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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 Peter,

Recently, Gabriela Borges of Goldman Sachs Goldman Sachs initiated a Sell rating on Cloudflare (NET) with a $51 price target. The analyst believes emerging software industry dynamics are favorable for long-term investors. Multi-product platforms have gained momentum, the industry is less cyclical, and unit economics outperform broader software. However, for Cloudflare, the analyst believes that the path to executing $5 Billion in annual recurring revenue will likely not be linear. Over the medium term, the risk/reward is skewed negative for the stock.

What is your opinion of NET from a short-term and medium-term risk/reward perspective? Please explain your rationale.

Thanks

George
Read Answer Asked by George on February 17, 2023
Q: I would like to add to my CDR holdings of either PFE, ABBV or UNH. I am leaning towards PFE since it's price has been down lately and it has a decent yield. How are CDR distributions treated for tax purposes, are they considered to be Canadian or US equities?
Thank you.
Read Answer Asked by Dennis on February 17, 2023
Q: Hi Peter,

It seems the market wants to take a breather what with inflation being sticky- makes me hesitant to put in new money?

Would you be a buyer of TWLO after today's price surge or wait for it to settle (and maybe miss the boat)? How would you compare it to CRWD as far as the return on investment is concerned? I have been using CRWD as a benchmark for comparison of risky growth stocks. Do you think that is a reasonably fair and quick method to evaluate ?
Read Answer Asked by Rajiv on February 17, 2023
Q: This question concerns Healthcare in a well-diversified Canadian portfolio (~30 holdings), focused slightly toward growth. Our target is for a 5% weight in this sector.

Currently, we only hold CSH.UN at a loss. We are open to selling it outright and replacing it with 1 or more of your favourites or topping it up and adding at least 1 growth-oriented suggestion. I understand from a previous question that CSH.UN has performed in a close range with REITs, which have adequate representation in our portfolio.

What would be your top picks in Healthcare for long term holds (5+ years)? How would you rate them (1-10, 10 being best) for new money today?

How would you proceed? Would you suggest going with 1 or 2 names? Would you suggest topping up CSH.UN and adding a 2nd name, selling CSH.UN and adding 1 or 2 new names, etc?

Thanks.
Read Answer Asked by Peter on February 17, 2023
Q: DGHI Can i have your views on this co. Thank you
Read Answer Asked by Guy on February 16, 2023
Q: Would you please comment on ABNB's latest results.

At this point in time what would be the buyer vs. the seller's thesis on the stock? Just things to consider, watch out for both positive and negative, etc going forward.

Thank you very much.


(PS. Please feel free to donate 50 of my question credits to anyone who would like some.)
Read Answer Asked by Sandra on February 16, 2023
Q: Please rank these in order of preference for the long term? Greater than 10 years. A reasoning for each please.

Thanks

Nick
Read Answer Asked by Nick on February 16, 2023
Q: Based on my 2 cents I feel like WCN is expensive between the 2. Can you provide your thoughts on valuation, debt and cash flow or any other more relevant metrics to compare these 2 ?
Pick one or suggest something similar in garbage space ?
Thank you for your service.
Read Answer Asked by Jabs on February 16, 2023
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