Investment Q&A

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.

Q: Happy New Year to all of you.
With EV sector is getting hot day by day. Instead of chasing a particular EV company to invest, does that make sense that chips are required to build EVs? If that is true, which chip company (or companies) products are more involved? such as ....

Thanks,

Lin

Q: I would like to use my $10,000 in my TSFA for a technology stock, either software, hardware. I am balanced in my account, so I would like a growth even speculative stock. It can be either Canadian or US

Q: Any reason for the declines recently or just profit taking?

How expensive is it on a forward basis and how dose it stack up to other growth stocks like LSPD, CRWD, NVDA, etc in terms of growth/price?

Q: I am looking to add 2 technology stocks to my TFSA account. They can either be Canadian or US stocks, either hardware or software, social media etc. I am buying them for growth, also I can take risks.
Thanks

Q: Hello 5I Team
I was reading on Seeking Alfa that Shopify and LSPD are share holders of Afrm.
Please confirm that i understood correctly and would that benefit Shopify and LSPD
business? Please comment on what are your thoughts .Thank you for you advice .
Regards
Claudio

Q: Hi 5i
Today Blackberry has had quite a surprising run up over 22%.
Can you supply any insight into what has happened to drive this. Would you continue to hold this stock or add based on any new information for 2 yr hold.
Thx
Jim

Q: Hi Peter & Team
I am considering buying either AMD, NTC Intel or TSC Taiwan Semiconductor.
Please explain which one you would choose and way.
I value your expertise.
Ron

Q: Hello,
I’m wondering if I could have your opinion on these companies and if any of them look interesting to you. Thanks!

Q: Hi 5i team, following a recent question on a drop of price without news, can we assume profit taking. If so, is it good time to add? thanks.

Q: Kxs has been drifting lower for the past few weeks. Comments?
Also, in response to today’s question from John asking you to rate TFSA stocks for a 5 year hold your answer didn’t include KXS as he requested. Could you revisit this response please.

Q: I'd like your opinion about DOCU. The stock peaked SEP 1, 2020 and since then the past 4 months+ have been lower -- repeatedly dipping below $200 USD in this volatile market. The previous four months (before SEP 1) resulted in a gain of 154% in stock price. My question: I'm up 63% on this stock. Should I sell and move on? Thing is, I like the product as a consumer, and have already been e-mailed several docs to sign using that app. Works great. Yet I wonder if it's going to become a pandemic orphan -- and might suffer the same fate that could beset ZOOM when this pandemic ends.

Q: Hello 5i team. LSPD is trading at a high TTM revenue multiple in the 60s whereas SQ is trading closer to 13x revenue. Can you please compare the two and talk through pros and cons for both. Why would you favour one over another if you do.

Q: What are your thoughts on Appian, Blackline, Datadog, and Zoom from a balance sheet, growth potential and management? Could you rank in terms of growth potential in the next 5-10+ years? Thanks.

Q: how do you feel about SIGNAL - US AND TELEGRAM after whats app's new rules - which one do you prefer for a longer term investor aeend why - where does telegram trade and the symbol? thanks for the info - Karen

Q: Thank you for the great service. I was wondering in the HOT space of EV's are there any standout companies either producing a vehicle you like as an investment or an infrastructure play for charging stations or battery production? I have listed some of the companies I have on a list but I own nothing in this space... Really wishing I had bought Tesla 10 years ago when first looking at it... As they say could of would of should Have. I try never to look back but sometimes it is tough LOL

Q: Hi, My respected 5i team
I bought these stocks back in March or April 2020 during the market correction, thanks for your recommendation!
Right now, the upward momentum of these high tech stocks are diminishing and their valuations seems high.
What is your opinion about the valuations here, are they over valued too much? I'm worried about the "tech bubble" happens again. Should I sell them now or under what condition you suggest that I should sell ?