Investment Q&A

Q: I have a 3% position of EGLX in my portfolio. Do you suggest lighten up or hang tight?

Thanks
Peter

Q: What is your opinion on Skillz right now? Especially with the class action lawsuit related to the company inflating revenue projections?

Q: May I please have your views on FDGE's maiden quarterly report?

Q: Morning ,

I have been following this company for a while now. Listening to your views I waited to buy . Wondering about now ? Quarter was decent and Hydrogen seems to be gaining Traction .

Thanks
Greg

Q: I'm down 50% in CRON & TLRY. Are these ever going to at least break even? Or, should I just cut my losses? I also have WEED, but am on par there.
Thanks!

Q: I am currently helping my wife to add new money to her TFSA account. She is currently holding DND, AC, EGLX and PLTR. Please suggest your favorite growth stocks (Canadian and US) taking into account the latest volatility and recent sector rotation from growth/tech and rising interest concerns. She is looking for 5-7 years time frame.

Q: Hi Team,
I was looking for a list of a few company's that appear to be strong buys today (Your fav picks), that are poised to continue to work in this so called "inflationary period" (non tech). Both US and cnd names. Thanks

Q: Good morning,

What are your thoughts on PLAN in this market environment? WOuld you be comfortable taking a position at this price?

Thanks as always

Dave

Q: Hello,

What are your thoughts on Yeti? Is it too pricey or worth starting a position? Is this a cyclical stock?Thanks. Shyam

Q: My timing of buying flutter was unfortunate, am I to assume that it has just been punished for being an expensive growth company along with the rest? Do you like a guy of Aritzia with today’s weakness due to financing? Thx as always for great service

Q: Have fundamentals changed or have these just been caught up in the market shift? Down on these stocks, would you add or avg down to current positions at these levels or hold? Thanks!

Q: Hi folks, please get your opinion on Q1 results for Trulieve...and their subsequent acquisition of Harvest Harv/c. Seems like solid beat on estimates for Rev, Adj EBITDA, & Net Income...but stock trading red. How would U rate Trul/c versus the other Tier I MSO's like Cura, Cresco, Verano and Green Thumb...thanks for great service, jb Piedmont QC

Q: Would you buy these today and in what order?

Thanks,
Milan

Q: Please comment on CELH earning report . AT & LSPD keep falling. Any concern ? Good entry point or to add ? Thanks a lot

Q: Who do you like best in The Cyber Security world?
Thanks

Q: With the recent sector rotation from growth/tech and rising interest rate concerns, are there a few Canadian and US companies you feel have been seriously oversold? Please indicate basement level pricing we should keep an eye out for.

Q: Can you comment on LSPD’s partnership with Google. Is this big news?

Q: Good morning. Can I please get your opinion on Q1 results. Market does not seem to like what they see,

Cheers,
Adam

Q: Hi Team,

Can you comment on the quarter?

Thanks!

Q: As I watch the growth stocks in my portfolio get crushed I can't help but also feel excited at the buying opportunities that are being created for others I thought I had missed. With the Nasdaq only 1200 points off its high and companies like TWST (down 57%), LMND (down to 60%) or BOMN (down 50%) or NVTA (down 55%) it is undeniable that many of these stocks have been revalued.

My question pertains both to these specific companies and smaller caps in general. Do you think companies like these are close to finding a floor meaning that it is time to start buying in tranches as they inch down or do you consider it more likely that we need a major sell off and full capitulation?

With these specific companies, what would be an entry price that makes sense for each for the first 1/2 and then a full position. (ie buy a 1/2 of LMND at 75 and then full at 60 if it gets there).