Q: Any reason for concern with the recent price action in SE? Is it still a good long-tern hold in your estimation? Thank-you.
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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.
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Sea Limited American Depositary Shares each representing one Class A (SE $157.66)
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Kraken Robotics Inc. (PNG $5.73)
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Zedcor Inc. (ZDC $6.70)
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Super Micro Computer Inc. (SMCI $43.00)
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MDA Space Ltd. (MDA $25.64)
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Sportradar Group AG (SRAD $23.68)
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Lumine Group Inc. (LMN $28.98)
Q: Good morning,
Could you please briefly comment on SE's recent results? As well, could you rank the potential buy order of these seven growth stocks today? Thanks,
Brad
Could you please briefly comment on SE's recent results? As well, could you rank the potential buy order of these seven growth stocks today? Thanks,
Brad
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NexGen Energy Ltd. (NXE $12.18)
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Alphabet Inc. (GOOG $283.90)
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NVIDIA Corporation (NVDA $201.51)
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Sea Limited American Depositary Shares each representing one Class A (SE $157.66)
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Celestica Inc. (CLS $503.69)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $230.17)
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goeasy Ltd. (GSY $165.14)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $209.41)
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Vitalhub Corp. (VHI $10.29)
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Topicus.com Inc. (TOI $133.39)
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Propel Holdings Inc. (PRL $21.29)
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Lumine Group Inc. (LMN $28.98)
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Nebius Group N.V. (NBIS $115.86)
Q: Good Morning,
For a three year hold and potential share price appreciation through growth, in which order might you prefer to purchase the following stocks today: Nvidia, Goog, Nebius, Lumine, Topicus, Vitalhub, SE, Shop, Celestica, Propel, Goeasy, Nexgen, Hammond Power. Thank you. Brad
For a three year hold and potential share price appreciation through growth, in which order might you prefer to purchase the following stocks today: Nvidia, Goog, Nebius, Lumine, Topicus, Vitalhub, SE, Shop, Celestica, Propel, Goeasy, Nexgen, Hammond Power. Thank you. Brad
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Sea Limited American Depositary Shares each representing one Class A (SE $157.66)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $230.17)
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MercadoLibre Inc. (MELI $2,284.43)
Q: I want to like SHOP but get put-off by the (forward) P/E. MELI scores better on P/E and RoE and appears to have momentum. Then there's SE, which shares MELI's P/E but shows better RoE growth; OTOH, it's somewhat more opaque.
I can see how SHOP might stand out on the basis of its global reach (i.e., which offsets possible weakness in North America), but have to wonder if, in the new world order, SouthEast Asia is the territory for e-commerce growth; ideas?
I can see how SHOP might stand out on the basis of its global reach (i.e., which offsets possible weakness in North America), but have to wonder if, in the new world order, SouthEast Asia is the territory for e-commerce growth; ideas?
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Sea Limited American Depositary Shares each representing one Class A (SE $157.66)
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Nutanix Inc. (NTNX $69.23)
Q: Which business do you have more confidence in over the next five years? I have smaller positions in both and would like to merge into one.
Thanks
Thanks
Q: Thoughts on their quarter? Has there been much insider buying over the past 6 months?
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PayPal Holdings Inc. (PYPL $67.51)
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Sea Limited American Depositary Shares each representing one Class A (SE $157.66)
Q: Thoughts on these companies? Would you buy today? If so why?
Q: This company is trending upwards and I’m considering a starting position. What’s your current take on this company?
Thanks
Thanks
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PayPal Holdings Inc. (PYPL $67.51)
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Pfizer Inc. (PFE $24.35)
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Sea Limited American Depositary Shares each representing one Class A (SE $157.66)
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Block Inc. Class A (SQ)
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JD.com Inc. (JD $31.92)
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Roku Inc. (ROKU $108.14)
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Medgold Resources Corp. (MED $0.01)
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Guardant Health Inc. (GH $93.88)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.18)
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Pinterest Inc. Class A (PINS $25.86)
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BioNTech SE (BNTX $104.75)
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Magnite Inc. (MGNI $16.64)
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illumin Holdings Inc. (ILLM $1.13)
Q: HI folks
Sadly, I am down on all of these somewhere between 60 to 95%!!! They mostly but not all started out as somewhat small positions 2 to 4 years ago! I have time to wait longer but: 1)are there any that are absolute failures and therefore should be sold. 2) Would you please rate the selIs from 1 to 10 ..10 being the absolute SELL. 3)How many years should I give these? (tough to answer but just a guess). I will not get much at all for any of them! Please take as many credits as you see fit.
Much Thanks and happy Family weekend
Sadly, I am down on all of these somewhere between 60 to 95%!!! They mostly but not all started out as somewhat small positions 2 to 4 years ago! I have time to wait longer but: 1)are there any that are absolute failures and therefore should be sold. 2) Would you please rate the selIs from 1 to 10 ..10 being the absolute SELL. 3)How many years should I give these? (tough to answer but just a guess). I will not get much at all for any of them! Please take as many credits as you see fit.
Much Thanks and happy Family weekend
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Amazon.com Inc. (AMZN $249.09)
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Illumina Inc. (ILMN $123.29)
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Sea Limited American Depositary Shares each representing one Class A (SE $157.66)
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TELUS Corporation (T $20.61)
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Brookfield Renewable Partners L.P. (BEP.UN $42.95)
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Enghouse Systems Limited (ENGH $20.79)
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Tricon Residential Inc. (TCN $15.34)
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Aritzia Inc. Subordinate Voting Shares (ATZ $97.75)
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The Trade Desk Inc. (TTD $47.78)
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Roku Inc. (ROKU $108.14)
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WELL Health Technologies Corp. (WELL $4.87)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.18)
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Pinterest Inc. Class A (PINS $25.86)
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Zoom Communications Inc. (ZM $83.49)
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Airbnb Inc. (ABNB $122.96)
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Nuvei Corporation (NVEI)
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Catalyst Pharmaceuticals Inc. (CPRX $21.73)
Q: I am currently in the negative on T, AMZN, TTD, TCN, NVEI, CPRX, ATZ, ENGH, LSPD, ABNB, WELL, BEP.UN, ROKU, ILMN, SE, PINS, and ZM. I have a 10+ year outlook, however would like to know based on the company and growth potential, what would you Sell or Hold? And if a Hold, please advise your perspective. Thanks!!
Q: How much of Sea's business is E-commerce, which will experience competition from the TikTok deal.
Q: Hello,
In your response to the last question about Sea Limited, you mentioned that the next quarter would be telling as to its ability to grow profits. Can I get your assessment of this company now that it has reported?
The stock drop today has been brutal and I'm at a loss in a registered account, unfortunately. Can I ask what you would do with it? Thanks,
In your response to the last question about Sea Limited, you mentioned that the next quarter would be telling as to its ability to grow profits. Can I get your assessment of this company now that it has reported?
The stock drop today has been brutal and I'm at a loss in a registered account, unfortunately. Can I ask what you would do with it? Thanks,
Q: Can you give some comments
Q: I’m significantly underweight in my international equity holdings, according to your portfolio analyzer. I’m down a lot on SE and I appreciate you’re not fans of “doubling down” but I can’t help but think with all of the arms of this business that the stock won’t be worth considerably more than it’s current price in the next few years. Any thoughts on its growth prospects?
Q: Hi, Can I get your take on Sea Limited’s recent earnings? I thought they looked pretty good but this morning’s market reaction, not positive.
I’m at a loss on this one in a registered account but I still like the long story. Am I wrong? Would you hold, sell or add at this level? I understand it’s a personal decision…
Thanks,
I’m at a loss on this one in a registered account but I still like the long story. Am I wrong? Would you hold, sell or add at this level? I understand it’s a personal decision…
Thanks,
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PayPal Holdings Inc. (PYPL $67.51)
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Sea Limited American Depositary Shares each representing one Class A (SE $157.66)
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DocuSign Inc. (DOCU $70.23)
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Cardiol Therapeutics Inc. (CRDL $1.51)
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Digital Turbine Inc. (APPS $7.62)
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QuantumScape Corporation Class A (QS $17.52)
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Desktop Metal Inc. Class A (DM $4.96)
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Skillz Inc. Class A (SKLZ $6.31)
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Roblox Corporation Class A (RBLX $103.34)
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C3.ai Inc. Class A (AI $15.97)
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Aeva Technologies Inc. (AEVA $13.56)
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Horizons Global BBIG Technology ETF (BBIG $27.24)
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Sharecare Inc. (SHCR)
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TortoiseEcofin Acquisition Corp. III Class A (TRTL)
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Matterport Inc. (MTTR)
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Ginkgo Bioworks Holdings Inc. Class A (DNA $11.46)
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IonQ Inc. (IONQ $54.60)
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Planet Labs PBC Class A (PL $13.03)
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GeneDx Holdings Corp. (WGS $136.20)
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.
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BlackRock Inc. (BLK $1,080.43)
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JPMorgan Chase & Co. (JPM $311.18)
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Sea Limited American Depositary Shares each representing one Class A (SE $157.66)
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Block Inc. Class A (SQ)
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Live Nation Entertainment Inc. (LYV $141.50)
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Linde plc (LIN $417.95)
Q: Hello, Thank you for your answer to my question on adding to my rrsp stocks. Can I ask the same of my husband’s rrsp - in what order would you add new money to the listed 6 stocks?
Thank you, Doris
Thank you, Doris
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Illumina Inc. (ILMN $123.29)
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Intuitive Surgical Inc. (ISRG $542.67)
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Sea Limited American Depositary Shares each representing one Class A (SE $157.66)
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Brookfield Renewable Partners L.P. (BEP.UN $42.95)
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Enghouse Systems Limited (ENGH $20.79)
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MercadoLibre Inc. (MELI $2,284.43)
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IDEXX Laboratories Inc. (IDXX $704.60)
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The Trade Desk Inc. (TTD $47.78)
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Etsy Inc. (ETSY $60.04)
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JD.com Inc. (JD $31.92)
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Roku Inc. (ROKU $108.14)
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WELL Health Technologies Corp. (WELL $4.87)
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Pure Storage Inc. Class A (PSTG $97.45)
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Crocs Inc. (CROX $80.31)
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Axon Enterprise Inc. (AXON $620.92)
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Guardant Health Inc. (GH $93.88)
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Redfin Corporation (RDFN)
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Perion Network Ltd (PERI $9.29)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.18)
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Pinterest Inc. Class A (PINS $25.86)
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Zoom Communications Inc. (ZM $83.49)
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Fiverr International Ltd. no par value (FVRR $20.31)
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CrowdStrike Holdings Inc. (CRWD $532.05)
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InMode Ltd. (INMD $14.54)
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Lemonade Inc. (LMND $76.87)
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Palantir Technologies Inc. (PLTR $184.58)
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Airbnb Inc. (ABNB $122.96)
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Upstart Holdings Inc. (UPST $40.12)
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Mitek Systems Inc. (MITK $9.14)
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Taboola.com Ltd. (TBLA $3.60)
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Riskified Ltd. Class A (RSKD $4.69)
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Lantheus Holdings Inc. (LNTH $57.09)
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Catalyst Pharmaceuticals Inc. (CPRX $21.73)
Q: Over the past two years with the downturn of the market, I am down significantly with majority of these holdings in various accounts. I have a long-term 10+ year outlook, so looking to see if you feel any of these can be sold off given the outlook, management of the company? If so, what are your recommendations for a growth investor in either CAD/US stock options?
Thanks!!
Thanks!!
Q: Thoughts on their quarterly numbers?
Q: I noticed in a recent answer, you suggested SE as a current buy recommendation. I’m down over 75% on this one but have been wondering about adding to my position. Are there particular growth drivers that you foresee for it, over a longterm (years) hold? Thank you.