Q: I would like to reiterate the big thank you for this name. I would never have considered it but for your service. Based on your comments, I took a large position which has worked out extremely well. Thank you!
Jason
Jason
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I know there is no news on CSU which reports tomorrow. It is sitting on its 200 day moving average and is the third time this year it has had a sell off to this level (actually Liberation Day (April) it fell through the 200 day), only previously to make a strong comeback. Are you concerned CSU is missing the AI craze with its long time tested acquisition strategy? Is it the Adobe of the TSX (ie. great business but not sufficiently relevant in AI)? Thanks so much.
Q: MRVL is said to have a attractive future in AI but has not participated in the recent rally. Can you provide your thoughts on its finances, area of specialization and future prospects, please.
Q: Can you provide some background to the big drop in Fortinet today please.?
Q: Any new thoughts commentary on CSU ……?
Q: Hi Would you initiate a new position in Nvidia now? This would be for a hold for a minimum of three years. thanks.
Q: Could you report on the Q release. What numbers do you feel are most important for evaluating KXS ?
Are you comfortable holding a full position after viewing KXS 2nd Q?
Are you comfortable holding a full position after viewing KXS 2nd Q?
Q: Can you comment on earnings. Seemed generally ok but some slight misses compared to expected. Don’t understand the big drop on Wednesday.
Q: I believe reports tomorrow. It's down over $9 at 1pm Wednesday. Any news to explain this? Does someone know something that will be public tomorrow? I note volume isn't huge but it's still a big drop. Thoughts?
Q: Hi 5i, Any news regarding today's pop in Apple? Thx.
Q: Earnings look very good. Can you comment after the call with emphasis on what the key strengths are and what potential dangers might be going forward. It seems they are the complete masters in their field and aren't resting on past performances.
Q: Can you provide an updated opinion and stock price target for MDA.
Q: I know the conference call has not occurred yet, but can I please get initial comments on earnings.
Q: Hi, Could you please comment on ANET earnings. Thank you
Q: Would you be comfortable adding after latest earnings release ?
Is there a preference for one over the other, today, with more visibility about integration of recent large acquisitions ?
Is there a preference for one over the other, today, with more visibility about integration of recent large acquisitions ?
Q: for a long term hold, which stock looks best to you - Lumine or Celestica. Many thanks
Q: Blaize Holdings was mentioned on BNN along NBIS as a company to watch.
Size wise no comparison, very small. What’s your take?
Size wise no comparison, very small. What’s your take?
Q: Please comment on earning. Thanks for your excellent service .
Q: Hi team,
Sportradar dropped today on earnings. What’s your take on earnings and the company’s growth prospects from here ? Is it a buy, hold, or sell now after today’s dip?
Thanks,
Shane
Sportradar dropped today on earnings. What’s your take on earnings and the company’s growth prospects from here ? Is it a buy, hold, or sell now after today’s dip?
Thanks,
Shane
Q: good afternoon - I have positions in both AMZN and GOOG, with modest gains in GOOG and good gains in AMZN. I'm looking at the respective P/E's and wondering if this is a good time to sell AMZN and increase GOOG. Taxes not an issue for two thirds of my AMZN. Do you think that GOOG will increase in value at a greater rate than AMZN in the coming years? I like both companies but this looks like an opportunity to high grade a portion of my portfolio. Thanks. Al
Many thanks
Many thanks