Q: On July 6 U trimmed Toi to 3.5% @ $106.95 after big rally from below $70.On July 12,U consider it as a attractive buy when it was some $98. On july 11,it was $103.46 + 0.84%. Add,Hold or Trim. It appears that U now prefer Lmn due to its potential better upside, Txs for U usual great services & views
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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: If you didn't have any shares in these companies wouldn't this be a good time to buy and slowly add over the next couple years. My thinking is CTS just has to go back to three dollars and your up 20%. They are buying back shares, dividend, huge ebitda etc. Board makes a few tweeks and sentiment and direction changes. I understand if you have a position to hold. Do you generally agree with the above.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Upstart Holdings Inc. (UPST $39.02)
Q: Are any of these three buying opportunities right now? Any you would sell? Looking at a 3 - 5 year time frame.
Q: Sorry for another NVEI question.
In the responses on NVEI, 5i considers it a HOLD. I'm down 60% in a taxable account and will probably sell for tax reasons. My plan was to buy it back after 30 days.
What would it take for your recommendation to become a "buy" or "add to an existing position"? On the other hand at what point does it become a "sell"?
Are you considering the same "hold" status for the growth portfolio of will you be making changes with NVEI?
Thanks
In the responses on NVEI, 5i considers it a HOLD. I'm down 60% in a taxable account and will probably sell for tax reasons. My plan was to buy it back after 30 days.
What would it take for your recommendation to become a "buy" or "add to an existing position"? On the other hand at what point does it become a "sell"?
Are you considering the same "hold" status for the growth portfolio of will you be making changes with NVEI?
Thanks
Q: Do we know which large customer did NVEI lose? At what cost?
We often see sell/buy transactions with no divulged details. Being naïve, shouldn’t the investors know these details, when they could impact the financials. Do analysts know more than we do? I’m aware we are talking private companies and their competitors, but it is a bit frustrating.
Thanks for your work.
We often see sell/buy transactions with no divulged details. Being naïve, shouldn’t the investors know these details, when they could impact the financials. Do analysts know more than we do? I’m aware we are talking private companies and their competitors, but it is a bit frustrating.
Thanks for your work.
Q: Hi 5i - which company do you like better for a 10+ year hold today?
Thanks, Neil
Thanks, Neil
Q: Understanding that portfolio weights are personal, how high of a weight would YOU be comfortable letting CSU run?
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.37)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: I have LSPD at a loss in my TFSA. A two year chart suggest both NVEI and LSPD have dropped about 75% from their highs. With no tax loss benefit, is it worth switching to NVEI. (I am in no particular need of cash from this account for many years, if ever.)
Q: Please comment on Q results released on Aug 8.One source said Eps beat estimates,while one say no. Please clarify.Today dropped 6.76% to $48.93.Any reason?Add,Hold or Sell Txs for u usual great services & views
Q: Can you comment on the level of debt carried by Nuvei. Is it high, moderate or low for their cash flows? Thanks.
Q: Hi, when a company has a bad quarter it usually drops 5-10-maybe15%. But when it drops 40+% there is usually something really wrong? Have you heard any reports or attacks against the company? This looks different.
Q: Hello, i know you don't believe in averaging down but of these companies that really blindsided me on somewhat over reaction on earnings,which company has the best chance to bounce off these lows possibly like 10-20% up from here i am thinking could be possible which do you pick and why....thanks
Q: Could I please get your thoughts on Chargepoint as a long term holding. Also, who are their main competitors? What are their biggest risks and can they manage their debt? Thank you.
Q: CRM's share price has tumbled a bit in the last few days...any news or explanation for what is going on?
Thank you fro your excellent assistance
Thank you fro your excellent assistance
Q: According to the July 18 news release from CSU:
"The Company’s quarterly results will be disseminated via press release and made available on the Company’s website ( www.csisoftware.com ) and SEDAR, after markets close on Friday, August 11, 2023."
Is it normal for companies to release their results after market close ON A FRIDAY?
Politicians want to release bad news at the end of the day on a Friday, especially before a long weekend. So I am wondering if a company would follow suit by releasing bad news at the end of the week after the market closes.
I am not expecting bad news, but I can't recall a company like CSU releasing their results after the markets are closed on a Friday.
Your comments?
"The Company’s quarterly results will be disseminated via press release and made available on the Company’s website ( www.csisoftware.com ) and SEDAR, after markets close on Friday, August 11, 2023."
Is it normal for companies to release their results after market close ON A FRIDAY?
Politicians want to release bad news at the end of the day on a Friday, especially before a long weekend. So I am wondering if a company would follow suit by releasing bad news at the end of the week after the market closes.
I am not expecting bad news, but I can't recall a company like CSU releasing their results after the markets are closed on a Friday.
Your comments?
Q: Can you comment on Syz earnings. Looked good but did they match expectations. What stands out both on positive and negative sides. Is it a good time to add to position?
Q: Good Day all and thank you for your valuable comments as usual. Can you please comment oin Coveo's results for the past quarter and future potential. Thank you.
Q: Is today a good time to buy into Lumine?
Q: What does the market expect from CSU this quarter?
Thx
Thx
Q: Hi team,
Can you comment on the quarters of these two?
Thanks
Can you comment on the quarters of these two?
Thanks