Investment Q&A

• Meta Platforms Inc. (META)
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• CrowdStrike Holdings Inc. (CRWD)
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• Digital Turbine Inc. (APPS)
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Q: I have positions in APPS and CRWD which have seen significant declines recently. Would you shift into a large cap name like FB now?
Which ones of these would bounce the most in a recovery?

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Read Answer Asked by Mike on January 27, 2022

• Advanced Micro Devices Inc. (AMD)
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Q: not sure i get the decline in amd from 164 to 104 in 4 weeks.
great ceo in lisa su, the merger with xilinx should close soon, is this overdone or justified.
would you be a buyer. dave

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Read Answer Asked by david on January 27, 2022

• Estee Lauder Companies Inc. (The) (EL)
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Q: They release their earnings next week. Stock down a lot recently (back to spring '21 levels). Do you think it is already pricing in expected weak earnings (Omicron)? In other words, is it oversold and you would hold (if already long and ignoring other portfolio factors)?

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Read Answer Asked by Doug on January 27, 2022

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
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• Brookfield Infrastructure Corporation (BIPC)
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Q: Good afternoon,
As a follow up to a previous question about an infrastructure investment. Would you buy BIPC in the US or Canadian version? And, would you hold it in a registered or non-registered account? I would appreciate a brief explanation. Thank You.

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Read Answer Asked by Patrick on January 27, 2022

• Dye & Durham Limited (DND)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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Q: Please advise your outlook for these companies
Thanks
Terry

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Read Answer Asked by TERRY on January 27, 2022

• Greenlane Renewables Inc. (GRN)
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• Danimer Scientific Inc. (DNMR)
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• Anaergia Inc. (ANRG)
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Q: I own a 1/3 position of each of the following: ANRG, GRN, and DNMR, and considering adding a little more to my environmental sector stocks. Your thoughts on these companies and is now a good time to do this? If so, do you like adding to all the above, or something else?

Thx again.

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Read Answer Asked by Henry on January 27, 2022

• Sangoma Technologies Corporation (STC)
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• Converge Technology Solutions Corp. (CTS)
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Q: Good morning,

Between the above 2 stocks which would you prefer to buy and why? Also prospects for both?
Many thanks.

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Read Answer Asked by Michael on January 27, 2022

• WSP Global Inc. (WSP)
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• Aecon Group Inc. (ARE)
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Q: Please provide the fundamentals of Aecon.
Is it a good company to hold in a volatile environment? If not, please advise which company you prefer in the same industry.

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Read Answer Asked by Kristelle on January 27, 2022

• Veeva Systems Inc. Class A (VEEV)
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Q: I am down 25% on this investment. Wondering what your thoughts are in this market, and going forward. Hold on, or move on? TIA

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Read Answer Asked by Steven on January 27, 2022

• Constellation Software Inc. (CSU)
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• Topicus.com Inc. (TOI)
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Q: The Technology sector has seen a dramatic valuation reset. Would this be a catalyst for growth of CSU and TOI since the companies they look to acquire may now be more reasonably priced? Would this apply to other high quality growth by acquisition technology companies?

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Read Answer Asked by Joel on January 27, 2022

• Carriage Services Inc. (CSV)
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Q: Hi Team, CSV has come down quite a bit from the high of $66 it reached after its last earnings release. Now around $50. Do you like it today?

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Read Answer Asked by Ken on January 27, 2022

• Apple Inc. (AAPL)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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Q: With the upcoming rate hikes, when would be the best time to take a position in big tech?

Also, GOOG or GOOGL?

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Read Answer Asked by Brett on January 27, 2022

• Tesla Inc. (TSLA)
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• Shopify Inc. (SHOP)
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Q: Hi team,

Which of these 2 would you buy today?

Thanks

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Read Answer Asked by David on January 27, 2022

• AbbVie Inc. (ABBV)
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• Johnson & Johnson (JNJ)
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Q: Want to trade JNJ out of my US dividend growth portfolio (retired, live on divys) as to not be in a complicated tax situation when the company splits up. What is a good trade for JNJ? Dividend amount and growth is important. Thanks Ron

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Read Answer Asked by Ronald on January 27, 2022

• Haivision Systems Inc. (HAI)
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Q: Your thoughts on results please and would you recommend holding or do you see a better alternative worth switching to. Thanks John

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Read Answer Asked by John on January 27, 2022

• POET Technologies Inc. (PTK)
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Q: Good morning ... kindly provide your current thoughts on this company and its prospects going forward. Has it got to a point where you would consider it buyable?

Thanks, Rick

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Read Answer Asked by Richard on January 27, 2022

• United Rentals Inc. (URI)
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Q: Hi,
United Rentals, Inc. (NYSE:URI) announces a share repurchase program. Under the program, the company will repurchase up to $1,000 million worth of its shares. The company intends to complete the repurchase program in 2022.

is the time to buy United Rentals URI
thanks
jean guy

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Read Answer Asked by Jean Guy on January 27, 2022

• Goldman Sachs Group Inc. (The) (GS)
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• Morgan Stanley (MS)
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Q: Would you prefer Morgan Stanley or Goldman Sachs today.
Thank You,
Barry

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Read Answer Asked by Barry on January 27, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: Is SHOP attractive to you today at the current price or do you think there is still plenty of room for the market freefall to pull it down further?

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Read Answer Asked by Harrison on January 27, 2022

• Aurora Cannabis Inc. (ACB)
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Q: I have owned this stock for three months. Should I cut my losses here, or is a turnaround in price a possibility this year.

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Read Answer Asked by Kevin on January 27, 2022