Investment Q&A

Q: Hello Peter,

In light of the quarterly performance of Meta and Roku, what is your short to medium term outlook for the 3 companies mentioned above? Will they still be candidates for overperforming in a recovery bounce when the market is done with the downward trend.?
Regards
Rajiv

Q: Hi, With recent recovery in the Tech sector, many stocks have seen nice bounce in their depressed share prices. Tech Companies with solid fundamentals, strong cashflow and low/no debt have been favoured by investors. CSU has also seen good strength lately, which is really encouraging. Topicus share price also has seen a mild recovery from its recent lows, but still continues to languish around $74- 75 level. Could you assign the possible causes of lack of investor interest in TOI, which was a darling, not so long ago and follows the same business model as its parent Constellation Software ? Do you foresee some catalysts to break this trend which could help the stock to recover sooner to let's say $90-$100, and if so a possible/reasonable time frame. Thank you

Q: If i wanted to purchase only one of these, which would be you preference?

Q: Could you tell me what you know about Wellfield and your feelings on its prospects for the future. Many thanks.

Q: ROKU is taking a beating on the quarterly results. What do you think about it on 5-10 year term basis?

Q: Peter; I’ve seen all the recent ? on CTS but was wondering if, due to their ability to convert - and add to- their debt, if this would be a buy signal now? Thank. Rod

Q: Hi team! I have held those 2 for over 2 years. Down over 70+ % . I am thinking to sell and buy alphabet for 2 to 5 years. Your thoughts and some conservative predictions if you were in my situation? Thanks !

Q: YOU ARE smart and patient investors give me 5 five ones you like that have a double in them if market turns

Q: why was there an unusual rise in calian yesterday

Q: With the chip bill being passed by Biden, which companies will benefit the most;
Intel, Cisco, Nvdia, Advanced Micro Device, Qualcom or other chip companies.

Q: What does the market expect from these 2 next week?

Thx

Q: hello 5i:
could you discuss the earnings for the above 2 companies, as well as the outlook from the CEO's? Looking to add to an existing CRM position; any red flags?
thanks
Paul L

Q: could I please have your thoughts on the latest quarter

Thx

Q: Hello- it appears that shop has now pulled back to pre-pandemic levels. Do I have that right? Can you compare then and now in terms of rations, PE, PtoS and growth expectations.

Q: Right now I have GOOG at about 5% and ATY around 2%. I am thinking of selling ATY and about 1% of GOOG to purchase some ROKU. Does this seem like a good idea?
Thanks

Q: when does shop report - date and time- and what expected from analysts. what do you expect?

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.