Investment Q&A

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???

Q: Hello, I'm looking to add a small position ($2k) to my TFSA. Risk tolerance is high and time horizon is minimum 4-5 years. Of the listed stocks, which do you think has better prospects of growth (i.e. still decent runway ahead)? Do you have a favourite from this list & is it a good time to buy or would you recommend waiting until the markets cools a bit?

Thanks!

Q: Hi,
Now that OpenText and Alphabet have a strategic partnership, where Google Cloud’s preferred Information Management partner is now OpenText, do you think there is any chance Alphabet will buy OpenText? If that were to happen, what kind of premium might OpenText attract compared to current share price? Thank you.
Michael

Q: Lightspeed is up 5 fold since I purchased it.Thank you very much.I am considering selling half to buy Nuvei. What do you think?

Q: based on the demand for increased use of solar and EV going forward, which mining companies would be the suppliers of the raw materials needed for these industries

Q: Can I have your thoughts on this company for now and future growth? Thanks

Q: DND has been weak recently. I see no news. Do you see anything that would explain it? Is it a buy at this level?

Q: Interested in getting more information on these 2 company’s. Fundamentals, financials,
1. They seem in the same space, are their any similarities?
2. Would you buy one over the other, or should I wait to see more of their performances?
3. I am interested in buying a small position in both. Which would you buy first, or would you jump right in and add some later?
Thanks for your very precious guidance, it has been ever so beneficial in the past.
John