Q: Comments please on the results released today. Thx
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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: What are your thoughts on these 2 companies. Thks again guys
Q: From CNCB: "LivePerson outfits companies with artificial intelligence-powered mobile and online messaging tools for customer service representatives, which intends to cut back on the notoriously long wait times consumers face in call center queues. The company......projects that traditional call centers will disappear within a decade."
Liveperson's revenue is essentially flat for five year, BUT, is ENGH's call centre business at risk of being massively disrupted by new technology like Liveperson?
Thanks.
Liveperson's revenue is essentially flat for five year, BUT, is ENGH's call centre business at risk of being massively disrupted by new technology like Liveperson?
Thanks.
Q: Hi 5i,
Can I get your thoughts on ADSK? It's one of the SaaS stocks that hasn't recovered yet. Is there still growth or is it being affected by C19?
TIA!
Can I get your thoughts on ADSK? It's one of the SaaS stocks that hasn't recovered yet. Is there still growth or is it being affected by C19?
TIA!
Q: Hi, FTNT had a huge increase recently. What was the reason? Is it a bit late to buy Fortinet? Do you recommend any other stock or an etf? Thanks.
Shyam
Shyam
Q: Hi 5i team,
There hasn’t been a question on TER since last year. I have held it in the past. It beat on EPS and revenues the last Q but gave wide guidance for the 2nd Q which is almost the same as pulling guidance. It is into testing and automation systems for industrial applications and 5G, as well as robotics which could potentially be a growth area. Your database classifies it as technology, where I really have plenty, but I view it more as industrial. Is it a decent investment for industrial or is there a better option?
Thanks for the insight.
Dave
There hasn’t been a question on TER since last year. I have held it in the past. It beat on EPS and revenues the last Q but gave wide guidance for the 2nd Q which is almost the same as pulling guidance. It is into testing and automation systems for industrial applications and 5G, as well as robotics which could potentially be a growth area. Your database classifies it as technology, where I really have plenty, but I view it more as industrial. Is it a decent investment for industrial or is there a better option?
Thanks for the insight.
Dave
Q: What did you think of its earnings report? Do you still like it moving forward for a long term hold?
Q: Is this stock still a buy? I am looking for growth and not sure if it will continue as it has been..
John
John
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $132.87)
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Descartes Systems Group Inc. (The) (DSG $138.15)
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Kinaxis Inc. (KXS $192.06)
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Open Text Corporation (OTEX $44.95)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.78)
Q: I have a full position in kxs partial position in otex and a small position in lspd. I am looking to add more tech to my tfsa and considering either gib.a or dsg. Which would you recommend and is there much overlap between what I already have and dsg and gib.a? Thank you.
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Constellation Software Inc. (CSU $4,501.78)
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Kinaxis Inc. (KXS $192.06)
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Open Text Corporation (OTEX $44.95)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.38)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.78)
Q: Hi,
What are the top 3-5 Canadian tech companies that you think still undervalued, have potential to recover their heights and to grow beyond that?
What are the top 3-5 Canadian tech companies that you think still undervalued, have potential to recover their heights and to grow beyond that?
Q: What is your position on Kinaxsis going forward, perhaps for the next twelve months ?
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Alphabet Inc. (GOOG $210.13)
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Microsoft Corporation (MSFT $505.92)
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Lockheed Martin Corporation (LMT $447.63)
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Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA $124.53)
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Booz Allen Hamilton Holding Corporation (BAH $109.33)
Q: Which companies you think are leading in quantum computing technology.
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Sylogist Ltd. (SYZ $7.80)
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Photon Control Inc. (PHO $3.60)
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Descartes Systems Group Inc. (The) (DSG $138.15)
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Kinaxis Inc. (KXS $192.06)
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Open Text Corporation (OTEX $44.95)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.78)
Q: I currently own DSG,KXS,LSPD,OTEX,PHO,SYZ. I know you took out SYZ some time ago and can't find what you replaced this stock with? I know you still follow SYZ and just wondered if you feel that there is a better stock than SYZ or would you continue to hold this stock with the other stock mentioned?
Thanks
Thanks
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Descartes Systems Group Inc. (The) (DSG $138.15)
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Kinaxis Inc. (KXS $192.06)
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Atlassian Corporation (TEAM $169.43)
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DocuSign Inc. (DOCU $74.29)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.78)
Q: Hi 5i,
I currently have shares in LSPD and RESN and looking to add two more tech oriented names, and can be either US or CAN$. Do you have two growth companies you could suggest to start new positions at current share prices, with the intention for a 5 year min hold?
Thank you
Terry
I currently have shares in LSPD and RESN and looking to add two more tech oriented names, and can be either US or CAN$. Do you have two growth companies you could suggest to start new positions at current share prices, with the intention for a 5 year min hold?
Thank you
Terry
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Salesforce Inc. (CRM $247.37)
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Atlassian Corporation (TEAM $169.43)
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Twilio Inc. Class A (TWLO $105.07)
Q: These companies have been doing well lately. When I googled them, each of them all claimed are a cloud communications platform as a service company. I couldn't figure out any differences between them if there are. Could you please help me to understand them? If I pick one to invest, from growth potential perspective, which one you would suggest? From risk/reward perspective, which one do you pick?
Many thinks as always
Many thinks as always
Q: How Real is Real Matters? Besides over exuberance, as an investor, how does one protect oneself from falling into a trap of one's own making?
On the other side a mountain of people have been saying until very recently that Shop was too good to be true.
On the other side a mountain of people have been saying until very recently that Shop was too good to be true.
Q: SHOP dipped today on the issue news - would this be a good time to buy, or could it dip again - perhaps more deeply considering the issue price - next week when the issue closes? Thanks,
Kim
Kim
Q: Correct me if I am wrong, the above mentioned names operate in the same space. If so, which one would you suggest I add to my portfolio at this time. Or would you suggest positions in more than one.
Regards
Regards
Q: Hello Peter,
While SQ holds the promise when the retailers open, it does not really matter for PYPL. Which one would you suggest.
In your presentation at the MoneyShow yesterday you mentioned DXCOM in the healthcare sector with an increasing demand, company raising guidance and now being included in the index.
If I were to take a position in it, I will not be able to have positions in both SQ and PYPL. Which of these two would you suggest I let go.
Or would you suggest I hold them both and take a pass at DXCM instead.
As always, your opinion is appreciated.
Regards.
While SQ holds the promise when the retailers open, it does not really matter for PYPL. Which one would you suggest.
In your presentation at the MoneyShow yesterday you mentioned DXCOM in the healthcare sector with an increasing demand, company raising guidance and now being included in the index.
If I were to take a position in it, I will not be able to have positions in both SQ and PYPL. Which of these two would you suggest I let go.
Or would you suggest I hold them both and take a pass at DXCM instead.
As always, your opinion is appreciated.
Regards.
Q: Hello
I would like to have your outlook on both companies.
Which one do you see as a buy in the current COVID situation with more companies favoring working employees from home .
Can you also comment on the companies earnings and debt.
Thank you
I would like to have your outlook on both companies.
Which one do you see as a buy in the current COVID situation with more companies favoring working employees from home .
Can you also comment on the companies earnings and debt.
Thank you