• Cadence Design Systems Inc. (CDNS)
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Q: As this conglomerate company has just been awarded the contract for a high speed train from Quebec City to Toronto would you feel this is a good time to buy a small % ?

Upvote 2

Read Answer Asked by Rita on February 20, 2025

• Intuit Inc. (INTU)
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• Salesforce Inc. (CRM)
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• ServiceNow Inc. (NOW)
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• Palo Alto Networks Inc. (PANW)
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• Cadence Design Systems Inc. (CDNS)
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• MongoDB Inc. (MDB)
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• CrowdStrike Holdings Inc. (CRWD)
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• Datadog Inc. (DDOG)
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• Snowflake Inc. Class A (SNOW)
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Q: I own small (2-3%) positions in Snowflake, MongoDB, and Datadog. Would you currently hold these stocks or sell them? If sold, what are some possible replacements in the tech sector?

If I were only to sell one, which holding would you let go of first and why?

Thanks.

Upvote 5

Read Answer Asked by Nicola on January 27, 2025

• Applied Materials Inc. (AMAT)
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• Lam Research Corporation (LRCX)
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• NVIDIA Corporation (NVDA)
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• Finning International Inc. (FTT)
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• TFI International Inc. (TFII)
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• Kinaxis Inc. (KXS)
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• Trisura Group Ltd. (TSU)
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• Monolithic Power Systems Inc. (MPWR)
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• Cadence Design Systems Inc. (CDNS)
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• Century Communities Inc. (CCS)
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• M/I Homes Inc. (MHO)
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• Boyd Group Services Inc. (BYD)
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Q: Are there any stocks out there today that you feel are stupidly mispriced and could get a nice bounce/run this year?
Thank you

Upvote 34

Read Answer Asked by Christine on January 17, 2025