Investment Q&A

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

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.

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?

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

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…

Q: With an important loss but now at a 1% position, Would you add now to complete a full 2-3% position after today’s news release?

Thank you

Q: I have recently started committing cash to the tech sector and own LSPD and SHOP. I was wondering if you could provide 3-5 CDN listed names other than these that represent the best growth opportunities.
Thanks

Q: I have heard leveraged ETF’s are not good long term holds. I am looking at QQQ but would TQQQ be fine for a long term investment (15-20yr)

Q: the globe mail had a report from wells Fargo analyst saying things aren't looking good for shop. June numbers were down. analyst revised his price target down to 40. shop has consistently been one of your favourite growth picks. do you still feel this way. what do you make about specific claims from Wells Fargo.

Q: Looking for your assessment if you did not already hold would you start a smallish spec position today

Q: I recent sold UPST for a tax loss and purchased AFRM, it has been 30 days now - would you rebuy UPST or would you purchase another in the same sector with the same risk profile and upside potential?

Thanks for your service!

Q: NVDA is a top US favourite of yours. An article yesterday that husband of Nancy Pelosi reportedly bought $1-$5m shares of NVDA. before a bill of $52B in chip subsidies and/or tax credit go to the Senate for vote as early as Tuesday. In light of the foregoing is it timely to buy some NVDA and/or AMD in this market backdrop which had imparted lots of pain. Txs for u usual great services & views.

Q: NVEI is down only 78% from its highs. Goldman came out this morning with this downgrade and commentary :


Nuvei downgraded to Neutral from Buy at Goldman Sachs Goldman Sachs analyst Will Nance downgraded Nuvei to Neutral from Buy with a price target of $40, down from $72. The analyst believes the company's revenue growth could be under pressure as a result of pressure on its crypto sales given the decline in crypto prices activity. In addition, softening economic trends will weigh on Nuvei's "largely discretionary verticals" of online gaming, currency trading, sports betting, and crypto trading, Nance tells investors in a research note. In addition, continued currency headwinds "could be an incremental drag on back half of the year revenues," says the analyst.

Their target is $US so the Cdn target is approx $52.

Do you have any comments on the points of the downgrade or are you in agreement with all said. And if so should we sell what is left before it goes to Zero/

Thanks


Sheldon

Q: Do you have a proxy for SYZ that includes a dividend?

Thanks for your service!

Q: Hi Peter,

I am not a big fan of ARKK or Cathie Wood. On a year-to-date basis, ARKK has fallen more than 50%. But I am fascinated with Cathie’s all or nothing investment approach. ARKK invests in disruptive technology firms. Her high risk and high reward investment style reminds me of Pete ‘Maverick’ Mitchell in the movies Top Gun and Top Gun Maverick. You either reach Mach 10 or crash and burn!

My question for your team relates to ARKK’s top ten holdings: ZM, TSLA, ROKU, CRSP, EXAS, TDOC, PATH, NTLA, SQ, and BEAM. Which of these stocks have fallen sufficiently so that a high-risk investor can safely purchase them for a five-to-ten-year hold? Also, what is your ranking of these ten high tech disruptive companies? Living life in the “danger zone” has its attractions.

Thanks,

George

Q: Hi Team,
What are your thoughts on the Unity aquisition? The market looks like it does not approve? Thanks

Shane

Q: there is no doubt in my mind, the microchip situation will eventually pick back up. When it does, which companie(s) do you think will be great to invest with and would have a high impact on the chip return.