Q: What’s your thoughts on this small company.
It’s got good momentum is it a buy?
Thank you
It’s got good momentum is it a buy?
Thank you
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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: Would you "buy the dip" on DSG right now, or wait out what appears to be a pending fraud investigation?
Q: I have virtually no position in DSG. IS the current drop consists of an opportunity to start building one? Or wait to see where the price stabilises? What would be a good entry point level?
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Alphabet Inc. (GOOG)
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Intuitive Surgical Inc. (ISRG)
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SentinelOne Inc. Class A (S)
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Smith & Nephew SNATS Inc. (SNN)
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CrowdStrike Holdings Inc. (CRWD)
Q: I have a couple holdings that are giving me question for keeping.
I have a cost base of 20 on Sentinel and altho there was some positive stock movement a few months back the stock is currently showing little sign of moving higher. I know they are in Cyber Security. Is it worth holding and where would you suggest the funds could be better deployed if its a Sell?
In the case of SNN my cost is 24 but based on the longer term chart i'm not certain there is alot of confidence in the management when comparing to better performing Medical Device companies like Stryker. Would this be a Sell and redeployment of Cash into Intuitive Surgical?
I have a cost base of 20 on Sentinel and altho there was some positive stock movement a few months back the stock is currently showing little sign of moving higher. I know they are in Cyber Security. Is it worth holding and where would you suggest the funds could be better deployed if its a Sell?
In the case of SNN my cost is 24 but based on the longer term chart i'm not certain there is alot of confidence in the management when comparing to better performing Medical Device companies like Stryker. Would this be a Sell and redeployment of Cash into Intuitive Surgical?
Q: Please comment on earning. Thanks a million.
Q: Dear 5i team.
May I please have your updated analysis on TOST. Last Q was Jan/24.
Appreciate your help.
May I please have your updated analysis on TOST. Last Q was Jan/24.
Appreciate your help.
Q: Seems a bit weak lately. I wish to buy in. What are your thoughts on weakness and a reasonable price to pay. P.S. I want it for the dividend safety and growth.
Thanks, Stephen S
Thanks, Stephen S
Q: Thoughts on the RBRK quarter. Would you be adding now or is it getting too expensive? When do they expect to be profitable?
Q: Good morning, I recently had someone ask me about Quantum computing. They are interested in this stock as a short speculative play. The stock recently traded under a dollar and is relatively small. What do you think of the stock and is there any others in the space that are more desirable?
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Celestica Inc. (CLS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Amazon.com CDR (CAD Hedged) (AMZN)
Q: In a TFSA I have a small position in Celestica (0.75% of my overall portfolio), a “smallish” position in Shopify (1.5%), and a more sizeable position in Amazon (4.5%). I am trying to decide whether to free up some funds by selling some Amazon, to add to Celestica and Shopify (perhaps 2% each), whether to just let things ride, or perhaps sell Celestica and add to Shopify. The portfolio is fairly well diversified and the objective is growth. If you were me, what would you do? Many thanks for your excellent service.
Q: Anything moving this on big volume? Thx
Q: What do you make of the recent acquisition? As usual - there are little details released.
Q: May I have your opinion on : ALT5 Sigma Corporation Common Stock (ALTS), is there grow potential ?
thanks
thanks
Q: Rather large drop in TOI today. Any idea why?
Sheldon
Sheldon
Q: I recently sold AMD to harvest a tax loss with the intention of repurchasing it after 30 days, however I am not rethinking the strategy and buy NVDA instead as it seems to have stronger prospects. In effect, which of these two companies do you think is a better investment today?
Thank you
Frank
Thank you
Frank
Q: I purchased my initial position at $42 just prior to the Deepseek (of course!) news and have held on since. I am wondering about adding due to your recent commentary re:good balance sheet, new analyst coverage, positive momentum, very cheap valuation vs peers and strong business model. I know you don’t support ‘back up the truck’ emotional statements but I’m wondering if this might be another 5i example of getting into a potential multi-bagger in the early stages. Could you please comment on NBIS’ potential 3-5 years down the road. Thanks so much for your expertise!
Q: hi folks
both enghouse and descarte have taken a bit of a hit on results
both still solid companies; which would you prefer for the next 3+ years
or neither?
no current position in either currently
thx as always
both enghouse and descarte have taken a bit of a hit on results
both still solid companies; which would you prefer for the next 3+ years
or neither?
no current position in either currently
thx as always
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Enghouse Systems Limited (ENGH)
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Kinaxis Inc. (KXS)
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Thomson Reuters Corporation (TRI)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: Hi Peter, the results for ENGH look a bit soft. Can you provide your opinion on the results and if you think it would be a value buy now with the dividend. Thanks
Q: Up 550 percent on my position. Have already trimmed once.
'Analyst' outlooks vary from a 75 percent drop to 'the ride up is just beginning'.
What is your best assessment of this stock? What would you do?
I have major fomo. Maybe a partial trailing stop loss? Thanks
'Analyst' outlooks vary from a 75 percent drop to 'the ride up is just beginning'.
What is your best assessment of this stock? What would you do?
I have major fomo. Maybe a partial trailing stop loss? Thanks
Q: Can you please comment on Cerence's financial performance - balance sheet and income statement - as well as their future prospects given the heightened focus on AI and autonomous driving that may be getting a boost from the loosened regulatory demands south of the border. A buy?