Q: Is CTS still a favourite 5i small cap pick?
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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 does the launch of the Omegro organization mean for CSU
Thx
Thx
Q: CVO is down more than 16% so far today, why?
What is your opinion of this company's prospects over the next 1 to 3 years? Reflecting on your most recent comments last month, how has your opinion changed ?
Does the management of this company and its track record to date support it being "shareholder friendly"?
Is this the classic "falling knife" story?
Do you consider it under valued or fairly valued?
What other Canadian companies in this sector would you consider to be under valued or fairly valued today?
Please feel free to add any additional comments worthy of consideration.
S
What is your opinion of this company's prospects over the next 1 to 3 years? Reflecting on your most recent comments last month, how has your opinion changed ?
Does the management of this company and its track record to date support it being "shareholder friendly"?
Is this the classic "falling knife" story?
Do you consider it under valued or fairly valued?
What other Canadian companies in this sector would you consider to be under valued or fairly valued today?
Please feel free to add any additional comments worthy of consideration.
S
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $58.31)
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CI Tech Giants Covered Call ETF (TXF $21.04)
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Harvest Tech Achievers Growth & Income ETF (HTA $18.59)
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Invesco NASDAQ 100 Equal Weight Index ETF (QQEQ $29.65)
Q: Pls. compare and contrast TXF and HTA and secondly what straight equity ETF's would have a similar tech leaders approach to their holdings?
Thank you, Hugh
Thank you, Hugh
Q: Hi 5i,
Interested on which you think will perform better in a crypto bull market? An ETF like IBIT or something like COIN? Also, the fact that I've warmed up to crypto should be a warning to everyone that it's going to fall. :)
TIA!
Interested on which you think will perform better in a crypto bull market? An ETF like IBIT or something like COIN? Also, the fact that I've warmed up to crypto should be a warning to everyone that it's going to fall. :)
TIA!
Q: Hi Peter…I bought some QS early in the year. As of Monday I was down 25%, c’est la vie! Today the stock is up 30%. Apparently Barron’s has a positive report on the company “the’re making progress”. What’s 5i’s take on the company?
Thanks,
Jim
Thanks,
Jim
Q: I would like your take on the earnings report for Firan Tech group that just came out, warts and all.
Q: What would have to happen at Tixt to get the company back on track and have insiders been buyers?
Thx
Thx
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The Trade Desk Inc. (TTD $53.20)
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Super Micro Computer Inc. (SMCI $43.88)
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Vertiv Holdings LLC Class A (VRT $125.97)
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Viant Technology Inc. (DSP $10.28)
Q: I came across these comments in the Globe & Mail:
“We believe the names enabling more efficient interconnect in segments such as module OEMs, analog and DSP [digital service providers] will drive the second wave of AI investments and are still under-priced for the opportunity set (especially given the run-up in power utilities).”
What companies come to mind that fit this description, and how would you rank them (starting with the best ones first)?
“We believe the names enabling more efficient interconnect in segments such as module OEMs, analog and DSP [digital service providers] will drive the second wave of AI investments and are still under-priced for the opportunity set (especially given the run-up in power utilities).”
What companies come to mind that fit this description, and how would you rank them (starting with the best ones first)?
Q: Hi, what was the reason for the 18% drop on July 11th and can you comment on if this represents a good entry point?
Thanks,
Peter
Thanks,
Peter
Q: Hi, i have a question relating to increase energy demand from Ai.
Most Belief is that with the increase use of Ai there will be significant demand of energy. But at the rate of our technological advance and improvement of efficiency would it not reduce the energy needed for ever newer chips develop in the future. Therefore it would not have a significant impact on utilities and Renewable companies in the longer term. Can i have your opinion on this? Thank You
Most Belief is that with the increase use of Ai there will be significant demand of energy. But at the rate of our technological advance and improvement of efficiency would it not reduce the energy needed for ever newer chips develop in the future. Therefore it would not have a significant impact on utilities and Renewable companies in the longer term. Can i have your opinion on this? Thank You
Q: Do you think Nvidia and which other AI stocks are buyable today? I know it is very hard to predict, but just your opinion? I fully understand it is just in your opinion.
Q: What’s happening with SHOP? It’s spinning it’s wheels and slowly losing traction. What will it take to get the price moving up? When does it next report and what does 5i expect? Is it still one of your favourites or is it gradually moving to the sidelines?
Q: HI 5i,
Would appreciate your thoughts on the recent back and forth letters better OneMove/Engine and DND's board. Have you seem similar scenarios with other companies in the past and have they resulted in positive outcomes?
Thank you in advance,
Greg C.
Would appreciate your thoughts on the recent back and forth letters better OneMove/Engine and DND's board. Have you seem similar scenarios with other companies in the past and have they resulted in positive outcomes?
Thank you in advance,
Greg C.
Q: Do you think now is too late to get into Pltr? I worry about valuation but it seems to have a lot of potential. Thank you,
Jason
Jason
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Apple Inc. (AAPL $227.76)
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Adobe Inc. (ADBE $362.09)
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Meta Platforms Inc. (META $754.79)
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Alphabet Inc. (GOOG $206.72)
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NVIDIA Corporation (NVDA $177.99)
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Celestica Inc. (CLS $261.42)
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Arista Networks Inc. (ANET $133.25)
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Pure Storage Inc. Class A (PSTG $58.33)
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Super Micro Computer Inc. (SMCI $43.88)
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Dell Technologies Inc. Class C (DELL $130.84)
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CrowdStrike Holdings Inc. (CRWD $420.55)
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Vertiv Holdings LLC Class A (VRT $125.97)
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Palantir Technologies Inc. (PLTR $158.74)
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C3.ai Inc. Class A (AI $17.50)
Q: Hello, Currently I hold NVDA, Meta, Google, and Palantir stocks in the tech sector. Could you recommend additional stocks that would complement my portfolio during this AI boom? Thank you.
Q: What do you think about buying Celestica now?
Q: Can you please give your thoughts on UIPath’s recent announcement about cutting 10% of its workforce?
Q: Hi ,
Can you please give me your opinion for the longer run...2+ years
Buy ,Hold or Sale
Thank you
Can you please give me your opinion for the longer run...2+ years
Buy ,Hold or Sale
Thank you
Q: Corning has been introducing new fiber products to interact with AI in products on computers. There sales are ahead and look good. 5i is this a steady company with growth and dividends. I want to add some Us stocks in my account. What are your views.Take as many credits as required .