Q: How do you see the tariffs affecting SHOP? It is a volatile stock but volatility has been rather extreme since the talk, and introduction of tariffs. How do you see all of this playing out? How specifically will they be impacted? Are there any silver linings here?
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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: Why is Epam is falling like that ? thank you
Q: Earnings look ok to me... but here we are down 6%. Is there anything in the earnings that disappoint or is this drop all about the scary market jitters?
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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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Descartes Systems Group Inc. (The) (DSG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT)
Q: Is XIT worth holding? Or would one be better off just buying the top 3 holdings in equal weightings. For CDN tech, what would be the best buys today for the long term?
Q: Intel gets a new, amazing CEO: Lip-Bu Tan. FROM Jim Cramer.
Do you agree?
Worth buying some Intel stock now or not?
Thank you.
Do you agree?
Worth buying some Intel stock now or not?
Thank you.
Q: If you were holding VRT at 30% loss, would you switch to one of your favourite growth ISRG?
Q: Can you provide a current outlook for Sylogist?
Q: Hi 5i Team - For Cellebrite, Nebius and Crowdstrike could you comment on what portion of each company is based on AI. Could you also comment on whether their AI involvement is semi-conductor, software or service/support related. Thirdly what is the ability of each to withstand an extended market downturn if this present sell-off continues and would you be a buyer at these levels. Thank you.
Q: Could I please get an update on the potential for Autodesk? I have held it for years as a cornerstone in my portfolio, but the stock price has essentially done nothing. The company has transitioned to a cloud-based subscription business and changed some billing practices. It is now changing its third-party transaction model and doing a restructuring. I think the SEC investigation is still ongoing (and a lawsuit) and am not sure how big this could be. It sounds like Trump has paused the big US infrastructure bill but still plans to spend lots on construction and infrastructure. Could this be the year Autodesk finally takes off?
Q: Hi Peter, I just started a position in Enghouse. I thought it looked oversold and attractive on free cash flow per share and it’s 4% yield. Also they are beginning to become more acquisitive. Can I get your thoughts on the latest qtr and do you think it is attractive at these levels.
Q: I was reading your last comments on Lumine, and you said organic growth may improve as the company makes more acquisitions. Which makes sense. But when does the contribution from an acquisition start to be included in organic growth numbers? After a year of owing it? Thanks.
Q: Your thoughts please on the quarters?
Thx
Thx
Q: Peter, one month ago you sill liked it. After another decrease of 40% since, how do you see it? Thks
Q: Surprised a question about the earnings report on Friday has not been asked .
So, what is your take on the report.
*** if asked already and not yet answered disregard this question, no need for repeating
So, what is your take on the report.
*** if asked already and not yet answered disregard this question, no need for repeating
Q: How comfortable would you be to add to DSG in light of the recent earnings and pull back.
Q: MDA is up about 15% today so they must have reported good numbers today. I have a 2% weighting now breaking even. I’m thinking of buying more to increase my weighting up to 3%. Am I crazy?
Jim
Jim
Q: Hi,
Your comments please and thank you on MDA’s earnings. Market is happy today (+15%).
Cheers, Michael
Your comments please and thank you on MDA’s earnings. Market is happy today (+15%).
Cheers, Michael
Q: Hello 5i. Celestica seems to be in a decline the past month. Why? Do you see a bottom forming? At what share price would you start buying? Thank You. Anthony
Q: What do you think about the -9% organic growth, increasing bank debt & interest costs, and one customer accounting for 11% of Revenue? How big a deal, on a scale of 1-10, do you think these issues are for Lumine? Thank you
Q: What is the current short on Celestica and has it been increasing?
Thx
Thx