Investment Q&A

Q: Can you give me your opinion on TTD earnings and outlook, that is, if you follow it closely enough to do so. Thank-you.

Q: i predicted shop would do a secondary and sold all my shop 2 days ago.
and i now predict kinaxis does a secondary any day now. i also sold all my kinaxis.
please comment
dave

Q: I would like to start a position in TEAM. What do you think of it’s current valuation? Wait for pullback?
Thanks

Q: I hold IBM for many years but it doesn't perform well, would you like the idea to trim IBM and purchase CGI in the current market. Thank you for your service.

Q: Hi, Do you have details of 1.85 mln secondary offering of Class A subordinate shares, like offering price, closing date etc. Thanks

Q: Comments please on the latest earnings of Constellation and Roku.
Thank you

Q: Thoughts on the quarter please. Thx

Q: Hi Peter and 5i:
Thanks you for all your sage advice during the C19 situation. The question and answer part of your website is invaluable. Also thanks for the special reports you've issued.
I have almost a full position in KXS with the gains from the past year. It is in my TFSA. I'm starting to build a position in DSG with my TFSA yearly contributions. With the run up of KXS would you trim a bit and put the proceeds to DSG. Or just let it run? I know you still like it a ton.

Q: Your thoughts on KXS earnings. Top line beat but earnings were less than expected. Which one wins out and how should this affect valuation?

Q: Hi Peter & 5i, Hope you are keeping safe. Is there any overlap with ZSP & ZUQ, is it okay to have both in a portfolio. Also what do you think of OGIG in a portfolio for the Tech sector. It has 65% in the USA, 20% in Hong Kong. Thanks for the great work.
Ivan

Q: What are your thoughts on CTS, in the wake of recent events? Thanks

Q: Morning guys:
Please comment on recent quarter.
Thx
Mark

Q: Could you please give your opinion of this company and whether or not you feel it would be a good growth buy at this price.
Many thanks as always

Q: Hi Guys,
The after market doesn't like the 1Q numbers for AYX. What are your thoughts? I have a full position. Would you recommend hold or sell some or all?
Thanks,
Dennis

Q: Hi Team,

I was wondering when this fund rebalances and what the maximum weight is for a single holding. I hold the fund because I do like having some exposure to Shopify but more so because I think some of the smaller holdings have great long term growth potential. Your thoughts?

Thanks

Q: Hello 5i
Could I have your analysis of Bill.com please?
In January you said you needed to see execution to justify the lofty valuation. They reported Feb 6.
Thanks
Dave

Q: Please provide your assessment of the Company's recent results and your view of their future prospects. I have a small position...time to sell hold or add? Thank you for your excellent service.

Q: Is CGI a buy here?

Q: Unfortunately I bought shares in AYX in February, near its all time high and have experienced a significant loss. It is off its deepest low since March but even with a 5% increase today it is presently still below its best recovery since then. What is your view on its prospects for when the economy solidifies to a recovery - is theirs the sort of product line that will attract good business? Is there reasonable prospect for upside? I see an answer to a question today referred to it having high risk; is there more down side than upside? If you were me, would you move on? And if so, what would be something with more potential and less risk (I know, those sometimes are seen to be mutually exclusive, but perhaps there is something)? Thanks for your excellent service.

Q: Tom