Q: Constellation Software has impressively continued to climb to new 52 week highs. Topicus and Lumine have been pretty stagnant lately. Do you expect some share price action from Topicus and Lumine in the next 6 months?
Q: You seem somewhat concerned by the low level of cash for Luimine in the recent report and how under capitalized the business is. This along with the high EV/EBITA ratio. So we be concerned?
Q: What is you opinion on STC update release today? It implies revenue growth is returning for fiscal 2025 (as of July 1) and very low debt leverage less than 1.5 X EBITDA by yearend. Currently trading less than 1x revenues with big free cash flow, it seems like a good buy as new Management continues to execute its turnaround.
I know from your answers that you like VRT. I am down by about 8%. Not too worried. Willing to hold on to this.
The question is two fold:
1. I look at Finviz screener (freebie version!) and the Debt: Equity ratio and LT Debt is high? 2.25 it says. What does it mean? Indicates risk?
2. Worth adding to VRT as it has pulled back or do you think there is more downside drift to come given the sector rotation is now firmly in place?
3. Offers a decent premium and to my earlier question sometime ago you had recommended this as a candidate for writing call options. Do you still hold that view?
Q: In spite of Nvidia’s recent drop, I still find myself quite “tech heavy”, and I’m sure I’m not alone! Thinking of trimming, how would you rank these: NVDA, AAPL, AMZN, GOOGL, MSFT, SHOP.
Q: I'm writing to seek your expertise on the recent global IT outage caused by CrowdStrike. As the dust settles, the question on everyone's mind is whether CrowdStrike will assume financial responsibility for the damages incurred. If so, the compensation could be considerable. As an investor in AI stocks, I'm eager to know if this situation presents a strategic buying opportunity. In your opinion, how will this IT outage affect CrowdStrike's long-term prospects and stock performance? Will it have a lasting impact on their reputation and investor confidence? Thanks
Q: I understand this is a relatively new cyber security company that is performing very well
What is the stock prefix and do you recommend switching to it from Crowdstrike
Q: 1, Would you recommend adding to CRWD today (Jul 19, 2024) or wait til the dust settles?
2, What would be a good entry price? $280 ish?
(I have held CRWD for some time and have been doing well. Have wanted to add to it for a long time but its valuation scares me.)
Q: I have TER in my portfolio for many yrs and doing very well. I would like to take 1/2 position in an other semi. Could you comment on the four company mentioned above
Q: Hi, Can you please share your take on the CRWD security upgrade problem today that has impacted global systems. I had no idea CRWD ran so many operations for global customer. Thank you, Michael
Q: Based on today’s price and multiples, how would you rank Amazon vs Google vs Nvidia. I have 6% in Google and Nvidia. I only have a 3% position in Amazon. If it were you’re account, would you trim to add to Amazon or just add to Amazon. 5 year+ timeframe
Q: I have a small position purchased quite a while ago. Since purchasing it has been up and down, most of time was under water, now it is up about 30%. I am thinking of switching it to a better one with potentially more growth and stable. Could you please provide your comments?