Q: hi, can you summarize ENGH earnings compared to expectations, and what are your current thoughts on the stock as a long term hold (im a long term holder of it).
cheers, chris
Q: Is there any particular reason for QCOM’s sudden momentum over the past few weeks. I didn’t think its business was specifically in the AI chips. Just wondering if it’s just rallying with the the general rise in the AI-related space. Thanks
Q: Have some cash in US $ registered account dedicated to Tech. In TOTAL Portfolio (CDN & US), we currently own NVDA (8.4%) CSU (7.3%) SHOP (4.7%) GOOG (4.5%), QCOM (4%) MSFT (3.7%), CRWD (2.5%) META (2%) TOI (1.6%)
Have some US $ available, considering : PERI, PSTG, ADOBE, AMZN, SMCI, AI, AMD. Of these, which 2 or 3 would you add to the Tech portfolio (if any) and what would you see as a reasonable purchase price.
Also, given the current/foreseeable environment, at what point would you consider trimming NVDA & CSU ? Please use as many question credits as needed. Many thanks.
Q: I own Disney which has shown not to be a good investment. My plan is to sell it at a loss. Would you please recommend a few companies in USA which would give me upside.
Q: I realize this stock has been disappointing but I continue to believe there is good long term growth in this industry. Would you suggest patience with this name or can you recommend a more compelling stock in the same industry?
Thanks
Q: I have a small position in QCLN in my RRSP. It has dropped 35% since I bought it. I have some extra cash in that account and was wondering what you think of me adding to it. Do you like the fund overall? Is now a good time to add? The bulk of my RRSP is in an income fund, so I was hoping to add a bit of growth and was looking for something a bit different. Thanks.
Given the unknowns and volatility of the market would you rather hold TXF or XIT in the next 5 years for a 2.5% position? I'm will represented with US tech but only have CSU in my CDN fund.
Q: Follow up question to the question asked today about equal weighting in the 3 noted companies.
What %age of the shares outstanding for TOI and LMN does CSU own?
Are these two companies now out on their own wrt CSU or is CSU looking out for or helping them along in any way?
If so would they not sell any shares to raise capital and hence look elsewhere if needed?
Q: I would like to invest in some AI stocks. Could you give me a list of a few AI stocks that you would recommend at this time.
Thanks for your usual help. Shirley
Q: : OF THESE THREE TICKERS IN THE TECHNOLOGY SECTOR WOULD ANY OF THEM LOOK MORE ATTRACTIVE THAN THE OTHER IF THERE IS A FED PAUSE NEXT WEEK? Thanks, Lesley
Q: I am missing something from your recent commentary on SentinelOne earnings. My take from the summary of their published earnings and prospects for '24 is that they took a huge hit in non GAAP operating earnings margins, which are expected to decline further though more modestly in '24, as well as a major reduction in growth rates in comparison to their growth rate for '23. Is this correct? The price hit for their equity is substantial.
Q: what is to like about Peri?and what is the comparison to Apps?Would the advertising theme not be in trouble with an economic slow down?
How do you see the future of Peri and is this a good time to buy this stock?