Q: What are your thoughts on Qualcomm. Sell, hold or buy more. Future prospects for the company? I will soon be in a capital loss position on this investment. Thank you for your guidance.
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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: Is there a particular reason Zs has been falling?
Q: When do you think there will be some definition on what will happen to CTS? What's your timing estimate on the strategic review? At these prices, is it worth buying to see what happens? risk/reward?
Q: what countries does LMN serve? does LMN compete against CSU for VSM companies in. the telecom and media industries? why is LSM limited to providing VSM services to only telecom and media industries thanks Richard
Q: Could you please comment on Tecsys? I am strongly considering adding to my position here.
Q: FUND seems to be alive and moving up slightly. Any Thoughts. I note last question on FUND was 2018.RAK
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Meta Platforms Inc. (META $705.30)
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First Solar Inc. (FSLR $225.91)
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NVIDIA Corporation (NVDA $183.16)
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Salesforce Inc. (CRM $241.68)
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iShares Future Exponential Technologies ETF (XT $71.46)
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ARK Innovation ETF (ARKK $86.52)
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Coinbase Global Inc (COIN $357.01)
Q: So after listening to Josh Brown interview Ric Edelman this ETF was discussed and seems timely. Would appreciate your views on Mr Edelman who sounds plugged in to what the future may deliver (he does however predict the downfall of Alphabet which isn't the base case of many - you included). That aside wondering about this ETF and your current opinion on whether it's buyable. Given the possibilities of AI, robotics, potential developments in medical science and treatment - all things that may fascinate but about which many of us have very limited understanding or vision about - might you characterize this holding in an appropriate portion as a smart piece of an overall portfolio that provides investors with exposure to future areas of potentially exponential growth - and perhaps your take on this ETF vs the ARK ETFs re valuation, risk and holdings comparisons - appreciate your viewpoint.
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Axon Enterprise Inc. (AXON $703.03)
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Perion Network Ltd (PERI $9.21)
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InMode Ltd. (INMD $15.27)
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Digital Turbine Inc. (APPS $6.25)
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illumin Holdings Inc. (ILLM $1.27)
Q: could you give us your case for PERI,as you seem to like it.
Why is PERI so much more compelling then for example APPS or AT?
Wouldn't you think advertising budgets decline in times of a recession?
It might be apples to oranges,but if having only one choice between INMD,AXON and PERI,which one would you pick?
Why is PERI so much more compelling then for example APPS or AT?
Wouldn't you think advertising budgets decline in times of a recession?
It might be apples to oranges,but if having only one choice between INMD,AXON and PERI,which one would you pick?
Q: What is your outlook for UCTT? Rebound? Is this your preference in the sector? High risk tolerance.
Thanks for your service
Thanks for your service
Q: NVDA has a really good run lately. Is it too late to buy some for a medium to long-term hold?
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Constellation Software Inc. (CSU $3,936.19)
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Topicus.com Inc. (TOI $140.00)
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Lumine Group Inc. (LMN $37.83)
Q: can you explain the differences between LMN and TOI does each company provide the same products but serve different markets also please confirm the degree of ownership by CSU. thanks Richard
Q: Is SHOP expected to continue doing well in the near term?
Q: Peter; Could you update your thoughts on UBER ? Thanks
Rod
Rod
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Sylogist Ltd. (SYZ $5.48)
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NVIDIA Corporation (NVDA $183.16)
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Descartes Systems Group Inc. (The) (DSG $133.62)
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Topicus.com Inc. (TOI $140.00)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.26)
Q: I currently own DSG,NVDA,SYZ,TOI AND TIXT. I am thinking of adding DCBO and wonder if there is is any overlap with the tech stocks that I already own or would be ok to add to this one as well?
Thanks
Thanks
Q: Can you tell me how many total shares will be outstanding after any conversion of preferred shares down the road (assuming conditions are met?), and when this is slated to happen. Thanks.
Q: Hi 5i Team,
Lightspeed and Digital Turbine represent my biggest losers, down 60% and 70% respectively.
I am comfortable holding LSPD and APPS for a 5 year time frame but do you see some worthy growth for these two companies in that time or would you redeploy elsewhere?
Do you still believe in their growth story for the longer term?
A million thanks for all you do!
Cheers
Lightspeed and Digital Turbine represent my biggest losers, down 60% and 70% respectively.
I am comfortable holding LSPD and APPS for a 5 year time frame but do you see some worthy growth for these two companies in that time or would you redeploy elsewhere?
Do you still believe in their growth story for the longer term?
A million thanks for all you do!
Cheers
Q: I reserve a small portion of my portfolio for a few more speculative names and am taking a look at Fastly. It came down from very lofty levels but seems to have formed a bottom over a decent period of time and has been breaking out. Do you feel this breakout is warranted based on current fundamentals and what do you think of the company going forward? Is it worth buying at current levels?
Q: What would be your recommendations for public traded companies that make robots for restaurants? Thanks
Q: Peter; With no news on the “ strategic review “ would it be considered a material event if they have not agreed to any “ offers”? Thanks
Rod
Rod
Q: Have you had a chance to review Spruce Point's report on Nuvei?
Thanks
Thanks