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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, Shopify rally, this year has been remarkable this year, and stock continues to have a strong momentum, despite recent downgrades from many US brokerages. Canadian analyst community, though, continue to have a more positive bias.

Stock is up almost 200% from its October 2022 lows. Do you think, it's mostly short covering or company has strong fundamentals for the stock to regain its highs of $200, in due course ?

Why, in your view, are so many US analysts, lukewarm on Shopify ?

Thank You

Read Answer Asked by rajeev on December 20, 2023
Q: I am considering initiating a position in one of these 2 companies; can you please provide your outlook for each and indicate which you would choose, if you were me. A couple of specific questions - I currently own CSU, is there much overlap with CTSH? Also, in an answer over a year ago you suggested the P/E for CCOI was very high, at 70, but recent company reports put it 3 to 4....can you explain what is involved with the 70 v. the 3 - 4? Also, in that answer you referred to very high debt to cash flow....is that still a concern? thanks much
Read Answer Asked by Leonard on December 19, 2023
Q: Good morning, Over a one year short period of time, which of these two companies do you think has more potential, Docebo or Shopify, thanks? Disregarding the risk level.
Read Answer Asked by Pat on December 18, 2023
Q: I was interested in your reply to Ronnie today (14th) on U.S. growth suggestions. As individual securities you suggested IBKR, LPLA, CELH, CROX, DUOL. If I was to add HEI, ADI and ULTA to that list could you rank all 8 for say 5 yr pure growth potential and then re-rank if one was seeking a balance of both growth and safety? Thank you.
Read Answer Asked by Stephen R. on December 18, 2023
Q: what are 3 key current metrics that you use to evaluate SMCI? and how do they compare for the over the last 5 years thanks Richard
Read Answer Asked by richard on December 14, 2023
Q: Thoughts on INDI as an emerging semiconductor stock
Read Answer Asked by John on December 12, 2023
Q: I hold the 3 following positions : SHOP (3%), LSPD (1.5%) with a 30%loss and NVEI (1%) with a 65% loss.
I want to clean a bit my portfolio, and clear at least one of NVEI or LSPD.
In which one would you prefer to consolidate? Would you even consider consolidate all in Shop or there’s a good case for keeping NVEI or LSPD?

Thank you!
Read Answer Asked by Julien on December 12, 2023
Q: There has been so much price increase , I wonder if there is any insider buying or selling in the last 3 months ? Does the increased stake in Klaviyo poses any significance ? Thanks a lot.
Read Answer Asked by Lai Kuen on December 12, 2023
Q: KXS is down $30 over the last 3 years and I am trying to understand why. The economy seems to need the solutions the company sells yet shareholder results are lacking. Are they asking to much for the product, are they losing sales, are they paying themselves to much or does the market just not have faith in the company?

Thank you for your thoughts on KXS.
Read Answer Asked by Mike on December 12, 2023
Q: Interested i allocating some fuds to AI. What wou;d you recommend, stocks and or EFT
Guy R
Read Answer Asked by Guy R. on December 12, 2023
Q: I have a reasonably conservative RSP and would like to add one small cap tech growth stock at about 2 % or less. Can you offer a few suggestions ?
Read Answer Asked by Danny-boy on December 11, 2023
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