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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: I would appreciate your outlook for CHKP. I thought that the last qtr was decent with revenue, EPS, and earnings up somewhat. Nevertheless the share price seems stagnant since July. The P/E is quite low for this industry which suggests that the market is not expecting much growth. I was expecting that the "working from home" and "virtual learning" phenomena would be tailwinds. Since the company doesn't pay a dividend, if the price isn't going to grow, I should move on.
I look forward to your thoughts.
Thanks
Ian
Read Answer Asked by Ian on December 01, 2020
Q: Are these 2 companies familiar with each other. Will NVEI have any affect on LSPD. Looks like it just public on middle of september at a very high price of over $41.00 per share and it seems like it is still climbing. Would you have any thoughts on this company i know it is to new and risky, if i can just have your thoughts on it please.
Read Answer Asked by wilson on December 01, 2020
Q: I am curious to hear your thoughts about NNOX?
Read Answer Asked by AI on December 01, 2020
Q: Hi there,

Shopify has performed remarkably well since IPO and I noticed you've moved it from your growth portfolio and into the balanced equity portfolio. In terms of total stock price appreciation from here, which of the 2 do you think will outperform over the next 5 years? In your personal opinion, which would you buy today?

Thanks!
Read Answer Asked by Michael on November 30, 2020
Q: Hi folks, with Liberals announcing today that they will de-criminalizing, & allow on-line sports betting in Canada...would Nuvei be the leader in process payments?? They recently won authorizations/contracts for sports betting in Colorado, Tennessee & West Virginia. Would Lightspeed be in similar position?? Hold position in nvei/t & appreciate your general thoughts on company going forward. Merci beaucoup, jb Piedmont QC
Read Answer Asked by John on November 27, 2020
Q: You recently responded to a question regarding Lightspeed: "We don't typically get scared off by stock strength, and that would be the case today. We might do a partial position as it is not going to be a one way up move for this stock."

My question is: Given your theoretical perspective of NOT averaging down, what would be the point of buying an initial partial position? It seems to me that you may as well just purchase your whole position right at the start rather than holding back for a later purchase (always at a higher price, because you don't average down).

Am I missing something? Could you elaborate and clarify please.
Read Answer Asked by Randy on November 27, 2020