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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: Do you recommended QCOM as a good stock to own for long term dividend growth? Are you concerned about Apple and other cellphone manufacturers moving away from QCOM technology? I already own TXN and AVGO - is QCOM sufficiently different to hold as well?
Read Answer Asked by David on May 14, 2025
Q: Hi, just wondering if you had a chance to listen to the AGM of these companies this morning. I listened to it and they discussed a whole range of topics. They're all down 2-4% today. I'm assuming investors have some concerns of rising competition, ease of capital deployment, M&A opportunities, lowering hurdle rates, etc. Any concerns or thoughts going forward and do you see them continuing to outperform over the long term? These are long term holds for me. CSU is my largest holding at 5.8%, followed by LMN at 5.2% and TOI at 2.2%. Do these allocations look reasonable or should I balance them all out more evenly? Thank you!
Read Answer Asked by Keith on May 14, 2025
Q: Everyone, CSU, LMN and TOI have the same company strategy. They exist in technology but different spheres. The management of LMN and TOI came from the CSU training ground with the same skill sets as CSU. Can one assume that LMN and TOI will grow at similar rates as CSU over the long term? Clayton
Read Answer Asked by Clayton on May 12, 2025
Q: Nasdaq announced Friday night that SHOP will be included in a number of Nasdaq 100 and Nasdaq Tech Sector indices, as of May 19th.

I am not sure if there was a speculation about possibility of this index inclusion in the market after SHOP listed New York, as its Principal Executive Office alongside Ottawa in a recent SEC filing.

Do you believe that stock should react well to the announcement over next several trading sessions ?

What would be the estimated demand of its shares from all the ETF's/MF's following these indices ?

Thank You
Read Answer Asked by rajeev on May 12, 2025
Q: It has been awhile since Kinaxis has been at this level. I know that you like the company, but do you see any reason to trim or pull back at this time. I am at 5% but that doesn't keep me up at night.

It just seems they get a few good quarters in a row and then one bad one bumps them back down for a couple years and then they claw there way back to where they are now.

Thanks for the great service. Have a wonderful day.
Read Answer Asked by Colin on May 09, 2025