Investment Q&A

• Meta Platforms Inc. (META $780.08)
  • $780.08 P/E (TTM): 28.66X Cap: $1.95T
  • View META Profile
  • View Questions on META
• CrowdStrike Holdings Inc. (CRWD $432.12)
  • $432.12 Cap: $107.70B
  • View CRWD Profile
  • View Questions on CRWD
• Digital Turbine Inc. (APPS $4.39)
  • $4.39 Cap: $474M
  • View APPS Profile
  • View Questions on APPS

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?

Upvote 0

Read Answer Asked by Mike on January 27, 2022

• Advanced Micro Devices Inc. (AMD $184.42)
  • $184.42 P/E (TTM): 127.7X Cap: $299.28B
  • View AMD Profile
  • View Questions on AMD

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

Upvote 0

Read Answer Asked by david on January 27, 2022

• Estee Lauder Companies Inc. (The) (EL $95.26)
  • $95.26 Cap: $34.26B
  • View EL Profile
  • View Questions on EL

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)?

Upvote 0

Read Answer Asked by Doug on January 27, 2022

• Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC $55.38)
  • $55.38 Cap: $7.31B
  • View BIPC Profile
  • View Questions on BIPC
• Brookfield Infrastructure Corporation (BIPC $40.22)
  • $40.22 Cap: $5.31B
  • View BIPC Profile
  • View Questions on BIPC

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.

Upvote 0

Read Answer Asked by Patrick on January 27, 2022

• Dye & Durham Limited (DND $10.87)
  • $10.87 Cap: $730M
  • View DND Profile
  • View Questions on DND
  • View Reports on DND
• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
  • View NVEI Profile
  • View Questions on NVEI

Q: Please advise your outlook for these companies
Thanks
Terry

Upvote 0

Read Answer Asked by TERRY on January 27, 2022

• Greenlane Renewables Inc. (GRN $0.10)
  • $0.10 Cap: $15M
  • View GRN Profile
  • View Questions on GRN
• Danimer Scientific Inc. (DNMR)
  • Cap: $3M
  • View DNMR Profile
  • View Questions on DNMR
• Anaergia Inc. (ANRG $1.36)
  • $1.36 Cap: $231M
  • View ANRG Profile
  • View Questions on ANRG

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.

Upvote 0

Read Answer Asked by Henry on January 27, 2022

• Sangoma Technologies Corporation (STC $8.05)
  • $8.05 Cap: $269M
  • View STC Profile
  • View Questions on STC
• Converge Technology Solutions Corp. (CTS $5.99)
  • $5.99 Cap: $1.12B
  • View CTS Profile
  • View Questions on CTS

Q: Good morning,

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

Upvote 0

Read Answer Asked by Michael on January 27, 2022

• WSP Global Inc. (WSP $284.05)
  • $284.05 P/E (TTM): 46.04X Cap: $37.07B
  • View WSP Profile
  • View Questions on WSP
  • View Reports on WSP
• Aecon Group Inc. (ARE $20.76)
  • $20.76 Cap: $1.30B
  • View ARE Profile
  • View Questions on ARE

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.

Upvote 0

Read Answer Asked by Kristelle on January 27, 2022

• Veeva Systems Inc. Class A (VEEV $279.18)
  • $279.18 P/E (TTM): 58.48X Cap: $45.62B
  • View VEEV Profile
  • View Questions on VEEV

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

Upvote 0

Read Answer Asked by Steven on January 27, 2022

• Constellation Software Inc. (CSU $4,507.58)
  • $4,507.58 P/E (TTM): 97.21X Cap: $95.52B
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Topicus.com Inc. (TOI $167.23)
  • $167.23 P/E (TTM): 83.99X Cap: $21.71B
  • View TOI Profile
  • View Questions on TOI
  • View Reports on TOI

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?

Upvote 0

Read Answer Asked by Joel on January 27, 2022

• Carriage Services Inc. (CSV $47.94)
  • $47.94 P/E (TTM): 16.15X Cap: $752M
  • View CSV Profile
  • View Questions on CSV

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?

Upvote 0

Read Answer Asked by Ken on January 27, 2022

• Apple Inc. (AAPL $233.33)
  • $233.33 P/E (TTM): 34.85X Cap: $3.46T
  • View AAPL Profile
  • View Questions on AAPL
• Alphabet Inc. (GOOG $203.03)
  • $203.03 P/E (TTM): 21.77X Cap: $2.45T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $520.58)
  • $520.58 P/E (TTM): 38.8X Cap: $3.86T
  • View MSFT Profile
  • View Questions on MSFT

Q: With the upcoming rate hikes, when would be the best time to take a position in big tech?

Also, GOOG or GOOGL?

Upvote 0

Read Answer Asked by Brett on January 27, 2022

• Tesla Inc. (TSLA $339.38)
  • $339.38 P/E (TTM): 197.02X Cap: $1.09T
  • View TSLA Profile
  • View Questions on TSLA
• Shopify Inc. (SHOP $150.09)
  • $150.09 P/E (TTM): 83.94X Cap: $195.02B
  • View SHOP Profile
  • View Questions on SHOP

Q: Hi team,

Which of these 2 would you buy today?

Thanks

Upvote 0

Read Answer Asked by David on January 27, 2022

• AbbVie Inc. (ABBV $201.47)
  • $201.47 P/E (TTM): 84.89X Cap: $355.90B
  • View ABBV Profile
  • View Questions on ABBV
• Johnson & Johnson (JNJ $174.42)
  • $174.42 P/E (TTM): 18.48X Cap: $420.06B
  • View JNJ Profile
  • View Questions on JNJ

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

Upvote 0

Read Answer Asked by Ronald on January 27, 2022

• Haivision Systems Inc. (HAI $4.76)
  • $4.76 Cap: $131M
  • View HAI Profile
  • View Questions on HAI

Q: Your thoughts on results please and would you recommend holding or do you see a better alternative worth switching to. Thanks John

Upvote 0

Read Answer Asked by John on January 27, 2022

• POET Technologies Inc. (PTK $7.20)
  • $7.20 Cap: $653M
  • View PTK Profile
  • View Questions on PTK

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

Upvote 0

Read Answer Asked by Richard on January 27, 2022

• United Rentals Inc. (URI $932.23)
  • $932.23 P/E (TTM): 23.75X Cap: $59.98B
  • View URI Profile
  • View Questions on URI

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

Upvote 0

Read Answer Asked by Jean Guy on January 27, 2022

• Goldman Sachs Group Inc. (The) (GS $744.69)
  • $744.69 P/E (TTM): 16.38X Cap: $225.43B
  • View GS Profile
  • View Questions on GS
• Morgan Stanley (MS $147.76)
  • $147.76 P/E (TTM): 17.27X Cap: $235.87B
  • View MS Profile
  • View Questions on MS

Q: Would you prefer Morgan Stanley or Goldman Sachs today.
Thank You,
Barry

Upvote 0

Read Answer Asked by Barry on January 27, 2022

• Shopify Inc. Class A Subordinate Voting Shares (SHOP $206.78)
  • $206.78 P/E (TTM): 83.94X Cap: $268.68B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP

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?

Upvote 0

Read Answer Asked by Harrison on January 27, 2022

• Aurora Cannabis Inc. (ACB $7.63)
  • $7.63 P/E (TTM): 72.5X Cap: $430M
  • View ACB Profile
  • View Questions on ACB

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.

Upvote 1

Read Answer Asked by Kevin on January 27, 2022