Investment Q&A

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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• BMO ARK Innovation Fund (ARKK)
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Q: I have SHOP and LSPD in my RRSP at loss and realize it will take time to return to the plus side, so throwing caution into the wind (for the 3rd time!!!), I am thinking of selling both and replacing with ARKK.

The logic being that it could erase the loses quicker than with the other two. What do you think ... is this swap a good or reasonable idea? Should I just do one of the two or hold tight? Thanks as usual for your thoughtful advice.

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Read Answer Asked by Danny-boy on February 16, 2023

• Apple Inc. (AAPL)
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• Alphabet Inc. (GOOG)
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• Microsoft Corporation (MSFT)
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• NVIDIA Corporation (NVDA)
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• Constellation Software Inc. (CSU)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: Please rank these in order of preference for the long term? Greater than 10 years. A reasoning for each please.

Thanks

Nick

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Read Answer Asked by Nick on February 16, 2023

• Amazon.com Inc. (AMZN)
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• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Q: I am considering buying some shop in tfsa please advise your reading on the company going forward after the company report today. Would you wait or is it time to buy now?
Cheers Doug

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Read Answer Asked by Doug on February 16, 2023

• TELUS International (Cda) Inc. Subordinate (TIXT)
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Q: Telus International Cda Inc was participating in the tech rally earlier this month but seams to have lost the correlation it had with the tech sector over the last 2 weeks. Is there an explanation for the stock's performance and behavior?

Upvote 1

Read Answer Asked by André on February 16, 2023

• The Trade Desk Inc. (TTD)
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• Roku Inc. (ROKU)
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Q: Comments on Roku earnings? Up 12% before earnings today and then another 10% post-earnings after hours. Does that not look like there was a leak before the announcement? Thanks.

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Read Answer Asked by William on February 16, 2023

• Converge Technology Solutions Corp. (CTS)
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Q: so you have quite a few questions on converge,so my question without any takeover , i repeat without any takeover what do you think the stock is worth.
and my 2nd question, is 4.75 a good entry point, or possibly 4.25, what do you think.
its obvious from the sell off retail investors are exiting, but someones buying bigtime at 4.75.
dave

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Read Answer Asked by david on February 15, 2023

• Apple Inc. (AAPL)
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• Microsoft Corporation (MSFT)
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Q: Looking for some growth, long term holding...MSFT or APPL?

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Read Answer Asked by Brett on February 15, 2023

• Constellation Software Inc. (CSU)
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Q: Has the lumine split from Csu occured?
IF so what is the prefix for "Lumine?

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Read Answer Asked by Terry on February 15, 2023

• Roblox Corporation Class A (RBLX)
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Q: Your comment on Rblx's earnings today?

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Read Answer Asked by Ron on February 15, 2023

• Converge Technology Solutions Corp. (CTS)
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Q: Assuming the revenue miss was due to delays they look otherwise to be doing well, so why put it up for sale????

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Read Answer Asked by Mike on February 15, 2023

• Cadence Design Systems Inc. (CDNS)
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• monday.com Ltd. (MNDY)
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Q: Hello 5i
Could you please comment on CDNS and MNDY recent results and their respective outlooks going forward?
Would you rate either a buy?
Thank you
Dave

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Read Answer Asked by Dave on February 15, 2023

• Maxar Technologies Inc. (MAXR)
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Q: With the go shop period expiring is it time to sell with no other offers coming forward ? Thoughts please


Thx Blake

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Read Answer Asked by blake on February 15, 2023

• Nuvei Corporation Subordinate Voting Shares (NVEI)
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• Topicus.com Inc. (TOI)
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Q: Hi guy's my question today is if had to own one of these today, which one would you think that would give me a greater return in the next 2 to 3 years. Thanks again

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Read Answer Asked by wilson on February 15, 2023

• Converge Technology Solutions Corp. (CTS)
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Q: Peter; I’m sure you’ll have multi questions on this so - looks like they did very well - anything stand out - and were they just negotiating a deal ? Looks like they were showing how good their hand is- and looking for a raise. Thanks
Rod

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Read Answer Asked by Rodney on February 15, 2023

• Draganfly Inc. - Common Shares (DPRO)
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Q: Has your opinion on DPRO changed and are they getting more contracts with higher earnings? thanks for your help.

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Read Answer Asked by Robert on February 14, 2023

• MDA Space Ltd. (MDA)
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Q: Peter; Any news you see to account for the volume jump- and price? Thanks
Rod

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Read Answer Asked by Rodney on February 14, 2023

• Palantir Technologies Inc. (PLTR)
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Q: Your thoughts on PLTR's latest earning?

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Read Answer Asked by Ron on February 14, 2023

• Converge Technology Solutions Corp. (CTS)
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Q: Why would CTS announce 4th Q and year end 2022 preliminary results today (no time specified) and then release 4th Q results on March 16th before market opens?

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Read Answer Asked by Dave on February 14, 2023

• Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Q: In a recent response, you ranked from your Growth Portfolio: KXS, NVEI, TCS, CTS, DND, TIXT, STC. Where would LSPD and SHOP fit in this ranking? What are your current expectations for LSPD and SHOP and would you buy them here?

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Read Answer Asked by David on February 14, 2023

• Sangoma Technologies Corporation (STC)
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• Kinaxis Inc. (KXS)
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• TECSYS Inc. (TCS)
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• Converge Technology Solutions Corp. (CTS)
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• Dye & Durham Limited (DND)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Q: Please rank the above technical sectorequities that are in your Growth Portfolio for best expected performance for the next five years. Please provide comments on the top three to support your ranking.

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Read Answer Asked by David on February 14, 2023