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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: me, curious about this - how would 5iR define quality technology equity stocks???.......as keen to know as this is what I intend to look for in topping up or buying new tech equity stocks ....thanks for the insights.......Tom
Read Answer Asked by Tom on December 09, 2022
Q: Hi,

Can you provide general comments on D2L's latest earnings release please?
Specifically, any concerns about their 3 month and 9 month adjusted EBITDA (loss) and their updated financial outlook? Other released financial metrics appear to be positive.
Is this still a long term buy?

What is your take on Andlauer's early warning report released Dec 7, ie..."agreements to sell an aggregate of up to 1,760,000 subordinate voting shares in the capital of the Company ("Subordinate Voting Shares"), representing approximately 9.64% of the issued and outstanding Subordinate Voting Shares, for investment purposes."
Almost 10% is quite a lot of shares is it not?
Is this still a long term buy?

I don't currently own any of these shares but they are on my short term watchlist.

Cheers,
Steve
Read Answer Asked by Stephen on December 09, 2022
Q: Kraken Robotics has had some significant contract wins lately, including an $8 million contract with a global energy company, a $14 million contract for their undersea batteries, and today a $50 million contract with the Royal Canadian Navy. The stock has roughly doubled in the last 5 months, but is still well off its all time high. The market cap is up to about $115 million. Wondering what you think of this company as a high risk, small investment? Their Q3 showed ytd adjusted EBITDA of $4.4 million, and getting close to reaching profitability with a net loss for the quarter of $0.5 million.
Read Answer Asked by Dan on December 08, 2022
Q: I know you guys try to answer exactly the question that was asked, which is good. However, I was surprised to see BB in a recent answer to your favourite Canadian companies that offer disruptive technology (AI, quantum, other). In the past, you were always negative on BB for its poor earnings record and shrinking revenue base, etc. Are you getting more positive on BB’s growth prospects or perhaps there are not that many Canadian companies to satisfy the question? Also, what would be your top 5 U.S. disruptive names, where the pickings are a lot thicker?
Thanks
Dave
Read Answer Asked by Dave on December 08, 2022
Q: Question about Veeva Systems.

From prior responses, it aligned with right now having a high valuation even after the past years negative performance. Is this a good entry point? This has been on my watchlist for years now and each time I look at it, the valuation is too expensive. But with the recent drop is this a good entry point or do you think the market is signalling that growth is slowing down?
Read Answer Asked by Eugene on December 07, 2022
Q: Hello dear 5i,

I have a question that may seem silly. Here it is. When you talk about Shopify, you often talk about duopoly, but I can't find with whom they are, even by searching assiduously on the net.

thanks
Read Answer Asked by Charles on December 07, 2022
Q: Can you please name your favourite single stocks in Canada that are in the really future-oriented disruptive tech sectors (AI, quantum, 5G, genomics, others)?
Read Answer Asked by Chris on December 06, 2022
Q: Hello Peter,
Could you please comment on Tecsys results? The stock is in the dumps which is surprising as the company is in supply chain area which is a good place to be, and the results did not seem that bad. Does it compete with Kinaxis? Thanks very much
Read Answer Asked by umedali on December 05, 2022
Q: Hi 5I staff

I have been mostly absent from the tech space for some time but do have small positions in TOI and GOOGL. I am looking at the cyber security ETF space or one or two stocks to consider adding. What would your recommendations be in this investment area
TIA

PL
Read Answer Asked by Peter on December 05, 2022
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