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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: I was just about to give up on Sylogist because of its downward trend over the past 5 weeks in a strong market. Then I discovered that CFRA rates it a Strong Buy!! I know that their report is algorithm-generated, but still! I checked out other CFRA algorithm-generated reports for other small-cap Canadian tech stocks and couldn’t find another Strong Buy (lots of sells). I originally signed up for 5i Research because you cover small Canadian companies. SYZ never issues stock, so there's no analyst coverage. Only algorithms. So how much credence would you put on CFRA's algorithm? What is causing it to generate a Strong Buy for SYZ?
Read Answer Asked by David on December 11, 2023
Q: What are the best stocks in the data memory storage space?
Read Answer Asked by Ian on December 08, 2023
Q: Hello Peter,
If i wanted to buy an ETF in India, which one would i be better off with? or am I better to put equal amounts.. Also, I was hoping topicus would replicate csu performance over long term ( i know it has not been in existence for very long but i am under water on topicus). Should i just forget TOI, and LMN, and stick to csu. Much appreciated.
Read Answer Asked by umedali on December 08, 2023
Q: Everyone, what is the rate of return for the large cap tech stocks vs the Nasdaq 100. For the large cap I would classify: AAPL, AMZN, GOOG, MSFT and NVDA ( you can add more to the list). Please use a time period that you have good stats for but or a 5 year or 10 year return period. I would like to know if it is worthwhile only investing in the big tech stocks overall. Clayton.
Read Answer Asked by Clayton on December 07, 2023
Q: Could I get your take on Q3 earnings. Revenues are up but earnings are flat, is this only the "other charges"? Could you explain why they are reporting Q3 2024 earnings, in Dec 2023, pretty much a full year ahead... I haven't seen a company Q report that far from actual calendar Q. How does this work?
Read Answer Asked by Harry on December 07, 2023
Q: If one were interested in short term trading, which of these two would be a better candidate today? I’ve done well buying and selling both - buying dips and selling pops. I am a little afraid of Nvda due to it being priced for perfection, although of course both have seen nice gains.

Happy Holidays to you and the 5i readers. Thanks as always for the great service;)
Read Answer Asked by Jason on December 07, 2023
Q: Hello 5i...How similar are the above two companies in their business models?.
Is their significant overlap? Would you see then them moving in tandem going forward and would you prefer one over the other or owing both at this time ?
thanks
Read Answer Asked by Arthur on December 07, 2023
Q: Hi 5i, and would welcome your review of the recent Quarterly results from SentinelOne, and whether you would consider it as a buy/ hold/ or sell. Do you see any red flags or concerns with the future business prospects or in achieving their march to eventual profitability, and the merits as a long-term hold and any competitive advantage that they may hold in the cybersecurity space. Thanks kindly.
Read Answer Asked by Michael on December 07, 2023
Q: Looking at Canadian technology stocks. I'm going to assume you figure CSU and SHOP are the mainstays here, so I would like to know how you would rate the following 10 other Cdn technology stocks on a scale of 1-10, for a long term hold, with 10 being a stock you would absolutely want to have in a portfolio and 1 being something of no interest at all. CLS, CTS, DCBO, DSG, GIB.A, KXS, NVEI, OTEX, TCS, VHI. I have included very small company VHI because their recent Q3 looked quite good to me. Also, if there are 1 or 2 that look like very compelling buys at this time, could you indicate which ones please. Thanks.
Read Answer Asked by Dan on December 06, 2023
Q: I don't subscribe so only have the headline from The Economist of Nov. 30. Can anyone post the article?
Probably cause of recent strength.

How a Canadian company became the world’s best acquirer of tech firms
Meet Constellation Software, tech’s Berkshire Hathaway
Constellation Software company logo.
Read Answer Asked by Joseph on December 06, 2023
Q: Hi Peter, Ryan, and Team,

For portfolio balancing purposes, I need to sell one of the above stocks, and am favouring selling TOI and keeping LMN. Would you concur?

Thanks as always for your insight.
Read Answer Asked by Jerry on December 06, 2023
Q: Current PEs for CSU and Shop seem stratospheric and have me worried. How do they compare to historical PEs for these companies? Do the forward PEs for these two companies justify present share prices?

Jack
Read Answer Asked by John on December 06, 2023
Q: The Rule of 40 is a SaaS financial ratio which states that a healthy SaaS company has a combined growth rate and profit margin of 40% or more.

Do you prescribe to this rule? Why is this specific to SaaS companies and not other industries?
Read Answer Asked by Adam on December 05, 2023
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