Investment Q&A

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

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.

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

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