Q: I am wondering what cybersecurity stocks you might recommend and/or whether you would recommend a cybersecurity etf as the way an investor might invest in this important and growing sector . I currently own one cybersecurity stock, Fortinet, and want to add exposure to the sector. Thank you
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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.
Q: Hi - would love your thoughts on why CLS is falling faster than its peers of late. Would you suggest continuing to hold (if long) or buy if not owned? How concerned are you about upcoming EPS release? Many thanks as always.
Q: Hi 5i, do you share the market's concern that SMCI did not "pre-anounce" earnings? Is the downward move justified?
Thanks!
Thanks!
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NVIDIA Corporation (NVDA)
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Super Micro Computer Inc. (SMCI)
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Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Q: Curious if there was any specific news on the 10% drop on Friday or reasons for the drop?
Q: It would be interesting to hear where you think this stock may be in 2 years, and 5 yrs? Thanks so much. (Your answer will be taken with the understanding that nothing is set in stone and you are not psychic.....)
Q: I have held Unity and have a loss. What are its prospects? Should I hold or sell? Thank you
Q: We’ve had a few bad days here…cause for concern or would you advise to just hold? How confident are you that the stock will return to old highs? I get worried with names that have gone up a lot fairly quickly that they may reverse course. Thanks.
Q: The BE portfolio seems to have around 14% in these three related stocks. Can you please comment on why you are comfortable not seeing these as an overly concentrated bet for a balanced portfolio?
Thanks
Thanks
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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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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Zscaler Inc. (ZS)
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Tenable Holdings Inc. (TENB)
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Qualys Inc. (QLYS)
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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?
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Adobe Inc. (ADBE)
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Ulta Beauty Inc. (ULTA)
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Elastic N.V. (ESTC)
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Champion Homes Inc. (SKY)
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Vertiv Holdings LLC Class A (VRT)
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Celsius Holdings Inc. (CELH)
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Propel Holdings Inc. (PRL)
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Lumine Group Inc. (LMN)
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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
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NVIDIA Corporation (NVDA)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Celestica Inc. (CLS)
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Descartes Systems Group Inc. (The) (DSG)
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Open Text Corporation (OTEX)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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iShares S&P/TSX Capped Information Technology Index ETF (XIT)
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Blockchain Technologies ETF (HBLK)
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Super Micro Computer Inc. (SMCI)
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Global X Big Data & Hardware Index ETF (HBGD.U)
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Coinbase Global Inc (COIN)
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CleanSpark Inc. (CLSK)
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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
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Roper Technologies Inc. (ROP)
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Constellation Software Inc. (CSU)
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Transdigm Group Incorporated (TDG)
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Tyler Technologies Inc. (TYL)
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Heico Corporation (HEI)
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Topicus.com Inc. (TOI)
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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?