Q: SANM.US appears to be one of those under-the-radar tech companies that provides design and services to other companies rather than relying on retailing a product. Stock has been impervious to tech downturn so far. Can you provide a general comment on its key metrics mentioning comparables/competitors?
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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: wondering if you think it would make sense to sell ENGH (cost $15-ish) and buy SYZ at this time?
Q: I find the dividend you mentioned in your latest alert of 7% attractive.
How well is the dividend covered and under what circumstances do you feel it would not be covered.
Do you think that is at all likely?
Sheldon
How well is the dividend covered and under what circumstances do you feel it would not be covered.
Do you think that is at all likely?
Sheldon
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
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Dye & Durham Limited (DND $6.72)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.26)
Q: For a long term position, in which order would you add these three stocks?
Q: Hello 5i,
For tax-loss selling looking for 30 day proxies for SHOP and TDOC.
Thanks
For tax-loss selling looking for 30 day proxies for SHOP and TDOC.
Thanks
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Intel Corporation (INTC $36.37)
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NVIDIA Corporation (NVDA $183.16)
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QUALCOMM Incorporated (QCOM $153.59)
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Advanced Micro Devices Inc. (AMD $214.90)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $280.66)
Q: In what order would you buy them today for 3 years?
On separate note, I am wondering when 5I started and how long I am member.
It was exciting ride over many years and without your help I would not survive.
Thank you for great service.
Milan
On separate note, I am wondering when 5I started and how long I am member.
It was exciting ride over many years and without your help I would not survive.
Thank you for great service.
Milan
Q: MU was a sell according to https://seekingalpha.com/article/4518385-micron-demand-and-pricing-declines-on-the-way?mailingid=28065169&messageid=must_reads&serial=28065169.372026&utm_campaign=Must%2BRead%2BJune%2B15%2C%2B2022&utm_content=seeking_alpha&utm_medium=email&utm_source=seeking_alpha&utm_term=must_reads
Time to sell or do you think there is more upside?
Time to sell or do you think there is more upside?
Q: I would like to capture a tax loss on Otex. Would Engh be a good proxy while I wait to decide whether to rebuy Otex. As always, thanks for your help.
Q: TOI is at a 52 week low despite having a good quarter on its latest report.
It is dropping on higher volume than normal.
Yes it is a tough market for growth stocks but the high volume scares some.
Thanks
It is dropping on higher volume than normal.
Yes it is a tough market for growth stocks but the high volume scares some.
Thanks
Q: ? Over a 5 day period this stock has went from $75 to $64 as of June 14.
Thanks
Thanks
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Kinaxis Inc. (KXS $182.12)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
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Topicus.com Inc. (TOI $140.00)
Q: Hi 5i - at current prices, how would you rank the following Canadian tech stocks: SHOP, KXS, TOI and LSPD?
Thanks, Neil
Thanks, Neil
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Sylogist Ltd. (SYZ $5.48)
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Kinaxis Inc. (KXS $182.12)
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Open Text Corporation (OTEX $54.04)
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Stewart Information Services Corporation (STC $67.31)
Q: I hold 1/2 positions in KXS, STC, & OTEX, and a 1/4 position in SYZ.
I have a small gain in KXS and small losses in the other 3.
Would you choose to consolidate or replace with similar any of these holdings at this time and if so what moves would you make.
Thanks, Hugh
I have a small gain in KXS and small losses in the other 3.
Would you choose to consolidate or replace with similar any of these holdings at this time and if so what moves would you make.
Thanks, Hugh
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Apple Inc. (AAPL $245.27)
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Amazon.com Inc. (AMZN $216.37)
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Alphabet Inc. (GOOG $237.49)
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Microsoft Corporation (MSFT $510.96)
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The Walt Disney Company (DIS $109.19)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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Meta CDR (CAD Hedged) (META $38.39)
Q: These large behemoths have been decimated in varying degrees. Would you please rank them and would you buy now for a long hold on what seems like a huge sale on quality leaders? Thanks.
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Apple Inc. (AAPL $245.27)
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Alphabet Inc. (GOOG $237.49)
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Salesforce Inc. (CRM $241.68)
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Descartes Systems Group Inc. (The) (DSG $133.62)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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goeasy Ltd. (GSY $158.29)
Q: Are there 2 or 3 Canadian & 2 or 3 US stocks you would be interested in buying in the current downturn?
Would you buy now or wait until???
Thank you.
Would you buy now or wait until???
Thank you.
Q: HI Gang,
You have commented recently that APPS will require patience and is a HOLD at this point. Could you please give some insight as to why you think its a hold? I am down 60% on it and have a time frame of 2-3 years. Could you comment on what to potentially expect in the next 2-3 years. (always respecting you don't have a crystal ball)
Thanks for all your work and guidance in this tough climate!
You have commented recently that APPS will require patience and is a HOLD at this point. Could you please give some insight as to why you think its a hold? I am down 60% on it and have a time frame of 2-3 years. Could you comment on what to potentially expect in the next 2-3 years. (always respecting you don't have a crystal ball)
Thanks for all your work and guidance in this tough climate!
Q: NO BS just straight goods. I currently have 2000 KXS and a collar trade to protect it just till this Friday.
In recent questions, you don't seem to be as positive on this KXS as I've seen in the past.
After my protection expires shall I let it be exercised and come in sometime down the road.
(Don't worry about reentry timing)
Thanks
Sheldon
In recent questions, you don't seem to be as positive on this KXS as I've seen in the past.
After my protection expires shall I let it be exercised and come in sometime down the road.
(Don't worry about reentry timing)
Thanks
Sheldon
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NVIDIA Corporation (NVDA $183.16)
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Shopify Inc. (SHOP $151.02)
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Lightspeed Commerce Inc. Subordinate (LSPD $11.02)
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Topicus.com Inc. (TOI $140.00)
Q: Of these four stocks, Lightspeed seems to be the most volatile. Jumps the most on good days and drops the most on days like Monday.
My son's RESP needs a quick boost - he is going into second year.
Would you buy all four or just Lightspeed and hope for the best? No diversification concerns, just an outright roll of the dice.
Thanks.
My son's RESP needs a quick boost - he is going into second year.
Would you buy all four or just Lightspeed and hope for the best? No diversification concerns, just an outright roll of the dice.
Thanks.
Q: Hi Team,
What are the chances of these companies going bankrupt from 1 (highly unlikely) to 10 (highly likely).
Are either likely going to need to issue shares for funding?
Thanks
What are the chances of these companies going bankrupt from 1 (highly unlikely) to 10 (highly likely).
Are either likely going to need to issue shares for funding?
Thanks
Q: These are companies that I’ve held small positions in, based on future potential as I could see their businesses being very relevant in the future. Would you consider them worth adding to, with the goal of long term (albeit higher risk) growth prospects?
Q: How is CSU looking versus its historical valuation? Is it getting interesting to add here, or above its average longer-term valuation?
Thank you
Thank you