Q: Hi, Any thoughts on Topicus stock, breaking out of $98-99 level, to a high of $107, with 8% jump in past 2 trading days, on reasonable volume ? Do you believe that stock is getting re-rated along with CSU/LMN family. Both CSU and LMN are trading at all time highs. TOI's 52 week high was $110, June 29, 2023 with All Time High of $142 on Nov 3, 2021. 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: Would you prefer KXS or DCBO at this time for a long-term hold.
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Constellation Software Inc. (CSU $4,522.81)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $193.86)
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Topicus.com Inc. (TOI $174.92)
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Lumine Group Inc. (LMN $47.71)
Q: The following is from a recent article in the G&M:
"Investors typically regard a cheap stock as one with a PEG ratio around 1. By that standard, many of the Magnificent Seven look to be reasonably priced.
Amazon (a PEG of 1.3), Alphabet (1.3), Meta (1.2) are on the borderline of cheap, while Nvidia (0.7) looks to be a downright bargain, according to calculations this week by Robert Armstrong of the Financial Times.
Microsoft (2.6) and Tesla (2.1) are somewhat pricey by PEG’s reckoning but not outrageous. Only Apple (4.6) looks like a true luxury item, perhaps because it’s perceived as a superbly managed, ultrasafe defensive stock."
What are the PEG ratios of SHOP, CSU, LMN, and TOI?
Thanks as always for your expertise.
"Investors typically regard a cheap stock as one with a PEG ratio around 1. By that standard, many of the Magnificent Seven look to be reasonably priced.
Amazon (a PEG of 1.3), Alphabet (1.3), Meta (1.2) are on the borderline of cheap, while Nvidia (0.7) looks to be a downright bargain, according to calculations this week by Robert Armstrong of the Financial Times.
Microsoft (2.6) and Tesla (2.1) are somewhat pricey by PEG’s reckoning but not outrageous. Only Apple (4.6) looks like a true luxury item, perhaps because it’s perceived as a superbly managed, ultrasafe defensive stock."
What are the PEG ratios of SHOP, CSU, LMN, and TOI?
Thanks as always for your expertise.
Q: With AI currently being recognized as an energy hog - can you suggest investment strategies ( in comparison to garden variety search) to play this issue?
Q: Could you comment on SMCI's earnings? Do they change your (already positive) opinion of the comany's prospects?
Thanks.
Thanks.
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Adobe Inc. (ADBE $363.68)
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QUALCOMM Incorporated (QCOM $156.22)
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Salesforce Inc. (CRM $247.16)
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Constellation Software Inc. (CSU $4,522.81)
Q: I am not specifically asking about these 4 equities, rather they are representative of some tech stocks that have been increasing dramatically in the last few weeks / months. Are we looking at a bubble in tech? Where is all the momentum coming from? Many thanks.
Q: Could you please give me your assessment of this company. Thank you
Q: Can you revisit AEIS ?
I would like to know your views since the last question in 2020. What would be a good technical entry point if you are ok to buy ?
I would like to know your views since the last question in 2020. What would be a good technical entry point if you are ok to buy ?
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ISHARES BITCOIN TR (IBIT $63.73)
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Fidelity Wise Origin Bitcoin Fund Beneficial Interest (FBTC $97.89)
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ARK 21Shares Bitcoin ETF Beneficial Interest (ARKB $37.29)
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Bitwise Bitcoin ETF Beneficial Interest (BITB $61.05)
Q: What are your initial thoughts on the new spot bitcoin etas?
Thanks for the service.
Thanks for the service.
Q: Question about Flutter Entertainment. I have received the LSE stocks (FLTR.L) following the deal with Amaya. I was wondering would it be possible to exchange my LSE stocks for the NYSE one after January 29th listing. What would be the charge if any you think?
Thank you again for the great service by team 5iR
Thank you again for the great service by team 5iR
Q: What is up with SMCI today. Just bought it Dec.19/2023. Let it ride or take the profit?
+$100.00 a share.
+$100.00 a share.
Q: Hello 5i
Could I have your assessment of GigaCloud Technologies please? I don’t see any previous questions on this company nor a ticker symbol.
Thank you
Dave
Could I have your assessment of GigaCloud Technologies please? I don’t see any previous questions on this company nor a ticker symbol.
Thank you
Dave
Q: Understanding that portfolio weights are personal, what weight would YOU be comfortable holding SMCI?
Thanks
Thanks
Q: Is Topicus going to begin to aquire companies in in the US as reported by the TSS operating group?
Thx
Thx
Q: Greetings:
Your comment to summarize this company was, " A lot to like." I would like your comments concerning it's small size at 310.23 million. I bought some shares after I did my research, but would appreciate your thoughts. Also, what about CEO compensation, at over $1M? Also, a few days ago a member posed a question about where companies in the USA and Canada fit into the small, medium, and large cap categories. Would you please refer me to that question. I tried to retrieve it under miscellaneous, to no avail. Thanks, Ben.
Your comment to summarize this company was, " A lot to like." I would like your comments concerning it's small size at 310.23 million. I bought some shares after I did my research, but would appreciate your thoughts. Also, what about CEO compensation, at over $1M? Also, a few days ago a member posed a question about where companies in the USA and Canada fit into the small, medium, and large cap categories. Would you please refer me to that question. I tried to retrieve it under miscellaneous, to no avail. Thanks, Ben.
Q: Many sharp upgrades and sharp downgrades for SHOP in recent days. What do you make of all the divergent views? I know 5i is in the upgrade camp. What do the 'downgrade' analysts see that bring them to their conclusion?
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Apple Inc. (AAPL $229.09)
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Adobe Inc. (ADBE $363.68)
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Amazon.com Inc. (AMZN $228.73)
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Broadcom Inc. (AVGO $297.41)
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Cisco Systems Inc. (CSCO $67.40)
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Meta Platforms Inc. (META $754.39)
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Alphabet Inc. (GOOG $210.19)
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Microsoft Corporation (MSFT $507.37)
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NVIDIA Corporation (NVDA $181.60)
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Accenture plc Class A (Ireland) (ACN $256.79)
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Salesforce Inc. (CRM $247.16)
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Oracle Corporation (ORCL $238.82)
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Tesla Inc. (TSLA $344.71)
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Advanced Micro Devices Inc. (AMD $163.99)
Q: Peter,
what would be your list of baby Mag 7 that have high probability of solid growth and show possibility of becoming the new Mag member? Do you see AMD as a potential contender?
what would be your list of baby Mag 7 that have high probability of solid growth and show possibility of becoming the new Mag member? Do you see AMD as a potential contender?
Q: Good morning, I'm down on Lightspeed in my TFSA so no capital loss available but I'm wondering about swapping it out for Payfare. Thoughts?
Thanks, Rod
Thanks, Rod
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Alphabet Inc. (GOOG $210.19)
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Microsoft Corporation (MSFT $507.37)
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International Business Machines Corporation (IBM $240.69)
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FormFactor Inc. (FORM $29.23)
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IonQ Inc. (IONQ $38.89)
Q: Hello 5i,
On the topic of a recent question regarding quantum computing, could you provide a any names in this area? I thought IBM R&D was involved but not sure about any others.
Thanks
On the topic of a recent question regarding quantum computing, could you provide a any names in this area? I thought IBM R&D was involved but not sure about any others.
Thanks
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Alphabet Inc. (GOOG $210.19)
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Super Micro Computer Inc. (SMCI $44.66)
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Vertiv Holdings LLC Class A (VRT $124.80)
Q: Good Morning
Regardless of sector, what are your top 3 stock choices in the US right now.
Thank you
Regardless of sector, what are your top 3 stock choices in the US right now.
Thank you