Q: There has been recent news (which I did not think was extremely material) but there seems to have been a very strong recovery based on this? Thoughts on this company in the near term and longer term?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Thoughts on this stock and valuation/growth? It has fallen a bit... wondering if I should sell or not
Q: Hi, Between these two which one would you pick. Already have a half position in NVR..Should I add to that or buy some MHO? Thanks.
Regards,
Shyam
Regards,
Shyam
Q: What are your thoughts on MSFT, specifically their cloud computing sector of their business? I would assume that in the long run, eventually every company will be operating on the cloud. Seems like it's AMZN, MSFT and GOOG as the big 3. Does anything have a competitive advantage in this space at this time?
Thanks for all your great insights.
Marc
Thanks for all your great insights.
Marc
Q: What are your thoughts on SQ.US compared to NVEI.TO for growth
thanks
Peter
thanks
Peter
Q: We have held DELL since 2016, now just under 1% of portfolio. They plan to spin off VMWare and sell BOOMI by the end of this year. Is this a good time to add or just hold?
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Superior Plus Corp. (SPB)
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Alaris Equity Partners Income Trust (AD.UN)
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Exchange Income Corporation (EIF)
Q: Which stock of these three do you prefer and what order would you put them in.
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NVIDIA Corporation (NVDA)
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Roku Inc. (ROKU)
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CrowdStrike Holdings Inc. (CRWD)
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Lightspeed Commerce Inc. Subordinate (LSPD)
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Unity Software Inc. (U)
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Upstart Holdings Inc. (UPST)
Q: Could I have your top 5 growth picks in Canada & USA. Thank you BOB
Q: Please explain where a bought deal is announced by a Company with a broker at a discount to the share price at the time of announcement, where the institution then "shorts' the stock to cover the PP. Rookie question, but the only dumb question is the one not asked.
Q: Hi 5i,
If your recommendation is to use the 3 month T-Bill alternative, what do you see as the high for this rate over the next 5 years?
Thanks for your guess.
If your recommendation is to use the 3 month T-Bill alternative, what do you see as the high for this rate over the next 5 years?
Thanks for your guess.
Q: What do you think about this one here? Got a tip about it and it looks beaten down.
Q: Bought these when you first put them into the Growth Portfolio. Was wondering if you still feel that they have potential. What do you think is needed to get them going in a positive direction? What do their financials look like?
Thanks for your invaluable wisdom and knowledge.
John
Thanks for your invaluable wisdom and knowledge.
John
Q: Lots of talk about China taking over Taiwan. Maybe something happens, maybe not. How would a disruption in Taiwan Semiconductor production/supply impact NVDA in the short to intermediate term? Should the market be pricing in this risk in your opinion?
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
Q: Hi, These stocks have been on a tear recently, specially NVEI, and the guess is, with no specific news. The momentum has simply been Amazing !!! We have no immediate plans to add to or 5-6% position in each. But if we do, does it make sense ? Would you wait for share prices to settle and what would be a decent buy price for each ? Also could you prioritize them in order of current valuation vs growth prospects. Thank You
Q: Hi Peter and Staff
I've learned that sector reallocations can sometimes be cured by changing your allocation % to sectors or by moving a hybrid company from one sector to another. Having said that what would you say a proper allocation between technology and consumer discretionary is for Amazon?
thanks for all you do
Dennis
I've learned that sector reallocations can sometimes be cured by changing your allocation % to sectors or by moving a hybrid company from one sector to another. Having said that what would you say a proper allocation between technology and consumer discretionary is for Amazon?
thanks for all you do
Dennis
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Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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iShares Core MSCI Emerging Markets ETF (IEMG)
Q: Hi Guys
For a long term hold, if your view is the U.S. dollar will decline steeply over time, would it not be best to purchase my Emerging Markets through IEMG, as the foreign currencies become worth more against the U.S. dollar?
thanks Gord
For a long term hold, if your view is the U.S. dollar will decline steeply over time, would it not be best to purchase my Emerging Markets through IEMG, as the foreign currencies become worth more against the U.S. dollar?
thanks Gord
Q: I am familiar with norberts gambit to move Canadian dollars to the US but what is the best way to convert US dollars to Canadian currency?
Q: I was looking at a list of your past picks that haven't been mentioned for awhile but they seem to be doing quite well. In fact, they have as good a track record as some of the US stocks you mentioned recently. Mastercard which I own is under water over the past year, I am thinking of selling it and the above 2 look like good replacements. Preferably, ZS. Do you still pay attention to these 2?
Q: My portfolio shows 15.74 in technology. Would this include tech stocks in etfs I hold?
Q: GA; General Assembly Holdings what about it