From prior responses, it aligned with right now having a high valuation even after the past years negative performance. Is this a good entry point? This has been on my watchlist for years now and each time I look at it, the valuation is too expensive. But with the recent drop is this a good entry point or do you think the market is signalling that growth is slowing down?
I have a question that may seem silly. Here it is. When you talk about Shopify, you often talk about duopoly, but I can't find with whom they are, even by searching assiduously on the net.
Q: Can you please name your favourite single stocks in Canada that are in the really future-oriented disruptive tech sectors (AI, quantum, 5G, genomics, others)?
Q: Can you offer your analysis of their recent Q3 results? Market didn't seem to like them. And do you think this is the time to buy more stock in this company with EV's increasing worldwide? Would a 3 year old be the minimum to invest? Please take as many credits as necessary. Thanks for your expert opinion.
Q: Hello Peter,
Could you please comment on Tecsys results? The stock is in the dumps which is surprising as the company is in supply chain area which is a good place to be, and the results did not seem that bad. Does it compete with Kinaxis? Thanks very much
I have been mostly absent from the tech space for some time but do have small positions in TOI and GOOGL. I am looking at the cyber security ETF space or one or two stocks to consider adding. What would your recommendations be in this investment area
TIA
Q: $5.80 +11.54% on Dec 2 .Any reason,or purchase after recent big drop, or buying after finish of tax loss selling. Txs for u usual great views & services
Q: After today's poor earnings call, is it time to move on from Marvell and perhaps re-visit sometime next year? Or hold on for better times - macro environment. This is held in a taxable account.
Q: Hello 5i Team
Was there any news that has contributed to the resent price appreciation in Toi .Do you think it is a good time to add to the position .
Thanks
Q: I hold both companies for cybersecurity, both bought at higher valuations. Looking for direction going forward and over the long term. A 1.76% position in CRWD is at a 43% loss while a 0.86% position in S is at a 62% loss. Both are held in a margin account. Is it best to hold, sell or reduce?
Q: Noticed that magnet share volume and price have been increasing significantly in the last 30 days; quarter was ok and future looks promising but perhaps a little ahead of itself; any thoughts?
Q: What is the best ETF to obtain the highest possible exposure to MSFT. GOOG. AMZN. NTFX and what are the respective portfolio percentages for each company held in this ETF? thanks Richard