Investment Q&A

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

Q: Your current thoughts on cgnx.

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

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?

Q: It appears US tech stocks are falling out of favour recently. Do you see this continuing? If so, what sector do you suggest and if you could suggest a couple stocks. Thanks

Q: Any thoughts on why Pivot Technologies dropped 10%+ today? Company specific news, or just the market? Do you see more possible volatility with this stock? Thanks.

Q: do you like this stock or is it just a hyped stock

Q: Good morning
In keeping with the theme of fewer positions and more concentrated portfolios (higher weights and fewer names you have mentioned in the past).
Which 5 US stocks would you recommend for a US TFSA and for a US RRSP?
Would these be different since tax treatment for these portfolios are different?
Thanks
Victoria

Q: Do you notice any short sellers attack on shopify recently? The price drop percentage on this counter is much higher than many other tech stocks in the last few days including some high valuation stocks. Any concerns that we are missing ? What is the expected third quarter EPS an EBITDA ? Thanks for your advice.

Q: Hello team,
What are your thoughts today on SHOP? Good entry point?
Thank you

Q: Hello,
Can you please suggest an ETF for the Nasdaq Index in Canadian dollars and unhedged? Please also provide the past performance and fees charged. If there are a few, please recommend the one that you think is better. Thank you in advance!
Rossana.

Q: Is this stock following Micron today? Would you add today?

Q: Hi team,
I have not asked about ROKU since May. I have a sizeable position in it as I like its prospects as a major platform provider in the TV streaming space. It has done well this year and every time I am thinking about trimming back, I read another article touting its takeout potential due to its attractive position in the space. There was an article in Barron’s this week speculating that ROKU is now big enough to interest any one of the big tech/media giants. Even AMZN is viewed as a potential buyer even though it is a competitor with its Fire TV services. I know you guys don’t like picking stocks for their buyout potential, but I am wondering about your current outlook on ROKU. It never shows up on your list of favourite U.S. growth stocks and subscribers ask that question almost every week. Is it on your B list?
Thanks again,
dave

Q: Please u take on 1)Recent Q results & going forward.It stated record revenue 2)$27.5m Bought Deal private placement of 5.5m shares @ $5..It was increased from original $20m a few hours later. 3Is this a good time to buy some? Thanks for u usual great services & views

Q: I am doing some tax loss harvesting . Would these be good candidates?
CGNX(-21%)
FB(-11%)
ROBO(-9%)

Q: I was following this company IOTS due to its positioning in the internet of things space. I was looking at the company balance sheet and it seems to have reasonable revenues yet a negative cash flow. Do you think this company is a reasonable small cap buy? Are there any other companies in this space you suggest buying instead?