Investment Q&A

Q: In watching BNN the other night, in talking about Constellation Software, Brian Madden mentioned that his fund has recently bought into what they view as a US based equivalent company. Unfortunately, much to my disappointment, he didn't mention who the company was. This did get me to wondering what (if any), US based companies you would recommend that are Constellation Software like and would he have perhaps have been referring to LMN?
Thank you again for the fabulous service!
Mike

Q: Adobe got hit pretty hard after its quarterly report last month and the share price seems to be continuing on its downward trend since then. Has there been any new news to change your generally positive opinion of this company?

Q: Can you tell me your appreciation of this company and his growth possibility in a range of 2-3 years. Is it a good prospect in a growth portfolio an what could be the ai impact on his future?
Thank you for the superb work you're doing.
Gab.

Q: AMD is a stock that you like but it seems to be underperforming (down 20% in the last month) a lot of the stocks in the same business.

I cannot remember the last time that ATS had a green day. It is down 28% in the last three months. It seems to me no one wants it, but I have been holding it on your advice because the majority of the time your advice is successful. I m keeping my fingers crossed. Thank you.

Q: Hello,

Can I please get your updated thoughts on payfare and its filing delay. Do you know what the current valuation is and would you put money to work today?

Q: What are your thoughts on Salesforce interest in acquiring Informatica. Do you consider Salesforce a buy?

Q: What do you think the catalyst is that is behind the momentum over the past 6 months?

Q: Would you recommend buying PATH ( USD 21.40), DOCU (USD 59.25) and SHOP (CAD 98.46) , CRWD (USD 312)and PANW( USD 281) at current valuations?

Q: Hello,

Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?

Thank you,

Q: I already own MSFT, AMZN, VRT, and NVDA. I'm considering either adding to these positions OR buying AVGO or AMD? What do you suggest?

Q: I currently hold a half postion in Google, Mircrosoft and Meta. Im looking starting a half position in Intel. What is your thought on Intel for a least a 5 year hold.

Q: Hi there!

Do you still think Qcomm is reasonably priced at its current level? Can you please give an update for this year and next?

Thank you

Q: I see Piper Sandler just issued a SELL rating for SHOP. The stock has been weaker than the overall market the past few weeks. Is there anything out there that is causing the drop? What factors are at play here? Is it still one of your favourites?

Q: Everyone, I have been watching the above growth stocks since late last year. I usually have one or two high growth quality stocks that will add to the average returns of my portfolio. My last purchase of a high growth stock was LMN, which I purchased last September, with an average price of $20.50. The ones I am watching now have risen significantly and I am hesitant to buy into them since they might decline 50%. So should I buy a small portion of each to maybe a 10% holding of my overall portfolio? Or should I wait till……..
Clayton

Q: Could you please give me update on this? When they are reporting? Would you buy it here?

Thanks,
Milan

Q: With the goal of adding good quality growth stocks and using your suggestions ( thank you ), some time back I added BN and GSY to my cash account which is full of telecom, pipes, banks and utilities. I am now looking at these four with my thoughts on them : EQB, Stephen Smith is the main reason I am liking this company . I am overweight banks already- should this factor into the equation ?
CALF, the small cap sector should be getting interesting if rates decline and I could use more US exposure. TFII, management can’t be beat but the industry is suffering ( good or bad for TFII? ),
best to wait and see how industry shakes out?
XIT, ( have 10% portfolio exposure with a US tech ETF ) has significant CSU exposure.

Is my thinking clear? Any single addition would be approximately 3% portfolio weighting. In what order would you buy ? Am looking at buying 2 immediately. Any you wouldn’t buy ?
Thanks. Derek.

Q: Good morning

What do you think would be a good price to get into nvda today?

Thks

Q: NVDA has been dropping for the past month,but still above its 50 Day Moving Average.
I like to see positive momentum before buying a stock.
Would you buy now if you had no position?

Q: Your thoughts on BitDeer (BTDR) please, and how it compares to other Bitcoin miners.

Q: Good Morning,

Do you fell that SMCI is in a consolidation phase after it's rapid run-up, or has the shine rubbed off for a much longer time frame. It's now down over 25% from peak.

Thanks.

Brad