Q: Hi 5i,
What are your thoughts of the quarter? Would you hold / add / sell?
Thanks,
Kyle
What are your thoughts of the quarter? Would you hold / add / sell?
Thanks,
Kyle
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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: Thoughts on the Q? Opportunity to buy on the dip?
Thanks in advance!
Thanks in advance!
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Fortinet Inc. (FTNT $80.02)
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Amplify Cybersecurity ETF (HACK $83.25)
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Palo Alto Networks Inc. (PANW $185.88)
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First Trust NASDAQ CEA Cybersecurity ETF (CIBR $72.58)
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CrowdStrike Holdings Inc. (CRWD $420.55)
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iShares Cybersecurity and Tech ETF (IHAK $51.51)
Q: Can you give an overview of cybersecurity ETFs and a recommendation please?
Or would you pick a single stock?
Or would you pick a single stock?
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Palo Alto Networks Inc. (PANW $185.88)
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Zscaler Inc. (ZS $272.52)
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CrowdStrike Holdings Inc. (CRWD $420.55)
Q: What are your thoughts on their earnings. Is it still buy, hold or sell. I trim before earnings should I buy more or sell the balance. I am long term investor. I sold since it move so fast up last few days
Thanks for the great service
Thanks for the great service
Q: When it comes to cybersecurity companies has your favourable opinion of CRWD been changed as a result of the quarterly results and forward guidance?
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $134.08)
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Constellation Software Inc. (CSU $4,549.91)
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Descartes Systems Group Inc. (The) (DSG $140.22)
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Kinaxis Inc. (KXS $194.59)
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Open Text Corporation (OTEX $45.15)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $196.52)
Q: I have a position in these stocks (DOCCKS) and looking to add when the price is right. Can you give a good entry point for each? All positions will be held for 10+ years
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Cellebrite DI Ltd. (CLBT $16.11)
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Sportradar Group AG (SRAD $31.63)
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Lumine Group Inc. (LMN $48.74)
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Nebius Group N.V. (NBIS $68.98)
Q: I currently own CLBT, NBIS and LMN. I am also looking to purchase SRAD. In what order would you add too or start a new position in SRAD.
Thanks
Thanks
Q: Are these companies basically in the same business
Q: If you had to choose one "old technology" company, which one would you choose and why?
Thnx for your great service!!
Thnx for your great service!!
Q: Last month Lumine acquired a Dubai located company called Datafusion. Is it a seizable acquisition ? Do you have more insight ?
Q: KXS has had a good run lately. In terms of valuation LMN looks much cheaper. I was thinking I would take some profit and buy LMN. What do you think? T Stephen
Q: What are the forward PE for these companies and how does this compare historically? Thx
Q: With all the turmoil in the Chip Markets and this company owns 30 Chip Companies is it due for a downside correction,. RAK
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NVIDIA Corporation (NVDA $177.99)
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HP Inc. (HPQ $27.74)
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Dell Technologies Inc. Class C (DELL $130.84)
Q: Hi 5i
What is your current opinion and outlook for Dell, given Nvda results. How comfortable would you be holding going into earnings today? Are they expected to meet their estimates or is it essentially a coin toss? They seem to be on a continued downward path.
Are Dell and HPQ considered similar ?
Would 5I have any interest in Dell at current prices?
Thx
What is your current opinion and outlook for Dell, given Nvda results. How comfortable would you be holding going into earnings today? Are they expected to meet their estimates or is it essentially a coin toss? They seem to be on a continued downward path.
Are Dell and HPQ considered similar ?
Would 5I have any interest in Dell at current prices?
Thx
Q: Actual profit didn't seem to be discussed after Shop's recent quarter (I believe they reported "gross" profit, and free cash flow margin, whatever that is). 5i's comment (May 8) also referred to EBITDA of 337 M. My question: how far are they from actually making money, do they have a present and future P/E (none indicated on my Stockhouse website), and when might they actually make a profit? (I'm trying to look at them the way Warren Buffet might, recognizing this isn't a value play.)
Operating expense as a percentage of revenue to be 39% to 40%;
Stock-based compensation to be $120 million; and
Free cash flow margin to be in the mid-teens, similar to the first quarter of 2025.
Operating expense as a percentage of revenue to be 39% to 40%;
Stock-based compensation to be $120 million; and
Free cash flow margin to be in the mid-teens, similar to the first quarter of 2025.
Q: Hello Team, CSU - Any idea what cause the spike 3X volume into the close on Friday? I don't see any news. Repositioning for month end? Doubt it was shorts, covering.
Any thoughts? Thanks for your excellent service. Gord
Any thoughts? Thanks for your excellent service. Gord
Q: Can you comment on this stock? Seems to be quite the roller coaster. I feel sick because I sold it near a low and then recently bought it back. It’s down quite a bit again since my recent purchase. Down about 7% pre market. I think they are issuing more shares to raise money. Thanks,
Jason
Jason
Q: With the competition in search would selling
Alphabet and purchasing Amazon makes sense?
With appreciation,
Ed
Alphabet and purchasing Amazon makes sense?
With appreciation,
Ed
Q: Would you consider this stock a buy now? If not at what level would you consider it a buy?
Q: Hi 5i, Any surprises on final price or size of offering? Looks like $19 usd. Would you add at today's discount to actual price? Thx.