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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 team,
What potential , if any do you see in Rblx currently? The shares have been making a slow recovery lately. Wondering if there’s a big future yet for this name, if they have areas to monetize in such as advertising on the platform? Or partnering with someone like meta for a VR metaverse future? Would you rank buy, hold , or sell today ?

Thanks
Shane

Read Answer Asked by Shane on November 26, 2024
Q: I have held this fund for several years and it is now back to its purchase price. Not sure if I should sell or hold on for better times. Any comments above why it isn’t doing better?
Thanks.
Read Answer Asked by Debrah on November 26, 2024
Q: Can you suggest 3/4 software companies you feel would best benefit from AI? Thanks.
Read Answer Asked by Michael on November 25, 2024
Q: How useful is forward P/E as a basis for deciding when to cut back a high flyer. What is it for SHOP compared to AMZN? Can you suggest one or more other (maybe better) metrics? Right now, would you cut back SHOP if it was 10% of a TFSA?
Read Answer Asked by John on November 25, 2024
Q: What are your top 3 software companies that would benefit greatly from AI going forward, please pick 3 CAN & 3 US.
Thank-you for your great service as always!!
Read Answer Asked by Mike on November 25, 2024
Q: Trying to understand analyst changes on SHOP. TD lists analyst 3 changes this week. One sell and 2 holds. On the surface, this could be interpreted as almost 3 sells. What indicators or factors might drive some analysts to come to this conclusion when others, including 5i, are much more upbeat, even bullish.
Read Answer Asked on November 25, 2024
Q: Hi There,

Could you please comment on the differences between these 2 companies including software product/services, revenue and profit growth going forward, acquisition strategies, overall valuation.

Is it prudent to own both for growth in a diversified portfolio or too much overlap?

Ok thanks so much!
Read Answer Asked by Robert on November 22, 2024
Q: Hello,
Can I get your evaluation of the current circumstances. Since November 11th these stocks have dropped significantly all while bitcoin has increased significantly from that same date. It does not seem like their share price is directly correlated with the price of bitcoin which is odd as they mine bitcoin.
Thank you
Read Answer Asked by Dominic on November 22, 2024
Q: Besides TSLA and GOOG, what would be some companies that will benefit the most from autonomous vehicles?
Read Answer Asked by Wayne on November 22, 2024
Q: Dear Peter et al:

I know you don't like to predict and set price targets. But with VRT/NVDA on a tear, surely one has to have a floor and a ceiling price target? I know they are your high conviction long term favorites.

I ask this question with a specific trade strategy on mind. Take a position with say 200 shares. Write a call, just one contract each. Even if one gets called away, I will have the other 100 shares to capture the price appreciation.

Any words of wisdom on this strategy? Price targets?

Thank you for your answer.
Read Answer Asked by Savalai on November 22, 2024
Q: Hello Peter and team,
I would like to invest in Space X and closest i find it Ark Venture fund which does not seem to trade so was wondering what is the best way to invest in the Space X which is privately held. I would appreciate it.
Read Answer Asked by umedali on November 21, 2024
Q: Hi Team,
What’s your take on Nvda earnings? For the 2nd quarter in a row now the stock is falling after an earnings beat. Just wondering if the shares are fully valued (topped out) here? Is it worth selling some shares for the prospect of better share price gains with other smaller cap growth names? Is nvda now “too big” of market cap to see much more gains from here ?

Thanks ,
Shane
Read Answer Asked by Shane on November 21, 2024
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