Q: Please comment on the latest Q3 results and whether you would be a buyer of this beaten down stock. Thanks
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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: I am underwater on these two equities and their recovery has been slow compared to some others. I am wondering if more patience is required or is it time to harvest a tax loss and move on. Thanks
Keith
Keith
- Dollar Tree Inc. (DLTR)
- PayPal Holdings Inc. (PYPL)
- Methanex Corporation (MX)
- Block Inc. Class A (SQ)
- Jamieson Wellness Inc. (JWEL)
- DocuSign Inc. (DOCU)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Pinterest Inc. Class A (PINS)
- Mitek Systems Inc. (MITK)
Q: I read with interest your recent response about high risk stocks for conservative investors. Me, becoming more a conservative investor (as I enter my 80's but still like growth....hahahaha). With that in mind would you consider the following stocks high risk - LSPD, MX, JWEL, and in the US, MITK, PINS, PYPL, SQ, DLTR, DOCU....Thanks for your take.........Tom
- Alphabet Inc. (GOOG)
- PayPal Holdings Inc. (PYPL)
- Medtronic plc. (MDT)
- NFI Group Inc. (NFI)
- DocuSign Inc. (DOCU)
- Pinterest Inc. Class A (PINS)
Q: Similar to a question you responded to recently. I hold the above stocks....all in the red....and wondering if I should hold or sell and replace with another stock....and if sell, please suggest a replacement.......Thanks for your insight....Tom
Q: Your comments on the latest quarterly results please. Is it still worthy to hold ?
- Illumina Inc. (ILMN)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Veeva Systems Inc. Class A (VEEV)
- Real Matters Inc. (REAL)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Alteryx Inc. Class A (AYX)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Guardant Health Inc. (GH)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Perion Network Ltd (PERI)
- Unity Software Inc. (U)
- Lantheus Holdings Inc. (LNTH)
- illumin Holdings Inc. (ILLM)
Q: I’m significantly underwater on these stocks. Can you please advise which ones you’d hold, and which ones you’d sell? Can you please also give 5 growth stocks in Canada and 5 in the US that you are high on right now in place of the above?
Q: Peter; Could you comment on both ADBE and CTS earnings and outlook? Thanks
Rod
Rod
Q: I wonder why this stock dropped so much on Friday's trading, earning related or SVB related? Thanks.
- Meta Platforms Inc. (META)
- NVIDIA Corporation (NVDA)
- Twilio Inc. Class A (TWLO)
- DocuSign Inc. (DOCU)
- Evolve Innovation Index Fund (EDGE)
- Coinbase Global Inc (COIN)
- iShares Exponential Technologies Index ETF (XEXP)
Q: Hi there, I have EDGE and curious about XEXP. I know you don't normally go for new / low AUM ETFs but could you provide some analysis on whether you might make the switch from EDGE to the new Blackrock fund? I think hoping to get your thoughts as follows (charge multiple questions if warranted):
1. please compare the two products ignoring the differences in track record / AUM
2. If an investor likes XEXP better from a product design perspective, when might you be comfortable moving in (6 months and 100m AUM? less, more?)
Thanks!
1. please compare the two products ignoring the differences in track record / AUM
2. If an investor likes XEXP better from a product design perspective, when might you be comfortable moving in (6 months and 100m AUM? less, more?)
Thanks!
- Autodesk Inc. (ADSK)
- Roku Inc. (ROKU)
- Okta Inc. (OKTA)
- DocuSign Inc. (DOCU)
- Zoom Video Communications Inc. (ZM)
- Datadog Inc. (DDOG)
Q: I have small positions in the above noted companies held in my TFSA. They are all underwater and so there is no tax advantage to selling these losers. I would like to sell some or all of them and either to one or more of them or move on to some small techs that have more prospects. Can you let me know which of these you would sell hold or add to. Thanks for your ongoing great advise.
- PayPal Holdings Inc. (PYPL)
- Sea Limited American Depositary Shares each representing one Class A (SE)
- DocuSign Inc. (DOCU)
- Cardiol Therapeutics Inc. (CRDL)
- Digital Turbine Inc. (APPS)
- QuantumScape Corporation Class A (QS)
- Desktop Metal Inc. Class A (DM)
- Skillz Inc. Class A (SKLZ)
- Roblox Corporation Class A (RBLX)
- C3.ai Inc. Class A (AI)
- Aeva Technologies Inc. (AEVA)
- Horizons Global BBIG Technology ETF (BBIG)
- Sharecare Inc. (SHCR)
- TortoiseEcofin Acquisition Corp. III Class A (TRTL)
- Matterport Inc. (MTTR)
- Ginkgo Bioworks Holdings Inc. Class A (DNA)
- IonQ Inc. (IONQ)
- Planet Labs PBC Class A (PL)
- GeneDx Holdings Corp. (WGS)
Q: Hi there, I am down considerably on the above stocks. Can you please advise which stocks have the greatest chance to recover in the next few years? Most are over 70% down and should I sell some to reinvest in better operating companies such as GOOG and AMZN. thank you for your time.
Q: Good Morning
Of the following 3 stocks crwd docu veev which would you consider to be a hold and which would you consider to be a sell
I would have about a 2 year horizon
Thks
Marse
Of the following 3 stocks crwd docu veev which would you consider to be a hold and which would you consider to be a sell
I would have about a 2 year horizon
Thks
Marse
- Adobe Inc. (ADBE)
- NVIDIA Corporation (NVDA)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Atlassian Corporation (TEAM)
- Veeva Systems Inc. Class A (VEEV)
- Roku Inc. (ROKU)
- DocuSign Inc. (DOCU)
- Antero Resources Corporation (AR)
- Digital Turbine Inc. (APPS)
- Topicus.com Inc. (TOI)
Q: I'm looking at your answer to Shane's Jan 5 question about your caveats on recovery of stocks. Do you see any of the stocks listed here whose recovery may be limited and if so, which ones and based on which caveats? Thank you.
Q: Was happy to see DOCU's small rebound and the relatively positive report you gave them in your answer to a previous question.
My question is whether they really have a moat with their product or whether it can be reproduced by a bigger player like Microsoft.
Your answer will help to decide whether it's better to sell during this rebound or hope for a return to the heights it once enjoyed.
My question is whether they really have a moat with their product or whether it can be reproduced by a bigger player like Microsoft.
Your answer will help to decide whether it's better to sell during this rebound or hope for a return to the heights it once enjoyed.
Q: Good afternoon, could you comment on DOCUs last earnings? What are your thoughts about the company? There some things to like for sure if you feel it's turning the corner.
thx, Mark
thx, Mark
Q: Good morning
I hold the following stocks in a US Riff
crowdstrike
docu sign
veeva systems
Are these now a hold or a sell and why
I can continue to hold but concerned about maybe going to zero in this market
Your comments would be appreciated
Thks
Marse
I hold the following stocks in a US Riff
crowdstrike
docu sign
veeva systems
Are these now a hold or a sell and why
I can continue to hold but concerned about maybe going to zero in this market
Your comments would be appreciated
Thks
Marse
- Sea Limited American Depositary Shares each representing one Class A (SE)
- Parkland Corporation (PKI)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
- Invesco Solar ETF (TAN)
- Vanguard Total International Stock (VXUS)
- MercadoLibre Inc. (MELI)
- Vanguard FTSE Developed Markets ETF (VEA)
- SVB Financial Group (SIVB)
- DocuSign Inc. (DOCU)
- SolarEdge Technologies Inc. (SEDG)
- ARK Innovation ETF (ARKK)
- Global X MSCI China Consumer Discretionary ETF (CHIQ)
- ARK Genomic Revolution ETF (ARKG)
- ARK Autonomous Technology & Robotics ETF (ARKQ)
- Paramount Global (PARA)
Q: Hi! Doing some cleaning up and wondering if these are buy, sell, or hold. In reference to Shane's comments I also agree that it wasn't too long ago that so many advisors were recommending growth stocks at lofty prices. Having always been a more of a value investor I dipped my toes, but am feeling like I'd be too scared to ever enter any kind of a growth stock again. I know if interest rates peak you feel these can do well again but only time will tell and many investors have lost lots of money on the high growth names like in Cathy Wood's funds. Happy to hold any of these names if there could ever be a turn around. Thank you!
Q: Hi,
In your recent blog on 5 investing principles, you say it is important to distinguish between permanent and temporary market losses. However, you do not say how to do that. DOCU, PTON and NFLX all did great in the pandemic. All are floundering now. So, do you view the market losses in DOCU, PTON and NFLX as permanent or temporary and why?
Thanks.
In your recent blog on 5 investing principles, you say it is important to distinguish between permanent and temporary market losses. However, you do not say how to do that. DOCU, PTON and NFLX all did great in the pandemic. All are floundering now. So, do you view the market losses in DOCU, PTON and NFLX as permanent or temporary and why?
Thanks.
- Costco Wholesale Corporation (COST)
- Suncor Energy Inc. (SU)
- Dollarama Inc. (DOL)
- Superior Plus Corp. (SPB)
- Kinaxis Inc. (KXS)
- Agnico Eagle Mines Limited (AEM)
- goeasy Ltd. (GSY)
- WELL Health Technologies Corp. (WELL)
- DocuSign Inc. (DOCU)
- PENN Entertainment Inc. (PENN)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Newmont Corporation (NGT)
Q: this is my mix of companies. which would you cull and what do you recommend to replace?
Q: Hi team! I have held those 2 for over 2 years. Down over 70+ % . I am thinking to sell and buy alphabet for 2 to 5 years. Your thoughts and some conservative predictions if you were in my situation? Thanks !