Q: What are your current thoughts on the proposed buy out of Absolute Software? Does there appear to be any other offer or an increased offer in sight? In 5i's opinion, should existing shareholders accept the offer as is, sell now, or Hold in hopes of the company doing well in the future?
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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 your take on Alteryx? Is it less of a strong competitor than Palantir in the AI space? Too much debt? Not enough growth?
Q: What is your opinion about the quarterly result of the company? I have a very small position and thinking of holding it.
- Intel Corporation (INTC)
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- HIVE Digital Technologies Ltd. (HIVE)
- Hut 8 Corp. (HUT)
- Galaxy Digital Holdings Ltd. ordinary shares (GLXY)
- Bitfarms Ltd. (BITF)
- Coinbase Global Inc (COIN)
- MARA Holdings Inc. (MARA)
- Riot Platforms Inc. (RIOT)
- Applied Blockchain Inc. Common Stock (APLD)
Q: Apparently there was a crypto or blockchain conference within the last week attended by some of the wealthiest individuals and companies on the planet.
Would you know what it was called?
1.It seems clear that some very influential people want this area to have a place in the world banking and trading worlds.
2. One commentator ( Josh Brown ) expressed the opinion that for the foreseeable future it will be very high risk kind of like gold mines over the years. But there might be money to be made in the picks & shovels companies..
Do you have any suggestions of companies that have merit or look to have potential in that picks & shovels areas?
Thank you
Would you know what it was called?
1.It seems clear that some very influential people want this area to have a place in the world banking and trading worlds.
2. One commentator ( Josh Brown ) expressed the opinion that for the foreseeable future it will be very high risk kind of like gold mines over the years. But there might be money to be made in the picks & shovels companies..
Do you have any suggestions of companies that have merit or look to have potential in that picks & shovels areas?
Thank you
Q: I very recently picked up a small starting position in SMCI at $235. Am waiting before adding anything further. I don't normally base decisions on technicals but would like your thoughts on what price level you think would be reasonable. It did gap up in May around $160. In your experience, would you expect the price to come down to fill this ? Any other comments would be appreciated.
Q: I'm under water on both these small cap tech stocks each at <1% of portfolio. I gather from previous comments NVEI is a buy currently? Is ILLM also a buy? Which has greater upside over net 2-3 years?
Thank you
Thank you
Q: Just read about Intel making its foundry available to customers for specific chip designs to compete and grow, trying to supplant Samsung and TSMC, seems they are building foundry production to compete with Samsung, what are prospects of success by 2030 as they hope, is this good place to step in?
Q: My small position in NVDA has doubled to about 13-14% of my portfolio. Should I sell half in the interest of diversification and before the ‘bubble’ bursts? Or treat it as a tech pillar like MS or GOOG and keep it as a long-term hold?
Q: I have been receiving several alerts about insiders (mainly directors) selling stock. I feel this is a sign that the AI madness could be subsiding. I too, have taken some profit. What do you think?
Carl
Carl
- Adobe Inc. (ADBE)
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- Microsoft Corporation (MSFT)
- QUALCOMM Incorporated (QCOM)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: What stocks would you suggest for a TFSA of about $70k for a 30 y.o. with a 10-15 year time frame?
Thank you.
Thank you.
- Arista Networks Inc. (ANET)
- Super Micro Computer Inc. (SMCI)
- Coherent Corp. (COHR)
- Fabrinet (FN)
- Credo Technology Group Holding Ltd (CRDO)
Q: Looking for "early winners" in "picks and shovels" for AI. Please rank among listed [FN COHR CRDO ANET SMCI] or others at current prices with what you like most about potential
Q: Trying to decide between Topicus and Lumine for a long-term growth portfolio here.
I am digging into both, and finding that Lumine gets around a third of revenue from an acquisition they made called Wideorbit. Wideorbit gets almost all of its revenue from ad selling into radio stations, local TV and National TV networks.
I guess I am worried about how this business model can work long term (my teenagers never watch traditional TV or listen to radio, and cord cutting is quite prevalent apparently). Does this high percentage of revenue worry you in terms of Lumine going forward? Thanks
I am digging into both, and finding that Lumine gets around a third of revenue from an acquisition they made called Wideorbit. Wideorbit gets almost all of its revenue from ad selling into radio stations, local TV and National TV networks.
I guess I am worried about how this business model can work long term (my teenagers never watch traditional TV or listen to radio, and cord cutting is quite prevalent apparently). Does this high percentage of revenue worry you in terms of Lumine going forward? Thanks
Q: Good day everyone
Your thoughts on MicroStrategy Inc
Thanks.
Your thoughts on MicroStrategy Inc
Thanks.
Q: SYM Have been following this and the latest move indicates perhaps a meger/take over. Do they report next week and what are your feelings towards this stock
Thanks and look forward to your response.
Rick
Thanks and look forward to your response.
Rick
Q: Why is Palantir consistently one of the most heavily traded stocks on the NYSE?
Q: I have held MSFT for a long time and recently sold a covered call - which is now making me nervous. How much more upside do you see for MSFT in, say the next year or so?? Thanks Jim
Q: Was some of the spike in NVDA recently due to short covering? If so, can you specify the total short positions (and %) before the recent run up and what the short positions (and %) is now?
- Apple Inc. (AAPL)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Alphabet Inc. (GOOGL)
- NVIDIA Corporation (NVDA)
- Coca-Cola Company (The) (KO)
- Walmart Inc. (WMT)
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Constellation Software Inc. (CSU)
- WSP Global Inc. (WSP)
- Descartes Systems Group Inc. (The) (DSG)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Vanguard S&P 500 Index ETF (VFV)
- INVESCO QQQ Trust (QQQ)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: Good morning 5i:
Next year I will be retiring, and currently I have the outlined stocks in my RRSP, I'm happy with all of them, I think I would like to sell some of them (or trim down, slowly -no rush) and buy stocks/etf that will provide resilience , some yield, and perhaps some growth , can you please provide me with some ideas, 3 or more , I was thinking BN, add more to VFV.
Please use as many credits as required.
THANK YOU for all your help.
Next year I will be retiring, and currently I have the outlined stocks in my RRSP, I'm happy with all of them, I think I would like to sell some of them (or trim down, slowly -no rush) and buy stocks/etf that will provide resilience , some yield, and perhaps some growth , can you please provide me with some ideas, 3 or more , I was thinking BN, add more to VFV.
Please use as many credits as required.
THANK YOU for all your help.
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- CVS Health Corporation (CVS)
- The Walt Disney Company (DIS)
Q: I have held disney now for 2 and half years and i have been in the red since can you please advice me if i sell it what would be a good replacement for it in my rrsp. And the same goes for cvs it has put me in the red as well is there a better replacement for this that pay a good yield as well. Thank you for all the support
Q: Is this a good time to buy IOT/Samsara?
Thanks!
Thanks!