Q: I purchased my initial position at $42 just prior to the Deepseek (of course!) news and have held on since. I am wondering about adding due to your recent commentary re:good balance sheet, new analyst coverage, positive momentum, very cheap valuation vs peers and strong business model. I know you don’t support ‘back up the truck’ emotional statements but I’m wondering if this might be another 5i example of getting into a potential multi-bagger in the early stages. Could you please comment on NBIS’ potential 3-5 years down the road. Thanks so much for your expertise!
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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: hi folks
both enghouse and descarte have taken a bit of a hit on results
both still solid companies; which would you prefer for the next 3+ years
or neither?
no current position in either currently
thx as always
both enghouse and descarte have taken a bit of a hit on results
both still solid companies; which would you prefer for the next 3+ years
or neither?
no current position in either currently
thx as always
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.29)
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Constellation Software Inc. (CSU $3,936.19)
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Descartes Systems Group Inc. (The) (DSG $133.62)
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Enghouse Systems Limited (ENGH $20.56)
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Kinaxis Inc. (KXS $182.12)
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Thomson Reuters Corporation (TRI $212.03)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
Q: Hi Peter, the results for ENGH look a bit soft. Can you provide your opinion on the results and if you think it would be a value buy now with the dividend. Thanks
Q: Up 550 percent on my position. Have already trimmed once.
'Analyst' outlooks vary from a 75 percent drop to 'the ride up is just beginning'.
What is your best assessment of this stock? What would you do?
I have major fomo. Maybe a partial trailing stop loss? Thanks
'Analyst' outlooks vary from a 75 percent drop to 'the ride up is just beginning'.
What is your best assessment of this stock? What would you do?
I have major fomo. Maybe a partial trailing stop loss? Thanks
Q: Can you please comment on Cerence's financial performance - balance sheet and income statement - as well as their future prospects given the heightened focus on AI and autonomous driving that may be getting a boost from the loosened regulatory demands south of the border. A buy?
Q: Would you initiate positions in these stocks or do you feel better entry points will come?
Q: I purchased SOUN when it was associated with NVIDIA. Now down 50 percent, do you consider it a sell or hold? Thanks
Q: Recently, Nebius's stock price has seen a significant surge. This morning at 7 am pre-market, it jumped another 5%. What's driving this upward trend? I currently hold a small portion of the stock shares. Should I consider adding to my position? I'd appreciate any insights you can provide. Thanks.
Q: The latest SA article on your website says CLS is massively overvalued.Your thoughts please.
Q: I am looking to add either AIQ or BOTZ to my portfolio for a long term hold. Both are ETF's. AIQ seems more focused on artificial intelligence while BOTZ is more focused on robotics. What would your preference be at this time?
Thanks
Thanks
Q: In less than a year, Waymo has increased its weekly ride volume from 10,000 in August 2023 to more than 250,000 today. According to California Public Utilities Commission filings, the company's momentum has accelerated sharply, with March 2025 alone showing a 27% jump in paid rides after months of slower growth. Do you think it could become a big part of Google in the coming years ? They seems to have the lead compare to the competitors like tesla, uber ...
Q: Thoughts on this stock and how it will open? Sounds like $31 is where they priced it which was above the expected range. Would you chase it at $33 or $34 or just buy COIN? Please explain.
Q: Hi 5i,
What are your thoughts of the quarter? Would you hold / add / sell?
Thanks,
Kyle
What are your thoughts of the quarter? Would you hold / add / sell?
Thanks,
Kyle
Q: Thoughts on the Q? Opportunity to buy on the dip?
Thanks in advance!
Thanks in advance!
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Fortinet Inc. (FTNT $83.04)
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Amplify Cybersecurity ETF (HACK $86.17)
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Palo Alto Networks Inc. (PANW $208.55)
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First Trust NASDAQ CEA Cybersecurity ETF (CIBR $75.48)
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CrowdStrike Holdings Inc. (CRWD $493.66)
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iShares Cybersecurity and Tech ETF (IHAK $51.24)
Q: Can you give an overview of cybersecurity ETFs and a recommendation please?
Or would you pick a single stock?
Or would you pick a single stock?
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Palo Alto Networks Inc. (PANW $208.55)
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Zscaler Inc. (ZS $309.88)
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CrowdStrike Holdings Inc. (CRWD $493.66)
Q: What are your thoughts on their earnings. Is it still buy, hold or sell. I trim before earnings should I buy more or sell the balance. I am long term investor. I sold since it move so fast up last few days
Thanks for the great service
Thanks for the great service
Q: When it comes to cybersecurity companies has your favourable opinion of CRWD been changed as a result of the quarterly results and forward guidance?
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $124.29)
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Constellation Software Inc. (CSU $3,936.19)
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Descartes Systems Group Inc. (The) (DSG $133.62)
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Kinaxis Inc. (KXS $182.12)
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Open Text Corporation (OTEX $54.04)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
Q: I have a position in these stocks (DOCCKS) and looking to add when the price is right. Can you give a good entry point for each? All positions will be held for 10+ years
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Cellebrite DI Ltd. (CLBT $19.10)
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Sportradar Group AG (SRAD $24.25)
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Lumine Group Inc. (LMN $37.83)
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Nebius Group N.V. (NBIS $129.58)
Q: I currently own CLBT, NBIS and LMN. I am also looking to purchase SRAD. In what order would you add too or start a new position in SRAD.
Thanks
Thanks
Q: Are these companies basically in the same business