Q: Of 6 Wall St. analysts following Palantir 3 have a rare "Sell" on it with 2 Holds average sell PT ~ $17. I know the 5i take on price targets yet last Nov. Peter H. said this stock, then at 17 could be 25 one year out, yet here we are at $36. There's been good news flow on this lately but how much upside could there possibly be and why are these pessimistic analysts down on it?
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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: Thoughts on this one please. Mdf commerce
Q: I have difficulty to understand the purpose of the spin off. Both companies are chasing for the same type of companies to continue their growth. How are they going to proceed when there is a target ? They will probably have 2 acquisitions teams working in tandem ? Which companies are going in the CSU portfolio and then in the topicus portfolio ... Thanks
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Descartes Systems Group Inc. (The) (DSG $137.61)
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Enghouse Systems Limited (ENGH $22.61)
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Open Text Corporation (OTEX $44.70)
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TECSYS Inc. (TCS $37.00)
Q: Your thoughts on one of these 4 companies for a long term hold over 5 years. Tecsys showed the highest 5 years return among the 4. Do you think that it still has a long way up?
Any other companies in similar fields that you would prefer over these 4 names.
Thank you!
Any other companies in similar fields that you would prefer over these 4 names.
Thank you!
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Photon Control Inc. (PHO $3.60)
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Welltower Inc. (WELL $164.90)
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Kinaxis Inc. (KXS $192.21)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
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Veeva Systems Inc. Class A (VEEV $285.18)
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The Trade Desk Inc. (TTD $52.37)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.79)
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Palantir Technologies Inc. (PLTR $157.17)
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Unity Software Inc. (U $39.83)
Q: According to the portfolio analyzer, I need to reduce my tech. These are the companies I own (I'm not entirely sure WELL belongs on this list). Where should I start with reducing? Probably 2-3 names, or a partial disposition of a few. I'm up on all. Thanks!
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NVIDIA Corporation (NVDA $179.81)
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Kinaxis Inc. (KXS $192.21)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
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Atlassian Corporation (TEAM $168.67)
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The Trade Desk Inc. (TTD $52.37)
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DocuSign Inc. (DOCU $73.94)
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Avalara Inc. (AVLR)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.79)
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CrowdStrike Holdings Inc. (CRWD $418.83)
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Palantir Technologies Inc. (PLTR $157.17)
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Mitek Systems Inc. (MITK $10.01)
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Topicus.com Inc. (TOI $176.83)
Q: Could you please rank the above tech stocks in order of preference please. And thanks for the great service.
Q: Down 15% on Unity and wondering if I should hold the course. Please explain why the stock has dipped and comment on both drivers and timeframes around future success. If I chose to bail on U, what two potentially high-growth stocks (any sector) would you suggest as replacements? Thank you.
Q: Wondering your current thoughts about Fastly . I thought it was a good theme last March when you recommended it. Then it got caught up in the market hype ...... Seems a bit less in focus now .
Many Thanks for what you do !
Greg
Many Thanks for what you do !
Greg
Q: Hi 5i
I see that Nvei has done a pre-release of earnings, which you have already commented on as being very good
Is there some indication when they plan the actual earnings release?
Given the recent share price run up what would your expectations be for share price after the actual earnings? A further run up or not?
Thx
Jim
I see that Nvei has done a pre-release of earnings, which you have already commented on as being very good
Is there some indication when they plan the actual earnings release?
Given the recent share price run up what would your expectations be for share price after the actual earnings? A further run up or not?
Thx
Jim
Q: hello 5i:
TOI at $60 vs Unity at $120: which do you like better?
thanks
Paul L
TOI at $60 vs Unity at $120: which do you like better?
thanks
Paul L
Q: Which of Constellation Software vs Topicus do you see having larger share price appreciation in the next 5 years?
Q: Hello
Cree seems to be undergoing a significant shift with the disposal of their LED division and the ramping up of their silicon carbide semi conductor business side. They appear to be positioning themselves for future growth related to vehicle electrification as well as future 5G rollout. I would appreciate any insights you might have as to their abilities to see this through and how it might bode for the company's future growth.
Thank you
Cree seems to be undergoing a significant shift with the disposal of their LED division and the ramping up of their silicon carbide semi conductor business side. They appear to be positioning themselves for future growth related to vehicle electrification as well as future 5G rollout. I would appreciate any insights you might have as to their abilities to see this through and how it might bode for the company's future growth.
Thank you
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Kinaxis Inc. (KXS $192.21)
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Atlassian Corporation (TEAM $168.67)
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Real Matters Inc. (REAL $6.15)
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DocuSign Inc. (DOCU $73.94)
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Fastly Inc. Class A (FSLY $7.25)
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CrowdStrike Holdings Inc. (CRWD $418.83)
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Palantir Technologies Inc. (PLTR $157.17)
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Unity Software Inc. (U $39.83)
Q: Hi - I recently subscribed to Portfolio Analytics and I was looking at the suggested sector allocations of which I am out of whack. So I need to scale back in Technology - out of the above holdings, could you pls let me know which you would considering selling first? Or if they are all good for the long term (I have 10+ years), I could look at reducing position sizes.
Q: Peter; Now I know why LSPD has been weak lately- comments on the issue? Rod
Q: Can I have your thoughts on CRNC results
Q: Good afternoon, in response to an earlier question I believe 5i indicated now would be a good entry point but to wait before adding to an exiting position. Not sure what the difference would be, can you explain further? Also, at what price would you consider this company a good entry point? Thank you.
Q: Concerning PINS and TTDB..... Both of these are high in your recommendations lately. For growth over the next two years, which would you prefer? Thanks. 5i is by far the best investment I’ve ever made. Dennis
Q: Since the January 26th guidance put out by BBTV the stock's price has fizzed a bit. What is your take on the guidance?
Q: Several Canadian tech firms are intending to IPO this year including a couple from the 5i backyard in Waterloo, hoping to replicate the success of Dye and Durham and Shopify. Names such as Auvik Networks and Magnet Forensics have been mentioned in a G&M article with other names such as Thinkific and Vendasta. Do you have any insight into which might be the most interesting of these or any others?
Q: Could you please comment on their results, outlook and balance sheet.
It has grown to 6 % of my portfolio. Should I trim it or let it run.
Thanks,
Milan
It has grown to 6 % of my portfolio. Should I trim it or let it run.
Thanks,
Milan