Q: Bought VEEV last year on the strength of your recommendation. Since then, it's bobbled about +/- 3%. Currently down about 2% in my TFSA. Should I replace it with ATZ...or simply try to be more patient? If the latter, please explain why. Thank you.
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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: Eddy Elfenbein recently wrote a detailed review of Veeva Systems (he also did one on The Trade Desk a few weeks ago for those that want to better understand that company). In general, he likes the company and its prospects but felt it was quite overpriced. I know that many tech growth stocks have seen share price reductions and Veev seems in line with those drops. I have owned the stock for a while and intend to continue to own it. What do you think my expectations should be going forward - slow and steady growth, high growth or it flatlines for several months as it grows into its current valuation?
Appreciate your insight.
Paul F.
Appreciate your insight.
Paul F.
Q: Please comment on Roblox - a recent IPO
Q: Would appreciate your updated thoughts on Voyager Digital and their recent quarterly report. Would you be a buyer here?
Q: With the market rotation, I have seen a number of questions from people who are down 30-50% on some stocks asking if they should switch out. What guidance can you provide regarding the best tactic when highly volatile small-mid cap growth stocks turn downwards. Putting in a stop loss of -15% may get you stopped out of promising but volatile stocks. Holding until you are down 30-50% leaves you looking at a 50-100% recovery to break even. Hard to feel positive about this scenario even with a 3-5 year outlook.....
Q: It has come down so much . Is it a good entry point now ? Thanks very much.
Q: Hi,
AirBNB is even lower than the IPO price now. What do you think of this company? Why the COVID is almost gone, but now dropped to the lowest price? Do you think the concept is over and go back to fundemental? Should I consider it is just a hotel stock? How can I tell the reasonable price to get in? Many thanks
AirBNB is even lower than the IPO price now. What do you think of this company? Why the COVID is almost gone, but now dropped to the lowest price? Do you think the concept is over and go back to fundemental? Should I consider it is just a hotel stock? How can I tell the reasonable price to get in? Many thanks
Q: Hello 5i
Could I have your assessment of Door Dash please?
The last question was Dec. 2020 and they have reported their most recent quarter.
Thank you
Dave
Could I have your assessment of Door Dash please?
The last question was Dec. 2020 and they have reported their most recent quarter.
Thank you
Dave
Q: What would your top 5 TSX growth stock picks be today. Sector doesn't matter. Time period 5+ years Thank you
Q: Given a three to five year time frame, which of WELL and DND has the better growth potential?
Thanks.
Howard
Thanks.
Howard
Q: I sold BCE this morning and now have $61,000 cash in my $112,000 TFSA. I'm 85 years old and like 3 or 4 growth stock suggestions for a 2-3 year time frame. My present holdings are 16% BAM.A (up 43%), 16 % HR.UN (down 20 %), 3% TIXT (up 1%), and 10 % WPM (up 25 %). Thanks for your suggestions.
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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TFI International Inc. (TFII)
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Magna International Inc. (MG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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goeasy Ltd. (GSY)
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CrowdStrike Holdings Inc. (CRWD)
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Trane Technologies plc (TT)
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Dye & Durham Limited (DND)
Q: Hello. What are your top 5 picks in Canada + top 5 picks in the US for capital appreciation over the next 12 months? Any sector etc. Thanks!
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BRP Inc. Subordinate Voting Shares (DOO)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
Q: Good Morning
If you only had sufficient funds to buy one of the above in a TFSA what one do you believe will provide the best return in a year and why? sector allocation here is not a consideration in this case
Thks
Marse
If you only had sufficient funds to buy one of the above in a TFSA what one do you believe will provide the best return in a year and why? sector allocation here is not a consideration in this case
Thks
Marse
Q: Hi folks, can please your expertise of Q1 results for Verano vrno/c...the results seemed to beat estimates...and appear to be place the company in Top Tier of US Cannabis stocks, with Trulieve, Green Thumb, Curaleaf. Hard for US Pot companies to make profit without SAFE Act & relief from 280 Tax....would you rate Verano Buy/Hold/Sell....thanks as always..jb Piedmont QC
Q: Is something new up with Topicus.?It has really fallen the last few days
Q: Good morning all. I currently have a 1/3rd position in LEV and a 2/3rd position in NFI. I see these stocks as complimentary of each other. However I am considering either eliminating or reducing my stake in NFI in favor of LEV. Considering history and experience of NFI vs opportunity and rapid deployment for LEV (and only one quarter on record) would you consider this a good move or just a speculative move at this point?
Q: Could you elaborate on the implications of their announcement of the partnering with GOOGL?
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOG)
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Constellation Software Inc. (CSU)
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WSP Global Inc. (WSP)
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goeasy Ltd. (GSY)
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CrowdStrike Holdings Inc. (CRWD)
Q: Hello Peter, here's a twist on one of your readers' favourite questions.
What three Canadian stocks and three US stocks have your highest confidence level that they will be higher in two years than they are today, regardless of the size of the return. (I suppose this question combines your confidence in the companies' management, industry and macro factors, etc. but also with a view to preservation of capital.)
What three Canadian stocks and three US stocks have your highest confidence level that they will be higher in two years than they are today, regardless of the size of the return. (I suppose this question combines your confidence in the companies' management, industry and macro factors, etc. but also with a view to preservation of capital.)
Q: Looking at CJT's financials (Morningstar), I notice a huge loss for derivatives, in fact the 150 million accounts for the poor earnings result in 2020. Did management royally mess up, what's your take on it?
Thanks for everything you do.
Thanks for everything you do.
Q: I have a 3% position of EGLX in my portfolio. Do you suggest lighten up or hang tight?
Thanks
Peter
Thanks
Peter