Q: Would you consider this stock a buy now? If not at what level would you consider it a buy?
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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: Hi 5i, Any surprises on final price or size of offering? Looks like $19 usd. Would you add at today's discount to actual price? Thx.
Q: what are your thoughts on this company?
Q: Hi,
I like your your opinion on salesforces' earning? The earning itself look very decent, but why did it drop 5% today? And what do you think of its long-term outlook compare to others in its industry. is there a name you like better?
I like your your opinion on salesforces' earning? The earning itself look very decent, but why did it drop 5% today? And what do you think of its long-term outlook compare to others in its industry. is there a name you like better?
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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SentinelOne Inc. Class A (S)
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CrowdStrike Holdings Inc. (CRWD)
Q: SentinelOne continues to make me regret not putting all of my cybersecurity dollars into CRWD. It lowered guidance slightly last night and looks to be punished on an otherwise UP day to the tune of 12+ %. Can you comment on the quarter, the longer term and potential for a bounce back? Guidance was lowered but is the market overreacting? How does S typically bounce back from an earnings miss and would you expect a penalty box situation here or a fairly quick forgive and forget situation?
Q: Hello Team,
I'm interested in these two companies after going through most of the questions here, there seems to be a change in your preference. Why is D2L a more prefer investment NOW compare to DCBO. What has cause you to change your opinion on them. Thank You
I'm interested in these two companies after going through most of the questions here, there seems to be a change in your preference. Why is D2L a more prefer investment NOW compare to DCBO. What has cause you to change your opinion on them. Thank You
Q: Hi Team,
Would you consider Rddt a long term buying opportunity here with shares being more than cut in half this year? Does Rddt have the potential to be an early stage Meta perhaps? Is the business model similar to meta with mostly advertising revenue ?
Thanks ,
Shane
Would you consider Rddt a long term buying opportunity here with shares being more than cut in half this year? Does Rddt have the potential to be an early stage Meta perhaps? Is the business model similar to meta with mostly advertising revenue ?
Thanks ,
Shane
Q: No need to post if others have asked already.
Your comments on the Okta quarter? Is it a buy at $107? How did their forecast compare to expectations and do you see this as a company on the right trajectory? Finally, the market didn't like the quarter but was it an overreaction or a justified reaction to a material change in the future value of the company?
Your comments on the Okta quarter? Is it a buy at $107? How did their forecast compare to expectations and do you see this as a company on the right trajectory? Finally, the market didn't like the quarter but was it an overreaction or a justified reaction to a material change in the future value of the company?
Q: Hi Peter,
How would the tariffs, and dampening of corporate and consumers’ spending affects the revenue growth of V, SRAD and ASML? Both V and SRAD are near their 12 months high. What would be a good entry price for these 3 stocks? Thanks.
How would the tariffs, and dampening of corporate and consumers’ spending affects the revenue growth of V, SRAD and ASML? Both V and SRAD are near their 12 months high. What would be a good entry price for these 3 stocks? Thanks.
Q: Please comment on the timing and the reason for the shelf offering for NVIDIA. Ultimately how will this affect the share price going forward.
Thank you
Thank you
Q: They announced a big share offering but not the price, haven't seen that before?
Q: Since US listing GLXY is trending lower and it seems today May 28 is really getting crushed. Was it a case of buy the rumour sell the news? Has the bubble burst for it?
Q: I have had a nice run over the last 5 owning 5 of the mag 7 stocks. I have a small % of the portfolio dedicate to canadian teck. I am looking at Appel's potential headwinds with the current US administration position on trade and thinking of selling 1/2 my position and adding DSG as a replacement for a long term hold. does this make any sense to you guys?
Q: I am looking for tec in the smaller size high growth. which would you prefer qbts or ionq
Q: Dear Peter et al:
Thanks for your consistent endorsement for both these spin offs of the Mothership, CSU. I don't have CSU. But do have these two darlings which have paid for more than a few years' worth of 5i Subscriptions :)
If one were to add new money, which one would you choose? LMN or TOI. Or take a sensible middle of the road decision, divide the money into equal halves and put it in both? These are in my low risk bucket!
Thanks for your consistent endorsement for both these spin offs of the Mothership, CSU. I don't have CSU. But do have these two darlings which have paid for more than a few years' worth of 5i Subscriptions :)
If one were to add new money, which one would you choose? LMN or TOI. Or take a sensible middle of the road decision, divide the money into equal halves and put it in both? These are in my low risk bucket!
Q: What might be a good entry price for these? Thx
Q: What is happened at ATS it is up almost 16% this morning?
Thanks
David
Thanks
David
Q: SHOP seemed to catch a bid in anticipation of its addition to US indexes and then has drifted down, wondering what a decent entry point might be?
Q: ZOMD's share price has exploded upwards in the past month, aided considerably by blow out Q1 earnings late last week. Its market cap has also doubled to more than $100M so perhaps it's time for an analyst or two to sit up and take notice. Appreciate your views as always.
Q: hi,
does 5i have any thoughts on why one would sell all NVDA holdings on May 22 (or 23), 2025? could there be too much risk re earnings coming out soon, and possible poor forward guidance vis a vis tariffs? any other issues?
cheers, Chris
does 5i have any thoughts on why one would sell all NVDA holdings on May 22 (or 23), 2025? could there be too much risk re earnings coming out soon, and possible poor forward guidance vis a vis tariffs? any other issues?
cheers, Chris