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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: Now that Powell has come out with a higher-for-longer interest rate plan at Jackson Hole, any thoughts on when high growth tech shares might finally begin to recover? 6 months? A year? Two years? Thx.
Read Answer Asked by Michael on August 31, 2022
Q: If I wanted to buy stock in a Canadian software company with general information management services for business and a cyber security arm, is OTEX a buy given it’s being beaten down over its new acquisition. Or, are there better companies to consider in the current market? If there are, what are the better options in your view?
Read Answer Asked by Bob on August 30, 2022
Q: Hi guys
Thanks for your initial comments on the Open Text aquisition. I have been a holder of Open Text for quite a while and this new acquisition seems a little out of the ordinary for them. Out of their seDy as she goes approach. Can you comment on their success in turning around companies with declining revenues in the past. As well on the quality of management. I know Constellation would be at the top of your list in terms of skill of management; where does Open Text's management fall?

Much thanks

Stuart
Read Answer Asked by Stuart on August 29, 2022
Q: Hello, My loss on these stocks varies from 25% to 65%.. As I get ready for year end losses, which ones may have some life? and which ones to sell.
Thanks
CR
Read Answer Asked by Carlo on August 29, 2022
Q: Hi 5I, I currently own Topicus,Lspd and Shop. Down on all 3 and am considering taking a loss on 1. Any preference on which one? Am thinking of replacing one of the 3 with NVEI. Thoughts and if your wouldn’t mind ranking. Thanks
Read Answer Asked by Tyler on August 29, 2022
Q: How about buying chips making companies? Which one do you like?
Lorraine
Thank you
Be happy.



Read Answer Asked by Lorraine on August 26, 2022
Q: What are your semiconductor companies?
Thannk you Lorraine
Read Answer Asked by Lorraine on August 26, 2022
Q: Good afternoon,

I'd like to increase my tech exposure.

What would be a safe weighting in your opinion of these two companies.

CSU, GOOG.

Could you please provide a decent, good and best entry point.

Thank you very much.
Read Answer Asked by Adam on August 25, 2022
Q: I am trying to compare valuation metrics on these two companies. With ASML we have RoE of 57%, P/E of 36, price to sales of 9.7
With MKSI we have RoE of 19.3%, P/E of 10.9, price to sales of 2.3
With these wildly different ratios can you help with comparisons. What numbers would you suggest for evaluation these two companies... which one holds the best reward for an investor?
Read Answer Asked by Harry on August 23, 2022