Investment Q&A

Q: What is likelihood of a higher offer. Where would you move the money to that has a chance of making more than 5% which is what the premium is till deal closes

Q: Hi 5i
Do you know when the deal is expected to close and how long would you expect these guys to wait to see if other offers may be forth coming.

Take over price of $34 US is about $46 canadian... SP currently sitting $43.75 canadian. Would you expect shares to trade up to the deal level.

If one wants to capture the full offer price, would one simply wait till the deal closes......
How would that work.

thx

Q: Hi, I'm wondering if you could explain why you think CSU would spinoff LMN if it has so much potential? If I understand well, CSU has a very decentralized org structure which would allow for LMN to operate relatively independently if it remained part of the larger organization. Why would CSU management spin it off?

Q: With the interest of Advent in Nuvei , would you sell now a before it all shakes out? What do you think a reasonable buying price per share might be?
Thanks
Katie

Q: Thoughts on the volatility of these two companies share price?

Q: Can you please provide Market Cap for each of these 3. The Cap when they started on the market and what the current Market Cap is as of today. Just trying to get one version that it is accurate. P.S. Thank you for calling this group out.

Q: 4-5 years ago you gave the edge to LSPD between these two. Is that still your view? What are your thoughts and analysis of AGYS, many thanks.

Q: In one of your recent questions on LMN you mentioned they expect $300M in ebitda this year. Where are you getting that number from? Thx

Q: Hello 5i team,
When does open text report the latest quarter?
Thanks,
Andrew

Q: Since the great earnings report and making new highs the SP seems to be pulling back quite a bit. As a very long time holder, should I be concerned? I know that many times a drop like this precludes some sort of bad news that as yet has not been disclosed. Thanks for your continued great service.

Q: Been a few years since NTAP was written about on here can you please provide some analysis? Thank you.

Q: Your analysis please, thanks!

Q: In a high growth portfolio I hold the following US stocks: CRWD, GOOGL, NVO, Uber and the ETF XT. I think I would like to replace the ETF XT with a single growth stock. XT has done okay for me in that it has doubled but that took nearly 10 years. Can you recommend a faster growing US stock that would be a good fit?

Thank you.
David

Q: These two stocks were recommended as AI growth investments relating to data centres. Could you provide a comparison of the two in terms of upside downside relative valuation and whether you would buy either or both at this time with confidence for a 3 year hold. Thank you.

Q: Hi 5i
ALAB- Astera labs is not in your data base.... I would like your opinion on this semiconductor based connectivity company...looks like it had recent IPO..SP has gone a little crazy... Is this an investable at this time or requires more time to settle down.... Would 5i have any interest at this time?
thx

Q: Hi, Not a great day for ATS stock, Today, on the top of several weeks of declining share price, following the last quarterly results. Pressure on company's backlog was already noted by analysts' community, for last two quarters. However, except a couple, most Canadian brokerages stuck to their BUY ratings and price targets in the range of $61-$73. So, once again, there seems to be a noticeable divergence, when US based analysts cover Canadian Mid/Small Cap companies ( ATS: JPM - Hold $58 and GS: Sell $47 ). What is that they know and we don't ?

Goldman Sachs pointed to slowdown in Transportation, EV spending running in late stage of the cycle and company's lack of exposure to semiconductor capital expenditure. If, in your view, these headwinds are already reflected in the current share price, what catalysts do you see for share price appreciation, in the near term and going forward ? ( Besides expected growth in Life Sciences area, but whether, that will be enough to offset weakness in other sectors )

We own a 3% position ( with 20% loss, now ) and are contemplating, if a wait till next earnings release is worth it or this capital could be allocated to more efficient and attractive opportunities in the sector.

Thank You

Thank You

Q: Hi 5i
Nuvei sp surging today, is there buyout news to account for this.
thx

Q: SMCI has raised cash twice in the last 6 months, arguably much more cash than they really need which has increased speculation about possible acquisitions.

From their corporate presentations we know VRT have planned to scale production of a newly acquired liquid cooling technology over 40x through the course of this year. Seems like something that would take some up front capital investment. Does your crystal ball foresee VRT raising cash? Do they need to raise cash or is cash flow strong enough to grow the business?

Thanks.

Q: Can you please prioritize the top 10 up and coming AI stocks for future growth?

Q: As Cerberas is not publicly traded, you may not have much to say but I thought I would ask. I read an article from Forbes, “Cerebras Update: The Wafer Scale Engine 3 Is A Door Opener” detailing their technology. With all of the fever surrounding AI, I found the discussion interesting, albeit over my head.
Any thoughts on their technology and its prospects to be adopted more widely? Any thoughts on weather they might eventually go public? Their web site has a link to a private equity investment for as little as $5000. Is this an option for a regular Joe like me?
Thanks In advance for any insights you very wise folks may have.