Q: On a scale of one to ten, with ten being riskiest, what would you rate these two tech stocks at in a two to five year window disregarding any orher factors, thanks?
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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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Constellation Software Inc. (CSU $4,470.99)
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Enghouse Systems Limited (ENGH $22.61)
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Topicus.com Inc. (TOI $176.83)
Q: Choosing between ENGH, TOI or CSU, what will be the name to add to at the moment?
Q: Good morning, any specific reason why this stock is dropping
Thanks,
Peter
Thanks,
Peter
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NVIDIA Corporation (NVDA $179.81)
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QUALCOMM Incorporated (QCOM $156.42)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM $235.59)
Q: Taiwan is in worst drought in decades. TSM is in Taiwan and much water is needed to make Chips. Should I sell TSM and purchase another Chip Company. What company should I purchase NVDA, AMD, MRVL, QCOM, INTC ?
China is also a threat to Taiwan and is currently sending War Planes over Taiwan. This is another problem facing Pres. Biden.
RAK
China is also a threat to Taiwan and is currently sending War Planes over Taiwan. This is another problem facing Pres. Biden.
RAK
Q: Took a flyer on them recently at 1%, what do you think of them and would appreciate your analysis.
Thanx Gary
Thanx Gary
Q: I am wondering about the level of acquisitions by Topicus. $20 million (Canadian) seems like not enough for the last quarter for a $12 billion dollar company. Do you have any info on how much was spent on acquisitions in the last couple of years? How does this amount compare relative to Topicus’ size with respect to Constellation Software?
Q: Please provide your comments on their earnings. Do you see any potential for future growth? How likely is it that Apple will actually pay? I am thinking of selling and adding to Photon. Would this be a good move? Thank you.
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Amazon.com Inc. (AMZN $227.94)
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Meta Platforms Inc. (META $753.30)
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Alphabet Inc. (GOOG $209.16)
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DocuSign Inc. (DOCU $73.94)
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CrowdStrike Holdings Inc. (CRWD $418.83)
Q: Hi,
I would like to trim down my tech holdings in my portfolio. How would you rank these overall in terms of long term growth considering valuation, size, risk, etc... I would like to reduce the holdings, add to TOI and balance out other sectors that are low such as energy and materials. Do you see any overlap in these holdings? Which could you see go here or consolidate? Thanks!
SHOP 5.25%, KXS 3.46%, LSPD 4.64%, CSU 3.06% , DOCU 1.01%, NVEI 0.96%, TIXT 1.17%, CRWD 1.41%, AMZN 0.76%, GOOG 1.78%, FB 0.97%
I would like to trim down my tech holdings in my portfolio. How would you rank these overall in terms of long term growth considering valuation, size, risk, etc... I would like to reduce the holdings, add to TOI and balance out other sectors that are low such as energy and materials. Do you see any overlap in these holdings? Which could you see go here or consolidate? Thanks!
SHOP 5.25%, KXS 3.46%, LSPD 4.64%, CSU 3.06% , DOCU 1.01%, NVEI 0.96%, TIXT 1.17%, CRWD 1.41%, AMZN 0.76%, GOOG 1.78%, FB 0.97%
Q: Hi Peter and Team,
Do you think it is ok to add at this price?
Your opinion is much appreciated!
James
Do you think it is ok to add at this price?
Your opinion is much appreciated!
James
Q: Hello Team
Do you have a preference for one over the other and why?
Regards,
Barry
Do you have a preference for one over the other and why?
Regards,
Barry
Q: Would like your opinion on Kinaxis. Is it a buy at today’s price? What contributed to the drop in share price? Can we expect better growth in the coming months? Should I sell or buy more shares at this time? Thanks for you response!
Rossana..
Rossana..
Q: Would you consider this company current price a good entry for initial investment?
Does this company has a reasonable outlook for growth in the current markets environment?
Does this company has a reasonable outlook for growth in the current markets environment?
Q: Like many others, I've been taking a bath on Pinterest the last few weeks. Is your recommendation still to ride this out assuming a <5% portfolio weighting?
Q: Can you please comment on the big drop in LSPD today.
Q: Thoughts on the quarter and the pending departure of the CFO ? I'm down 45% since my purchase in mid-February ...timing couldn't have been worse...
Is the current drop today of 22% overdone ?
Add, Hold, or Sell ?
Is the current drop today of 22% overdone ?
Add, Hold, or Sell ?
Q: FROG is way off its IPO price, at this level does it change your calculus on the stock?
Thanks for everything you do.
Thanks for everything you do.
Q: Can you contrast revenue growth and free cash flow growth between these two companies and their relative valuation? Thanks.
Q: Is there something wrong at crowdstrike. Stock down $30 in a few days. I bought it at the high and am wondering if it’s worth holding on.
Q: what does the market expect from CSU today?
Q: John asked about QUIS this morning and the "breakout report" was an article in the Globe & Mail May 3. Here is a link: https://www.theglobeandmail.com/investing/markets/inside-the-market/article-mondays-breakouts-a-stock-thats-rallied-39-in-2021-with-a-further-gain/