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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: I've noticed that SHOP has consistently made lower lows and lower highs over the last 6 months. It's a high flier and I don't completely understand the company but do have it as a holding.
Is the revenue growth slowing? Is there any reason to be concerned?

Completely different stock but BNS has been consistently making lower lows and lower highs for the last year. Looking deeper at the chart, I see that the stock did nothing for 5 years from 2011 to 2016 (admittedly, comparing a peak to a trough) Canadian Banks have generally become accepted as a 'no brainer' investment based on the monopoly and returns over the last 30 years. Most industries seem to get disrupted over time, is it reasonable to expect Canadian Banks to have the same growth over the next 10/15/20 years?

Thanks!
Read Answer Asked by Steve on October 22, 2018
Q: ATVI - Milan on October 15 questioned about ATVI and you said it was fine to buy. Also on October 15 there was an article that ATVI along with a joint venture with other companies were going to put 500 Veterans to work. Following that, over the next 2 days the stock dropped over 10%. Your thoughts on this drop.
TEAM - On October 19 John asked a question about the quarterly results, and you indicated you were fine with the results. Over the next 2 days, the stock dropped over 10%. How come?
Would I be better to sell ATVI and TEAM and add it to my holdings of ILMN and SQ? Thanks Dennis.
Read Answer Asked by Dennis on October 22, 2018
Q: Question 1 - TEAM has announced quarterly results and can you comment this.

Question 2 - There is reference to IFRS and Non IFRS financial information.
I find this confusing. On one basis the results appear good, on the other not so good. I feel more comfortable with the Non IFRS reporting. Can I discount discount/ignore the IFRS method or is this the wrong thing to do.
Appreciate your guidance.
John
Read Answer Asked by John on October 19, 2018
Q: How would rank the stocks on straight growth prospects over the next 6 months ( High risk to Low risk ) thank You Claude
Read Answer Asked by Claude on October 17, 2018
Q: Hi Peter/Ryan,

Are any of the below tech stocks a good buy or they are still overvalued.

AAPL
GOOG
MSFT
NVDA
QCOM
V
CSCO
TXN
ADBE

Thanks for your great service.

Thanks
Ninad
Read Answer Asked by Ninad on October 12, 2018
Q: Based on Moez's comments this morning, what are 3 Canadian and 3 US names you would be keen to add to on this sell-off now and/or if it extends lower?
Read Answer Asked by CAMERON on October 12, 2018
Q: SHOP and SQ seem to have a lot of features in common wrt their digital commerce platforms.
Do you have a preference for one over the other or should one simply hedge the situation by holding equal positions in both?
And also, are there any competitors out there that could significantly interfere with their high growth rates.
Thanks - James.
Read Answer Asked by James on October 12, 2018
Q: Hi team,
I like SQ and I know it is one of your favourites. It had a big sell-off, with all other tech, but now has the CFO leaving. I always liked Sarah Friar as I thought she was a real driving power behind SQ. To me, she is not just your everyday CFO. She knew what to say to the markets. For example, she would tone down Dorsey when he went too far over the top on crypto transactions earlier the year. As you know, Dorsey is also CEO of TWTR and splits his time half and half between SQ and TWTR. The market was not overly concerned with this arrangement as long as Friar was there for SQ. With a weaker management team now and given the TWTR onus also on Dorsey, does this temper your outlook for SQ?
Thanks again,
dave
Read Answer Asked by Dave on October 11, 2018
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