Q: In your opinion does the insider selling at FTNT seem unusually high and for an unusually long time? The trend seems negative to me. Thanks for your opinion.
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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.
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CME Group Inc. (CME $275.68)
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Chevron Corporation (CVX $149.75)
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Philip Morris International Inc (PM $151.06)
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United Parcel Service Inc. (UPS $93.56)
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Exxon Mobil Corporation (XOM $115.97)
Q: What would you recommend for ideas to raise USD dividends I have room in both registered and non registered accounts.
Q: Tech is the second largest weighting in my portfolio (at 20%). I have 3/4 of a position in PANW, with most of my initial investment out, and am up 474% on the remainder. I also own NVDA, AMD, APPL, FISV, MSFT and a few other small, high risk non-cyber security positions.
With the outage crisis this week with CRWDI decided to take advantage, understanding the potential overhang. I opened a position in 2 tranches; buying in the $256-$265 range.
My question: Now I have approximately 1.5 positions in the cybersecurity sub-sector. Would it make sense to sell off some or all of PANW, generate cash to create a full position in CRWD as it bounces along in the $250 range, or is the better move to stay with the two positions?
With the outage crisis this week with CRWDI decided to take advantage, understanding the potential overhang. I opened a position in 2 tranches; buying in the $256-$265 range.
My question: Now I have approximately 1.5 positions in the cybersecurity sub-sector. Would it make sense to sell off some or all of PANW, generate cash to create a full position in CRWD as it bounces along in the $250 range, or is the better move to stay with the two positions?
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Galaxy Digital Inc. Class A common stock (GLXY $34.97)
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Coinbase Global Inc (COIN $255.97)
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ISHARES BITCOIN TR (IBIT $50.57)
Q: Bitcoin
Now both Trump and Harris want to support BITCOIN Why?? there are millions of young investors ( VOTERS ) age 20 to 39 They will all vote for whoever has best platform on BITCOIN and they will VOTE
What is best way to play this, ETFS there are now many , even ARK and FINK
has them now What about Coinbase \RAK
Now both Trump and Harris want to support BITCOIN Why?? there are millions of young investors ( VOTERS ) age 20 to 39 They will all vote for whoever has best platform on BITCOIN and they will VOTE
What is best way to play this, ETFS there are now many , even ARK and FINK
has them now What about Coinbase \RAK
Q: What does the market expect from CSU this quarter?
Thx
Thx
Q: Hi Peter, for NVEI the 34.00 US how is it calculated and when is it calculated. I have 60 shares so if I sell today I'll get what I get today at today's price but if I sell it the day it actually it goes private how much of a difference would there be. What exchange rate will be used. Thanks
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Amazon.com Inc. (AMZN $226.28)
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Eli Lilly and Company (LLY $1,070.16)
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NextEra Energy Inc. (NEE $84.23)
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Constellation Software Inc. (CSU $3,382.96)
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Intact Financial Corporation (IFC $283.93)
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WSP Global Inc. (WSP $240.45)
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Galaxy Digital Inc. Class A common stock (GLXY $34.97)
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Coinbase Global Inc (COIN $255.97)
Q: Hi group what's you top pick in the top 6 sectors.( In order of preference with some dialog on each pick). Is it time to go all in verses averaging down. Days like yesterday should shake loose so supers buys?
Also can you comment on risk (i am 74 yrs old) along with a few stocks or elf suggestions in Bitcoin / digital in general
Also can you comment on risk (i am 74 yrs old) along with a few stocks or elf suggestions in Bitcoin / digital in general
Q: NVEI has extended until April 1st 2025 for holders to decide on options for the buyout. This means that the privatization would have taken about a year from the announcement in March 2024. It looks stretched. Could there be hurdles we are not seeing, financing for example? Or the structure of the company makes it difficult? Just curious ..Thanks a lot.
Q: Anything in the cc to account for the drop after the the jump at the opening?
Thx
Thx
Q: Would you add to shop here?
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Alphabet Inc. (GOOG $318.47)
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NVIDIA Corporation (NVDA $182.55)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $219.14)
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Super Micro Computer Inc. (SMCI $33.32)
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Vertiv Holdings LLC Class A (VRT $168.91)
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
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Constellation Software Inc. (CSU $3,382.96)
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Topicus.com Inc. (TOI $125.34)
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Lumine Group Inc. (LMN $27.15)
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.