Investment Q&A

Q: Do these two companies essentially provide the same services? It appears STC is currently profitable and TWLO is not. Do you think STC is misunderstood by the street?

Q: Hi 5i Team,
Lumentum reported preliminary 2Q result share dropped 11% yesterday.

Pls comment it’s future outlook and also your view of the Coherent acquisition announced today.
Should I continue to hold?
Thank you for your professional advice.

Q: Hi 5i, With $12,000 sitting in our TFSA account waiting to be invested this year, which would you say is a better investment today for a 3-5 year hold: Lightspeed or Nvidia?
Thanks

Q: I'm looking at tech companies for a long term hold. How would you rank these three: DND, DCBO and NVEI in terms of share price growth in a year or two? Thanks.

Q: SPT is ripping but there is no apparant news. Thoughts ? Thank you.

Q: Please rate goog, msft, fb and amzn.....in terms of upside/downside.
Which would be 1, 2, 3 and 4 on your list if you had to choose between these 4.
Thanks

Q: Wondering if 5i has any thoughts on this company. I noticed they signed a joint development agreement recently with "an industry leader" but I can't find any news on which chip maker. I'm assuming if this gives one chip maker an edge, others will have to sign on as well?

Q: There seems to be many etf / index for the nasdaq 100 in terms of different companies offerings, Canadian / us $ , hedged/ unhedged etc
1 if u were to pick one does it matter in terms of return/ mer if it’s purchased in $us or $ can and can u recommend which one in each currency mentioned
2. In addition to above would you recommend any other nasdaq etf such as qqqj or other or would this be a duplicate?
Thank you

Q: Please rank these CDN tech stocks for 1) growth and 2) value. Thank you.

Q: What do you think of BB now.? Further upside to go - $20.? Is it hold or sell? Just got back to the price that I paid a few years ago, many thanks

Q: What is your opinion of Pure Storage. $PSTG.

Q: Can you please comment on the stock, would you step in at current price?

Thank you,

Q: Lightspeed’s next quarterly report is the first week of February. If I was increasing my position for a long term hold do I: buy now; buy half now and half after quarterly report; or all later. I do not have an issue with volatility risk.
Clayton

Q: Any chance this would be a future Zoom and would you recommend a buy now and does it still own jitsi Thank you

Q: Enghouse is a good steady tech holding in my TFSA account that has done well over the years. Do you see it as a good future holding or are there more dynamic options, in Canada or US. I have Can$ and US$ TFSA accounts.
Thanks

Q: Good Morning,

Could I get a selection of your favorite small and mid-cap tech stocks that you'd want to start a position in today and build over time.

thanks!

Mark

Q: is topicus projected to be profitable in its first year? what percentage of shares will be owned by CSU? will topicus be debt free? on a percentage basis how will revenues be derived country by country? who will be the major competitors of topicus? thanks Richard

Q: ALGM Could you please provide an overview for this company.

Many thanks for your exception service.

Q: Any comments on the rather precipitous decline of SEDG today?

Q: I have depended upon NUANce's voice recognition software for twenty years. Good product & continuously improved with each iteration (now at Version 15). But as an investment it has been a dog -- bumping around the 10-20 USD range year after year. With no dividend to compensate. Until the pandemic. Since Mar 20 of this year the stock climbed from $14 and is now hitting $50, and still growing. One other point: their main software product, Dragon NaturallySpeaking (renamed Dragon Professional), was -- for nearly a decade -- priced at an MSRP of $150 USD. This month that price jumped instantly to $500 USD. Bam! My Question: Please offer your opinion about the prospects for this company as a worthy investment vehicle over the next few years. Thanks.