Q: Can I have your current views on these two names CDNS and AVGO..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: I don't subscribe so only have the headline from The Economist of Nov. 30. Can anyone post the article?
Probably cause of recent strength.
How a Canadian company became the world’s best acquirer of tech firms
Meet Constellation Software, tech’s Berkshire Hathaway
Constellation Software company logo.
Probably cause of recent strength.
How a Canadian company became the world’s best acquirer of tech firms
Meet Constellation Software, tech’s Berkshire Hathaway
Constellation Software company logo.
Q: Hi Peter, Ryan, and Team,
For portfolio balancing purposes, I need to sell one of the above stocks, and am favouring selling TOI and keeping LMN. Would you concur?
Thanks as always for your insight.
For portfolio balancing purposes, I need to sell one of the above stocks, and am favouring selling TOI and keeping LMN. Would you concur?
Thanks as always for your insight.
Q: Please comment on the most recent quarterly results. What can be expected going forward?
Q: Current PEs for CSU and Shop seem stratospheric and have me worried. How do they compare to historical PEs for these companies? Do the forward PEs for these two companies justify present share prices?
Jack
Jack
Q: The Rule of 40 is a SaaS financial ratio which states that a healthy SaaS company has a combined growth rate and profit margin of 40% or more.
Do you prescribe to this rule? Why is this specific to SaaS companies and not other industries?
Do you prescribe to this rule? Why is this specific to SaaS companies and not other industries?
Q: what is your opinion of xhak and what is your favourite cyber security etf
Q: Can you please provide an update since your last comments in August? Please comment on their sale of AMC to Rocket Software and Q1 2024 results.
Q: With the rapid need for liquid cooling in data centres and quantum computers and other high end chips are there any recommended liquid cooling stocks to look at for a small exposure in a portfolio?
Thanks, Lesley
Thanks, Lesley
Q: Hi team,
How big of a deal is it that nvei is partnering with Microsoft for payments? Partnering with a mega cap like Microsoft seems almost game changing for a small cap name like nvei. This being said it is perplexing that nvei keeps scoring global deals with big names and yet its numbers don’t reflect the profitability one would almost expect . Your take on the name going forward would be much appreciated, and the potential that now exists being partnered with Microsoft .
Thanks ,
Shane
How big of a deal is it that nvei is partnering with Microsoft for payments? Partnering with a mega cap like Microsoft seems almost game changing for a small cap name like nvei. This being said it is perplexing that nvei keeps scoring global deals with big names and yet its numbers don’t reflect the profitability one would almost expect . Your take on the name going forward would be much appreciated, and the potential that now exists being partnered with Microsoft .
Thanks ,
Shane
Q: PATH may have broken out after more than a year. Was there any identifiable reason for that and have your view improved on the company?
Thank for you insight, Peter
Thank for you insight, Peter
Q: I am now in a position of being overweight in MSFT. Greed tells me to hold while fear tells me to trim. What option strategy could I use to hold MSFT while generating some income? Thanks Ron
Q: Good morning. Could i have your views on this co.
Q: Your thoughts on! Karo US
Q: Would you prefer STN over WSP today?
Also would you prefer KXS over DSG?
Also would you prefer KXS over DSG?
Q: Please comment on Calian Groups latest financial results. Would you consider it as a Hold or Buy at this time Thanks … Cal
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOGL)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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International Business Machines Corporation (IBM)
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Advanced Micro Devices Inc. (AMD)
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Arista Networks Inc. (ANET)
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Cadence Design Systems Inc. (CDNS)
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Synopsys Inc. (SNPS)
Q: Can you provide a list of top companies to play the AI phenom.
Q: I purchased Baylin technologies based on a BNN guest pumping up the stock that it has world class technology and will payout over time but patience is required. Baylin now has a rights offering at $0.19 per share to existing shareholder and the current price is $0.175. The stock has been a Big Dog. What's your take on the stock ..... Is there any hope for Baylin ..... would you but this stock or should I dump the Dog and move on.
Thanks DAN
Thanks DAN
Q: Hello Peter,
I own TSLA shares mostly due to Elon Musk's innovation in the EV and other areas.. Given that he is always in the spot light (not always positive), do you think it is time to bail out or is the publicity just noise for now and will go away eventually . I am guessing it will be a rocky ride, but like to have your opinion given your experience in the industry. .. thanks very much
I own TSLA shares mostly due to Elon Musk's innovation in the EV and other areas.. Given that he is always in the spot light (not always positive), do you think it is time to bail out or is the publicity just noise for now and will go away eventually . I am guessing it will be a rocky ride, but like to have your opinion given your experience in the industry. .. thanks very much
Q: hi folks:
i find it odd the issue announced after hours
seems like 'too' modest an amount for the size of the company given their current balance sheet
comments always appreciated
thanks
i find it odd the issue announced after hours
seems like 'too' modest an amount for the size of the company given their current balance sheet
comments always appreciated
thanks