Investment Q&A

Q: I'm hoping you can give your thoughts on these as well as rank these potential AI companies for a 5 year hold.

EPAM; GLOB; C3AI; PERI; UPST; PLTR; SNOW; CAN; VRT

Q: Its pretty obvious that AI is going to be a big investment thesis this year and likely for a number of years. It looks like it will be very disruptive, which will create investment opportunities. With that will come hype and promotion of low quality companies that will get propped up in the wave of AI. Like crypto, NFT's, etc etc I think AI will probably be the next craze, and a lot of money will be made and lost. But so far the only recommendations I'm reading about are mega caps like Nvidia, Apple, GOOG which can do well but they aren't going to be multibaggers. Do you have any insight into smaller companies that may benefit most from this AI boom? Looking for game changing smaller companies that have the best chance at multibagger gains? Thx

Q: If Ukraine war is soon to be ended, which stocks or ETF will be benefit most? Which ones will have a big down? Please name a few for long term investing. Thanks.

Q: Does the recent earnings release provide some clarity on EPAM short and longer term? Would you consider it a buy? Thank-you

Q: Good day,

I am looking for a good (over-priced) US stock to for a Put spread - one where the premium (implied volatility) is reasonable. I had a Put spread on TSLA, but got out of it when they announced the spilt (as those options, post-split, go to the liquidity wasteland). Thanks

ps. I would prefer a US stock, but if that is not doable, then CDN will do. Thx

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!

Q: Is EPAM a buy at low 200. Please advise

Q: Hi team,

For new money what are your top names?

And which names are you watching closely to buy in another 10%?

Q: EPAM Systems is down today, this is after investors had a chance to digest earning. Was the growth not enough or is this a case of over priced growth stocks still out of favour? Is the current price reasonable vs future expectations?

Q: I'd like to start picking up some tech stocks and am looking for recommendations in Canada and the US. Currently thinking of the following:

US: EPAM, ADBE, MSFT, FB
CA: TOI, TIXT, SHOP and NUVEI

Do you like this list or are there changes you would make to my list?

Q: Your top 10 US growth stocks please. Thanks.

Q: With interest rates rising, companies with heavy debt loads may suffer somewhat.
Can you please offer 5-10 top picks with large cash balances and low debt w/best bets in each Cda and US? also which big cap sectors would you stay away from due to large debt holdings? many thanks...

Q: Hello Peter & Ryan,
My wife would like to have your thoughts on EPAM & DAVA. She has some cash but only enough to buy either EPAM or DAVA. She wants to know which one do you prefer and why?

By-the-way there is still no response to my question on UFS submitted almost 2 days ago.

Your opinions are always valued (even if occasionally a little tardy)!
Jim

Q: I have done well with this stock, up 176%. I know you like to recommend we let winners run. Any reason to trim or take some profits on this company? Thank you. Bill Younie

Q: Can I get your take on this company please.

Thanks