Investment Q&A

• Celsius Holdings Inc. (CELH)
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Q: What did you think of their earnings?

I know you like the stock, despite it being high risk. I bought the dip in Jan, thinking of adding more. Would you consider it a buy at this time?

Thank You

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Read Answer Asked by Ed on March 03, 2022

• abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI)
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Q: The news has been pretty relentless recently in its higher price implications for commodities. What is your current opinion of BCI for the intermediate term?

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Read Answer Asked by David on March 03, 2022

• S&P Global Inc. (SPGI)
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Q: Hello Team,
Could you give me your analysis on this security and is it a buy in your opinion.
Thank You,
Barry

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Read Answer Asked by Barry on March 03, 2022

• Booking Holdings Inc. (BKNG)
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• Nike Inc. (NKE)
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Q: Which of these two would you commit money to in an RRSP for a 5 year hold?

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Read Answer Asked by Karim on March 03, 2022

• GoodRx Holdings Inc. (GDRX)
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Q: I've reviewed past Q&A on your website re: GDRX; also their investor newsletter released with the Q4 and Annual results. Do you see value over the next 5 years after today's strong drop (-38.9%) given it's competitors, revenue growth still reasonably robust, and adj net income and EBITDA that is + and growing?

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Read Answer Asked by John on March 03, 2022

• LendingClub Corporation (LC)
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Q: What are your thoughts on LC . The last comment was a long time ago
Thanks

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Read Answer Asked by Leon on March 02, 2022

• Adobe Inc. (ADBE)
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• Salesforce Inc. (CRM)
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• United Rentals Inc. (URI)
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• lululemon athletica inc. (LULU)
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• Rent-A-Center Inc. (RCII)
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• Crocs Inc. (CROX)
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• DraftKings Inc. (DKNG)
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Q: I am down 20 to 40 % on these equities.
I am considering harvesting a loss and moving to other names in their respective sectors. Please assess by my plan and provide any necessary input.
Swap LULU for CROX
Swap ADBE for CRM
Swap RCII for DKNG - I am less convinced it this third swap.

Thank you

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Read Answer Asked by Karim on March 02, 2022

• InMode Ltd. (INMD)
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Q: This stock is down over 50%. Should I hold, sell, or add more. Your view. Thanks

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Read Answer Asked by Vinod on March 02, 2022

Q: With an 11 dollar option price and closing of the deal expected in Q1, it seems like there is an opportunity in DWACW at 28 when DWAC has been consistently mid-80's and higher. Am I missing something?

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Read Answer Asked by Rick on March 02, 2022

• Castlecap Capital Inc. (CSTL.P)
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Q: The market seems to like the Q4 release - higher rev's and lower losses, though still not profitable. CSTL looks like they are doing the right things, the acquisitions seem to have future potential. How would you read this for an investment with the year end results and guidance?

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Read Answer Asked by Harry on March 02, 2022

• Ford Motor Company (F)
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Q: Hi,

I bought Ford a month ago and I'm down 22%. Its continuing to get worse. Should I buy, sell, or hold?

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Read Answer Asked by Graeme on March 02, 2022

• Costco Wholesale Corporation (COST)
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• Alphabet Inc. (GOOG)
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• NVIDIA Corporation (NVDA)
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• Salesforce Inc. (CRM)
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• Constellation Software Inc. (CSU)
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• Kinaxis Inc. (KXS)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Bank Nova Scotia Halifax Pfd 3 (BNS)
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• Digital Turbine Inc. (APPS)
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Q: Given the current volatility in the markets could you provide your top 5 Canadian and US stocks based on earnings, with some growth upside?

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Read Answer Asked by Timothy on March 02, 2022

• Pfizer Inc. (PFE)
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• Biohaven Ltd. (BHVN)
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Q: I notice BHVN made a deal with PFE recently. Their stock has dropped since and was wondering if you could shed some light on why, I would have thought it would have been positive for them.
Generally what are your thoughts on BHVN as an investment?
Thanks John

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Read Answer Asked by John on March 01, 2022

• Garmin Ltd. (Switzerland) (GRMN)
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• Wynn Resorts Limited (WYNN)
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• Ulta Beauty Inc. (ULTA)
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• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• Flutter Entertainment Plc (PDYPF)
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Q: Hello,
I have Flutter Entertainment shares OTC due to the all share deal from owning TSGI years ago. My question is should I sell these shares now and rebuy them with US dollars on a US exchange, that way if I make a large profit in the future it is less of an exchange fee? Or is there another company in the consumer sector you would recommend altogether?
Thank you,

Tori

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Read Answer Asked by Tori on March 01, 2022

• MongoDB Inc. (MDB)
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• BILL Holdings Inc. (BILL)
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• Snowflake Inc. Class A (SNOW)
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Q: I would like to buy into a tech company for a long term holding. Which of the following (Bill.com, MDB, SNOW) looks to have what it takes to be the highest growth over the next 5 years. Which would be your 2nd pick. I am ok with volatility. Thank you!

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Read Answer Asked by Marc on March 01, 2022

• Freeport-McMoRan Inc. (FCX)
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• iShares S&P/TSX Capped Materials Index ETF (XMA)
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• Vanguard Materials ETF (VAW)
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• Nutrien Ltd. (NTR)
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• Rio2 Limited (RIO)
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• Teck Resources Limited Class A Multiple Voting Shares (TECK.A)
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Q: Hi,

I have no materials in my portfolio although lots of oil. Can u recommend two US and two CDN ETFs OR companies that you think should do well without too much volatility?

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Read Answer Asked by Graeme on March 01, 2022

• EPAM Systems Inc. (EPAM)
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Q: Hello!
Can you please describe this company and how it is tied to Russia. Do you see it as a buy, hold or sell and why?
Thank you!

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Read Answer Asked by Neil on March 01, 2022

• Microsoft Corporation (MSFT)
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Q: Microsoft’s LinkedIn acquiring Oribi…. Oribi sounds very similar to AcuityAds’ Illumin. What are your thoughts? Looks interesting for the fate and future of Acuity.

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Read Answer Asked by George on March 01, 2022

• Lazard Inc. (LAZ)
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Q: May you provide an update on LAZ ? Has been brutally punished as of late. Would you be a buyer, and how compelling, if at all, do you find it ?

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Read Answer Asked by Karim on March 01, 2022

• Berkshire Hathaway Inc. (BRK.B)
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Q: Hi, What are your thoughts on BRK.b? I think having seen several market cycles, they are well prepared for for higher interest rates and a high inflation environment. Would you think the current price is attractive at$317 US? What are your thoughts? Thanks.

Shyam

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Read Answer Asked by Shyam on March 01, 2022