Q: I bought the above 3 companies when they IPO. CVO and CPLF have lost almost half their value. Should I sell and the loss.? And what do you think of MAGT?
What would you recommend as replacement?
Q: Is Stride taking over from the downtrodden Chinese education providers, TAL, etc.?Bottom line, what is your perspective on their intermediate term prospects?
Q: I own half positions in all three and am trying to decide what to do. Over the past 12 months ENGH has materially underperformed KXS and DSG, so I'm considering dropping it. At this time, do you feel the underperformance gives ENGH a greater potential to rebound, or is it the one to cut while increasing the other two (or adding different name in the sector)?
Q: hello 5i:
2 questions.
Question 1: we hold OTEX and are considering selling and replacing with NVEI. What is a reason, or reasons, we should NOT do this, as overall you are in favour of such a move (your recent posts).
Question 2:
AVGO vs QCOM; which do you like and why?
Q: I find this AI and Robotic space interesting, and I am impressed recent results. Looking at taking on a small entry position. Can you give me your thoughts on this company? Thanks John
Q: Hello Peter and team,
Is it a good time to initiate positions in Paypal and Square (block) for minimum 2 to 3 year hold? What are the PE ratios for both and would you consider them as value stocks at this point? Thanks very much
Q: 2 questions? 1).Any reason why Equitable Group has been plunging lately ?
2) Paypal has come down a lot. They have been changing there target for long term growth and the CFO has recently resigned .It is still not cheap with a p/e 28.6. the forward p/e is 21.9 is not bad. Buy, sell or hold. Thanks
Q: Hi, could you please list some Canadian and U.S. technology stocks whose business model/ revenues / earnings are most resistant in a recession or growth slowdown? Thank you.
Q: I'm holding this one at a loss - and I see that it was downgraded today by Citi. Can I have your thoughts on the name? I liked it for the high buyback yield, and relatively low p/e ration and ev/etbta and the fact that they were into chips for electric vehicles. I like it less now that I'm holding it at a loss though. Thanks,
Q: The company is growing and expanding. But like all adtech was beaten up over the past year. It seems very undervalued now. Is this a good time to get in and hold for the long term?
Q: Do you feel the bigger tech companies will do well or at least weather the storm during the next 6 to 18 months, given rising inflation and potential recession. Other than Google and Microsoft, what would be your top 5 tech names to buy today?
Q: We have money put away for a 17-year old's growth portfolio (long time horizon of over 10 years, no need for income and willingness to take risk).
Portfolio already has VTI, SKYY, BYD, TSU & SHOP. Thinking of adding DCBO for the balance of cash. Would you endorse this? Or would you recommend a different holding?