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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.

Q: TCS began its recent ascension in early Sep at $26.50,reaching a peak of $42.50(1 yr H) on Oct 22,then started decension till Nov 15 @ $33.59.($34.86 on Nov 20.) What is its record of Q results vs estimates? Is it time to establish a position or wait after its Q report on Dec 2? Note that U have recent favourable comments. Txs for u usual great services & views
Read Answer Asked by Peter on November 23, 2020
Q: Wanting to get involved in the TaaS movement. Do you think it would be wise to invest in APTV and NVDA as the suppliers of parts for electric vehicles or to stick with investing in the completed car, and if so which one, or some of each.?
Read Answer Asked by Bonnie on November 23, 2020
Q: Hi there,
From my understanding these two companies are similar. Of course MGNI is smaller, soaring and according to MS is at fair value. While TTD is double MS fair value.

It was mentioned that TTD would have been Peter's Top Pick #4 on the last BNN visit.
So given all this... would you suggest MGNI (I have a 1/3 position already) or TTD? Many thanks.
Read Answer Asked by Mary on November 20, 2020
Q: Hi folks. Thank you for all your expertise. I have SNOW and would like to either add CRWD OR PANW but was wondering if they are similar to SNOW. Can you please advise if it's worth one or just stick with SNOW. Thanks Dan
Read Answer Asked by Daniel on November 20, 2020
Q: Are you familiar with this company and its transaction with Golden Nugget Online Gaming? Would this be a good buy or a speculative buy?

Craig
Read Answer Asked by Craig on November 20, 2020
Q: Is there a great deal of difference between ayx and pltr in terms of what they do?
How much does ayx deserve to be in the penalty box for their recent results/outlook? You seem to have cooled off on this name considering recent answers.
Thanks
Read Answer Asked by mike on November 19, 2020
Q: I own a full position in FTNT and in RPD in a registered account. The holding is for 10 years +++ Would you be inclined to switch one of the two for CRWD , which one and why? There would be no fees associate to the trade (no tax implication and trading fees are not significative relative to the size of the position)
if not, why?
Read Answer Asked by Olivier on November 19, 2020
Q: This question is about MTRX or Loop Insights on the TSXV. It doesn't seem to be in your system when I entered the ticker.

Loop Insights is getting a lot of chatter amongst the self-directed crowd on Reddit and the stock price is rocketing up accordingly.

Is this company legitimate? Is there great potential here? Or is the stock price a pump?

Cam.
Read Answer Asked by Cameron on November 19, 2020
Q: I have owned AYX for a year - its been an exciting ride with the stock peaking 66% higher than its current price (I did not sell) I find myself back to where I started. In your view, how much of this volatility is due to management erring on the side of conservative guidance and thus tempering market enthusiasm and how much is a reevaluation by the street that perhaps there are better growth opportunities out there. Since it is part of my US High Growth portfolio, I am perfectly fine with the volatility if it is still on track. My question is, if this were in your US High Growth portfolio would you be keeping it or replacing it with a higher conviction name. If your answer is to replace it, what would be your top 2 names.

Many Thanks
Scott
Read Answer Asked by Scott on November 19, 2020
Q: Hi,
This is a hypothetical question, but out of the four stocks listed, which one would you consider that has the potential to be the next Shopify, or is there another that I have not listed?

Thanks
Read Answer Asked by ilie on November 19, 2020
Q: Engh had a news release today -
"Videoconferencing solutions provider sees 1349% pandemic-led surge in mobile usage, WebRTC implementation and brings on veteran SVP"
The VIDYO segment was noted as a driver of earnings in their last Q, my question then could this news imply the coming Q numbers will continue to rise based on this area of growth? Is this a buy signal?
Read Answer Asked by Harry on November 19, 2020
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