Investment Q&A

• Heartbeam Inc. (BEAT $2.98)
  • $2.98 Cap: $79M
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Q: Share price seems to be drifting downwards...any reason that you see why this is the case?

Thanks, Mike

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Read Answer Asked by Mike on August 06, 2019

• Capital One Financial Corporation (COF $244.30)
  • $244.30 P/E (TTM): 33.56X Cap: $152.25B
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Q: I'm looking at purchasing shares of Capital One after it's latest selloff. I plan on waiting to see where it settles before purchasing. Can I please have your thoughts on this idea. Thanks.

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Read Answer Asked by Brady on August 06, 2019

• Sunniva Inc. (SNN)
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Q: What is your opinion of Smith & Nephew? I need some non-Canadian healthcare in my portfolio. Would this be a reasonable purchase or would you recommend an alternative?

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Read Answer Asked by V on August 06, 2019

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Hi Peter I was thinking of sprinkling a little bit of money on square last week, and now thAt on Friday it came down over $11.00 a share do you think I should wait and see or is it the right time now. I am riding Lspd right now which is the competitor, which one is safer. Thank you

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Read Answer Asked by wilson on August 06, 2019

• INVESCO QQQ Trust (QQQ $611.77)
  • $611.77 P/E (TTM): 36.83X Cap: $394.49B
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• State Street Technology Select Sector SPDR ETF (XLK $142.06)
  • $142.06 P/E (TTM): 37.59X Cap: $90.06B
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Q: I am interested in investing in a technology ETF. Would you prefer the QQQ or XLK?

thanks

Kim

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Read Answer Asked by kim on August 06, 2019

• DocuSign Inc. (DOCU $67.78)
  • $67.78 P/E (TTM): 47.26X Cap: $13.57B
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Q: What's your view on this company?

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Read Answer Asked by M on August 06, 2019

• Align Technology Inc. (ALGN $161.87)
  • $161.87 P/E (TTM): 31.51X Cap: $11.52B
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Q: Can you tell me what is going on with this company and is it a buy at its current price?

thanks

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Read Answer Asked by Dave on August 03, 2019

• Block Inc. Class A (SQ)
  • P/E (TTM): 59.56X Cap: $53.89B
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Q: Square down 15% this morning. Comments please!

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Read Answer Asked by Michael on August 02, 2019

• Amplify Video Game Leaders ETF (GAMR $88.49)
  • $88.49 P/E (TTM): 29.19X Cap: $44M
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Q: Hello and thank you. I’d like to add some exposure to video gaming in my portfolio. Would you have any concerns starting a new 5% position in GAMR at this point for a 10 plus year hold? This would keep my tech targets within limits I’m comfortable with.

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Read Answer Asked by Elissa on August 02, 2019

• IPG Photonics Corporation (IPGP $75.99)
  • $75.99 P/E (TTM): 110.03X Cap: $3.14B
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Q: I would appreciate your advice upon IPGP. I have held this stock for a number of years and still show a small profit of 18%. However it has declined severely in the past year and is very volatile. Would you continue to hold? If not, would you suggest a couple of possible replacements.
Thanks for your help.

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Read Answer Asked by Peter on August 02, 2019

• Diamondback Energy Inc. (FANG $150.79)
  • $150.79 P/E (TTM): 10.56X Cap: $44.14B
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Q: This name had a run up to about $107 (when I bought) and has since pulled back. They announce earnings next week. Any idea why it’s down other than general market issues? It makes me concerned that it’s going down so much prior to earnings release. Should I sell or hold? It’s in my rrsp so should be long term but I have an aversion to holding a losing position and don’t know what to do. Thanks.

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Read Answer Asked by Jason on August 02, 2019

• IAA Inc. (IAA)
  • P/E (TTM): 19.1X Cap: $5.33B
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Q: Please give me your opinion about this company.

Thanks

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Read Answer Asked by ROBERT on August 02, 2019

• The Rubicon Project Inc. (RUBI)
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• Agilysys Inc. (AGYS $122.98)
  • $122.98 P/E (TTM): 142.21X Cap: $3.39B
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• Five9 Inc. (FIVN $21.30)
  • $21.30 P/E (TTM): 55.15X Cap: $1.65B
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• CrowdStrike Holdings Inc. (CRWD $478.00)
  • $478.00 Cap: $118.49B
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Q: Would you consider this is a good growth stock to add to a portfolio after the latest earnings? Revenue growth looks to be increasing faster, and guidance was increased. They have a good track record with beating earnings too. Can you add any insights on their management team?

I’m looking for my next TEAM, AYX, TTD, RPD all of which I own thanks to you! Any other tech suggestions in the US?

Thanks

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Read Answer Asked by Joe on August 02, 2019

• Barrett Business Services Inc. (BBSI $37.39)
  • $37.39 P/E (TTM): 17.73X Cap: $945M
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• DMC Global Inc. (BOOM $6.36)
  • $6.36 Cap: $136M
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Q: What are your favorite three US companies sub 1 billion in market cap?

Thanks,

Liam

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Read Answer Asked by Liam on August 02, 2019

• Microsoft Corporation (MSFT $487.12)
  • $487.12 P/E (TTM): 33.88X Cap: $3.53T
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• QUALCOMM Incorporated (QCOM $175.66)
  • $175.66 P/E (TTM): 35.15X Cap: $184.57B
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Q: Could you recommend a couple of US large company dividend paying stocks, a couple of years ago you recommended 3M and United Technologies which I have been happy with.
Thanks

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Read Answer Asked by Melissa on August 02, 2019

• Las Vegas Sands Corp. (LVS $66.63)
  • $66.63 P/E (TTM): 30.6X Cap: $44.95B
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Q: From Reuters
BRIEF-Las Vegas Sands Announces Pricing Of $3.5 Bln Of Senior Notes

How do you think this will affect the share price going forward? It looks like the market is not very impressed. I'm wondering if I should sell.

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Read Answer Asked by John on August 02, 2019

• Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS $18.05)
  • $18.05 P/E (TTM): 74.33X Cap: $1.73B
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Q: I was too chicken to buy Goose at 40 and have watched it fly. I notice that four analysts who cover the company are still at a strong buy while the other four are holds. Can you share your thoughts on this company and is it a growth company with strong wings ( legs). thanks

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Read Answer Asked by alex on August 02, 2019

• Beyond Meat Inc. (BYND $1.06)
  • $1.06 Cap: $476M
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Q: Hi Guys, what would be your thoughts on a credit put spread on the above 105/95 for .60 cents expiring in Sept.

Thanks
Anthony

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Read Answer Asked by Anthony on August 02, 2019

• Cencora Inc Com (ABC)
  • P/E (TTM): 21.48X Cap: $36.38B
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Q: Thanks for recommending ABC a short while ago. It had a nice pop today. Do you know the reason?
Thanks for your insight.
Ian

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Read Answer Asked by Ian on August 01, 2019

Q: May I please get your thoughts on Smith Micro Software Inc (SMSI)? Recently reported results that the market reacted very positively to. Should I wait for the dust to settle a bit or do these results lend credence to starting a small speculative position (0.5-1%) for the high risk allocation of my portfolio at current price levels?

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Read Answer Asked by Marco on August 01, 2019