Q: Hi - can you give a brief synopsis of your stance on the company and what you like and dislike? Also what their general risks are from a competition, macro and execution viewpoint? Are the risks a high probability or the same as most other businesses. Basically, I'm trying to determine if the company is now sustainable and has carved out a good "spot" and should be a long term winner.
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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.
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Constellation Software Inc. (CSU $3,385.76)
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Brookfield Renewable Partners L.P. (BEP.UN $43.57)
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WSP Global Inc. (WSP $257.83)
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Stantec Inc. (STN $151.44)
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Descartes Systems Group Inc. (The) (DSG $118.37)
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FirstService Corporation (FSV $212.68)
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TMX Group Limited (X $50.32)
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TFI International Inc. (TFII $122.46)
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ATS Corporation (ATS $37.70)
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Kinaxis Inc. (KXS $177.95)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $214.22)
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goeasy Ltd. (GSY $129.46)
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GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI $29.00)
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EQB Inc. (EQB $88.07)
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Trisura Group Ltd. (TSU $39.12)
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WELL Health Technologies Corp. (WELL $4.44)
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Boyd Group Services Inc. (BYD $213.02)
Q: Please list companies in your portfolios that have returned in excess of 100% over the last 5 years.
Please also show their % returns.
Thank you.
Please also show their % returns.
Thank you.
Q: Any thoughts on this co. at this time. seem to have a lot of cash still. thanks
Q: Hi 5i,
Looking to add one of the three, and would like your highest conviction pick.
Thx
Looking to add one of the three, and would like your highest conviction pick.
Thx
Q: What do you think of Enovix Battery and Enphase Energy? Profitability wise and as a good investment?
Q: Hello again your thoughts on Remitly Global
Thanks again.
Thanks again.
Q: Uh oh. Tonight's news release didn't sound great. I'm down 50% on this stock but don't mind holding if you still think it has long-term potential. Any updated thoughts on this stock? Thanks.
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Palantir Technologies Inc. (PLTR $177.93)
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Snowflake Inc. (SNOW $262.86)
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Unity Software Inc. (U $40.03)
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Upstart Holdings Inc. (UPST $38.60)
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Affirm Holdings Inc. (AFRM $73.62)
Q: Hello 5i,
Well over a year ago I made a note to look at these five stocks when interest rates peak and/or start to drop.
Recently I have heard commentary that the recent run up in price is largely short covering.
I'd love to hear your take.
Are any in this group investible yet and in what order would you buy them.
I have an above average risk tolerance.
Thank you
Dave
Well over a year ago I made a note to look at these five stocks when interest rates peak and/or start to drop.
Recently I have heard commentary that the recent run up in price is largely short covering.
I'd love to hear your take.
Are any in this group investible yet and in what order would you buy them.
I have an above average risk tolerance.
Thank you
Dave
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Alphabet Inc. (GOOG $279.70)
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Microsoft Corporation (MSFT $496.82)
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Constellation Software Inc. (CSU $3,385.76)
Q: In a registered, which would you buy today?
Q: Can you suggest 2 names in the tech sector for long term holds in an RRSP?
They would be purchased in the next month or two.
Thank you!
They would be purchased in the next month or two.
Thank you!
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NVIDIA Corporation (NVDA $188.15)
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Advanced Micro Devices Inc. (AMD $233.54)
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Super Micro Computer Inc. (SMCI $39.76)
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Opera Limited (OPRA $13.91)
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Redfin Corporation (RDFN)
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Lemonade Inc. (LMND $75.02)
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C3.ai Inc. Class A (AI $15.52)
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Duolingo Inc. (DUOL $201.21)
Q: MF came out with a list of AI today, and they are all up today, presumably on the news. Is there a concern that this is turning into a bubble? I know there will be spending here, but is it getting away into the danger-zone? I am considering an etf that captures a wide swath of AI. Are you able to suggest something? Thanks!
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Block Inc. Class A (SQ)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $18.37)
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Toast Inc. Class A (TOST $37.00)
Q: All three stocks have been setting higher highs and higher lows since mid April. Have you heard any news on why these three stocks are having a positive uptrend recently? All three have crossed the 50 and 200 day moving averages. Clayton
Q: Hi Peter
the stock is pulling back
I have some exposure in KXS and OTEX as the AI sector in Canada
like to start a half position sometime,
what is a good entry price for DCBO ?
thanks
Michael
the stock is pulling back
I have some exposure in KXS and OTEX as the AI sector in Canada
like to start a half position sometime,
what is a good entry price for DCBO ?
thanks
Michael
Q: Can you give us your perspective both on the shop and the Roku side of this deal who benefits from what and which one do you prefer?
Thanks,
Sheldon
Thanks,
Sheldon
Q: How do you view the Microsoft news ? Is PANW still a good buy ? Thank you.
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Amazon.com Inc. (AMZN $244.41)
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Meta Platforms Inc. (META $621.71)
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Alphabet Inc. (GOOG $279.70)
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INVESCO QQQ Trust (QQQ $609.74)
Q: Hi Peter, what do you see happening on July 24th when the Nasdaq re- balances? Do you think that some of the top stocks would see a bit of a sell-off as ETFs and institution investors rebalance as well? Which companies would you put new money in? Thanks in advance.
Q: Over the last few days TOI has fallen from a high of $110 to a low of $98 and so is there any news that would explain people pulling out of this stock? Would you say this is a buying opportunity. Thanks so much.
Q: Hi,
If you had to choose either Apple or Shop for the next five years, what would u choose and why?
If you had to choose either Apple or Shop for the next five years, what would u choose and why?
Q: Given a three to five year time period, which of LSPD and DND has better growth prospects? Is one safer than the other?
Very much appreciate the work you do and the service you provide.
Howard
Very much appreciate the work you do and the service you provide.
Howard
Q: I’d like to add to my tech holdings. Wondering if you have a preference here between Motorola and Broadcom for a three year hold. Thnks