Investment Q&A

• The Rubicon Project Inc. (RUBI)
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• Agilysys Inc. (AGYS)
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• Five9 Inc. (FIVN)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Would you consider this is a good growth stock to add to a portfolio after the latest earnings? Revenue growth looks to be increasing faster, and guidance was increased. They have a good track record with beating earnings too. Can you add any insights on their management team?

I’m looking for my next TEAM, AYX, TTD, RPD all of which I own thanks to you! Any other tech suggestions in the US?

Thanks

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Read Answer Asked by Joe on August 02, 2019

• Barrett Business Services Inc. (BBSI)
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• DMC Global Inc. (BOOM)
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Q: What are your favorite three US companies sub 1 billion in market cap?

Thanks,

Liam

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Read Answer Asked by Liam on August 02, 2019

• Microsoft Corporation (MSFT)
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• QUALCOMM Incorporated (QCOM)
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Q: Could you recommend a couple of US large company dividend paying stocks, a couple of years ago you recommended 3M and United Technologies which I have been happy with.
Thanks

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Read Answer Asked by Melissa on August 02, 2019

• Las Vegas Sands Corp. (LVS)
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Q: From Reuters
BRIEF-Las Vegas Sands Announces Pricing Of $3.5 Bln Of Senior Notes

How do you think this will affect the share price going forward? It looks like the market is not very impressed. I'm wondering if I should sell.

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Read Answer Asked by John on August 02, 2019

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Q: I was too chicken to buy Goose at 40 and have watched it fly. I notice that four analysts who cover the company are still at a strong buy while the other four are holds. Can you share your thoughts on this company and is it a growth company with strong wings ( legs). thanks

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Read Answer Asked by alex on August 02, 2019

• Beyond Meat Inc. (BYND)
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Q: Hi Guys, what would be your thoughts on a credit put spread on the above 105/95 for .60 cents expiring in Sept.

Thanks
Anthony

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Read Answer Asked by Anthony on August 02, 2019

• Cencora Inc Com (ABC)
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Q: Thanks for recommending ABC a short while ago. It had a nice pop today. Do you know the reason?
Thanks for your insight.
Ian

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Read Answer Asked by Ian on August 01, 2019

Q: May I please get your thoughts on Smith Micro Software Inc (SMSI)? Recently reported results that the market reacted very positively to. Should I wait for the dust to settle a bit or do these results lend credence to starting a small speculative position (0.5-1%) for the high risk allocation of my portfolio at current price levels?

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Read Answer Asked by Marco on August 01, 2019

• Twilio Inc. Class A (TWLO)
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Q: Can you please comment on the quarter?

Thanks!

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Read Answer Asked by David on August 01, 2019

• Molson Coors Beverage Company Class B (TAP)
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Q: I'm down 23% on this one. I don't want to take a loss and am willing to hold long term. Do you thing that's the right decision. Do you think management is reasonably solid. Is raising the dividend prudent given that they had a rough quarter. looks like this is a last gesture that the CEO put out as he rides into the sunset.

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Read Answer Asked by Anthony on August 01, 2019

• Health Catalyst Inc (HCAT)
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• Livongo Health Inc. (LVGO)
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Q: Hello,
Above both company recently had IPO , I just want it is better to invest in one of the company for the future growth & which company has high potential growth
Thx

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Read Answer Asked by Jigneshbhai on August 01, 2019

• Procter & Gamble Company (The) (PG)
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• Unilever NV (UN)
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Q: Hello, Unilever seems cheap when compared to P&G. Would you consider it a mispriced security. What are your thoughts on a longterm buy and hold? People still buy thier detergents an soaps in large numbers...Thanks.
Shyam

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Read Answer Asked by Shyam on August 01, 2019

• Cargojet Inc. Common and Variable Voting Shares (CJT)
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Q: Hi Could you please comment on company's earnings. There has been talk of company benefitting from Amazon's same day delivery plans and it being sort of a monopoly in Canadian market. Are you comfortbale with taking a small position ? Thanks

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Read Answer Asked by rajeev on August 01, 2019

• Carpenter Technology Corporation (CRS)
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Q: Though US companies are not a mainstay of your work, can you provide an opinion on this company? I have a small position. It seems to have many strong attributes but it is not moving up. Can you suggest whether you see it as one to be added to or whether it should be sold, and please explain why you have that view. Thanks for your excellent service.

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Read Answer Asked by Leonard on July 31, 2019

• Pfizer Inc. (PFE)
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Q: Hello, regarding Pfizer & Mylan you say that it is an interesting deal. Then how do you explain the negative market reaction of the last 2 days? Is there something investors do not like? Thanks, Gervais

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Read Answer Asked by Gervais on July 31, 2019

• Activision Blizzard Inc (ATVI)
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Q: How do you feel about Activision-Blizzard's future over the next 3-5 years? They seem to have been relatively quiet the past little while and their stock seems to have steadied the past 6-ish months. But they've got a very respectable line-up of franchises that are due for some big releases (Warcraft, Diablo, Overwatch, etc.) and a huge fan base. Plus the vague rumours of possibly something with Disney. Is now a good time to enter for a minimum 3-5+ year hold? Thank you!

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Read Answer Asked by Laxmyharan on July 31, 2019

• The Walt Disney Company (DIS)
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Q: Hi folks
Looking to add DISNEY to my TFSA - they report earnings on Aug. 6th - would you recommend I wait for them to report or should I just go in with the hopes that they beat expectations ? Your opinion is greatly appreciated.
Thanks

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Read Answer Asked by JOHN on July 31, 2019

• RingCentral Inc. Class A (RNG)
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Q: Last year I asked about RingCentral. You gave a positive review & I
bought a small amount.

Why all the excitement today?

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Read Answer Asked by claudette on July 30, 2019

• Regeneron Pharmaceuticals Inc. (REGN)
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Q: Do you think Regn is a buy at this price?

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Read Answer Asked by Mike on July 30, 2019

• Saratoga Investment Corp New (SAR)
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Q: Good morning from the left coast
I would appreciate your opinion of this company as a long term hold in the Income Portfolio, thanks Rick

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Read Answer Asked by Richard on July 30, 2019