Q: Hi. What are your thoughts on SFTC's last quarter? Do you think it's a good time to start accumulating around this price? Thanks.
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Apple Inc. (AAPL)
-
Amazon.com Inc. (AMZN)
-
Meta Platforms Inc. (META)
-
Alphabet Inc. (GOOGL)
-
Microsoft Corporation (MSFT)
-
Visa Inc. (V)
-
Constellation Software Inc. (CSU)
Q: Hi Folks,
I currently own the above in my TFSA and non registered accounts as part of the "tech" sector - I would like your opinion as to whether you would add to any of them OR would this be a good entry point to buy CSU for some Canadian exposure.
Thanks
I currently own the above in my TFSA and non registered accounts as part of the "tech" sector - I would like your opinion as to whether you would add to any of them OR would this be a good entry point to buy CSU for some Canadian exposure.
Thanks
Q: would you describe these companies now more as GARP? what are there current P/E ratios P/S ratios and PEG ratios for the last 3 years what has been the lowest p/e. lowest p/s. and lowest PEG. please show how you calculate current PEG and why it can be a useful tool when determine value. many thanks Richard
Q: I currently hold the above in my TSFA, and under water. Please provide your comment as which if any I should add to, or should I be considering selling.
Your comments would be appreciated
Thanks
Rick
Your comments would be appreciated
Thanks
Rick
Q: HI 5I - I have a question about SHOP - It's hard to imagine how far it's come down - in your opinion will it be able to get back to where it was or is it continuing to go down.
Buy - Sell or Hold?
Thx - doug
Buy - Sell or Hold?
Thx - doug
Q: Crowdstrike seems to be falling a lot more than the market yet being in cyber security I would have thought it might have held up better. Can you comment on that one? I’m also holding unity at a tremendous loss and am wondering if I could have your thoughts on it as well. Thank you.
Q: Can you tell me your current thoughts on this company?
Debt? Inside ownership? Cash? Growth in revenue and relative valuation versus competitors?
Debt? Inside ownership? Cash? Growth in revenue and relative valuation versus competitors?
Q: Please comment on recent earnings. Thanks.
Q: 2.95 at the time of writing. Was staying strong at 3.40 for awhile. Last two days dropped to this new low outta nowhere. Is this most likely a leak before q4 this Thursday.
Q: Hi,
The last time you were asked for your thoughts about BB was a few months ago when it was trading for a shade over $12, and you rated it as one of your least attractive.
Have your thoughts changed after it has shed further 30% of its price?
I sold a small holding at ~$27.00 in Jan21 (after getting in at ~$13 in '18) during its meme-stock craze. I think it's susceptible to another such a run-up, given its legitimately-sexy reputation/past performance.
Question: Does BB's current price justify re-initiating a I-don't-care-if-it-goes-to-zero position of 3% of my otherwise-conservative portfolio (50% defensive, 30% cash, 20% fixed income)?
Thanks, and please keep up the good work.
The last time you were asked for your thoughts about BB was a few months ago when it was trading for a shade over $12, and you rated it as one of your least attractive.
Have your thoughts changed after it has shed further 30% of its price?
I sold a small holding at ~$27.00 in Jan21 (after getting in at ~$13 in '18) during its meme-stock craze. I think it's susceptible to another such a run-up, given its legitimately-sexy reputation/past performance.
Question: Does BB's current price justify re-initiating a I-don't-care-if-it-goes-to-zero position of 3% of my otherwise-conservative portfolio (50% defensive, 30% cash, 20% fixed income)?
Thanks, and please keep up the good work.
Q: Hi Team,
Is NVDA still one of your favorite top picks for growth 3-5 years out.
-25% YTD, where would you see the stock hitting good resistance levels and would you be comfortable buying today.
Thank you!
Is NVDA still one of your favorite top picks for growth 3-5 years out.
-25% YTD, where would you see the stock hitting good resistance levels and would you be comfortable buying today.
Thank you!
-
Meta Platforms Inc. (META)
-
Constellation Software Inc. (CSU)
-
Ulta Beauty Inc. (ULTA)
-
Oshkosh Corporation (Holding Company)Common Stock (OSK)
-
Electronic Arts Inc. (EA)
-
Aritzia Inc. Subordinate Voting Shares (ATZ)
-
Dick's Sporting Goods Inc (DKS)
-
Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: What are your favourite stocks at the moment with low PEG ratios, solid earnings growth and strong balance sheets for long-term holds?
Can you please give me your top 5 CAD and top 5 USD stocks with respective PEG ratios?
Thanks
Can you please give me your top 5 CAD and top 5 USD stocks with respective PEG ratios?
Thanks
Q: I held NUVEI in my TFSA account which is representing 10% holding. I am worrying it will crush on earning as many growth names are getting punished with even a slightly missing or weaken guideline. Would you agree to sell a portion before the earning date?
Thank you,
Thank you,
-
Alphabet Inc. (GOOGL)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
-
Digital Turbine Inc. (APPS)
Q: I know the environment is iffy, but with tech on sale, and other tech (also on sale) flush cash, when do the bigger fish start gobbling up the smaller fish, and what, in your opinion, is holding them back? Thank-you.
-
NVIDIA Corporation (NVDA)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
-
Docebo Inc. (DCBO)
-
Topicus.com Inc. (TOI)
-
Nuvei Corporation (NVEI)
Q: Two years ago, energy fund managers were pounding the table to buy oil and gas stocks.
Whoever listened did great.
Now tech prices continue to plummet. The prices are off 60-80%.
Should I pick a few and wait two years for a similar upsurge?
Would you buy shop, lspd, dcbo, toi, nvei or nvda and please rank them with a brief overview.
Thank you.
Whoever listened did great.
Now tech prices continue to plummet. The prices are off 60-80%.
Should I pick a few and wait two years for a similar upsurge?
Would you buy shop, lspd, dcbo, toi, nvei or nvda and please rank them with a brief overview.
Thank you.
-
Costco Wholesale Corporation (COST)
-
Alphabet Inc. (GOOG)
-
Microsoft Corporation (MSFT)
-
Lockheed Martin Corporation (LMT)
-
Enbridge Inc. (ENB)
-
TC Energy Corporation (TRP)
-
Fortis Inc. (FTS)
-
Premium Brands Holdings Corporation (PBH)
-
CrowdStrike Holdings Inc. (CRWD)
Q: Could I have your best single selection for both US and Canada for a conservative investor in these 7 sectors - energy, global defence, cyber, pipelines, utilities, consumer staples and defensive growth within software tech. Thank you for the help.
Q: Re: Cryptocurrency in general; Luna in particular
My colleague informed me a bit about the Terra "algorithmic stablecoin platform" with Luna as its default currency, which is pegged to the USD.
Notwithstanding the complexities around crypto, and the thousands of "coins" out there, what do you think about the case for investing in cryptocurrency in general, and Luna in particular, as a small part (no more than 5%) of a long term, buy and hold portfolio.
My colleague informed me a bit about the Terra "algorithmic stablecoin platform" with Luna as its default currency, which is pegged to the USD.
Notwithstanding the complexities around crypto, and the thousands of "coins" out there, what do you think about the case for investing in cryptocurrency in general, and Luna in particular, as a small part (no more than 5%) of a long term, buy and hold portfolio.
Q: Enghouse has been mercilessly and relentlessly whacked all the way back down to near its March 2020 covid-panic-selling lows, a feat unmatched by most of the hardest-hit tech stocks. At what point (price) do you think it could be considered attractive on valuation? I can withstand the volatility, but given its global exposure (especially Europe) do you think it is prudent to crystallize a 20% tax-loss on it at this point in time?
-
Enghouse Systems Limited (ENGH)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: This company is at March 2020 lows. Do you have conviction in this name or would you suggest putting sale proceeds into DSG, PBH or CAE for instance? I have plenty of IT exposure already. Thank you.
Q: Your thoughts on earnings released and overall on ENGH, please.