Q: Nice to see DCBO is listing in the US. Are there other publicly traded companies in the US in the same space? Trying to get a sense of any valuation gaps between those companies and DCBO? LSPD was well received in the US so hoping DCBO catches a similar welcome.
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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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Microsoft Corporation (MSFT $504.26)
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Salesforce Inc. (CRM $247.87)
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Slack Technologies Inc. Class A (WORK $45.20)
Q: Hi 5i team,
The market is not very impressed with either CRM’s guidance and/or purchase of WORK. This pits CRM directly against MSFT in the work collaboration space. Is this a wise move by CRM? Is this a good entry point for CRM or is MSFT the better long-term bet?
Thanks again for the insight.
Dave
The market is not very impressed with either CRM’s guidance and/or purchase of WORK. This pits CRM directly against MSFT in the work collaboration space. Is this a wise move by CRM? Is this a good entry point for CRM or is MSFT the better long-term bet?
Thanks again for the insight.
Dave
Q: Hi, any comment on their decline to $21.60 today. I'm wondering if I should hold. Morgan Stanley down graded them to $15 today citing - "With Palantir up 155% since listing with very little change in the fundamental story, the risk/reward paradigm shifts decidedly negative for the shares". Any guidance appreciated. Thanks
Q: At what % would you start to trim LSPD in your growth portfolio? On your last report it was 3.97%
Thanks
Thanks
Q: After being shorted from nosebleed levels by at least a couple of firms, the stock has come down substantially. Realizing that it may fall some more, in your opinion what would be a reasonable entry level. Thanks.
Q: Hi, I have enough fund to buy one of the two. Which one would you add today based on long term growth potential. This will be purchased in TFSA account. Thanks.
Q: Docebo has launched a public offering the US with intention to list on the NASDQ. What is your opinion of this move???
Thank you
Steve
Thank you
Steve
Q: Reading your answer/comments on their latest quarter where you say, "we see no real concerns from the quarter"; by using the word "real" this statement implies to me that there are some concerns as opposed to saying; "we see no concerns..." . If that is the case that there are some minor concerns, what might they be? Thank You
Q: Titan is trading extremely high volumes without any available information other the Q3 report. Could this be trading by personnel with insider information. What is your opinion. Is there any information that your team might have on Titan regarding this possible large increase in share price.
Regards John
Regards John
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The Trade Desk Inc. (TTD $52.37)
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CrowdStrike Holdings Inc. (CRWD $418.83)
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Unity Software Inc. (U $39.83)
Q: Room in my TFSA for only one of the above-noted stocks. Please rank in order of preference and offer a brief explanation as to the ranking. Thank you.
Q: Hello. I have held this for some time with almost a double. Is it time to check out? Thank you
Q: Your comments and opinion please on the latest Q from VEEVA
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Palo Alto Networks Inc. (PANW $184.55)
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Rapid7 Inc. (RPD $20.17)
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CrowdStrike Holdings Inc. (CRWD $418.83)
Q: Can you give me your recommendations for 2 or 3 cyber security companies for a long term investment.
Thanks
Randy
Thanks
Randy
Q: Hi 5iR,
Can you provide your assessment on the future of this new IPO. Was initiated on 27th with 45% surge on 1st day.
Can you provide your assessment on the future of this new IPO. Was initiated on 27th with 45% surge on 1st day.
Q: I would appreciate your outlook for CHKP. I thought that the last qtr was decent with revenue, EPS, and earnings up somewhat. Nevertheless the share price seems stagnant since July. The P/E is quite low for this industry which suggests that the market is not expecting much growth. I was expecting that the "working from home" and "virtual learning" phenomena would be tailwinds. Since the company doesn't pay a dividend, if the price isn't going to grow, I should move on.
I look forward to your thoughts.
Thanks
Ian
I look forward to your thoughts.
Thanks
Ian
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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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Calian Group Ltd. (CGY $48.49)
Q: WHICH 2 WOULD YOU SUGGEST FOR A 5YR+ HOLD IN A TFSA, NO OTHER FACTORS JUST 2 BEST HOLDS.
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.79)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: Are these 2 companies familiar with each other. Will NVEI have any affect on LSPD. Looks like it just public on middle of september at a very high price of over $41.00 per share and it seems like it is still climbing. Would you have any thoughts on this company i know it is to new and risky, if i can just have your thoughts on it please.
Q: I am curious to hear your thoughts about NNOX?
Q: I have held on to BB for a few years. What will it take to get this stock to move significantly? Maybe time for a tax loss sale?
Q: Could you comment on the short position by Citron? Would you buy more, sell or hold if one has already invested in PLTR shares, assuming the money is not needed any time soon?