Q: I don't see anything posted on last night's results so I will ask for your comments on the quarter
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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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Broadcom Inc. (AVGO $324.63)
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Micron Technology Inc. (MU $181.60)
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NVIDIA Corporation (NVDA $183.16)
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MKS Inc. (MKSI $121.26)
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ASML Holding N.V. (ASML $936.19)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $280.66)
Q: I own Broadcom and was wondering what tech/semi stocks you would recommend to compliment the name? Thanks!
Q: I’ve been holding this for about a year. Share price has recently returned to my cost. Would you keep holding or move on to more exciting opportunities?
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ARK Innovation ETF (ARKK $86.52)
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ARK Genomic Revolution ETF (ARKG $30.35)
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ARK Autonomous Technology & Robotics ETF (ARKQ $115.95)
Q: Which 3 ark investments would you buy today in order of preference for medium length growth
Q: with the share rally this is now a 16 billion market cap and CSU a 45 billion market cap does this add up or has TOI run too far too fast and does CSUlook better today? Thx
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NVIDIA Corporation (NVDA $183.16)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $211.39)
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Aritzia Inc. Subordinate Voting Shares (ATZ $86.00)
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Roku Inc. (ROKU $92.02)
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CrowdStrike Holdings Inc. (CRWD $493.66)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Upstart Holdings Inc. (UPST $48.58)
Q: I want to add to my growth portfolio.
2 full positions.
What would you recommend today ?
I have light speed and go easy already.
If you could recommend 4 or 5 ideas - that would be great
Thanks
Paul
2 full positions.
What would you recommend today ?
I have light speed and go easy already.
If you could recommend 4 or 5 ideas - that would be great
Thanks
Paul
Q: LSPD has had quite the run recently. Not worrying about position size would you be taking some off the table here? Or let it ride for a bit longer. Say $160?
Q: Did very well ! Bought large at IPO. SELL partially or let it run ? Thanks
Q: Any reason for the volatility in this company this morning?
Thanks
Dave.
Thanks
Dave.
Q: i own 5000 magt shares and they have been a rocket ship on no news whatsoever.i have been slowly selling, now own 3000.
the fact is there are only a million shares available for trading out of 10 million outstanding.
my thesis is the main reason it has risen so much is very few shares available.
its in a hot space but it is not yet crowdstrike or zscaler -far from it.
and a fund raise has to be coming, same for nuvei.
can you comment.
dave
the fact is there are only a million shares available for trading out of 10 million outstanding.
my thesis is the main reason it has risen so much is very few shares available.
its in a hot space but it is not yet crowdstrike or zscaler -far from it.
and a fund raise has to be coming, same for nuvei.
can you comment.
dave
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Kinaxis Inc. (KXS $182.12)
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Cargojet Inc. Common and Variable Voting Shares (CJT $83.51)
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Topicus.com Inc. (TOI $140.00)
Q: Good afternoon, I have a 33% equal split of KXS,CJT and BAM, within a TFSA. I had a good run twice with KXS over the past couple of years, and suspect it may be topping out shortly. Would you consider a switch to TOI to be a sound move. This is a growth portfolio.
Thanks for your always sound advice, Steve.
Thanks for your always sound advice, Steve.
Q: Hi,
Can you please comment on CRWD latest earnings and updated guidance ?
Is your opinion on this title remain bullish ?
Thank you
Can you please comment on CRWD latest earnings and updated guidance ?
Is your opinion on this title remain bullish ?
Thank you
Q: Hi team,
Can you give your thought on the quarter and if you would be a buyer today?
Thanks
Can you give your thought on the quarter and if you would be a buyer today?
Thanks
Q: Hi Peter
please comment on SPT Sprout Social on it's Q2 Earnings Call and the Outlook going forward as well is it buyable at the current price since it us over 200% in the last twelve months.
Thanks Ron
please comment on SPT Sprout Social on it's Q2 Earnings Call and the Outlook going forward as well is it buyable at the current price since it us over 200% in the last twelve months.
Thanks Ron
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Mastercard Incorporated (MA $557.48)
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Visa Inc. (V $343.65)
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Block Inc. Class A (SQ)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: Are NVEI and SQ’s payment platforms competitors of V and MA or complementary?
Thanks.
Thanks.
Q: I would like to take a position in this company but its had a huge run up. Would u wait for a pullback or take a position at this time? Txs Clare.
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Constellation Software Inc. (CSU $3,936.19)
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Kinaxis Inc. (KXS $182.12)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
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Topicus.com Inc. (TOI $140.00)
Q: Hi Peter and Team
I have followed 5i and my well diversified RRIF now has >20% Tech due to the growth of the 4 companies held. Until recently, only KXS was in the Red but now all 4 look great. Would you consider any for trimming back to keep sector less than 15% and where else should one go for any buy and hold at this record levels ?
Thanks for all the expert guidance!
Peter
I have followed 5i and my well diversified RRIF now has >20% Tech due to the growth of the 4 companies held. Until recently, only KXS was in the Red but now all 4 look great. Would you consider any for trimming back to keep sector less than 15% and where else should one go for any buy and hold at this record levels ?
Thanks for all the expert guidance!
Peter
Q: Am thinking of swapping either SQ or WELL for NVEI for more growth. What are your thoughts?
Peter
Peter
Q: What are your thoughts on MSFT, specifically their cloud computing sector of their business? I would assume that in the long run, eventually every company will be operating on the cloud. Seems like it's AMZN, MSFT and GOOG as the big 3. Does anything have a competitive advantage in this space at this time?
Thanks for all your great insights.
Marc
Thanks for all your great insights.
Marc
Q: What are your thoughts on SQ.US compared to NVEI.TO for growth
thanks
Peter
thanks
Peter