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?
I’m down on both APPS and LSPD and am wanting to sell one to raise capital.
Which one would you sell and which one keep and why?
Thanks for your sage advice during these rocky times.
Cheers
Q: Apart from Big Tech, are there any names (in and out of the tech sector) that 'should' be able to capitalize on the rise of AI in the near to medium term?
Q: what do you make of this deal between Hai and ET?how far is this deal done?
It called for ET buying Hai for $4.5 so there is still about 10% upside here.
Would this be an easy trade right now to buy Hai for $4 .If there is no takeover ,what would be the fair price be for Hai you think?
Are there insiders owning Hai and what are the positions.
Same as for ABST takeover.wouldn't it be good to buy ABST right now?or is it all too risky?Thanks
Q: Hello, with the current inflation scene, economy and interest rates, expectations of a pause by Federal Reserve and possibility of a soft landing, what sectors will be your favorites to invest/overweight today with a 5-10 years horizon ? And, in these sectors, what will be your best 3 picks, based on current valuation and future growth, in order, with suggested price levels to buy/add ?
Q: Hello 5i
As a long time holder of CSU I'm wondering about what % of CSU TOI and LMN one might own. Without giving me specific guidance can you comment on the pros and cons of an equal weighting of each (ei 33% of each).
Thanks
Dave
Q: Hello, Shopify stock dropped almost 7%, in Today's trading. Partly it could be attributed to decline in most Technology stocks. But, I was wondering if the patent infringement suit pending in a Texas court also played a part. It was also reported today that Shopify has filed a motion to force Lower 48 IPPLC, to reveal its backers/fund, as this company has a history of such filings against prominent companies with the intention of extorting money for their group.(Last one filed by this co against INTEL was eventually dropped in a similar situation). Not sure, I have all the facts.
If you think, it's only short term noise, does the price drop present a buying opportunity ?
Q: Palantir stock has almost doubled over the past couple of months. Do the fundamentals warrant at least a starting position at this point or is it better to let it settle down for a while. What are the insider holdings and has there been much insider activity over the past six months. Thanks.
Q: Looked promising for a while, then it corrected. Below IPO pricing. What is driving the negative momentum? Seeing other names gain without fundamentals close to NVEI.
Q: I currently have a portfolio with these six holdings. What would be your current top 5-10 Cdn and/or US buys to diversify the portfolio and put a large cash balance to work for a 5-10 year time horizon with total return as the primary objective