Q: Your opinion of FIVN please.
I know you like RPD. Of the two. which do you prefer?
Really appreciate your service.
I know you like RPD. Of the two. which do you prefer?
Really appreciate your service.
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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: May I please have your latest view on GRUB? I note DoorDash has very recently surpassed it as the top on-demand food delivery service in terms of dollars spent, and its increase in share seems to have come almost entirely at GRUB's expense. I have only a very small position, made much smaller over the past few months. Time to move onto one of the many better (or better behaving!) opportunities out there?
Q: I still see considerable upside here looking out 1-2 years. What are the biggest risks facing the company?
Q: Is Alya plays into same space as CGI? Please comment current status of Alya? Debt, ownership, cash flows? Would you buy at current price ? Your thoughts please, thanks always.
Q: Hi Peter, would you have information about this co. Would you buy FFIV or CRM? Thanks. Alnoor
Q: I know that Sierra Wireless has under performed for ages. Do you think a turn around is imminent? I'm hoping my recent purchase is a winner.
Q: Concerned that blocks of shares in 100,000-150,000 chunks are being slowly fed into the market as though someone is slowly selling a huge position or is trying to keep a cap on any upward demand on the stock. Any idea what is going on and why?
Q: I jumped on this IPO during the initial feeding frenzy. Was it a mistake?
Q: Nutanix had a big drop at the end of February. Is it
a buying opportunity? What are the pros/cons on this
company? Thanks
a buying opportunity? What are the pros/cons on this
company? Thanks
Q: Why did NV5 drop on Friday
Q: I would appreciate your opinion of MIME.
Thank you, Peter
Thank you, Peter
Q: I
May I have an updated opinion of CDAY.
May I have an updated opinion of CDAY.
Q: UPWK has certainly seen it's stock price rising and is now considered quite overvalued. However, it has established a solid base of business and seems 'right for the times'. Your view?
Q: How much more upside do you see in this name (Shopify) and now does it being added to the index bode for near term upside? To what extent will it rally with ETFs and what not accumulating it through index funds? Thank you.
Q: I see this companies stock had quite a surge. Do you have an opinion on it???
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Enghouse Systems Limited (ENGH $19.97)
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Open Text Corporation (OTEX $47.02)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
Q: I was considering selling Enghouse based on the most recent earnings report and buying either Shopify or Open text.
Q: Any reason for the sharp uptick in the share price today?
Q: In a post last week you noted that OTEX insiders own 2.2% of the company. This does not appear to be a significant amount. Thus, I was a little concerned to see that OTEX made the top 5 list for net insider selling on the Canadian Insider website, with over 200,000 shares sold. Do you think there is reason to be concerned?
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.37)
Q: Hi,
I'm currently holding SHOP with a large gain and the position is close to 10% of my portfolio. What do you think about trimming that position and investing some of the profits into LSPD currently? Would you wait a quarter first before buying LSPD or average into the position over the next year? Also these two companies operate fairly similar, what are the main differences?
Thank you!
I'm currently holding SHOP with a large gain and the position is close to 10% of my portfolio. What do you think about trimming that position and investing some of the profits into LSPD currently? Would you wait a quarter first before buying LSPD or average into the position over the next year? Also these two companies operate fairly similar, what are the main differences?
Thank you!
Q: could you add this symbol? what is the outlook, for this company and stock? it seems to have some interesting features.