Q: The conversion merger of Loral and Telesat has finally been completed and what is your view of the merged company.
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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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First Trust ISE Cloud Computing Index Fund (SKYY $126.80)
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GLOBAL X FDS (BOTZ $34.07)
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Vanguard Information Technology ETF (VGT $736.95)
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ARK Innovation ETF (ARKK $76.79)
Q: Good morning Gentlemen,
Which 1 to 3 Active or Index US ETF (to buy), you will replace ARKK if you sell it. ?
Thanks
Best Regards
Which 1 to 3 Active or Index US ETF (to buy), you will replace ARKK if you sell it. ?
Thanks
Best Regards
Q: Do you have any insight into recent price action on Enghouse? There was a nice bump on sale speculation but since then it's not behaving well. Are you still constructive on Enghouse?
Thanks
Thanks
Q: thoughts on latest quarter , please and thank you
Q: Do you think Innoviz Technologies Ltd. (INVZ on NASDAQ) is worth investing in?
Q: What is your opion of the legal case that has just started against Lightspeed? Does it have any merit?
Q: Is this a good entry point for Topicus? In light of someone's recent question on it, it's trading effectively at 14X revenue. Isn't CSU cheaper on that basis?
Q: Why the recent drop in Salesforce?
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HIVE Digital Technologies Ltd. (HIVE $4.55)
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Hut 8 Corp. (HUT $55.35)
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Galaxy Digital Inc. Class A common stock (GLXY $34.97)
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Purpose Bitcoin ETF (BTCC $16.06)
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CI Galaxy Ethereum ETF (ETHX.B $14.90)
Q: Which of HUT, HIVE or GLXY would you recommend for a small speculative position? Or would you suggest a combination of HUT or HIVE plus GLXY assuming no material difference between the two bitcoin miners? Alternatively, is there a crypto ETF that you would suggest instead? Thanks.
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Salesforce Inc. (CRM $226.82)
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Atlassian Corporation (TEAM $146.45)
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Roku Inc. (ROKU $93.58)
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CrowdStrike Holdings Inc. (CRWD $506.82)
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Digital Turbine Inc. (APPS $4.58)
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Airbnb Inc. (ABNB $114.41)
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Upstart Holdings Inc. (UPST $39.02)
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Affirm Holdings Inc. (AFRM $66.89)
Q: If a guy were to start pecking away at these high growth tech names either Cnd or US that have been slaughtered the last while (especially the last couple days), which ones would you be looking at for a 5-10 yr hold?
Q: I sold REAL for a tax loss, but like the company long-term. Would you buy back in after 30 days, assuming it hasn't soared? Or would you move on to another tech growth stock? I am considering AT, but wonder if you have any other recommendations? I already have full-weight positions in SYZ, TCS and ENGH.
Q: Now that LSPD has crashed through $68, do you think it could fall as low as $50? Thank you.
Q: Which company do you have more confidence in for a long term hold? Thank you
Q: What did you think of Lightspeed’s Investor Day? It seemed to me that they insist that their technology and underlying business remain strong.
Q: So it seems that all stock sites show the incorrect market cap for Topicus because none of them include the 129.8M diluted shares yet. Yahoo finance shows the market cap being just under 5B, but I believe its closer to 11B euros. Which would mean that TOI trades at approx 15x to 16x Sales. Looking at CSU historically it never traded above 8X sales. Are my rough calculations accurate and if so TOI is trading at a heavy premium above where CSU ever traded yet they still have a lot to prove, where CSU has proven itself. Thoughts?
Q: Please comment on the quarterly results. Is the drop overdone? Would you add to an existing position? Thank you.
Q: Earnings released after close. Revenue growth appears very strong but loss increased. Can you comment on results and if the revenue growth trumps poor earnings. What do you see happening going forward. I'm warming up to QUIS. Is it a speculative buy?
Q: 3Q out for WeCommerce holdings. Looks like strong revenue increase, but large loss on EBITA. Can you please decipher results versus expectations and valuation?
Q: I’d like your thoughts on Clear Secure.
They’re hitting new 52 week lows as of late and have been cut in half since hitting $65.49, not that long ago.
Thnx 5i
They’re hitting new 52 week lows as of late and have been cut in half since hitting $65.49, not that long ago.
Thnx 5i
Q: USIO, at first glance, is one among many payment processing firms. Is it worth a long-term hold position? My portfolio is currently low in tech stock for valuation reasons.