Investment Q&A

Q: Its likely this has been asked before but I couldn't find it... Besides the big guns NVDA, MSFT etc what smaller AI players providing the picks & shovels look good forward ? Which ones would make good targets for the big guys ? Thank you.

Q: Hi Team,
Now that NVDA earnings have completely proved the markets “fear” going into the print completely wrong ; what’s your take on the stock going forward ? Continued momentum? Buy, trim , hold ? The way it looks to me comparing valuations and insane revenue growth rates NVDA might be on its way from #3 spot to eventually taking over both apple and Msft as largest company. Do you see this as correct? The crazy thing is AI is just getting started. Seems like a huge market for NVDA going forward with many countries that haven’t even touched the surface of getting started. I don’t want to sound overly bullish but looking at the future of the world dynamics with digitization of everything this seems to be the future . This being said ; there will be massive demand for data center infrastructure. What companies are the best to play this ? HPS.A seems like data center infrastructure will be a big area of growth for them . Your thoughts please , Thanks.

Q: A few question and please take as many credits as required:
1) Is there a reasonable way to estimate how much of the share price increases in SMCI and NVDA are due to short covering?
2) What is the current short % in both NVDA and SMCI?
3) Where does one find information related to short %?

Q: https://www.csisoftware.com/category/press-releases/2023/08/03/constellation-software-inc.-announces-rights-offering-of-series-1-debentures

Help,
I seem to have some warrants referenced to CSU’s Series 1 Debentures. But, I am having difficulty understanding why I have them and whether or not they can be exercised.

Q: Why the big jump in price Thursday?

Sheldon

Q: Good Morning
I have done well with Kinaxis but have become impatient with the returns over the last couple of years. Can you recommend an alternative? I am considering swapping out for TVK and HPS.A.
thank you

Q: Can you suggest some Canadian and US listed stocks and ETF's one might want consider to get a small exposure to BlockChain in a TFSA. Do any of these companies make any money? Do you think the ETF's are reasonable proxies for BitCoin but with less volatility?

Q: Hello. I purchased Nuvei when it was trading at a low price. Currently, I’m up 28%. However, I’ve come across some negative news about the stock recently. Should I continue holding onto it, or would it be better to switch to another company? If I decide to switch, which new stock should I consider? I’m open to both US and Canadian stocks. Thank you

Q: Please comment on earnings, outlook and whether it is OK to buy.. TY

Q: As i view it all these cyber stocks are expensive and will remain so into the future. But i feel that they are as important as AT in the future. When you answered Geoffrey question you said that PANW had structural issues, would you please tell me what they are?
Thanks Again

Q: A few software companies do 'Process Mining', do you see substantial future growth in this process and can highlight successful other players than the ones I outlined above?

Q: hi folks:

would you agree that panw and crwd are the 2 'best' (of the better) c-security firms?

if so, and given the market hit panw is taking, would you consider it a worthwhile upgrade (high grade) to transfer FTNT or even from hack/cybr (realizing an etf should be less volatile) to one of the above 2?


thanks in advance

Q: Peter; ZS was upgraded by a number of analysts- but just got slammed this am. What did I miss? Thanks.
Rod

Q: Based on quarterly results the Premarket movement downward seems excessive. If you wanted cybersecurity exposure and you only had a position in CRWD would you add to CRWD or start a position in PANW?

Q: I own 3 of the big 7, Apple, Amazon and Nvda and manage the positions for weighting. I would like to own Microsoft and/or Google. Please suggest if you think it's necessary to expand to one or both of these, and if better to have a half position in both, or full position in one or both considering the other holdings. Thanks!

Q: Vrt announced results, looked strong to me but shares off 10% in premarket. Pls comment on results and reasons for market reaction. Is this an opportunity to get into Vrt at better price, or has bloom come off this rose?

Q: The AI fields are currently very much the talk of the tech world. Do you have names of Canadian companies active in the AI fields, other than OTEX, we can check out as names of interest for potential investment? Thanks.

Q: Hi Gang
What is the small company that was spun off of constillation
Thanks Mike B

Q: You seem to like LMN. Do you see them hopefully duplicating what Constellation has achieved. A good long term hold. Put away for a few years and continue to add to. ?Looks good. RAK

Q: Recently, you answeed a question about semis "We think the sector is likely safe for 6 months or so." Could you elaborate on what could go right/ wrong, what you are looking for to signal a drop, and how you would play the sector.
Thanks