Investment Q&A

Q: Could you report on the Q release. What numbers do you feel are most important for evaluating KXS ?
Are you comfortable holding a full position after viewing KXS 2nd Q?

Q: Can you comment on earnings. Seemed generally ok but some slight misses compared to expected. Don’t understand the big drop on Wednesday.

Q: I believe reports tomorrow. It's down over $9 at 1pm Wednesday. Any news to explain this? Does someone know something that will be public tomorrow? I note volume isn't huge but it's still a big drop. Thoughts?

Q: Hi 5i, Any news regarding today's pop in Apple? Thx.

Q: Earnings look very good. Can you comment after the call with emphasis on what the key strengths are and what potential dangers might be going forward. It seems they are the complete masters in their field and aren't resting on past performances.

Q: Can you provide an updated opinion and stock price target for MDA.

Q: I know the conference call has not occurred yet, but can I please get initial comments on earnings.

Q: Hi, Could you please comment on ANET earnings. Thank you

Q: Would you be comfortable adding after latest earnings release ?

Is there a preference for one over the other, today, with more visibility about integration of recent large acquisitions ?

Q: for a long term hold, which stock looks best to you - Lumine or Celestica. Many thanks

Q: Blaize Holdings was mentioned on BNN along NBIS as a company to watch.

Size wise no comparison, very small. What’s your take?

Q: Please comment on earning. Thanks for your excellent service .

Q: Hi team,
Sportradar dropped today on earnings. What’s your take on earnings and the company’s growth prospects from here ? Is it a buy, hold, or sell now after today’s dip?

Thanks,
Shane

Q: good afternoon - I have positions in both AMZN and GOOG, with modest gains in GOOG and good gains in AMZN. I'm looking at the respective P/E's and wondering if this is a good time to sell AMZN and increase GOOG. Taxes not an issue for two thirds of my AMZN. Do you think that GOOG will increase in value at a greater rate than AMZN in the coming years? I like both companies but this looks like an opportunity to high grade a portion of my portfolio. Thanks. Al

Many thanks

Q: Good day,

I purchased UCTT a while ago and am now down by 55%. It is a minor portion of my portfolio and so I am ok leaving it as is IF it shows promise in the near to mid term. If not, I can sell at a loss and redeploy the funds elsewhere.

c'est la vie!

Thank you for the great service, as always.

Q: Hi,
I added this one a while back in a TFSA, but find for a stock I though would be fairly consistent, it has some higher than expected drops - such as todays roughly 3% and a similar one about a week ago. Any thoughts on what might be prompting this? I also note the technical indicators of OBV and Accum/Dist continue to rise with price, leaving me think these drops aren't overly concerning, that this isn't the case with IBM since it's earnings drop. Do you think there is a 'caution' flag out on IBM? It doesn't seem to be holding up all that well post earnings, and I thought the earnings were OK. I'd welcome your thoughts on it as well. Feel free to consider this two questions - and thanks for your continued work on our behalf!

Q: What do you think is going on with CSU.?

Q: Hello,
I know you have answered many questions on this subject but can i get more clarity please? First, are you able to add the symbol BMNR to your list. I chose SBET as you have that in your list. When i look at price of bitcoin for last 5 years, it has gone up alot. However, MicroStrategy's return over the same period is much higher (it holds bitcoin). How could the difference be so diverse. I am wondering if i should go with sbet and bmnr (equal amounts) as opposed to Ethereum etfs.. Please comment and if you feel the etf route is best , what are the elf's you suggest in cdn $ for bitcoin and Ethereum?

Q: I am a Cyberark shareholder. Would you kindly provide your thoughts on Palo Alto’s takeover proposal including the deal structure (2.2 Panw shares and $45 cash). I find it odd that Cybr’s closing share price today ($411) is approximately $16 below the value of the Panw offer (Panw closed today at $173.60).

Q: I have some money avalible for a long term investment in my TFSA and was thinking of adding to Crowd Strike or starting a position in Palo Alto. Crowd strike has done very well but looks more expensive on a valuation bases. what would be your advice?

Doug