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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: I am considering initiating a position in one of these 2 companies; can you please provide your outlook for each and indicate which you would choose, if you were me. A couple of specific questions - I currently own CSU, is there much overlap with CTSH? Also, in an answer over a year ago you suggested the P/E for CCOI was very high, at 70, but recent company reports put it 3 to 4....can you explain what is involved with the 70 v. the 3 - 4? Also, in that answer you referred to very high debt to cash flow....is that still a concern? thanks much
Read Answer Asked by Leonard on December 19, 2023
Q: I was interested in your reply to Ronnie today (14th) on U.S. growth suggestions. As individual securities you suggested IBKR, LPLA, CELH, CROX, DUOL. If I was to add HEI, ADI and ULTA to that list could you rank all 8 for say 5 yr pure growth potential and then re-rank if one was seeking a balance of both growth and safety? Thank you.
Read Answer Asked by Stephen R. on December 18, 2023
Q: what are 3 key current metrics that you use to evaluate SMCI? and how do they compare for the over the last 5 years thanks Richard
Read Answer Asked by richard on December 14, 2023
Q: Thoughts on INDI as an emerging semiconductor stock
Read Answer Asked by John on December 12, 2023
Q: I hold the 3 following positions : SHOP (3%), LSPD (1.5%) with a 30%loss and NVEI (1%) with a 65% loss.
I want to clean a bit my portfolio, and clear at least one of NVEI or LSPD.
In which one would you prefer to consolidate? Would you even consider consolidate all in Shop or there’s a good case for keeping NVEI or LSPD?

Thank you!
Read Answer Asked by Julien on December 12, 2023
Q: KXS is down $30 over the last 3 years and I am trying to understand why. The economy seems to need the solutions the company sells yet shareholder results are lacking. Are they asking to much for the product, are they losing sales, are they paying themselves to much or does the market just not have faith in the company?

Thank you for your thoughts on KXS.
Read Answer Asked by Mike on December 12, 2023
Q: Interested i allocating some fuds to AI. What wou;d you recommend, stocks and or EFT
Guy R
Read Answer Asked by Guy R. on December 12, 2023
Q: I was just about to give up on Sylogist because of its downward trend over the past 5 weeks in a strong market. Then I discovered that CFRA rates it a Strong Buy!! I know that their report is algorithm-generated, but still! I checked out other CFRA algorithm-generated reports for other small-cap Canadian tech stocks and couldn’t find another Strong Buy (lots of sells). I originally signed up for 5i Research because you cover small Canadian companies. SYZ never issues stock, so there's no analyst coverage. Only algorithms. So how much credence would you put on CFRA's algorithm? What is causing it to generate a Strong Buy for SYZ?
Read Answer Asked by David on December 11, 2023