Q: Can you please provide an update since your last comments in August? Please comment on their sale of AMC to Rocket Software and Q1 2024 results.
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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: With the rapid need for liquid cooling in data centres and quantum computers and other high end chips are there any recommended liquid cooling stocks to look at for a small exposure in a portfolio?
Thanks, Lesley
Thanks, Lesley
Q: Hi team,
How big of a deal is it that nvei is partnering with Microsoft for payments? Partnering with a mega cap like Microsoft seems almost game changing for a small cap name like nvei. This being said it is perplexing that nvei keeps scoring global deals with big names and yet its numbers don’t reflect the profitability one would almost expect . Your take on the name going forward would be much appreciated, and the potential that now exists being partnered with Microsoft .
Thanks ,
Shane
How big of a deal is it that nvei is partnering with Microsoft for payments? Partnering with a mega cap like Microsoft seems almost game changing for a small cap name like nvei. This being said it is perplexing that nvei keeps scoring global deals with big names and yet its numbers don’t reflect the profitability one would almost expect . Your take on the name going forward would be much appreciated, and the potential that now exists being partnered with Microsoft .
Thanks ,
Shane
Q: PATH may have broken out after more than a year. Was there any identifiable reason for that and have your view improved on the company?
Thank for you insight, Peter
Thank for you insight, Peter
Q: I am now in a position of being overweight in MSFT. Greed tells me to hold while fear tells me to trim. What option strategy could I use to hold MSFT while generating some income? Thanks Ron
Q: Good morning. Could i have your views on this co.
Q: Your thoughts on! Karo US
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WSP Global Inc. (WSP $280.52)
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Descartes Systems Group Inc. (The) (DSG $137.72)
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Kinaxis Inc. (KXS $192.12)
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Stantec Inc (STN $108.37)
Q: Would you prefer STN over WSP today?
Also would you prefer KXS over DSG?
Also would you prefer KXS over DSG?
Q: Please comment on Calian Groups latest financial results. Would you consider it as a Hold or Buy at this time Thanks … Cal
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Amazon.com Inc. (AMZN $228.80)
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Meta Platforms Inc. (META $754.86)
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Alphabet Inc. (GOOGL $208.92)
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Microsoft Corporation (MSFT $505.14)
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NVIDIA Corporation (NVDA $180.91)
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International Business Machines Corporation (IBM $240.14)
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Advanced Micro Devices Inc. (AMD $163.93)
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Arista Networks Inc. (ANET $133.06)
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Cadence Design Systems Inc. (CDNS $345.42)
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Synopsys Inc. (SNPS $597.32)
Q: Can you provide a list of top companies to play the AI phenom.
Q: I purchased Baylin technologies based on a BNN guest pumping up the stock that it has world class technology and will payout over time but patience is required. Baylin now has a rights offering at $0.19 per share to existing shareholder and the current price is $0.175. The stock has been a Big Dog. What's your take on the stock ..... Is there any hope for Baylin ..... would you but this stock or should I dump the Dog and move on.
Thanks DAN
Thanks DAN
Q: Hello Peter,
I own TSLA shares mostly due to Elon Musk's innovation in the EV and other areas.. Given that he is always in the spot light (not always positive), do you think it is time to bail out or is the publicity just noise for now and will go away eventually . I am guessing it will be a rocky ride, but like to have your opinion given your experience in the industry. .. thanks very much
I own TSLA shares mostly due to Elon Musk's innovation in the EV and other areas.. Given that he is always in the spot light (not always positive), do you think it is time to bail out or is the publicity just noise for now and will go away eventually . I am guessing it will be a rocky ride, but like to have your opinion given your experience in the industry. .. thanks very much
Q: hi folks:
i find it odd the issue announced after hours
seems like 'too' modest an amount for the size of the company given their current balance sheet
comments always appreciated
thanks
i find it odd the issue announced after hours
seems like 'too' modest an amount for the size of the company given their current balance sheet
comments always appreciated
thanks
Q: This stock seems to be on the move ? The forward P/E 222.9 & ROE (- 16.1%) but these figures don't look good . Would you take a chance and start investing and at what entry price ?
Q: please comment on nov 28 news re sale PayIQ
time to start a position?
time to start a position?
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Tesla Inc. (TSLA $348.24)
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Lithium Americas Corp. (LAC $3.93)
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Albemarle Corporation (ALB $81.15)
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Kraken Robotics Inc. (PNG $3.41)
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Enphase Energy Inc. (ENPH $38.10)
Q: thinking we will be using many batteries in the next few years, any company you think might benefit from this?
Q: As a follow-up to Blake's question a couple of days ago, I see there was a negative report from Piper Sandler to underweight due to recent runup, valuations and reference to elements in 2024, Am now underweight SHOP and wondering whether I should keep accumulating or wait for a pullback. Your thoughts would be greatly appreciated. Thank you for your great service!
Q: I would like to add to my existing positions and I am asking myself about timing. Both are close to their Highs but there is momentum. It would be a long term Investment. Your opinion is valuable.
Thank You!
Albert
Thank You!
Albert
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Cisco Systems Inc. (CSCO $67.23)
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Fortinet Inc. (FTNT $77.81)
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Palo Alto Networks Inc. (PANW $184.44)
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Zscaler Inc. (ZS $270.41)
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Splunk Inc. (SPLK)
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CrowdStrike Holdings Inc. (CRWD $421.44)
Q: In a 5iR response on Wednesday about CRWD, there was mention that "its (CRWD) performance seems better than many peers (not all)". And me, wondering what these "better" peers are???.....The reason for asking this is that if they are larger in market capitalization, I might be interested in investing in one....Keen to know about these peers.......Many thanks.....Tom
Q: Hi there,
TCS is on a roll would you still consider it a buy even though it’s at a 52 week high?
Thanks!
TCS is on a roll would you still consider it a buy even though it’s at a 52 week high?
Thanks!