Q: ROKU is taking a beating on the quarterly results. What do you think about it on 5-10 year term basis?
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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.
Q: Peter; I’ve seen all the recent ? on CTS but was wondering if, due to their ability to convert - and add to- their debt, if this would be a buy signal now? Thank. Rod
Q: Hi team! I have held those 2 for over 2 years. Down over 70+ % . I am thinking to sell and buy alphabet for 2 to 5 years. Your thoughts and some conservative predictions if you were in my situation? Thanks !
- goeasy Ltd. (GSY)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Crocs Inc. (CROX)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- InMode Ltd. (INMD)
Q: YOU ARE smart and patient investors give me 5 five ones you like that have a double in them if market turns
Q: why was there an unusual rise in calian yesterday
- Broadcom Inc. (AVGO)
- Cisco Systems Inc. (CSCO)
- Intel Corporation (INTC)
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Texas Instruments Incorporated (TXN)
- Advanced Micro Devices Inc. (AMD)
Q: With the chip bill being passed by Biden, which companies will benefit the most;
Intel, Cisco, Nvdia, Advanced Micro Device, Qualcom or other chip companies.
Intel, Cisco, Nvdia, Advanced Micro Device, Qualcom or other chip companies.
Q: What does the market expect from these 2 next week?
Thx
Thx
Q: hello 5i:
could you discuss the earnings for the above 2 companies, as well as the outlook from the CEO's? Looking to add to an existing CRM position; any red flags?
thanks
Paul L
could you discuss the earnings for the above 2 companies, as well as the outlook from the CEO's? Looking to add to an existing CRM position; any red flags?
thanks
Paul L
Q: could I please have your thoughts on the latest quarter
Thx
Thx
Q: Hello- it appears that shop has now pulled back to pre-pandemic levels. Do I have that right? Can you compare then and now in terms of rations, PE, PtoS and growth expectations.
Q: Right now I have GOOG at about 5% and ATY around 2%. I am thinking of selling ATY and about 1% of GOOG to purchase some ROKU. Does this seem like a good idea?
Thanks
Thanks
Q: when does shop report - date and time- and what expected from analysts. what do you expect?
- Apple Inc. (AAPL)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Topicus.com Inc. (TOI)
Q: Can you please rank the above tech stocks looking out 2-3 years. I am looking to drop a couple and add to ones you like better as some have become much smaller after dropping this year.
Thanks
Thanks
Q: Tmus has not followed in lock step of the other US mobile companies… what do you think of its short and long term potential?
Thanks in advance.
Thanks in advance.
Q: Hoping you can comment on your thoughts on stock based compensation in general and go into some details with Palantir (PLTR) specifics. It seems that PLTR are giving a very high amount of stock since it has gone public and seems to have a big impact on earnings per share despite revenue increasing. Is this common practice? Is this a product of it just going public? What concerns, if any, do have with this (e.g., diluting share holders)? Does this give you cause for concern about the long term potential for PLTR? Does stock based compensation tend to decrease in time with newly listed companies or is it often held consistent through time?
Q: I just received a couple of weighty voting packages from Atlassian which I gave up on after the 74th “whereas”. I take it they are changing their domicile from UK to US, and essentially issuing new shares to be listed on the Nasdaq. If I understood the tax implications for Canadian shareholders if seems it will be a deemed disposition and capital gain or loss type of event. I know I am a little out of bounds asking for too much analysis about a non-Canadian company but just wondering if you had any thoughts. Is it a non-event or do you see any risks (competing with Boris Johnson for moving trucks?) or maybe possible upside? Thank you.
Q: Would you prefer CRWD over PANW for a 5-year hold?
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Open Text Corporation (OTEX)
Q: This company has been doing rather well in a difficult market. Would you consider it a buy at today’s
price?
Thank you for your valued opinion.
Ernie
price?
Thank you for your valued opinion.
Ernie
Q: Peter/Ryan can I get your current opinion on BIGG I've held it since Nov. 21 at a cost of 1.70 is it time to give this one a rest or could one average down. Thanks as always
Q: What do you think about SHOP partnering with YouTube and TikTok? It seems the sky is the limit for e-commerce TAM. With AMZ antitrust scrutiny SHOP long term looks VERY appealing…