Q: What might be a good entry price for these? 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 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
Q: General question about Microsoft. Historical data looks great, at least for the past number of years (when one looks at FCF, EPS, Share buybacks, Revenue growth, ROE, Debt - all appears to be great). Looking forward, what are your thoughts re investing in this company for the long term? My main concern is with valuation. It is trading at the high end of its average high P/E of the last number of years. What do you think are the plus, minuses and risk.
And as a secondary question, do you think there are better FAANG stocks, than MS (if yes, with a possible one sentence explanation)?
Thank You!
And as a secondary question, do you think there are better FAANG stocks, than MS (if yes, with a possible one sentence explanation)?
Thank You!
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Broadcom Inc. (AVGO)
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NVIDIA Corporation (NVDA)
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Arista Networks Inc. (ANET)
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CrowdStrike Holdings Inc. (CRWD)
Q: How compelling of a buy is this one ? I read your most recent response to a reader after their drop on earnings? Would you buy here given the drop? If other large cap tech is more attractive (mag 7 already owned) please offer some names that you would rank above ANET. Thank you
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Broadcom Inc. (AVGO)
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Broadcom Corp. (BRCM)
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Microsoft Corporation (MSFT)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
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Dell Technologies Inc. Class C (DELL)
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CrowdStrike Holdings Inc. (CRWD)
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Nvidia CDR (CAD Hedged) (NVDA)
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Advanced Micro Devices CDR (CAD Hedged) (AMD)
Q: Pick and shovel companies in the AI space.
Could you rank the above you think are the most attractive growth prospects with least risk?
Thanks
Jeff
Could you rank the above you think are the most attractive growth prospects with least risk?
Thanks
Jeff
Q: With higher sales, but not better net income, do you think Lightspeed is a buy now?
Q: I know you don’t typically recommend IPOs but would like your thoughts on this. How is the valuation vs peers? Is this a solid growth story or too hyped? RR seems to have the Midas touch.
Q: Would this be a good entry point ?
Q: Do YOU own Tesla? An explanation why or why not? Reasonable entry price?
At what point is it reasonable to buy and sell based on the company’s fundamentals alone?
Thank you
At what point is it reasonable to buy and sell based on the company’s fundamentals alone?
Thank you
Q: Hi 5i
I was wondering how you would see the odds of Nvidia beating expectations next week? Will the prohibition on selling to China hurt it.?
Thanks
I was wondering how you would see the odds of Nvidia beating expectations next week? Will the prohibition on selling to China hurt it.?
Thanks
Q: Just a follow up on yesterdays question re the exchanges.
If the shares on the Canadian exchange are delisted does one need to sell on the Canadian side and then buy on the US side if wanted or will this transfer happen automatically? I don't really want to sell my shares and trigger a capital gain only to buy the same on the US side and pay two transaction fees.
Thanks
Jeff
If the shares on the Canadian exchange are delisted does one need to sell on the Canadian side and then buy on the US side if wanted or will this transfer happen automatically? I don't really want to sell my shares and trigger a capital gain only to buy the same on the US side and pay two transaction fees.
Thanks
Jeff
Q: Has there been any suggestion/inkling of another spinout from Constellation? If so what division or location would make to you and a timeline.
Thank you
Thank you
Q: BTQ Does the 5i crew have any insights or opinions regarding this Vancouver based Quantum concern?
Thank you.
Cheers
Thank you.
Cheers
Q: NVTS on Yahoo finance, not present in your database.
Pls provide assessment of the deal with Nvidia
Pls provide assessment of the deal with Nvidia
Q: Is GLXY now dual listed or is it going to taken off the Toronto exchange?
Thanks
Jeff
Thanks
Jeff
Q: I have a sizable position in CLS.CA and am fortunate to have some in my TFSA. I know you can't give any sell or buy recommendations directly but as it is currently close to its one-year price target and with the recent Moody's downgrade I am wondering if a short-term drop (so trim the position) and buying it back closer to NVDAs earnings would make sense or not? CLS has a very thin operating margin as well so adds to my confusion of what to do. Any advice greatly appreciated as always!
Thanks, Lesley
Thanks, Lesley
Q: Can you give me your updated view of this company, and why it seems targeted by short sellers.
Thank you very much in advance
Thank you very much in advance