Q: I would appreciate your comments on Nebius’s announcement today reporting that Bezos Expeditions has become a lead investor in AI Data Business Toloka. Nebius will also relinquish majority voting control of Toloka to provide them with greater independence and governance flexibility. Is this significant?
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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: Why the fall today?
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Electronic Arts Inc. (EA $200.44)
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Take-Two Interactive Software Inc. (TTWO $220.45)
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Roblox Corporation Class A (RBLX $41.91)
Q: Hi,
Do you see much growth in the video games sector in the present context ?
Which are the best opportunities to invest in the sector with a potential of strong growth in the next 3 years ?
Thank you in advance for your answer,
Jacques IDS
Do you see much growth in the video games sector in the present context ?
Which are the best opportunities to invest in the sector with a potential of strong growth in the next 3 years ?
Thank you in advance for your answer,
Jacques IDS
Q: Good morning. What are your thoughts on Arctic Wolf? Are there any new developments? I am not familiar with Forge Gloval or Hiive and would appreciate any information on how this works. Thank you.
Q: I bought DIS for a post-Covid turnaround, but here we are five years post-Covid and the stock is still well below its pre-Covid valuation. Could you please assess its earnings tomorrow and advise whether to hang in or move on?
Q: Can you please give me a brief fundamental analysis of DSG at this point in time (last report update was about last June). I don’t really understand technical analysis but do you see any signals technically? It is off quite a bit year to date, would you be adding here?
Q: It is difficult for a "non-expert" to invest and follow large tech stocks ,plus the fact that the choice is very limited in CDA in my view .Do you believe that CSU is the safest and most promising "large Canadian tech stock" , if yes ,what would be a great entry point, if not ,any other choice ?
Q: When is SHOP next reporting? I believe it's this week but not sure. In a previous question, the general expected numbers were 26c and 2.34b. What does 5i expect? What might result in SHOP beating numbers and conversely missing? Its getting beaten down today on fairly heavy volume (Tuesday late afternoon) and has been weak the past while. Is this just SHOP being volatile or could the market know something?
Q: I'm interested in initiating a position in CLS. What are your thoughts are the current evaluation? What would be the case for initiating a position today vs. potential detractors?
Q: Searched but didn't see earnings comments. Your assessment please.
Q: A recent question asked for a suggested entry stock price for TOI. Your answer was $154. Today (May 12) TOI closed at $159.52. That is a difference of $5. My question is what parameters & technique did you use to determine that $154 could be an entry price. Thanks … Cal
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Constellation Software Inc. (CSU $2,571.61)
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Topicus.com Inc. (TOI $93.54)
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Lumine Group Inc. (LMN $20.23)
Q: My LMN has become 4% of my portfolio - bought most at $17.50 minus the amount given my CSU. I have a 5% position in CSU and virtually no TOI. Sell some LMN to buy TOI? Just buy TOI or considered myself covered by CSU? Growth investor, 10 year horizon. What would you do if it were your account?
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Lumentum Holdings Inc. (LITE $903.80)
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Itron Inc. (ITRI $81.87)
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Applied Optoelectronics Inc. (AAOI $148.94)
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Coherent Corp. (COHR $335.26)
Q: NYSE Coherent Corp. (COHR)
How many other competitors are doing the same thing as COHR?
Do they have a moat.
Thank you.
How many other competitors are doing the same thing as COHR?
Do they have a moat.
Thank you.
Q: Do you think ADBE will be a long-term winner, given the AI impact on its business? If you like the company long term, would you average down on it and at what price would look attractive to you?
Q: With the recent drop in stock price, due to a misunderstanding of where their funding comes from, is the stock worth buying? and at what price? TIA
Q: Reports on May 5 after close. Do U think it will beat estimates of eps 13 and Rev $862m.Imvariably beat estimates.A current darling that is a outformer ytd.Reportedly signed lots of contracts,both Commrtcial & Governmental eg Nato,Ice.Also partnership with Samsung.Goog, Msft,& SpaceX & Anduril to bid for "Golden Dome" etc. What is the ratio of Inst & retail ownership?Lately very voliate after reports(think more to the upside).Do U think I should trim/ sell after massive gain(p/p $22),hold or add tomorrow.Txs for u usual great views & services.
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Sea Limited American Depositary Shares each representing one Class A (SE $86.73)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $150.68)
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MercadoLibre Inc. (MELI $1,632.52)
Q: I want to like SHOP but get put-off by the (forward) P/E. MELI scores better on P/E and RoE and appears to have momentum. Then there's SE, which shares MELI's P/E but shows better RoE growth; OTOH, it's somewhat more opaque.
I can see how SHOP might stand out on the basis of its global reach (i.e., which offsets possible weakness in North America), but have to wonder if, in the new world order, SouthEast Asia is the territory for e-commerce growth; ideas?
I can see how SHOP might stand out on the basis of its global reach (i.e., which offsets possible weakness in North America), but have to wonder if, in the new world order, SouthEast Asia is the territory for e-commerce growth; ideas?
Q: Can you discuss META as a company, and why you’re so bullish moving forward? Thanks
Q: Hi team,
What’s your take on Lmn’s quarterly results tonight ?
Thanks,
Shane
What’s your take on Lmn’s quarterly results tonight ?
Thanks,
Shane
Q: Hello Peter,
I am undecided over how to handle my Constellation software holding. I have done well with it and it is 15% of my portfolio. I am vacillating between trimming some and letting it ride until there is a threat from a black swan event. You must have encountered such situations before and your opinion and reasoning may help me take a decision.
Regards
Rajiv
I am undecided over how to handle my Constellation software holding. I have done well with it and it is 15% of my portfolio. I am vacillating between trimming some and letting it ride until there is a threat from a black swan event. You must have encountered such situations before and your opinion and reasoning may help me take a decision.
Regards
Rajiv