Q: Thoughts on U.S. company Indie Semiconductor Inc.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: Can you speak to the class-action lawsuit filed against Coinbase?
What do you think of the future prospects for Coinbase? Their fees appear high relative to the competition, and the threat of commission free (or low fee) crypto exchanges looms large. Competitors, such as Kraken, are preparing to follow suit and go public. Is the Coinbase business model and continued growth rate sustainable?
What do you think of the future prospects for Coinbase? Their fees appear high relative to the competition, and the threat of commission free (or low fee) crypto exchanges looms large. Competitors, such as Kraken, are preparing to follow suit and go public. Is the Coinbase business model and continued growth rate sustainable?
Q: Hi Guys,
Can I please get your opinion of Seagate Technology (STX). Thanks
Dave
Can I please get your opinion of Seagate Technology (STX). Thanks
Dave
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NVIDIA Corporation (NVDA $184.97)
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QUALCOMM Incorporated (QCOM $176.00)
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Salesforce Inc. (CRM $261.02)
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Kinaxis Inc. (KXS $176.87)
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Advanced Micro Devices Inc. (AMD $221.62)
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Veeva Systems Inc. Class A (VEEV $232.00)
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Roku Inc. (ROKU $105.56)
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CrowdStrike Holdings Inc. (CRWD $517.98)
Q: Hello,
I was lucky enough to invest in NVIDIA 3-4 years ago but it has grown to around 15% of my portfolio. I’m considering trimming it to 6-7%. I want to replace with other companies in the tech sector, which ones would you recommend for a 10+ year hold? My only other tech holding is Kinaxis.
Thank you for your help.
I was lucky enough to invest in NVIDIA 3-4 years ago but it has grown to around 15% of my portfolio. I’m considering trimming it to 6-7%. I want to replace with other companies in the tech sector, which ones would you recommend for a 10+ year hold? My only other tech holding is Kinaxis.
Thank you for your help.
Q: HI folks
JD is getting hit lately ..any cause for concern?
Thank you and have a great summer weekend
JD is getting hit lately ..any cause for concern?
Thank you and have a great summer weekend
Q: Do you think that Telus intends to keep a significant holding in TIXT. I realize more secondary offerings could be in the cards and its anyone's guess but just your thoughts would be appreciated, thanks.
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Enghouse Systems Limited (ENGH $20.18)
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Converge Technology Solutions Corp. (CTS $5.99)
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Palantir Technologies Inc. (PLTR $181.84)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
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Unity Software Inc. (U $49.47)
Q: Hello Peter and Staff
For a small starter position medium risk acceptable -5-10 year hold which of the 3 above would you recommend and why?
Also would the “runner up” be better same parameters than any of U, ENGH or SYZ already held in small positions
Thanks for all you do
Dennis
For a small starter position medium risk acceptable -5-10 year hold which of the 3 above would you recommend and why?
Also would the “runner up” be better same parameters than any of U, ENGH or SYZ already held in small positions
Thanks for all you do
Dennis
Q: Would you consider purchasing AYX at current valuations and guidance?
Long term play.
Long term play.
Q: During the last earnings season many stocks were surging and then retreated after good reports, including Shopify. Not a typical pattern from my understanding. Shopify is currently surging again, is the same pattern going to repeat this time? Impossible question I know, but is a similar pattern emerging currently?
Thanks Peter.
Thanks Peter.
Q: Hi. I'd appreciate it if you'd talk a look at WORKIVA (WK). I'd be interested in any comments you might have for this NYSE SAAS stock. Thanks.
Q: Could you please update your comments and views since the merger with the DYOU did not go through. Sell or add more to bring the cost down. I have very small position.
Q: Good morning 5i team
How much of a strategic threat does 5i feel global Fintech is to the largest Canadian banks? And, what do you the Canadian banks doing to ensure their competitive position?
The July 17th Economist article "The funding frenzy" notes "a funding round in June valued Klarna, a Swedish 'buy now, pay later' start-up at US$46 billion." They quote other similar examples. Smart folks are making these investment decisions in finch start-ups What should the small investor be considering today about their investments in Canadian banks?
Thank you.
Edward
How much of a strategic threat does 5i feel global Fintech is to the largest Canadian banks? And, what do you the Canadian banks doing to ensure their competitive position?
The July 17th Economist article "The funding frenzy" notes "a funding round in June valued Klarna, a Swedish 'buy now, pay later' start-up at US$46 billion." They quote other similar examples. Smart folks are making these investment decisions in finch start-ups What should the small investor be considering today about their investments in Canadian banks?
Thank you.
Edward
Q: Peter; Biden seems intent on hiring very anti trust
personnel to go after the tech sector.Do you have any thoughts on this and/or concerns? Thanks. Rod
personnel to go after the tech sector.Do you have any thoughts on this and/or concerns? Thanks. Rod
Q: Thanks for response to my recent chip stock question. As I had noted, I have a small chuck to invest in my unregistered account and based your response to my and other questions the choice is either NVDA or SHOP? Which would you choose and why please?
Thanks for this great service.
Thanks for this great service.
Q: On July 3 , Motley Fool stated that " the team has confirmed that the company could be acquired by the management itself. The leadership team has partnered with a group to bid " It closed at around $ 47 that day. Today it is $ 44.56 . Reason ? Thanks a million.
Q: So what is up with the law firm going after Score? Are they just fishing for clients?
https://www.businesswire.com/news/home/20210720006218/en/ScottScott-Attorneys-at-Law-LLP-Announces-Investigation-into-Score-Media-and-Gaming-Inc.-SCR
https://www.businesswire.com/news/home/20210720006218/en/ScottScott-Attorneys-at-Law-LLP-Announces-Investigation-into-Score-Media-and-Gaming-Inc.-SCR
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Amyris Inc. (AMRS)
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Codexis Inc. (CDXS $1.87)
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Twist Bioscience Corporation (TWST $31.58)
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Zymergen Inc. (ZY)
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Soaring Eagle Acquisition Corp. (SRNG $11.42)
Q: Barron’s article recommended investing into stocks related to synthetic biology(e.g. genetic programming to make designer yeast that synthesize commercially important compounds). ZY, AMRS, SNRG were mentioned. I am interested in seeing your top choices in this space.
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Micron Technology Inc. (MU $252.42)
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NVIDIA Corporation (NVDA $184.97)
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QUALCOMM Incorporated (QCOM $176.00)
Q: I hope all is well. My portfolio is reasonably well diversified (in my opinion) and I have some extra cash to invest in an unregistered account. Would you have any reservations about investing in theses three stocks equally i.e., NVDA, QCOM, MU (it would be a relatively small position in each). I know you like the first two but I don't understand what the issues would be with MU. Thanks again.
Q: How do you feel on downgrade of Telus by Morgan Stanley on the 5G auction and the comments on debt levels of telecoms.
Q: Good afternoon,
What companies (maybe 3) does your firm believe are at the leading edge of artificial intelligence? Please, if possible, explain what their foci may be and perhaps suggest what they may have a comparative advantage to their nearest competitors,
What companies (maybe 3) does your firm believe are at the leading edge of artificial intelligence? Please, if possible, explain what their foci may be and perhaps suggest what they may have a comparative advantage to their nearest competitors,