Investment Q&A

Q: I keep seeing CRWD come up as a good growth holding. I own the holdings mentioned earlier today in the 3 Cdn and 3 US growth recommendations, with the exception of CRWD. I'd have to sell something to buy it and own both UCTT and ICHR. I am wondering if there is some overlap between these two and whether selling one to buy CRWD is a good move - and if so, which one would be the better sell. If not, looking at CRWD peers, I also own PLTR. Would CRWD be a better growth holding than PLTR and warrant a switch?

Q: I owned Blackberry shares earlier in the year, but ended up selling in June after the stock had reached $20 per share. I had previously purchased around $10 per share earlier in the year. The share price as been in a downward fall since the meme spikes. I was considering opening another position if the stock slides below $10 again. Do you see that as a good entry point? Would you say that Blackberry still has longer term potential?

Q: thoughts on the quarter please?

Q: My Material's weighting is a little light and I am mulling over a purchase of LGO to balance out some gold stocks. I notice LGO's stock spiked in 2019 and then collapsed. Would you advise me that the spike, collapse and now climb-out is just a typical roller coaster Material company ride - ie the ride comes with the territory? In addition I am uncertain how much faith I should put into LGO's newish battery technology. "Green Technology" also seems to be another version of a roller coaster ride. Any thoughts you have would be appreciated.
JIm

Q: MAGT After reading your earlier comments on the company, I got some interest and looked at the company's Investor Presentation and News etc at its website.
In one of the Slides in the Presentation, a page relating to 'Competition' had been deleted and a reference was made to the Preliminary Prospectus in Sedar, that I could not access. I have two questions:
1. While the past performance of MAGT is impressive, one needs to look at the future prospects. In this regard, we must know about the competitive mote this company has against others, if any. Do you have any information about the competition?
2. The top 3 executives own now 80% of the stock. Is there a possibility that they will unload their stocks, if stock price shoots up substantially. Also, how much one can trust on Jim Balsillie (former RIM founder) to stick with this investment.
Appreciate your reasoned comments and reply.
Thanks and regards
Antony

Q: Thoughts on U.S. company Indie Semiconductor Inc.Thanks.

Q: Can you speak to the class-action lawsuit filed against Coinbase?

What do you think of the future prospects for Coinbase? Their fees appear high relative to the competition, and the threat of commission free (or low fee) crypto exchanges looms large. Competitors, such as Kraken, are preparing to follow suit and go public. Is the Coinbase business model and continued growth rate sustainable?

Q: Hi Guys,

Can I please get your opinion of Seagate Technology (STX). Thanks

Dave

Q: Hello,
I was lucky enough to invest in NVIDIA 3-4 years ago but it has grown to around 15% of my portfolio. I’m considering trimming it to 6-7%. I want to replace with other companies in the tech sector, which ones would you recommend for a 10+ year hold? My only other tech holding is Kinaxis.
Thank you for your help.

Q: HI folks

JD is getting hit lately ..any cause for concern?
Thank you and have a great summer weekend

Q: Do you think that Telus intends to keep a significant holding in TIXT. I realize more secondary offerings could be in the cards and its anyone's guess but just your thoughts would be appreciated, thanks.

Q: Hello Peter and Staff

For a small starter position medium risk acceptable -5-10 year hold which of the 3 above would you recommend and why?

Also would the “runner up” be better same parameters than any of U, ENGH or SYZ already held in small positions

Thanks for all you do
Dennis

Q: Would you consider purchasing AYX at current valuations and guidance?

Long term play.

Q: During the last earnings season many stocks were surging and then retreated after good reports, including Shopify. Not a typical pattern from my understanding. Shopify is currently surging again, is the same pattern going to repeat this time? Impossible question I know, but is a similar pattern emerging currently?
Thanks Peter.

Q: Hi. I'd appreciate it if you'd talk a look at WORKIVA (WK). I'd be interested in any comments you might have for this NYSE SAAS stock. Thanks.

Q: Could you please update your comments and views since the merger with the DYOU did not go through. Sell or add more to bring the cost down. I have very small position.

Q: Good morning 5i team
How much of a strategic threat does 5i feel global Fintech is to the largest Canadian banks? And, what do you the Canadian banks doing to ensure their competitive position?
The July 17th Economist article "The funding frenzy" notes "a funding round in June valued Klarna, a Swedish 'buy now, pay later' start-up at US$46 billion." They quote other similar examples. Smart folks are making these investment decisions in finch start-ups What should the small investor be considering today about their investments in Canadian banks?
Thank you.
Edward

Q: Peter; Biden seems intent on hiring very anti trust
personnel to go after the tech sector.Do you have any thoughts on this and/or concerns? Thanks. Rod

Q: Thanks for response to my recent chip stock question. As I had noted, I have a small chuck to invest in my unregistered account and based your response to my and other questions the choice is either NVDA or SHOP? Which would you choose and why please?

Thanks for this great service.

Q: On July 3 , Motley Fool stated that " the team has confirmed that the company could be acquired by the management itself. The leadership team has partnered with a group to bid " It closed at around $ 47 that day. Today it is $ 44.56 . Reason ? Thanks a million.