Q: Peter , your thoughts on blackberry after the news came out that they are partners with MetaMinds now.
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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 5i,
Could I have your thoughts on Tyler Technologies?
Thanks
Dave
Could I have your thoughts on Tyler Technologies?
Thanks
Dave
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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Zscaler Inc. (ZS)
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Rapid7 Inc. (RPD)
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CrowdStrike Holdings Inc. (CRWD)
Q: Hello 5i,
Could you please rank these cyber security companies for growth and moderate risk.
Also what would your favorite name in the space be if not listed.
Thank you so much for all you do!!
Dave
Could you please rank these cyber security companies for growth and moderate risk.
Also what would your favorite name in the space be if not listed.
Thank you so much for all you do!!
Dave
Q: Do you still like this name long term? Ia it a hold or maybe sell? Thanks
Q: Good afternoon,
I would like your take (pros and cons) on the following please. I have owned Sylogist for some time, am comfortable with SYZ and familiar with it's trading pattern. The position is in my TFSA and after trimming at the top is still at these levels up approx 50% on the balance.
I am thinking of moving it into my cash account and with the current yield treating it like an income stock with some growth potential. I would also top it up SYZ to a 2.5% position.
I would then replace the value in my TFSA when making my 2020 contribution with the intent of purchasing a more “hopefully” growthy”stock.
I hope this is not too much like asking for personal advice.
Thank you for your input.
Brian
I would like your take (pros and cons) on the following please. I have owned Sylogist for some time, am comfortable with SYZ and familiar with it's trading pattern. The position is in my TFSA and after trimming at the top is still at these levels up approx 50% on the balance.
I am thinking of moving it into my cash account and with the current yield treating it like an income stock with some growth potential. I would also top it up SYZ to a 2.5% position.
I would then replace the value in my TFSA when making my 2020 contribution with the intent of purchasing a more “hopefully” growthy”stock.
I hope this is not too much like asking for personal advice.
Thank you for your input.
Brian
Q: STC has sold off quite a bit the last few days. Any reason why?
Q: Hi 5i,
I notice that AYX is down about 10% today. NASDAQ is up slightly and some tech stocks are a bit soft, but nothing like AYX. I can not find any news or downgrades. I am just managing my risk exposure as always. Any insight on this?
Thanks
Dave
I notice that AYX is down about 10% today. NASDAQ is up slightly and some tech stocks are a bit soft, but nothing like AYX. I can not find any news or downgrades. I am just managing my risk exposure as always. Any insight on this?
Thanks
Dave
Q: Hello 5I gang
what are your thoughts on wifi. Very very small, is there anyone else in this space you would look at? Love the technology as we have been hearing about this problem for years. Are they the real thing and should we step in for a long term hold.
thank you for your great service
ken and cindy
what are your thoughts on wifi. Very very small, is there anyone else in this space you would look at? Love the technology as we have been hearing about this problem for years. Are they the real thing and should we step in for a long term hold.
thank you for your great service
ken and cindy
Q: Good morning,
I know this is outside your area of expertise but any comments on Elastic's most recent quarter would be appreciated.
Thanks
I know this is outside your area of expertise but any comments on Elastic's most recent quarter would be appreciated.
Thanks
Q: Understanding that nothing is ever a sure thing given that risk exists, at what price does CSU become too compelling to not buy if you don't currently have a position. It seems to have broken it's upward trend line which concerns me and I'm wondering if you can confirm that technical assumption and then give an opinion on whether or not to disregard and buy anyway.
Thanks!
Thanks!
Q: Can you provide your opinion on QLYS? Would it be a decent long-term buy? Thanks for the great service.
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Intuit Inc. (INTU)
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Atlassian Corporation (TEAM)
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Veeva Systems Inc. Class A (VEEV)
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Anaplan Inc. (PLAN)
Q: I hold small positions of each in my US RSP account and all have been down and show no obvious signs of a recovery. Should I sell and switch to alternate stocks.
Thank you
Thank you
Q: whats expected from engh on Dec 12 ? Thx
Q: Hi Guys, out of the following 3 companies how would you rate them going out short term to medium term. Thanks Anthony
Q: hello 5i:
would you describe CRM as "best in class" in their sector? If not, who is? Part II of this: who is most attractive, in this sector, based on valuation/growth?
thanks
Paul L
would you describe CRM as "best in class" in their sector? If not, who is? Part II of this: who is most attractive, in this sector, based on valuation/growth?
thanks
Paul L
Q: I bought shopify around 305 usd and it has gone up 25% now. So do you think it will continue to rise up to the new year or has it already reached its highest point.
Thanks
Thanks
Q: Hello Peter and Team,
Cloudera just had another earnings beat quarter. Do you think that this may be a good buying opportunity, now that the buyout of Hortonworks appears to be integrated and the chart is starting to move in the right direction? Relative to other cloud companies, doesn't it seem inexpensive?
Thanks.
Brad
Cloudera just had another earnings beat quarter. Do you think that this may be a good buying opportunity, now that the buyout of Hortonworks appears to be integrated and the chart is starting to move in the right direction? Relative to other cloud companies, doesn't it seem inexpensive?
Thanks.
Brad
Q: Hi 5i team,
Can you please comment on Tecsys recent quarter? It seems to be a good quarter ...but is it just a one of?
Their transition to a SaaS model looks to be paying off and results may be more consistent going forward wrt revenues and profit.
Reviewing some of the prior Q&A, you had been luke warm on this company based on missing quarterly expectations and slower growth vs other similar tech companies.
Looking at their Key Ratios (provided on your your site), they appear uninspiring. However I note a huge jump in Consensus EPS Estimates between FY20 and FY21...like sixfold, ie .06 to .36 cents. All based on 4 analysts with a strong buy - moderate buy tilt. Is the analysts expectation a little to rosy?
Based on their (positive) quarterly results, could one dip their toes into this now and start a half position? I also note they just increased their dividend as per the quarterly results. It has provided a very good return over 1, 3 and 5 years...but so have DSG and KXS (which I already own).
Cheers,
Steve
Can you please comment on Tecsys recent quarter? It seems to be a good quarter ...but is it just a one of?
Their transition to a SaaS model looks to be paying off and results may be more consistent going forward wrt revenues and profit.
Reviewing some of the prior Q&A, you had been luke warm on this company based on missing quarterly expectations and slower growth vs other similar tech companies.
Looking at their Key Ratios (provided on your your site), they appear uninspiring. However I note a huge jump in Consensus EPS Estimates between FY20 and FY21...like sixfold, ie .06 to .36 cents. All based on 4 analysts with a strong buy - moderate buy tilt. Is the analysts expectation a little to rosy?
Based on their (positive) quarterly results, could one dip their toes into this now and start a half position? I also note they just increased their dividend as per the quarterly results. It has provided a very good return over 1, 3 and 5 years...but so have DSG and KXS (which I already own).
Cheers,
Steve
Q: Hello, I saw on BNN an interesting interview with Coveo's CEO. Here is the link: https://www.bnnbloomberg.ca/video/i-hope-coveo-becomes-a-shopify-coveo-ceo~1823324
Question: My understanding is that the CEO doesn't feel the need to go public right now because they already have plenty of financing from private investors. He says that Coveo has the potential to be the next Shopify. This is quite significant. By the way the president of LSPD sits on the board of Coveo. Based on your experience, do you think Coveo could become public within the next year? What do you think of this company? Thanks, Gervais
Question: My understanding is that the CEO doesn't feel the need to go public right now because they already have plenty of financing from private investors. He says that Coveo has the potential to be the next Shopify. This is quite significant. By the way the president of LSPD sits on the board of Coveo. Based on your experience, do you think Coveo could become public within the next year? What do you think of this company? Thanks, Gervais
Q: Hello, at the actual price of 2,20$, what is your opinion of this company ?