Investment Q&A

Q: What tailwinds does crcl have ?

Are they strong enough to move the share value up and offset further damage due to interest rate reductions?

Thanks.

Q: Dear Peter et al:

What do you make of Perplexity's offer of "buying" Chrome for 34.5 B ! Perplexity itself is worth only 18 B according to one report that I read! Some bloggers say that this is to rattle Alphabet and give the antitrust government lawyers ammunition to break it up. Without Alphabet, Chrome becomes very weak which is good for Perplexity. If Alphabet sells Chrome to Perplexity then it it becomes huge in Search domain! A win-win for Perplexity and a lose-lose for Alphabet. So, the reasoning goes!

I couldn't help thinking that a contrarian view might emerge. Alphabet might spin off Gemini and Chrome together!! Or make an offer for Perplexity!


Anyway, does this affect your strong endorsement of GOOG? I know you are a fan. Me too!

Q: Hi 5i, I'd appreciate your current take on Viavi Solutions. It appears to be a viable small cap that could benefit from the AI build-out. Thanks!

Q: So what's the story with these? They've really backed off over the past week. Are they not delivering up to expectations? Anything to be concerned with?

Q: Any thoughts on the recent rapid slide in Topicus?

Q: Hi again - since my questions re: IBM back on July 24th and Aug 5th I have seen continued deterioration. I know you felt that the 10% drop post earnings was possibly a bit overdone, so I am wondering what your thoughts are now. OBV has plunged, along with the price, PPO and RSI. Since earnings it appears to be down 15%, and is now technically oversold. Would you wait it out for a recovery of sorts, of just give up and move on? As my holding is in a TFSA I wouldn't benefit with a tax loss.
Thanks!

Q: Could I have your thoughts on Ouster. Been watching it for awhile and it seems to have improved its earnings. Is it worth a look or is it too early.
Thanks Jack

Q: What are thoughts on Gartner? Buy? Hold? Or Sell?

Q: Hi, NBIS
A little late to the party but would you consider $70 still a good entry point for a long term hold or would you recommend waiting for a pullback?
Thank you

Q: Hello 5i, Would you buy these stocks today ? for a 2-3 years hold ?
thanks

Q: Hi there - can I please have your opinion on Uber? If you had a US focused portfolio, would Uber be a part of it? If so, would it exist in the Income, Balanced or Growth? Thank you!

Q: Hello,
If interests rates go down in the US, will these speculative stocks get hit hard, especially circle internet group as it makes money on the treasuries? Thanks for your help.

Q: My tech holdings have once again climbed to a big part of my portfolio (37%). So it is time to trim/sell some holdings. Can you please rank the above holdings, favorite to least favorite right now. Portfolio allocation recommends 16 %, but i will probably aim for 25-30%. Does that sound reasonable? Tech companies seem to be the ones that are growing the fastest.

Q: Please excuse me, if the question sounds similar to the another member's, recently posted.

Constellation Software stock appears have lost its momentum and continues to struggle move past the $4900-$5000 level, after reaching a high of $5300, a few months ago. The latest results, which are considered solid ( several analysts bumped their price targets ) also seem to have failed to infuse some life in the stock, with a lacklustre price action and stock quickly falling back to its 200 Day MA.

Is CSU stock following the general weakness in software names in US, seen lately?

Also, are there any catalysts. in the near term which could help the shares to break out of its range ?

We have a decent size position 12-15%, in various accounts, with a fairly low cost base and have been waiting to lighten up to 10% ( being quite comfortable with a large weighting ), and raise some cash. Is it worthwhile for stock to regain strength, before we decide to pull the trigger ?

You could address the question, in general. ignoring advice on personal weightings.

Thank you

Q: I know you like this company a lot and it has served me well. It is about 9% of my portfolio and I have been comfortable with it there. As it hasn't done much this last year wondering if I should reduce back to 5-6% and put money into something else. If so what would be your recommendations. (letting it run is also and option)
Thanks for all your solid advice over the years.

Q: Hi guys,

Please provide an update on PGY.US as your last question about this stock was 9 months ago.
Thanks
Jim

Q: Looking at these Canadian tech heavyweights, could you rank what you would buy today for long term hold and why?

Q: Good morning! Which of these two today, and why, please?

Q: Time for an OTEX update, have we finally turned a corner? How much of a risk do you think AI presents?

Q: I like OTEX as a long-term holding, but am in a loss situation; for tax reasons, it would be worthwhile to realize this loss, and rebuy the security in >30 days. In the meantime, I am thinking of investing the proceeds temporarily in CGI Group (GIBa). I note that today OTEX "popped" by ~10% because of a good earnings report. Here are my questions:
1. Is this a good time to sell OTEX (with plan to rebuy a few weeks from now) or should I wait a bit, since the stock could be in a bit of an uptrend over the next few weeks?
2. Is CGI Group a good proxy for holding the proceeds of OTEX disposition for the next several weeks (or would you suggest another proxy)?
3. In general, what do you think of these two holdings-- CGI Group and OTEX-- as long-term holds? If YOUR portfolio included both companies, would you favor one over the other (i.e., greater weighting within the portfolio), and if so which one (based on long-term prospects and current valuations)?

Ted