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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: Hi
Thank you for all your assistance with my stock questions. I am looking at Data Dog, which I understand provides software that assists companies with their infrastructure which includes, monitoring, application performance monitoring etc. Could you tell me a bit more about this company and whether it has room to grow.
Thanks, Len
Read Answer Asked by Leonard on April 03, 2024
Q: Hi team,
What is your take on LMN’s aquisition news today from Casa systems? I see limited info from the press release and no numbers. Do you know the history of why casa went bankrupt and is it concerning for LMN at all being in the same industry? I can only assume LMN knows what they are doing in seeing value in these assets.

Thanks ,
Shane
Read Answer Asked by Shane on April 03, 2024
Q: Can you please take us through the investment case for this company as well as make a recommendation as to whether it is a buy, sell or hold and how it compares to some of your favs like VRT and SMCI? Please provide a clear answer on what an attractive entry point might be if you like the company.
Read Answer Asked by Tim on April 02, 2024
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
Read Answer Asked by jim on April 01, 2024
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?
Read Answer Asked by Michael on April 01, 2024
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.
Read Answer Asked by Chris on March 28, 2024
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