Q: I remember when GUD went public you were in love with it, well maybe not the right choice of words. We know now what happened since. With PLTR, same kind of love at first, as per your current answers not so much. I worry this may become another GUD story. Do you like Peter Theil, and do you think he remains a good asset for PLTR. He is controversial, so that makes we worry. Your thoughts please .
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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: Considering buying shop.ca at these levels for a long term hold. Do you think their might be some more down side? what are your thoughts on this stock?
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NVIDIA Corporation (NVDA $176.29)
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QUALCOMM Incorporated (QCOM $179.26)
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Advanced Micro Devices Inc. (AMD $207.58)
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iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $298.01)
Q: I am looking to start a position in the semiconductor sector given the recent pull back. What stocks would you favour today and why or would you suggest an ETF? Please rank them from best to least.
Thanks.
Thanks.
Q: Your comments please on today's earnings. What rating would you likely give this company in a report. A brief explanation would be helpful. Thanks.
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Palo Alto Networks Inc. (PANW $185.88)
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Zscaler Inc. (ZS $230.31)
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Rapid7 Inc. (RPD $15.70)
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CrowdStrike Holdings Inc. (CRWD $487.47)
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Cloudflare Inc. Class A (NET $196.70)
Q: Hello,
Would you please indicate which cybersecurity stocks you would buy at this time? Top 5 rating them in order 1 being the best to hold long term.
Thank you.
Would you please indicate which cybersecurity stocks you would buy at this time? Top 5 rating them in order 1 being the best to hold long term.
Thank you.
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Take-Two Interactive Software Inc. (TTWO $244.56)
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Roku Inc. (ROKU $109.03)
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Enthusiast Gaming Holdings Inc. (EGLX $0.05)
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Pinterest Inc. Class A (PINS $25.76)
Q: We have been on a bit of a wild ride as of late with our Communication names (certainly preferred Roku nearing $500 and AT around $30).
Currently we are down 73% on AT, 66% on PINS, 64% on ROKU, 55% on EGLX and 18% on TTWO.
Essentially just wanting to confirm that you would not consider averaging down on any of these names at present given a lack of positive momentum. We have the names in a TFSA and have 5+ years and high risk tolerance. Of these names, what would have on watch to slowly add to and what would you sell?
Thank you.
Currently we are down 73% on AT, 66% on PINS, 64% on ROKU, 55% on EGLX and 18% on TTWO.
Essentially just wanting to confirm that you would not consider averaging down on any of these names at present given a lack of positive momentum. We have the names in a TFSA and have 5+ years and high risk tolerance. Of these names, what would have on watch to slowly add to and what would you sell?
Thank you.
Q: I own both of these companies and like what I read about the future growth, I am underwater and fine with that.
Would you recommend buying in to reduce my cost base. It is a minor part of my portfolio so I am not risking a lot.
Would you recommend buying in to reduce my cost base. It is a minor part of my portfolio so I am not risking a lot.
Q: Could you please comment on docusign's earnings. Is it now a sell?
Is there a stock you with which you would replace it? Thanks.
Is there a stock you with which you would replace it? Thanks.
Q: What did you think of At’s conference call? Should we hold or move on?
Q: Hello
I am trying to get my head wrapped around digital currencies. I think I understand the premise of bitcoin but am confused on the purpose of sovereign nations having their own digital dollar. What is the difference between the two?
I am trying to get my head wrapped around digital currencies. I think I understand the premise of bitcoin but am confused on the purpose of sovereign nations having their own digital dollar. What is the difference between the two?
Q: Comments please on the Evertz quarter. In the past you have liked it for income, is the growth profile improving?
Q: Recently started position in SMH. Read yesterday that , in addition to other current headwinds, 70 % of neon - a component in semi-conductor manufacturing - comes from Ukraine. And , while other industrial gas companies could eventually take up production , the question is how soon and at what cost.
How would you assess this as an additional negative impact on the sector ?
How would you assess this as an additional negative impact on the sector ?
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Sylogist Ltd. (SYZ $5.56)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $220.22)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.08)
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Topicus.com Inc. (TOI $125.68)
Q: Hello,
I would like to rebalance my technology exposure.
You mentioned putting in stink bids to pick up bargains.
Could you tell me what you suggest for stink bids on SHOP, LSPD, TOI and SYZ.
Thank you very much
I would like to rebalance my technology exposure.
You mentioned putting in stink bids to pick up bargains.
Could you tell me what you suggest for stink bids on SHOP, LSPD, TOI and SYZ.
Thank you very much
Q: Hi. What are your thoughts on SFTC's last quarter? Do you think it's a good time to start accumulating around this price? Thanks.
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Apple Inc. (AAPL $274.11)
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Amazon.com Inc. (AMZN $222.54)
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Meta Platforms Inc. (META $647.51)
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Alphabet Inc. (GOOGL $308.22)
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Microsoft Corporation (MSFT $474.82)
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Visa Inc. (V $346.89)
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Constellation Software Inc. (CSU $3,336.00)
Q: Hi Folks,
I currently own the above in my TFSA and non registered accounts as part of the "tech" sector - I would like your opinion as to whether you would add to any of them OR would this be a good entry point to buy CSU for some Canadian exposure.
Thanks
I currently own the above in my TFSA and non registered accounts as part of the "tech" sector - I would like your opinion as to whether you would add to any of them OR would this be a good entry point to buy CSU for some Canadian exposure.
Thanks
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Amazon.com Inc. (AMZN $222.54)
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Meta Platforms Inc. (META $647.51)
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Alphabet Inc. (GOOG $309.32)
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Microsoft Corporation (MSFT $474.82)
Q: would you describe these companies now more as GARP? what are there current P/E ratios P/S ratios and PEG ratios for the last 3 years what has been the lowest p/e. lowest p/s. and lowest PEG. please show how you calculate current PEG and why it can be a useful tool when determine value. many thanks Richard
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Pure Storage Inc. Class A (PSTG $69.57)
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Palantir Technologies Inc. (PLTR $183.25)
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ZipRecruiter Inc. Class A (ZIP $4.92)
Q: I currently hold the above in my TSFA, and under water. Please provide your comment as which if any I should add to, or should I be considering selling.
Your comments would be appreciated
Thanks
Rick
Your comments would be appreciated
Thanks
Rick
Q: HI 5I - I have a question about SHOP - It's hard to imagine how far it's come down - in your opinion will it be able to get back to where it was or is it continuing to go down.
Buy - Sell or Hold?
Thx - doug
Buy - Sell or Hold?
Thx - doug
Q: Crowdstrike seems to be falling a lot more than the market yet being in cyber security I would have thought it might have held up better. Can you comment on that one? I’m also holding unity at a tremendous loss and am wondering if I could have your thoughts on it as well. Thank you.
Q: Can you tell me your current thoughts on this company?
Debt? Inside ownership? Cash? Growth in revenue and relative valuation versus competitors?
Debt? Inside ownership? Cash? Growth in revenue and relative valuation versus competitors?