Q: Would you consider the company a buy at today's close or simply a value trap?
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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: Any idea as to what caused the drop today? I'm not seeing any news.
Q: Can you comment on DND's financing announcement. What does it mean and what impact will it have on operations in the future? Is it a good move? Market appears not to like it as of Friday afternoon.
Q: Hi Team,
What are your current thought and recommendation on this one?
What are your current thought and recommendation on this one?
Q: Is there a price you would consider to be attractive to enter this at? There must be something of value?
Thx
Thx
Q: Closed at 2.33 yesterday, then shortly after the company releases a prelim for Q3 of better than expected results than previously announced. They gave numbers that told an obvious story of improvement in all aspects. I consider this a load up scenario. I know your position is generally conservative but in this case isn't this a rare opportunity to buy in cheap with them giving you a glimpse of what is to come.
Q: Why is the stock taking such a hit today,after coming out with what seemed to me,good news on a new product???
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Intuit Inc. (INTU)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Palo Alto Networks Inc. (PANW)
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The Trade Desk Inc. (TTD)
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Okta Inc. (OKTA)
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HubSpot Inc. (HUBS)
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CrowdStrike Holdings Inc. (CRWD)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: Good morning
I have small positions in the following technology companies: GIB.A; CRWD; HUBS; NVEI: OKTA;TOI:PANW: INTU: TTD: LMN. I would like to clean up this portion of my portfolio. Which of these would you sell, and which ones would you add to? Thanks for your ongoing great advise.
Peter
I have small positions in the following technology companies: GIB.A; CRWD; HUBS; NVEI: OKTA;TOI:PANW: INTU: TTD: LMN. I would like to clean up this portion of my portfolio. Which of these would you sell, and which ones would you add to? Thanks for your ongoing great advise.
Peter
Q: Good day guys ,
This story getting hit again .. is this a tax loss selling situation here? ..according to u guys there has been insider buying .. would u add here or still hold this frustrating name .
Thx
Mark
This story getting hit again .. is this a tax loss selling situation here? ..according to u guys there has been insider buying .. would u add here or still hold this frustrating name .
Thx
Mark
Q: Do you see anything being done differently at Telus International that might portend a rebound to higher valuations? Is this just another hohum company using the “words” of the day to sell their “used cars” or is there really something to them and the rocket is set to launch?
Q: DND is potentially buying back 10% of the float - should I be encouraged by this or concerned that it just adds to their already high leverage? Wondering if I should be averaging down here or is it just throwing good money after bad. Thanks
Q: Hello,
Has BB mentioned any time frame for their split ? Any news from Veritas offer ?
Has BB mentioned any time frame for their split ? Any news from Veritas offer ?
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Fortinet Inc. (FTNT)
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Palo Alto Networks Inc. (PANW)
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Qualys Inc. (QLYS)
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CrowdStrike Holdings Inc. (CRWD)
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
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
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
Thx
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Super Micro Computer Inc. (SMCI)
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Vertiv Holdings LLC Class A (VRT)
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.
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.