Investment Q&A

Q: Would you have a good proxy for CRWD or just wait for a rebound?

Thanks for your service!

Q: Can you please comment on Digital Turbine (APPS) latest earnings released yesterday. Was there anything of particular interest to note from the call this morning (either good or bad)? Has paying off debt continue to improve? Would you recommend adding to a position that is down from its high or give it more time? Held in a TFSA so tax loss is not an option.

Q: Hi Team,
I hold the following 3 aggressive names in a US cash account (sq, rblx, apps). As a group they are down 65% , in close to equal weighting’s . What do I do with this mess? Hold at this point waiting for recovery ? Consolidate into a different safer name? Any chance for these 3 with a 3-5yr time frame ? Or is it time to take the loss and high grade to something such as a goog ? Or Maybey crox in a different sector ? Or …hope for a aggressive pop at some point , then high grade later ? Your opinion is appreciated .

Q: What is their balance sheet. Would you buy it today and what would be good price.

Thanks,
Milan

Q: Hi,
I think UPST was down on every possible metric in its earnings report. Did you see anything at all positive? Do you still see it as a Hold?
Thanks

Q: AMZN is down significatly today. Is there any news to explain the drop. Would you buy it at today's price

Q: Which stocks do you recomend for the defence sector?

Q: Can I get your opinion on Edward Sciences. I have done well with all of my health stocks except this one (down by about 42%).

Q: Given the current market, what are some S&P 500 Index Funds you see looking at long term growth and opportunities for 5-10+ years?

Q: Hello

Can you comment on Affirm quarterly earnings when they come out later today I believe?

Also could you tell me if there are any estimates out there regarding Affirms 'cash burn' and them needing to raise capital in the near future?

Thank you very much

Stephane

Q: You recommended this when it was $50+ . . Any updated thoughts?

Q: Hi,

Can you comment on the quarter, would you purchase some here? What is the risk of bankruptcy here?

Thanks

Q: Is ZS a buy at these levels?

Q: Hi! Doing some cleaning up and wondering if these are buy, sell, or hold. In reference to Shane's comments I also agree that it wasn't too long ago that so many advisors were recommending growth stocks at lofty prices. Having always been a more of a value investor I dipped my toes, but am feeling like I'd be too scared to ever enter any kind of a growth stock again. I know if interest rates peak you feel these can do well again but only time will tell and many investors have lost lots of money on the high growth names like in Cathy Wood's funds. Happy to hold any of these names if there could ever be a turn around. Thank you!

Q: It would seem that the future looks bright for the nuclear industry focusing on small modular reactor (SMR) technology. I would appreciate your thoughts on investable (and hopefully potentially highly profitable) companies in this area. Thanks very much for this great service. Dan

Q: I have a few questions on PLTR. What annual revenue growth rate has the company set and what will it achieve if it meets its q4 revenue target? What affect has the employee remuneration in shares having on total shares outstanding? The optics of PLTR missing analysis estimates each quarter is problematic. Do you believe the company will improve it's ability to meet or exceed analysts estimates (and its own) or do they just don't care? Maybe there is a better explanation for these misses. Alex Karp ses to revel in and seek out a guru status, but can he deliver the results he promises. He certainly isn't conservative in setting targets and seems to have new explanations each quarter for missing expectations he has set. That said, the business is growing, I'm just not sure how investable the stock is. I am considering selling at a loss in a registered account, but can hold for a very long time if the value of shares could improve over time.

Q: Would you buy or add to any of these 3 “relatives” / spin offs?

If not is there a competitor you like?

Thanks.

Q: I’m losing patience with Disney after another poor quarter and poor management performance. I don’t want to give up on the franchise, but wondering if holding this stock at a time is costing me staying out of other opportunities at this his time. What are your thoughts on Disney? Hold or sell and move on?

Q: I would appreciate if you could provide me with the following for United Health.

REVENUE {LAST FISCAL YEAR}

NET INCOME {LAST FISCAL YEAR}

EPS {3X TRAILING YEARS}

Q: I have been doing a deeper dive on the result from CRWD and NVEI, both have increased their share compensation to employees substantially in the last year. As an investor do you have any concerns, I am wondering how much of the future gains will go to shareholders?

Thank you for everything you do. Leo