Q: For a TFSA, long-term outlook, growth potential is primary with valuation a secondary consideration, which one would you add first? Am patient and can wait for more of a pull back, can you please provide an attractive entry point for each? Thank you for all your insights and advice.
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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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WSP Global Inc. (WSP $288.09)
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Thomson Reuters Corporation (TRI $235.79)
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goeasy Ltd. (GSY $209.20)
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Aritzia Inc. Subordinate Voting Shares (ATZ $87.21)
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Topicus.com Inc. (TOI $165.01)
Q: Similar to the previous question posted for US stocks. Could you please provide your top 6 CAD picks regardless of sector?
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Salesforce Inc. (CRM $242.52)
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Constellation Software Inc. (CSU $4,301.83)
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Kinaxis Inc. (KXS $187.00)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.67)
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Atlassian Corporation (TEAM $173.87)
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Veeva Systems Inc. Class A (VEEV $276.27)
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The Trade Desk Inc. (TTD $45.54)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.87)
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CrowdStrike Holdings Inc. (CRWD $444.77)
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Topicus.com Inc. (TOI $165.01)
Q: Thanks for your insights in structuring the TFSA for 2022 and going forward, dated October 26, 2022. To transition to the new "alignment", I will need to transfer a number of Technology stock positions, see above, to a trading account, or sell....and I would like your take on this matter as the intention is to transition is DSG and NVDA.
The present TFSA is tilted, well more than that, like 45% + to tech positions, including VEEV. As the TFSA is tilted to growth-eee positions which ones would be better now held in a trading account, aka lower growth going forward....or if there are any that are no longer high conviction, please let me know....Thanks for all the sound/solid insights......Tom
The present TFSA is tilted, well more than that, like 45% + to tech positions, including VEEV. As the TFSA is tilted to growth-eee positions which ones would be better now held in a trading account, aka lower growth going forward....or if there are any that are no longer high conviction, please let me know....Thanks for all the sound/solid insights......Tom
Q: Is it too late to invest TOI? The stock has appreciated so fast, I'm concerned with the current valuation and the possible correction if there is any bad news. Please advise. Thanks
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Roku Inc. (ROKU $93.92)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.87)
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Topicus.com Inc. (TOI $165.01)
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DigitalOcean Holdings Inc. (DOCN $36.98)
Q: What crappy news to wake up this a.m. All down substantially pre market
When you consider the results of each of these companies and they were all current holdings at reasonable weightings would you hold, sell, or buy more given the levels they have fallen to and your outlook going forward?
Sheldon
When you consider the results of each of these companies and they were all current holdings at reasonable weightings would you hold, sell, or buy more given the levels they have fallen to and your outlook going forward?
Sheldon
Q: Hi. Please comment on Topicus earnings. Thanks
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ATS Corporation (ATS $38.18)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $165.01)
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.
Q: Please comment on earnings
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BMO Nasdaq 100 Equity Hedged To CAD Index ETF (ZQQ $167.21)
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iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP $67.98)
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iShares S&P/TSX Capped Energy Index ETF (XEG $18.31)
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Invesco NASDAQ 100 Index ETF (QQC.F $190.04)
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Topicus.com Inc. (TOI $165.01)
Q: Recently I sold units in FID6000 in my grandson's RESP because of its poor year to date performance and high MER. We did book an overall gain of 130% over a 3 year period. The RESP account owns a variety of income producing positions. that have modest gains. I am looking to invest in something growth oriented, with maybe a 3 to 5 year horizon ahead. I am considering splitting between one or two ETFs listed above and possibly TOI. Do you expect further growth from TOI?. Opinions on ETF's please. Moderate risk OK. Canadian currency only account.
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Amazon.com Inc. (AMZN $231.43)
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Alphabet Inc. (GOOG $251.76)
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NVIDIA Corporation (NVDA $177.75)
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Constellation Software Inc. (CSU $4,301.83)
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Kinaxis Inc. (KXS $187.00)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.67)
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Tesla Inc. (TSLA $410.04)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.87)
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CrowdStrike Holdings Inc. (CRWD $444.77)
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Digital Turbine Inc. (APPS $5.03)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $165.01)
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
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Constellation Software Inc. (CSU $4,301.83)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $165.01)
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
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.87)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $165.01)
Q: how would you rank these stocks value wise , growth wise and voltility wise ? Thanks Donna
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Alphabet Inc. (GOOG $251.76)
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NVIDIA Corporation (NVDA $177.75)
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Sun Life Financial Inc. (SLF $82.21)
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Aritzia Inc. Subordinate Voting Shares (ATZ $87.21)
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CrowdStrike Holdings Inc. (CRWD $444.77)
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Digital Turbine Inc. (APPS $5.03)
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Topicus.com Inc. (TOI $165.01)
Q: Please list your top 5 absolutely MUST-have stocks, regardless of sector or industry. (feel free to adjust the number of stocks, to more or less than 5 if you want)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.87)
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Docebo Inc. (DCBO $42.03)
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Topicus.com Inc. (TOI $165.01)
Q: Can you give me analysts expected revenue and earnings for the upcoming quarter for the following:
Topicus
Lightspeed
Docebo
Thx
Topicus
Lightspeed
Docebo
Thx
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WSP Global Inc. (WSP $288.09)
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Whitecap Resources Inc. (WCP $10.65)
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goeasy Ltd. (GSY $209.20)
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Leon's Furniture Limited (LNF $29.06)
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WELL Health Technologies Corp. (WELL $4.72)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.87)
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Topicus.com Inc. (TOI $165.01)
Q: I would like to add to 5 of the above positions in my TFSA. Based on the current environment, which 5 positions would benefit the most from a larger base. Thank you.
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Parex Resources Inc. (PXT $18.19)
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goeasy Ltd. (GSY $209.20)
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Aritzia Inc. Subordinate Voting Shares (ATZ $87.21)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topaz Energy Corp. (TPZ $25.23)
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Topicus.com Inc. (TOI $165.01)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT $6.19)
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Anaergia Inc. (ANRG $2.83)
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.
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Sangoma Technologies Corporation (STC $8.28)
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WELL Health Technologies Corp. (WELL $4.72)
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Converge Technology Solutions Corp. (CTS $5.99)
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Dye & Durham Limited (DND $10.34)
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Wecommerce Holdings Ltd. (WE)
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Topicus.com Inc. (TOI $165.01)
Q: How would you rank these Canadian small cap tech stocks for (a) new money now and (b) future growth prospects?
Thanks!
Thanks!
Q: Whats expected from these 2 this quarter?
Thx
Thx
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Apple Inc. (AAPL $236.70)
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Microsoft Corporation (MSFT $515.36)
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NVIDIA Corporation (NVDA $177.75)
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Constellation Software Inc. (CSU $4,301.83)
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Kinaxis Inc. (KXS $187.00)
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Topicus.com Inc. (TOI $165.01)
Q: I need to reduce my technology holdings to balance to the Portfolio Analytics suggested weights. In tech I am biased towards growth and strong fundamentals. Which of the above listed would you sell (if any). Are there any companies in technology that you would consider "must own" names in such a portfolio?
Deduct as many points a you wish.
Many Thanks for you help
John
Deduct as many points a you wish.
Many Thanks for you help
John
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Royal Bank of Canada (RY $200.25)
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Toronto-Dominion Bank (The) (TD $106.96)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.67)
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Bank of Nova Scotia (The) (BNS $64.00)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $165.01)
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Fobi AI Inc. (FOBI $0.04)
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.