Q: Not sure if readers are aware, but it looks like Photon bought #650,000 of their own shares during September with their abundance of cash. Also, Mawer New Canada increased their position to over 4% of the company. Can you comment about these 2 developments?
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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 are you r thoughts on this us company?
GUY
GUY
Q: Hello, with their new graphics card...and little competition with this new card what are your thoughts on this company? Thanks,
Q: After recent decline, what would you buy ATVI or OKTA.
Thanks,
Milan
Thanks,
Milan
Q: Would you consider msi a buy right now in part because of the Avigilon acquisition ? I see where AVO has a significant new presence in downtown Vancouver. Do you know if this is or has been replicated in other Canadian and USA cities?
Thanks.
Thanks.
Q: Hi Peter/Ryan,
Are any of the below tech stocks a good buy or they are still overvalued.
AAPL
GOOG
MSFT
NVDA
QCOM
V
CSCO
TXN
ADBE
Thanks for your great service.
Thanks
Ninad
Are any of the below tech stocks a good buy or they are still overvalued.
AAPL
GOOG
MSFT
NVDA
QCOM
V
CSCO
TXN
ADBE
Thanks for your great service.
Thanks
Ninad
Q: Based on Moez's comments this morning, what are 3 Canadian and 3 US names you would be keen to add to on this sell-off now and/or if it extends lower?
Q: Please comment on the update on new products today.Thanks for u usual great services & advices
Q: SHOP and SQ seem to have a lot of features in common wrt their digital commerce platforms.
Do you have a preference for one over the other or should one simply hedge the situation by holding equal positions in both?
And also, are there any competitors out there that could significantly interfere with their high growth rates.
Thanks - James.
Do you have a preference for one over the other or should one simply hedge the situation by holding equal positions in both?
And also, are there any competitors out there that could significantly interfere with their high growth rates.
Thanks - James.
Q: Hi team,
I like SQ and I know it is one of your favourites. It had a big sell-off, with all other tech, but now has the CFO leaving. I always liked Sarah Friar as I thought she was a real driving power behind SQ. To me, she is not just your everyday CFO. She knew what to say to the markets. For example, she would tone down Dorsey when he went too far over the top on crypto transactions earlier the year. As you know, Dorsey is also CEO of TWTR and splits his time half and half between SQ and TWTR. The market was not overly concerned with this arrangement as long as Friar was there for SQ. With a weaker management team now and given the TWTR onus also on Dorsey, does this temper your outlook for SQ?
Thanks again,
dave
I like SQ and I know it is one of your favourites. It had a big sell-off, with all other tech, but now has the CFO leaving. I always liked Sarah Friar as I thought she was a real driving power behind SQ. To me, she is not just your everyday CFO. She knew what to say to the markets. For example, she would tone down Dorsey when he went too far over the top on crypto transactions earlier the year. As you know, Dorsey is also CEO of TWTR and splits his time half and half between SQ and TWTR. The market was not overly concerned with this arrangement as long as Friar was there for SQ. With a weaker management team now and given the TWTR onus also on Dorsey, does this temper your outlook for SQ?
Thanks again,
dave
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Adobe Inc. (ADBE)
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Amazon.com Inc. (AMZN)
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Illumina Inc. (ILMN)
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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Salesforce Inc. (CRM)
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Kinaxis Inc. (KXS)
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Box Inc. Class A (BOX)
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The Trade Desk Inc. (TTD)
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Etsy Inc. (ETSY)
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Just Eat Takeaway.com N.V. (GRUB)
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Spotify Technology S.A. (SPOT)
Q: Would you recommend buying any of the following stocks in the current selloff? Do any of them stand out as particularly attractive or risky right now?
AMZN, GRUB, ETSY, SPOT
KXS, MSFT, CRM, ADBE, TTD, BOX
ISRG, ILMN
Thanks for your thoughts.
AMZN, GRUB, ETSY, SPOT
KXS, MSFT, CRM, ADBE, TTD, BOX
ISRG, ILMN
Thanks for your thoughts.
Q: Can you please comment on the current run up of PAT. I don't see any news on it. Is it time to take a full position
Q: There has been a lot of volatility in some great US growth stocks over the last few weeks. ( I.e BOX) Can you suggest your favourite 2 or more that you think will benefit the most when sentiment changes.
Q: I purchased BB after the earnings report considering it has turned around a corner. However, since then the stock has been in a free fall some of which might be related to the tech sell off. What do you think of it as a two to three year hold?
Q: I have underwater position on Radcom. With all the bad news, I was thinking to switch for Box. Tax loss is not applicable. Your thoughts please.
Thanks
Thanks
Q: Your current thoughts on cgnx.
Thanks
Thanks
Q: I'm fortunate enough to have 30 percent sitting in cash during this bout of volatility. Can I please have your top 5 picks for both the US and Canada.
Thanks
Dave
Thanks
Dave
Q: A recent Globe & Mail article listed a few examples of medical technology stocks. One could add others - ISRG. Could you comment on this sub-sector and recommend your top 2 or 3 Cdn and US stocks for long-term, and what is it about these that stands out in terms of unique contribution to healthcare and reduced healthcare costs.
Q: I got a little caught up in the hype on this one a few months back. Do you feel it is worth continuing to hold at these levels for the company prospects as it looks like the chart has broken down significantly? Thanks again.
Q: STM has been severely underperforming the US market indices, even underperforming other chip stocks. Do you know any reason why? Is there any reason to suspect that earnings will not be up to estimates?