Q: Do you think Innoviz Technologies Ltd. (INVZ on NASDAQ) is worth investing in?
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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: What is your opion of the legal case that has just started against Lightspeed? Does it have any merit?
Q: Is this a good entry point for Topicus? In light of someone's recent question on it, it's trading effectively at 14X revenue. Isn't CSU cheaper on that basis?
Q: Why the recent drop in Salesforce?
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HIVE Digital Technologies Ltd. (HIVE $9.26)
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Hut 8 Corp. (HUT $61.00)
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Galaxy Digital Inc. Class A common stock (GLXY $55.13)
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Purpose Bitcoin ETF (BTCC $21.08)
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CI Galaxy Ethereum ETF (ETHX.B $19.92)
Q: Which of HUT, HIVE or GLXY would you recommend for a small speculative position? Or would you suggest a combination of HUT or HIVE plus GLXY assuming no material difference between the two bitcoin miners? Alternatively, is there a crypto ETF that you would suggest instead? Thanks.
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Salesforce Inc. (CRM $248.75)
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Atlassian Corporation (TEAM $149.39)
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Roku Inc. (ROKU $93.83)
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CrowdStrike Holdings Inc. (CRWD $508.61)
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Digital Turbine Inc. (APPS $6.41)
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Airbnb Inc. (ABNB $118.86)
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Upstart Holdings Inc. (UPST $49.60)
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Affirm Holdings Inc. (AFRM $73.18)
Q: If a guy were to start pecking away at these high growth tech names either Cnd or US that have been slaughtered the last while (especially the last couple days), which ones would you be looking at for a 5-10 yr hold?
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.
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.
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Constellation Software Inc. (CSU $3,936.19)
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Enghouse Systems Limited (ENGH $20.56)
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Topicus.com Inc. (TOI $140.00)
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 $211.39)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $15.46)
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