Q: I sold REAL for a tax loss, but like the company long-term. Would you buy back in after 30 days, assuming it hasn't soared? Or would you move on to another tech growth stock? I am considering AT, but wonder if you have any other recommendations? I already have full-weight positions in SYZ, TCS and ENGH.
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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: Now that LSPD has crashed through $68, do you think it could fall as low as $50? Thank you.
Q: Which company do you have more confidence in for a long term hold? Thank you
Q: What did you think of Lightspeed’s Investor Day? It seemed to me that they insist that their technology and underlying business remain strong.
Q: So it seems that all stock sites show the incorrect market cap for Topicus because none of them include the 129.8M diluted shares yet. Yahoo finance shows the market cap being just under 5B, but I believe its closer to 11B euros. Which would mean that TOI trades at approx 15x to 16x Sales. Looking at CSU historically it never traded above 8X sales. Are my rough calculations accurate and if so TOI is trading at a heavy premium above where CSU ever traded yet they still have a lot to prove, where CSU has proven itself. Thoughts?
Q: Please comment on the quarterly results. Is the drop overdone? Would you add to an existing position? Thank you.
Q: Earnings released after close. Revenue growth appears very strong but loss increased. Can you comment on results and if the revenue growth trumps poor earnings. What do you see happening going forward. I'm warming up to QUIS. Is it a speculative buy?
Q: 3Q out for WeCommerce holdings. Looks like strong revenue increase, but large loss on EBITA. Can you please decipher results versus expectations and valuation?
Q: I’d like your thoughts on Clear Secure.
They’re hitting new 52 week lows as of late and have been cut in half since hitting $65.49, not that long ago.
Thnx 5i
They’re hitting new 52 week lows as of late and have been cut in half since hitting $65.49, not that long ago.
Thnx 5i
Q: USIO, at first glance, is one among many payment processing firms. Is it worth a long-term hold position? My portfolio is currently low in tech stock for valuation reasons.
Q: Assuming (I know, bad thing to do) ENGH is sold, what Canadian company would you replace it with? Small but growing divy, excellent management, etc.
Thanks for your always expert advice!! Ron
Thanks for your always expert advice!! Ron
Q: Hello,
Enghouse is exploring options to sell. What is a reasonable price a buyer would be willing to pay given the company's state: balance sheet, market presence, etc .. Buying a company based on a potential takeover is tricky but do you think it is a good price today regardless of a takeover? Much appreciated. Thanks for the advice on the various stocks over the years.
Enghouse is exploring options to sell. What is a reasonable price a buyer would be willing to pay given the company's state: balance sheet, market presence, etc .. Buying a company based on a potential takeover is tricky but do you think it is a good price today regardless of a takeover? Much appreciated. Thanks for the advice on the various stocks over the years.
Q: Can I please have your thoughts and analysis on Keysight's recently announced earnings. Any comments you have would be appreciated and do you see good things for this company going forward. Thank You.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Would you take some profit from shop and sell 1/2 your shares? Is LSPD going to bounce back or is it time to sell? Cheers Brian
Q: Can you comment on their latest earnings report and valuation? Stock is down after hours and am wondering if this is a decent entry point. Thanks
Q: 2 of u favourities,DSG & KXS have a terrific run,with each hitting recent new highs. Is it time to take some profit. Q4 is said to be usually good for tech,but this time around there is a threat of a potential rate hike.While Powell re nomination is largely welcomed by the markets he is perceived to be more hawkish than Brainard,the other candidate,. As a result the tech sector in US & canada were hit hard today including DSG & KXSW.As well DJ only
gained 17 points after earlier gains of some 300 points..U valued opinion is appreciated.Txs for u usual great services & views.
gained 17 points after earlier gains of some 300 points..U valued opinion is appreciated.Txs for u usual great services & views.
Q: Hello,
Can you please commend on the recent drop in Twitter price per share. At these levels would you consider the current price as a good entry point. Thank you!
Can you please commend on the recent drop in Twitter price per share. At these levels would you consider the current price as a good entry point. Thank you!
Q: Peter; Has there been any changes in the company that would account for the continuing selling and would you add at this level? Thanks .Rod
Q: Your thoughts on this company and would you consider this a good entry point for a 1-2 year hold thanks
Q: Please comment on quarterly results for BBTV and although you may prefer neither,which would you give a higher ranking,BBTV or Haivision.Thanks.