Q: At what price would you add to a core CSU position?
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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: Your thoughts on this company going forward?
Thx
Thx
Q: Any particular reason for DSG’S drop in stock price today?
- Apple Inc. (AAPL)
- Microsoft Corporation (MSFT)
- Open Text Corporation (OTEX)
- CoStar Group Inc. (CSGP)
- CyberArk Software Ltd. (CYBR)
Q: I would like to add to my TECHNOLOGY sector. I own Apple/ AAPL
, Microsoft Corp / MSFT, Open text/OTEX
, and EVOLVE CYBER SECURITY INDEX ETF UNIT/CYRB for a total of 13%. Would Costar group CSGP be a good addition for both diversification and as a growth stock.
, Microsoft Corp / MSFT, Open text/OTEX
, and EVOLVE CYBER SECURITY INDEX ETF UNIT/CYRB for a total of 13%. Would Costar group CSGP be a good addition for both diversification and as a growth stock.
Q: Wondering if you have any information/news regarding the near 7% drop in this stock this morning (Jan 4). I noticed you continue to recommend it in today's Q/A email, but I see no mention of the drop. Perhaps you do these questions the prior day or early am?
i.e. before the drop.
Thanks so much. I do so appreciate your service!
i.e. before the drop.
Thanks so much. I do so appreciate your service!
Q: I am buying Ethereum via ETHX.B:CA, but would like to invest in some other cryptocurrencies such as Solana. Would you be able to recommend a financially secure Canadian company where I can purchase cryptocurrencies and have that company hold the currencies on my behalf? My son is using Newton.co, but I have no idea if the company is financially secure.
Thanks!!
Thanks!!
Q: What is your opinion on MKS Instruments for value and growth in the next year. Are their companies in this sector that you would prefer. Thanks for you advice.
- Alphabet Inc. (GOOGL)
- NVIDIA Corporation (NVDA)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Nuvei Corporation Subordinate Voting Shares (NVEI)
- Upstart Holdings Inc. (UPST)
Q: What is a good price point to buy UPST, GOOGL, NVDA, LSPD.TO, ATZ..TO and SHOP.TO and NVEI.TO for 2022?
- Amazon.com Inc. (AMZN)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Kinaxis Inc. (KXS)
- Open Text Corporation (OTEX)
Q: I hold the above positions in a TFSA in the respective % amounts: 5.2, 5.5, 4.1, 1.93. I am considering selling GIB.A and AMZN and acquiring either TOI or perhaps for a little more torque LSPD. Which of the 2 would you suggest or any other proxies?
Q: Is this a good price to buy at today? What is your view on the Multi-year deal with google. How do you feel this will impact future growth and profitability. Day of the announcement saw an early morning +10% , only to erode by end of day. Reason for such impact?
Q: I've got room in my TFSA to move in shares of either ADBE or CRWD. Which would you think would have further upside from here?
Thanks so much for your valuable service.
Thanks so much for your valuable service.
Q: Considering the purchase of one of these two companies.
Both have had a nice pullback recently and Oracle has made a big purchase. Could you give me your opinion of both (plus and minus) and which would be your favourite for a 4 to 5 year hold.
A happy new year to all and a healthy and a prosperous year.
John
Both have had a nice pullback recently and Oracle has made a big purchase. Could you give me your opinion of both (plus and minus) and which would be your favourite for a 4 to 5 year hold.
A happy new year to all and a healthy and a prosperous year.
John
Q: Can you give me a read on this company's prospects (HAI) for next 12 months? I am trying to decide if I should take my losses and look for something with better future prospects.
Thank you
Thank you
Q: Is this a good entry point for CRWD:US?
Q: I have done well with TEAM over the years but the stock appears to be dropping. Any change in fundamentals? Hold,sell?
- Descartes Systems Group Inc. (The) (DSG)
- Kinaxis Inc. (KXS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- Topicus.com Inc. (TOI)
- Nuvei Corporation (NVEI)
Q: Looking for guidance on 2022 TFSA contribution. Currently have partial positions in these Tech companies of roughly equal amounts. Could you rank in order of best investment opportunity from current levels?
Do any of these companies overlap in their target market and if so which one should I focus on for better opportunity.
Do any of these companies overlap in their target market and if so which one should I focus on for better opportunity.
- Adobe Inc. (ADBE)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- PayPal Holdings Inc. (PYPL)
- Five Below Inc. (FIVE)
- Paycom Software Inc. (PAYC)
- Toll Brothers Inc. (TOL)
- SelectQuote Inc. (SLQT)
Q: It's time to make my annual TFSA contribution. The goal of my TFSA is long term capital appreciation utilizing a concentrated, high-conviction portfolio of US equities, with risk profile somewhere between that of the 5i Growth and Balanced portfolios.
Currently, my TFSA holds: ADBE, GOOG, FIVE, NVDA, PAC, PYPL, SLQT, TOL.
Are any of these in the 'don't need to be owned' category? I am looking at SLQT in particular, still languishing amidst ongoing legal woes. Should this be kept? If not, would you please suggest a replacement? If so, then which of these should I add to: ADBE, NVDA, SLQT, TOL? I am full/overweight the other positions. Please disregard sector and market cap considerations; I am fully diversified in my other portfolios.
Please deduct as many credits as deemed appropriate for a complete answer, thank you very much and all the best for 2022.
Currently, my TFSA holds: ADBE, GOOG, FIVE, NVDA, PAC, PYPL, SLQT, TOL.
Are any of these in the 'don't need to be owned' category? I am looking at SLQT in particular, still languishing amidst ongoing legal woes. Should this be kept? If not, would you please suggest a replacement? If so, then which of these should I add to: ADBE, NVDA, SLQT, TOL? I am full/overweight the other positions. Please disregard sector and market cap considerations; I am fully diversified in my other portfolios.
Please deduct as many credits as deemed appropriate for a complete answer, thank you very much and all the best for 2022.
Q: Peter, would appreciate your current thoughts on these names. Big thanks to you and your team for another year of great service, Safe Holidays and Merry Christmas to you all. Paul
Q: What do you think about BABA?
It has fallen so much - do you think the new political risks are factored in? What are its growth prospects/valuation? Would you buy?
It has fallen so much - do you think the new political risks are factored in? What are its growth prospects/valuation? Would you buy?
Q: There's news today (Dec.31) affecting both companies that CSU is creating a venture capital fund to be run by the resigning CEO of Topicus, which gets a new CEO. I suspect that the $200 million funding is too small to affect CSU but how does this news impact TOI?