Q: Could you comment on earnings and the changes in management. Should I continue to hold or are there better opportunities elsewhere? Thank you
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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: Hi 5i Team - Could you provide a summary of Lumine with answers to the following questions. A summary of its fundamentals including revenue, earnings, free cash flow, profitability, debt, cash on hand and anything else that might apply.
How much revenue and earnings growth is projected over the next year as well as over the next three and five years.
I believe the share count is around 256 million. How much of this is owned by Constellation Software, Insiders, and Institutional holders and how many are left over for the public float. Is it highly likely that they will never issue any shares.
My understanding is that one analyst follows this company. Is this accurate.
Lumine is my number one growth stock at this point. Do you share this opinion.
Thank you.
How much revenue and earnings growth is projected over the next year as well as over the next three and five years.
I believe the share count is around 256 million. How much of this is owned by Constellation Software, Insiders, and Institutional holders and how many are left over for the public float. Is it highly likely that they will never issue any shares.
My understanding is that one analyst follows this company. Is this accurate.
Lumine is my number one growth stock at this point. Do you share this opinion.
Thank you.
Q: What is the reason for the big jump in Google this morning?
- Apple Inc. (AAPL)
- Microsoft Corporation (MSFT)
- iShares Core S&P Mid-Cap ETF (IJH)
- Vanguard Information Technology ETF (VGT)
- First Trust NASDAQ-100 Technology Sector Index Fd (QTEC)
Q: I currently own the VGT etf and would like to buy another technology etf but one that does not have apple and microsoft as the main holdings. What are my options?
Q: Hi Team,
Two part question . What’s your thoughts on metas earnings and their big sell off today? Unjustified ? Buying opp , hold or sell?? Can you give your thoughts on the company? I would have hoped these trillion dollar companies would eventually quit moving like small caps. Unreal really .
Also can you give me your take on Now earnings and your thoughts on the company as well.
Thanks ,
Shane
Two part question . What’s your thoughts on metas earnings and their big sell off today? Unjustified ? Buying opp , hold or sell?? Can you give your thoughts on the company? I would have hoped these trillion dollar companies would eventually quit moving like small caps. Unreal really .
Also can you give me your take on Now earnings and your thoughts on the company as well.
Thanks ,
Shane
Q: This company is trending upwards and I’m considering a starting position. What’s your current take on this company?
Thanks
Thanks
Q: Astera Labs (ALAB) sounds like an interesting software company with a focus on making computer systems more interoperable. What are 5i thoughts? and how would you compare to LMN. Thanks a ton for your valued thoughts.
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Celestica Inc. Subordinate Voting Shares (CLS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Docebo Inc. (DCBO)
- Propel Holdings Inc. (PRL)
- Lumine Group Inc. (LMN)
Q: Hi 5i: I have a small position in LMN. I will add PRL with a pullback??? I would like to add a 3rd Canadian from the tech space.
I would appreciate your recommendation for this addition. Thank you for you your suggestion.
Tom
I would appreciate your recommendation for this addition. Thank you for you your suggestion.
Tom
Q: comment on Celestica's results vs estimates, please.
Thx
Thx
Q: Your thoughts on TINY. Is it worth holding, or do you rate it a sell. Thanks
Q: Hi 5i: Since March, GIB.B has been trending downwards, is there a reason for it. Is it a BUY today ? or should I wait until it settles!
thanks
thanks
Q: Hello, Nice call on VRT !!! Despite the last quarter's miss, stock continued to be strongly supported by 5i and now it blew past Earnings and Guidance !! So, now, do you expect a similar performance from CLS, after close Today ? If yes, at what levels, it would make sense to add to these two companies ? We have a 1% and 1.75% position in VRT and CLS, respectively. Thank You
Q: For a 3-5 years hold in a tfsa which one would be your choice today?
Looking only for growth.
Looking only for growth.
Q: Hi folks,
I am looking to add to my position in NVDA to bring me to a full weighing(5%) - would you suggest I wait after they report their earnings on May 22 or go ahead and buy now.
Thanks
I am looking to add to my position in NVDA to bring me to a full weighing(5%) - would you suggest I wait after they report their earnings on May 22 or go ahead and buy now.
Thanks
Q: VEEV sold off with the departure of their CFO. Do investors have reason for concern? More generally, do you still feel this is a high quality technology holding?
Thanks.
Thanks.
Q: SURG Can you please provide your investment analysis on this company? ThanksSURG
Q: Good afternoon all;
I currently own LMN and KXS in equal sized positions in TFSA's. I consider these my higher growth oriented emerging technology investments. I've held LMN since $30 and traded in and out of KXS between $100 and $200 since 2019.
My question is whether future investment gains would be better served trading out of KXS (which has performed historically but become frustrating and seems a laggard recently) and into Topicus (which seems a bit opaque).
Thanks as always,
Dave
I currently own LMN and KXS in equal sized positions in TFSA's. I consider these my higher growth oriented emerging technology investments. I've held LMN since $30 and traded in and out of KXS between $100 and $200 since 2019.
My question is whether future investment gains would be better served trading out of KXS (which has performed historically but become frustrating and seems a laggard recently) and into Topicus (which seems a bit opaque).
Thanks as always,
Dave
Q: Hello,
Would you recommend CGI for a long term hold? Can you please provide your thoughts on current valuation and debt level. Thank you.
Would you recommend CGI for a long term hold? Can you please provide your thoughts on current valuation and debt level. Thank you.
Q: I am wondering what cybersecurity stocks you might recommend and/or whether you would recommend a cybersecurity etf as the way an investor might invest in this important and growing sector . I currently own one cybersecurity stock, Fortinet, and want to add exposure to the sector. Thank you
Q: Hi - would love your thoughts on why CLS is falling faster than its peers of late. Would you suggest continuing to hold (if long) or buy if not owned? How concerned are you about upcoming EPS release? Many thanks as always.