Q: Please comment on earnings. 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.
- Maple Leaf Foods Inc. (MFI)
- Spin Master Corp. Subordinate Voting Shares (TOY)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hi,
I have held both MFI and TOY for several years now. Much to my surprise both popped today from earnings. I am thinking about selling both of these to switch into NVEI (after their earnings next week).
I get that none of these companies are comparable on any metric-but I am interested in your viewpoint of selling stocks that have upward momentum to buy into a stock that currently has downward momentum.
Thanks,
Brad
I have held both MFI and TOY for several years now. Much to my surprise both popped today from earnings. I am thinking about selling both of these to switch into NVEI (after their earnings next week).
I get that none of these companies are comparable on any metric-but I am interested in your viewpoint of selling stocks that have upward momentum to buy into a stock that currently has downward momentum.
Thanks,
Brad
Q: Hello Peter,
What are Nvei's and CSU's estimates? Also, for lower volumes stocks like csu, and topicus, how does a manager sell them? For example, I was trying to sell 10 shares of csu at price x and 100 shares of toi at price y, i placed a limit order for a period of time. On many occasions, the stock hit those limit prices, but i never got them filled. I checked with the brokerage and i was informed that there were not many shares traded at that time so did not fill. Hence, how would a large institution sell a large block when a retail person can't even fill smaller shares due to lower volumes.. What would you suggest a sell or buy strategy for lower volume shares? Thanks very much
What are Nvei's and CSU's estimates? Also, for lower volumes stocks like csu, and topicus, how does a manager sell them? For example, I was trying to sell 10 shares of csu at price x and 100 shares of toi at price y, i placed a limit order for a period of time. On many occasions, the stock hit those limit prices, but i never got them filled. I checked with the brokerage and i was informed that there were not many shares traded at that time so did not fill. Hence, how would a large institution sell a large block when a retail person can't even fill smaller shares due to lower volumes.. What would you suggest a sell or buy strategy for lower volume shares? Thanks very much
Q: What is the recent weakness/ problem with NVEI?
Q: Hello Peter,
Can you comment on ATS Automation's results as well as Topicus? Would both stocks still be a buy? Any idea why Nuvei has been trending downwards? It reports on the 9th. What are Nuvei's estimates? Thanks.
Can you comment on ATS Automation's results as well as Topicus? Would both stocks still be a buy? Any idea why Nuvei has been trending downwards? It reports on the 9th. What are Nuvei's estimates? Thanks.
- PayPal Holdings Inc. (PYPL)
- Mastercard Incorporated (MA)
- Visa Inc. (V)
- Block Inc. Class A (SQ)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
Q: Looking to put some money into fintech space which company or ETF would you recommend
- Amazon.com Inc. (AMZN)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Tesla Inc. (TSLA)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
Q: Please rank the following companies based on future growth in 5-10 years and overall confidence.
Also which companies have the widest moats or even monopolies?
Thanks
Also which companies have the widest moats or even monopolies?
Thanks
- Constellation Software Inc. (CSU)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
Q: Hello Team,
Could you rank these three securities for growth going forward. Would you expect Constellation to continue to grow as it has in the past, given it's now large size. I would expect it to be the safest of the three. Your comments on that as well please.
Thank You,
Barry
Could you rank these three securities for growth going forward. Would you expect Constellation to continue to grow as it has in the past, given it's now large size. I would expect it to be the safest of the three. Your comments on that as well please.
Thank You,
Barry
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hi Team,
I would like to buy one of these two NVEI and LSPD, which is a "better buy" ? are they kind of same business ?
Thanks as always,
Tak
I would like to buy one of these two NVEI and LSPD, which is a "better buy" ? are they kind of same business ?
Thanks as always,
Tak
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
Q: how would you rank these stocks value wise , growth wise and voltility wise ? Thanks Donna
- Parex Resources Inc. (PXT)
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topaz Energy Corp. (TPZ)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Anaergia Inc. Subordinate Voting Shares (ANRG)
Q: These companies appeal to me for various reasons, some of which I currently own. For new money in an unregistered account, in your opinion which two would have the most pop in the near future and likely for a 3 yr hold? Thanks.
- Magna International Inc. (MG)
- Magna International Inc. (MGA)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- eXp World Holdings Inc. (EXPI)
Q: Good morning!
I hold a 1/2 position in Magna. I do believe in this stock longterm. With the shortages and things appearing to be priced in. Is it time to top up to a full position?
On a separate question what are your highest conviction growth pics in TECH for the 4Q.
Preferably US but can spribkle some Canadian names as well.
Thank you for the amazing input and service. It's been immeasurable.
I hold a 1/2 position in Magna. I do believe in this stock longterm. With the shortages and things appearing to be priced in. Is it time to top up to a full position?
On a separate question what are your highest conviction growth pics in TECH for the 4Q.
Preferably US but can spribkle some Canadian names as well.
Thank you for the amazing input and service. It's been immeasurable.
Q: Hello Peter,
With recent announcements of US companies launching Bitcoin ETFs, there is a concern that Canadian Companies may experience outflows. If so, i would think if one was invested in a bitcoin eft such as the one from purpose or evolve, the stock price (representing etf of bitcoin) would still go up if bitcoin went up? Hence, i don't see concern from putting monies in the canadian ETFs. Any comments please? Also, what is your opinion on whether the etfs are hedged? Does it mean the hedging works both ways whether the canadian dollar goes up or down? I was expecting Nuvei to do much better after the US listing but the stock has not moved. Are you still comfortable with new monies in Nuvei? Lastly, i was thinking of increasing my position to 3 percent for ATS automation. From your responses, you seem to like the stock. Thanks very much.
With recent announcements of US companies launching Bitcoin ETFs, there is a concern that Canadian Companies may experience outflows. If so, i would think if one was invested in a bitcoin eft such as the one from purpose or evolve, the stock price (representing etf of bitcoin) would still go up if bitcoin went up? Hence, i don't see concern from putting monies in the canadian ETFs. Any comments please? Also, what is your opinion on whether the etfs are hedged? Does it mean the hedging works both ways whether the canadian dollar goes up or down? I was expecting Nuvei to do much better after the US listing but the stock has not moved. Are you still comfortable with new monies in Nuvei? Lastly, i was thinking of increasing my position to 3 percent for ATS automation. From your responses, you seem to like the stock. Thanks very much.
Q: Any canadian growth stocks looking juicy to snap up currently for a TFSA? Thanks
Q: Is there different ways of calculating price to sales figures re this stock. I see morningstar has a price to sale number of 32.17 for this company, while others show numbers around 18.0 - 19.0. Wander what is the right number and why not standardize the calculation. Many tnx for the great work.
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Bank Nova Scotia Halifax Pfd 3 (BNS)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Topicus.com Inc. (TOI)
- Fobi AI Inc. (FOBI)
Q: Hello Peter,
For additional monies for a balanced approach, i was thinking of putting new monies into Nuvei (instead of Shopify), and rest into one of the banks. I already have Topicus. Does this make sense and if so, which bank would be best at current valuation? Fobi AI has had good news releases, yet stock tumbles. Any comments.. Thanks very much.
For additional monies for a balanced approach, i was thinking of putting new monies into Nuvei (instead of Shopify), and rest into one of the banks. I already have Topicus. Does this make sense and if so, which bank would be best at current valuation? Fobi AI has had good news releases, yet stock tumbles. Any comments.. Thanks very much.
Q: Good Morning
Have you seen any news on the recent decline of NVEI since Friday? Its getting close to my stop and I'm on the fence as to whether to hold or sell. Thoughts?
Thank you.
Have you seen any news on the recent decline of NVEI since Friday? Its getting close to my stop and I'm on the fence as to whether to hold or sell. Thoughts?
Thank you.
- Air Canada Voting and Variable Voting Shares (AC)
- Alimentation Couche-Tard Inc. (ATD)
- Savaria Corporation (SIS)
- goeasy Ltd. (GSY)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Dye & Durham Limited (DND)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: I know you like ADT.B as a company and its management but the stock hasn't done much over the past couple of years. At some point does the lack of share price growth warrant removal from the portfolio?
Savaria is another one, and despite all the potential for a reopening trade Air Canada isn't 'taking off'. Do you think these two should be considered for replacement with something else that can provide better growth?
Please deduct credits accordingly.
Savaria is another one, and despite all the potential for a reopening trade Air Canada isn't 'taking off'. Do you think these two should be considered for replacement with something else that can provide better growth?
Please deduct credits accordingly.
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Unity Software Inc. (U)
- Topicus.com Inc. (TOI)
Q: What technology stocks would you recommend investing in right now, US and Canada?
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Palantir Technologies Inc. Class A (PLTR)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hi Team,
I was debating whether I should sell PLTR to buy MORE of either NVEI or LSPD. Which do you see having more long term potential here? Or should I simply keep holding PLTR? It is a little frustrating watching it go from being up 14% after hours last night to only 1% as I write this. Seems like nothing wants to move the needle anymore with PLTR. Thanks
Shane.
I was debating whether I should sell PLTR to buy MORE of either NVEI or LSPD. Which do you see having more long term potential here? Or should I simply keep holding PLTR? It is a little frustrating watching it go from being up 14% after hours last night to only 1% as I write this. Seems like nothing wants to move the needle anymore with PLTR. Thanks
Shane.