Q: I have full positions on those above. I want to add one more tech company. I am trying to buy only one within the sector and at the same time diversify their business. For 3/5 years I am thinking crowd, pltr or possibly pins. What are your thoughts and a short opinion? Thank you for all the excellent service.
Q: Looking to add semi-conductors into my portfolio, as there is a shortage of product and high demand in the Automotive and Electronics industries. Interested in your perspective on Analog Devices, NXP Semi-Conductors, STMicrelectronics and Micron Technologies, as they have all had a great run, but still have high Buy ratings. If you think these have had a great run, and has some risk, what alternatives would you recommend. Thanks
Q: I picked up a small lot of this in the sell off last year on a spec..
It seems to have come alive this year and having a nice move today. Nearly back to IPO price!
What do you think of it today? Worth buying more?
Q: Hi 5i,
In answer to Dan's question on 6 tech stocks this morning (Jan. 11) you rated DCBO second last as a candidate for a long term hold.
I also wonder about DCBO. I'm currently up 50% and I wonder if you think it still has runway - like you think about LSPD for example - or if you would conclude it may well be at or near the top of its ascent? Without a dividend I have no reason to continue holding DCBO if it's given me all or most of what it's got to give but, frankly, I don't know how to set a target price for a tech stock with either its metrics or its momentum.
I'm cognizant of your oft-given advice to guard against selling winners too soon (which I've done my share of and which I'm trying to avoid) but I also think there must be times when one has to conclude a stock has met its potential, or nearly so, and it's time to realize the profit and deploy the funds elsewhere. Could you advise what you think about DCBO in this regard?
Thanks for this, and for all the rest of your very helpful guidance that I benefit from.
Peter
Q: Myself and my 21 yo daughter have been building a balanced portfolio following your recommendations. Thanks to your service this has been an incredible learning experience for her and profitable to boot! Right now we are trying to decide between PINS NVDA and AMZN to add to her TFSA (We are also adding TT at this time and are balanced across market sectors). Just wonder which you would prefer at this time for potential long long term growth.
Q: Please compare JCI and TT and state your preference if you have.
I would like a similar comparison for CSIQ and FSLR.
Deduct the appropriate number of questions.
Thanks for this help and the other information you have provided over the years.
Q: I already have positions in Nuan and Fang stocks. What other small/medium sized AI focused stocks would you suggest I look at for additional AI investments?
Q: Would you please rank these tech stocks for a long term buy at current prices, 5+ years, total return, growth-oriented portfolio. Thanks. NVEI, DCBO, ENGH, DND, KXS, OTEX.
TWTR stock came down 5.5% from Wednesday to Friday and is now down another 3.77% after hours following the announcement that Trump was permanently kicked out of TWTR space, an action also implemented by many other social media companies, even PINS. I know Twitter will survive without Trump but how about its stock!?
Do you think the drop is a knee-jerk reaction and the stock will recover in a short order? or do you think the stock will continue to languish not because he is gone, but because TWTR cannot monetize its millions of users looking for the latest news/events in political arena, a generally depressing space at the best of times. Trump at least had made this space a bit more lively/interesting.
I have been waiting very patiently for a vey long time on this stock to finally move and now this. I want to hold as I think the company is ready for live sport and ad revenues from it, but I wonder if this elusive goal is worth the opportunity cost.
I know you like TWTR so what would you do? I know your most likely answer is "nothing," but could you tell me if nothing really has changed and the future is bright for TWTR with or without Trump.
Q: Any thoughts on Datto? This tech company IPO seems to have gone under the radar relative to the others in the space despite the strong margins/earnings/growth.
Q: With the pullback on DND recently would it be a good candidate for my TFSA?
what are your thoughts on their financials.
I am also considering REAL. Your thoughts on them also. How would you rank them?
Thanks again for the great service.