I'm reading a lot of rather breathless prose about the potential of 5G and am interested on your thoughts for the potential of this technology. The names that pop up include Apple, Qualcomm, Nokia, Siemens, Skyworks, Crown Castle ( I believe that may have been a 5i suggestion) and even ( gasp) Blackberry. What companies would you suggest are best positioned to take advantage of the projected growth, both US and Canadian. Thanks.
Q: Can you please comment on this company's recently announced earnings. Your overall thoughts on the company would be appreciated and do you see it as a buy. Thank You.
Q: Keysight is down big time today after it's earnings announcement. It has been fairly flat in 2020. I am still up on this stock but am thinking of moving on. Can I please have your thoughts on Keysight and any comments you may have. If I sell I would put 50% of the proceeds into REAL and the other 50% into Well. Thank You.
I was wondering if you could give a few added thoughts on Veeva, prior to their report on Tuesday. You have said that it is one of your favourite US growth stories, and it has undergone a large 2020 rally already, and some recent range bound movement.
Not knowing more that what I have read here and from reviewing charting, it looks like they have gone through periods of surges and plateaus over the years.
Would you expect some manner of growth announcements or earnings surprise on Tuesday that creates a new growth driver, or are you more of the opinion that there will be some developments in the weeks or months ahead?
Q: wondering what your thoughts are on NVDA latest quarter and if you would be comfortable taking a position today? If so, would you buy a full position or build over the next few months?
Thanks
Mike
Q: Kim Boulton on BNN made a strong case that Intel is undervalued and made it one of his top picks .
the other two were TWLO and Fastly.
Do you rate any of these three as a compelling buy
Q: So with on line learning for kids here to stay for now, what Canadian companies are to benefit.
Is Absolute at the forefront? How about Sylogist?
Which companies are putting out the elearning platforms?
Thank you.
Q: Hi team,
I was looking at adding to my position in Veev. However, to do that I would be looking at trimming either twlo or Now. Would this be advisable? How would you compare Veev to the other 2 as far as long term growth prospects? Note my positions in both twlo and now are approx 50% larger than my position in Veev . Thank You