
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NVIDIA Corporation (NVDA $183.16)
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Celestica Inc. (CLS $341.62)
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Arista Networks Inc. (ANET $154.10)
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Cadence Design Systems Inc. (CDNS $327.00)
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Super Micro Computer Inc. (SMCI $52.86)
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Datadog Inc. (DDOG $158.74)
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Vertiv Holdings LLC Class A (VRT $169.01)
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Palantir Technologies Inc. (PLTR $175.44)
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Arm Holdings plc (ARM $154.81)
Q: Can you please prioritize the top 10 up and coming AI stocks for future growth?
Q: How will Bitcoin halving affect glxy stock price?
Sheldon
Sheldon
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Alphabet Inc. (GOOG $237.49)
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Intuitive Surgical Inc. (ISRG $429.59)
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NVIDIA Corporation (NVDA $183.16)
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Booking Holdings Inc. (BKNG $5,164.93)
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Eli Lilly and Company (LLY $833.49)
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Berkshire Hathaway Inc. (BRK.B $489.13)
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Vertiv Holdings LLC Class A (VRT $169.01)
Q: 1) If you could only hold 10 names from 5i’s Balanced portfolio with the aim of maximizing total returns over 10 years, what would you choose?
2) Same as previous question, but the 10 names can be any security, Canadian or U.S.
Thank you!
(Public question)
2) Same as previous question, but the 10 names can be any security, Canadian or U.S.
Thank you!
(Public question)
Q: What are your thoughts about this after the big jump..I did not get in the ipo..but considering it..do you think this would be worth considering for a 5 year hold? Thanks. Shyam
Q: In your answer to my question to today about EDGE AI - it was intended to specifically address NTNX role. I know you own it, and I was trying to understand how important a role it could play. But, you did not name it in the stocks that could play a role in EDGE AI.
Q: Hi There Would there be any reason for the drop in Celestica shares lately . Could you comment on it going forward ? thanks Larry
Q: I keep reading and stock keeps growing. Would you buy at current price, as likely not getting a pull back and what weighting would you consider. Cheers!
Q: I know you hold Palantir. Do you think it's over valued at this price? It seems like a promising company with intriguing software but I worry about buying it at this valuation. Thanks,
Jason
Jason
Q: Hi there, todays news that CTS was awarded 2024 Nvidia Networking Partner of the Year as well as the Canadian Partner of the Year confirms they are deeply involved with Nvidia.
Does this really mean much? I'm sure it definitely brings more awareness of CTS.
But do these types of recognition awards increase business/sales, etc? Especially considering Nvidia is talked about everywhere and all the time now.
Thanks!
Does this really mean much? I'm sure it definitely brings more awareness of CTS.
But do these types of recognition awards increase business/sales, etc? Especially considering Nvidia is talked about everywhere and all the time now.
Thanks!
Q: Hi Everyone at 5i!!
What are your thoughts on Galaxy Digital? Their earnings report is coming out on Mar26th. Would you happen to know what the earnings potentials may be going forward?
Cheers,
Tamara
What are your thoughts on Galaxy Digital? Their earnings report is coming out on Mar26th. Would you happen to know what the earnings potentials may be going forward?
Cheers,
Tamara
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.29)
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Constellation Software Inc. (CSU $3,936.19)
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Descartes Systems Group Inc. (The) (DSG $133.62)
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Open Text Corporation (OTEX $54.04)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
Q: In your opinion, which five(5) Canadian companies are best positioned to increase their net value because of Ai? Thank you!
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goeasy Ltd. (GSY $158.29)
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TerraVest Industries Inc. (TVK $137.00)
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EQB Inc. (EQB $91.53)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $127.37)
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TECSYS Inc. (TCS $33.75)
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Vitalhub Corp. (VHI $10.87)
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WELL Health Technologies Corp. (WELL $5.19)
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Converge Technology Solutions Corp. (CTS $5.99)
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Docebo Inc. (DCBO $37.37)
Q: WELL has required a lot of patience. I know you still like it, but is there another smallish cap you would select over it? I own TSU, LMN, SIS, and SYZ.
Q: How do I know if this stock is priced cheap, fair or expensive. For a general quick idea what metric should I use for this and other similiar stocks so I don't have to ask 5I every time I look at a stock.
Thanks Steve
Thanks Steve