Q: Can you provide a current outlook for Sylogist?
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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.
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CrowdStrike Holdings Inc. (CRWD $418.83)
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Cellebrite DI Ltd. (CLBT $15.83)
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Nebius Group N.V. (NBIS $70.02)
Q: Hi 5i Team - For Cellebrite, Nebius and Crowdstrike could you comment on what portion of each company is based on AI. Could you also comment on whether their AI involvement is semi-conductor, software or service/support related. Thirdly what is the ability of each to withstand an extended market downturn if this present sell-off continues and would you be a buyer at these levels. Thank you.
Q: Could I please get an update on the potential for Autodesk? I have held it for years as a cornerstone in my portfolio, but the stock price has essentially done nothing. The company has transitioned to a cloud-based subscription business and changed some billing practices. It is now changing its third-party transaction model and doing a restructuring. I think the SEC investigation is still ongoing (and a lawsuit) and am not sure how big this could be. It sounds like Trump has paused the big US infrastructure bill but still plans to spend lots on construction and infrastructure. Could this be the year Autodesk finally takes off?
Q: Hi Peter, I just started a position in Enghouse. I thought it looked oversold and attractive on free cash flow per share and it’s 4% yield. Also they are beginning to become more acquisitive. Can I get your thoughts on the latest qtr and do you think it is attractive at these levels.
Q: I was reading your last comments on Lumine, and you said organic growth may improve as the company makes more acquisitions. Which makes sense. But when does the contribution from an acquisition start to be included in organic growth numbers? After a year of owing it? Thanks.
Q: Your thoughts please on the quarters?
Thx
Thx
Q: Peter, one month ago you sill liked it. After another decrease of 40% since, how do you see it? Thks
Q: Surprised a question about the earnings report on Friday has not been asked .
So, what is your take on the report.
*** if asked already and not yet answered disregard this question, no need for repeating
So, what is your take on the report.
*** if asked already and not yet answered disregard this question, no need for repeating
Q: How comfortable would you be to add to DSG in light of the recent earnings and pull back.
Q: MDA is up about 15% today so they must have reported good numbers today. I have a 2% weighting now breaking even. I’m thinking of buying more to increase my weighting up to 3%. Am I crazy?
Jim
Jim
Q: Hi,
Your comments please and thank you on MDA’s earnings. Market is happy today (+15%).
Cheers, Michael
Your comments please and thank you on MDA’s earnings. Market is happy today (+15%).
Cheers, Michael
Q: Hello 5i. Celestica seems to be in a decline the past month. Why? Do you see a bottom forming? At what share price would you start buying? Thank You. Anthony
Q: What do you think about the -9% organic growth, increasing bank debt & interest costs, and one customer accounting for 11% of Revenue? How big a deal, on a scale of 1-10, do you think these issues are for Lumine? Thank you
Q: What is the current short on Celestica and has it been increasing?
Thx
Thx
Q: When do they release earnings ? TOI is done and CSU, I think is March 7.
Thank you
Thank you
Q: Kindly analyse DSG earnings results for us.
Thanks
Sheldon
Thanks
Sheldon
Q: Sales are a record, back orders are strong... is this company finally getting ready for better days. Wha do you see here?
Q: Any reason for the 7% drop in Crowdstrike today. Buy more, hold or sell?
Thanks Dave.
Thanks Dave.
Q: Every broker has issues, and Interactive Brokers has many. Given they also charge a commission and there are now multiple choices among Canadian Brokers for zero commission, including a bonus for transferring, I’ve finally moved my acct. Also the founder of Interactive Brokers is a very wealthy Trump supporter, so there's that as well.
Could I get your thoughts on DUOL’s earnings? As well as company potential? Is the current share price drop more market related?
Could I get your thoughts on DUOL’s earnings? As well as company potential? Is the current share price drop more market related?
Q: Is this a massive buying opportunity opportunity for CLS? Should we expect it to bounce back irregardless of tariffs?