Q: Would CSU's spin out of Topicus be a potential addition to any of your model portfolios?
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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: Hello,
Do you know the length of time for the "lock-up" period for the insiders owning this stock? Is it worthwile to watch for this dip as an entry point, or is it not that significant. Thx.
Do you know the length of time for the "lock-up" period for the insiders owning this stock? Is it worthwile to watch for this dip as an entry point, or is it not that significant. Thx.
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Apple Inc. (AAPL)
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Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Netflix Inc. (NFLX)
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Salesforce Inc. (CRM)
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Constellation Software Inc. (CSU)
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Kinaxis Inc. (KXS)
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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Real Matters Inc. (REAL)
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Roku Inc. (ROKU)
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DocuSign Inc. (DOCU)
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Alteryx Inc. Class A (AYX)
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Invesco NASDAQ 100 Index ETF (QQC.F)
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Fastly Inc. Class A (FSLY)
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CrowdStrike Holdings Inc. (CRWD)
Q: I have essentially equal holdings in these mega caps and other US and Canadian techs listed. For a new additional tech investment, any thoughts on the best addition? Would you recommend more to an index?
I'm trying not too add too many new names.
Thanks in advance.
Thanks,
I'm trying not too add too many new names.
Thanks in advance.
Thanks,
Q: What do you think about competition Roku will face from Amazon in particular given especially Amazon's new firestick reveal today? I've done well in Roku (thanks to 5i) and would like to hold it but am worried about the company getting it's lunch eaten by Amazon. I'm interested in hearing your views on this point - the competition from Amazon. Thank you,
Jason
Jason
Q: Latest results
Q: Hi Folks,
I am down 22% since I bought CSCO in June. What's going on - should I sell this or is there still hope ? Might replace it with QCOM or can you suggest others ?
Thanks again for a great service.
I am down 22% since I bought CSCO in June. What's going on - should I sell this or is there still hope ? Might replace it with QCOM or can you suggest others ?
Thanks again for a great service.
Q: Could you provide any info on the sale of shares. In your view, is this good or unusual and what does it say about the company going forward?
Q: I currently own Csu in my tfsa . Topicusseems to have a better growth rate and higher profit margins then Csu.
I am considering switching half of my shares of Csu into Topicus when those shares
are available.
Your opinion please
I am considering switching half of my shares of Csu into Topicus when those shares
are available.
Your opinion please
Q: I recently sold ET and wondered if buying SYZ would be a good replacement for a RRSP or is CSU a better replacement. I currently own KXS ,DSG,CGI.A,LSPD
Thanks
Thanks
Q: Hello 5i Team,
I'm considering selling my slumping AYX and replacing it with either JD for some China exposure, CRWD, or CRM. Just wondering if I can get your thoughts on this and a ranking for a five year hold. I would be selling AYX with a small gain, but I know it's not expected to do much in the short term and maybe prospects are better elsewhere? Thanks.
I'm considering selling my slumping AYX and replacing it with either JD for some China exposure, CRWD, or CRM. Just wondering if I can get your thoughts on this and a ranking for a five year hold. I would be selling AYX with a small gain, but I know it's not expected to do much in the short term and maybe prospects are better elsewhere? Thanks.
Q: New IPO your thoughts on this company, too early topurchase?
Q: Hi 5i Team - Could you provide an update on Mediagrif - its fundamentals, growth opportunities, insider holdings. I know you haven't thought very highly of the company in the past but have there been any changes in leadership or opportunities for the company that might make it more interesting now. Thanks.
Rob
Rob
Q: HI 5i,
New IPO for Unity Software, your thoughts? Too early to take a postion?
Thank you.
New IPO for Unity Software, your thoughts? Too early to take a postion?
Thank you.
Q: How big is the acquisition of zemimex media and bethesda soft works.
Q: Can you comment on the prospectus? Thanks
Q: would you have any comment on this company. Some one told me that it is part of parts for trucks and expects to have upside to mit in the very near future.
Q: First of all, thank you for all your great advice. It's appreciated.
I'm interested in ideas for some good stocks involved in "data protection," please. Basically cyber security I guess, but more specifically the protection of what the everyday individual does on the internet, social media, etc (ie: your personal data) from being collected and used by Facebook, Google, Apple, Amazon, etc, etc, etc.
If you have a differing opinion please feel free to express it, but my thought would be that what is done with our personal data and all the compounding issues that tie into this theme are a societal issue that will hopefully get a lot of attention in the coming years.. decades..
Thank you.
I'm interested in ideas for some good stocks involved in "data protection," please. Basically cyber security I guess, but more specifically the protection of what the everyday individual does on the internet, social media, etc (ie: your personal data) from being collected and used by Facebook, Google, Apple, Amazon, etc, etc, etc.
If you have a differing opinion please feel free to express it, but my thought would be that what is done with our personal data and all the compounding issues that tie into this theme are a societal issue that will hopefully get a lot of attention in the coming years.. decades..
Thank you.
Q: I see Fortinet is down since it last reported. Could you give me your outlook for this stock at this point? I own HACK and done very well but would like to hold a stock in the sector as well.
Q: For a 5 yr hold, what are your 3 favourite companies in this ETF ? I'd appreciate your thoughts about these 3 companies. Thanks.
Q: I own a considerable position in this ETF for exposure to Artificial Intelligence . It has done extremely well but seems to be levelling off . Obviously at 3x index , holding it becomes a crap shoot. UBOT may be too risky . Does it make sense to stay in the sector , or what might you recommend ?