Investment Q&A

Q: Why the big drop,earnings appear good??I

Q: Hi Team,
Two part question . What’s your thoughts on metas earnings and their big sell off today? Unjustified ? Buying opp , hold or sell?? Can you give your thoughts on the company? I would have hoped these trillion dollar companies would eventually quit moving like small caps. Unreal really .

Also can you give me your take on Now earnings and your thoughts on the company as well.

Thanks ,
Shane

Q: Hi 5i, pls comment on CRMs results. Now that both NOW and CRM have released, if you had to pick one base on future outlook, current valuation, which one would you choose? Thx.

Q: Hi 5i,

The following companies are being released as CDRs tomorrow: BlackRock Inc., Constellation Brands Inc., Deere & Co., Palo Alto Networks Inc., ServiceNow Inc. and Thermo Fisher Scientific Inc.

Please rate them bases on long term componders, shareholder friendly and valuation.

Thx.

Q: Could you please compare and contrast NOW and SPSC?? Would you consider both of them a buy, for a 3-5 year hold? Thanks.

Q: Motley Fool published its Top 10 stocks to buy now/ as of January

I have followed most of them for too long …..watching them go up. So, for me its buy now or wait for pullbacks which hasn’t worked so far.

My 4 favourites of the 10 are: Meli #1….NOW #2…ANET #7…TSLA …#3

Can I have 5i’s perspective please. Thank you.

Q: What would be your choice from $INTU, $NOW and $ADBE to start a new position.


Thanks, Valter

Q: Hi 5i team
I have 15% Workday in my RRIF in USD. I am thinking of trimming down and adding 3 more USD positions. Can you suggest a few USD companies for Growth over a 3-5 year hold ?
Thanks Linda

Q: Your comments on earnings? Is TEAM still a buy, sell or hold? It is getting hit after hours. Thanks.

Q: Dear Peter et al:

Recently a tech expert came on BNN and mentioned that going forward, it is the SaaS companies that will benefit from AI revolution. His top pick was ORCL. But he mentioned NOW and CRM as well in passing. I looked at these companies using Finviz's screener (free version!) and I see ORCL has a lot more debt than the other two.

What would be your choice? If not these three do you have any other favourites? Many thanks.

Mano

Q: Which of these would you suggest for a good balance of growth vs risk?

Q: Would you please list your top 10 companies that will face severe headwinds going into a recession / renewing debt at higher interest rates / margin erosion / no pricing power / unprofitable tech? - this was asked and you said the list would longer if it was asked the other way around, can I have the list of this question asked the other way around?

Q: These digital solution providers seem to be pioneering Ai partnerships .
Which would be the ones to invest in and the ones to avoid ?
Thankyou .

Q: you have used price to sales many times in the past to identify stocks you like for capital appreciation since this metric has improved significantly please name your current 3 favourite US growth stocks using this metric thanks Richard

Q: Looking at buying ORCL or Now or both . Buy now or wait a few months till things settle down. Your comments ? Thanks.

Q: Which would you buy now? Thanks

Q: Hi 5i:
I've been away for a while and not keeping up with Questions, so this may already have been asked and answered. if so, please provide a link to the answer.
I'm hoping you could advise what sectors you think will reverse the current trend and begin to appreciate in value more quickly than others and, also, if you could identify three or so names you would expect to 'lead the charge' in each of those sectors.
If time and space permit, any commentary you might have regarding each identified sector and/or name would be appreciated. Thanks!
Peter

Q: Hi, ServiceNow stock, a large US Enterprise Digital Solutions provider company, dropped 12%, Today, after CEO's comments, last evening on Mad Money, warning about the macro headwinds faced by a continuously extra strong US Dollar, by Technology companies, particularly those with large enterprise customers, around the world. Some of the comments are as below:

" You’re at 41-year high inflation. The dollar right now is the highest it’s been in over two decades. We have interest rates rising. People worried about security. You’ve got a war in Europe. So, the mood is not great,” McDermott said in an interview that aired on “Mad Money” after the closing bell on Monday.

“You’re going to see the headwind of the dollar right now against well-known technology brands,” the CEO added. “No one’s going to outrun the currency right now.”

Shares of ServiceNow, which helps companies and organizations digitize their workflows, fell 13% on Tuesday after McDermott’s comments, which were meant as an overall industry observation, not ServiceNow-specific news due to the company being in a quiet period ahead of reporting its latest quarterly earnings on July 27. "

“When you think about energy, and the dislocation caused by the war in Europe, and this reprioritization I’m talking about, you’re going to see longer cycles [to close deals] in Europe. We saw that,” McDermott said. “But this doesn’t fundamentally change the narrative that tech is the only way to cut through the crosswinds.”

The reprioritization he’s referring to is the increase in demand for a fast return-on-investment — another symptom of cautiousness in the current environment.

“There’s a new level or prioritization in the enterprise. And I have seen this, actually since we last met, Jim, hitting a new gear. Where companies are first saying ‘which platforms do we want to bet on,’” and then try to sort their priorities, McDermott said.

“There’s one filter on all of this now. And that is fast return on investment. And if you can’t put an architecture in there that gives the customer a fast ROI, chances are, you’re going to get postponed,” he added.

Stifel said in a note on Tuesday that it believes the company is “likely” to lower their expectations when it reports earnings, citing McDermott’s comments on reprioritization. The investment bank also expects other companies across the industry to follow suit in the coming weeks.

There was chatter that Today's 4.10% decline in MSFT and 4.61% in Sales Force, which was ugly, was not company specific but in reaction to this macro warning,

Most large Technology will start reporting in a few weeks time.

Some strategists were seen on CNBC talking about the" Generals" being the last to drop and MSFT's sharp drop today was noticed by many.

Do you agree with above comments/sentiments ?

We are trying to assess, if these companies, in your view, are likely to be faced with similar headwinds - CSU ( worldwide revenues), TOI ( Europe) and SYZ ( >55% US rev ), for all those reasons. And if you think, they are not immune to this, is there any caution warranted, or is it prudent to reduce our exposure to a more reasonable level, at this time.

Thank You

Q: Hi,

As a follow up to your answer to Curtis's question. What are some of the better companies in the data analytics space?
Thank-you.

Q: Good morning. What would you recommend for an investment Canadian and US data analytics company or space? Thanks again.