Q: On Nov 1 Bruce asked about SQ and KXS and you said you would side with Sq for growth, I believe. With the current drop in SQ what would be your decision?
thanks
Q: With both these companies in a similar business can you suggest why Shop has a share price about double that of Square. Which in your opinion will grow faster and why?
Thank you again
Q: Happy Halloween to all.
I know you dont cover US stocks but do you see any good stocks to buy now for 2 to 3 years growth? Ones that have been beaten up too much. I'm thinking NAVIDA GRUB GOOG but suggestions welcome please. Thank you
Ps should we wait until end of November?
Q: I asked this question yesterday, however it appears it was missed:
"I have some cash to allocate for RRSP & TFSA portfolios and would like your opinion for the above list for both CDA and US.
For RRSP: Which two from each CAD and US would you buy today (after the stormy few days) for a more conservative hold 3-5 years, that would potentially have less volatility while continuing to grow sales and earnings.
For TFSA: Which two from each CAD and US would you buy today for more growth opportunity and share appreciation in the next 3-5 years.
Please give your reasons for the ones you would choose without sector allocation considerations.
I currently hold TSGI & MX (down on both) but am ok with that."
Q: Purchased these on Aug 30th - TEAM ( down 26% ), SQ ( down 22% ) and Visa ( down 11% ). What would you do at this stage - sell and cut your losses or hang on and hope for turn around. I see that you are still recommending these to your subscribers ?
Q: SHOP and SQ seem to have a lot of features in common wrt their digital commerce platforms.
Do you have a preference for one over the other or should one simply hedge the situation by holding equal positions in both?
And also, are there any competitors out there that could significantly interfere with their high growth rates.
Thanks - James.
Q: Hi team,
I like SQ and I know it is one of your favourites. It had a big sell-off, with all other tech, but now has the CFO leaving. I always liked Sarah Friar as I thought she was a real driving power behind SQ. To me, she is not just your everyday CFO. She knew what to say to the markets. For example, she would tone down Dorsey when he went too far over the top on crypto transactions earlier the year. As you know, Dorsey is also CEO of TWTR and splits his time half and half between SQ and TWTR. The market was not overly concerned with this arrangement as long as Friar was there for SQ. With a weaker management team now and given the TWTR onus also on Dorsey, does this temper your outlook for SQ?
Thanks again,
dave
Q: There has been a lot of volatility in some great US growth stocks over the last few weeks. ( I.e BOX) Can you suggest your favourite 2 or more that you think will benefit the most when sentiment changes.
Q: Good morning
In keeping with the theme of fewer positions and more concentrated portfolios (higher weights and fewer names you have mentioned in the past).
Which 5 US stocks would you recommend for a US TFSA and for a US RRSP?
Would these be different since tax treatment for these portfolios are different?
Thanks
Victoria