Q: What are your thoughts on Uber shares and the prospects for the stock price over the next year? It looks to be a strong candidate for inclusion in the index, but aside from that are you fans of their fundamentals?
Thanks as always!
Q: It seems the outlook for Uber is changing positively. Although I don't think it can be placed in the same rarefied space as GOOG, AMZN etc in the technology space, do you see it as getting to occupy the same space in the next 5 to 7 years (my time frame before drawing down).
Please briefly give your bull case and bear case for this tech co
Q: My understanding of the network effect is that it creates a virtuous circle of growth and increasing strength for the best companies - they become more valuable as they gain size over time, e.g. SHOP, AMZN.
What are your favs in any sectors that meet this criteria?
Q: Hi Team,
Your recommendations on "Food Delivery Service" companies trade in Canadian and/or US exchanges or ETF?
Thank you for your help and appreciate your good services !!
Tak
Q: COULD YOU TELL ME WHICH OF THESE 2 YOU PREFER FOR 1-3 YEAR HOLD , AND WHY AND ALSO WHICH HAS THE BEST AUTONOMOUS PROGRAM TO CAPTURE THAT MARKET THANKS GREG
Q: What is your view on the Transportation as a Service (TaaS) space and what would be your recommendation for investment. I am interested in both Canadian and US companies.
Your insight is greatly appreciated.
Peter
Q: I thought that other members would find this article about ride sharing in other jurisdictions interesting considering all the recent ridesharing IPOs.
Q: Looking to add a US growth company . Sector is not a concern. Lyft seems interesting since it is now 20 percent below its ipo... Would you wait a bit longer for shares to find a bottom or buy half now and see where it goes from there? Uber IPO is coming up as well do you see that having any affect on the stock price?