Q: Thoughts on the quarter and going forward for the business and valuation - thanks
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
-
Salesforce Inc. (CRM)
-
The Trade Desk Inc. (TTD)
-
Marvell Technology Inc. (MRVL)
-
Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
-
Snowflake Inc. Class A (SNOW)
-
Unity Software Inc. (U)
-
ChargePoint Holdings Inc. (CHPT)
Q: I am down significantly in both Lightspeed and Upstart. I am considering replacing some or all of them with something more promising.
Perhaps you could comment on the prospects of these companies in a better market and suggest which two or 3 from this list might have better performance potential :
CRM TTD MRVL SNOW CHPT
Thank you!
Perhaps you could comment on the prospects of these companies in a better market and suggest which two or 3 from this list might have better performance potential :
CRM TTD MRVL SNOW CHPT
Thank you!
Q: So what is up with this stock? It seems bullet-proof.
I want to be part of this sector for the long-term but never seem to get a chance to enter as it barely retreats.
What would you suggest as an entry point for half a position?
I want to be part of this sector for the long-term but never seem to get a chance to enter as it barely retreats.
What would you suggest as an entry point for half a position?
Q: Please comment on your opinion of Open Text considering their recent takeover plan.
Q: Please comment on Engh's acquisition today& its impact. Txs for u usual great services & views
Q: Can you please provide some analysis of this company and whether you would find it investment worthy at these levels? Is the growth story intact or is it a broken company and a story that will end badly? An attractive entry point if you see one would be nice too.
Thanks!
Thanks!
Q: Your opinion on buying Fleetcor or Square going forward ?
-
NVIDIA Corporation (NVDA)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
Alibaba Group Holding Limited American Depositary Shares each representing eight (BABA)
-
SoFi Technologies Inc. (SOFI)
Q: Good afternoon, I am down between 30% to 50% on BABA, SHOP and NVDA (over the last 6 months) and I'm considering averaging down on some or all if them, If you had to choose where to allocate your "average down" dollars what would be your first, second and third choices and why?
Many thanks
Tim
Many thanks
Tim
Q: What would be a great entry price for Nvda?
Please kindly explain VWAP - 136.90248 for Nvda? Many thanks
Please kindly explain VWAP - 136.90248 for Nvda? Many thanks
-
The Trade Desk Inc. (TTD)
-
Roku Inc. (ROKU)
-
Pure Storage Inc. Class A (PSTG)
-
Digital Turbine Inc. (APPS)
-
Nuvei Corporation (NVEI)
Q: Hello 5I,
I am down 55% or Apps.
Just wondering if you would hold on on switch into something else. Looking for something with similar upside of course.
Thanks
I am down 55% or Apps.
Just wondering if you would hold on on switch into something else. Looking for something with similar upside of course.
Thanks
Q: Can you please comment on VEEV latest earnings released yesterday. Was there anything of particular interest to note from the call yesterday (either good or bad)? Were results so bad to warrant the big drop today? Do you still think this is a good medium to long term hold (5-10 years)?
Thanks so much for all you do!
Thanks so much for all you do!
-
Adobe Inc. (ADBE)
-
Alphabet Inc. (GOOG)
-
Microsoft Corporation (MSFT)
-
NVIDIA Corporation (NVDA)
-
Constellation Software Inc. (CSU)
-
Kinaxis Inc. (KXS)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP)
-
TECSYS Inc. (TCS)
-
Advanced Micro Devices Inc. (AMD)
-
TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Hello 5I,
What would be your top 5 picks in tech right now in Canada and Us?
Thanks
What would be your top 5 picks in tech right now in Canada and Us?
Thanks
Q: I bought a little of Chargepoint Holidings just before they reported yesterday and nice little pop today. But do you think this is more of a trading stock than a longer term hold? Or will the EV market demand now propel this stock higher? Thanks so much.
Q: What do todays earnings announcement indicate for this company and what do current events suggest with respect to its prospects? Would the company be your pick for this sector?
Q: It's down more than other tech stocks recently. What's its problem? Should I dump it for tax loss resons? If so, is it a rebuy?
John
John
-
Purpose Bitcoin ETF (BTCC.B)
-
Purpose Bitcoin ETF (BTCC)
-
Purpose Ether ETF (ETHH)
-
CI Galaxy Ethereum ETF (ETHX.B)
Q: Is it worthwhile to own both Etherum and Bitcoin? Are they really different or one of them is enough to be exposed to the crypto sector? Etherum seems to fare a bit better. Thanks again.
Q: Hello 5I,
I am down 40% and 30% respectively on these two semi stocks. Do I ride is out or take the loss and move into another tech stock?
Thanks
I am down 40% and 30% respectively on these two semi stocks. Do I ride is out or take the loss and move into another tech stock?
Thanks
Q: Hi Team,
What's your take on CRWD earnings? It appears that they beat expectations, as well as raised guidance. I am reading some PT increases...yet the stock is falling? Thanks
Shane.
What's your take on CRWD earnings? It appears that they beat expectations, as well as raised guidance. I am reading some PT increases...yet the stock is falling? Thanks
Shane.
Q: Is Shopify cheap now? In light of future growth?
Q: Now that Powell has come out with a higher-for-longer interest rate plan at Jackson Hole, any thoughts on when high growth tech shares might finally begin to recover? 6 months? A year? Two years? Thx.