Q: Crypto currency seems on the rise. Good short article today in Barron's. This is a real threat to visa and mastercard business models. I would not want to own those stocks. On the other hand, Versa bank (vb) should benefit and they are about to get us broker coverage with their pending Nasdaq listing. It could see a huge increase in share price. Gosh the company even makes good money.
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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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PayPal Holdings Inc. (PYPL $60.56)
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Block Inc. Class A (SQ)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Upstart Holdings Inc. (UPST $39.02)
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Affirm Holdings Inc. (AFRM $66.89)
Q: Good Morning, Would you consider adding to each of these holdings at this time, and it what order? Thank you for your great service!
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Apple Inc. (AAPL $275.92)
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Amazon.com Inc. (AMZN $226.28)
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Microsoft Corporation (MSFT $474.00)
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Sea Limited American Depositary Shares each representing one Class A (SE $136.38)
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Armor Minerals Inc. (A $0.45)
Q: Hello Team,
Could you rank these securities in terms of growth going forward, strength of business and safety.
Thank You,
Barry
Could you rank these securities in terms of growth going forward, strength of business and safety.
Thank You,
Barry
Q: Is Nuvei a buy at current valuations or is it better to wait for a pullback? Is there any disadvantage to buying shares in US currency (NVEI.U)?
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Constellation Software Inc. (CSU $3,382.96)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
Q: Which of the two would you buy today for
longterm growth?
Thank you
longterm growth?
Thank you
Q: There is some speculation that the president of CRWD may be involved in the Sussman indictment and could be in legal jeopardy. Do you think such a scenario would hit the stock price significantly?
Q: I currently hold Paypal. I see from other posts that you favour SQ. These companies compete in the same space essentially although I believe SQ uses smaller merchants than PYPL currently. Would you move a position from Paypal to Square?
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Asana Inc. Class A (ASAN $12.20)
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Topicus.com Inc. (TOI $125.34)
Q: Hi,
I have a small amount of funds available to invest inside my TFSA. I already hold a small position of TOI (26 shares) and really like the company. I'm looking to either: add to the TOI position, or start a new position in NVEI or ASAN. They all seem quite pricey with current valuations (with NVEI and ASAN rising sharply in the past few days). Based on current valuation, which do you prefer for a minimum 5-year hold. Risk tolerance high.
Thanks
I have a small amount of funds available to invest inside my TFSA. I already hold a small position of TOI (26 shares) and really like the company. I'm looking to either: add to the TOI position, or start a new position in NVEI or ASAN. They all seem quite pricey with current valuations (with NVEI and ASAN rising sharply in the past few days). Based on current valuation, which do you prefer for a minimum 5-year hold. Risk tolerance high.
Thanks
Q: Hello, your thoughts on the recent rally in Palantir please. I read that it has broken some kind of technical resistance but there was also an announcement of a partnership with wejo. Any insight would be appreciated. Thank you.
Q: Skylight Health Group recent ongoing acquisitions and overall company performance .... would you comment on buying at this price ..thx
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PayPal Holdings Inc. (PYPL $60.56)
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Block Inc. Class A (SQ)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Affirm Holdings Inc. (AFRM $66.89)
Q: While I am partial to PYPL, I would like a second opinion from you on these fintechs. Please rank them as the most suitable one for a buy and hold for a long term in a RESP account. Thanks.
Q: Are Thinkific and Docebo competitors? I understand what Docebo does but I am not sure Thinkific does exactly the same thing.
Q: Could you comment on VQS recent announcement of the Registered Direct Offering, its recent drop in share price and its prospects going forward?
Thanks for your service
Thanks for your service
Q: We would appreciate your opinion and outlook on Kimball Electronics Inc. (KE:US).
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CAE Inc. (CAE $36.61)
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Enghouse Systems Limited (ENGH $19.97)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $61.53)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.37)
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Dye & Durham Limited (DND $2.99)
Q: Just sold DND today and looking to increase tech exposure as I'm now underweight techs and industrials. Currently own LSPD and ENGH. Please suggest 2 for each industry. No US exposure. Would you buy XQQ at this point?
Thank you
Thank you
Q: As an owner of both the above companies, I wonder your thoughts of ENGH going after STC via acquisition for the UCaaS software, and spinning off the rest of the hardware and services side?
It's not their style, but I think value could be had for both here. ENGH could use debt to finance it, and use the proceeds of a spinoff to pay down / off debt.
Would a transaction like this make sense? I personally would love to see ENGH make larger buys given their cash generation.
UCaaS seems like a good opportunity to braoden for them.
Just trying to get both of these companies going again....
It's not their style, but I think value could be had for both here. ENGH could use debt to finance it, and use the proceeds of a spinoff to pay down / off debt.
Would a transaction like this make sense? I personally would love to see ENGH make larger buys given their cash generation.
UCaaS seems like a good opportunity to braoden for them.
Just trying to get both of these companies going again....
Q: Hello 5i,
I am not thrilled with QCOM YTD -10%. NVIDIA +70% GOOGLE +64%
Do you think more patience is required or NVIDIA would be just a much better company at this point going forward? I am looking for growth and don't care (great deal) about the dividend (although it is nice to have). I know the valuation risk is different but it was the same risks in January yet the results speak for themselves.
I am not thrilled with QCOM YTD -10%. NVIDIA +70% GOOGLE +64%
Do you think more patience is required or NVIDIA would be just a much better company at this point going forward? I am looking for growth and don't care (great deal) about the dividend (although it is nice to have). I know the valuation risk is different but it was the same risks in January yet the results speak for themselves.
Q: Could you comment on earnings release, good year over year comparisons- revs, earnings, EBITDA but are they growing, how could one assess the market or opportunity going forward?
Q: I am thinking of buying apple and microsoft.
Is this a good time?
Is this a good time?
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Fortinet Inc. (FTNT $79.77)
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Rapid7 Inc. (RPD $14.20)
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Tenable Holdings Inc. (TENB $25.68)
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CrowdStrike Holdings Inc. (CRWD $506.82)
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Cloudflare Inc. Class A (NET $193.99)
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Ping Identity Holding Corp. (PING)
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Sumo Logic Inc. (SUMO)
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McAfee Corp. (MCFE)
Q: can you comment on each of the following, cybersecurity companies, in terms of which are likely to show the strongest growth in 1-2 years, with minimal likelihood of a pull back.