Investment Q&A

Q: I got a little caught up in the hype on this one a few months back. Do you feel it is worth continuing to hold at these levels for the company prospects as it looks like the chart has broken down significantly? Thanks again.

Q: STM has been severely underperforming the US market indices, even underperforming other chip stocks. Do you know any reason why? Is there any reason to suspect that earnings will not be up to estimates?

Q: It appears US tech stocks are falling out of favour recently. Do you see this continuing? If so, what sector do you suggest and if you could suggest a couple stocks. Thanks

Q: Any thoughts on why Pivot Technologies dropped 10%+ today? Company specific news, or just the market? Do you see more possible volatility with this stock? Thanks.

Q: do you like this stock or is it just a hyped stock

Q: Good morning
In keeping with the theme of fewer positions and more concentrated portfolios (higher weights and fewer names you have mentioned in the past).
Which 5 US stocks would you recommend for a US TFSA and for a US RRSP?
Would these be different since tax treatment for these portfolios are different?
Thanks
Victoria

Q: Do you notice any short sellers attack on shopify recently? The price drop percentage on this counter is much higher than many other tech stocks in the last few days including some high valuation stocks. Any concerns that we are missing ? What is the expected third quarter EPS an EBITDA ? Thanks for your advice.

Q: Hello team,
What are your thoughts today on SHOP? Good entry point?
Thank you

Q: Hello,
Can you please suggest an ETF for the Nasdaq Index in Canadian dollars and unhedged? Please also provide the past performance and fees charged. If there are a few, please recommend the one that you think is better. Thank you in advance!
Rossana.

Q: Is this stock following Micron today? Would you add today?

Q: Hi team,
I have not asked about ROKU since May. I have a sizeable position in it as I like its prospects as a major platform provider in the TV streaming space. It has done well this year and every time I am thinking about trimming back, I read another article touting its takeout potential due to its attractive position in the space. There was an article in Barron’s this week speculating that ROKU is now big enough to interest any one of the big tech/media giants. Even AMZN is viewed as a potential buyer even though it is a competitor with its Fire TV services. I know you guys don’t like picking stocks for their buyout potential, but I am wondering about your current outlook on ROKU. It never shows up on your list of favourite U.S. growth stocks and subscribers ask that question almost every week. Is it on your B list?
Thanks again,
dave

Q: Please u take on 1)Recent Q results & going forward.It stated record revenue 2)$27.5m Bought Deal private placement of 5.5m shares @ $5..It was increased from original $20m a few hours later. 3Is this a good time to buy some? Thanks for u usual great services & views

Q: I am doing some tax loss harvesting . Would these be good candidates?
CGNX(-21%)
FB(-11%)
ROBO(-9%)

Q: I was following this company IOTS due to its positioning in the internet of things space. I was looking at the company balance sheet and it seems to have reasonable revenues yet a negative cash flow. Do you think this company is a reasonable small cap buy? Are there any other companies in this space you suggest buying instead?

Q: Could you please comment on the acquisition referred to in CSU'S press release this morning? The CEO must have deemed the acquisition material to the company.

Many thanks, Peter

Q: I noticed that insiders sold $51,322,547 worth of stock in the last 60 days. That would amount to well over a million shares in my opinion. Should I sell too?
Doug

Q: Do you think it is to late to buy this ETF. Are the best days behind it.
Thanks

Q: What do you think of buying TTD at this point? How much downside should I expect?
Thanks,
Issaku

Q: With regards to BB turning around and the wider Cdn investment funds’ appetite and need of investable tech companies within the TSX, is there play in this stock that way?

Q: Regarding Square, I encountered it twice in as many days recently. One was by a guy renting wet suits from his van at the beach. The other was a girl who runs her own small gift shop in Nova Scotia. I can see where it would continue to grow. It's so easy for both the business and the customer to do a transaction.