Q: Hello 5I. I have a full position at about the current price. With that said I am wondering if you still consider this stock to be a very good growth stock longer term? Or if you think there are much better alternatives in the high risk segment this lives in. Thanks
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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.
Q: Do you think we are looking at a dot com crash 2.0? It seems to be a slow meltdown with no end in sight. Thanks,
Jason
Jason
- Adobe Inc. (ADBE)
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- NVIDIA Corporation (NVDA)
- The Trade Desk Inc. (TTD)
- Digital Turbine Inc. (APPS)
Q: Hello,
With a five to ten years time horizon, what are your top five US tech stocks?
Thanks!
With a five to ten years time horizon, what are your top five US tech stocks?
Thanks!
Q: Hi,
What do you make of the rumour that NVDA is considering quietly pulling out of the ARM deal? If there is any truth to it, what effect do you think it will have on the share price?
Thanks as always for your helpful insight.
Dawn
What do you make of the rumour that NVDA is considering quietly pulling out of the ARM deal? If there is any truth to it, what effect do you think it will have on the share price?
Thanks as always for your helpful insight.
Dawn
Q: What do you think of msft latest quarter.
- Salesforce Inc. (CRM)
- Veeva Systems Inc. Class A (VEEV)
- Zscaler Inc. (ZS)
- CrowdStrike Holdings Inc. (CRWD)
Q: good evening,
I have tax losses that I can harvest on these 2 companies but, I don't want to miss the boat if the market turns. What are the best proxies you can recommend or should I hold?
Thanks!
I have tax losses that I can harvest on these 2 companies but, I don't want to miss the boat if the market turns. What are the best proxies you can recommend or should I hold?
Thanks!
- Sangoma Technologies Corporation (STC)
- Microsoft Corporation (MSFT)
- Constellation Software Inc. (CSU)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
- Logitech International S.A. (LOGI)
- ASGN Incorporated (ASGN)
- Ultra Clean Holdings Inc. (UCTT)
- Topicus.com Inc. (TOI)
- Roblox Corporation Class A (RBLX)
- Roundhill Ball Metaverse ETF (METV)
Q: I hold the following IT equities and ETF and am reviewing them for duplication. Please advise which of these you would sell; ASGN, RBLX, UCTT, META, LOGI, MSFT CSU, XIT, TOI, STC. Thanks very much.
Mike
Mike
- NVIDIA Corporation (NVDA)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Veeva Systems Inc. Class A (VEEV)
- The Trade Desk Inc. (TTD)
- Enthusiast Gaming Holdings Inc. (EGLX)
- Ultra Clean Holdings Inc. (UCTT)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
- Celsius Holdings Inc. (CELH)
- Palantir Technologies Inc. Class A (PLTR)
- Upstart Holdings Inc. (UPST)
- Affirm Holdings Inc. (AFRM)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
- Matterport Inc. (MTTR)
Q: I have TTD, PLTR, NVDA, PLTR, NVDA, CRWD, APPS, UCTT, CELH, AFRM, MTTR, UPST, VEEV, in my US account, and LSPD, SHOP, EGLX, TIXT in my Canadian (and holdings in other sectors, but these are the holdings in question). I don't need to sell anything, but don't have new funds to deploy in the low market. I had a lot of positions in tech going in and already thinking about consolidating the sector when the market turned. I wonder if you see anything that should be sold, and added to something else to maximize growth when the market turns good again, or if it is better not to shuffle at this point.
Q: Thank you for reading. I’m interested in the above company. Is this a stock you would have in your portfolio and why.
Take care. Have a terrific day
Take care. Have a terrific day
- Palo Alto Networks Inc. (PANW)
- Check Point Software Technologies Ltd. (CHKP)
- Rapid7 Inc. (RPD)
- CrowdStrike Holdings Inc. (CRWD)
- Absolute Software Corporation (ABST)
- Magnet Forensics Inc. Subordinate voting shares (MAGT)
Q: Good morning. Would you please send out a few names in the Cyberspace security space and ones that are both in Canada and the US.
Thank you. Appreciate all your time and attention. Stay well and warm
Thank you. Appreciate all your time and attention. Stay well and warm
- Miscellaneous (MISC)
- iShares S&P Global Industrials Index ETF(CAD-Hedged) (XGI)
- iShares S&P/TSX Capped Energy Index ETF (XEG)
- iShares S&P/TSX Capped Information Technology Index ETF (XIT)
- INVESCO QQQ Trust (QQQ)
- The Energy Select Sector SPDR Fund (XLE)
- Industrial Select Sector SPDR (XLI)
Q: As per your team Industrials, tech and materials/energy can be decent sectors in times of inflation.
Can you please recommend USA & Cdn ETF that you would consider holding in each above sector.
Thanks for the great service.
Can you please recommend USA & Cdn ETF that you would consider holding in each above sector.
Thanks for the great service.
- NVIDIA Corporation (NVDA)
- Twilio Inc. Class A (TWLO)
- CrowdStrike Holdings Inc. (CRWD)
- Digital Turbine Inc. (APPS)
Q: I am considering positions in Digital Turbines, Crowdstrike, Twilio and Nvidia as the market declines. What is your short and long term views on these companies? Is 1/3 positions a good strategy until the markets settle??
- Intuitive Surgical Inc. (ISRG)
- NVIDIA Corporation (NVDA)
- iRobot Corporation (IRBT)
- GLOBAL X FDS (BOTZ)
Q: I'm looking for the best robotic company [manufacturer] to buy. Would this ETF be a good buy now or could you recommend something better in robotics?
Thank you.
Thank you.
Q: I would like your impressions on PUBM. Its valuation is quite reasonable compared to others in this space such as MGNI and TTD. It seems to me that their success depends on the being able to attract more publishers to their platform, not sure if you have any insights into their potential.
Thank you for a fabulous service.
Thank you for a fabulous service.
Q: I like both of these companies and I own both but would like to put some more money into one of them. Which would you recommend for a 3-4 yr. hold and why.
Peter
Peter
Q: At what price does this become a table pounding buy for a long term investor? Would you start to nibble once it stops dropping with the rest of the market?
Thanks
Thanks
Q: Hi Peter and Staff
I had asked about TECH as a way for a smaller portfolio like an RESP to participate in AMZN, GOOG etc. I think I understand it only holds 6 companies being AMZN,GOOG,MSFT,NFLX.FB and APPL and obviously % change as prices of those stocks move around. IF I were to suggest that for an RESP , which TECH one would you suggest, symbol wise as far as hedged , not hedged and what is the MER
I think I notice that you suggest GGG instead of TECH. Is that correct? Do you suggest the TECH.US one ? Am I correct that it has 100 holdings including the six that are in TECH. What % of the fund is those 6 that are in TECH? IS there a rough sector allocation available?
Please deduct multiple credits if needed to give the whole answer
Thanks for all you do
Dennis
I had asked about TECH as a way for a smaller portfolio like an RESP to participate in AMZN, GOOG etc. I think I understand it only holds 6 companies being AMZN,GOOG,MSFT,NFLX.FB and APPL and obviously % change as prices of those stocks move around. IF I were to suggest that for an RESP , which TECH one would you suggest, symbol wise as far as hedged , not hedged and what is the MER
I think I notice that you suggest GGG instead of TECH. Is that correct? Do you suggest the TECH.US one ? Am I correct that it has 100 holdings including the six that are in TECH. What % of the fund is those 6 that are in TECH? IS there a rough sector allocation available?
Please deduct multiple credits if needed to give the whole answer
Thanks for all you do
Dennis
- Digital Turbine Inc. (APPS)
- Cloudflare Inc. Class A (NET)
- Unity Software Inc. (U)
- Upstart Holdings Inc. (UPST)
Q: Hi,
What is their balance sheet?
In what order would you buy them?
Thanks,
Milan
What is their balance sheet?
In what order would you buy them?
Thanks,
Milan
Q: What is your view on MDA? Investable at this point? How would you quantify the risk level?
Thanks
Thanks
Q: Friday’s large drop brought Galaxy to my attention and its P/E of 3 per your data made me look further. But I don’t understand some of the other numbers: Revenue = 0, Interest coverage is negative 123.9, and Price to cash flow is 1246.
If P/E is correct it seems like a something to add to my list. I could imagine that revenue might drop if a significant portion of their customers were to drop or reduce their crypto currency activity after taking big hits on those assets.
But I don’t understand their business. Is this as cheap as it appears, and is the outlook decent?
If P/E is correct it seems like a something to add to my list. I could imagine that revenue might drop if a significant portion of their customers were to drop or reduce their crypto currency activity after taking big hits on those assets.
But I don’t understand their business. Is this as cheap as it appears, and is the outlook decent?