Q: What are your top 3 software companies that would benefit greatly from AI going forward, please pick 3 CAN & 3 US.
Thank-you for your great service as always!!
Thank-you for your great service as always!!
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Amazon.com Inc. (AMZN)
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NVIDIA Corporation (NVDA)
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Take-Two Interactive Software Inc. (TTWO)
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Jacobs Solutions Inc. (J)
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Vertiv Holdings LLC Class A (VRT)
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Trane Technologies plc (TT)
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RTX Corporation (RTX)
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Palantir Technologies Inc. Class A (PLTR)
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Applovin Corporation (APP)
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Sezzle Inc. (SEZL)
Q: Hello
I have a large cash position at 19% & would like to allocate 15% now through to Q2 2025.
What would 5is recommendations for Tech,, Comm Services, Industrials and "any misc."Momentum" plays Top 3 USA & CDA for each would be great.
*Assume 4+yr holds
I have a large cash position at 19% & would like to allocate 15% now through to Q2 2025.
What would 5is recommendations for Tech,, Comm Services, Industrials and "any misc."Momentum" plays Top 3 USA & CDA for each would be great.
*Assume 4+yr holds
Q: Good Day,
POWL went basically up 100$ and down almost as much within a week or 2, what happened? Any significant news?
My personal experience with these types of moves has been mixed, sometimes I let them run, and sometimes "Something doesn't seem right/too good to be true". The exits have been on 'psychology' type stocks and have been pretty successful (TSLA, first buy on SMCI, etc). I know it comes down to position sizing, but are some general guidelines or metrics to look at that can help decide whether it's worth trimming your position or not?
Secondly, PLTR. I have read a lot of the comments on it, and see the value in where they have positioned themselves, but am also concerned about the valuation, and how only a small slowdown could significantly tank the share price.
With the addition to the SP500 being one of a list of its catalysts, are there other companies with solid fundamentals, market share, and or momentum that are on the shortlist/likely to be added to a major index in the coming year or 2? Could you provide 2 or 3 condidates for the TSX60, SP500, NASDAQ100 and any other significant ones that may be of interest.
Thanks!
James
POWL went basically up 100$ and down almost as much within a week or 2, what happened? Any significant news?
My personal experience with these types of moves has been mixed, sometimes I let them run, and sometimes "Something doesn't seem right/too good to be true". The exits have been on 'psychology' type stocks and have been pretty successful (TSLA, first buy on SMCI, etc). I know it comes down to position sizing, but are some general guidelines or metrics to look at that can help decide whether it's worth trimming your position or not?
Secondly, PLTR. I have read a lot of the comments on it, and see the value in where they have positioned themselves, but am also concerned about the valuation, and how only a small slowdown could significantly tank the share price.
With the addition to the SP500 being one of a list of its catalysts, are there other companies with solid fundamentals, market share, and or momentum that are on the shortlist/likely to be added to a major index in the coming year or 2? Could you provide 2 or 3 condidates for the TSX60, SP500, NASDAQ100 and any other significant ones that may be of interest.
Thanks!
James