Q: Apart from Big Tech, are there any names (in and out of the tech sector) that 'should' be able to capitalize on the rise of AI in the near to medium term?
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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: what do you make of this deal between Hai and ET?how far is this deal done?
It called for ET buying Hai for $4.5 so there is still about 10% upside here.
Would this be an easy trade right now to buy Hai for $4 .If there is no takeover ,what would be the fair price be for Hai you think?
Are there insiders owning Hai and what are the positions.
Same as for ABST takeover.wouldn't it be good to buy ABST right now?or is it all too risky?Thanks
It called for ET buying Hai for $4.5 so there is still about 10% upside here.
Would this be an easy trade right now to buy Hai for $4 .If there is no takeover ,what would be the fair price be for Hai you think?
Are there insiders owning Hai and what are the positions.
Same as for ABST takeover.wouldn't it be good to buy ABST right now?or is it all too risky?Thanks
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Thomson Reuters Corporation (TRI)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Topicus.com Inc. (TOI)
Q: What would be your top Canadian tech picks to survive or thrive in a recession.
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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Booking Holdings Inc. (BKNG)
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Deere & Company (DE)
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Enbridge Inc. (ENB)
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Constellation Software Inc. (CSU)
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Pembina Pipeline Corporation (PPL)
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Keyera Corp. (KEY)
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WSP Global Inc. (WSP)
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BRP Inc. Subordinate Voting Shares (DOO)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Hello, with the current inflation scene, economy and interest rates, expectations of a pause by Federal Reserve and possibility of a soft landing, what sectors will be your favorites to invest/overweight today with a 5-10 years horizon ? And, in these sectors, what will be your best 3 picks, based on current valuation and future growth, in order, with suggested price levels to buy/add ?
Thank You
Thank You
Q: Hi
I'm down 50% on these two. I am thinking of selling and buying LMN with the proceeds. In 3 years would I be happy with that decision?
Carl
I'm down 50% on these two. I am thinking of selling and buying LMN with the proceeds. In 3 years would I be happy with that decision?
Carl
Q: Hello 5i
As a long time holder of CSU I'm wondering about what % of CSU TOI and LMN one might own. Without giving me specific guidance can you comment on the pros and cons of an equal weighting of each (ei 33% of each).
Thanks
Dave
As a long time holder of CSU I'm wondering about what % of CSU TOI and LMN one might own. Without giving me specific guidance can you comment on the pros and cons of an equal weighting of each (ei 33% of each).
Thanks
Dave
Q: Hello, Shopify stock dropped almost 7%, in Today's trading. Partly it could be attributed to decline in most Technology stocks. But, I was wondering if the patent infringement suit pending in a Texas court also played a part. It was also reported today that Shopify has filed a motion to force Lower 48 IPPLC, to reveal its backers/fund, as this company has a history of such filings against prominent companies with the intention of extorting money for their group.(Last one filed by this co against INTEL was eventually dropped in a similar situation). Not sure, I have all the facts.
If you think, it's only short term noise, does the price drop present a buying opportunity ?
Thank You
If you think, it's only short term noise, does the price drop present a buying opportunity ?
Thank You
Q: Is Unity worth buying back in at these levels? Got a nice shoutout from Apple yesterday
Q: Palantir stock has almost doubled over the past couple of months. Do the fundamentals warrant at least a starting position at this point or is it better to let it settle down for a while. What are the insider holdings and has there been much insider activity over the past six months. Thanks.
Q: Can't find any news, is there something up?
Q: Looked promising for a while, then it corrected. Below IPO pricing. What is driving the negative momentum? Seeing other names gain without fundamentals close to NVEI.
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Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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QUALCOMM Incorporated (QCOM)
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Toronto-Dominion Bank (The) (TD)
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BCE Inc. (BCE)
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Enbridge Inc. (ENB)
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Constellation Software Inc. (CSU)
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ONEX Corporation Subordinate Voting Shares (ONEX)
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AltaGas Ltd. (ALA)
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BRP Inc. Subordinate Voting Shares (DOO)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Boyd Group Services Inc. (BYD)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I currently have a portfolio with these six holdings. What would be your current top 5-10 Cdn and/or US buys to diversify the portfolio and put a large cash balance to work for a 5-10 year time horizon with total return as the primary objective
Q: Is PLTR a stock to buy and if it is a buy what do you think it will go to? or is there something better out there.
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
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Select Medical Holdings Corporation (SEM)
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TD Global Technology Leaders Index ETF (TEC)
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Global X Artificial Intelligence Semiconductor Index ETF (CHPS)
Q: two questions - for CDN. investor with CDN dollars what ETFs do you recommend for the semi-conductor space and us technology - thanks
Q: Edenbrook Capital today released their most recent letter sent to Absolute Software raising concerns regarding Crosspoint bid and Absolutes discussions and release of import background information to public shareholders. What is your take on this situation and what is your opinion on the likely outcome of this process?
Thanks
Geoff
Thanks
Geoff
Q: Hi All At 5i!
Is it too late to invest In ASML? It has increased in price quite substantially. What would you consider to be a good entry position?
Cheers,
Tamara
Is it too late to invest In ASML? It has increased in price quite substantially. What would you consider to be a good entry position?
Cheers,
Tamara
Q: I hold SNPS at a 2.01% weighting in the total portfolio. And in the US only portfolio, SNPS weighting is 5.04%. The other two individual portfolios are Income and Balance. SNPS has risen quickly lately....and my reading is that it is related to AI as its "software automates the chip design process, enhancing design accuracy, productivity, and complexity in a full-flow end-to-end solution" But there is chatter that the current price, $449, is way above the fair value that might be as low as $310. Question for me....do I trim back or just ride this out??
What says 5iR??? Thanks for your insights..............Tom
What says 5iR??? Thanks for your insights..............Tom
Q: again thanks for smci.
where do you stand now on smci,do you think it has more room to run. dave
where do you stand now on smci,do you think it has more room to run. dave
Q: Hi, Could you please comment on Ai earnings. Thank you
Q: Hi Peter and the 5i team,
Do you have an insight and opinion on Credo Technologies CRDO?
Regards
Rajiv
Do you have an insight and opinion on Credo Technologies CRDO?
Regards
Rajiv