Investment Q&A

Q: Hello
Could you comment on Affirm Holdings?
Thank you
Stephane

Q: Hi, can we get an update on DUOL earnings and your feelings going forward?

thx, Mark

Q: Do you prefer HXS or VFV for a FHSA with a timeline of 3-5 years? and what would be your reasoning?

Q: Thanks for your answer the other day on this stock. I was hoping you may comment on the recent announced investigation by the competition bureaus or in your opinion is that kind of just noise that is already reflected in the share price? What could the result be and potential downside if the allegations prove to be true?

Q: Please comment on ABNB earnings. Thank you.

Q: Hello 5i
Could I have your assessment of SG and MDNA please.
Thank you
Dave

Q: CELH vs MNST:
If I wish to invest in only one of them, what would be your choice and please explain the reasons for your choice.
Antony

Q: Hi 5i
How were Arms earning and how do you view them going forward.....Would you be interested in them at current price going forward.... Why the continued drop? Fear of nvda earnings maybe?

Currently have small position, interested in average down for at least 2 years hold...
Thx

Q: thoughts on earnings

Q: Hey thanks for suggesting this name - I bought it yesterday when it fell and boy is it ripping today. Looks like a future Monster Beverage type of stock. Thanks.

Q: Good day your thoughts on Zeta Holdings please thank you

Q: Peter and His Wonder Team
CRNT just reported what seemed to be positive and I believe met analyst expectations...yet it is down almost 15%. What am I missing here. Thanks your objective perspectives are always helpful.

Q: Hi,

I know these are some of your favorite cyber security stocks. All of them have drifted down recently. Your uncanny call for FTNT's price of 59 has been reached AND breached!

What would be your new entry points fr these? Please feel free to add any other name if you feel it is warranted.

Q: I hold small, equal positions in both AMT and CCI. I'm down on both and I'm thinking of doing some cleanup. Of the two, is there one you prefer at this time? I'm thinking of selling one and moving the funds over to the other,,,

Q: Good morning;

I own the 4 stocks referenced at a 4.5% weight in my portfolio. ILMN was purchased as a turnaround candidate so I wish to keep it. XLV to hedge. UNH I have my initial investment out; it has bounced around quite a bit lately with no clear path but a target +/$75 above current price. May 1st you commented CVS is not one you would add to and it could be a value trap. I've owned it since prior to COVID and missed my opportunity to sell it off.

I want to stay exposed and grow my exposure a bit to the US (and maybe Canadian) health care sector. Other than a very occasional flare of positive results this sector has not been very beneficial to my portfolio other than a bit of modest income. I could part with (in order) CVS, UNH, XLV to build better growth exposure. I would appreciate your top 5 recommended options along with why you would put them on the list.

Thanks very much.

Dave

Q: I am wondering if you can share your insights on recent developments with Lulu and whether you would be growing a position as price is down from their high, or sit and wait considering the less than ideal news lately.

Q: I see the ZM trades at a decent valuation and has a fair bit of cash. P/B, P/S, and P/E are presently much cheaper than the past.
For a value investor, is ZM a decent investment? Morningstar labels is it with a Narrow moat, although it is rated a Hold. How competitive is the industry? With all that cash, could it not add on other areas of growth.
Technically it appears to have good support around $59.
Your thoughts?

Q: Hello Peter,
I am thinking of investing in Berkshire class b shares in a TFSA account. Do you see any issues with this approach? I am just wondering if the sad day comes when Warren Buffet is not around, and if the company gets split etc if there will be tax consequences to deal with .. thanks again

Q: I own this stock, have bought it at a low price so I'm still even on it. Don't need the cash but don't want a dog either. Do you think this has long term upside ? Buy, sell or hold ?

Q: Why is Datadog falling over the last couple of days? What's the longer term outlook for the company and the industry it serves? Is it a buy sell or hold? Thank you.