Q: I have held ARM since the beginning of the year. For the last month it has fallen 20%. I decided that I would add another half position to it on 04-17. Once the market opened it was in the $122 area and slightly moved up and then pulled back and I bought it for $122. Over the next hour I watched it fall to $109. Should I have got out of it once it started to fall fairly rapidly as opposed to sitting there and watching it fall? Thanks again for your professional knowledge.
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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.
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Zscaler Inc. (ZS)
- Tenable Holdings Inc. (TENB)
- Qualys Inc. (QLYS)
- CrowdStrike Holdings Inc. (CRWD)
Q: Hello Team,
How would you rank cybersecurity stocks in terms of your favourites and best long term growth. Also, do any have the chance to be apart of the next trillion dollar cos?
What is a good entry for each? Thank you!
How would you rank cybersecurity stocks in terms of your favourites and best long term growth. Also, do any have the chance to be apart of the next trillion dollar cos?
What is a good entry for each? Thank you!
Q: Hello all, wondering what you think the outlook is for NV Global over the next 2-3 years? It seems to be struggling over the last year and hasn't participated in the rally of the last few months.
Thanks for all you do, my portfolio has never looked better!
Thanks for all you do, my portfolio has never looked better!
Q: I would like to hear your thoughts on bitcoin miners as we approach the next halving date.
Q: Hi! What would you new entry price be for buying?
Q: Gentlemen;
Are you surprised in the current weakness in the price action since earnings were released?
Do you think this is a decent entry point?
Are you surprised in the current weakness in the price action since earnings were released?
Do you think this is a decent entry point?
- Adobe Inc. (ADBE)
- Ulta Beauty Inc. (ULTA)
- Elastic N.V. (ESTC)
- Champion Homes Inc. (SKY)
- Vertiv Holdings LLC Class A (VRT)
- Celsius Holdings Inc. (CELH)
- Propel Holdings Inc. (PRL)
- Lumine Group Inc. (LMN)
- Nextracker Inc. (NXT)
Q: I would like to put some money to use. I have put the above list together. Can you rank which ones you would purchase from 1st to last?
Thanks
Thanks
- NVIDIA Corporation (NVDA)
- CGI Inc. Class A Subordinate Voting Shares (GIB.A)
- Constellation Software Inc. (CSU)
- Celestica Inc. (CLS)
- Descartes Systems Group Inc. (The) (DSG)
- Open Text Corporation (OTEX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
- Blockchain Technologies ETF (HBLK)
- Super Micro Computer Inc. (SMCI)
- Global X Big Data & Hardware Index ETF (HBGD.U)
- Coinbase Global Inc (COIN)
- CleanSpark Inc. (CLSK)
- Arm Holdings plc (ARM)
Q: Good morning
these three ETFs have stellar one year performance to January 6th according to your March issue of Money Saver magazine. Do you see them topped out for the present or would you still see a buying opportunity here
GUY
these three ETFs have stellar one year performance to January 6th according to your March issue of Money Saver magazine. Do you see them topped out for the present or would you still see a buying opportunity here
GUY
Q: Can you please comment on OTEX's debt and payout ratio ? - a concern to me. Is this what is weakening the share price?
Is its business comparable to that of CSU or LMN ? I am aware of all the strengths of the latter two - including great management, but does OTEX really deserve what appears to be a substantially lower relative valuation?
Is its business comparable to that of CSU or LMN ? I am aware of all the strengths of the latter two - including great management, but does OTEX really deserve what appears to be a substantially lower relative valuation?
Q: Can you give me your appreciation of this entreprise on the horizon of 2-3 years in term of growth potential ? What about competition and what kind of impact can be expected from ai phenomenon ?
Thank you very much in advance
Thank you very much in advance
- Roper Technologies Inc. (ROP)
- Constellation Software Inc. (CSU)
- Transdigm Group Incorporated (TDG)
- Tyler Technologies Inc. (TYL)
- Heico Corporation (HEI)
- Topicus.com Inc. (TOI)
- Lumine Group Inc. (LMN)
Q: In watching BNN the other night, in talking about Constellation Software, Brian Madden mentioned that his fund has recently bought into what they view as a US based equivalent company. Unfortunately, much to my disappointment, he didn't mention who the company was. This did get me to wondering what (if any), US based companies you would recommend that are Constellation Software like and would he have perhaps have been referring to LMN?
Thank you again for the fabulous service!
Mike
Thank you again for the fabulous service!
Mike
Q: Adobe got hit pretty hard after its quarterly report last month and the share price seems to be continuing on its downward trend since then. Has there been any new news to change your generally positive opinion of this company?
Q: Can you tell me your appreciation of this company and his growth possibility in a range of 2-3 years. Is it a good prospect in a growth portfolio an what could be the ai impact on his future?
Thank you for the superb work you're doing.
Gab.
Thank you for the superb work you're doing.
Gab.
Q: AMD is a stock that you like but it seems to be underperforming (down 20% in the last month) a lot of the stocks in the same business.
I cannot remember the last time that ATS had a green day. It is down 28% in the last three months. It seems to me no one wants it, but I have been holding it on your advice because the majority of the time your advice is successful. I m keeping my fingers crossed. Thank you.
I cannot remember the last time that ATS had a green day. It is down 28% in the last three months. It seems to me no one wants it, but I have been holding it on your advice because the majority of the time your advice is successful. I m keeping my fingers crossed. Thank you.
Q: Hello,
Can I please get your updated thoughts on payfare and its filing delay. Do you know what the current valuation is and would you put money to work today?
Can I please get your updated thoughts on payfare and its filing delay. Do you know what the current valuation is and would you put money to work today?
Q: What are your thoughts on Salesforce interest in acquiring Informatica. Do you consider Salesforce a buy?
Q: What do you think the catalyst is that is behind the momentum over the past 6 months?
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Palo Alto Networks Inc. (PANW)
- DocuSign Inc. (DOCU)
- CrowdStrike Holdings Inc. (CRWD)
- UiPath Inc. Class A (PATH)
Q: Would you recommend buying PATH ( USD 21.40), DOCU (USD 59.25) and SHOP (CAD 98.46) , CRWD (USD 312)and PANW( USD 281) at current valuations?
- Fortinet Inc. (FTNT)
- Palo Alto Networks Inc. (PANW)
- Rapid7 Inc. (RPD)
- CrowdStrike Holdings Inc. (CRWD)
- Roblox Corporation Class A (RBLX)
Q: Hello,
Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?
Thank you,
Can you please provide your current views on these two companies?
For a 3 to 5 years window, are they buy, hold or sell?
Thank you,
- Broadcom Inc. (AVGO)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Advanced Micro Devices Inc. (AMD)
- Vertiv Holdings LLC Class A (VRT)
Q: I already own MSFT, AMZN, VRT, and NVDA. I'm considering either adding to these positions OR buying AVGO or AMD? What do you suggest?