Investment Q&A

Q: Hearing more and more cyber attacks are occurring. And sense as global economic tensions increase so will the severity and impact of these attacks. What are your top 3 companies that provide protection and solutions for this critical area of business?

Q: How is todays news going to effect nvda stock going forward.

Q: Hi all
NVDA has been restricted from buying chips from China. What US (OR other country..) chip companies may benefit from NVDA buying elsewhere?
Much thanks

Q: Hi Peter, can I get your thoughts on Topicus. Can you provide P/Ebitda multiple. With the sell off would you buy today.

Also can you provide comparison with LMN.

Thanks

Q: I was under the impression that CLS was a late inning performer and we are not there yet as indicated in earlier responses. So why now having sold it out of the BE portfolio at less than half its current price within the last couple of years. Is CLS an AI player ?

Thx

Q: I am interested in getting into the AI sector. What are your suggestions for something reliable and affordable?

Q: KXS has been a slow mover the past while. At its current rate, its slowly moving towards its yearly low. I see then ast report dates back to Nov 2022. Can you provide a quick assessment as to strengths, weaknesses and what you see going forward 1, 2 and farther out? Are there any threats/risks that might arise? Is it still one of your top picks?

Q: Please give your updated analysis of Block and Guardant Health. Would you put new money into either of them? Are they more of a speculative bet right now?

My previous question on CDRs was not intended to be private so please make it public if you wish.

Thanks in advance and please deduct credits for two questions.

Q: What is your opinion on CTSH. , their growth prospects going forward and order backlog. Will they be a big benificiary of AI ? Thanks for your expertise.

Q: How would you rank these three companies as to best value, moat, and revenue growth over the next 3 -5 years? I'm leaning toward Descartes Systems but their P/E is fairly high compared to peers and the industry. Thanks.

Q: What would you say about MITK today
Peter

Q: I would appreciate your help with an investment decision.

I own Qcom and I’m down about 40%.

As you pointed out in answering a recent question the PE makes it look cheap. It’s got a decent dividend Howe.

However, it doesn’t seem to be or have any momentum,

Would I be better off selling QCOM and adding to either or both NVDA or Adobe both of which are up nicely.

Alternatively, would I be better off just buying an ETF for safety and diversification.

Thank you for your help.

Q: Good morning,

Now a few weeks after this highly anticipated IPO ARM holdings, would you look at this as a good play towards the Ai and global chips market.? How is this company and Nvidia connected if at all? What is a price that would be a screaming buy in your opinion? I own Nvidia already with a hefty profit, I was thinking to sell some and buy ARM just want to know who you think has better lift in this exciting space.
Thanks

Q: who are the major competitors to FTNT?. what percent of FTNT revenue is recurring? how are FTNTs revenue divided worldwide? what is the degree of insider ownership? thanks Richard

Q: Hi, would you buying ZIP today? What does the future hold for this company. ?
Thanks. Alnoor

Q: Can you please comment on the prospects for this company ?

Q: at this moment, smci is up 27. at 317, i sold some of a very large position.
do you still like and why the big move today
dave

Q: Someone told me rumors about Microsoft planning to announce they are making semiconductor chips soon, and would cause the price of Nvda to drop. How reliable are those rumors and should I act on them? How do you see Nvda compared to google or Microsoft or apple, in terms of risk and long term potential?

Q: Everyone, I have held LSPD since the summer of 2019 and I bought and sold throughout the last 24 months. My remaining amount is less than 2% so not a significant amount of $. They have $700 million plus in cash; they call EBITDA positive this year; they reduced the head count which lowers expenses; interest rates will be increased once or twice then a wait period and then a slow decline. All positives for the stock price. And the Quebec Pension still owns a large block of shares - they haven’t given up! The stock price seems to have held at this price range, so there is no real material downside risk. SQ and Toast are in the same stock price position, an industry decline not a stock specific decline. In a better market this stock will quickly do a triple from here.. So … buy and wait … or… move on? Clayton

Q: Everyone, I own the above stocks and I have had them for many years. Under what conditions would you sell them individually or collectively. My investing philosophy is to own the best of the best and hold them forever. Clayton