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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: Just wanted to confirm your earlier answer on TTD . With those numbers I find it hard to believe there isn't some other reason for the stampede for the door . An 18% drop on good numbers and outlook makes me think there has to be some negative news out there somewhere that a whole bunch of investors can see .... It makes no sense to me, and if there is no news it sure looks like an opportunity to step into a stock I have been following for a while ......Your thoughts ?
Read Answer Asked by Garth on May 10, 2021
Q: Hi Team Can you please compare CGI and Topicus as to there relative growth and safety-and which would be your preference for a TFSA investment. I have CGI and I am considering changing half or all to Topicus.. Thank you and best regards gary
Read Answer Asked by Gary on May 10, 2021
Q: Choosing between ENGH, TOI or CSU, what will be the name to add to at the moment?
Read Answer Asked by Eugene on May 10, 2021
Q: Taiwan is in worst drought in decades. TSM is in Taiwan and much water is needed to make Chips. Should I sell TSM and purchase another Chip Company. What company should I purchase NVDA, AMD, MRVL, QCOM, INTC ?
China is also a threat to Taiwan and is currently sending War Planes over Taiwan. This is another problem facing Pres. Biden.

RAK
Read Answer Asked by bob on May 10, 2021
Q: I am wondering about the level of acquisitions by Topicus. $20 million (Canadian) seems like not enough for the last quarter for a $12 billion dollar company. Do you have any info on how much was spent on acquisitions in the last couple of years? How does this amount compare relative to Topicus’ size with respect to Constellation Software?
Read Answer Asked by Michael on May 10, 2021
Q: Please provide your comments on their earnings. Do you see any potential for future growth? How likely is it that Apple will actually pay? I am thinking of selling and adding to Photon. Would this be a good move? Thank you.
Read Answer Asked by Stella on May 07, 2021
Q: Hi,

I would like to trim down my tech holdings in my portfolio. How would you rank these overall in terms of long term growth considering valuation, size, risk, etc... I would like to reduce the holdings, add to TOI and balance out other sectors that are low such as energy and materials. Do you see any overlap in these holdings? Which could you see go here or consolidate? Thanks!

SHOP 5.25%, KXS 3.46%, LSPD 4.64%, CSU 3.06% , DOCU 1.01%, NVEI 0.96%, TIXT 1.17%, CRWD 1.41%, AMZN 0.76%, GOOG 1.78%, FB 0.97%
Read Answer Asked by Keith on May 07, 2021
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