Q: Anything in the cc to account for the drop after the the jump at the opening?
Thx
Thx
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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: Would you add to shop here?
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Alphabet Inc. (GOOG)
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NVIDIA Corporation (NVDA)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Super Micro Computer Inc. (SMCI)
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Vertiv Holdings LLC Class A (VRT)
Q: Does this selloff in tech concern you at all to take down the broader market? Seeing big down moves lately in tech, such as SHOP, GOOGL, NVDA, SMCI, VRT, etc... Tech is my largest weighting for sector, should we be repositioning at all or how would you approach this to maintain profits. I've had a very good run, but hate take the stairs up and then seeing the elevator go down fast. Thanks!
Q: Do you still prefer Google over Csu at this time?
Thx
Thx
Q: Could you please comment on the earnings release and stock's valuation. Do you think market will take notice of the solid results and guidance, in light of the negative sentiment for a couple of days, surrounding AI related companies ?
Thank You
Thank You
Q: A fairly large move by VRT after earnings. Can I have your opinion? Also does this look like a buying opportunity?
Thank-you.
Thank-you.
Q: Vancouver-based Clio a leader in legal technology.
Are you aware of a public company that would be similar to Clio to invest in?
What does a leader in legal technology actually do?
A public company in another field of technology other than legal that has potential.
Thank you.
Are you aware of a public company that would be similar to Clio to invest in?
What does a leader in legal technology actually do?
A public company in another field of technology other than legal that has potential.
Thank you.
Q: CSU stock continues to power upwards and everybody seems to love it. This raises the possibility that it is, or will become, overbought. Can you suggest a sell-point and some metrics for determining when my csu holding should be lightened? If lightening, would you do this before or after Q2 report on Aug 7?
Q: What does the market expect from Topicus on Aug.1st?
Thx
Thx
Q: Constellation Software has impressively continued to climb to new 52 week highs. Topicus and Lumine have been pretty stagnant lately. Do you expect some share price action from Topicus and Lumine in the next 6 months?
Q: You seem somewhat concerned by the low level of cash for Luimine in the recent report and how under capitalized the business is. This along with the high EV/EBITA ratio. So we be concerned?
Thx
Thx
Q: What is you opinion on STC update release today? It implies revenue growth is returning for fiscal 2025 (as of July 1) and very low debt leverage less than 1.5 X EBITDA by yearend. Currently trading less than 1x revenues with big free cash flow, it seems like a good buy as new Management continues to execute its turnaround.
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Applied Materials Inc. (AMAT)
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Broadcom Inc. (AVGO)
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Micron Technology Inc. (MU)
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QUALCOMM Incorporated (QCOM)
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Atlassian Corporation (TEAM)
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ON Semiconductor Corporation (ON)
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Arista Networks Inc. (ANET)
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Marvell Technology Inc. (MRVL)
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Super Micro Computer Inc. (SMCI)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
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Infineon Technologies AG ADR (IFNNY)
Q: How would you rank the following Ai-related companies (best first) with an outlook of at least a year or two?
VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM
VRT, SMCI, DELL, ANET, MU, MRVL, AMAT, QCOM, AVGO, IFNNY, ON, TEAM
Q: Dear Peter et al:
I know from your answers that you like VRT. I am down by about 8%. Not too worried. Willing to hold on to this.
The question is two fold:
1. I look at Finviz screener (freebie version!) and the Debt: Equity ratio and LT Debt is high? 2.25 it says. What does it mean? Indicates risk?
2. Worth adding to VRT as it has pulled back or do you think there is more downside drift to come given the sector rotation is now firmly in place?
3. Offers a decent premium and to my earlier question sometime ago you had recommended this as a candidate for writing call options. Do you still hold that view?
Many thanks in advance.
I know from your answers that you like VRT. I am down by about 8%. Not too worried. Willing to hold on to this.
The question is two fold:
1. I look at Finviz screener (freebie version!) and the Debt: Equity ratio and LT Debt is high? 2.25 it says. What does it mean? Indicates risk?
2. Worth adding to VRT as it has pulled back or do you think there is more downside drift to come given the sector rotation is now firmly in place?
3. Offers a decent premium and to my earlier question sometime ago you had recommended this as a candidate for writing call options. Do you still hold that view?
Many thanks in advance.
Q: Most tech stocks are rising ( Monday ) , SHOP just continue going down . Any news ? Thanks a lot
Q: Anything to account for the strength in CSU of late?
Thx
Thx
Q: IS CLS A GOOD BUY AT CURRENT PRICE? IF NOT WHAT WOULD BE A GOOD ENTERY PRICE? BUY, HOLD OR SELL
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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOGL)
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NVIDIA Corporation (NVDA)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
Q: In spite of Nvidia’s recent drop, I still find myself quite “tech heavy”, and I’m sure I’m not alone! Thinking of trimming, how would you rank these: NVDA, AAPL, AMZN, GOOGL, MSFT, SHOP.
Q: How do you think the mistake will change the revenue and growth of CRWD.
Thank You
Thank You
Q: I'm writing to seek your expertise on the recent global IT outage caused by CrowdStrike. As the dust settles, the question on everyone's mind is whether CrowdStrike will assume financial responsibility for the damages incurred. If so, the compensation could be considerable. As an investor in AI stocks, I'm eager to know if this situation presents a strategic buying opportunity. In your opinion, how will this IT outage affect CrowdStrike's long-term prospects and stock performance? Will it have a lasting impact on their reputation and investor confidence? Thanks