Q: In your opinion which of the above would offer the best return over the next 3 to 5 years?
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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: Hello 5i
I'm considering raising funds through a 1/3 sale of my CSCO holding. Now that the Splunk acquisition has closed, would you expect this to be sufficiently needle moving (ie wait on the sale) or not ?
Thanks
I'm considering raising funds through a 1/3 sale of my CSCO holding. Now that the Splunk acquisition has closed, would you expect this to be sufficiently needle moving (ie wait on the sale) or not ?
Thanks
Q: Hi There Would there be any reason for the drop in Celestica shares lately . Could you comment on it going forward ? thanks Larry
Q: Can you comment of report that SHOP CEO is up for a $200m stock bonus? The Globe mentions it may be based on performance of the stock price itself. Does the CEO need this type of incentive considering he already owns 40% of the company?
Q: Why it keeps falling.
Thanks,
Milan
Thanks,
Milan
Q: I keep reading and stock keeps growing. Would you buy at current price, as likely not getting a pull back and what weighting would you consider. Cheers!
Q: Assume that you've come across LMN's annual report. You have no idea the name of the company and its attachment to CSU. You area also aware of past metrics, and other numbers - the short history that it has.
Question - based on seeing these numbers, what do you see as a reasonable P/C and P/S valuation (or any other better valuation metric) for this unknown company in an assumed economic slowdown....just roughly. Thanks.
Question - based on seeing these numbers, what do you see as a reasonable P/C and P/S valuation (or any other better valuation metric) for this unknown company in an assumed economic slowdown....just roughly. Thanks.
Q: Would you please provide your thoughts on GCT and its recent earnings. Seems odd that it advanced significantly immediately after the earnings were announced, and then the next trading day it gives back all the gains, and is now lower than the day prior to the earnings announcement.
Q: I know you hold Palantir. Do you think it's over valued at this price? It seems like a promising company with intriguing software but I worry about buying it at this valuation. Thanks,
Jason
Jason
Q: Hi there, todays news that CTS was awarded 2024 Nvidia Networking Partner of the Year as well as the Canadian Partner of the Year confirms they are deeply involved with Nvidia.
Does this really mean much? I'm sure it definitely brings more awareness of CTS.
But do these types of recognition awards increase business/sales, etc? Especially considering Nvidia is talked about everywhere and all the time now.
Thanks!
Does this really mean much? I'm sure it definitely brings more awareness of CTS.
But do these types of recognition awards increase business/sales, etc? Especially considering Nvidia is talked about everywhere and all the time now.
Thanks!
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Microsoft Corporation (MSFT)
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QUALCOMM Incorporated (QCOM)
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International Business Machines Corporation (IBM)
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Mastercard Incorporated (MA)
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Motorola Solutions Inc. (MSI)
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Oracle Corporation (ORCL)
Q: Hi Peter can you provide opinion on TDV etf. What are your thoughts of it price and quality?
Q: Would you comment, please, on the Reddit IPO. Is it a good prospect and what would be your expectations. Thanks.
Q: Good morning,
Can I get your assessment on the new shares issued at $875? Where do you think this stock goes from here, and would you rate it buy, sell or hold? Thanks.
Can I get your assessment on the new shares issued at $875? Where do you think this stock goes from here, and would you rate it buy, sell or hold? Thanks.
Q: Engine Capital bought into PKI and did wonders for the stock price Now they bought a 5.3% holding in DND. What do you think of the transaction? Can I hope for similiar results to PKI?
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Datadog Inc. (DDOG)
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Snowflake Inc. Class A (SNOW)
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Applovin Corporation (APP)
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UiPath Inc. Class A (PATH)
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Confluent Inc. (CFLT)
Q: Hi, could I have your updated opinion on CFLT please? I don't see recent questions on it - I have a small position and need to top up or sell. Could you possibly rank compared to DDOG, PATH, SNOW, APP
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Palo Alto Networks Inc. (PANW)
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Zscaler Inc. (ZS)
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CrowdStrike Holdings Inc. (CRWD)
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Cloudflare Inc. Class A (NET)
Q: On the software security front, my opinion is that the general, PANW is slipping a bit and being reigned in by CRWD, NET, ZS. What is your opinion on these, and also S? Could you please rank for growth over the next 5 years?
Q: Can I have your thoughts on RGTI and quantum computing in general. Thank-you.
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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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Open Text Corporation (OTEX)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: In your opinion, which five(5) Canadian companies are best positioned to increase their net value because of Ai? Thank you!
Q: In your previous answer March 15, 5i said the P/E ratio is about 52 but it looks like about 365 on my bank platform. Could you clarify pls? Also, what is a good price to buy AMD now pls?
Q: Looks like another double digit growth quarter from Evertz. Thoughts on the quarter and where you think the valuation could go based on the growth we have seen in the past 3 quarters.