Investment Q&A

Q: Which of Dol or Shop do you think offer the best return over the next 3 to 5 years?

Q: What is your top 5 Canadian buys in order at today's price for each
Small cap
Mid cap
Large cap

Thank you

Q: SaaS and Software Companies at Risk

The software sector has taken it on the chin in the last few weeks based on the "AI will eat software" theme.

In my opinion, you buy software companies that own things AI cannot generate or scrape.

Therefore, the survivor software companies should have two broad “moats” in the new AI age:

1. Data that is unique and private. If an AI can't get the data elsewhere, the value of this data increases.

2. Regulation. Hospitals won't switch to a chatbot that isn't FDA-approved. Same for governments.

Therefore, I wondering which companies will likely face challenges while others will thrive in this new world. I offered a few below, but please feel free to jump in or revise:

Thrive - For example: CSU, TRI, CRWD, PLTR, SNPS/CDNS, SHOP (not sure) etc.

Challenged - For example: CRM, Adobe, SAP, SNOW, NOW (not sure), etc.

Thanks 5i and Cheers.

PK

Q: It's been a while since you've been asked about this company specifically.

I don't really want to sell companies hit by the software scare, but I am thinking of opportunity cost and perhaps switching the money in KXS to something in the same sector with more upside potential (eg. CSU).

Can you comment on KSX and, if you would make this move, one or two companies to switch into.

Q: I interpret your response to my question dated March 2 to be CLS is expected to have the highest total return of the three companies with the most risk. Shop is expected to have the least total return, but with the corresponding least risk over the next 18 months. Thank you

Q: I have the following investments and I am wondering which ones would be good for long term investments? I am 30 years old. This is for my TFSA. I would be okay with USA and Canadian investments for medium to high risk.

Q: Please rank nvda,shop and cls for total return and risk over the next 18 months. Thank you

Q: With all the beaten down stocks that are assumed to be "doomed" by AI (i.e. SHOP, TRI, etc.) what are your top 2-3 buying opportunities for an investor with a 5+ year investment horizon?

Q: What are your top 5 growth stocks? Can you provide a couple of compelling reasons why each makes the grade and also rank them from highest to lowest conviction. Finally can you indicate where you feel the stock price will be 12 months from now.

Q: After recent news/earnings and along the thinking that AI will not completely replace SAAS but work along side it and even provide positive tailwinds, do you think its time to rotate a bit more from hardware to software or proceed with caution still? I hold CLS, NVDA, NBIS, VRT in hardware and CSU,LMN,TOI,SPOT, SHOP,CRWD,BKNG,TRI in software. Also own GOOG. I'm trying to find the right balance. If we look at SOXX/IGV, are we going to see mean reversion back to the mean?

Also what part of the market or credit cycle do you think we are in? Mid to late cycle? Should we be more defensive or still slowly adding to growth names? Thanks!

Q: I own no Tech. What would be your 5 best company and/or ETF choices listed in Canada. Thanks, great service.

Q: Can you please comment on the latest quarterly report and conference call as well as your thoughts on if it might be time to move on from this one. If you are more on the sell side with this latest report, any tech sector top favorites you could recommend to replace it with would be greatly appreciated.

Q: Hi Group in what order highest risk first please. (particularly worried tech stocks) and where we go from here??... buy, sell, hold..) plse give me you thought on sectors at most risk going fwd

Q: Which would you pick today for a growth oriented investor Shop or VNP in today’s turbulent market. Which is best equipped to handle this type of environment going forward? Would you have another suggestion to add?
Thank you
Dan

Q: Just a comment, I'm sure I'm not alone in this situation. All down 30-45% in my TFSA. I hate it when it feels like everybody is wrong and you and a few others think you are right, or are we? It feels like Armagedon. Been there before. It's not fun but they now only represent 5% of my portfolio so I will survive but my TFSA will take a huge hit this year.

Q: Hello,

To which would you add/start a position in to today? Long term hold. I already own STN and WCN (would be averaging up).

Also, if you could explain the drop in Stantec that would be great.

Thanks!

Q: How would you rank the listed names today for new positions in the TFSA of a growth oriented investor?

Q: A number of your past favourites are getting crushed in the market. Based on fundamentals do you see red flags with any of these companies or do you feel it’s an overreaction by the market? Do you consider these companies Buy/Hold/Sell?

Thank You
Tim

Q: Last week you rated SHOP as a top growth pick among Canadian companies. The past 24 hours has been a roller coaster ride. After pretty good earnings and then the sell-off, do you still rate SHOP as one of your 2 top growth picks? I might suggest a quick report bringing all the information from all the questions into a single brief document. An overall assessment would be helpful as a lot has happened with their financials and the market reaction. Quite puzzling.

Q: Hello, is shop a buy, sell or hold. Please give a possible positive and negative for your answer. Also at what price would you consider shop a good buy and a great buy.
Thanks a million