Investment Q&A

Q: Could you please comment on the earnings release for Topicus. Thank You

Q: Is Netflix an actual or potential customer or is it a competitor in the space that the company works in ?

Q: Please provide your assessment on the quarter and your view on the next 12/24 months

Q: Comments on KXS earnings and how they will shape future stock performance.

Q: I've been watching this stock for a long time and trying to define my thesis so would appreciate if I'm on the right path for a thesis for holding AXON make sense?

Drivers of Growth / Reasons to Own
> Labour productivity of police (less time in office, more on streets
> Efficiency (hard to hire new police staff, use existing staff more efficiently)
> Documentation / storage as records need to be kept for long periods of time (as more users create 'evidence' more records to be kept)
> AI to improve product efficacy and driving new efficiencies in creating reports
> Increasing need for policing given crime increases
> International growth as majority of revenue is US-based
> M&A to go into peripheral areas (eg drones)

Risks
> Lawsuits due to issue w/ equipment or services provided
> Expensive stock vis-a-vis earnings (due to past delivery of high CAGRs) so a miss could hit stock hard

It seems everything they do is about developing an 'eco-system' for the police that only gets stronger as new offers developed (eg. drones, AI etc) and w/ strong record of keeping existing customers and new avenues of growth it seems good days are ahead.

Am I missing something?

Q: pls review the results and the news of the div. would you step in here?

Q: Good Morning,

I have a 5% position in Google and 2.5% in Microsoft. Given the (seemingly) unjustified after-earnings price drop in Microsoft, can I get your thoughts on the possible merits of bringing these two positions into balance?

Thanks,

Brad

Q: As far as Ai is concerned, to what extent will the performance of the following stocks be dependent on the fortunes of NVDA? Please rate each of them with a number from 1-10, with 10 representing the highest correlation to NVDA.

VRT, MU, MSFT, META, MRVL, AVGO, QCOM, AMAT

Q: There is blood on the streets. Would you give your blessings to step in here and buy, say, a 1.5% position if one is aiming for a 3% position? I have no exposure to cyber security.

Based on your experience, can lawsuits, such as those announced today, cause meaningful downward pressure?

Have we seen the worst, and would you cautiously proceed?

Thank you

Q: If you were to pick one of the following - LMN or TOI for a TFSA which would be your preference and why? Thanks.

Q: Morning, could break down the PINS quarter and where you see it now, would you add to a full position here... thx.M

Q: Is now a good time to start picking at some of the Magnificent 7 stocks or wait?

Q: What does the market expect from kinaxis this evening?

Q: What is happening to CSU today? Down almost 2% so far.

Q: Hi, I am considering buying the dip into some covered-call tech funds. I was looking at a roughly equal investment in ZWT and QQCL. I'm aware of the limited upside potential of these funds but am buying for income with some capital gain (ZWT). I'd appreciate your thoughts on the possible pitfalls inherent in these CC funds. Thanks.

Q: LMN seems to be falling slightly out of favour in your rankings, do you still consider it a good buy and hold inside a TFSA if I can get on at approx $36.00, any Idea when 2nd quarter financials will be released by them? Thanks.

Q: What is your current opinion of RDVT (i.e. Red Violet)?

Q: How do you feel about this energy storage etf that is quite new and looking into the future?
Thanks Again

Q: AMD is down quite a bit. Is it worth holding onto at this uncertain time? Comments on its prospects haven’t been positive.

Q: Current thoughts on SYZ and what does the market expect this quarter?

Thx