Q: Please give your thoughts on LOGI and HOOD at their current valuations. Thank you.
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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.
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NVIDIA Corporation (NVDA)
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Salesforce Inc. (CRM)
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Honeywell International Inc. (HON)
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BRP Inc. Subordinate Voting Shares (DOO)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Block Inc. Class A (SQ)
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goeasy Ltd. (GSY)
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Roku Inc. (ROKU)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Assuming we are due for a rebound, can you provide your top 5 Canadian and top 5 US growth stocks that you would be buying today for a 3 year hold. Any commentary would be helpful.
Thanks for all your great advice.
Thanks for all your great advice.
Q: Sangoma is an interesting case. Undertook a huge acquisition, with revenues massively increasing. Operating costs increased massively however, resulting in larger net earnings losses compared to before the acquisition. My questions:
1) was the acquisition wise in retrospect?
2) how easy is it to get out of this pickle of larger losses?
3) is this an example of management getting compensation for the large acquisition, but not an apparent benefit to shareholders?
4) is Sangoma a good five year hold here, or what would you look for in its earnings to make it a good investment?
Thx
1) was the acquisition wise in retrospect?
2) how easy is it to get out of this pickle of larger losses?
3) is this an example of management getting compensation for the large acquisition, but not an apparent benefit to shareholders?
4) is Sangoma a good five year hold here, or what would you look for in its earnings to make it a good investment?
Thx
Q: when NVEI earnings are announced please comment and analyse.
Thank you.
Sheldon
Thank you.
Sheldon
Q: Does the recent earnings release provide some clarity on EPAM short and longer term? Would you consider it a buy? Thank-you
Q: With the share price depressed, I would imagine management would not want to issue equity for acquisitions as it would be too dilutive. In light of this, does Converge have enough cash flow to hit the 5 billion run rate in revenue for 2025? Or are acquisitions going to be largely debt financed? If debt financed, do they earn enough on these to overcome high interest rates and cost of capital? Thanks.
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Analog Devices Inc. (ADI)
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Applied Materials Inc. (AMAT)
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Broadcom Inc. (AVGO)
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Intel Corporation (INTC)
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KLA Corporation (KLAC)
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NVIDIA Corporation (NVDA)
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Marvell Technology Inc. (MRVL)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: Greetings 5i,
What are your thoughts on INTEL? What are your thougths on the domestic tailwinds via Biden Administration and roughly 75B in federal support for domestic chip manufacturers? Seems almost like the industry is being considered a matter of national sercurity in the US and will back the chip makers. Are there other companies who stand to do well in this environment?
Cheers!
What are your thoughts on INTEL? What are your thougths on the domestic tailwinds via Biden Administration and roughly 75B in federal support for domestic chip manufacturers? Seems almost like the industry is being considered a matter of national sercurity in the US and will back the chip makers. Are there other companies who stand to do well in this environment?
Cheers!
Q: SentinelOne (S NYSE) Could not bring this up in your question search.
What is different about it than others in cybersecurity?
Is this a buy?
Thank you.
Thank you.
What is different about it than others in cybersecurity?
Is this a buy?
Thank you.
Thank you.
Q: 2 part question:
What did you think of PLTR earnings?
Also, any thoughts on the NVDA news release?
Thank You
What did you think of PLTR earnings?
Also, any thoughts on the NVDA news release?
Thank You
Q: Comments on their earnings please
Sheldon
Sheldon
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Constellation Software Inc. (CSU)
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Open Text Corporation (OTEX)
Q: Please give me 3 or 4 Canadian and US larger growthy stocks { ie safer } with good valuations to sweeten a diversified ETF portfolio return. Thank you
Q: Do you have any quick updates ? It jumped 20% on 3 Aug. Thanks
Q: May I have your comments on earnings please. OTEX
Q: Hello,
How certain are you that this deal will go through as stated? Also, in your opinion is this a fair deal for SW shareholders?
Thanks for your insight.
How certain are you that this deal will go through as stated? Also, in your opinion is this a fair deal for SW shareholders?
Thanks for your insight.
Q: Any idea why Telus shares can’t be owned by non-residents of Canada? My broker informed me that my T.TO shares will be converted to “Non-Canadian” shares which don’t trade. I can switch back to regular shares only when I want to sell them. I’ve never run into this before and have been non-resident >10 years.
I prefer Telus over BCE but should I just switch over to BCE?
I prefer Telus over BCE but should I just switch over to BCE?
Q: Could you please comments on ON's last quarterly results. Would you consider it to be a buy at this time? Is there another company in this sector that you would prefer?
Q: I believe your last answered a question on Porch in February 2021 when it was trading at + or -$20 and had very strong growth. Now that the stock is below two dollars, do you consider it good value or worth a medium/high risk purchase at this point
Q: Any reason for the big bounce back in ROKU since its big earnings drop last week? Are shorts covering? Or is there some news? Or are people realizing it might be oversold at this point?
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Meta Platforms Inc. (META)
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Roku Inc. (ROKU)
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Enthusiast Gaming Holdings Inc. (EGLX)
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Digital Turbine Inc. (APPS)
Q: Hello Peter,
In light of the quarterly performance of Meta and Roku, what is your short to medium term outlook for the 3 companies mentioned above? Will they still be candidates for overperforming in a recovery bounce when the market is done with the downward trend.?
Regards
Rajiv
In light of the quarterly performance of Meta and Roku, what is your short to medium term outlook for the 3 companies mentioned above? Will they still be candidates for overperforming in a recovery bounce when the market is done with the downward trend.?
Regards
Rajiv
Q: Hi, With recent recovery in the Tech sector, many stocks have seen nice bounce in their depressed share prices. Tech Companies with solid fundamentals, strong cashflow and low/no debt have been favoured by investors. CSU has also seen good strength lately, which is really encouraging. Topicus share price also has seen a mild recovery from its recent lows, but still continues to languish around $74- 75 level. Could you assign the possible causes of lack of investor interest in TOI, which was a darling, not so long ago and follows the same business model as its parent Constellation Software ? Do you foresee some catalysts to break this trend which could help the stock to recover sooner to let's say $90-$100, and if so a possible/reasonable time frame. Thank you