Q: Watching these two companies putting in new 52 week lows today. I know that the financial sector is out of favour but when I consider the growth rate of these two names I am wanting to purchase them. AFRM just stated it will exceed 3rd quarter and y/e outlooks. Could you give update and thoughts on these. Relative to growth are they expensive?
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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.
- Amgen Inc. (AMGN)
- Cerner Corporation (CERN)
- AbbVie Inc. (ABBV)
- Merck & Company Inc. (MRK)
- Pfizer Inc. (PFE)
- Teladoc Health Inc. (TDOC)
- WELL Health Technologies Corp. (WELL)
- Change Healthcare Inc. (CHNG)
Q: In your response to Marco's question on March 11 you mentioned you felt there were better opportunities in the US. Could you mention your top choices. Thank you.
- Constellation Software Inc. (CSU)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
Q: Hi 5i
We don't have any Canadian tech companies but lots of AAPL, GOOGL and NVDA. With current pullback, SHOP and XIT are down a lot (70% and 40% off highs) but CSU only about 15%. Would you buy CSU or XIT?
Thanks,
Greg
We don't have any Canadian tech companies but lots of AAPL, GOOGL and NVDA. With current pullback, SHOP and XIT are down a lot (70% and 40% off highs) but CSU only about 15%. Would you buy CSU or XIT?
Thanks,
Greg
- Meta Platforms Inc. (META)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Crocs Inc. (CROX)
- Digital Turbine Inc. (APPS)
Q: Looking for a few names in the US and Canada where you think recent market activity has left them with an attractive fundamental to Mr market delta. Thanks!
Q: Is there any particular news about why the Trade Desk (TTD) continues to decline? I thought the last quarter was quite strong. I also read there are rumors that Netlfix is considering ads which I would assume TTD would benefit greatly from. Can you comment on your thoughts moving forward.
Thanks for the fantastic service!
Thanks for the fantastic service!
Q: Hi there, are you aware of any particular reason why Apps is falling a lot each day or is it just the overall market in your view? Thanks,
Jason
Jason
Q: What are your thoughts on this stock? Should I hold, sell, or buy more?
- Apple Inc. (AAPL)
- Microsoft Corporation (MSFT)
- QUALCOMM Incorporated (QCOM)
- goeasy Ltd. (GSY)
- mCloud Technologies Corp. (MCLD)
- Haivision Systems Inc. (HAI)
- Upstart Holdings Inc. (UPST)
- Emerge Commerce Ltd. (ECOM)
Q: Hello Peter
I have acuity , emerge, haivision and mcloud tech as tech stocks in my portfolio , all are down at this time . I am thinking of selling off and putting funds into goeasy and Upstart .What is your opinion . When people start to buy back into growth stocks which of these high tech will recover quicker .
Howard
I have acuity , emerge, haivision and mcloud tech as tech stocks in my portfolio , all are down at this time . I am thinking of selling off and putting funds into goeasy and Upstart .What is your opinion . When people start to buy back into growth stocks which of these high tech will recover quicker .
Howard
- iShares Core Canadian Short Term Bond Index ETF (XSB)
- Purpose High Interest Savings Fund (PSA)
- iShares Floating Rate Bond ETF (FLOT)
- Recon Capital NASDAQ-100 Covered Call ETF (QYLD)
Q: What is your view on QYLD as a place to stash cash in the current market? Looking at the chart, although its unit value has dropped since inception, it seems to have held its value on a total return basis - would you agree? Any better recommendation?
Q: I remember when GUD went public you were in love with it, well maybe not the right choice of words. We know now what happened since. With PLTR, same kind of love at first, as per your current answers not so much. I worry this may become another GUD story. Do you like Peter Theil, and do you think he remains a good asset for PLTR. He is controversial, so that makes we worry. Your thoughts please .
Q: Considering buying shop.ca at these levels for a long term hold. Do you think their might be some more down side? what are your thoughts on this stock?
- NVIDIA Corporation (NVDA)
- QUALCOMM Incorporated (QCOM)
- Advanced Micro Devices Inc. (AMD)
- iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)
Q: I am looking to start a position in the semiconductor sector given the recent pull back. What stocks would you favour today and why or would you suggest an ETF? Please rank them from best to least.
Thanks.
Thanks.
Q: Your comments please on today's earnings. What rating would you likely give this company in a report. A brief explanation would be helpful. Thanks.
- Palo Alto Networks Inc. (PANW)
- Zscaler Inc. (ZS)
- Rapid7 Inc. (RPD)
- CrowdStrike Holdings Inc. (CRWD)
- Cloudflare Inc. Class A (NET)
Q: Hello,
Would you please indicate which cybersecurity stocks you would buy at this time? Top 5 rating them in order 1 being the best to hold long term.
Thank you.
Would you please indicate which cybersecurity stocks you would buy at this time? Top 5 rating them in order 1 being the best to hold long term.
Thank you.
- Take-Two Interactive Software Inc. (TTWO)
- Roku Inc. (ROKU)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Pinterest Inc. Class A (PINS)
Q: We have been on a bit of a wild ride as of late with our Communication names (certainly preferred Roku nearing $500 and AT around $30).
Currently we are down 73% on AT, 66% on PINS, 64% on ROKU, 55% on EGLX and 18% on TTWO.
Essentially just wanting to confirm that you would not consider averaging down on any of these names at present given a lack of positive momentum. We have the names in a TFSA and have 5+ years and high risk tolerance. Of these names, what would have on watch to slowly add to and what would you sell?
Thank you.
Currently we are down 73% on AT, 66% on PINS, 64% on ROKU, 55% on EGLX and 18% on TTWO.
Essentially just wanting to confirm that you would not consider averaging down on any of these names at present given a lack of positive momentum. We have the names in a TFSA and have 5+ years and high risk tolerance. Of these names, what would have on watch to slowly add to and what would you sell?
Thank you.
Q: I own both of these companies and like what I read about the future growth, I am underwater and fine with that.
Would you recommend buying in to reduce my cost base. It is a minor part of my portfolio so I am not risking a lot.
Would you recommend buying in to reduce my cost base. It is a minor part of my portfolio so I am not risking a lot.
Q: Could you please comment on docusign's earnings. Is it now a sell?
Is there a stock you with which you would replace it? Thanks.
Is there a stock you with which you would replace it? Thanks.
Q: What did you think of At’s conference call? Should we hold or move on?
Q: Hello
I am trying to get my head wrapped around digital currencies. I think I understand the premise of bitcoin but am confused on the purpose of sovereign nations having their own digital dollar. What is the difference between the two?
I am trying to get my head wrapped around digital currencies. I think I understand the premise of bitcoin but am confused on the purpose of sovereign nations having their own digital dollar. What is the difference between the two?
Q: Comments please on the Evertz quarter. In the past you have liked it for income, is the growth profile improving?