Investment Q&A

Q: Hello, your thoughts on the recent rally in Palantir please. I read that it has broken some kind of technical resistance but there was also an announcement of a partnership with wejo. Any insight would be appreciated. Thank you.

Q: Skylight Health Group recent ongoing acquisitions and overall company performance .... would you comment on buying at this price ..thx

Q: While I am partial to PYPL, I would like a second opinion from you on these fintechs. Please rank them as the most suitable one for a buy and hold for a long term in a RESP account. Thanks.

Q: Are Thinkific and Docebo competitors? I understand what Docebo does but I am not sure Thinkific does exactly the same thing.

Q: Could you comment on VQS recent announcement of the Registered Direct Offering, its recent drop in share price and its prospects going forward?

Thanks for your service

Q: We would appreciate your opinion and outlook on Kimball Electronics Inc. (KE:US).

Q: Just sold DND today and looking to increase tech exposure as I'm now underweight techs and industrials. Currently own LSPD and ENGH. Please suggest 2 for each industry. No US exposure. Would you buy XQQ at this point?

Thank you

Q: As an owner of both the above companies, I wonder your thoughts of ENGH going after STC via acquisition for the UCaaS software, and spinning off the rest of the hardware and services side?

It's not their style, but I think value could be had for both here. ENGH could use debt to finance it, and use the proceeds of a spinoff to pay down / off debt.

Would a transaction like this make sense? I personally would love to see ENGH make larger buys given their cash generation.
UCaaS seems like a good opportunity to braoden for them.

Just trying to get both of these companies going again....

Q: Hello 5i,

I am not thrilled with QCOM YTD -10%. NVIDIA +70% GOOGLE +64%

Do you think more patience is required or NVIDIA would be just a much better company at this point going forward? I am looking for growth and don't care (great deal) about the dividend (although it is nice to have). I know the valuation risk is different but it was the same risks in January yet the results speak for themselves.

Q: Could you comment on earnings release, good year over year comparisons- revs, earnings, EBITDA but are they growing, how could one assess the market or opportunity going forward?

Q: I am thinking of buying apple and microsoft.
Is this a good time?

Q: can you comment on each of the following, cybersecurity companies, in terms of which are likely to show the strongest growth in 1-2 years, with minimal likelihood of a pull back.

Q: Does it make sense to buy bitcoin

Q: In a recent question on TEAM, you stated that it was quickly becoming profitable, when l look at Morningstar, the losses are growing, and on the order of 600 million. What am l missing here?

Thanks for the great service.

Q: Hello,
Could you tell us the upside and risks of TEAM. I am thinking about adding.
Thanks!

Q: The following is from a CNBC article on Monday September 13th,

“ Now, Toast says it was serving more than 48,000 restaurant locations as of the end of June, up from 27,000 in 2019. Annual recurring revenue surged 118% in the second quarter from a year earlier to $494 million. The bulk of Toast’s revenue comes from what the company calls financial technology solutions, consisting primarily of fees paid by customers for payment transactions. Less than 10% comes from subscriptions.

In its updated IPO prospectus on Monday, Toast said it plans to sell shares at $30 to $33, raising over $700 million at the top end of the range. That would value the company at $16.5 billion, based on its outstanding share count.”

How does that compare with LSPD and it’s 150,000 client locations.

Clayton

Q: Does Magnet’s acquisition of DME account for the $7 drop in the share price? What is your view on this deal?

Q: Please comment upon ZS's Fourth Quarter and Fiscal 2021 Financial Results. Thanks!

Q: PATH has been pretty beaten up since the expensive IPO pricing. Interesting at current price or further decline required?

Q: Having sold LSPD at $108 on July 26, I'm going through FOMO. It's already at $157! Not sure if there's still potential or whether I've missed the boat. Your opinion???