Q: Can I have your opinion on MVMD (Mountain Valley holdings)
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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.
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NVIDIA Corporation (NVDA)
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Kinaxis Inc. (KXS)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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CrowdStrike Holdings Inc. (CRWD)
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Unity Software Inc. (U)
Q: Good Afternoon,
I am overweight in tech. Which of these would you reduce/sell first?
Thanks.
I am overweight in tech. Which of these would you reduce/sell first?
Thanks.
Q: These two companies are developing solid state batteries having fast charges. What are the prospects of these companies.
Thanks
Thomas
Thanks
Thomas
Q: MTLO Q3 just released. Microsoft DEM and the integration of GSX seems to be the future for this company. Legacy revenues are shrinking. Do you believe the growth rate for DEM (17% Q3 over Q2) is high enough to make a real difference? Their stated outlook says " will grow this 60% by year end 2022. In number terms that is
$1.85 mil + 60% growth = $2.9 mil (rev from DEM in Q4 2022) This seems like high growth but still relative. What is your take... are they really moving to a viable, profitable company?
$1.85 mil + 60% growth = $2.9 mil (rev from DEM in Q4 2022) This seems like high growth but still relative. What is your take... are they really moving to a viable, profitable company?
Q: Two of you favourites, ROKU and TRADE DESK, please comment on earnings and the softness in after hours trading.
Thank you
Thank you
Q: Which stock has the most upside over the next two years and which one do you think has the least downside from where we are today? Thank you.
Q: Knowing ROKU and PINS are in different business, their market caps are similar and share price performances in a 1 year are also similar. If just buy one, which one will you pick? Thanks.
Lin
Lin
Q: Since CSU and Topicus are somewhat similar, the latter with a European focus, would you think it to be able to take the same path to growth that CSU took years ago? In other words, do you look at TOI as being a mini-CSU with (hopefully) a similar story of acquisitions and long term success? Lastly, is Management of TOI considered "top notch"? Thanks as always!
Q: Hi 5i
Now that Fastly has had earnings annoucement stock is down -12%. In your opinion does it still have more to move down or would you be OK with initiating a small position 2 for 1-2 year hold at current price.
How do you view current earning?
Thx
Jim
Now that Fastly has had earnings annoucement stock is down -12%. In your opinion does it still have more to move down or would you be OK with initiating a small position 2 for 1-2 year hold at current price.
How do you view current earning?
Thx
Jim
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Ballard Power Systems Inc. (BLDP)
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iShares S&P Global Clean Energy Index Fund (ICLN)
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Bloom Energy Corporation Class A (BE)
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FuelCell Energy Inc. (FCEL)
Q: I’m looking at Hydrogen & Clean Energy ETF’s. Can you rank these 3 BLDP, FCEL, & BE ? Also looking at ICLN ETF. What are your thoughts on all 3 as well as the ETF. Thanks.
Q: SILC got a very positive review in Barrons last weekend. What is your opinion of its 2-3 year growth prospects?
Q: Can you please describe what these companies do exactly and explain?
Q: What are your thoughts on $STPK? What would be the stock symbol to choose from the 3 if buying this company?
thanks Valter
thanks Valter
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Alphabet Inc. (GOOG)
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Accenture plc Class A (Ireland) (ACN)
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International Business Machines Corporation (IBM)
Q: "Quantum computers would provide the computing power required to solve problems that are currently intractable for classical computers—at least in a timeframe that’s practical." Analytic Insights Magazine.
It lists top 10 quantum computing co in 2020 by alphabetical orders: Accenturre-ACN, Alibaba-BABA, AMZN, GOOG,, MSFT, INTC, IBM, BAIDU, AT&T, Atos Quantum. Your thought on 2021 on my preferences: IBM, GOOG and ACN
It lists top 10 quantum computing co in 2020 by alphabetical orders: Accenturre-ACN, Alibaba-BABA, AMZN, GOOG,, MSFT, INTC, IBM, BAIDU, AT&T, Atos Quantum. Your thought on 2021 on my preferences: IBM, GOOG and ACN
Q: I have substantial holdings in the US technology sector. The only stock underwater is Unity Software. Would you continue to hold or shift the funds to one of CRWD, SE, MU or PLTR in which I have only partial positions? Which would be your second choice if I were to divide the funds?
Thank you.
Thank you.
Q: May I get your thoughts on this company? Thanks.
Q: This stock has come off quite a bit post earnings and down from its high. What impact do you expect the lock up period expiry to have on the stock and would you initiate a position now or wait until after?
Q: With both having a bit of a drop today which one would you choose of the two, thanks.
Q: Would you see today’s price share drop as a buying opportunity or would you wait for volatility to settle down?
Q: What are your thoughts on BL earnings. Stock is down 15%. Is it still buy, hold or sell. I still hold half position and sold half last week due to run-up. I am still up 30% should I continue to hold, buyback half position, or sell.
Thanks for the great service
Thanks for the great service