Investment Q&A

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

Q: You have often noted your preference for investing in stocks exhibiting positive momentum. Do you promote this strategy to obtain the best price for the stock - i.e. not buying a failing knife or to ensure that the stock being purchased has a solid following with other investors and therefore a "good future"? I reference CELH and VRT in this question in order to determine the best way to purchase these stocks as both have been declining significantly for a short time ( although I think any volatile stock could be used). There is no question in mind that I want to buy both. Normally, I would wait to see their prices turn north before buying but both have shown in the past that a 10% - 20% one-day rise is not impossible. So is a partial buy-in called for here and risk missing in on a one-day big jump? Or is it best to see positive momentum first in case the stock isn't coming back?

Appreciate your insight.

Paul F.

Q: OTEX is closing in on my technical buy area. I've read previous Q&A and I realize there is currently negative price action, which doesn't really bother me as a long term buy and hold - unless you see red flags. Just want to make sure about a few things.

Does present cashflow make the debt levels manageable ? How about compared to debt-laden sectors such as utilities and telcos - say, during "tough times".

Is payout ratio really 161% ?

What is your confidence level in management ?

Q: On June the 3rd there was an answer to a question about using RSI and MACD saying these were 2 things that would give you a lot of information if the stock was worth buying. On my iTrade account CLS stock, the RSI on May 30th tells me that I may see higher prices and the price is recovering.

The MACD tells me the volume, closing price, the pattern duration (one week) difference between short and long term bars and the EMA is bullish. Could you interpret that in easier language in case I am misinterpreting it. Incidentally, today the CLS is $72.00. What I read on Scotia, it indicated the prices would be higher over the next while.

Was this an iTrade analyst who prepared this or did it come from a third party?
Thank you once again.