Investment Q&A

Q: The Wall Street Journal today posted an article about Nvda's New Sales Booster: The Global Push for National AI Champions. In it it referenced Canada. " Other big projects are taking place in Canada, which last month pledged $1.5 billion as part of a sovereign computing strategy for the country’s startups and researchers," . Which Canadian companies do you feel may be the possible benefactors from this investment?

Q: Given the tailwinds for this sub-sector, how would you rate LFUS against others in this sub-sector that you like. Could you rank it against comparables - pros and cons and valuation. Would you recomend buying it today?

Q: Can you give me your thoughts and your appreciation of this company. How it is positioned in the technologic landscape and how it is impacted by the ai phenomenon. What kind of future can be envisage for the 2-3 years coming

Thank you very much

Q: This name is down significantly from its IPO of subordinated voting shares a few years ago. CEO (and founder?) Rob Laidlaw holds the multiple voting shares. What do we know about him and has he had any prior companies he's run/founded? Also what is your assessment of the management?

Q: Hi, CRWD will be added to S&P 500 effective June 24, markets open. Stock has already been in a strong momentum, post earnings and was up 5% to an All time High of $368, in after market trading, Friday, following the announcement.. We have already been considering adding to our small 1% position in this cyber-security name. Is it too late ?

Considering CRWD stock momentum and proposed weight in S&P 500 Index, based on your past experience with Index Addition situations, do you foresee an immediate rush of buyers pushing the price higher, but the price only settling down, as end of 2 weeks window approaches and trading lower thereafter ?

How would you approach it from a Portfolio Manager's perspective, if you wanted to increase your exposure to this security ? Will you add now or wait for the stock to settle, after the Index addition ? Or, split the purchases ?

Also, would there be a price level/range, you will look at, before pulling the trigger ?

Thank You

Q: I presently have $66,000 to invest and am looking at these stocks to buy. Please place them in order of preference . Best choices first and if there is some you would not buy at present prices ? I could have an extra $5,000 available if I sold my DDOG. Is it a hold or sell ? Thanks for your help !

Q: Please comment on ESTC most recent earnings. Thank you.

Q: Time for a quarterly update. Nothing too exciting but the market seemed to like it.

Q: Hey folks...great service....just wondering if you have one or two canadian and US stocks you are pounding the table on right now...perhaps something that has been sold off but has very good chance of a shorter term rebound....thanks.

Q: I have been holding CRWD for about 3 years and the stock has done well for me. At this point if I want more exposure to Cybersecurity space, would you recommend adding to CRWD or starting position in a different name. If yes, what names do you suggest?

Q: Down again on big volume today. Any idea why? Does it have to do with competition from HPE? With a stock like this still being up a ton I worry about how much further it can fall before it finds a bottom. Do you have confidence in holding? Thanks.

Q: Vertiv Holdings Co dropped over 9% today. What do you think may have contributed to the drop? Do you this stock is still a good buy at these prices?

Thanks

Q: hi, can I get your current thoughts on these 3 from the growth portfolio ( I see they are all down in price since purchase ). buy, sell, hold? cheers, chris

Q: I started a 2 % position and it's performing very well although volatile. Trying to figure how to value it and how far to let it run. Any advices you may have. Long term high risk tolerance. Thanks john

Q: Can you comment on Crowdstrike’s recent earnings. It seems to be the best performer of its peers. What does the current valuation look like compared to its historical averages?

Q: Hi,

What is your opinion of SNOW ? If you like it, is this an entry point as the momentum is against it.

Q: Would you start a full position today on NVDA, can it reach $US 2,000 this year.

Q: Please advise if number of outstanding shares will also increase by 10 times after split or there would be no changes to outstanding shares after split.

Thanks for the great service

Q: Hi - can you comment on Coveo’s latest earnings?

Q: In many of your answers regarding the AI phenomenon, SMCI used to pop up along with VRT. VRT has hung in there very nicely, but SMCI is struggling near a 60% haircut from its peak. From your last comment on May23, you advise to keep both eyes on it, but I,m wondering if some compitition is affecting the company. Who are its closest competitors? How did the last quarter report compare to the previous 7 quarters, and would that explain the current negative momentum? What should the next report show that would give me comfort to hang in there?

Thanks, Lionel