Investment Q&A

Q: With the competition in search would selling
Alphabet and purchasing Amazon makes sense?
With appreciation,
Ed

Q: Most of the telecom sector seems to be drowning in expenses and regulation. What is setting tmus apart and will this continue? Do you still see it as an attractive investment?

Q: What would be your entry point for these three please? Also do you still hold NVR’s management and unique business model in high regard?

Q: what are your thoughts on this company?

Q: Hello folks:
How would you rate RSG as an investment. These waste management systems appear pretty recession proof; are there better examples?
Thanks again for your great service
brian

Q: Good Morning

I have been a long term holder of veev for over 5years at 266$ US and now finally above water
The question becomes do we continue to hold or do you believe this company has found it way back and has what it takes to continue to grow and prosper into the future or could this be just a one off?

thks
Marcel

Q: Hi,
I like your your opinion on salesforces' earning? The earning itself look very decent, but why did it drop 5% today? And what do you think of its long-term outlook compare to others in its industry. is there a name you like better?

Q: Hi Folks,
I would like to add to my position in either CSU, GOOGL or MSFT. May I have your opinion in what order you would add too and why. This would be in my TFSA account.
Thanks

Q: Good morning. Could you please provide an update on recent news and performance. Would you consider adding further at these prices not withstanding the significant uptick today. Cheers!

Q: I am looking for stocks that have not come back up since the tariff announcements but have the potential. A couple I am thinking about are Fiserv, Inc. (FI) and Marvell Technology, Inc. (MRVL). Comments and any other suggestions please.

Q: I am preparing to invest cash again.

Where we sit...a low point..in the economy and sentiment....could you suggest 3 Cdn dividend stocks ( and 3-5 US growth stocks and 5 ETFs (balanced and global) that represent a good buying opportunity in these poor markets...that have the potential to show very good returns over the next 5 years out.am preparing to deploy cash into the market.

I would say I am a investor that can tolerate 80 in the medium risk category and up to 20 % in higher risk holdings.

Timing is not a good thing to factor in, but things appears a like a recession is coming if not already here...would you sugest averaging in? and over what period of time.
Thank you

p.s. Currently all I own is RBC, Sun Life and PIMCO Monthly Income.

Please deduct the appropriate credits for this expanded request.
Richard

Q: SentinelOne continues to make me regret not putting all of my cybersecurity dollars into CRWD. It lowered guidance slightly last night and looks to be punished on an otherwise UP day to the tune of 12+ %. Can you comment on the quarter, the longer term and potential for a bounce back? Guidance was lowered but is the market overreacting? How does S typically bounce back from an earnings miss and would you expect a penalty box situation here or a fairly quick forgive and forget situation?

Q: Hi Team,
Would you consider Rddt a long term buying opportunity here with shares being more than cut in half this year? Does Rddt have the potential to be an early stage Meta perhaps? Is the business model similar to meta with mostly advertising revenue ?

Thanks ,
Shane

Q: No need to post if others have asked already.

Your comments on the Okta quarter? Is it a buy at $107? How did their forecast compare to expectations and do you see this as a company on the right trajectory? Finally, the market didn't like the quarter but was it an overreaction or a justified reaction to a material change in the future value of the company?

Q: Hi Peter,
How would the tariffs, and dampening of corporate and consumers’ spending affects the revenue growth of V, SRAD and ASML? Both V and SRAD are near their 12 months high. What would be a good entry price for these 3 stocks? Thanks.

Q: Would you sell or hold Danaher stock? Long term investor.
Thanks

Q: The Moneysaver magazine has a list of high dividend US companies some are limited partnerships.What are the Canada and US tax obligations for dividends received in Canada from a US limited partnership?

Q: Please comment on the timing and the reason for the shelf offering for NVIDIA. Ultimately how will this affect the share price going forward.
Thank you

Q: Thanks partly to your good advice, I have held GOOG and MSFT for some years. they are now 17% and 28% of my account. I am a senior but fairly risk tolerant. Should I reduce either or both and if so what do you suggest as replacement? Thanks Jim

Q: Now that the merger is complete can you please comment on short and long term potential for the combined company.
Thanks, Murray