Investment Q&A

Q: Would you recommend buying PATH ( USD 21.40), DOCU (USD 59.25) and SHOP (CAD 98.46) , CRWD (USD 312)and PANW( USD 281) at current valuations?

Q: Hello,

Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?

Thank you,

Q: I already own MSFT, AMZN, VRT, and NVDA. I'm considering either adding to these positions OR buying AVGO or AMD? What do you suggest?

Q: I currently hold a half postion in Google, Mircrosoft and Meta. Im looking starting a half position in Intel. What is your thought on Intel for a least a 5 year hold.

Q: Hi there!

Do you still think Qcomm is reasonably priced at its current level? Can you please give an update for this year and next?

Thank you

Q: I see Piper Sandler just issued a SELL rating for SHOP. The stock has been weaker than the overall market the past few weeks. Is there anything out there that is causing the drop? What factors are at play here? Is it still one of your favourites?

Q: Everyone, I have been watching the above growth stocks since late last year. I usually have one or two high growth quality stocks that will add to the average returns of my portfolio. My last purchase of a high growth stock was LMN, which I purchased last September, with an average price of $20.50. The ones I am watching now have risen significantly and I am hesitant to buy into them since they might decline 50%. So should I buy a small portion of each to maybe a 10% holding of my overall portfolio? Or should I wait till……..
Clayton

Q: Could you please give me update on this? When they are reporting? Would you buy it here?

Thanks,
Milan

Q: With the goal of adding good quality growth stocks and using your suggestions ( thank you ), some time back I added BN and GSY to my cash account which is full of telecom, pipes, banks and utilities. I am now looking at these four with my thoughts on them : EQB, Stephen Smith is the main reason I am liking this company . I am overweight banks already- should this factor into the equation ?
CALF, the small cap sector should be getting interesting if rates decline and I could use more US exposure. TFII, management can’t be beat but the industry is suffering ( good or bad for TFII? ),
best to wait and see how industry shakes out?
XIT, ( have 10% portfolio exposure with a US tech ETF ) has significant CSU exposure.

Is my thinking clear? Any single addition would be approximately 3% portfolio weighting. In what order would you buy ? Am looking at buying 2 immediately. Any you wouldn’t buy ?
Thanks. Derek.

Q: Good morning

What do you think would be a good price to get into nvda today?

Thks

Q: NVDA has been dropping for the past month,but still above its 50 Day Moving Average.
I like to see positive momentum before buying a stock.
Would you buy now if you had no position?

Q: Your thoughts on BitDeer (BTDR) please, and how it compares to other Bitcoin miners.

Q: Good Morning,

Do you fell that SMCI is in a consolidation phase after it's rapid run-up, or has the shine rubbed off for a much longer time frame. It's now down over 25% from peak.

Thanks.

Brad

Q: Do you know how much ebitda Topicus is expected to produce this year from the analyst community? Thanks.

Q: After the last Q results DCBO had a big jump that withered to half. Would you consider it a good point to add? Is the story still intact ie any positive/negative news from the company that you see?

Q: Could CLS get a premium valuation similar to VRT and SCMI based on its forward earninggs and AI involvement?

Thx

Q: QTUM NYSE Arca/US Defiance Quantum ETF.

What's your opinion on this ETF? Has a high MER.

Would you recommend something better?

Thank you.

Q: Good morning

If a person was to choose only one company which do you believe would be the best for a long term investment?
Thks
Marcel

Q: I know you rate AMD highly for growth potential. There is some speculation that it could double from here in the next two years. Is this at all reasonable and what do you see as downside risks? Thanks Jim

Q: MU vs NVDA

Which is the better buy today, why and what would be a good buy point?

Thanks