Q: What do you feel the prospects are for this company. What would you expect the price to be 12 months from now/
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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.
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CECO Environmental Corp. (CECO $65.72)
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Genius Sports Limited (GENI $9.90)
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Intapp Inc. (INTA $41.21)
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Sportradar Group AG (SRAD $19.85)
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IREN Limited (IREN $52.88)
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Limbach Holdings Inc. (LMB $83.90)
Q: Can you provide a few small to mid cap US stocks that you have high conviction for?
Q: What is your opinion on Celius's having Pepsi up it's stake to 11% and selling the Rock star energy for USA and Canada to them? I have been a fairly long time holder and just wondering if these new developments are going to be great for future valuation in your opinion possibly?
Q: Can I have your thoughts on this company. The technology looks interesting. Is it worth a small speculative investment? Thanks
Q: Hello Team,
What do you think of Coinbase?
Thanks!
What do you think of Coinbase?
Thanks!
Q: Hello, could you comment on most recent Affirms Holdings earnings please?
Thank you
Thank you
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D.R. Horton Inc. (DHI $159.30)
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Lennar Corporation Class A (LEN $121.39)
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PulteGroup Inc. (PHM $130.73)
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iShares U.S. Home Construction ETF (ITB $107.96)
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TopBuild Corp. (BLD $486.10)
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NVR Inc. (NVR $7,580.76)
Q: What are your thoughts on the housing/home construction sector? If of interest, what would be your 5 stocks of choice? Thank you.
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Amazon.com Inc. (AMZN $236.65)
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Microsoft Corporation (MSFT $459.38)
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Marvell Technology Inc. (MRVL $81.21)
Q: Your thoughts please on the Marvell earnings after hours Thursday? If it could be bought for $70 tomorrow would it be an add for you in a hypothetical portfolio with a 12 month window? Please provide a high level analysis and whether you rate it as a buy, sell or hold based on the results.
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Amazon.com Inc. (AMZN $236.65)
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Alphabet Inc. (GOOG $336.31)
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Microsoft Corporation (MSFT $459.38)
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NVIDIA Corporation (NVDA $183.14)
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Snowflake Inc. (SNOW $206.16)
Q: Based on your last comments on SNOW, you said "...expensive and volatile, and expectations are very high. Thus, they perhaps need 'perfect' numbers to see substantial gains."
SNOW nWhat is your take on the earnings I'm assuming you're fine with it from what I'm reading all over the internet.
Can you explain more about the data modernization theme in software and the long term growth (Compound Annual Growth Rate) for Snowflake and has the hype from it's IPO days remained the same, ramp upped or been less muted ..... is this a future 10 bagger, will it be as successful as a Nvidia or Microsoft?
Who are its competitors? and should SNOW be worried about them longer term?
What has to keep working for this stock for it to keep growing in the next decade and what might stop it from rising?
oh and ps....what is the insider ownership looking like and is that a metric I should be looking at for this particular stock?
Thanks again, please take as many credits off as needed to answer.
SNOW nWhat is your take on the earnings I'm assuming you're fine with it from what I'm reading all over the internet.
Can you explain more about the data modernization theme in software and the long term growth (Compound Annual Growth Rate) for Snowflake and has the hype from it's IPO days remained the same, ramp upped or been less muted ..... is this a future 10 bagger, will it be as successful as a Nvidia or Microsoft?
Who are its competitors? and should SNOW be worried about them longer term?
What has to keep working for this stock for it to keep growing in the next decade and what might stop it from rising?
oh and ps....what is the insider ownership looking like and is that a metric I should be looking at for this particular stock?
Thanks again, please take as many credits off as needed to answer.
Q: Hello 5i
In the last Q&A on ONDS you mentioned the market cap was 200mil. My Yahoo finance today shows 1.5 billion. Can you clarify this and offer a current assessment please?
Thank you
Dave
In the last Q&A on ONDS you mentioned the market cap was 200mil. My Yahoo finance today shows 1.5 billion. Can you clarify this and offer a current assessment please?
Thank you
Dave
Q: Hi,
Boomer here looking for a newish stock after my kids regularly use these products. Of these two entrants in categories (which did not exist 20 years ago) which would you recommend for long term growth without gut wrenching volatility? Are there other options you prefer?
Boomer here looking for a newish stock after my kids regularly use these products. Of these two entrants in categories (which did not exist 20 years ago) which would you recommend for long term growth without gut wrenching volatility? Are there other options you prefer?
Q: do you recommend these 3 and in order of preference
thank you
thank you
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Broadcom Inc. (AVGO $339.89)
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Costco Wholesale Corporation (COST $950.98)
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Alphabet Inc. (GOOG $336.31)
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Intuitive Surgical Inc. (ISRG $546.76)
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NVIDIA Corporation (NVDA $183.14)
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JPMorgan Chase & Co. (JPM $307.87)
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Constellation Software Inc. (CSU $3,022.95)
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Dollarama Inc. (DOL $200.87)
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Intact Financial Corporation (IFC $271.58)
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Celestica Inc. (CLS $430.25)
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FirstService Corporation (FSV $223.04)
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Thomson Reuters Corporation (TRI $176.79)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $218.61)
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goeasy Ltd. (GSY $132.46)
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TerraVest Industries Inc. (TVK $172.62)
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Axon Enterprise Inc. (AXON $629.22)
Q: For a 5-10 year hold within a TFSA could you please provide your top 10 Canadian stocks or CDR’s ranked by total return/compounding potential? For a non-registered account with a 3-5 year timeframe could you also do a top 10 list including both Canadian or US equities (no CDR’s), again ranked by total return/compounding potential? Thanks.
Q: What are your thoughts on VEEV latest quarterly results
Thks marcel
Thks marcel
Q: Box seems to have reinvented itself. Doing lots of promo of it's role in readying a company's data and security so that it can use A I effectively. Count MS among clients. Can you assess the new version please?
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iShares Core MSCI All Country World ex Canada Index ETF (XAW $53.01)
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BMO S&P 500 Index ETF (ZSP $105.32)
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iShares Core MSCI EAFE IMI Index ETF (XEF $48.46)
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iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ $62.74)
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iShares Core S&P Mid-Cap ETF (IJH $69.43)
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iShares Core S&P Small-Cap ETF (IJR $127.24)
Q: I currently hold these 4 ETF's in a RRSP account. Is there any other ETF that you would add to this list?
Q: Do you think AMAT is the best stock in it's space? If not, can you please provide one's you think are just as good or better? Can you also mention if you think any of them are reasonable valuation at this time for a long term hold in a TFSA.
Q: Please ignore if other have asked. Your thoughts on NVDA's earnings and conference call. Thank-you.
Q: I note that Sail is now a significant holding in BUG, which seems a vote of faith. Burning cash, but less so than in the past, I gather and earning more. I believe it has no debt currently. Could you please evaluate its prospects and whether it looks buyable here?
Q: I don't know what to think of OKTA ? It jumped up in March to May and has been going down since. Do I keep it or invest the money elsewhere ? Thanks.