Q: your thoughts please on the quarter?
Thx
Thx
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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: Hi 5i, can I have views on recent results, plus compare both for growth/valuation going forward. And which one would buy. Thx.
Q: What's going on with nvda is it time to sell.
Q: Hi folks, Nuvei hit new 52 wk low today at C$19.50sh...copy/pasted this from respected analyst.."Global FinTech being tested.
Yesterday CAB Payments was more than cut in half. This was a darling IPO in the UK.
Today Worldline SA is being cut in half. Worldline is a several billion dollar company.
Both are in Europe & offered warnings about quarterly results."....is Nuvei in same business/regions as both CAB & Worldline???....I know Q2 was bad & subsequent selloff...but with Bitcoin rallying above $30,000...under normal circumstances, I would think Nuvei would rally...not hit new lows...thanks as always, jb Piedmont QC
Yesterday CAB Payments was more than cut in half. This was a darling IPO in the UK.
Today Worldline SA is being cut in half. Worldline is a several billion dollar company.
Both are in Europe & offered warnings about quarterly results."....is Nuvei in same business/regions as both CAB & Worldline???....I know Q2 was bad & subsequent selloff...but with Bitcoin rallying above $30,000...under normal circumstances, I would think Nuvei would rally...not hit new lows...thanks as always, jb Piedmont QC
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Booking Holdings Inc. (BKNG $4,322.42)
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Super Micro Computer Inc. (SMCI $31.79)
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Shopify Inc. (SHOP $129.52)
Q: What would be your one pick of smci, shopify or bkng? I see these are all liked by you. I am looking to add one more growth name to my holdings and not not concerned about what sector. I am leaning towards smci which I have bought and sold in the past but have not held as it seems to have big ups and draw downs which makes me nervous. Thanks,
Jason
Jason
Q: Please explain the losses due to fair value of the redeemable preferred shares and special securities?
Q: Hi - with an (unfortunate) increase in military spending going forward, is MSI a likely beneficiary of such spending? Any other factors that you like or dislike about the company and its prospects for the coming year or so?
Q: Would you consider the company a buy at today's close or simply a value trap?
Q: Any idea as to what caused the drop today? I'm not seeing any news.
Q: Can you comment on DND's financing announcement. What does it mean and what impact will it have on operations in the future? Is it a good move? Market appears not to like it as of Friday afternoon.
Q: Hi Team,
What are your current thought and recommendation on this one?
What are your current thought and recommendation on this one?
Q: Is there a price you would consider to be attractive to enter this at? There must be something of value?
Thx
Thx
Q: Closed at 2.33 yesterday, then shortly after the company releases a prelim for Q3 of better than expected results than previously announced. They gave numbers that told an obvious story of improvement in all aspects. I consider this a load up scenario. I know your position is generally conservative but in this case isn't this a rare opportunity to buy in cheap with them giving you a glimpse of what is to come.
Q: Why is the stock taking such a hit today,after coming out with what seemed to me,good news on a new product???
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Intuit Inc. (INTU $440.45)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A $99.25)
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Palo Alto Networks Inc. (PANW $164.93)
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The Trade Desk Inc. (TTD $27.28)
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Okta Inc. (OKTA $80.85)
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HubSpot Inc. (HUBS $259.10)
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CrowdStrike Holdings Inc. (CRWD $442.03)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Topicus.com Inc. (TOI $104.27)
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Lumine Group Inc. (LMN $25.05)
Q: Good morning
I have small positions in the following technology companies: GIB.A; CRWD; HUBS; NVEI: OKTA;TOI:PANW: INTU: TTD: LMN. I would like to clean up this portion of my portfolio. Which of these would you sell, and which ones would you add to? Thanks for your ongoing great advise.
Peter
I have small positions in the following technology companies: GIB.A; CRWD; HUBS; NVEI: OKTA;TOI:PANW: INTU: TTD: LMN. I would like to clean up this portion of my portfolio. Which of these would you sell, and which ones would you add to? Thanks for your ongoing great advise.
Peter
Q: Good day guys ,
This story getting hit again .. is this a tax loss selling situation here? ..according to u guys there has been insider buying .. would u add here or still hold this frustrating name .
Thx
Mark
This story getting hit again .. is this a tax loss selling situation here? ..according to u guys there has been insider buying .. would u add here or still hold this frustrating name .
Thx
Mark
Q: Do you see anything being done differently at Telus International that might portend a rebound to higher valuations? Is this just another hohum company using the “words” of the day to sell their “used cars” or is there really something to them and the rocket is set to launch?
Q: DND is potentially buying back 10% of the float - should I be encouraged by this or concerned that it just adds to their already high leverage? Wondering if I should be averaging down here or is it just throwing good money after bad. Thanks
Q: Hello,
Has BB mentioned any time frame for their split ? Any news from Veritas offer ?
Has BB mentioned any time frame for their split ? Any news from Veritas offer ?
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Fortinet Inc. (FTNT $83.48)
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Palo Alto Networks Inc. (PANW $164.93)
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Qualys Inc. (QLYS $96.66)
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CrowdStrike Holdings Inc. (CRWD $442.03)
Q: Hearing more and more cyber attacks are occurring. And sense as global economic tensions increase so will the severity and impact of these attacks. What are your top 3 companies that provide protection and solutions for this critical area of business?