Q: A snapshot question
After all of the drop in prices for these stocks, please rank them for long term buy and hold, beyond 10 years, according to
A. P/E or valuations
B. Safety your pick for metric
C. business model "MOAT"
Q: I’m a believer in the further adoption of Fiverr’s ‘gig economy’ approach, and thus I’m wondering if you see anything to justify such a huge drawdown in today’s results? Or could this represent a good buy opportunity for a long term hold? Many thanks
Q: In December DND announced the transformative acquisition of Link for 3.2B financed with a share issuance at C$53.00 and a large debt facility. The timing could not have been worse. DND shares are now trading at $13 and tech valuations have collapsed. The original terms no longer make any sense. Do you expect the terms to be renegotiated or DND to walk from this deal?
Q: In an answer today you stated '20% of biotech companies in the US now trading below cash levels'. What would be your top biotech picks and/or your top biotech ETFs to play a recovery?
Q: Related to Kevin's question... I own U, CRWD and NVDA in a TFSA and can't capture a tax loss if I were to sell U (I'm down significantly on the position). Would you suggest continuing to hold U in a registered account or selling and moving on to something else (likely increase NVDA holdings)?
Q: DND seems to be getting hit hard again. Do you think this is people selling before the earnings later this month in combination with market backdrop? I think this company has been overly beat up. Even if their purchase in Australia is not allowed they are still growing at a good pace are they not?. Would you add to a position today to lower cost? I am down about 25% money not needed for 10+ years. Thanks
Q: Hello 5I,
I am down 50% on the above stocks. They are in taxable accounts but it’s not completely necessary for me to take losses necessary. I want to stay invested but am I just better to stay in these names or switch to something else? Basically are these good names to just stay in when things turn positive or do you highly recommend other names?
Thanks
Q: Thanks for the Unity answer. How does the weakness in ads for gaming, mobility issues read through to companies like Eglx, at? Won’t they have similar headwinds? Regards greg
Q: TTD has taken a major drop in recent weeks and months. More so than many other stocks . Please give me your thoughts. Is this one to sell and take a loss for tax purposes and re-buy in 30 days ? Thanks.
Q: Hi! After this quarter would you sell Unity for a tax loss? Two other growth stocks I own are Crowdstrike and Nvidia. Which stock would you buy with Unity proceeds? Crowdstrike or Nvidia?
My thinking is getting back in at Unity at a later time.
Q: Please comment on their qtr. and market reaction. When does the company see becoming profitable, costs rising and r and d spending up so no time soon, even with record sales? Regards Greg
Could I have your current thoughts on CGNX please ?
Are increasing costs and inventory an issue (considering recent price action) or more likely just general market malaise / sell on news ?
Would adding to an existing holding seem premature at this stage ?