Q: I am holding a small position of PERI with a small loses. Please give your opinions of the latest Q2 earning report and recommendation. Thank you. Bill.
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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.
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- DexCom Inc. (DXCM)
- Perion Network Ltd (PERI)
- InMode Ltd. (INMD)
- Lantheus Holdings Inc. (LNTH)
Q: Peter and crew; I currently hold positions in both CIBC and TORONTO Dominion banks. Both have sat in my portfolio to give balance to a tech heavy US investment program. As a growth investor my thinking is to sell both banks, and add to my U S stocks. Can you share with me your one year opinion on Canadian banks and as well suggest 3 or 4 US growth stocks for a1 to 5 year hold.. I have a fairly high risk tolerance and patience
Q: Any updated thoughts on this one? I see they had a pre-announcement yesterday which resulted in a nice pop on a down day. I am gun shy on ad tech due to the hit I took on apps but like a moth to a flame, I remain interested in the space.
Thank you,
Jason
Thank you,
Jason
- United Rentals Inc. (URI)
- Super Micro Computer Inc. (SMCI)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- CSW Industrials Inc. (CSWI)
- Perion Network Ltd (PERI)
- Boot Barn Holdings Inc. (BOOT)
- InMode Ltd. (INMD)
- Lantheus Holdings Inc. (LNTH)
Q: Please list some of your favorite U.S. growth stocks. Perhaps 5 small-cap and 5 mid-caps. Thanks.
- NVIDIA Corporation (NVDA)
- goeasy Ltd. (GSY)
- Exchange Income Corporation (EIF)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Perion Network Ltd (PERI)
- Extreme Networks Inc. (EXTR)
- InMode Ltd. (INMD)
- Boyd Group Services Inc. (BYD)
- Vertiv Holdings LLC Class A (VRT)
- Lantheus Holdings Inc. (LNTH)
Q: With US inflationary concerns (hopefully) receding and the Fed finally pausing on US interest rate hikes (again hopefully) I'm hopeful the US market strength will broaden from some of the mega cap names like NVDA down to more mid-cap opportunities. Are there any mid ($2.5-20bn market cap) names you like currently/would suggest? (US or Canadian)
- Amazon.com Inc. (AMZN)
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Pure Storage Inc. Class A (PSTG)
- Super Micro Computer Inc. (SMCI)
- Armor Minerals Inc. (A)
- Perion Network Ltd (PERI)
- C3.ai Inc. Class A (AI)
Q: Have some cash in US $ registered account dedicated to Tech. In TOTAL Portfolio (CDN & US), we currently own NVDA (8.4%) CSU (7.3%) SHOP (4.7%) GOOG (4.5%), QCOM (4%) MSFT (3.7%), CRWD (2.5%) META (2%) TOI (1.6%)
Have some US $ available, considering : PERI, PSTG, ADOBE, AMZN, SMCI, AI, AMD. Of these, which 2 or 3 would you add to the Tech portfolio (if any) and what would you see as a reasonable purchase price.
Also, given the current/foreseeable environment, at what point would you consider trimming NVDA & CSU ? Please use as many question credits as needed. Many thanks.
Have some US $ available, considering : PERI, PSTG, ADOBE, AMZN, SMCI, AI, AMD. Of these, which 2 or 3 would you add to the Tech portfolio (if any) and what would you see as a reasonable purchase price.
Also, given the current/foreseeable environment, at what point would you consider trimming NVDA & CSU ? Please use as many question credits as needed. Many thanks.
Q: what is to like about Peri?and what is the comparison to Apps?Would the advertising theme not be in trouble with an economic slow down?
How do you see the future of Peri and is this a good time to buy this stock?
How do you see the future of Peri and is this a good time to buy this stock?
Q: Apart from Big Tech, are there any names (in and out of the tech sector) that 'should' be able to capitalize on the rise of AI in the near to medium term?
- Adobe Inc. (ADBE)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Atlassian Corporation (TEAM)
- Advanced Micro Devices Inc. (AMD)
- Pure Storage Inc. Class A (PSTG)
- Super Micro Computer Inc. (SMCI)
- Perion Network Ltd (PERI)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Unity Software Inc. (U)
Q: I hold UNITY and APPS , now less than 1% and at a substantial loss as part of a US $ registered account tilted to growth and, intentionally, heavy in tech. In addition to the above two, it has the following holdings, with % shown of TOTAL (U.S. & Cdn) portfolio, followed by % of profit/loss, Our Canadian portfolio is balanced and much larger.
META .75% (+21%) , TEAM 1.9% (0%), CRWD 2.7% (-20%),
QCOM 3.7% (+45%), MSFT 3.8%(+116%), GOOG 4.5%(+6%), and NVDA 8.8% (+200%).
I am looking at selling U and APPS and perhaps TEAM (?) , increasing META to about 1.5 and looking for something new. Maybe SMCI - but after the parabolic increase in the last month maybe that needs to be on a pullback. Anything about this that you would do differently., including alternatives to SMCI ?
Take as many question credits as needed - many thanks.
META .75% (+21%) , TEAM 1.9% (0%), CRWD 2.7% (-20%),
QCOM 3.7% (+45%), MSFT 3.8%(+116%), GOOG 4.5%(+6%), and NVDA 8.8% (+200%).
I am looking at selling U and APPS and perhaps TEAM (?) , increasing META to about 1.5 and looking for something new. Maybe SMCI - but after the parabolic increase in the last month maybe that needs to be on a pullback. Anything about this that you would do differently., including alternatives to SMCI ?
Take as many question credits as needed - many thanks.
Q: Good morning. I need to add one Non-Canadaian growth stock to my unregistered business portfolio. Can you please give me a a couple of ideas but not MSFT, AMZN or NVDA unless you feel they could be added to at this stage. Two or three ideas would be great. Thanks again.
- The Trade Desk Inc. (TTD)
- Super Micro Computer Inc. (SMCI)
- Perion Network Ltd (PERI)
- Digital Turbine Inc. (APPS)
- Lantheus Holdings Inc. (LNTH)
Q: Re your answer to Adam on APPS.
Throw the towel in and buy what instead?
Thanks
Sheldon
Throw the towel in and buy what instead?
Thanks
Sheldon
Q: Have you read the short report on Perion Network put out by Spruce Capital? Can you please comment on it? I was going to buy, but I am now thinking of waiting.
Thanks
Thanks
- Alphabet Inc. (GOOG)
- Atrium Mortgage Investment Corporation (AI)
- GLOBAL X FDS (BOTZ)
- Super Micro Computer Inc. (SMCI)
- Perion Network Ltd (PERI)
- iShares Robotics and Artificial Intelligence Multisector ETF (IRBO)
Q: I am interested in Ai which stock or ETF should I start with?
- Booking Holdings Inc. (BKNG)
- Lowe's Companies Inc. (LOW)
- Philip Morris International Inc (PM)
- Crocs Inc. (CROX)
- Extra Space Storage Inc (EXR)
- Axos Financial Inc. (AX)
- Perion Network Ltd (PERI)
- Airbnb Inc. (ABNB)
- Lantheus Holdings Inc. (LNTH)
Q: I am looking to build a concentrated US equity portfolio. Could you please identify your favs [greater than 5% allocation] for each of Income, Balanced and Growth portfolios [and, if possible for Quality portfolio].
Thank you.
Thank you.
Q: Hi Peter and team,
Can I get your thoughts on the latest results from PERI? Does the long term outlook continue to look bright as a long term investment?
Thanks for great service,
Angelo
Can I get your thoughts on the latest results from PERI? Does the long term outlook continue to look bright as a long term investment?
Thanks for great service,
Angelo
- 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?
- Illumina Inc. (ILMN)
- NVIDIA Corporation (NVDA)
- Booking Holdings Inc. (BKNG)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- DexCom Inc. (DXCM)
- Perion Network Ltd (PERI)
- Lantheus Holdings Inc. (LNTH)
- IJTiShares S&P Small-Cap 600 Growth ETF (IJT)
Q: Recently trimmed NVDA to bring position weight back in line. For US, any sector, what are a few top picks for a TFSA? And then how would IJT compare for growth potential and risk?
Thanks.
Thanks.
- Super Micro Computer Inc. (SMCI)
- Crocs Inc. (CROX)
- Axon Enterprise Inc. (AXON)
- Guardant Health Inc. (GH)
- Perion Network Ltd (PERI)
- InMode Ltd. (INMD)
Q: Hello
I’ve held Guardant Health in a loss position for too long in a TFSA account. Would you please suggest several possible replacements in the small to mid cap space.
Thank you
I’ve held Guardant Health in a loss position for too long in a TFSA account. Would you please suggest several possible replacements in the small to mid cap space.
Thank you
Q: How do you feel at the moment about adding to Perion after it reported today?
Thanks. Lesley
Thanks. Lesley
- iShares Russell 2000 Growth ETF (IWO)
- Super Micro Computer Inc. (SMCI)
- Crocs Inc. (CROX)
- Perion Network Ltd (PERI)
- Shockwave Medical Inc. (SWAV)
- InMode Ltd. (INMD)
Q: Hi,
I am intrigued by your answer to Derek's question May 3 about TTNM and others.
You said with "...with small caps a basket of three or four companies often is a better approach."
I own IWO (have for years) and note its performance against a US dividend grower like VIG, for almost any period for the last 5 years, has not been as good. That comparison combined with your notion of 3 or 4 small caps, would you be able to suggest your best small cap picks that I could use to replace IWO (recognizing the change in risk/profile of individual stocks vs. a hugely diversified ETF).
Thanks very much. Michael
I am intrigued by your answer to Derek's question May 3 about TTNM and others.
You said with "...with small caps a basket of three or four companies often is a better approach."
I own IWO (have for years) and note its performance against a US dividend grower like VIG, for almost any period for the last 5 years, has not been as good. That comparison combined with your notion of 3 or 4 small caps, would you be able to suggest your best small cap picks that I could use to replace IWO (recognizing the change in risk/profile of individual stocks vs. a hugely diversified ETF).
Thanks very much. Michael