Q: Hi All at 5i!!! DND has always been a confusing stock for me. I held it for a while and it got a vast amount of negative sentiment from the market , so I sold it. I have read a lot of conflicting opinions on it. So here I am seeking out your opinion. The straight goods....is it a good, stable stock to hold, well positioned for good future growth? Or are it’s prospects nebulous , dependent on (metaphorically speaking ) many stars aligning??? Looking forward to your reply, Cheers, Tamara
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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 the activist investor's announcement this morning?
Q: hello 5i:
can you discuss PANW's latest earnings report and outlook?
thanks
Paul L
can you discuss PANW's latest earnings report and outlook?
thanks
Paul L
Q: I think alot of investors are awaiting news of the continuance of acquisitions before buying the stock. If they announce an accretive acquisition, do you expect a huge pop in the stock so better buy before or do you think in this market you can wait? Thanks.
Q: Can you suggest a proxy for this company?
Appreciate the insight.
Paul F.
Appreciate the insight.
Paul F.
Q: Hi there, ARKK has dropped very dramatically - about 75% to 80% from all time highs. I believe the 2000 .com bust had a similar fall in terms of percentages. In your opinion, has ARKK bottomed out here? Do you think it's time to finally start buying in the $40 to $45 price range? Lastly, do you see comparisons in buying ARKK today, similar to buying oil in March 2020 after oil went negative and XEG etc collapsed? Thanks!
Q: I have a small position in Cathedra Bitcoin and am looking at increasing my holdings. Please provide any comments or thoughts about this Company.
Thanks You Gord
Thanks You Gord
Q: Could you give your analysis of VOYG at this beaten down price. Buy, sell or hold. Thanks
Q: Your thoughts on Cisco's quarter and guidance and would you consider adding to a long-term position now?
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Roku Inc. (ROKU $94.24)
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Digital Turbine Inc. (APPS $4.14)
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Upstart Holdings Inc. (UPST $70.37)
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Affirm Holdings Inc. (AFRM $78.04)
Q: Please rank the above for a buy and minimum 3 year hold.Thanks.
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $58.26)
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Vanguard Information Technology ETF (VGT $694.28)
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ARK Innovation ETF (ARKK $75.85)
Q: I am looking at 2 and 5 years charts for both funds and VGT was outperforming XQQ all the time in the last 2/5 years and didn't get cut as much. if you were to pick one now would you still go with VGT?
What is your view on ARKK now?
What is your view on ARKK now?
Q: You can ignore this if you already posted an answer.....
Thoughts on the quarter for LSPD
Thanks
Dave
Thoughts on the quarter for LSPD
Thanks
Dave
Q: the tmg ruling isn't great for dnd. can you explain its implications and what it means for stock in the future. 5i has been recommending dnd as a good growth opportunity and recently makes your list of top growth stocks. do you still feel this way.
Q: Could you comment on SNOW's current valuation at about 14x sales? Would you consider it a more compelling add today given it has growth on its side?
Q: I would like to harvest a tax loss on Intel and am thinking of using Nvidia as a proxy while I wait for a possible repurchase of Intel. Wondering if you think Nvda is the best option proxy wise or would you recommend something else? Many thanks.
Q: 1) What do you think the odds are of DND being able to reverse the ruling by the CMA?
2) Do you agree that if DND had to sell TMG it would reduce revenue by about 6%? This was my rough calculation based on 2021 DND annual revenue.
Thanks for your insights.
These questions are prompted by the following news release:
"The CMA has provisionally found that Dye & Durham's acquisition of TMG, which closed in July 2021, would lessen competition in the UK property search services market. The CMA also asserts that the only effective way to address the issues it has identified would be for Dye & Durham to sell TMG to a third party. Lastly, the CMA press release gives the erroneous impression that Dye & Durham failed to notify the CMA regarding the transaction when in fact there was no obligation to do so under applicable UK law, which provides only for voluntary notification.
Dye & Durham disagrees with the CMA's provisional findings and is evaluating its potential options. Dye & Durham complies with all laws and regulations in every market in which it operates. The Company has exercised every best effort to help the CMA with its review of the transaction, explain its benefits and offer a remedy proposal and is ready to continue to work collaboratively with the CMA going forward."
2) Do you agree that if DND had to sell TMG it would reduce revenue by about 6%? This was my rough calculation based on 2021 DND annual revenue.
Thanks for your insights.
These questions are prompted by the following news release:
"The CMA has provisionally found that Dye & Durham's acquisition of TMG, which closed in July 2021, would lessen competition in the UK property search services market. The CMA also asserts that the only effective way to address the issues it has identified would be for Dye & Durham to sell TMG to a third party. Lastly, the CMA press release gives the erroneous impression that Dye & Durham failed to notify the CMA regarding the transaction when in fact there was no obligation to do so under applicable UK law, which provides only for voluntary notification.
Dye & Durham disagrees with the CMA's provisional findings and is evaluating its potential options. Dye & Durham complies with all laws and regulations in every market in which it operates. The Company has exercised every best effort to help the CMA with its review of the transaction, explain its benefits and offer a remedy proposal and is ready to continue to work collaboratively with the CMA going forward."
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $195.59)
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Enthusiast Gaming Holdings Inc. (EGLX $0.11)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.81)
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Pinterest Inc. Class A (PINS $35.50)
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Palantir Technologies Inc. (PLTR $157.82)
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Unity Software Inc. (U $39.66)
Q: I hold the following and each one is down to a point where each one represents approximately 1% of my portfolio.
LSPD, SHOP, EGLX, PLTR, PINS, U
1- Should I let any of them go to deploy in the others?
2- Can you please rate them in order of best growth over the next 4-5 years.
3- Can you please rate them in order of lowest risk over the next 4-5 years.
Thanks for all you do!
LSPD, SHOP, EGLX, PLTR, PINS, U
1- Should I let any of them go to deploy in the others?
2- Can you please rate them in order of best growth over the next 4-5 years.
3- Can you please rate them in order of lowest risk over the next 4-5 years.
Thanks for all you do!
Q: Is it too soon to start adding to this ETF or would you hold off for the next couple of months, expecting more downside. I am down about 16 percent at the moment..
Thanks, Lesley
Thanks, Lesley
Q: solid picks for 5 year wait
Q: Peter; A “ no question is too dumb” to ask! The Bitcoin sector has been hit hard and I read that a few have lost their “ peg” to the dollar or gold. Can you clarify on this? Thanks,Rod