Q: how much do you think their innovative way they enable advertising could be decimated by restrictions on privacy . thanks
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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 earnings .thanks
Q: Hello, what is your opinion about Coveo’s recent third quater fiscal 2022 financial results? Thank you
Q: How strong is the Visa moat? Is it vulnerable to disruptors? Will big players like Amazon going their own way be a material hit overall? Is there still enough market share to gain from cash payments globally to continue the growth rate that supports the valuation?
Q: Hello,
I would appreciate your thoughts on DDOG the cloud data company. Growth looks very good. At current price do you see this as good buying opportunity now? Do you you like any others in this space?
Thank you
I would appreciate your thoughts on DDOG the cloud data company. Growth looks very good. At current price do you see this as good buying opportunity now? Do you you like any others in this space?
Thank you
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Apple Inc. (AAPL $275.92)
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Block Inc. Class A (SQ)
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goeasy Ltd. (GSY $126.43)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.37)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: I’ve read the previous questions about AAPL’s movement into the payments space and their direct challenge to SQ. I have LSPD, NVEI and GSY in the financial space. Given the potential reach of ApplePay and the evolution of Buy Now Pay Later (along with other innovations I may not even be aware of), could you please discuss potential future challenges that may negatively impact the 3 companies I hold. Thanks!
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Descartes Systems Group Inc. (The) (DSG $114.45)
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Topicus.com Inc. (TOI $125.34)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.07)
Q: When looking at all my accounts, I am slightly overweight in DSG but I also own TOI and TIXT. Long term investment, would you reduce exposure to DSG to increase TOI and TIXT. Which one do you prefer and why? Selling a portion DSG would not trigger a capital gain since in TFSA and RRSP. Thank you.
Q: Your Opinion on QUALCOMM'S quarterly report please.
Q: After results/changes in mgmt. and a bit of time to dig in what is 5is conclusion forward looking on the company?
Thanks
Sheldon
Thanks
Sheldon
Q: I am surprised to see OTEX selling off after the Q release. Can you comment on reasons, and does this change how you would rate it?
Q: I would like to know 5i's opinion on this payments company. I believe it went public in December but has been around for 20 years and is profitable and looks to have some pretty big organisations as their clients Wendy's ,7-Eleven, Fairmont to name a few. Would you take a flyer on this ?
Thanks
Thanks
Q: Could you please give your thoughts on Defi Technologies (listed on Neo)? Thanks!
Q: Everyone,
when will LSPD show positive EBITDA? I keep seeing / hearing it is an important factor to the company but I can’t find an actual date or year.
Clayton
when will LSPD show positive EBITDA? I keep seeing / hearing it is an important factor to the company but I can’t find an actual date or year.
Clayton
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Adobe Inc. (ADBE $318.73)
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Meta Platforms Inc. (META $613.05)
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NVIDIA Corporation (NVDA $182.55)
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Roku Inc. (ROKU $93.58)
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CrowdStrike Holdings Inc. (CRWD $506.82)
Q: I have a full position of Fb and am thinking of dumping and taking advantage of other tech stocks that have sold off dramatically. Could you give some names that you think are near the bottom with lots of upside? Thanks
Q: Your Opinion on Unity quarterly report please. Greg
Q: CSU: Down ~ -10% @ 9:30AM this morning; now -6% @ 9:35 AM. Shocking for this stock! Any news, or just following the Tech meltdown du jour?
Thank you.
Thank you.
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Sea Limited American Depositary Shares each representing one Class A (SE $136.38)
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Electronic Arts Inc. (EA $201.05)
Q: Hi 5i,
Could I get your opinion on the future growth prospects of EA? I have owned the stock for 2years in a non-reg account and I am questioning whether it is the best use of my capital compared to companies like SE in the gaming space. SE looks attractive at the current price point and I thinking to make the switch.
Looking at 5 year plus time horizon.
Thank you in advance.
Could I get your opinion on the future growth prospects of EA? I have owned the stock for 2years in a non-reg account and I am questioning whether it is the best use of my capital compared to companies like SE in the gaming space. SE looks attractive at the current price point and I thinking to make the switch.
Looking at 5 year plus time horizon.
Thank you in advance.
Q: Earnings and big announcement from lspd. What does this mean for the future? Is this still a good growth company to own? What lies ahead? Has your rating changed?
Q: Looks like it will open around 34 dollars. Take the hit and move on or wait it out.
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Meta Platforms Inc. (META $613.05)
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Netflix Inc. (NFLX $106.97)
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Roku Inc. (ROKU $93.58)
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Shopify Inc. (SHOP $155.31)
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Upstart Holdings Inc. (UPST $39.02)
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Affirm Holdings Inc. (AFRM $66.89)
Q: For a 5 year hold, With the 23% drop in FB, is it better to sell at a loss in a registered account and buy stocks such as Roku, afrm, upst, Netflix, Shopify? These stocks are also down lately. Would you make the same decision for a 2 year hold?