Q: I'm considering a new position in MU and/or VRT. The latter has run up, the former hasn't recovered from the tech reversal. Would you favour either one for a new position, or if there is enough funds, would you try to own both? 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.
Q: Hi, With the stock's magnificent rally of 25%, Today, after the blow out results, would you consider trimming and rebalancing the SHOP weight in the Balanced Portfolio ( Should be 8.5%, I believe, now from 5.96%, Oct end ) ? Or, you would be comfortable with it and let it run ?
Thank You
Thank You
Q: Good day guys .
Yet another question about this name .. I know u like names with strong momentum and certainly this is the case here at the present time .. do u expect this price action to carry on here and do u believe the stock price will fall back to the low thirties when I bought or will it continue to chug along higher with some volatility on occasion .
Thx
Mark
Yet another question about this name .. I know u like names with strong momentum and certainly this is the case here at the present time .. do u expect this price action to carry on here and do u believe the stock price will fall back to the low thirties when I bought or will it continue to chug along higher with some volatility on occasion .
Thx
Mark
Q: Nvidia has grown to be just over 10% of my portfolio. That is getting a little high for me, I am thinking to bring it down to around 8%. Not sure whether to sell some prior to the earnings report or wait until after. Any thoughts?
Q: Please give initial comments on Shopify's quarter; thanks
Q: Thoughts on buying MU today looking ahead to expected 2025 revenue and EPS growth? Thank you
Q: Could you give me your take on Doximity earnings please?
Q: Hello Peter,
CSU's results did not beat estimates , yet stock is up. If other companies had similar results, the response in the market may not be that great. Is it due to constellation's history of being a good capital allocator? I saw this article on yahoo, link provided with an extract ,
"Toronto-based Constellation reported third-quarter financial results after the closing bell on Friday, booking a higher profit on an annualized basis, topping analyst expectations. Revenue for the three months ended Sept. 30 fell shy of estimates, while rising nearly 20 per cent year-over-year to US$2.5 billion."
https://ca.finance.yahoo.com/news/dubbed-canadas-berkshire-hathaway-constellation-softwares-stock-seen-hitting-new-all-time-high-162056191.html
Question,
Could you explain the higher profit that exceeded the estimates in the above extract? Thanks very much
CSU's results did not beat estimates , yet stock is up. If other companies had similar results, the response in the market may not be that great. Is it due to constellation's history of being a good capital allocator? I saw this article on yahoo, link provided with an extract ,
"Toronto-based Constellation reported third-quarter financial results after the closing bell on Friday, booking a higher profit on an annualized basis, topping analyst expectations. Revenue for the three months ended Sept. 30 fell shy of estimates, while rising nearly 20 per cent year-over-year to US$2.5 billion."
https://ca.finance.yahoo.com/news/dubbed-canadas-berkshire-hathaway-constellation-softwares-stock-seen-hitting-new-all-time-high-162056191.html
Question,
Could you explain the higher profit that exceeded the estimates in the above extract? Thanks very much
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Canadian General Investments Limited (CGI)
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Open Text Corporation (OTEX)
Q: Hi 5i,
I really like your creation of DOCCKS through amalgamating those 6 Canadian names, and the comparative 5 yr history you've put together of some salient numbers.
I think it might be helpful to also see where the money comes from, and wonder if you would also be able to break down the geographical origin (percentagewise) of each company's revenue and, further, compare those results to the net profit, FCF etc resulting from each geographical source of revenue?
Thanks 5i,
Peter
I really like your creation of DOCCKS through amalgamating those 6 Canadian names, and the comparative 5 yr history you've put together of some salient numbers.
I think it might be helpful to also see where the money comes from, and wonder if you would also be able to break down the geographical origin (percentagewise) of each company's revenue and, further, compare those results to the net profit, FCF etc resulting from each geographical source of revenue?
Thanks 5i,
Peter
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Descartes Systems Group Inc. (The) (DSG)
Q: What would be your favourite 3 Canadian tech stocks that have consistent growth potential.
Thanks Tom
Thanks Tom
Q: The shares of CHKP had a significant drop recently. Was there anything in the last quarterly report that spooked investors? Does the current price offer a buying opportunity?
Many thanks for your thoughts.
Ian
Many thanks for your thoughts.
Ian
Q: Please comment on the latest quarterly results. Buy, Hold, Sell?
Q: CLS has had a strong run since their latest results. At today's price would you consider it a buy, hold or sell and what is your reasoning for the rating? Thanks so much!
Q: Hi, Could you please comment on CSu earnings. Thank you
Q: Hi 5I,
If lspd is able to take itself private at what price would you expect a deal to be successful?
What is the Capital Analyst day? I read that this event was postponed. Do you know if is this correct and if it is correct what would you expect the reason would be?
thx
If lspd is able to take itself private at what price would you expect a deal to be successful?
What is the Capital Analyst day? I read that this event was postponed. Do you know if is this correct and if it is correct what would you expect the reason would be?
thx
Q: Hi, Could you please comment on EPAM earnings. Thank you
Q: Please comment on CGI results. Did they beat expections?
Q: I've looked over your recent comments and wonder if your opinion on this company has changed. I'm considering a tax loss and perhaps buying it back later, unless you have a different suggestion.
Thanks as always.
Thanks as always.
Q: If these stocks are all buyable today, in what order would you but them today based on price and conviction. Thank you for the service you provide.
Q: What stands out for you in VERX’s recent quarterly report? Any red flags? How much room does VERX have to grow their business over the next 2-3 years? Thank-you.